crevioCrevio
Startfree

CRMOne-click connect

A HubSpot CRM that updates itself from your sales

Crevio writes your store's orders, bookings, and refunds into HubSpot as contacts, deals, notes, and tasks. Your pipeline stays current without copy-pasting, and every write waits for your approval until you decide otherwise.

Try it with HubSpotAll integrations
Create or update a HubSpot contact for everyone who bought coaching this month, with a note listing what they purchased.

CrevioDone in HubSpot

HubSpot
PN

Priya Nair

HubSpot contact · Lifecycle stage Customer

Email
[email protected]
Purchases in Crevio
2 orders · $1,188
Last purchase
1:1 Coaching, 6 sessions
Open deal
Group Mastermind · $2,400 · Proposal sent
Next task
Check in after session 6 (Oct 14)

Note and follow-up task added from order #2217 · waiting for your OK

Jobs Crevio takes off your plate in HubSpot

Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking.

1

Log every sale on the right contact

You say

For each order this week, update the buyer in HubSpot and add a note with the product and amount.

Crevio reads the week's orders, creates or updates each contact, and attaches a note with what they bought, so the timeline in HubSpot matches your store.

2

Open a deal when a client is ready for more

You say

Anyone who finished all 6 coaching sessions, create a Mastermind deal in HubSpot at $2,400.

Crevio checks your bookings, finds clients who completed the package, and creates a deal for each in the pipeline stage you pick, linked to the contact.

3

Turn refunds into service tickets

You say

When I refund someone, open a HubSpot ticket so I remember to ask why.

Crevio creates a ticket with the customer, the product, and the refund amount, associated with their contact record.

4

Plan your follow-ups

You say

Create a HubSpot task to follow up with every discovery call booked in the last two weeks who hasn't bought.

Crevio compares your bookings with your orders and adds a dated task on each contact who booked a call but didn't purchase.

5

Get a straight answer about your pipeline

You say

What's in my HubSpot pipeline right now, and which deals haven't moved in 30 days?

A short summary by stage with total value, plus the stalled deals and the last activity on each.

6

Enroll new clients in a sequence

You say

Enroll everyone who bought the Pricing Workshop in my "workshop to coaching" sequence.

Crevio finds the buyers in HubSpot and enrolls each contact in the sequence, after you approve the list.

Runs on its own

Any job can become a task that runs on a schedule or the moment something happens.

  1. Trigger

    A customer's payment goes through

    Create or update the contact in HubSpot and log the purchase as a note.

  2. Trigger

    A client books a session

    Add the booking to the contact's timeline as a meeting and create a prep task for the day before.

  3. Trigger

    A customer's subscription is canceled

    Update the contact's lifecycle stage and create a task to reach out within a week.

  4. Schedule

    Every Monday at 8:30

    Summarize deals that changed stage last week and deals that haven't moved in a month.

Better together

HubSpot does more when Crevio can reach your other tools too.

HubSpot + GmailLog real customer email conversations from Gmail onto the right HubSpot contact.HubSpot + CalendlyTurn every Calendly discovery call into a HubSpot contact with a deal in your first stage.HubSpot + StripeKeep deal values in HubSpot aligned with what customers actually paid through Stripe.HubSpot + TypeformCreate HubSpot contacts and deals from qualified coaching applications.HubSpot + SlackPost in Slack when a deal over $2,000 moves to Closed Won.

What Crevio can do in HubSpot

Reading runs on its own. Anything that changes data in HubSpot asks for your approval first, unless you tell Crevio it doesn't need to.

Contacts and companies

  • Search contacts, companies, and other records
  • Create or update contacts and companies
  • Add notes, tasks, and logged meetings
  • Link records to each other

Deals and tickets

  • Create and update deals
  • Read pipelines and stages
  • Create support tickets
  • Create and update leads

Marketing

  • Enroll contacts in sequences and workflows
  • Create forms and landing pages
  • Create, update, and schedule blog posts
  • Create marketing emails

Conversations

  • Read inbox threads and messages
  • Send replies from HubSpot conversations
  • Archive and update threads

Why a CRM goes stale

Most coaches and course sellers set up HubSpot with good intentions, then stop updating it. A client buys a package, books six sessions, asks for a refund, or signs up for the next program, and none of it reaches the CRM unless someone types it in. After a month, the pipeline no longer matches reality.

Crevio fixes the input problem. It already sees every order, booking, subscription, and refund in your store. With HubSpot connected, it can write those facts to the right contact as they happen: a note for each purchase, a meeting for each booking, a task when a subscription is canceled.

Using it day to day

The quickest win is a purchase rule: when a payment goes through, create or update the contact and log what they bought. From there, add rules that match how you sell. High-ticket coaches often create a deal when a client finishes a starter package. Course sellers tend to care more about tags, lifecycle stages, and enrolling buyers in a sequence.

You can also just ask. "Which deals haven't moved in 30 days?" or "who booked a discovery call but never bought?" gets you a short answer drawn from HubSpot and your store together.

Approvals and limits

HubSpot is a connected app, so Crevio reads freely but asks before writing, unless you've allowed a specific action to run on its own. Approve in the Crevio app, Slack, Telegram, Discord, or from an email link.

Crevio doesn't create orders in your store from HubSpot deals. Your checkout stays the source of truth for payments, and HubSpot reflects it. Sequences, workflows, and some marketing features depend on your HubSpot plan, so Crevio can only use the ones your account includes.

Set up in three steps

  1. 01

    Connect HubSpot

    Sign in to HubSpot from Crevio. It takes a few seconds and you can disconnect any time.

  2. 02

    Ask for what you need

    Describe the job in plain language. Crevio works out which steps it takes and shows you what it did.

  3. 03

    Let it run

    Turn anything you asked for once into a task that repeats on a schedule or runs when something happens.

Questions about HubSpot and Crevio

Contacts, companies, deals, notes, and tasks work on any HubSpot account, including the free CRM. Some features, like sequences, workflows, and certain marketing tools, need a HubSpot plan that includes them.

Reading records runs automatically. Creating or updating contacts, deals, tickets, and anything else asks for your approval by default. You can switch routine actions, like logging a purchase note, to run without asking.

No. HubSpot stays your CRM. Crevio fills it with what happens in your store, like orders, bookings, and refunds, and answers questions about it in plain language.

Yes. Crevio can read your custom properties and custom objects and write to them, so an existing setup like a "Program" property or a custom Students object keeps working.

No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card.

You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened.

Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away.

Put HubSpot to work

Start with this prompt or write your own. Free to start, no credit card.

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