
Agent Planners
Built by - Running for the front Limited
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Personal Agent Planners Subscription - Free, Lite, Starter, Scale, or Agency plans
Overview
1/5 - AgentPlanners HubSpot step by step video demo
Agent Planners is an approval-gated AI workspace for marketing and growth operations. Connect HubSpot with your marketing, analytics, and advertising tools, then ask questions or assign work in plain language.
The agent brings together CRM context, campaign performance, and connected-account data to surface opportunities, prepare reports, and propose next actions. It can help teams route qualified-lead context into HubSpot, keep attribution information actionable, and turn performance insights into repeatable workflows.
Every workflow is observable: users can review the plan, proposed actions, and outcomes before changes run. By default, actions that modify connected systems wait for approval, giving marketing and revenue teams automation without sacrificing control or accountability.
Features

Execute with approval controls
Turn a plain-language goal into an observable marketing workflow. Agent Planners plans, executes, and verifies work across connected tools. Every change waits for approval by default. Enable auto-approval only for the tasks and schedules your team explicitly trusts.

Build-in AI Gateway and Bring your own model with control
Build-in AI Gateway to select the most powerful model or Use an OpenAI-compatible endpoint you control for LLM inference, including Azure AI, vLLM, OpenRouter, or self-hosted models. Select models per agent while retaining organization isolation, encrypted credentials, approval controls, and a complete execution audit trail. Available on paid plans

Organized tasks, skills, and execution logs
Keep marketing operations organized by workspace and organization. Reusable Skills capture proven methods, Tasks track each request from plan to outcome, and execution logs show what ran, when it ran, and why. Teams can review history before repeating or scheduling a workflow.
App Functionality
Shared Data
![]() Contacts | ||
![]() Companies | ||
![]() Deals |
Agent Planners reads [contacts/companies/deals] the connected user can see, to report pipeline and revenue by traffic source. It creates or updates records only when the user grants the optional write permission
Reviews
Pricing
Free
$0
Explore Agent Planners with 2,500 monthly credits and no credit card required.
Approval gate for every write
Scheduled tasks
Account memory and reusable skills
Full audit log
Native integrations and custom MCP tools
Free
$0
Explore Agent Planners with 2,500 monthly credits and no credit card required.
Approval gate for every write
Scheduled tasks
Account memory and reusable skills
Full audit log
Native integrations and custom MCP tools
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/28/2026
More info
Built by - Running for the front Limited
Installs - <10 installs
Categories Languages this app is available in English
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