AI-native automation

Automate work acrossHubSpot and Procoreby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

HubSpotProductivity
ProcoreProductivity
Any action in this tool.

See it on your stack

See Caddi run HubSpot and Procore together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use HubSpot and Procore together

  • 01

    Keep HubSpot and Procore in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across HubSpot and Procore

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

Common questions

How does Caddi connect HubSpot and Procore?

HubSpot and Procore just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against HubSpot and Procore end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect HubSpot and Procore to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Procore loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate HubSpot and Procore?

Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Procore, and the rest of your stack.