HubSpot x AI x Sales workflows for lead-to-revenue teams

Keep HubSpot as the CRM while Sanka handles AI-assisted quotes, CPQ checks, proposal drafts, routing, and incentive workflows.

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WORKFLOW

Automate exception routing and approvals across teams

Live

Trigger

Policy check

Approve

Execute

Trusted by 1,000+ teams

Turn HubSpot deal context into controlled sales work

Sanka uses HubSpot deal, company, contact, and line-item context to prepare sales work that can be reviewed before it affects orders, invoices, or downstream systems.

Core capabilities

Quotes

Create governed quotes from HubSpot deal context.

CPQ

Run price, discount, approval, and handoff checks from HubSpot deals.

Proposals and Docs

Turn HubSpot context into proposal drafts.

Connect the detailed workflows

Sanka lets AI prepare the work, then keeps review, approval, and downstream execution in the same context.

Collect the operating context - Use CRM, billing, procurement, inventory, HR, accounting, and related records as the source context.
Let AI prepare drafts and checks - AI prepares drafts, exceptions, and approval checkpoints for the right owner to review.
Release only approved work - Only approved work moves into sending, syncing, billing, payment, accounting preparation, or other downstream actions.

This page connects the detailed product pages that make up the workflow.

Quotes: Sanka connects this work to an AI-assisted workflow with review and approval.
CPQ: Sanka connects this work to an AI-assisted workflow with review and approval.
Proposals and Docs: Sanka connects this work to an AI-assisted workflow with review and approval.
Smart Routing: Sanka connects this work to an AI-assisted workflow with review and approval.

Sanka helps teams run AI operations with control.

Teams use Sanka to combine AI assistance with human approval across sales, finance, procurement, HR, and data work.

Detailed pages

Quotes - Create governed quotes from HubSpot deal context.
CPQ - Run price, discount, approval, and handoff checks from HubSpot deals.
Proposals and Docs - Turn HubSpot context into proposal drafts.
Smart Routing - Route HubSpot deals to owners, reviewers, and next actions.
Incentives - Calculate sales incentives from reviewed revenue context.

Operating model

Use the detailed pages together as one flow: AI drafts the work, the right owner reviews it, approvals are captured, and only approved work moves downstream.

Frequently asked questions

What does this page summarize?

It summarizes the detailed product pages linked from this mega-menu category so teams can see the full AI workflow together.

Where can I see the detailed capabilities?

Use the detailed product links on this page to open each capability page.