Processes/📞sales — selling and invoicing customerssales

📇Set up a CRM — sales processSet up a CRM

Configure the CRM with a custom pipeline, properties, and email templates. HubSpot is the canonical route; the CRM arena ranks the alternatives.

HubSpot has a comprehensive API. Full pipeline, property, and template management via API.

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

01Create HubSpot account

manual form

HubSpot45⏸ approval gate

or:Salesforce Sales Cloud61·Twenty49

⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation

runs in parallel · 2

02Configure deal pipeline

agent

HubSpot45⏸ approval gate

or:Salesforce Sales Cloud61·Twenty49

▶1 API call

• POST /crm/v3/pipelines/deals

03Set up custom properties

agent

HubSpot45

or:Salesforce Sales Cloud61·Twenty49

▶1 API call

• POST /crm/v3/properties/contacts

runs in parallel · 2

04Create email templates

agent

HubSpot45⏸ approval gate

or:Salesforce Sales Cloud61·Twenty49

▶1 API call

• POST /marketing/v3/emails

05Import existing contacts

agent

HubSpot45⏸ approval gatemedium risk

or:Salesforce Sales Cloud61·Twenty49

▶1 API call

• POST /crm/v3/imports

06Connect Gmail

manual form

HubSpot45⏸ approval gate

or:Salesforce Sales Cloud61·Twenty49

Context the agent needs first: sales pipeline stages (from the founder) · sales deal properties (from the founder)

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.