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Agent Planners

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Agent Planners

An approval-gated AI agent for connected marketing data, campaigns, and HubSpot workflows
Installs
<10 installs
Sign in to installRequires Agent Planners subscription

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

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

Agent Planners task showing an approval-gated marketing plan and a pending action for review.

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.

Agent Planners settings showing a customer-managed AI model endpoint and per-agent model selection.

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

Agent Planners workspace showing tasks, reusable skills, and a detailed execution log.

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
Data Source
Sync Direction
In HubSpot
In HubSpot

Contacts

Contacts

Contacts

Companies

Companies

Companies

Deals

Deals

Deals

More info about shared data

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

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This app requires one of the following Agent Planners subscription plans.

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

$0/month. Includes 2,500 credits each month, approximately 1 to 2 typical tasks. No credit card required.

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

$0/month. Includes 2,500 credits each month, approximately 1 to 2 typical tasks. No credit card required.

* 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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