Kognitos
HubSpot

CRM Intelligence That Runs Itself.

Automate lead scoring, deal hygiene, and pipeline reporting in HubSpot using business rules your revenue team defines in plain English.

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English as Code

Describe It in English.
It Runs Deterministically.

Overview

Scan HubSpot for deals with stale activity; enrich contacts with firmographic data; recalculate lead scores and reassign deals to the right rep based on updated engagement signals.

Execution Steps

1

Identify Stale Deals

  • Query HubSpot for deals with no logged activity in the past 14 days
  • Segment by pipeline stage and deal value to prioritize follow-up urgency
2

Enrich and Rescore

  • Pull updated firmographic and intent data for each deal's primary contact
  • Recalculate the lead score using the latest engagement signals and company fit
3

Reassign and Notify

  • Reassign deals where the original owner has left or the territory has changed
  • Send each deal owner a prioritized action list with recommended next steps
Use Cases

Enterprise
Use Cases

Contact Enrichment

Automatically research and update HubSpot contact records with firmographic data, tech stack info, and recent news.

Deal Velocity Monitoring

Track how long deals sit in each HubSpot pipeline stage and auto-escalate stalled opportunities to the sales manager.

Revenue Forecasting

Pull deal data from HubSpot, apply historical close-rate adjustments, and generate a weighted pipeline forecast each week.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

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