Close + HubSpot Integration with AI Lead Intelligence

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Combine Apps

HubSpot Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

When a lead status changes in Close, V7 Go analyzes the full engagement history and syncs an enriched, AI-scored contact and deal record to HubSpot.

Data Source

Connect Close to V7 Go and automate lead qualification, sales pipeline management, and call activity tracking with intelligent AI-powered workflows.

CRM & Sales

Lead Management

Sales Analytics

Call Intelligence

AI Agent (by V7 Go)

AI Concierge Agent

Automatically coordinates tasks and multi-step workflows across tools and specialized automations.

Business

Multi-System Orchestration

Intelligent Delegation

Real-Time Monitoring

Destination

About

HubSpot

Connect HubSpot to V7 Go and automate lead scoring, customer insights, sales pipeline management, and relationship intelligence with intelligent AI agents.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

Example Workflow

HubSpot

Lead Status Sync

Popular workflows

Example

Input

Lead status changes

AI Agent

Output

Input

Lead status changes

New Lead Status Change

Emit new event when a Lead

Lead Record

AI Agent

AI Concierge Agent

Analyze

Reading the Close lead record including call logs, emails, and activity history

Identifying the reason for status change and key engagement signals

Scoring lead quality and readiness based on engagement depth and recency

Building an enriched contact profile with deal context and recommended HubSpot lifecycle stage

Creating or updating the HubSpot contact and deal record with full sales context

Analysis complete

Output

HubSpot

Creates or updates the HubSpot contact with AI-enriched profile, creates a deal record with Close engagement context, and logs a CRM note with recommended next steps

Create or Update Contact

Create Deal

Create Note

All actions triggered by agent

Sync enriched, AI-analyzed lead intelligence from Close to HubSpot automatically on every status change.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More sales CRM agents

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

AI Workflow Orchestration Agent

AI Workflow Orchestration Agent | Automate Multi-Step Processes | V7 Go

Business

Multi-Step Process Automation

Intelligent Approval Routing

System Integration & Data Sync

Add to workflow

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

AI Workflow Orchestration Agent

AI Workflow Orchestration Agent | Automate Multi-Step Processes | V7 Go

Business

Multi-Step Process Automation

Intelligent Approval Routing

System Integration & Data Sync

Add to workflow

Actions & Triggers

Build powerful

HubSpot workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New Custom Event

Emit new event when the configured types of events are triggered.

New Lead Status Change

Emit new event when a Lead

New Lead

Emit new event when a new Lead is created

New Opportunity

Emit new event when a new Opportunity is created

Agents automate actions in your apps

Add Contact to List

Adds a contact to a specific static list.

Batch Create Companies

Create a batch of companies in Hubspot.

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email.

Batch Update Companies

Update a batch of companies in Hubspot.

Batch Upsert Companies

Upsert a batch of companies in Hubspot.

Create Associations

Create associations between objects.

Create Communication

Create a WhatsApp, LinkedIn, or SMS message.

Create Company

Create a company in Hubspot.

Create Custom Object

Create a new custom object in Hubspot.

Create Deal

Create a deal in Hubspot.

Get started

Ready to connect

and

HubSpot

Keep both CRMs in sync

V7 Go connects Close and HubSpot with AI agents that enrich lead data and sync deal intelligence on every status change. Book a demo to see it live.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

HubSpot

Keep both CRMs in sync

V7 Go connects Close and HubSpot with AI agents that enrich lead data and sync deal intelligence on every status change. Book a demo to see it live.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

HubSpot

Keep both CRMs in sync

V7 Go connects Close and HubSpot with AI agents that enrich lead data and sync deal intelligence on every status change. Book a demo to see it live.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

HubSpot

Keep both CRMs in sync

V7 Go connects Close and HubSpot with AI agents that enrich lead data and sync deal intelligence on every status change. Book a demo to see it live.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go connect Close CRM and HubSpot?

V7 Go monitors Close for lead status changes. When a lead moves to a new status, the AI Concierge reads the full engagement history — calls, emails, notes — analyzes lead quality and context, and creates or updates the corresponding contact and deal record in HubSpot with enriched intelligence.

Which Close lead statuses can trigger the V7 Go workflow?

V7 Go can trigger on any Close lead status change. Common configurations include: triggering when a lead moves to Qualified, Demo Scheduled, or Proposal Sent — and syncing the enriched record to the appropriate HubSpot lifecycle stage.

What data does V7 Go sync from Close to HubSpot?

V7 Go syncs contact details, deal stage, engagement history summary, lead quality score, call notes, last activity date, and recommended next action. The AI agent enriches raw Close data with reasoning before writing it to HubSpot.

Does V7 Go handle duplicate contacts between Close and HubSpot?

Yes. V7 Go uses HubSpot's create-or-update contact action, which matches on email address. If the contact already exists in HubSpot, the record is updated rather than duplicated.

Can this workflow run the other direction — HubSpot to Close?

Yes. V7 Go workflows are bidirectional. You can configure a separate workflow where HubSpot deal stage changes trigger updates back to Close, keeping both CRMs in sync.

How is V7 Go priced for the Close + HubSpot integration?

Pricing is based on lead volume and team size. Contact V7 Go for a custom quote.

Partner program

Become a V7 Go Revenue Growth Partner

Join our revenue growth partner ecosystem and help your clients build intelligent CRM-to-CRM sync workflows that keep marketing and sales stacks aligned.

Partner program

Become a V7 Go Revenue Growth Partner

Join our revenue growth partner ecosystem and help your clients build intelligent CRM-to-CRM sync workflows that keep marketing and sales stacks aligned.

Partner program

Become a V7 Go Revenue Growth Partner

Join our revenue growth partner ecosystem and help your clients build intelligent CRM-to-CRM sync workflows that keep marketing and sales stacks aligned.

Partner program

Become a V7 Go Revenue Growth Partner

Join our revenue growth partner ecosystem and help your clients build intelligent CRM-to-CRM sync workflows that keep marketing and sales stacks aligned.

About

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.