BETA NOW AVAILABLE — Limited spots for qualified HubSpot customers. Apply below.

Beta Program Now Open

Revenue Growth Agent for HubSpot®

Run AI-powered Meeting Prep, Discovery Sessions, and Proposal Generation—directly from HubSpot Contact and Deal records with native CRM cards

If you've been considering Revenue Growth Agent but hesitated about adding another tool to your tech stack, now is the time. Work entirely within HubSpot—no context switching required.

HubSpot CRM
Revenue Growth Agent Meeting Prepper CRM card in HubSpot Contact record

Why Work Inside HubSpot?

Your team already lives in HubSpot. Now they can access AI-powered sales intelligence without ever leaving.

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Native CRM Cards

RGA appears as native CRM cards on Contact and Deal records—not an external tool or iframe. Your reps see RGA data and actions right alongside HubSpot's native features.

Auto-Populated Forms

RGA automatically pulls Contact and Deal data from HubSpot to pre-fill meeting prep and discovery forms—saving time and ensuring accuracy.

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Bidirectional Data Sync

All RGA outputs—meeting prep docs, discovery insights, proposals—are automatically synced back to custom properties in HubSpot for complete visibility.

The Bottom Line

If you've been considering RGA but didn't want to ask your team to adopt another tool, this changes everything. Your reps get all the power of Revenue Growth Agent—instant meeting prep, AI-guided discovery, and real-time proposals—without ever leaving the HubSpot CRM they know and trust.

See It in Action

Watch how Revenue Growth Agent transforms sales prep from hours to minutes—all within your existing workflow.

6 minute overview — See Meeting Prepper, Discovery Agent, and Solution Proposal in action

Real Meeting Prepper Examples

See exactly what your reps get in 60 seconds - complete with talking points and discovery questions

Vlad Podoliako @ Belkins.io Example

View Live Example →

Greg Smith @ Vvardis

View Live Example →

These examples show exactly how RGA creates value beyond generic AI tools

How the HubSpot Integration Works

Native CRM cards embedded directly in your HubSpot records

Available Now in Beta

Meeting Prepper CRM Card

Launch Meeting Prepper directly from any Contact record in HubSpot with a native CRM card:

  • Auto-populated with HubSpot Contact data (name, email, company, title, phone, LinkedIn)
  • Industry and company size dropdowns with 28 industry options
  • Comprehensive research generated in under 2 minutes (company overview, industry trends, competitive intel, executive insights)
  • Google Doc automatically created and linked back to HubSpot Contact
  • Custom properties updated in HubSpot (rga_last_prep_session, rga_last_prep_date, rga_prep_doc_url, rga_sync_status)

Result: Your reps walk into every call fully prepared—without leaving HubSpot or spending hours on research.

Meeting Prepper CRM card in HubSpot with auto-populated Contact data
Coming soon in Beta

Discovery Agent CRM Card

Run guided discovery sessions directly from HubSpot Deal records with a native CRM card:

  • Auto-populated from Contact and Deal context
  • AI-guided discovery questions tailored to industry and deal stage
  • Capture barriers, desired outcomes, and urgency during live calls
  • Quantify financial impact with built-in ROI calculators
  • Sync findings back to custom Deal properties automatically (rga_barriers, rga_desired_outcomes, rga_urgency_level, rga_financial_impact)
Discovery Themes Review showing Current State barriers and Future State desired outcomes
Coming soon in Beta

Solution Proposal CRM Card

Generate customized proposals in under 1 minute—directly from Deal records with a native CRM card:

  • Uses discovery data from HubSpot Deal properties
  • Includes relevant case studies and ROI analysis
  • Review and edit before sharing with prospect
  • Proposal URL automatically synced to Deal (rga_solution_proposal_url, rga_solution_generated_date)

Result: No more "I'll send you a proposal in a few days." Generate and review proposals while still on the call with your prospect.

Solution Proposal generated showing transformation journey and current situation analysis

Who Benefits from RGA + HubSpot?

See how teams like yours use Revenue Growth Agent to accelerate sales

Join the Beta Program

We're accepting a limited number of HubSpot customers into our beta program. Beta participants get:

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Free Access

No cost during beta period

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Priority Support

Direct access to our engineering team

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Shape the Product

Your feedback influences development

Beta Program Requirements

To ensure meaningful testing and feedback, we're looking for teams with:

  • Minimum 10 active HubSpot users (ensures real-world testing)
  • Active production HubSpot instance (Professional or Enterprise tier)
  • At least 1 Sales Manager + team members willing to test
  • Willingness to provide feedback and participate in brief check-ins

Beta Application

We'll review your application and get back to you within 2 business days.

Frequently Asked Questions

What HubSpot tiers are supported?

RGA's CRM Cards work with HubSpot Professional and Enterprise tiers. We're targeting the Professional tier for general availability, as it provides the necessary custom property and API access for the integration.

Do I need to install anything in HubSpot?

No code installation required. You'll authenticate your HubSpot account via OAuth 2.0 from within RGA, and the CRM cards will automatically appear on your Contact and Deal records. The integration creates custom properties automatically.

Will this affect my HubSpot API limits?

We've optimized the integration to minimize API calls. Meeting Prepper typically uses 2-3 API calls (read Contact, update properties). Data sync happens on-demand (not constant polling), so impact on your API limits is minimal.

How is data synced between RGA and HubSpot?

Bidirectional sync: (1) HubSpot data automatically populates RGA forms when you launch Meeting Prepper or Discovery; (2) RGA outputs (meeting prep docs, discovery insights, proposals) are automatically written back to custom properties in HubSpot via the HubSpot API.

Can I control which users see the RGA CRM cards?

Yes. During setup, you can configure which HubSpot users have access to the integration. This is managed through your HubSpot user permissions and RGA account access controls.

Is my HubSpot data secure?

Yes. All data transmission uses HTTPS/TLS encryption. We authenticate using OAuth 2.0 and request only the minimum necessary scopes (contacts.read/write, deals.read/write, timeline). Your data is processed in SOC 2 compliant infrastructure and never used to train AI models.

When will the integration be generally available?

We're targeting January 2025 for general availability after the beta program concludes. Beta participants will get priority access and grandfathered pricing.

Do I need a separate RGA account?

Yes. You'll need an active Revenue Growth Agent subscription. The HubSpot integration is an add-on that connects your RGA account to your HubSpot portal. If you're not yet an RGA customer, we'll help you get set up as part of the beta onboarding.

Ready to Transform Your HubSpot Sales Process?

Join the beta program and be among the first to experience AI-powered sales intelligence directly in HubSpot CRM.