Examples: Automating Hubspot Entity Research & Insights with Tonkean

Enterprise operations professionals across procurement, legal, and IT face a common challenge: extracting actionable insights from the vast array of data stored in Hubspot. With entities like Companies, Contacts, Deals, Engagements, Files, Folders, Forms, and Form Submissions, manually searching and compiling information is both time-consuming and error-prone. The Search Hubspot Agent template from Tonkean revolutionizes this process by automating the research and insight generation across all Hubspot entities, empowering teams to make faster, more informed decisions.

Streamlining Multi-Entity Data Research

Consider a procurement operations team needing a comprehensive view of all deals associated with a specific supplier. Traditionally, this would require navigating multiple Hubspot modules, exporting data, and manually correlating records. With Tonkean's automation platform and the Search Hubspot Agent, users can:

• Initiate a search for all deals linked to a supplier directly from their preferred interface (email, Slack, or a custom portal).
• Automatically aggregate related Companies, Contacts, and Engagements for a holistic supplier profile.
• Receive a consolidated report with actionable insights, reducing hours of manual effort to minutes.

This level of process optimization ensures procurement teams can focus on strategic initiatives rather than administrative tasks.

Enhancing Legal and Compliance Research

Legal operations often require quick access to all engagements and communications related to a particular client or matter. The Search Hubspot Agent leverages Tonkean's intelligent request classification to:

• Search all relevant emails, files, and form submissions tied to a client.
• Automatically flag potential compliance issues or missing documentation.
• Integrate findings with document management systems like DocuSign or Box for seamless legal workflows.

This not only accelerates legal research but also reduces risk by ensuring no critical information is overlooked.

Empowering IT and Data Teams with Unified Insights

IT and data operations teams are often tasked with supporting business units by providing timely, accurate data from Hubspot. The Search Hubspot Agent, powered by Tonkean's composable architecture, allows IT teams to:

• Automate recurring research requests, such as monthly reports on engagement metrics or contact activity.
• Integrate Hubspot data with other enterprise systems (e.g., Salesforce, Jira) using Tonkean's data source integrations.
• Provide business users with self-service access to insights via custom portals or intake forms, reducing IT ticket volume.

This approach supports automation that puts people first, enabling IT to deliver more value with less manual intervention.

Orchestrating Cross-Functional Workflows

The true power of Tonkean's Search Hubspot Agent lies in its ability to orchestrate workflows that span multiple teams and tools. For example:

• A legal team can trigger a search for all form submissions related to a new contract, automatically routing findings to the appropriate reviewers via MS Teams or Slack.
• Procurement can combine Hubspot insights with supplier onboarding data from SAP or Coupa, leveraging Tonkean's procurement technology integrations.
• Operations leaders can monitor trends across all Hubspot entities, using Tonkean's process optimization features to continuously improve workflows.

Why Tonkean for Hubspot Automation?

Tonkean's no-code approach means operations professionals can build and adapt workflows without IT dependency, ensuring agility and rapid time-to-value. By automating Hubspot research and insight generation, organizations can:

• Increase process adoption and compliance across departments.
• Reduce operational costs and manual workload.
• Unlock the full potential of Hubspot data for strategic decision making.

Ready to see the Search Hubspot Agent in action? Get started with Tonkean today and transform your enterprise operations with intelligent automation.