Voice AI for HubSpot. Via Slack & Teams, with approval.
CallMerlin is an AI employee for HubSpot. Ask for deals, contacts and tasks in plain language. Merlin reads HubSpot, proposes writes, and waits for your approval. Works in Slack, Teams, desktop, phone and widget.
Stop clicking through five HubSpot screens for one follow-up. Merlin handles the lookup and the write-gate.
Connect HubSpot in minutes. 7-day business trial.
Ask: what is open on Acme? Merlin pulls the deal and drafts next tasks.
Merlin reads HubSpot and waits for write approval.
Owner Sara · last touch 2d ago
Acme · €18k
Follow-up task drafted for Friday after your OK.
Your call
What Merlin does in HubSpot
Read fast. Write only with your OK.
| Action | Example | Gate |
|---|---|---|
| Lookup | Deal stage, owner, last activity | Read |
| Tasks | Create follow-ups with due dates | Approve |
| Notes | Log meeting summary on the deal | Approve |
| Contacts | Create or update after a lookup or form leads | Approve |
| Slack | Ping #sales with deal context | Approve/post |
| Workflows | Chain HubSpot + mail + calendar | Approve writes |
HubSpot jobs teams run daily
Built for sales ops and founders who live in HubSpot + Slack.
Update HubSpot via Slack
Deal status + blockers, then tasks ready after your OK.
Log call notes in HubSpot
Zoom or Teams summary into tasks and notes on the deal.
Update HubSpot without logging in
Save selected local businesses as companies by voice or chat.
HubSpot plus the rest of your stack
HubSpot
Slack
Gmail
Google Calendar
ZoomThis is just one example of the many combinations possible.
All integrations →HubSpot stays system of record
CallMerlin does not replace HubSpot. It operates HubSpot through OAuth with per-PIN capabilities.
Native HubSpot AI features can sit beside Merlin. Merlin's edge is cross-tool execution: HubSpot plus Slack, mail, meetings and accounting under one approval model.
EU-hosted CallMerlin calls HubSpot APIs with your connection. HubSpot data residency stays under HubSpot's terms.
Update HubSpot data without logging in
Week 1: connect HubSpot + Slack, grant read + task create.
Week 2: add meeting summaries and CRM-to-Slack follow-up.
Week 3: save business lookups or qualify inbound leads with approved field updates.
Connect HubSpot
OAuth under Integrations. Rights on the PIN.
- 1Dashboard → Integrations → HubSpot → connect.
- 2Create or edit a PIN with HubSpot capabilities you need.
- 3Optional: Slack channel for pings.
- 4Test: show open deals for Acme and create a Friday task.
Least privilege for HubSpot
Not every PIN needs delete rights.
- Grant read + task/note write for most AEs.
- Keep destructive rights rare.
- Approval before writes by default.
- EU-hosted CallMerlin; encrypted credentials.
FAQ: CallMerlin + HubSpot
HubSpot stays source of truth. Merlin is the hands.
Voice or chat. Same permissions. Same approval gate.
Start free trialConnect HubSpot in minutes. 7-day business trial.