CRM

AI Agents for Hubspot

Get faster insight from HubSpot by deploying AI agents on live deal, pipeline, and customer data to support analysis, reporting, and forecasting

CRM

Turn sales data into action

Concourse works directly with your CRM to surface deal movement, customer changes, and risk, so teams act faster and close more revenue

10x your output

Get more analysis and reporting done with the team you have

Automate sales reporting

Eliminate manual pipeline reporting and move faster with clearer visibility

Live pipeline visibility

See deal movement, stage changes, and slippage as it happens

Connect in minutes

Connect your CRM in minutes and instantly start querying your data

Explore Concourse use cases

Use case

Close Management Agent

Put forecasting on autopilot, and stop updating the same model every month

Learn more

Built to work with your existing stack

Concourse integrates natively with the systems you already rely on, so you can connect data quickly without changing your stack

See how teams use Concourse to eliminate manual work and make better decisions

CurbWaste

How CurbWaste cut month end close review time by 2 days and reduced manual work by 75% with Concourse

Maximus

How Maximus saved $70K and reduced manual finance work by 85% with Concourse AI Agents

Lightmatter

How Lightmatter streamlined complex financial management and saved 12+ hours monthly with Concourse AI

Pave

How Pave cut vendor analysis time by 90% and freed 5+ hours per month with Concourse AI Agents

Finance teams move faster with Concourse

Make better decisions today

Connect your data to use Concourse AI agents

FAQs

How long does it take to connect to HubSpot?

Most HubSpot integrations connect in under 10 minutes using OAuth or API credentials. No engineering or IT tickets required.

Does Concourse write back to HubSpot?

No. Concourse uses read-only access to HubSpot. We pull data for analysis but never modify anything in your HubSpot account.

Is my HubSpot data secure?

Yes. Concourse is SOC 2 Type II certified and uses encrypted, read-only connections with role-based permissions and full audit trails. Your HubSpot data stays in your systems, and we don't train models on it. See more information about our security practices here.

Can Concourse analyze HubSpot data with other systems?

Yes. Concourse pulls from HubSpot and all your other connected systems together so you can run analysis across sources without exporting and stitching spreadsheets.

What if I use a system Concourse doesn't support yet?

You can upload CSVs for any data source, or request a new connector. We're always adding new integrations based on demand. See our full list of integrations or request a new integration by emailing us at hello@concourse.co.