Turn your HubSpot pipeline into the next sales action.

Vera works with your companies, contacts, deals, and sales activity to research accounts, prepare follow-ups, and carry recurring sales work forward.

Sales work with HubSpot

Use CRM history to explain why an account needs attention, then combine it with Company Brain and fresh research. A missing next step can become a concrete draft, task, or approved CRM update.

  • Companies
  • Contacts
  • Deals
  • Activities

New lead review

Read contacts → Research company → Assess fit → Prepare routing

Stale deal review

Review activity → Investigate context → Recommend next step

Won-customer research

Read Closed Won → Identify patterns → Find lookalikes → Prepare outreach

Set the access around the work

Connect the account, review the available actions, and choose approval boundaries. Workflow examples illustrate what to configure; they do not promise a native webhook for every event. Scheduled reviews can be used where supported.

Plan your setup

Available across Vera plans.

Next steps