Find a contact
Ask who the contact is at a company, or look someone up by name.
HubSpot Slack and Teams integrationA HubSpot assistant that works in Slack and Teams
Ask Toby who the contact is at a company, what you have on file and what was last noted. It answers in the thread and adds a note to the record only after you approve it.
2,000 free credits, no card needed, $25 a month after that.
What Toby does with HubSpot
Look up a company
Ask which contacts you have at a company and what the record holds.
Add a note after a call
Tell Toby what was agreed. It shows you the note and adds it to the record once you press Approve.
Prepare a call brief
Before a meeting, Toby pulls the company record and its contacts into a short brief you can read in a minute.
Friday tidy-up check
Toby lists contacts with no email address and companies with no contacts, so someone can fix them.
Get a straight answer when there is no match
If Toby cannot find the record, it says so and asks for another name or detail.
Jobs that span tools
Connect two tools and Toby can work across both in one thread.
Before a renewal conversation
Toby shows the company and contact from HubSpot beside the open invoices from Xero.
HubSpot and Xero
Log a customer thread
Toby summarises the email thread from Outlook and proposes a note for the HubSpot record. You approve it before it is added.
HubSpot and Outlook
Call prep in your meeting page
Toby writes the call brief from HubSpot into the meeting page in Notion.
HubSpot and NotionHubSpot in Slack and in Teams
Mention Toby in any channel it has joined.
Slack
Dana
@Toby who is the contact at Fernbrook Logistics?
TobyAPP
Fernbrook Logistics has one contact in HubSpot: Maya Chen.
Dana
@Toby add a note to Fernbrook Logistics: sent the revised quote, waiting on sign-off.
TobyAPP
Here is the note for Fernbrook Logistics: “Sent the revised quote, waiting on sign-off.” Add it in HubSpot?
Add note to Fernbrook LogisticsApproveReject
TobyAPP
Note added to Fernbrook Logistics.
Example thread. Names and figures are made up.
Microsoft Teams
Sam
@Toby which contacts do we have at Harbour Street Cafe?
Toby
Two. Tom Reyes and Ana Silva.
Priya
@Toby which contacts do we have at Lakeside Dental?
Toby
I cannot find a company called Lakeside Dental in HubSpot. Check the spelling, or tell me another way to find it.
Example thread. Names and figures are made up.
How to connect HubSpot to Toby
Toby works the same way in Slack and in Microsoft Teams.
Add Toby to Slack or Teams
Add Toby to your workspace and choose the channels it joins.
Pick HubSpot
Open the dashboard and choose HubSpot from the list of connections.
Sign in and allow access
Sign in on HubSpot's own screen and allow access. You name and approve every tool connection yourself before Toby can use it.
Ask it something
Ask who the contact is at a company you know, in a channel Toby is in.
What the HubSpot integration costs
2,000 free credits, no card needed, then $25 a month.
Every plan includes every connection, so HubSpot costs nothing extra. All plans draw on one credit pool, and nobody pays per seat.
Full tiers are on the pricing page. You need your own HubSpot account.
HubSpot and Toby: common questions
Do I use Toby inside HubSpot?
No. You ask in a Slack or Teams channel and Toby answers in the thread. It reads your HubSpot account, so a quick lookup needs no login.
What does Toby work with in HubSpot?
Contacts and companies. It reads them, builds call briefs from them and checks for gaps. It adds a note to a record after you approve it.
What happens when Toby cannot find a record?
It tells you plainly and asks for another name or detail. It does not guess at a match.
Can I disconnect HubSpot?
Yes. You can remove a channel, disconnect a tool, or take Toby out entirely from the dashboard whenever you want.
How much does the HubSpot connection cost?
Nothing extra. Every plan includes every connection. You start with 2,000 free credits and no card, and Starter is $25 a month for the whole workspace.
Related integrations
Connect HubSpot to Toby.
Start free and ask who the contact is at a company.
