AI AGENTS
Front Negotiation Reply with HubSpot Deal Context
Enriches each Front pricing reply with the live HubSpot deal stage and amount, then drafts a counter-proposal calibrated to deal size and updates the HubSpot deal note.
How it runs
The automated pipeline, trigger to output.
- TriggerNew message on Front sales conversationFront
- ActionMatch sender to HubSpot contact and dealHubSpot
- ActionRead approved discount band by tierPostgres
- ActionDraft value-scaled counter-proposal in FrontFront
- OutputLog offer note to HubSpot dealHubSpot
What it does
When a negotiation message arrives in Front, this agent matches the contact to a HubSpot deal, reads the deal stage and amount, and drafts a counter-proposal whose concession scales with deal value and approved guardrails. It then logs the exchange back to the HubSpot deal so the CRM stays the source of truth.
When to use it
Use it when negotiations happen in Front but pipeline lives in HubSpot, and you want replies that reflect the real deal size rather than a flat discount. It keeps CRM and inbox in sync without manual copy-paste.
How it works
- 1A new Front message on a sales conversation triggers the flow.
- 2The agent resolves the sender to a HubSpot contact and associated deal.
- 3It reads deal stage, amount, and any negotiated terms from HubSpot.
- 4It checks the approved discount band for that deal tier in Postgres.
- 5The agent drafts a value-scaled counter-proposal as a Front draft.
- 6It appends a timestamped note to the HubSpot deal summarizing the offer.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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