When Ruli.AI outgrew its CRM, INSIDEA migrated the team from Attio to HubSpot Sales Hub Professional and built an AI-powered revenue engine with five native and third-party agents orchestrated through HubSpot for prospecting, enrichment, support, and outbound from day one.
The Challenge
By early 2026, Ruli.AI was managing 13,500+ contacts with zero CRM automation. Deals lived in spreadsheets, follow-ups in people's heads, and leadership had no visibility into the pipeline. With outbound scaling to hundreds of contacts per month, the team was losing 5 to 8 hours per week per person to manual tracking instead of selling.
Attio lacked workflow automation, AI capabilities, and native reporting, gaps that did not matter at 1,000 contacts but became critical at scale.
The Solution
INSIDEA's answer was not a better CRM but a revenue engine that could run on its own.
The strategic call was to deploy an agentic architecture inside HubSpot Sales Hub Professional, making HubSpot the orchestration layer and single source of truth. Three principles guided every decision: consolidate to orchestrate, agents live at go-live rather than weeks after migration, and the best agent for each job rather than a single tool forced to do everything.
The architecture runs as a continuous loop. Apollo AI and the Breeze Data Agent build and maintain a clean, enriched database of 50,000+ company records. The Breeze Prospecting Agent and Artisan use that database to target real, qualified accounts. As contacts and deals advance, 26 HubSpot workflows automatically trigger the next action: onboarding emails, pilot timelines, and deal reminders. The Breeze Customer Agent handles inbound and post-sale queries without rep intervention. Breeze Copilot helps reps act on what agents surface, all within the same HubSpot record. Reps approve high-judgment actions in one click.
Results
| Feature | Before (Attio) | After (HubSpot + Agentic Stack) |
|---|---|---|
| Pipeline visibility | Spreadsheets; no dashboards | Real-time funnel and pipeline dashboards |
| Automation | Zero workflows | 26 automated workflows live at cutover |
| Data enrichment | Manually maintained, inconsistent | 50,000+ records enriched via Apollo AI and Breeze Data Agent |
| Outbound | Manual, rep-dependent | 700+ contacts enrolled across 16 live sequences |
| AI agents | None | 5 native and third-party agents orchestrated in HubSpot |
| Annual tool cost | Attio license (est. $5K/year) | Single Sales Hub Professional subscription |
When agents went live on May 11, 2026, autonomous outbound resumed within 24 hours with no manual re-sequencing.
The CLOC Outreach Sequence enrolled 487 contacts and delivered a 2.46% reply rate and a 1.23% meeting rate. Across all 16 sequences, 700+ contacts are enrolled and advancing. The Breeze Data Agent enriched 50,000+ company records at go-live. Leadership gained a live pipeline view for the first time: 132 active deals tracked in real time. The team reached 85 to 90% active adoption in week one. For a sales team of five, that is an estimated 25 to 40 hours per week returned to selling.
HubSpot AI in Action
INSIDEA built the agentic layer on HubSpot's native Breeze suite and extended it with two third-party agents that integrate directly with HubSpot data. Every agent reads from and writes to the same records, so no tool operates in isolation. The result is a closed loop: enrichment feeds targeting, targeting feeds outbound, outbound fires workflows, and the Customer Agent handles everything that comes back in.
| Agent | What it did | Result |
|---|---|---|
| Breeze Prospecting Agent | Targeted and enrolled new leads across a dedicated contact view inside HubSpot | Live from day one across 14,200+ contacts |
| Breeze Data Agent | Enriched and maintained company records | 50,000+ companies enriched from launch |
| Breeze Customer Agent | Automated inbound and post-sale support | Live from cutover with no manual triage |
| Breeze Copilot | Assisted reps with emails, insights, and summaries | Faster sales workflows and daily adoption |
| Apollo AI | Bulk firmographic enrichment | Expanded database to 50,000+ structured records |
| Artisan AI SDR | Autonomous outbound sequencing | 16 sequences, 700+ contacts, 2.46% reply rate |
The Impact
Before HubSpot, we had no real visibility into our pipeline. Deals were tracked in spreadsheets and heads, and we had no idea what was working. INSIDEA migrated everything without a single day of downtime, and from day one, we had dashboards, automated reminders, and AI agents running. It's a completely different operation.
Adam Friedman, Ruli.AI
Retiring the Attio license returned an estimated $5,000 per year to the business, and 5 to 8 hours per week per person went back to selling. The pipeline now has 132 active deals tracked in real time, a first for the business, and the team reached 85 to 90% active adoption in week one.
What's Next
With the agentic foundation in place, INSIDEA and Ruli.AI plan to expand Breeze AI credit budgets to unlock full auto-enrichment at scale, build Marketing Hub workflows on top of the clean data foundation, and sharpen agent targeting using the 50,000+ enriched company database. INSIDEA continues as Ruli.AI's HubSpot partner across all upcoming phases.
How INSIDEA works
