Palfred + HubSpot.

Get the latest on any lead, log outreach activity, and pull campaign metrics without switching to HubSpot.

#sales
Sofia
Sofia10:15 AM

@Palfred what's the latest on the Initech lead?

šŸ‘€ 1
Palfred
PalfredAPP10:15 AM
ContactMichael Bolton, VP Ops
StatusQualified Lead
Last touchEmail opened 4 hours ago
Next stepDemo scheduled Thursday
Sofia
Sofia10:16 AM

Good, log a note that they also asked about SSO

šŸ‘ 1
Palfred
PalfredAPP10:16 AM

Done āœ“ Added to the Initech contact timeline

Ben
Ben1:20 PM

@Palfred I just cold-called 3 leads from the webinar list. Log the activity for Stark Industries, Wayne Corp, and Oscorp.

Palfred
PalfredAPP1:20 PM

Logged calls for all three:

Stark Industries - Interested, follow-up Friday
Wayne Corp - Voicemail, will retry
Oscorp - Not a fit right now

Want me to set a reminder for the Stark Industries follow-up?

Ben
Ben1:21 PM

Yes, remind me Friday at 10am šŸ“ž

Sarah
Sarah3:30 PM

@Palfred how did the product launch email campaign do this month?

Palfred
PalfredAPP3:30 PM
Sent12,400
Open rate34.2% +8%
Click rate4.7%
Meetings booked23

Best open rate we've had this quarter. The subject line test paid off.

Sarah
Sarah3:31 PM

Nice, share this with #growth šŸŽ‰

šŸš€ 1

Why connect HubSpot to Palfred?

HubSpot powers marketing, sales, and service for thousands of growing companies. But when your team spends most of their day in Slack, the gap between conversations and CRM updates creates data gaps. Palfred bridges that by making HubSpot data instantly accessible and updatable from any Slack channel.

With the Palfred HubSpot integration, marketing teams can pull campaign metrics — open rates, click rates, and meeting bookings — right into their Slack channel. Sales reps can look up any contact or deal, log outreach activity after a call, and check their pipeline without opening HubSpot. When a prospect replies to an email sequence, the team can discuss next steps in Slack and immediately update the CRM record through Palfred.

Growing teams love this integration because it lowers the bar for CRM hygiene. When logging a call note is as easy as messaging Palfred, reps actually do it consistently. Managers get more accurate data, forecasts improve, and the whole team stays aligned on deal progress. Whether you use HubSpot Free or Enterprise, Palfred makes your CRM a living, breathing part of your Slack conversations.

What you can do.

Look up lead and contact details from Slack
Log outreach activity and call notes
Check campaign performance metrics
Get deal pipeline summaries on demand
Track lead status changes with notifications
Pull meeting and email sequence analytics into Slack

One minute. That's it.

No onboarding calls. No configuration wizards. Just install and go.

1

Add to Slack

One click install. Palfred joins your workspace in under a minute.

2

Connect HubSpot

Authorize HubSpot in the Palfred settings. One click.

3

Just ask

Mention @Palfred in any channel and ask about your HubSpot data.

Works great with.

FAQ: Palfred + HubSpot

Which HubSpot hubs does Palfred work with?

Palfred integrates with HubSpot CRM, Marketing Hub, and Sales Hub. You can access contacts, deals, campaigns, and email sequences from Slack.

Can I log activities from Slack to HubSpot?

Yes. Tell Palfred about a call or meeting and it logs the activity to the correct contact or deal record in HubSpot automatically.

Does Palfred need a HubSpot paid plan?

No. Palfred works with HubSpot Free CRM and all paid tiers. Some features like email sequence data require Marketing or Sales Hub.

How does Palfred handle HubSpot permissions?

Palfred uses HubSpot's OAuth scopes to control access. You choose which data types to grant access to during setup.

Pay for what you use.

No per-seat pricing. One workspace, one bill.

Free

$0

5,000 credits (~100 conversations)

Includes:

  • AI assistant that works right in your Slack threads
  • References your team's context in channels it's added to
  • Connects to the tools you already use (Jira, GitHub, and more)
  • Automates recurring work like reports and check-ins
  • Drafts updates, tickets, and docs on your behalf
Get started for free

Team

Most popular
$29/month

per Slack workspace

Everything in Free, plus:

  • Monthly credits refresh automatically
  • Higher capacity for heavier workflows + more scheduled automation
  • Priority support
Choose a plan

Enterprise

Custom

For organizations with specific needs

Everything in Team, plus:

  • SSO & SAML
  • Dedicated account manager
  • Custom SLA
  • Audit logs
Contact sales

Ready when your team is.

Install in minutes. Palfred takes it from there.