What sales receives
Stated need: keep HubSpot as the CRM. Open question: which information will sync? Evidence: the buyer’s conversation and relevant website activity. Suggested action: confirm the required fields before the demo.
Sales Workspace
Turn buyer context into your next sales action.
See the questions, stated needs and available website context behind each conversation. Prioritise follow-up and review prepared actions in Sales Workspace, the core view available to every Cloop user.
CLOOP · INTERACTIVE EXAMPLE↗
TODAY’S TASKS
A customer needs an answer.
Aino asked whether your solution works alongside HubSpot.
Open the conversation and see the customer’s stated needs.
Illustrative product experience · example data
What your team can do
Start the day with a clear next action.
Customer information is useful when your team can turn it into a relevant conversation.
01
See the customer context.
Review what the customer asked and what they have told you about their needs.
02
Understand the suggested action.
See the observation and reasoning behind the next step, rather than just a priority label.
03
Review prepared content.
Start from a draft and keep the salesperson in control of the final message and decision.
From setup to daily use
Start with a focused use case.
01
Connect the customer context.
Bring the relevant conversations and agreed CRM information into the workflow.
02
Review the important tasks.
Use customer questions and needs to decide where your attention belongs.
03
Continue the conversation.
Check the prepared content, make it your own and take the next step.
CLOOP IN PRACTICE
Give every follow-up a reason.
Illustrative example: a buyer has asked how your product fits their HubSpot workflow.
Why now
Review the event and reasoning behind a task. An explicit request for contact is different from a repeat visit. Use that distinction to prioritise a timely, relevant response.
While the buyer is on site
The Live workspace can show visitors before a chat starts and keep ongoing AI conversations visible. Your team can review the available context before deciding whether to help.
Measure meaningful progress
Review conversations, captured needs and completed follow-ups. For enabled continuation paths, review sent follow-ups, resumed conversations and handoffs separately from previews. These are observed outcomes, not proof of incremental revenue.
Your questions, answered.
Is this a replacement for HubSpot?
Cloop can work alongside HubSpot. Keep the CRM as the agreed home for customer records and use Cloop for conversations and follow-up work.
Does Cloop decide everything automatically?
The workspace supports review and action by your team. Automation rules and responsibilities should be defined during setup.
Explore more
Make the next step work too.
See how Cloop would work for your team.
Bring a real customer question or sales task. We’ll use it to make the conversation concrete.