Hero by Vivun
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Hero® + HubSpot

Real-time AI assistance during sales calls,
connected to HubSpot.

Hero is an AI Sales Teammate that helps you prep for calls faster, puts expertise on your screen live during the call, and updates HubSpot the moment the call ends.

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The gap

Your tools work before the call or after it.
Deals are decided during it.

Tool 01

Your AI notetaker

Records, transcribes, and syncs summaries to HubSpot.
All of it happens after the call is over.
Live summaries show what was just said, not what to say next.

Tool 02

Your AI assistant

Reads your CRM if you connect it.
It doesn't know what a seller should do with what it finds, and it isn't on the call when the tough question comes.

Tool 03

HubSpot

Holds the deal stage, the quote history, the open ticket.
It doesn't join calls.

You don't need another tool.
You need a teammate who assists you live on the call.
Now it's connected to your HubSpot.

The notetaker was the last generation of AI on your calls.
Hero does everything it does, and everything it couldn't.
This is what comes next.

One teammate, every stage

Prep me. Back me up live. Handle the follow-through.

Hero shows up before, during, and after every conversation, and every stage pulls its weight.

Prepare · Before the call

Walk in with the full picture

Hero pulls it straight from HubSpot and everything else you connect.
No five tabs, no ten minutes of scrambling.
One brief.

  • Deal stage and history
  • Contact and email history
  • Open tickets
  • What you committed to last time
You already know the account cold before you say hello, including your own commitments.
"I have a call at 2pm. Build me a prep brief from HubSpot: deal stage, open tickets, last three touchpoints, and what I committed to last time."
"Have we ever talked to this prospect before? Summarize past meetings, emails, and notes."
"Show me my open deals with no activity in 14 days and tell me which one to work first."
Perform · During the call

The one no other tool can follow

Every other app in your stack goes silent the moment the call goes live.
The notetaker is recording.
The assistant is waiting to be asked.
Hero is in the conversation with you, reading the moment and speaking up when it matters.
Pricing, proof points, competitive intel, on your screen while you're still talking.
Sellers get 7 real-time assists per call on average.
And Hero is connected to your HubSpot, so the deal record shapes the brief that walks you in and the updates written back when the call ends.

A reactive tool waits to be asked.
A teammate speaks up.
Detected · pricing question

Pricing guidance on your screen while you're still talking.

Best match · proof point

VP at Sundale Health. 78% adoption in 90 days. Agreed to be a reference.

Competitor mentioned

Positioning and proof points surfaced without breaking your rhythm.

Progress · After the call

The work is already moving

The second the call ends, Hero updates Slack, email, HubSpot, and more on its own.
You don't reopen a single tool to make it happen.

  • Meeting logged with summary and next steps
  • Deal stage updated
  • New contacts created and associated
  • Follow-up drafted
  • Team notified in Slack
The hour you'd have spent reconstructing the call comes back.
Spend it going deeper on this deal, or moving the next one.
"I met two new people on that call. Create them in HubSpot and associate them with the Hooli deal."
"Log this meeting to HubSpot with a summary and next steps, and post the recap to the deal channel in Slack."
"Draft my follow-up email using what we discussed and what's in the deal record."
Across every stage

Two things hold before, during, and after

Sales reasoning

Sales reasoning in your tools

General-purpose AI can read your CRM too.
It doesn't know what a seller should do with what it finds.
Hero does.
It pulls context from HubSpot and everything else you connect, then applies sales reasoning, so a seller gets a recommendation, not a data dump.

  • "Tell me which deal to work first" returns a recommendation, not just a list.
    That is the difference between a report and a teammate
  • HubSpot is one connection.
    The same reasoning reaches Slack, Notion, email, and the rest of your stack, no custom integration builds
  • Deal health, whitespace, and risk read the way a strong rep would read them, not the way a search bar returns them
One workflow

One workflow for every seller

Prepare, perform, progress is a single, repeatable motion every seller runs the same way, on every deal.
Your best rep's process becomes the floor, not the exception.

  • New reps run the same motion as your top performers on day one, so ramp gets shorter
  • Managers get a pipeline that reflects what was actually said, because the workflow captures it automatically
  • Coaching, forecasting, and reporting all sit on the same foundation

Consistency you can't get by asking sellers to be more disciplined.
It's built into how Hero works.

For notetaker users

Already using an AI notetaker with HubSpot?

Everything your notetaker does, Hero does too.
Then it does the part a notetaker was never built for.
Accurate notes, CRM sync, ask-anything Q&A, drafted follow-ups: table stakes, and Hero covers all of them.
But a notetaker only ever shows up after the call is over.
Hero is the AI Sales Teammate that also prepares you before the call and backs you up live during it.

CapabilityYour AI notetakerHero
Accurate notes and summariesYesYes
Auto-sync to HubSpotYes, summaries and action itemsYes, structured deal fields updated from what was said
Ask anything about the callYes, across recordingsYes, across your calls and your live CRM and connected tools
Drafted follow-upYesYes, grounded in the conversation and the deal record
Prep before the callNo, you prep on your ownYes, a brief from your HubSpot pipeline: stage, history, open tickets, commitments
Live help during the callNo, it only recordsYes, answers and guidance on your screen.
7 real-time assists per call on average
Updates beyond the CRMNoYes, automatic updates across HubSpot, Slack, and email, then your time back
Reasoning, not just recallNo, it retrieves what was saidYes, it tells you what to do next

Every row a notetaker can claim, Hero also does.
The rows it can't claim are the ones that decide deals.
That is the generational gap.

"I canceled my AI notetaker after using Hero. It doesn't just summarize meetings, it helps me take action."

Noah J.
For your admins

Nothing new to secure

Permissions inherit from HubSpot

A seller can only see and change what they can already see and change in HubSpot.
No new permission surface.

OAuth 2.1 with PKCE

The same standard HubSpot requires of every MCP client.
No API keys, no pasted passwords.

Setup is on the Hero side

Hero is registered with HubSpot as "Hero by Vivun."
Your admins don't build or configure anything.

SOC 2 Type II · ISO 27001 · ISO 42001 · GDPR

Independently audited.
Documentation in the Trust Center and on our security page.

FAQ

What you're probably asking

Does Hero store our CRM data?
Hero queries HubSpot live.
There is no background sync and no separate store of HubSpot data.
CRM data that appears in a conversation persists as part of that thread, like any message content, and threads are deletable.
How is this different from connecting ChatGPT or Claude to my CRM?
Those can read your CRM.
They don't know what a seller should do with what they find, and they aren't on the call when the hard question lands.
Hero brings sales reasoning to the data and shows up live in the conversation.
Does Hero work with our other tools, or just HubSpot?
Both.
HubSpot is one connection.
Through Hero's connected layer, the same reasoning reaches Notion and other tools you connect, so prep and guidance draw on more than the CRM alone.
Can we make the connection read-only?
Yes, through tool-level controls in Hero's connector settings.
Disable the write tools and the connection reads only.
A human-in-the-loop option can require approval on every write.
Who can connect Hero to HubSpot?
Any HubSpot user, with access scoped to their own permissions.
The connection appears in your account as the "Hero by Vivun" app, where admins can review and manage it.
We use custom objects. Will this work for us?
Partially.
Standard objects and their custom properties come through; custom objects do not, per HubSpot's current MCP server scope.
Tell us how your object model is structured and we'll walk through exactly what Hero will and will not see.
Will this affect our API rate limits?
MCP requests count against the same limits as your other API usage.
Typical seller activity is light; flag it to us if your account already runs close to its limits.
What happens if we disconnect a seller?
New activity stops immediately; an already-issued token can remain valid for up to about 30 minutes until it expires.
Credentials are per user, so disconnecting one seller does not affect others.
What happens when HubSpot updates their MCP tools?
New scopes require a quick reconnection by the user.
Existing connections keep working with the scopes already granted.
15%

bigger deals

10%

higher win rate

32%

faster cycles

8 hrs

a week back

Ready?

Win the moment. Win the deal.

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