Chen Yehoshua
CEO & Founder, IV-Lead
Founder of IV-Lead, a HubSpot Gold Solutions Partner and the first Asana partner in Israel. He runs IV-Lead's own portal the way the demo shows it.
Live demo · Wednesday 14 October 2026
What changes when Claude knows your CRM.
A live demo for marketing and sales leaders. We open our own HubSpot portal, connect Claude to it, and show what your team gets back. No slides.
Claude · HubSpot CRM
Hi Maya,
Hope things are going well at Northwind. I wanted to reach out and see if you'd be interested in revisiting your HubSpot setup.
Maya, in March you asked for a forecast your board could stand on. The deal has moved twice since, both times on the same objection.
We've made some improvements and I think it could be a good fit for your team.
Northwind added twelve sales seats in Q3 and the Priority ERP go-live is set for January, so the CRM and finance will need to agree from day one.
Let me know if you'd like to set up some time to chat.
Tomer flagged pipeline hygiene on last week's call. Thirty minutes to show how we'd map it before January?
Best,
Noa
- Deal context
- Company context
- Conversation context
No slides. We open our own portal and show you.
The session
- Date
- Wednesday, 14 October 2026
- Time
- 10:00–10:45, Israel time
- Duration
- 45 minutes, with questions
- Location
- Online · joining link after registration
- Host
- Chen Yehoshua, IV-Lead
Three moments in a normal week. One connected system.
Every rep walks in already briefed.
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Company, open deals, the last five emails and the last call summary, pulled from the record and written as a page rather than a dashboard.
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Every reason this deal has stalled, in order, with who said it and when.
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Written from the CRM record in the rep's own voice, ready to edit rather than start.
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Task, follow-up and deal stage updated from the same conversation, so nothing waits for Friday.
The account brief, in one prompt
Before the callThe account brief, in one prompt
The objection history
Before the callThe objection history
The email, drafted
Before the callThe email, drafted
The next step, logged
Before the callThe next step, logged
The forecast explains itself.
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“Which enterprise deals haven't moved in a month, and why?” Answered from the CRM, with the records linked.
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What the reps didn't update, found before the meeting instead of during it.
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Not a number. The three sentences your CEO actually asks for, written from the pipeline as it stands.
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Where each conversation turned, per rep, per week, from the recordings already in HubSpot.
Ask the pipeline a question
In the pipeline reviewAsk the pipeline a question
Stale deals, surfaced first
In the pipeline reviewStale deals, surfaced first
The forecast narrative
In the pipeline reviewThe forecast narrative
Coaching from the call record
In the pipeline reviewCoaching from the call record
The report writes itself from the data it already has.
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Sends, opens, replies and the deals they touched, read from HubSpot and written for the leadership meeting.
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Which touches showed up in closed deals, and which never did.
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Segmented from what the CRM knows about each contact, not from a list export.
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Leads that reached sales and stalled, with the reason attached.
The campaign readout, in plain language
After the campaignThe campaign readout, in plain language
Attribution you can argue with
After the campaignAttribution you can argue with
The next send, drafted
After the campaignThe next send, drafted
The handoff, checked
After the campaignThe handoff, checked
Your questions. Our portal. Live.
Who's presenting
Presented by the people who run it this way.
IV-Lead runs its own HubSpot portal with Claude connected in production. The demo is our working setup, not a sandbox.
IV-Lead on LinkedIn →
Nadav Schmalbach
RevOps & Marketing Ops, IV-Lead
Runs IV-Lead's RevOps and marketing operations, the day-to-day the demo is drawn from.
Save your seat
Register for the live demo.
Free and online. The recording goes to everyone who registers, whether or not they attend live.
- Date
- Wednesday, 14 October 2026
- Time
- 10:00–10:45, Israel time
- Format
- Online, live, recorded
- For
- VPs and heads of marketing, sales and RevOps
Before you register
The questions people ask.
Who is this for?
VPs and heads of marketing, sales and revenue operations at B2B companies, on HubSpot or deciding whether to be.
Do I need to be on HubSpot already?
It helps. The CRM side of what we show is HubSpot-specific. If you're evaluating HubSpot, this is a useful way to see what a connected setup looks like before you commit to one.
Is it a sales pitch?
It's a demo of our own working portal. We'll say what it took to set up and what it doesn't do. At the end there's a thirty-minute portal audit on offer for anyone who wants the same look at their own setup.
Will it be recorded?
Yes. Everyone who registers gets the recording, whether or not they attend live.
What language is the session in?
English, with questions welcome in Hebrew.
Is it free?
Yes.