HubSpot, connected to the rest of your company.
HubSpot holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What HubSpot is
HubSpot is a cloud CRM platform with marketing, sales and customer service tools built around one shared contact database. Marketing and sales teams in small and mid-sized companies run it, often as the place where a lead first appears. Contacts, companies, deals in pipelines, tickets, form submissions and the logged emails, calls, meetings, notes and tasks all hang off the same records.
What an automation reads and writes there
- Contacts and companies
- Deals and their pipeline stages
- Tickets
- Notes, tasks, calls and meetings on a record
- Form submissions
Work that gets built around HubSpot
Call recording to deal update
A sales call is recorded. Before the next meeting starts, the automation writes the note onto the HubSpot contact and deal, creates the follow-up tasks with owners and dates, and proposes the new deal stage. The salesperson confirms the stage change. Setup is $490, care is $79 per month.
Built as: Meeting to CRMShared inbox sorted into HubSpot
Mail to the company's general address is read and sorted. A sales enquiry becomes a contact with a deal, a customer problem becomes a ticket, and known questions get an answer. Before creating anything, the automation searches HubSpot for the sender, and messages it cannot place are queued for a person.
Built as: Inbox triageOne case study, drafts in HubSpot
A finished case study goes in. Out come drafts of social posts, a newsletter section and an article, saved as drafts in the HubSpot marketing tools you use for email and blog. The automation schedules and sends nothing. Nothing is published until a person says so.
Built as: Content factory with approvals
Before you automate against it
HubSpot treats the email address as the identity of a contact and the domain as the identity of a company, so records created without them turn into duplicates. Custom properties have internal names that differ from their labels. Access is a token an administrator issues, with scopes limited to the objects involved.
The controls
- How we connect Through HubSpot's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your HubSpot account behind your back.
- What usually gets built Data leaving HubSpot into invoices, CRM records and reports; data arriving into HubSpot from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- HubSpot has workflows. Why build an automation outside it?HubSpot's own workflows are good at steps that begin and end inside HubSpot. A built automation is for work that starts or finishes somewhere else: a call recording, a shared mailbox, an invoicing program, a price list kept in a spreadsheet, or a step that has to wait for a named person to approve it.
- How are duplicate contacts in HubSpot avoided?By searching before creating. The automation looks for an existing contact by email address and an existing company by domain, and updates what it finds. A new record is created only when nothing matches, and a lead that arrives without an email address is queued for a person, not guessed at.
- Can OAKMONT automate HubSpot?Yes - HubSpot is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a HubSpot automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our HubSpot data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations