HubSpot CRM AI Live Chat - 29 Live Tools

Your CRM has everything.
Your chatbot knows nothing.

Velaro connects directly to HubSpot via the API. Your AI bot looks up contacts, creates deals, manages tickets, and pushes conversation transcripts -- all without leaving the chat.

29
Live HubSpot tools
Auto
Transcript push to CRM
1-click
OAuth setup
0
Duplicate data entry

Every chat is a CRM event. Velaro makes sure it's captured.

Your sales and support teams live in HubSpot. Velaro makes sure every AI conversation flows directly into your CRM -- contacts created, deals updated, tickets opened, transcripts logged.

29

Live HubSpot tools -- contacts, deals, tickets, tasks, sequences

From contact lookup to deal creation to ticket escalation, Velaro's AI handles the full CRM workflow in a single conversation.

Auto

Transcript push -- every AI conversation logged to the contact timeline

Zero manual data entry. Every chat automatically appears in HubSpot as a note on the contact's timeline.

24/7

Inbound lead capture and qualification -- even when your reps are offline

Velaro qualifies leads, creates contacts, enriches deal data, and routes hot leads to the right rep -- at 2am if needed.

0

Duplicate contacts -- Velaro checks before creating

Before creating a new contact, Velaro searches HubSpot by email. Existing contacts get updated, not duplicated.

Every capability -- live on connect

No configuration required. Connect your account and every tool activates automatically.

👤

Contact Management

  • Search contacts by email/name
  • Get full contact profile
  • Create new contact
  • Update contact properties
  • Search across contacts
  • Link to companies & deals
🏢

Company Management

  • Search companies
  • Get company details
  • Get all contacts at a company
💼

Deals & Pipeline

  • Get all deals for a contact
  • Search deals
  • Get deal details
  • Update deal stage/value
  • Create new deal
  • Get pipeline stages
🎫

Tickets & Support

  • Create support ticket
  • Get ticket details
  • Get all tickets for a contact
  • Search tickets
  • Update ticket status/priority

Tasks & Follow-Ups

  • Get tasks for a contact
  • Create follow-up task
📝

Engagements & Notes

  • Add note to contact
  • Get full contact timeline
  • Get owners/reps list
  • Create engagement
  • Create & send quote
  • Enroll in sequence
  • Get form submissions
  • Get meetings

Every tool -- live on connect

No setup required. Every capability is active the moment you connect your account.

Tool 01

Search Contact

Find contact by email or name

Tool 02

Get Contact

Full contact profile with all properties

Tool 03

Update Contact

Update any contact property from chat

Tool 04

Create Contact

Create new contact -- checks for duplicates first

Tool 05

Search Contacts

Search across all contacts by any field

Tool 06

Search Companies

Find company by name or domain

Tool 07

Get Company

Full company profile with contacts and deals

Tool 08

Get Contact Companies

All companies associated with a contact

Tool 09

Get Deals

All open and closed deals for a contact

Tool 10

Search Deals

Search deals by name, stage, or amount

Tool 11

Get Deal

Full deal details including stage and value

Tool 12

Update Deal

Change deal stage, close date, or amount

Tool 13

Create Deal

Create new deal associated with contact

Tool 14

Create Ticket

Open support ticket from chat

Tool 15

Get Ticket

Full ticket details and status

Tool 16

Get Contact Tickets

All tickets associated with a contact

Tool 17

Search Tickets

Search tickets by subject or status

Tool 18

Update Ticket

Change ticket status or priority

Tool 19

Get Contact Tasks

All pending tasks for a contact

Tool 20

Create Task

Create follow-up task for a rep

Tool 21

Add Note

Add note to contact timeline

Tool 22

Get Contact Timeline

Full engagement history

Tool 23

Get Owners

List of all HubSpot owners/reps

Tool 24

Create Engagement

Log a call, email, or meeting

Tool 25

Get Pipeline Stages

All deal stages for the pipeline

Tool 26

Create Quote

Create and send a quote from chat

Tool 27

Enroll Sequence

Add contact to a HubSpot sequence

Tool 28

Get Form Submissions

Contact's form submission history

Tool 29

Get Meetings

Scheduled meetings for a contact

Velaro vs. HubSpot + Drift

FeatureVelaroDrift
Live CRM data in chat29 tools, zero configLimited to HubSpot native chat
Auto transcript to CRMEvery chat, automaticManual export
Create deals from chatNative -- one tool callNot supported
Create tickets from chatNative -- one tool callRequires workflow
B2B company lookupFull company profileBasic only
Pipeline management from chatUpdate stages, amounts, datesRead-only
Sequences enrollment from chatDirect from conversationNot supported
Pricing modelPer seatPer seat + usage

The math is simple.

Real numbers from businesses using Velaro. Your results will vary -- but the direction won't.

$90K/yr

Rep Time Saved

10-rep sales team spending 2 hrs/day on CRM data entry. Velaro automates it -- that's 20 hours/day recovered.

3x

Lead Response Speed

Leads contacted within 5 minutes convert 3x higher. Velaro's AI responds in 3 seconds, 24/7.

+28%

Pipeline Accuracy

When AI auto-updates deal stages from chat context, pipeline forecasting improves immediately.

Pre-built -- live in minutes

Pick a template, go live. No workflow builder experience required.

🎯

Lead Qualification Bot

Asks qualifying questions, scores the lead, creates a contact, and routes to the right rep in HubSpot.

💼

Sales Assistant Bot

Looks up contact history, retrieves open deals, and surfaces next-best-action for the rep.

🎫

Support Ticket Bot

Handles inbound support, creates HubSpot tickets, and escalates to agents with full context.

📝

Meeting Prep Bot

Pulls contact history, deal stage, and last engagement before scheduled calls.

📬

Follow-Up Bot

Creates tasks and enrolls contacts in sequences based on conversation outcome.

🤝

Agent Handoff Bot

Routes to live agent with full HubSpot contact profile already loaded.

Every question your customers ask.
Answered instantly.

Connect Velaro to HubSpot CRM AI Live Chat today. Live in under 5 minutes.