Ancil
Built by - INSIDEA Inc.
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Ancil Subscription - Starter, Essential, Freedom, or Enterprise plans
Overview
1/3 - Ancil dashboard showing portal score, open findings, resolved work, and last audit timing
Ancil is a governed HubSpot operations platform for teams that need their portal to stay clean, useful, and accountable after implementation. It runs deterministic checks across supported CRM records, automation, lists, tickets, users, permissions, marketing, service, content, and commerce surfaces available to the connected account.
Ancil converts that evidence into prioritized findings, reports, onboarding work, and drafted actions. Ask AI explains stored audit results and synchronized portal context. It does not make live conversational HubSpot calls or modify HubSpot from chat.
Supported corrective actions use predefined operations and validated payloads. An authorized user reviews the evidence, approves the exact action, and receives verification and an activity record after execution.
Features
Deterministic HubSpot operations audit
Run repeatable checks across supported CRM and portal configuration, then turn evidence into prioritized findings, reports, and drafted actions for team review.
Governed HubSpot action queue
Review a predefined action and its exact payload, approve it, then see the post-execution verification and activity record. Ask AI cannot execute changes.
App Functionality
Shared Data
CRM records and portal operations data | ||
Company operations data | ||
Deal operations data | ||
Line item operations data | ||
List operations data | ||
Contact schema data | ||
Company schema data | ||
Deal schema data | ||
Owner data | ||
Ticket data | ||
Workflow configuration data | ||
User, team, and security data | ||
Communication preference data | ||
Form configuration data | ||
Campaign data | ||
Conversation data | ||
File metadata | ||
CMS content data | ||
Marketing email data | ||
Product data | ||
Quote data | ||
Invoice data | ||
Subscription data | ||
Payment data | ||
Order data | ||
Feedback submission data | ||
Custom object schema data | ||
Forecast and goal data |
HubSpot sends Ancil the portal data required for deterministic audits and governed operations, including supported CRM records, owners, lists, tickets, schemas, users, security, automation, marketing, content, service, files, and commerce metadata. Ancil stores encrypted OAuth tokens, workspace settings, portal metadata, audit history, findings, reports, approvals, and verified action history. Approved write actions are limited to HubSpot tasks, additive deal pipelines, lists, and CRM schemas, and each action requests only its exact write scope through incremental authorization. Optional data coverage depends on the scopes and HubSpot subscription features granted by the installing account. Knowledge-base quality review uses customer-provided or manual evidence.
Reviews
Pricing
Starter
$0
Weekly read-only HubSpot diagnosis for one portal.
Manual review of drafted actions
Prioritized findings roadmap
Baseline audit score
One connected HubSpot portal
Starter
$0
Weekly read-only HubSpot diagnosis for one portal.
Manual review of drafted actions
Prioritized findings roadmap
Baseline audit score
One connected HubSpot portal
* 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: 08/13/2026
More info
Built by - INSIDEA Inc.
Installs - 10+ installs
Categories Languages this app is available in English
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