hubspot
List Deals
Retrieve deals that have recently advanced to a target stage.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Query HubSpot for deals that have moved into a defined commit or closed-won pipeline stage since the last run.
Retrieve associated contacts and company details to populate the project description with customer name, deal value, and close date.
Create a new project in Linear named after the deal, with target dates derived from the deal close date and a description summarising the customer requirements.
Add standard onboarding or delivery scoping issues to the project so the team has a starting backlog.
Update the deal record in HubSpot with the Linear project URL so sales and delivery teams share a single source of truth.
hubspot
Retrieve deals that have recently advanced to a target stage.
hubspot
Fetch associated contacts and companies for deal context.
hubspot
Stamp the deal with the Linear project ID after creation.
linear
Create a Linear project representing the delivery commitment.
linear
Add initial scoping issues to the new project.
linear
Find the right team member to assign as project lead.
Integration
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Integration
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like sync new hubspot deals to linear as tracked projects into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.