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AI Sales & CRM · Revenue Ops

AI deal-desk agent that creates HubSpot deals from quote requests

A quote request is analysed by an AI agent that sizes the opportunity, creates a HubSpot deal at the right stage, and notifies the sales channel with a summary.

Gravity FormsGravity Forms AI AgentAI Agent HubSpot CRMHubSpot CRM SlackSlack
~12 min setup used by 1.1k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Gravity Forms → AI Agent → HubSpot CRM
6 steps
Gravity Forms
TRIGGER
Gravity Forms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Gravity Forms, capturing its data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (HubSpot CRM, Slack) to complete the task. Connect an AI provider on import.
HubSpot CRM
TOOL
HubSpot CRM · Create Deal
A tool the AI agent can call — HubSpot CRM — creates a deal in HubSpot. The agent uses it only when the task needs it; connect your HubSpot CRM account on import.
HubSpot CRM
TOOL
HubSpot CRM · Create Contact
A tool the AI agent can call — HubSpot CRM — creates a Contact in HubSpot. The agent uses it only when the task needs it; connect your HubSpot CRM account on import.
Slack
TOOL
Slack · Send Channel Message
A tool the AI agent can call — Slack — post or Schedule a new message to a specific #channel. The agent uses it only when the task needs it; connect your Slack account on import.
Slack
ACTION
Slack · Send Channel Message
Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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