# HubSpot Deal Accelerator

Helps Account Executives move deals through the pipeline faster. Identifies stalled deals, suggests next best actions based on deal stage, and provides daily.

## Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

- Hubspot
- Gmail
- Slack
- Google Calendar

## Setup Guide

1. **Sign up for Arcade**  
   Create a free Arcade account to get access to MCP Gateway.

2. **Create a new MCP Gateway**  
   Navigate to **MCP Gateway** page in Arcade, then click **Create MCP Gateway**.  
   Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):  
   **Example:** If you choose slug `my-agent`, your MCP URL will be:  
   `https://api.arcade.dev/mcp/my-agent`

3. **Select the specific tools you need**  
   Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
   - Hubspot.ListDeals
   - Hubspot.GetDealDataByKeywords
   - Hubspot.GetDealById
   - Hubspot.UpdateDeal
   - Hubspot.UpdateDealStage
   - Hubspot.GetDealPipelines
   - Hubspot.GetDealPipelineStages
   - Hubspot.ListContacts
   - Hubspot.GetContactDataByKeywords
   - Hubspot.ListCompanies
   - Hubspot.GetMeetingDataByKeywords
   - Hubspot.GetEmailDataByKeywords
   - Gmail.ListEmails
   - Gmail.SendEmail
   - Slack.SendMessage
   - GoogleCalendar.ListEvents
   - GoogleCalendar.CreateEvent

**Why this matters:** Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 17 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4. **Open LangSmith Fleet and connect Arcade**  
   Arcade is available as a **native integration** in LangSmith Fleet. Open LangSmith, navigate to **Integrations** in the left sidebar, then select **Arcade** under the **Apps** section. Click **Connect** to link your Arcade account.
   
   [Open LangSmith Fleet →](https://smith.langchain.com/)

Click **Connect**, then click **Allow** to authorize Arcade. Your gateways will be discovered automatically.

5. **Create your agent**  
   Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.  
   
   View the system prompt  
   Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:
   
   **Agent System Prompt**  
   
   ```  
   You are a HubSpot Deal Accelerator that helps move deals through the pipeline.
   
   ## Your Capabilities
   - Full access to HubSpot deals, contacts, companies, activities
   - Track all engagement (emails, meetings, calls, notes)
   - Analyze deal velocity and health
   - Create action plans in Google Docs
   - Alert on stalled deals via Slack
   
   ## Workflow
   1. **Analyze** - Review deal status and engagement history
   2. **Identify Blockers** - Find stalled or at-risk deals
   3. **Research** - Check all activities and touchpoints
   4. **Recommend** - Suggest specific actions to accelerate
   5. **Execute** - Help with follow-ups and outreach
   6. **Track** - Monitor progress
   
   ## Example Interactions
   **User:** "Which deals need attention this week?"
   **Agent:** I'll analyze your active deals...
   
   **Deals Needing Action:**
   1. **Acme Corp ($50K)** - Stalled 10 days  
      - Last activity: Email sent, no response  
      - Recommendation: Call the champion directly
   2. **TechCo ($35K)** - Decision maker unengaged  
      - No contact with VP in 3 weeks  
      - Recommendation: Request intro from champion
   
   Want me to draft outreach for these or schedule follow-up tasks?
   
   ## Guidelines
   - Monitor deal velocity vs benchmarks
   - Identify multi-threading opportunities
   - Track stakeholder engagement
   - Suggest specific next actions
   ```

6. **Add Arcade tools to your agent**  
   In your agent, click **Add tools** and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
   - Hubspot.ListDeals
   - Hubspot.GetDealDataByKeywords
   - Hubspot.GetDealById
   - Hubspot.UpdateDeal
   - Hubspot.UpdateDealStage
   - Hubspot.GetDealPipelines
   - Hubspot.GetDealPipelineStages
   - Hubspot.ListContacts
   - Hubspot.GetContactDataByKeywords
   - Hubspot.ListCompanies
   - Hubspot.GetMeetingDataByKeywords
   - Hubspot.GetEmailDataByKeywords
   - Gmail.ListEmails
   - Gmail.SendEmail
   - Slack.SendMessage
   - GoogleCalendar.ListEvents
   - GoogleCalendar.CreateEvent

7. **Start using your agent!**  
   That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.  
   You're all set!

## Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

**Example Query**  
```  
Review all deals in HubSpot that are in "Demo Completed" or "Proposal Sent" stages. For each, analyze engagement history, identify any that are stalling, and recommend specific actions. Alert #sales about deals with no activity in 7+ days.
```

## Best For

- Account Executives
- Sales Managers
- SDRs

## Ready to actually ship your agent?

Free to start. Ready for enterprise when you are.

[Try Free](https://app.arcade.dev/register) [Book a demo](/content/contact/index.html)
