FlowState — Your AI Sales Manager

FlowState connects to your HubSpot CRM and acts as a agentic sales manager: it continuously monitors your pipeline, surfaces deals that need attention, explains why deals are stalling, and tells you exactly what to do next. Insights appear in your inbox, in Slack, and through Claude — so you always have context without opening a dashboard.

For AWS partners, FlowState also keeps your HubSpot deals and AWS Partner Central co-sell opportunities in sync automatically.

What FlowState tells you

Once connected to HubSpot, FlowState analyzes your entire pipeline and surfaces answers to questions your team asks every week:

Deals that need action right now

• Which deals have had no activity in 14+ days?
• Which deals are past their close date and still open?
• Which deals are missing a contact, a close date, or key properties?

Pipeline health

• What is the total value in each stage? How does it compare to last quarter?
• Which stages have deals stuck longer than average?
• What is your current win rate, and how is it trending?

Win/loss patterns

• Why are you losing deals? Are there patterns by rep, by stage, by industry?
• Which reps are consistently closing above quota?
• How has your win rate changed over the past 12 months?

You can ask these questions directly to Claude — FlowState exposes all of this as natural-language tools via the Model Context Protocol (MCP). Or FlowState pushes the answers to you automatically as weekly digests and real-time alerts.

Quick setup

1. Sign up and confirm your email — email and password, or Google SSO.
2. Connect HubSpot — OAuth in 2 clicks.
3. Connect Slack — optional, but recommended for team-wide alerts.
4. Set your notification preferences — choose which alerts you want and how often.
5. (AWS Partners only) Connect APN — sync your co-sell opportunities automatically.

Feature areas

AI pipeline analysis

FlowState runs a full pipeline analysis on a schedule and on demand. Results are pushed as Slack messages, email digests, and through the MCP tools for direct Claude access.

• MCP tool catalog — the deal analytics tools Claude uses to answer pipeline questions
• Notifications — how and when FlowState pushes insights to your team

APN sync (AWS Partners)

Connect your HubSpot deals to AWS Partner Central. Changes in HubSpot flow to Partner Central automatically; AWS review status flows back to HubSpot.

• APN overview — what it does and who it’s for
• Connect APN — three setup paths: OpenTofu, CloudFormation, or manual IAM
• Field mapping — map your HubSpot pipeline stages to APN lifecycle stages
• Conflicts and resolution — handle cases where both sides have changed

Integrations

• HubSpot — connect your CRM
• APN — AWS Partner Network sync
• Slack — team notifications

Claude / MCP

Use FlowState through Claude Desktop, Claude Code, or any MCP client.

• MCP overview — what you can do with natural language
• Set up with Claude Code
• Set up with Claude Desktop
• Full tool catalog

Reference

• Architecture overview — how FlowState works
• RBAC — roles, permissions, grants
• Security — encryption, tenant isolation, data residency
• Billing — subscription tiers, metering, Stripe, AWS Marketplace
• Compliance — GDPR, data residency, subprocessors