Put Your HubSpot CRM on Autopilot
Read deals, contacts, and tickets. Write status and priority back. Fire a workflow the instant a contact or ticket is created. Then let AI do the reading, scoring, and summarizing your team doesn't have time for.
HubSpot holds the deals, contacts, and tickets your business runs on. The problem is rarely the data — it's the recurring work around it. Someone has to review the pipeline every Monday, chase the deals going cold, score every new lead, and triage every ticket before it breaches SLA.
Flywheel turns those into workers: visual workflows that read from HubSpot, write back to it, and loop in your team over Slack — with AI handling the judgment calls in the middle.
What You Can Do
Pull deals, contacts, and tickets as records. Filter them, collect them, and feed them straight into an AI node.
Update a contact's lead status or a ticket's priority right on the object. The decision your workflow makes lands back in HubSpot.
Fire a workflow the moment a contact or ticket is created. HubSpot's webhook hydrates the full record and starts the run.
Look up the owner on any deal or ticket mid-workflow, so digests and nudges name the rep instead of an opaque id.
Worker: Sales Ops
One clone, three workflows that keep a sales team's pipeline healthy and no lead unhandled.
Every Monday, reads all deals, resolves their owners, filters to what's open, and posts an AI summary of where the pipeline stands — total value, biggest deals, what's closing soon — to Slack.
Every day, flags open deals untouched for 14+ days and posts an AI-drafted nudge list grouped by owner — so deals get chased before they go cold.
Every new contact gets scored by AI against your ideal customer — hot, warm, or cold — written back to HubSpot as a lead status, with the hot ones pinged to your team in real time.
Worker: Support Ops
Two workflows that keep a support team ahead of its ticket queue.
Every new ticket gets classified by AI — category, priority, sentiment, a one-line summary, and a suggested first reply. The priority is written back to HubSpot, and the urgent or unhappy ones alert your team in Slack.
Every few hours, flags tickets with no activity in 24+ hours and posts an AI summary of what's slipping, grouped by owner — so nothing breaches its SLA unnoticed.
The Pattern Underneath
Every one of these is the same shape: read from HubSpot → let AI judge → write back and tell a human. A schedule or a webhook starts it, a filter keeps it focused, an AI node makes the call, and Slack delivers the result.
Clone a template and a short setup wizard asks for your company, what you sell, and your ideal customer — then writes those into the AI prompts for you. Every threshold, prompt, and channel is editable on the canvas afterward. These are starting points, not black boxes.
Get Started
Clone the Sales Ops or Support Ops worker and a short wizard walks you through wiring HubSpot, Slack, and an AI connection — you'll be running in minutes. Or start from a blank canvas and build exactly the workflow your team needs.