Our Thinking

Prospecting Agent

We agree that sales reps should be closers, not researchers.

Now HubSpot’s upgraded Prospecting Agent transforms the process by handling the full lifecycle:

• 🔍 Monitors for buying signals (funding, hiring, tech adoption)
• 👥 Identifies full buying committees (via ZoomInfo, Apollo, Surfe)
• ✉️ Drafts personalized outreach using CRM history and live data.

One customer using Prospecting Agent saw a 28% increase in meetings booked; another booked a discovery call in two weeks that previously took two months.

Smart Deal Progression

It won’t shock you to hear that updating the CRM isn’t high on a sales rep’s priority list.

Smart Deal Progression fixes the gap between a great conversation and consistent execution.

After every meeting, HubSpot analyzes the transcript in the context of your full deal history. Then it surfaces: 

✅ Suggested CRM updates (deal stage, close date, next steps) 

✅ A drafted follow-up email, grounded in past conversations and interactions

✅ Action items with transcript citations, editable and savable as tasks

What’s great about this vs. other standalone AI meeting tools is that it propels your pipeline logic, past interactions, and team workflow.

Prospecting Agent is available in Sales and Service Hubs, Pro and up.

AEO Tool

When your buyers ask ChatGPT, Gemini, or Perplexity for a solution like yours… does your brand show up?

HubSpot’s new AEO tool tracks your brand visibility across major answer engines, shows how you compare to competitors, analyzes which content is driving (or missing) citations, and gives you prioritized recommendations to act on — all inside HubSpot.

What makes it different from standalone AEO tools: HubSpot starts from a structured understanding of your business, built from your CRM data. The prompts it tracks reflect how your actual buyers think.

According to one HubSpot customer using the AEO tool, it saw 8,000 new website visitors and 12 new account conversions in a few weeks. Another now has nearly 15% of leads coming from AI sources.

The AEO tool is included in Marketing Hub plans Pro and above. It’s also available as a standalone for $50/mo.

Customer Agent

In 2025, Inflectiv rolled out Customer Agent using chat for one company and saw incredible results. We’re excited to see it’s now kicking up a notch.

HubSpot’s Customer Agent now automates the highest-volume support channel: email.

This can be hard to get right, so you can scale your email support automation at your own pace: 

📬 Start with a percentage of conversations

🕐 Limit active hours to nights, weekends, or peak periods

👁️ Review responses before they send to keep a human in the loop for key accounts

Teams using Customer Agent alongside Help Desk are seeing a 25% boost in ticket resolution and 15% faster resolution rates.

Customer Agent is unique because it uses full customer context (history, purchases, past tickets), ensuring humans who step in have all the information.

Customer Agent is available in Pro+, all Hubs. Includes a free 28-day trial.

Multi-Account Management

HubSpot’s new multi-account management feature is built for organizations running multiple businesses that need to collaborate.

It allows each business unit to operate independently, while still staying connected.

This is different from the “brands” setting. Admins can group accounts under one organization and control how they interact, balancing autonomy with alignment. 

At the center of the feature are tools that remove friction across accounts.

Data mirroring gives teams visibility into customer activity from other accounts.

Asset copying lets marketers reuse emails, forms, and lists instead of rebuilding them.

Cross-account workflows automate actions like creating or updating contacts based on key events.

And unified reporting brings data together into a single view for better decisions. 

We haven’t tried it yet but we look forward to digging in soon.

Multi-Account Management is available for Marketing Hub Enterprise accounts only, along 2FA and sensitive data tracking.\