CRM

Analyze HubSpot data with AI

Your AI analyst for HubSpot — contacts, deals, tickets, and pipelines.

What you can ask

Questions you can answer instantly

How many open deals do we have, broken down by stage and owner?
What's the win rate by lead source for deals closed this quarter?
Show me deals over $50k that have been in 'Proposal Sent' for more than 30 days.
Average time-to-close for deals in the Enterprise pipeline this year.
Which companies in the Healthcare industry have no contacts in 'Lifecycle: Customer'?
List the 20 most recently created tickets with their priority and pipeline.
How many tickets did we close last week, by category?
Which contacts haven't been touched in 90 days but are in an open deal?
Show me the conversion rate from 'Marketing Qualified Lead' to 'Sales Qualified Lead' this year.
Features

Pipeline & Deal Analytics

Stop building HubSpot reports for every variant of the same pipeline question. Ask once, get the breakdown — by stage, owner, source, or time.

  • Deal volume and value by stage, owner, or pipeline
  • Stage-to-stage conversion and average time-in-stage
  • Win rate by source, segment, or rep, over any period
  • Open deals slipping past expected close date
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Contact & Company Insights

Search and segment your CRM records in plain English — including against custom properties — without saved views or list-builder rules.

  • Search contacts by any property combination, custom or default
  • Group companies by industry, lifecycle stage, or ARR band
  • Surface contacts with no recent activity for re-engagement
  • Rank companies by deal volume, ticket count, or last meeting
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Ticket & Support Visibility

Get a read on Support without leaving the conversation — open volume, aging, SLA risk, and which accounts are bleeding tickets.

  • Open ticket volume by pipeline, priority, or stage
  • Average time-to-first-response and time-to-close
  • Tickets aging past SLA, grouped by owner or category
  • Accounts generating disproportionate ticket volume
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Frequently asked questions

How do I connect HubSpot to Sequel?

Click 'New Connection' → HubSpot, name it, and click 'Connect with HubSpot'. HubSpot's OAuth screen will ask you to choose a portal and confirm the read-only CRM scopes Sequel needs. The whole flow takes under a minute.

What HubSpot permissions does Sequel ask for?

Read-only access to contacts, companies, deals, tickets, and their schemas: crm.objects.{contacts,companies,deals,tickets}.read plus crm.schemas.{contacts,companies,deals,tickets}.read. No write scopes are requested, so Sequel cannot create, update, or delete CRM records.

Does Sequel support custom properties?

Yes. The connector pulls the property schema for each object type at query time and uses your real custom property names — so 'ACV', 'Onboarding Status', or whatever you've built shows up in answers without manual configuration.

Can Sequel see Marketing Hub data — emails, forms, workflows?

Out of the box the connector ships read tools for CRM objects (contacts, companies, deals, tickets) and pipelines. Marketing assets like emails and workflows are not currently exposed; ping us if you need them and we'll prioritize.

What about multi-portal access?

Connect each portal as a separate Sequel data source — sandbox + production, or one per business unit — and the agent will treat them as independent sources you can query side by side or join across.

How does Sequel handle HubSpot rate limits?

HubSpot enforces per-portal API rate limits depending on your tier. Sequel respects them: it queues, batches, and back-offs around 429s. Heavy fan-out questions occasionally pause but won't fail silently.

How fresh is the data?

It's live. Each question hits the HubSpot CRM API at query time, so the answer reflects the current state of your portal — within HubSpot's own eventual-consistency windows for very recently updated records.

Does Sequel store my HubSpot data?

No. Only your OAuth tokens are stored, encrypted at rest with AES-256-GCM, and refreshed automatically as they expire. Query results live in your session and are discarded after. You can revoke Sequel from HubSpot → Settings → Integrations → Connected Apps at any time.

Can I combine HubSpot with my product or revenue data?

Yes. HubSpot + Stripe + Postgres is a common combo — ask one question that joins CRM stage, billing status, and product usage, and Sequel reasons across all three.

Start analyzing your HubSpot data today

Connect in minutes — then ask across all your data, not just one source.