What Horizon can see
Contacts, companies, deals, leads, tickets, calls, emails, meetings, notes, tasks and supported commerce records.
HubSpotCRM and pipeline software
AI automation inside HubSpot.
Use approved HubSpot records with email, files and other systems to prepare the next sales or service action.
Account briefing
ER
@Horizon, brief me on this company using its HubSpot contacts, open deals, recent activity and the latest approved emails.
On it. Checking HubSpot and Outlook now.Company, contacts and deals checked in HubSpot
Latest client emails read in OutlookCross-checked and compiled into one briefing
A joined account briefing.
Stalled-deal worklist
NB
@Horizon, show me deals with no recent activity and prepare the owner follow-up tasks.
On it. You approve before anything is saved.
The approved details read from this threadDraft owner and tasks prepared for HubSpotDeals with no recent activity and prepare the owner follow-up tasks shown to you firstNothing saved in HubSpot until you approve
A stalled-deal worklist with draft tasks.
CRM update pack
GK
@Horizon, prepare the contact note, deal-stage change and next task from this meeting, but save nothing until approved.
On it. You approve before anything is saved.Contact checked in HubSpotDraft deal and task prepared for HubSpotNothing saved in HubSpot until you approve
A CRM update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into HubSpot?
Horizon connects through HubSpot's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
HubSpotYour approved records
What Horizon can prepare
Horizon shows your team supported contact, deal, ticket, note and task updates for staff review before saving.
How work can start
HubSpot can notify Horizon about selected record changes, while other checks run on a controlled schedule.
What we confirmed about the HubSpot connection
- Some record types must be activated in the HubSpot account before a connection can use them.
- Large changes are handled in batches of up to 100 records rather than as one unlimited job.
- The account decides which objects and properties Horizon can use, and that access is not silently widened later.
Checked against official HubSpot information on .
Day to day
Use HubSpot without jumping between systems.
HubSpot stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with HubSpot.
Common questions
Using Horizon with HubSpot, answered.
What could our team ask Horizon to do with HubSpot?
Use approved HubSpot records with email, files and other systems to prepare the next sales or service action. Typical results include a joined account briefing, a stalled-deal worklist with draft tasks, and a CRM update pack ready to approve.
Can our team use HubSpot from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved HubSpot information and connected systems, then returns the answer or proposed action for review.
Can Horizon use HubSpot with Outlook, SharePoint or our other software?
Yes. We design one workflow around HubSpot and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in HubSpot, not just answer questions?
Yes, where HubSpot supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in HubSpot?
We start with one useful, controlled request such as: @Horizon, brief me on this company using its HubSpot contacts, open deals, recent activity and the latest approved emails. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A HubSpot administrator creates or approves the connection and chooses the records it can use. Paid features and user permissions still apply.
Does Horizon replace HubSpot?
No. HubSpot remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the HubSpot workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside HubSpot.
Tell us the HubSpot job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.