7 Best AI Assistants for HubSpot in 2026
HubSpot is where a deal lives. It is not where a rep spends the day. The day happens in Gmail or Outlook, across a work calendar and a personal one, in the reply that lands at 9:40pm asking to move Thursday’s demo.
HubSpot’s own AI got much better in 2026, and it is genuinely good at the part that happens inside HubSpot. The assistants below split by how much of the rest of the day they cover.
TL;DR: Carly is the pick for the rep or founder whose work runs through the inbox, several calendars and HubSpot at once, because it answers, books and logs without waiting to be asked. Breeze Assistant comes with every HubSpot subscription and is the best help you will get inside HubSpot itself. HubSpot is a Carly integration, so you keep both.
1. Carly
Carly is an AI agent with its own real email address. It connects to HubSpot, to all of your Gmail and Outlook mailboxes, to your Google Calendar and Outlook calendars, and to thousands of apps beyond them.
Here is what that looks like for one rep. Josh is an account executive at a 40-person software company. His work mail is in Gmail, his biggest prospect sends Outlook invites, and his evenings sit on a personal Google calendar he forgets to check.
At 9:40pm, Claire at Brex replies to his thread. Can Thursday’s demo move to next week, can her CFO Michael join, and can someone send over the security questionnaire? Before Josh is awake, Carly has:
- Checked all of Josh’s calendars, work and personal, and offered Claire two times that are open on all of them
- Booked the one she picked and added Michael to the invite
- Created Michael as a contact on the Brex deal in HubSpot
- Pulled the security questionnaire from Google Drive and sent it from Josh’s own mailbox
- Logged the thread on the deal, pushed the close date, and left Josh a prep task
Josh gets one text in the morning saying what changed. After the demo, his Fathom summary arrives, and Carly reads it, moves the deal stage, fills in the next step, and puts a follow-up with the pricing Claire asked about in his drafts. Before a first call with any new lead, it looks the person and company up and adds a short brief to the contact.
What makes it different: it starts on its own. A new email, a calendar change or a form submission sets it going, so the follow-through happens at 9:40pm instead of at standup. It works across all of your mailboxes and calendars at once, and because it connects to thousands of apps, the doc, the invite and the HubSpot update are one job rather than three. You give it instructions in plain language by email or text, and the steps you repeat become free Zapier-style workflows.
Best for: Reps and founders who live in the inbox and need HubSpot to keep up. Pricing: Free Zapier-style workflows; AI agents from $35/month
Connect it at carlyassistant.com/integrations, or book a walkthrough on your own pipeline.
2. Breeze Assistant
HubSpot’s in-app assistant, the product that used to be called Breeze Copilot. It sits across HubSpot on web and mobile, knows your CRM, preps you for a meeting from the contact’s history, drafts content and handles routine CRM tasks. It can also draw on context from connected Google Workspace, Microsoft 365 and Slack. HubSpot includes it with every subscription at no additional cost.
What makes it different from Carly: it is at its best when you are in HubSpot asking it something. “What is going on with this deal” gets a sharp answer, but you still have to think to ask, and the reply to Claire, the rebooked demo and the sent questionnaire are still yours to do.
Best for: Anyone in HubSpot all day who wants answers without building reports.
3. HubSpot’s agents (Agent Hub)
Agent Hub, formerly Breeze Agents, is where HubSpot’s agents run. Two matter to a rep. Prospecting Agent watches accounts for buying signals, researches them and drafts outreach in the rep’s voice, with a review step you can later switch off. Smart Deal Progression, still in beta, reads meeting transcripts and suggests deal updates, follow-up emails and next steps after a call.
What makes it different from Carly: each agent does one HubSpot job, and they are metered. Agents run on HubSpot Credits: 500 a month included on Starter, 3,000 on Professional and 5,000 on Enterprise, with extra credits at $10 per 1,000 and nothing rolling over. Prospecting Agent uses 100 credits, or $1, for each lead it recommends outreach for. Smart Deal Progression needs Sales Hub Professional or Enterprise and a Sales seat. If the included credits run out and no packs have been bought, credit-based features pause until the monthly reset. See best AI agents for sales.
Best for: Sales Hub Professional teams that want outbound drafted inside HubSpot.
4. Claude with the HubSpot connector
HubSpot’s official connector for Claude reads and writes. From a chat, Claude can create and update contacts, companies, deals and tickets, log calls, meetings, notes, tasks and emails, and reason over engagement history. It works on every HubSpot plan for anyone with a paid Claude subscription, once a Super Admin approves it.
What makes it different from Carly: it is a strong analyst you drive from a chat. HubSpot’s own documentation lists the edges: no deletes, bulk changes capped at 10 at a time, and one HubSpot account per Claude account, so a founder with two portals disconnects and reconnects to switch. Claude’s Cowork scheduled tasks run on a clock, so nothing arriving in HubSpot or the inbox starts a run. See Claude + HubSpot.
Best for: Pipeline analysis and one-off cleanups across many deals.
5. ChatGPT with the HubSpot connector
HubSpot’s ChatGPT connector has two modes, chat for quick questions and deep research for longer analysis, plus write actions that create and update contacts, deals and leads and log notes and tasks. HubSpot makes it available on every plan to anyone with an OpenAI account, in the web version of ChatGPT.
What makes it different from Carly: the work happens inside ChatGPT, and its event triggers stop short of the CRM.
Three apps is not a stack. ChatGPT's Scheduled Tasks fire on Gmail, Slack and GitHub events and on nothing else, while Claude's Cowork tasks still run on a clock alone. The CRM, the intake form, the billing system and the calendar all sit outside that list, which is where most of the work actually starts. Carly is already watching those, and moves the moment something happens.
See ChatGPT + HubSpot.
Best for: Deep research on accounts and segments.
6. Fathom and Gong
Meeting recorders that write back to HubSpot. Fathom syncs call summaries and action items to the contact and deal, and its Business plan ($25 per user per month billed annually, $34 monthly) maps insights into specific HubSpot fields. Gong does the same at enterprise scale, with sales-led pricing.
What makes it different from Carly: they own the call itself. Carly picks up from their output: connect Fathom or Gong and each summary becomes a moved deal stage, a follow-up in drafts and a booked next meeting. See Fathom alternatives.
Best for: Teams that run most of the pipeline on video calls.
7. Lavender
A sales email coach that runs inside Gmail and Outlook, scoring drafts as you write and suggesting fixes, with integrations for HubSpot, Outreach, Salesloft, Apollo and Gong. The coach installs free, and team plans go through a demo.
What makes it different from Carly: it makes the email better and leaves the sending, the logging and the next meeting to you. See Lavender alternatives.
Best for: SDRs writing a high volume of cold email.
HubSpot AI Assistants Compared
| Tool | Works across your inboxes and calendars | Starts work on its own | Writes to HubSpot | Price |
|---|---|---|---|---|
| Carly | Yes, all of them | Yes, on new email, calendar events and forms | Yes | From $35/mo |
| Breeze Assistant | Reads connected Google Workspace and Microsoft 365 | No | Yes | Included with HubSpot |
| HubSpot agents | No | Yes, within each agent’s job | Yes | HubSpot Credits |
| Claude + connector | Through separate connectors | Clock-based tasks only | Yes, no deletes | Paid Claude plan |
| ChatGPT + connector | Through separate apps | Gmail, Slack and GitHub events | Yes | ChatGPT plan |
| Fathom / Gong | Meetings only | After each call | Summaries and fields | Fathom Business $25/user/mo; Gong by quote |
| Lavender | Drafting in Gmail and Outlook | No | Via integration | Free to install |
How to pick
If you mostly need answers about your pipeline while you are already in HubSpot, Breeze Assistant is paid for. If you are on Sales Hub Professional and want outbound drafted inside HubSpot, budget credits and try Prospecting Agent. For a one-off analysis or cleanup across hundreds of deals, Claude or ChatGPT with the connector will do it well.
If your day is the inbox and the calendar, and HubSpot is always a step behind, go with Carly. Keep Breeze for questions inside HubSpot and let Carly handle the follow-through outside it, logging the result back to the deal. For HubSpot automation built as workflows, see best AI automation tools for HubSpot. If you are still choosing a CRM, see best AI CRM tools.
FAQ
What is the best AI assistant for HubSpot? Carly, for reps and founders whose work runs through email and calendars. It connects to HubSpot and to all of your Gmail and Outlook accounts, and acts when a new email or meeting arrives. Breeze Assistant is the best option for help inside HubSpot itself.
Is Breeze Assistant free, and what do HubSpot Credits cover? Breeze Assistant is included with HubSpot subscriptions at no additional cost. HubSpot’s agents run on credits: 500 a month included on Starter, 3,000 on Professional and 5,000 on Enterprise, $10 per additional 1,000, and unused credits expire each month. Prospecting Agent uses 100 credits per lead. Carly’s AI agents start at $35/month.
Can ChatGPT or Claude update HubSpot? Yes. Both official HubSpot connectors create and update CRM data and log activity from a chat, and Claude’s handles bulk changes 10 at a time with no deletes. Neither starts because something changed in HubSpot or your inbox. Carly runs the same updates the moment an email, meeting or form comes in.
How do I connect HubSpot to Carly? Open carlyassistant.com/integrations, find HubSpot and sign in. Add your Gmail or Outlook accounts and calendars on the same page, then email or text Carly what you want done.
Do Carly and Breeze work together? Yes. Carly writes to HubSpot the way a teammate would, so Breeze Assistant, your HubSpot workflows and your reports all see what it logs. Most teams keep Breeze for questions inside HubSpot and use Carly for the follow-through in the inbox. To see it on your own pipeline, book a call.
More: Claude + HubSpot · ChatGPT + HubSpot · HubSpot MCP · Best AI assistants for Gmail · Best AI assistants for Outlook · Best AI tools for sales reps
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"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
