Concept preview · Illustrative mockups of planned HubSpot integrations

Built for the HubSpot enterprise

Closer, native to HubSpot.

Coaching that lives on the deal, not in another tab. Closer reads the record, scores the calls your Conversation Intelligence already captured, and writes the coaching back to the timeline — inside CRM cards, Workflows, Slack, and Breeze. No new silo, no rip-and-replace.

HubSpot login

CRM cards

Slack

App Marketplace

Identity · Sign in with HubSpot

One sign-in, owned by your admin.

Reps open Closer from the HubSpot app switcher and they're already in — authenticated through your HubSpot account. Closer connects as an OAuth app with named scopes, so access is installed, scoped, and revoked centrally by your super admin.

OAuth install approved by a super admin
Granular CRM scopes — read deals, contacts, calls
Per-seat access via user permissions
Honours your account’s SSO & 2FA policies

app.hubspot.com · Hub ID 21847392

alex.morgan@northwind.com

••••••••••••2FA

Connect Closer — scopes

crm.objects.deals.read

crm.objects.contacts.read

crm.objects.calls.read · conversations.read

crm.objects.notes.write — coaching back to timeline

Deal

Acme Corp — Platform expansion

Stage: Decision maker bought-in

OverviewActivitiesCloserAssociations

CCloser · Deal coaching

Deal health: at risk

Last 2 calls scored low on next-step clarity

"No decision maker confirmed after 3 calls. Coach Alex to lock down who signs off before the next demo."

Surface · CRM card & UI extension

Coaching on the record itself.

Closer drops onto the Deal, Contact, and Company records as a CRM card — a React-based UI extension built on HubSpot developer projects. Reps see deal health, the last call's score, and the one coaching move that matters, right where they already work the pipeline. No context-switching, no separate app to remember.

CRM card on any record type
Per-deal health & call scores
Configured in developer projects
Launch a role-play in-record

Deal data · Conversation Intelligence

Coaching tied to the pipeline.

No uploads. Closer reads the calls and engagements your reps already log — plus HubSpot Conversation Intelligence transcripts — scores each one against your playbook, and writes the coaching back onto the deal timeline. A rep's growth and the deal's health become the same record.

Call captured

Conversation Intelligence

Closer scores it

Against your playbook

Written back

Onto the deal timeline

Deal timeline

Breeze

Call · 24 min · logged by Alex

Discovery — Acme platform expansion

CCloser coaching · auto-added note

"Strong rapport, but no next step set. Confirm the decision maker before the demo."

Nudges · Slack

The coach that taps you on the shoulder.

Closer posts straight into Slack through HubSpot's native integration: your morning briefing, a recap when a call is scored, and a nudge when a deal needs a coaching move. Action it without leaving the conversation.

Daily briefing before your first call
Recap card the moment a call is scored
Deal-risk nudge with the next coaching move

CloserApp

9:02 AM

Call recap ready

Acme — Discovery call · scored 61

Strong rapport. No next step set — confirm the decision maker before the demo.

Open in HubSpotBook role-play

Acme slipped to at risk. Want to drill closing the next step?

Deal coaching workflowOn

Trigger

Deal stage changed

If / then branch

Deal idle 7 days

Custom action

CCloser: send coaching nudge

Automation · Workflows

Coaching that fires itself.

Closer registers as a custom workflow action, so coaching becomes part of your existing automation. When a deal goes cold, slips a stage, or a call scores low, HubSpot triggers Closer to send the rep the right role-play — no manager chasing required.

Drop the “Closer: send coaching nudge” action into any workflow alongside your existing emails, tasks, and Slack steps.

Intelligence · Breeze Copilot

Ask Breeze about your deals.

Closer registers as a Breeze Copilot skill. Reps and managers ask, in plain language, how a deal is tracking or what a rep should work on — and the answer comes back grounded in Closer's scored, cited coaching data, inside the assistant already built into HubSpot.

Grounded in real call scores and deal health
Manager view: spot team-wide skill gaps
Stays inside your HubSpot data boundary

BreezeBreeze Copilot

How is the Acme deal tracking, and what should Alex practice?

Acme is at risk— deal health 61. Across the last 2 calls Alex hasn't set a clear next step or confirmed the decision maker.

Suggested: role-play “closing the next step”

CSourced from Closer

Enterprise-ready

What your security team will ask for.

Closer is designed to clear enterprise procurement in a HubSpot shop — identity, data handling, and purchasing all the way through.

OAuth install & user permissions

Install once as an OAuth app approved by a super admin. Admins decide exactly who gets Closer with user permissions, and revoke in one click.

Encrypted & scoped

Tokens encrypted at rest, every query scoped per user and per portal, with full access audit logs.

EU data residency

Compatible with HubSpot EU data hosting and field-level permissions for regional and regulated customers.

App Marketplace certification

Passes HubSpot’s App Marketplace certification review covering security, privacy, and OAuth best practices.

Listed on the App Marketplace

Install and manage through the HubSpot App Marketplace — versioned, upgradable, and governed by your admins.

Least-privilege scopes

Only the objects Closer needs — deals, contacts, calls, and notes — nothing more.

Breeze

Bring Closer into your HubSpot account.

We'll walk your admins and security teams through the OAuth app, object scopes, and an App Marketplace rollout — and pilot with one team first.

Talk to our team Review security

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