Posto9
    HubSpot×Posto9Posto9 for HubSpot

    All of Posto9's intelligence, without leaving HubSpot

    Posto9 now reads from and writes back to HubSpot. Health scores, risks, strategies and tasks show up right on your records — so teams that live in HubSpot get every bit of Posto9's analysis and automation, in the tool they already use all day.

    Connects to your HubSpot in under 5 minutes — no data migration

    The value flow

    A round trip, not a detour

    Posto9 closes the loop with HubSpot. Your data flows out for analysis, and the expertise flows right back to the records your team is already working.

    HubSpot

    Your CRM

    HubSpot

    Companies, contacts, deals, activities and lifecycle data — the source of truth your team already maintains.

    Raw CRM data
    Posto9

    The engine

    Posto9

    Correlates your CRM with 10+ external signals, scores health, detects risk and builds a strategy per account.

    Insights & actions
    HubSpot

    Back on the record

    HubSpot

    Scores, risks, strategies and tasks written straight onto the records — where your team already works.

    Continuous two-way sync — your records stay current automatically
    Inside HubSpot

    What your team sees

    No new dashboard, no second login. Posto9 shows up as native HubSpot properties, record cards and tasks.

    Company list view

    Health scores on every company

    Posto9 writes a live health score and a recommended next action directly onto your HubSpot company records. Sort, filter and build views around them exactly like any native property.

    Company record

    Risks surfaced where the work happens

    A Posto9 Workspace card sits right on the record. Ranked risks, each with a severity level and a one-click "Generate plan" — your CSMs never leave the contact they're already looking at.

    Success dimensions

    Every account graded, with the reasoning

    Posto9 breaks each account down across success dimensions — contract leverage, sponsorship, adoption, sentiment — grades them, and shows the evidence behind every call so the team can trust it.

    Strategy

    Pick and activate a strategy in one click

    For each account Posto9 proposes concrete strategies. Your team reads the rationale and hits "Activate this strategy" — approval stays with the human, execution moves to Posto9.

    Tasks

    Execution flows back as HubSpot tasks

    Activated plans become real HubSpot tasks — "created via Posto9 for HubSpot" — landing in the same queues, reminders and reports your team already runs their day from.

    Zero disruption

    It fits into how your team already works

    Adopting Posto9 shouldn't mean changing your tools, your data or your routines. For HubSpot teams, it doesn't.

    Up and running in under 5 minutes

    Authorize the HubSpot connection and Posto9 starts syncing immediately — no imports, no implementation project, no IT ticket.

    No new tool to learn

    Everything appears inside HubSpot as properties, record cards and tasks. If your team can use HubSpot, they can use Posto9.

    No data migration

    Posto9 connects to the HubSpot you already have. Nothing moves, nothing is rebuilt — it layers on top of your current setup.

    Humans stay in control

    Posto9 recommends and drafts; your team approves. Strategies only run when someone clicks "Activate".

    Works with your process

    Tasks land in existing queues and views. Your reporting, automations and routines keep working — now powered by Posto9.

    Your CRM data is encrypted per-tenant and every access is audited.See how we keep it secure