AI for HubSpot that knows the rest of your business
HubSpot holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads HubSpot together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep HubSpot; nothing is replaced or re-entered.
What Liaison does with HubSpot
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across HubSpot and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in HubSpot
49 kinds of HubSpot data Liaison can read on its own, every time it answers a question or does a job.
- Get Actor
- Get Associated Emails
- Get Associated MeetingsList meetings associated with a contact, company, or deal in HubSpot
- Get Blog Post Draft
- Get Channel
- Get Company
- Get Contact
- Get CRM Objects
- Get Custom Object
- Get Deal
- Get Engagements
- Get File Public URLGet a publicly available URL for a file that was uploaded using a Hubspot form
- Get Inbox
- Get Meeting
- Get Meeting Link AvailabilityFetch the upcoming availability windows (and busy times) for a meeting scheduling page
- Get Meeting Link Booking InfoRetrieve the booking configuration and availability for a meeting scheduling page
- Get Owner
- Get Properties
- Get Sequence EnrollmentRetrieve a contact's sequence enrollment status
- Get Subscription PreferencesRetrieves the subscription preferences for a contact
- Get ThreadRetrieves a single thread's metadata, including status, assignee, associations, and latest-message info
- Get User Details
- List Associated Engagements
- List Association Labels
- List Blog Posts
- List CampaignsRetrieves a list of campaigns
- List ChannelsRetrieves a list of channels
- List CRM Associations
- List Custom Object Properties
- List Custom Object Schemas
- List Custom Objects
- List FormsRetrieves a list of forms
- List InboxesRetrieves a list of inboxes
- List Marketing EmailsRetrieves a list of marketing emails
- List Marketing EventsRetrieves a list of marketing events
- List Meeting LinksList meeting scheduling pages for a HubSpot organizer
- List MessagesRetrieves a list of messages in a thread
- List OwnersList owners (users) in the HubSpot account
- List PagesRetrieves a list of site pages
- List Pipelines and StagesList all pipelines and their stages for deals or tickets
- List TemplatesRetrieves a list of templates
- List ThreadsRetrieves a list of threads
- Retrieve Quotes
- Retrieve Workflow DetailsRetrieve detailed information about a specific workflow
- Retrieve Workflow Emails
- Retrieve WorkflowsRetrieve a list of all workflows
- Search CRM
- Search CRM ObjectsSearch HubSpot CRM records (contacts, companies, deals, tickets, etc.) using text queries or filters
- Search Properties
What it can do in HubSpot
52 actions Liaison can take in HubSpot. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add CommentAdds a comment to a thread
- Add Contact to ListAdds a contact to a specific static list
- Add Note to Contact
- Archive ThreadArchives a thread (soft delete)
- Batch Create CompaniesCreate a batch of companies in Hubspot
- Batch Create or Update Contact
- Batch Update CompaniesUpdate a batch of companies in Hubspot
- Batch Upsert CompaniesUpsert a batch of companies in Hubspot
- Book Meeting on Meeting LinkBook a meeting on a HubSpot meeting scheduling page
- Clone Marketing EmailClone a marketing email in HubSpot
- Clone Site PageClone a site page in Hubspot
- Create a New Workflow
- Create AssociationCreate an association (link) between two CRM records
- Create AssociationsCreate associations between objects
- Create Blog Post
- Create CommunicationLog a WhatsApp, LinkedIn, or SMS communication in HubSpot
- Create CompanyCreate a company in HubSpot
- Create Contact WorkflowCreate a contact workflow in Hubspot
- Create CRM ObjectCreate a new CRM record (contact, company, deal, ticket, etc.)
- Create Custom Object
- Create DealCreate a deal in HubSpot
- Create EngagementCreate a task, meeting, email, call, or note engagement with optional associations
- Create FormCreate a form in HubSpot
- Create Landing PageCreate a landing page in Hubspot
- Create LeadCreate a lead in HubSpot associated with an existing contact
- Create Marketing EmailCreate a marketing email in Hubspot
- Create MeetingCreate a meeting engagement in HubSpot
- Create NoteCreate a HubSpot CRM note
- Create or Update ContactCreate a contact in HubSpot, or update it when one with the same email already exists (enable Update If Exists)
- Create PageCreate a page in HubSpot
- Create TaskCreate a task engagement in HubSpot
- Create TicketCreate a support ticket in HubSpot
- Delete a Workflow
- Enroll Contact in SequenceEnroll a contact into a HubSpot sequence
- Enroll Contact Into WorkflowAdd a contact to a workflow
- Push Blog Post Draft Live
- Retrieve Migrated Workflow Mappings
- Schedule Blog Post
- Send MessageSends a message to a thread
- Unarchive ThreadRestores a previously-archived thread, returning it to the active inbox
- Update Blog Post
- Update Blog Post Draft
- Update Company
- Update Contact
- Update CRM Object
- Update Custom Object
- Update Deal
- Update Fields on the FormUpdate some of the form definition components
- Update Landing PageUpdate a landing page in HubSpot
- Update Lead
- Update PageUpdate a page in Hubspot
- Update ThreadUpdates an existing thread's status
Works alongside HubSpot
The tools Liaison most often reads together with HubSpot.
Read together: HubSpot and QuickBooks · HubSpot and Salesforce · HubSpot and NetSuite · HubSpot and Shopify · HubSpot and Slack · HubSpot and LinkedIn · HubSpot and Zoom · Asana and HubSpot · HubSpot and Mailchimp · HubSpot and Zendesk · HubSpot and Stripe · HubSpot and RingCentral · Gmail and HubSpot · HubSpot and Jira · HubSpot and Intercom · HubSpot and PandaDoc · Aircall and HubSpot · DocuSign and HubSpot · HubSpot and Xero · HubSpot and Pipedrive · Calendly and HubSpot · Apollo and HubSpot · HubSpot and WooCommerce
Liaison in HubSpot, set up with you, for $629 a month.
- Connects to HubSpot with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about HubSpot with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace HubSpot?
No. You keep HubSpot exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to HubSpot?
With access you grant from your own HubSpot account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in HubSpot without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.