Stop letting valuable sales intelligence get lost in WhatsApp chats!

Sales reps live on WhatsApp, but manually transferring conversation details, logging calls, updating deals, and setting follow-up tasks in HubSpot is a constant time drain. This friction leads to:

• Stale CRM data: Updates get delayed or skipped, making your pipeline inaccurate.

• Lost productivity: Reps waste hours switching between apps instead of selling.

• Missed opportunities: Important next steps or reminders aren't captured consistently.

Meet Cleo, your AI sales teammate directly within WhatsApp.

Cleo connects to your HubSpot account, allowing you to manage your CRM tasks using simple text or voice commands, right from the chat app you use all day.

Why connect Cleo to HubSpot?

Imagine finishing a sales call and instantly:

• Logging the call & notes: "Cleo, log a 15-min call with Acme Corp, discussed budget needs, follow up next week."

• Creating deals or contacts: "Cleo, create a new deal for 'Project Phoenix' linked to John Smith."

• Updating deal stages or fields: "Cleo, move the 'Project Phoenix' deal to 'Proposal Sent'."

• Setting reminders: "Cleo, remind me to call Sarah about the contract on Tuesday."

• Fetching quick info: "Cleo, what's the latest activity on the Acme deal?"

Cleo handles the HubSpot updates in the background, in an instant.

Connect Cleo to HubSpot to:

• Save your sales team hours of manual data entry every week.

• Ensure your HubSpot CRM is always accurate and reflects real-time activity.

• Boost productivity by keeping reps focused within their primary communication tool — WhatsApp.

• Never miss a follow-up or critical next step again.

Empower your team to work smarter, not harder. Let Cleo handle the HubSpot admin from WhatsApp, so your reps can focus on closing deals.