
Workleap Agent
Built by - Workleap
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions No HubSpot permissions required. Workleap Agent may request additional permissions while connecting. Access Type Personal Workleap Agent Subscription - Standard, Pro, or Enterprise plans
Overview

1/2 - Workleap Agent HubSpot new opportunities
Bring your HubSpot CRM into the moments managers actually manage.
Workleap is the system of action for managers. It takes the admin, the update chasing, and the prep off their plates, and gives them the people insights they need to lead high-performing teams. Connecting HubSpot adds the half of the picture Workleap can’t see on its own: what a manager’s people are actually working on.
Once a manager connects their HubSpot account, they can ask the Workleap Agent about their CRM in plain language — and the answer arrives inside the work they were already doing, not in another tab.
Prep a 1:1 with the pipeline already in front of you. “What’s Sam working on this week?” pulls their open deals, the accounts that moved, and the tickets still sitting there — next to the 1:1 agenda the Agent drafted.
Write performance reviews from evidence, not memory. The Agent gathers what it can see in Workleap — goals, feedback, recognition — and now it can pull the HubSpot record alongside it, so a review of a seller reflects the quarter they actually had.
Get the daily briefing with context. The Agent’s morning read on what to know, do, and unblock can account for the deals that slipped and the tickets that aged, not just the people signals.
Ask questions across both systems at once. “Which of my reports has the most stalled deals?” answered once, instead of a CRM export and a spreadsheet.
How the connection works
Each manager connects their own HubSpot account. The Agent then reads HubSpot strictly as that person: it can only see the records that user could open in HubSpot themselves, and their own permissions travel with every request.
The integration is read-only. The Workleap Agent reads contacts, companies, deals, tickets, owners, properties, campaign, and content analytics data from HubSpot. It does not create, edit, or delete anything in your HubSpot account.
Features

Prep a 1:1 with the pipeline already in front of you
“What’s Sam working on this week?” pulls their open deals, the accounts that moved, and the tickets still sitting there — next to the 1:1 agenda the Agent drafted.

Write performance reviews from evidence, not memory
The Agent gathers what it can see in Workleap — goals, feedback, recognition — and now it can pull the HubSpot record alongside it, so a review of a seller reflects the quarter they actually had.

Ask questions across Workleap and HubSpot at once
“Which of my direct reports has the most stalled deals?” answered once, instead of a CRM export and a spreadsheet.
Reviews
Pricing
Standard
$4,999
/yearStandard
$4,999
/year* 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: 09/24/2026
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