Update HubSpot Deal from WhatsApp
Tell the agent to move a deal to a new stage, add notes, or update the amount — all from a chat message.
Conversation Example
Move the DataFlow deal to 'Proposal Sent' and update the amount to $36,000. Add a note: sent revised proposal with annual discount.
Updating HubSpot...
Done! Updated DataFlow deal: - Stage: Qualification → Proposal Sent - Amount: $24,000 → $36,000 - Note added: "Sent revised proposal with annual discount" - Last activity: Just now Pipeline total moved to $187,000 this quarter. Want me to schedule a follow-up reminder in 3 days?
Yes, remind me on Thursday
Reminder set: Thursday April 10, 9:00 AM — "Follow up with DataFlow on revised proposal ($36K)"
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