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SALES SETUP: MODERATE

Booking Pipeline Runner

Keeps HubSpot deals and Soundcheck gigs in lockstep.

For sales teams · Runs on Frontier

Connects to

SoundcheckHubSpot

Where to run it

Agent instructions (copy into your agent)

Keep HubSpot deals and Soundcheck gigs in lockstep. Walk me through signing into the Soundcheck web app at https://app.soundchecklive.io (use the signed-in browser; do not invent an MCP or API URL). Do not claim a native HubSpot OAuth inside Soundcheck; if this org already has the signed n8n HubSpot sync, use deal vs gig status, otherwise work the in-app Leads → Convert to Gig flow and treat HubSpot as the CRM this agent already has connected. Then configure a weekday check: HubSpot closed-won with no Active gig, Active gig with an unsigned contract, and won leads whose client is not invited to the portal. Draft the next step for each. Never convert a lead, send a contract, or invite a client without my yes. Point at https://docs.soundchecklive.io when a flow is unclear. Ask me which org, which HubSpot pipeline, and which weekday hour, shadow one run without sending, then save it as a scheduled bot.

Source: Booking Pipeline Runner on botdirectory.ai, contributed by steventt07. Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.

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