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Workleap Agent

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Connector

Workleap Agent

The AI agent that works for managers. Workleap is built to make good managers great. 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. Connect HubSpot and the Workleap Agent prepares 1:1s, drafts performance reviews, and answers questions about your team with their deals, tickets, and accounts already in view.
Built by
Workleap
Installs
<10 installs
Sign in to installRequires Workleap Agent subscription

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

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

1:1 Prep

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.

performance-review

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.

user-query

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.

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

Standard

$4,999

/year

Standard

$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

More info

Built by
Workleap
Installs
<10 installs
Categories
Languages this app is available in
English and French

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