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Connect HubSpot CRM to give agents access to deal data, company information, and sales pipeline insights directly from your service desk. Agents can search and retrieve HubSpot deals, helping your team answer questions about sales pipeline, deal status, and customer relationships without leaving Slack.

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What you can do

Search deals

Find deals by company, owner, priority, amount, stage, or date ranges with advanced filtering

Company lookups

Search for companies by name and view associated deals and contacts

Owner management

Find deal owners by email and see their assigned deals

Contact search

Look up contacts by email to find related deals and company associations

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Agent tools

When HubSpot is connected, Ravenna agents gain access to these tools:
Retrieve recent deals from HubSpot with automatic company enrichment. Best for queries like “show me recent deals” or “list all deals and group by company.”Includes automatically:
  • Deal name, amount, stage, and pipeline
  • Associated companies with names and domains
  • Health indicators (probability, forecast category)
  • Engagement metrics (last activity, contact count)
Advanced deal search with flexible filtering using HubSpot’s filter API. Supports complex queries with AND/OR logic.Filter options:
  • Priority (high, medium, low)
  • Deal stage and pipeline
  • Amount ranges
  • Open/closed status
  • Company, owner, or contact associations
  • Date ranges (created, modified, close date)
Example queries:
  • “Show me high priority deals”
  • “Find open deals over $50k”
  • “Deals closing this month for ABC Company”
Retrieve comprehensive information about a specific deal including health indicators, engagement metrics, revenue data, and associated companies/contacts.
Find HubSpot companies by name with partial matching. Returns company IDs, names, and domains for use in deal filtering.
List HubSpot owners (users who can own deals) or find a specific owner by email. Returns owner IDs for use in deal filtering.
Find HubSpot contacts by email address. Returns contact IDs, names, and emails for use in deal filtering.

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Deal data enrichment

Ravenna automatically enriches deal data with:
Every deal includes associated companies with:
  • Company ID and name
  • Domain information
  • Primary company designation
This enables grouping and analysis by company without additional API calls.