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Sales Assistant

Full project with a conversation agent, HubSpot tool, and Gmail tool. The agent manages leads, updates CRM records, and sends follow-up emails.

agenttoolconversationhubspotgmailoauthcrmfull-project
Deploy this example

A full Reminix project with a conversation agent, HubSpot tool, and Gmail tool. The agent helps manage the sales pipeline by searching leads, updating CRM records, and sending follow-up emails.

What's included

  • Conversation agent — helps manage sales pipeline
  • HubSpot tool — searches contacts and creates deals
  • Gmail tool — sends follow-up emails
  • OAuth connections — HubSpot and Gmail connected via managed OAuth

When to use this

Pick the Sales Assistant example when you want to:

  • Build an AI assistant that manages leads and CRM records
  • Integrate HubSpot and Gmail for sales workflows
  • See how agents orchestrate CRM updates and email follow-ups

How it works

  1. User asks about a lead
  2. Agent searches HubSpot for the contact and deal
  3. Agent provides context from the CRM
  4. User asks to follow up
  5. Agent sends an email via Gmail and updates the deal stage in HubSpot

Project structure

├── src/
│   ├── index.ts                # Entry point — serve({ agents, tools })
│   ├── agents/
│   │   └── sales.ts            # Conversation agent
│   └── tools/
│       ├── hubspot.ts          # HubSpot tool
│       └── gmail.ts            # Gmail tool
├── package.json
├── tsconfig.json
└── reminix.config.ts

Quick start

After deploying, connect your HubSpot and Gmail accounts in the Reminix dashboard. Then start a conversation with the sales agent to look up leads, update deals, and send follow-up emails.