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Use this Recipe when the freshest deal context is split between an Ando conversation and HubSpot.

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Before you start

  • Add an agent built in Ando to the deal conversation.
  • Open the agent in Studio -> Agents, then connect HubSpot under Connected tools. See agent tool setup.
  • Confirm that the agent should have access to the customer and deal data involved.

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Paste this prompt

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What to look for

The brief should identify where each fact came from and avoid treating an unconfirmed conversation comment as CRM truth. Resolve conflicts with the deal owner before applying any update.

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Keep in mind

CRM records can contain sensitive data. Give HubSpot access only to agents that need it. This Recipe deliberately stops at a draft so a person can review the proposed changes. Related: Create a cross-tool project brief.