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Join live coaching sessions designed to help you build smarter systems, better campaigns, and stronger results in HubSpot.
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Join small, collaborative sessions led by HubSpot Professors. Connect with other HubSpot users, tackle practical tasks in real time, and walk away with something you built, ready to use right away.
65 workshops found
Build With HubSpot: Deal Stage Workflows
Oct 20, 2026 · 9:00 AM (UTC)
A full pipeline still needs a reliable process. Build the system that keeps deals moving so reps focus on selling, not manual updates. Most sales teams have prospects moving through deal stages, but without automation, deal progression relies on reps remembering to take action on next steps, send follow-ups, and update properties by hand. When that process lives in individual habits instead of a repeatable system, deals stall, visibility breaks down, and you lose confidence in what needs to improve. In this coaching session for Sales Hub customers, a HubSpot expert will guide you through building a deal progression system that reduces manual effort and keeps sales activity tied to pipeline movement. You’ll learn how to build workflows that follow your sales process, then apply it in a live build where you’ll create automations that update deals, create tasks, and alert the right people. You’ll leave with two workflows configured in your HubSpot account and a practical framework for automating sales actions as your pipeline evolves. WHAT YOU'LL LEARN: Keep every deal moving with pipeline automations proven to increase close rates. You'll go step-by-step in your account to: 01. Create the foundation for deal progression Build a simple workflow tied to deal stage changes so your team can reduce manual upkeep and keep pipeline activity aligned with sales process movement. 02. Match each stage move to the right action Configure workflow actions such as tasks, notifications, and property updates so reps know what needs attention and managers can see a cleaner view of pipeline activity. 03. Refine automation with AI-assisted support Use Breeze Assistant to help create workflow logic faster, then evaluate the suggested structure so your automation supports how your team actually moves deals forward. After this session, your deal stage workflows will be ready to support a more consistent sales process so your team can spend less time maintaining your pipeline and more time working active opportunities. WHO THIS SESSION IS FOR: You're on a sales team and want to reduce manual deal updates so you can spend more time on the conversations that move opportunities forward. You manage sales operations or a sales team and want a repeatable process that improves pipeline visibility without relying on every rep to remember each step. You've used HubSpot sequences and want to understand when workflows are the better fit for automating deal movement and internal sales actions.
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Build with HubSpot: Buyer Intent
Oct 20, 2026 · 10:00 AM (UTC)
Your best prospects can look just like casual visitors. Build your buyer intent setup in HubSpot to show who is ready for outreach and when to move. Every day, companies actively researching solutions like yours trigger buying signals your team can’t see. Without those signals, sales and marketing teams lose time treating every account with the same level of urgency. While reps work from the same flat contact list, chasing cold leads that aren’t ready to buy, the accounts most likely to convert slip through or move forward with another vendor before your team knows they were active. In this hands-on session for Sales and Marketing Hub customers, a HubSpot expert will guide you through building an intent-based action system so your team can prioritize the companies most likely to engage. You’ll learn the strategy behind meaningful buying signals, then apply it in your HubSpot account by connecting activity, research, and news events with timely follow-up. You’ll leave with a configured buyer intent foundation and a repeatable process for turning anonymous interest into focused outreach. WHAT YOU'LL LEARN: Find the companies most likely to become customers and close more deals with personalized outreach. You'll go step-by-step in your account and: 01. Identify the accounts most likely to buy Configure target markets and intent pathway criteria in HubSpot so your team can recognize meaningful engagement and focus on companies actively exploring your business. 02. Define the signals that deserve attention Use research activity, company news, and Breeze Assistant to refine your buyer intent signals to reflect the companies and behaviors that matter to your business. 03. Turn buying signals into targeted action Connect buyer intent signals to segments and workflows so high-priority accounts move into timely follow-up with less manual tracking. After this session , you’ll have a segment of your highest-priority accounts ready to connect to your next outreach motion so you can focus time on companies most likely to convert. WHO THIS SESSION IS FOR: You manage marketing campaigns or sales outreach and want to stop spending time on contacts who are not ready to buy and start focusing on the accounts showing real buying signals. You are in Revenue or Marketing Operations and want a cleaner way to route high-intent accounts to the right rep at the right time. You have used HubSpot segments or workflows before but want to understand how buyer intent signals and Breeze Assistant can surface the accounts your current setup is missing.
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Build with HubSpot: Survey Management
Oct 20, 2026 · 10:00 AM (UTC)
Customer feedback lives in inboxes, conversations, and call notes your team will never revisit. Build the system that surfaces risk before it reaches churn. Your customers are the heart of your business, and understanding their needs is key to driving retention and revenue. They often provide feedback about the experience you're delivering, but when it’s scattered across individual conversations, that feedback never makes it into the systems your team uses to act. This lack of structure gives you no way to spot patterns, flag friction early, or connect dissatisfaction to the customers most likely to leave. By the time a relationship is at risk, the signals were already there, they just got missed. In this session for Service Hub customers, a HubSpot Academy Professor will guide you through building a custom survey that turns your response data into a structured feedback system that flags at-risk relationships before they become churn. You'll work through how to design and distribute surveys at the right moments in the customer journey, then apply that logic in a live build so the data you collect flows directly into the workflows your team already uses. You'll leave with a published custom survey and a practical framework for turning customer sentiment from scattered input into operational insight your team can act on. WHAT YOU'LL LEARN: Build a feedback system that takes the guesswork out of customer happiness. You'll go step-by-step in your account to: 01. Design a survey that captures sentiment at the moments that matter Create a custom survey in HubSpot using the question types and response formats your team needs, including star ratings, radio selects, and open text fields. Then configure delivery so feedback is collected at the right moments in the customer journey rather than at random. 02. Connect survey responses to the customer records your team acts on Set up response data to populate feedback properties on your contacts and companies so your team can filter, segment, and report on sentiment inside the same system they use to manage customer relationships. 03. Turn response data into insight with AI-assisted analysis Use HubSpot's feedback view and Breeze Assistant to interpret response patterns and surface underlying friction, so your team can identify at-risk customers earlier and prioritize follow-up before dissatisfaction affects retention. WHO THIS SESSION IS FOR: You manage customer experience for a Service Hub team and want a repeatable way to collect and act on feedback so at-risk relationships are flagged before they escalate. You're in Revenue Operations and want to connect customer sentiment data to the CRM records your team uses for renewals, expansion, and retention planning. You collect feedback through a third-party tool and want to bring that data into HubSpot so sentiment is visible alongside the customer records, tickets, and workflows where your team actually takes action.
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Build with HubSpot: Lead Generation Success
Oct 20, 2026 · 11:00 AM (UTC)
More marketing channels doesn't equal more pipeline. Build the strategy that connects them so you reliably generate leads that close. Your business needs a steady flow of leads to grow, but generating them consistently requires more than being active across channels. When the channels you’re using for lead generation don’t center around the same strategy, your marketing stays busy without reliably building pipeline. Customer growth stays flat and you don’t have a clear picture into why, meaning you can’t confidently invest in what’s working and fix what isn’t. In this session for Marketing Hub Professional and Enterprise users, a HubSpot expert will guide you building a complete lead generation strategy using the tools in your account to create a system that fills your pipeline. You’ll assess where your current lead gen approach stands, which tools you need to invest in, and how. You’ll also set up keyword feeds that find demand signals you can use to improve your strategy and create a dashboard to see which channels are generating leads. You’ll leave with a lead gen strategy built for your business, foundational elements configured in your own account, and clarity on where to focus next. WHAT YOU'LL LEARN: Build your lead generation strategy and connect the tools you already have. You'll go step-by-step in your account to: 01. Find where your target audience is having conversations and engage them before competitors do Configure a keyword stream in HubSpot to monitor conversations about topics relevant to your business in X so you can identify high-intent leads at the right moment and reach them before the conversation moves on. Enterprise users can also set up competitor monitoring across social platforms to see what competitors are publishing and where they're showing up. 02. Build a performance view that shows which channels are generating leads Create marketing performance dashboards in HubSpot that surface both channel performance and lifecycle-stage progression so you can see not just which sources are generating leads but how well those leads are converting toward becoming customers. 03. Map the full lead gen toolkit to the right moments in your strategy Work through where each Marketing Hub tool fits in a complete lead gen strategy, from attracting the right prospects to measuring whether they're becoming customers, so you leave with a clear picture of what you're already using effectively and which gaps to close. After this session, you’ll be able to execute your lead gen strategy using insights from your keyword streams and marketing dashboard to drive improvements and connect any remaining lead gen tools in your account to your strategy to begin generating even more leads. WHO THIS SESSION IS FOR: You manage social media, demand gen, or campaign marketing, and want a clear strategy for using your tools together so your campaigns generate leads that actually convert. You manage your team’s Marketing Hub setup, and want to move away from managing tools separately to configuring a lead gen setup that generates more of the right leads. You’ve started using Marketing Hub but haven't connected your tools into a lead gen strategy yet, and want a clearer picture of what to configure and how it all fits together.
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Build with HubSpot: Landing Pages People Actually Click
Oct 20, 2026 · 1:00 PM (UTC)
If you send campaign traffic to your website, you're spending budget to collect bounces, not leads. Build a page that gives high-intent visitors a conversion path. Campaign traffic only creates value when visitors have a clear next step. Most teams work hard to earn attention, then send people to broad website pages that were built to inform rather than convert. As search behavior changes and organic traffic becomes harder to win, every high-intent visit matters more. Without a focused conversion path, campaign budget gets spent before your team knows what message, offer, or audience experience is actually working. In this hands-on workshop for Marketing and Content Hub customers, a HubSpot Academy Professor will guide you through creating a dedicated page that turns campaign interest into measurable lead capture. You’ll compare when to use a website page versus a dedicated campaign page, then build around the path that gives visitors fewer distractions and a clearer next step. You’ll leave with a launch-ready landing page in your HubSpot account and a repeatable build process for creating pages that improve campaign performance over time. WHAT YOU'LL LEARN: Build high-performing landing pages that actually convert leads. You'll go step-by-step in your account and: 01. Build a focused destination for campaign visitors Create a landing page in your HubSpot account that gives each campaign one conversion goal. Connect a form for lead capture so visitors can become known contacts you can continue engaging. 02. Tailor the message to the right audience For Content Hub customers, set up smart content rules to show different versions of your content so visitors and contacts each see messaging that matches where they are in your funnel. 03. Test and refine what drives action Use Breeze Assistant to draft copy grounded in conversion best practices and refine it to match your brand voice. Then configure an A/B test so you can compare what drives more clicks and form submissions. After this session, your new landing page will be ready to publish for your next campaign so you can capture more form submissions from the traffic you already earned. WHO THIS SESSION IS FOR: You manage campaigns and content in Marketing or Content Hub and want to capture more leads from the traffic you're already generating. You create pages for marketing, content, or social campaigns but start every page from scratch, and want a repeatable workflow for creating pages faster. You've created pages in HubSpot before but haven't explored smart content or A/B testing yet, and want to go beyond building functional pages to building pages that actively improve over time.
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Créer avec HubSpot : Workflows d'Attribution de Leads
Oct 20, 2026 · 1:00 PM (UTC)
Chaque lead ou client non assigné attend déjà trop longtemps. Utilisez les workflows pour assigner des propriétaires de leads et ne laisser personne passer entre les mailles. Quand un client demande de l'aide ou qu'un nouveau lead entre dans votre CRM, chaque minute passée à attendre d'être redirigé vers le bon commercial a un coût. Les prospects refroidissent et passent à autre chose, ou la frustration de votre client s'accumule en attendant une réponse. Dans cette session pratique, un expert HubSpot Academy vous guidera dans la création d'un workflow basé sur les contacts qui assigne automatiquement les leads ou clients au bon membre de l'équipe. Au cours de l'atelier, vous configurerez votre automatisation pour équilibrer la charge de travail, créer des tâches de suivi et maintenir votre CRM à jour. Vous repartirez avec un workflow d'assignation de leads construit dans votre propre compte HubSpot, prêt à être déployé le jour même. CE QUE VOUS ALLEZ APPRENDRE : Redirigez chaque contact vers le bon propriétaire grâce aux workflows. Vous avancerez étape par étape dans votre compte pour créer un workflow qui : 01. Assigne les leads et clients au bon propriétaire Configurez des déclencheurs d'inscription et des branches pour que chaque contact entrant soit redirigé vers le bon membre de l'équipe, sans que personne n'ait à décider manuellement qui prend quoi. 02. Équilibre la charge de travail et crée automatiquement des tâches Utilisez l'action de rotation des contacts pour assigner équitablement le volume entrant à votre équipe, puis générez automatiquement des tâches de suivi pour que chaque membre sache exactement quoi faire dès qu'un contact lui est assigné. 03. Met à jour votre CRM au fil de l'automatisation Configurez des actions de mise à jour des propriétés pour que votre CRM reste à jour au fur et à mesure que les contacts sont assignés, afin que votre équipe dispose toujours du contexte dont elle a besoin sans saisie manuelle ni nettoyage. Après cette session, vous serez prêt à connecter votre workflow à d'autres automatisations, comme des séquences de suivi, des mises à jour du cycle de vie, ou des déclencheurs de notification pour votre équipe. CETTE SESSION EST FAITE POUR VOUS SI : Vous gérez une équipe commerciale ou de service et vous souhaitez remplacer votre processus de routage manuel par un workflow automatisé qui assigne chaque contact entrant au bon membre de l'équipe dès son arrivée. Vous êtes administrateur HubSpot ou responsable d'équipe , vous gérez la configuration de l'assignation des contacts et vous voulez un système fiable pour distribuer, suivre et relancer les contacts entrants sans supervision manuelle. Vous avez déjà utilisé les workflows HubSpot pour d'autres automatisations , mais vous ne les avez pas encore appliqués à l'assignation de contacts, et vous voulez combler ce manque.
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Erstellen mit HubSpot: Multi-Touch Sequenzen
Oct 20, 2026 · 1:00 PM (UTC)
Warme Leads und Bestandskunden verlieren an Schwung, wenn die Kontaktaufnahme vom Gedächtnis des Vertrieblers abhängt. Bau dir ein System auf, das die richtigen Personen in Bewegung hält. Sales- und Service Teams verlieren wertvolle Zeit, wenn die Kontaktaufnahme in Postfach Erinnerungen und mentalen Notizen steckt. Für Vertriebler bedeutet das: Warme Leads geraten ins Stocken, bevor ein Deal-Gespräch richtig Fahrt aufnimmt und für Retention-Teams kann ein Onboarding oder ein Check-in zu spät passieren, wenn ein Kunde längst schon Orientierung gebraucht hätte. Jeder verpasste oder schlecht getimte Kontaktpunkt lenkt die Aufmerksamkeit vom Pipeline-Aufbau und der Kundenbetreuung ab. In dieser Session für Sales Hub und Service Hub Kunden führt dich ein HubSpot-Experte durch die Erstellung einer einheitlichen Outreach-Sequenz, damit Interessenten und Kunden zum richtigen Zeitpunkt von deinem Team hören. Du lernst, wann Pipeline und Retention Touchpoints stattfinden sollten, und wendest die Struktur direkt in deinem eigenen Account an. Du verlässt die Session mit zwei konfigurierten Sequenzen in deinem HubSpot Account und einem praktischen Framework, mit dem du Timing und Nachrichteninhalte an deinen Prozess anpassen kannst. WAS DU LERNST: Bau Outreach-Prozesse auf, die deine Pipeline anregen und Kundenbindung stärken. Du gehst Schritt für Schritt in deinem Account vor indem du: 01. Einen Pfad für geplante Kontaktaufnahme aufbaust Erstelle eine Standard Sequenz in deinem Account, damit Vertriebler warme Leads konsistent bearbeiten und Serviceteams die Kunden Follow-ups im Zeitplan halten können, alles ohne jede Nachricht von Grund auf neu zu schreiben. 02. Outreach anpasst, wenn sich das Engagement ändert Konfiguriere eine dynamische Sequenz, die Kontakte zum richtigen Zeitpunkt einschreibt, mit Schritten für Follow-up Aufgaben und automatischer Abmeldung, damit dein Team eingreift, wenn ein Interessent oder Kunde bereit zum Gespräch ist. 03. Nachrichten mit Personalisierung und Performance-Insights optimierst Nutze den Breeze Assistant, um E-Mail Vorlagen für Sequenzen zu generieren, mit denen dein Team schneller personalisierte Nachrichten erstellen kann. Nutze anschließend HubSpots Sequenz-Analytics, um die Performance auf Schrittebene zu verfolgen und die wirkungsvollsten Touchpoints zu identifizieren. So kannst du Nachrichten, Timing und Kadenz gezielt per A/B-Test verbessern Nach dieser Session bist du bereit, Sequenzen entlang der gesamten Customer Journey einzusetzen: Follow-up nach einer Demo, Deal-Nurturing, Kunden-Onboarding oder jede andere Kontaktaufnahme, die konsistent bleiben soll, ohne den manuellen Aufwand deines Teams zu erhöhen. FÜR WEN DIESES COACHING GEDACHT IST: - Du bist Vertriebler, Account Manager oder Service-Profi , der Follow-ups heute noch manuell nachverfolgt und ein System möchte, das jeden Kontakt in deiner Pipeline engagiert hält, ohne den Verwaltungsaufwand. - Du leitest ein Sales- oder Service Team und möchtest deinen Mitarbeitern einen skalierbaren, wiederholbaren Ansatz für Contact-Nurturing und Deal-Follow-up geben, der nicht auf dem Gedächtnis Einzelner oder manuellen Erinnerungen beruht. - Du hast bereits grundlegende Sequenzen oder E-Mail-Vorlagen genutzt, möchtest aber tiefer in dynamische Sequenzen, die Content-Erstellung mit dem Breeze Assistant und Step-Level-Analytics einsteigen, um Outreach in großem Maßstab zu personalisieren und zu messen, was funktioniert.
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Mastering Analytics: Your Guide to Better Reporting
Oct 20, 2026 · 1:00 PM (UTC)
Your team has the data, but the answer still takes too long to find. Build reports that guide better decisions, faster. Most teams want to make strategic, data-backed decisions, but don’t know where to start. When looking for answers, the first step is not always building a new report. Some data is already available in the asset you’re reviewing, while others require a broader view across multiple sources. Understanding the question you’re looking to answer first helps you choose the right reporting path before time goes into a build that still misses the decision at stake. In this live workshop for Marketing and Sales Hub customers, a HubSpot Academy Professor guides you through a question-first analytics framework that helps you pinpoint what you need to answer before you choose where to look. You’ll work through using the logic to define your reporting question, while you go step-by-step in your own account to understand and use the appropriate reporting paths. You'll leave with a custom report built in your own account, plus a repeatable process for building any report your team needs going forward. WHAT YOU'LL LEARN: Surface insights and create reports that prove your team’s business impact and guide strategic decisions. You'll go step-by-step in your account to: 01. Determine the right reporting path for your question Apply the What, How, Where framework to define the decision and find the best report. Then, see how to use asset-level analytics or the report library for the most common reporting questions. 02. Build a clear view across connected records For deeper reporting, configure a multi-object report in HubSpot's custom report builder, pulling from Contacts and Deals simultaneously, and use dashboards to complete the picture when one view can’t answer the full question. 03. Set up dashboards that report for you Customize dashboard-level filters, embed external content, and schedule automated dashboard delivery so your team's performance data reaches leadership without manual effort. After this session, you'll be ready to share reports with your leadership team on a recurring schedule and build on your reporting foundation for more sophisticated analysis. WHO THIS SESSION IS FOR: You manage performance across a team and want to move past manual reporting to a dashboard your leadership actually sees and trusts. You're in marketing, sales, or service and want to pull the data that proves your impact without needing someone else to build the report for you. You've used HubSpot's pre-built reports before but want to understand how to build custom reports when the standard library doesn't cover what you need.
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Build With HubSpot: Create & Refine Content With AI
Oct 20, 2026 · 2:00 PM (UTC)
Your content backlog keeps growing while AI drafts still need too much cleanup. Build a workflow for faster, brand-ready output. Marketers are being asked to create more content, across more channels and audience segments, without more time or headcount. While AI can help close the workload gap, it needs the proper business context and a repeatable workflow behind it. Without that foundation, marketers waste time correcting robotic drafts and restarting every asset from a blank prompt box. The result? A content backlog that keeps growing and assets that struggle to earn the trust they need to convert. In this session for Content and Marketing Hub customers, a HubSpot expert will guide you through setting up an AI foundation and completing an end-to-end content creation workflow in your own account. You’ll see how business context shapes stronger output, then apply that approach during a hands-on build that turns a concept into a fully AI-generated campaign asset. You’ll leave with a publish-ready landing page and a repeatable workflow for creating AI-generated content moving forward. WHAT YOU'LL LEARN: Use built-in AI to keep up with growing content demands while maintaining quality and consistency. You'll go step-by-step in your account to: 01. Ground every draft in real business context Build the foundation you need for consistent outputs by configuring AI settings and sources in your account. Then, learn how to prime Breeze with a memory prompt so outputs are personalized from the start. 02. Brainstorm and iterate on campaign concepts Work with Breeze Assistant to develop lead magnet ideas for your business and learn how to refine outputs through follow-up prompting. 03. Build a page ready for a real campaign Turn your campaign concept into a publish-ready page using inline content generation to draft headings, body copy, and CTAs and see how you can use Breeze to generate images and apply Smart Content so visitors see messaging personalized to them. After this session, your landing page will be ready to support your next campaign and your team can move from blank page to brand-ready content with the same workflow again. WHO THIS SESSION IS FOR: You create content, manage campaigns, or build landing pages and want a repeatable workflow for creating AI-generated content that is accurate and saves you time. You manage a marketing or content team and want to build a foundation your team can use to increase output volume without sacrificing quality. You're already using Breeze and want to get more from it. More context, more personalization, and more consistent outputs.
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Build with HubSpot: Marketing 101
Oct 20, 2026 · 2:00 PM (UTC)
Every visitor who submits a form is telling you who they are. Create a connected system for using form submissions to create emails that are more targeted, personal, and likely to convert. Every email you send to a lead is only as relevant as the data you collected when they first filled out your form. When forms aren't built to capture the right contact properties, there's nothing to segment against. Campaigns go to the full list, every message says the same thing to everyone, and open and click rates stay flat as a result. In this hands-on session, a HubSpot Academy Professor will guide you throughbuilding a conversion-oriented form and a personalized marketing email so the data you collect starts working for you the moment someone submits. You’ll learn how to design forms and emails together to produce better conversion results, then build both assets live so your next send reaches the contacts most likely to act. You'll leave with a conversion-optimized form that captures the segmentation data you need, and a personalized marketing email drafted with Breeze Assistant, ready to send to the right people. WHAT YOU'LL LEARN: Generate more inbound leads with high-converting forms and emails. You'll go step-by-step in your account to: 01. Create a form that converts leads and captures segmentation data Configure a marketing form with the fields, structure, and settings that maximize conversions while collecting the data your email campaigns need to reach the right people. 02. Build a marketing email your contacts will open and act on Use HubSpot's email editor to write subject lines, preview text, and body copy for a defined audience, with Breeze to sharpen your draft and personalization tokens to make each message feel direct and relevant. 03. Connect what you collected to who receives what Use the contact data from your form to identify which contacts belong in your next send so your campaigns reach the people most likely to engage rather than your entire database. After this session, your form and email will be ready to publish, and you'll have a clear path to using every future submission as the starting point for a more targeted campaign. WHO THIS SESSION IS FOR: You handle marketing for your team and want to learn how to build forms and marketing emails that work together, so your campaigns reach the right contacts instead of everyone on your list. You’re responsible for lead generation and want to make sure your forms and emails work together rather than as isolated tools. You’ve sent emails or published forms before and want to understand how segmentation and personalization improve results from both.
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Agent Hub + Agent Builder: An Admin's Future of Agents & Automation
Oct 20, 2026 · 3:00 PM (UTC)
Please note: This is an Admin-focused session. While most of the content applies to any business, the examples and use cases will be tailored to HubSpot admins and operations leaders. Manual work slows your team down, and scattered AI tools hide what's happening. Agent Hub and Agent Builder bring it all together. Adding AI point solutions one at a time leaves you with fragmented context, unclear ownership, and inconsistent execution. Waiting on the sidelines means falling behind as competitors turn AI into operating leverage. A durable AI strategy connects your customer context to real action, with visibility into what your agents are doing and where they can create the most leverage. In this hands-on session, a HubSpot Product Manager will walk you through Agent Hub, the one home to discover, activate, manage, and use your agents, and Agent Builder, where you create custom agents and automation unique to your business. WHAT YOU'LL LEARN: Build a durable AI strategy with agents that reason and do work. You'll see how to: 01. Understand what Agent Hub unlocks Take a guided tour of Agent Hub, where you can discover HubSpot-built agents, review agent activity, manage access, and give every agent shared business context, so you always know what your AI is doing and where it's running. 02. Apply a real agentic automation use case to your team Take a deep dive into an agentic automation use case built for your function, from the trigger and agent step through branching and downstream actions, so you leave with a proven blueprint you can bring straight back to your team. 03. See how to build a custom agent with Agent Builder Watch a live demo of Agent Builder, from writing plain-language instructions to connecting actions and knowledge, so you know how to create agents for the workflows that are unique to your business. After this session: You'll be ready to identify where AI can create leverage in your customer journey, build a custom agent with clear instructions, actions, and knowledge, and scale it with workflows, all with the visibility to manage it confidently. WHO THIS SESSION IS FOR: HubSpot admins looking to automate CRM cleanup and data management Operations leaders who want visibility and control over the agents running in their portal Breeze and workflow users ready to build custom agents
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Build with HubSpot: Email Deliverability Mastery
Oct 20, 2026 · 3:00 PM (UTC)
Your emails won't convert if they never reach the inbox. Build the settings, segments, and habits that protect your reputation and improve engagement. Most deliverability problems don't announce themselves. Open rates slip, click-through drops, and by the time emails start landing in spam folders, the damage to your sender reputation is already months in the making. Every message sent to the wrong audience compounds the problem, until email providers decide that your program can't be trusted. Eventually, you spend months trying to restore your sender reputation when the right setup and hygiene could’ve prevented this in the first place. In this session for Marketing Hub customers, a HubSpot Academy Professor will guide you through setting up the tools and settings that protect your sender reputation and give your emails the best possible chance of reaching an engaged inbox. You'll learn how sender reputation is built and damaged while working through the full reputation playbook — authentication and audience hygiene for improved placement, then increasing engagement through smarter targeting and better sends — so every part of your program is pulling in the same direction. You'll leave with your email settings configured, your audience hygiene segments built, and a monitoring framework you can act on the next time a health metric moves in the wrong direction. WHAT YOU'LL LEARN: Configure your email setup to send with confidence every time. You'll go step-by-step in your account to: 01. Assess where your sender reputation stands and what's putting it at risk Use the email health tool to interpret your open rate, bounce rate, unsubscribe rate, and spam report trends so you have a clear picture of where your program is healthy and where it's creating risk with email providers. 02. Configure the settings that protect inbox placement and build subscriber trust Set up domain authentication, double opt-in, and subscription types in your marketing email settings so your messages look legitimate to email filters and your list reflects contacts who actually want to hear from you. 03. Build segments that improve who you're reaching and protect the reputation you've built Create audience hygiene and targeting segments in HubSpot to suppress bounced, unsubscribed, and chronically unengaged contacts from future sends, and build subscription segments that keep your active sends focused on the contacts most likely to open and engage. After this session, your deliverability foundation will be configured in your account and ready to carry into your next send, with a clear process for monitoring your email health and acting on what it shows. WHO THIS SESSION IS FOR: You send marketing emails regularly and want to make sure your setup is protecting your sender reputation, not quietly eroding it. You've experienced declining open rates, a bounce spike, or an email send stop and want to understand what changed and how to recover. You manage Marketing Hub for your team and want to implement a governed deliverability system with suppression segments and email settings that eliminate manual hygiene work and maintain campaign performance.
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Construye con HubSpot: Panel de Rendimiento de Ventas
Oct 20, 2026 · 3:00 PM (UTC)
Cuando los negocios se estancan o no alcanzas tu pronóstico de ingresos, ¿sabes por qué? Construye un panel de ventas que muestre el progreso de los negocios y las actividades que impulsan los ingresos. Tener un pipeline lleno y entenderlo son dos cosas muy diferentes. La mayoría de los gerentes de ventas saben cuántos negocios están en juego. Pero, ¿puedes explicar dónde se están estancando realmente esas oportunidades o por qué los números de este trimestre siguen cambiando? Esa brecha es donde terminan la claridad que aporta el coaching y la toma de decisiones basada en datos. En esta sesión para clientes de Sales Hub, un profesor de HubSpot Academy te guiará a través de la construcción de un panel de rendimiento de ventas que te brinda una visualización consistente de la progresión de tus negocios y las actividades que conducen a ingresos cerrados. Aprenderás qué informes realmente muestran lo que importa, luego lo aplicarás en una construcción en vivo que muestra cómo los datos del embudo y las señales de conversión se traducen en análisis que mejora los resultados del equipo. Saldrás con un panel configurado y la estructura analítica para seguir refinándolo a medida que las necesidades de tu equipo evolucionen. LO QUE APRENDERÁS: Construye un panel de rendimiento de ventas que impulse la responsabilidad. Avanzarás paso a paso en tu cuenta para: 01. Configurar la suite de analítics de ventas en HubSpot. Configura el conjunto de analíticas de ventas en Sales Hub para que tu equipo tenga acceso inmediato a la actividad de tus negocios y datos de prospección sin tener que construir informes desde cero. 02. Construir un informe de embudo para identificar dónde se estancan los negocios. Usa el informe de embudo en Sales Hub para visualizar el progreso de negocios a través de las etapas del pipeline y así identificar el cuello de botella que más ingresos le está costando a tu equipo. 03. Diseñar un informe personalizado que responda tus preguntas de negocio específicas. Construye un informe multiobjeto en el generador de informes personalizados para que tu dashboard pueda mostrar lo que las plantillas prediseñadas no muestran, como qué fuentes de negocios o industrias generan tus ingresos más altas. Después de esta sesión, tu panel estará listo para abrirlo en tu próxima reunión con tu equipo y servir como la base para las conversaciones semanales sobre el estado de resultados que tu equipo de ventas realmente necesita. ESTA SESIÓN ES PARA TI SI... Gestionas un equipo de ventas y quieres ir más allá de las hojas de cálculo y las revisiones ad hoc hacia un dashboard estructurado que te muestre dónde están los negocios y qué está impulsando tu equipo cada semana. Estás en Operaciones de Ingresos o Habilitación de Ventas y quieres construir una base de reportes que tus gerentes de ventas puedan consultar de forma independiente, sin solicitar informes personalizados a tu equipo. Has usado los informes de HubSpot antes y quieres entender cómo el análisis de embudo y el generador de informes personalizados amplían tu visión más allá de lo que las plantillas prediseñadas pueden mostrar por sí solas.
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Sales 101: Essentials
Oct 20, 2026 · 3:00 PM (UTC)
Your account has powerful sales tools, but are you using them to their full potential? See where you could optimize your process to close deals faster. The reps who win aren’t prospecting harder. They’re showing up to conversations with buyers knowing more, at exactly the right moment. In order to get there, you need a setup that gives you the full customer and deal context. Your Sales Hub account comes with the tools you need, but if they’re going unused, you’re spending time on administrative work that takes you away from selling and hitting your sales goals. In this live workshop, a HubSpot Academy Professor will guide you through setting up and using the AI-powered tools you have available in your account that can help you sell smarter and faster. You’ll see how top-performing reps use Sales Hub to close deals faster, and then go step-by-step in your account to create a setup that will help you do the same. You’ll leave with a process to work deals efficiently using connected sales tools, deal pipelines, and your sales workspace. WHAT YOU'LL LEARN: Close deals faster with AI-powered tools. You'll go step-by-step in your account to: 01. Reach buyers and win more conversations Connect your engagement tools to stay focused on the right accounts and prospects. Then, see how you can run better meetings with AI that automatically captures notes, prepares research, and creates follow-up. 02. Master the art of deal management Configure a deal pipeline in your HubSpot account so you can track progress on each of your deals and identify your most valuable opportunities. Then, use deal insights to understand where your deal stands and next steps you can take to keep deals moving forward. 03. Sell smarter and faster Use the Sales Workspace to manage all of your deals, tasks, and schedule in a single view. Use guided actions to focus on your most important tasks for the day and use the prospecting queue to execute and work through outreach quickly. After this session, you’ll have a complete AI-guided selling setup you can use to keep deals moving toward closed won. WHO THIS SESSION IS FOR: You're a sales rep and want to close deals faster and improve your sales efficiency using AI-powered tools you already have access to in your Sales Hub account. You lead a sales team or are a Sales Hub admin and want to grow revenue faster by creating deal pipelines and configuring sales tools for your entire team. You've used some of your Sales Hub tools before but want to see how you can optimize your setup to improve productivity or align with other top-performing sellers.
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Build with HubSpot: Lead Nurturing Workflow
Oct 20, 2026 · 6:00 PM (UTC)
Your leads aren't cold. Your follow-up process is. Build a workflow that engages leads automatically and keeps the right contacts moving toward conversion. Leads lose momentum when follow-up depends on busy teams. When every touchpoint relies on a person remembering what to send next, interested contacts can go quiet before they’re ready for sales. The result is wasted campaign spend and lower conversion rates from contacts you worked to earn. In this hands-on Marketing Hub coaching session, a HubSpot Academy Professor will guide you through building a complete lead nurturing workflow from scratch, so each lead receives a timely, relevant message based on their behavior. You'll learn the logic that determines which contacts enter your nurture and when, then apply it live so the sequence you build reflects your actual audience and campaign goals. You'll leave with a working workflow configured in your HubSpot account and a repeatable process for refining it and improving lead-to-customer conversion over time. WHAT YOU'LL LEARN: Build automated nurture flows that keep qualified leads moving. You'll go step-by-step in your account to create a lead nurture workflow that can: 01. Identify the right moment to start nurturing contacts Set up enrollment triggers in the workflow tool so the right leads automatically enter your nurture sequences the moment they take a specific action, like filling out a form or reaching a lifecycle stage. 02. Adapt your outreach based on how each lead responds Use if/then branches in your workflow to send different messages based on whether a contact opened an email or clicked a link, so your follow-up reflects where each lead actually is in their decision rather than where you assume they are. 03. Measure which leads your nurture is actually moving forward Configure a workflow goal to track how many enrolled contacts reach the conversion target you define, so you have the data to show which nurture efforts are working and where drop-off is happening. After this session, your workflow will be live and ready to connect to lead scoring rules or automated sales notifications that trigger when a contact's behavior signals they're ready for a conversation. WHO THIS SESSION IS FOR: You manage marketing in HubSpot and want to replace manual, one-off follow-ups with a structured, automated process that keeps leads engaged after every form fill or content download. You’re in a marketing operations role or manage a marketing team and need a consistent, scalable process for moving leads through the funnel so conversion rates stop depending on who remembered to send what. You've used HubSpot to send individual marketing emails but haven't connected them into an automated flow, and you want to see how enrollment triggers and if/then branching work together in a live build.
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Construye con HubSpot: Agente de Prospección
Oct 20, 2026 · 6:00 PM (UTC)
Estás invirtiendo tiempo en investigación y prospección que la IA puede manejar. Construye un agente que monitoree y encuentre leads para que los representantes se enfoquen en cerrar. Los portafolios de clientes de tus representantes están creciendo, pero siguen enfrentando los mismos desafíos de prospección de siempre: investigación manual que consume su día y mensajes genéricos que son ignorados. El tiempo que dedican a monitorear la actividad de las cuentas, identificar comités de compra y redactar correos para cada prospecto se resta directamente de de las actividades de venta de mayor valor. ¿El resultado? Tu prospección no puede escalar para satisfacer la demanda creciente, los leads quedan sin atender, tu pipeline disminuye y, en última instancia, pierdes ingresos. En esta sesión práctica, un profesor de HubSpot Academy te guiará a través de la configuración del Agente de Prospección para manejar la investigación y el alcance para que los representantes puedan enfocarse en cerrar. Trabajarás en cómo la prospección desde el agente encaja en tu proceso de ventas, luego avanzarás paso a paso en tu cuenta para crear un agente que investigue cuentas, identifique el poder de decisión de compra y redacte mensajes personalizados. Saldrás con un agente construido en torno al perfil de ventas de tu equipo y un segmento de leads inscritos para que tu agente pueda comenzar a monitorear e investigar. LO QUE APRENDERÁS: Construye un agente de IA que maneje la investigación de prospectos para que los representantes puedan enfocarse en cerrar más negocios. Avanzarás paso a paso en tu cuenta para: 01. Aterriza el Agente de Prospección en el contexto de tu empresa y tu portafolio de clientes. Configura un perfil de ventas y límites del agente para definir cómo tu agente posiciona tu empresa y gestiona las interacciones, garantizando así que el contacto sea personalizado y se mantenga dentro de los límites establecidos. 02. Priorizar las cuentas que deseas investigar. Construye e inscribe un segmento objetivo para que tu agente pueda comenzar a monitorear cuentas y preparar investigación. Cuando se muestre interés, el agente alertará a los representantes y entregará la investigación, los contactos recomendados y los borradores de correos personalizados. 03. Comprender el uso de créditos. Aprende cómo el Agente de Prospección utiliza créditos y cómo puedes gestionar el consumo para mantenerte dentro del presupuesto. Después de esta sesión, estarás listo para expandir tu agente de prospección a segmentos de leads adicionales, combinarlo con secuencias existentes para una cobertura completa, o crear configuraciones de agente separadas para diferentes personas o mercados. ESTA SESIÓN ES PARA TI SI... Gestionas un equipo de ventas y quieres automatizar tu flujo de prospección para que los representantes puedan enfocarse en las conversaciones que cierran negocios. Eres un representante de ventas o AE que quiere trabajar su cartera de manera más inteligente, llegar a las cuentas correctas en el momento adecuado y cerrar más negocios. Has usado las herramientas de ventas de HubSpot antes y quieres entender cómo la prospección agéntica encaja en tu proceso de ventas actual.
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Workflows 101: A Beginners Guide to Automation
Oct 20, 2026 · 8:00 PM (UTC)
A lead journey only works when every next step connects. Build your team’s nurture, routing, and handoff process into an automated system that converts. A connected lead journey is what turns interest into action. When nurture, routing, and handoff operate as separate manual processes, teams send inconsistent outreach, leads get routed incorrectly, and you lose potential customers in the gaps between systems, steps, and people. In this session for Marketing and Sales Hub customers, a HubSpot expert will guide you through building an automated system that keeps leads engaged throughout their journey. You’ll work through the logic that determines what should happen before and after a consultation is booked, then apply it live so nurture and handoff operate from the same process. You’ll leave with two working workflows configured in your HubSpot account and a reusable framework for identifying manual processes and disconnected systems your team can streamline and automate. WHAT YOU'LL LEARN: Improve your close rate with workflows that automatically nurture and route your leads. You'll go step-by-step in your account to: 01. Map the moments automation should support Identify where a contact needs nurture before booking and where a booked consultation needs handoff, so your workflow decisions match the lead journey instead of a single isolated task. 02. Connect follow-up to the next customer action Configure a nurturing workflow so website visitors who have not booked a consultation can receive relevant follow-up at the right moment. 03. Create a cleaner handoff after booking Build a workflow that routes booked consultations to the correct team and creates associated CRM records so reps have the context needed to follow up. After this session, your automations will be ready to support the lead journey from interest to consultation handoff so your team can reduce manual gaps and act faster. WHO THIS SESSION IS FOR: You manage marketing follow-up and want to understand how nurture fits into a broader automation process. You support sales or revenue operations and want a reliable way to route new consultations to the right rep and auto-create CRM records. You've opened the workflows tool before but never built a complete workflow from scratch, and you want step-by-step guidance to get your first automation running in your account.
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Build with HubSpot: Customer Agent
Oct 21, 2026 · 1:00 AM (UTC)
Every question on your site that goes unanswered is either a lead that bounces or a customer left waiting. Configure your own Customer Agent to handle both, automatically. Fast answers now shape how people judge your business, whether they’re comparing options or trying to get help. When visitors and customers wait, interested buyers leave and common questions keep pulling your team away from higher-value work. That gap turns existing traffic into missed demand and makes it harder to scale service quality without adding headcount. In this hands-on coaching session for Professional and Enterprise customers, a HubSpot expert will guide you through configuring Customer Agent as a trusted resource for answering lead and customer questions. You’ll work through the decision logic behind your key settings, then apply it live so your agent reflects the conversations your business wants to automate. You’ll leave with Customer Agent configured in your HubSpot account and a rollout framework for testing responses before launch. WHAT YOU'LL LEARN: Build an AI agent that answers questions, qualifies leads, and resolves tickets automatically. You'll go step-by-step in your account to: 01. Build the foundation for trusted responses Configure Customer Agent with approved content sources and settings that control how it responds, so visitors and customers get accurate answers that reflect your business. 02. Decide which conversations your agent handles Set audience targeting so the agent only engages people during conversations you want to automate, and configure handoff rules to transfer to the right team member when a conversation needs a human touch. 03. Plan your agent’s rollout Preview agent responses and plan Breeze credit usage before launch so you can test response quality and manage costs as your automation scales. After this session, you'll have a configured agent ready to so you can begin to capture more leads and handle support conversations. WHO THIS SESSION IS FOR: You manage marketing, growth, or website conversion and want to respond to visitor questions faster so more traffic turns into leads. You manage support or service teams and want to resolve repetitive inquiries automatically so your team can focus on the cases that actually need a human. You've seen Customer Agent in your HubSpot account and you want step-by-step guidance to get the setup right before you go live.
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Build with HubSpot: Multi-touch Sequences
Oct 21, 2026 · 3:00 AM (UTC)
Warm leads and customers lose momentum when outreach depends on rep’s memory. Build a cadence that keeps the right people moving. Sales and service teams both lose time when outreach lives in inbox reminders and mental notes. For reps, that means warm leads stall before a deal conversation gets traction and for retention teams, onboarding and check-ins can arrive after a customer already needed direction. Every missed or mistimed touch pulls attention away from pipeline work and customer follow-up. In this session for Sales Hub and Service Hub customers, a HubSpot expert will guide you through creating a consistent cadence of outreach so prospects and customers hear from your team at the right time. You’ll learn when pipeline and retention touchpoints should happen, then apply the structure live in your own account. You’ll leave with two configured sequences in your HubSpot account and a practical framework for adapting timing and message content to your process. WHAT YOU'LL LEARN: Build outreach motions that create pipeline and drive customer retention. You'll go step-by-step in your account and: 01. Build a path for planned outreach Create a standard sequence in your account so sales reps can work warm leads consistently and service teams can keep customer follow-up on schedule, all without writing every message from scratch. 02. Adapt outreach when engagement changes Configure a dynamic sequence that enrolls contacts at the right time with steps for follow-up tasks and automatic unenrollment so your team steps in when a prospect or customer is ready to talk.tem 03. Optimize messages with personalization and performance insights Use Breeze Assistant to generate email templates for sequences that your team can use to create personalized outreach faster. Then, use HubSpot's built-in sequence analytics to track performance at each step, identify which touches drive engagement, and apply those insights to A/B test your messaging, timing, and cadence. After this session, you'll be ready to use sequences across the full customer journey: post-demo follow-up, deal nurturing, customer onboarding, or any outreach that needs to stay consistent without adding to your team's manual workload. WHO THIS SESSION IS FOR: You're a sales rep, account manager, or service professional who manually tracks follow-ups today and wants a system that keeps every contact in your pipeline engaged without the administrative overhead. You lead a sales or service team and want to give your reps a scalable, repeatable approach to contact nurturing and deal follow-up that doesn't rely on individual memory or manual reminders. You've used basic sequences or email templates before but want to go deeper into dynamic sequences, Breeze Assistant content creation, and step-level analytics so you can personalize outreach at scale and measure what's working.
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Lead Scoring Essentials: Prioritize Your Most Promising Leads
Oct 21, 2026 · 5:00 AM (UTC)
When your lead scoring setup doesn’t combine fit and intent, your best contacts go cold while your team works lower-priority leads. Build a score that shows who’s actually ready to buy. Without a standardized process for scoring leads, sales and marketing often have different definitions for what qualified means. This misalignment results in leads that all look the same, so reps end up prioritizing based on gut-feel and chase prospects that aren’t truly qualified. Meanwhile, your best accounts get missed, conversion rates drop, and friction between marketing and sales grows. In this session for Marketing and Sales Hub customers, a HubSpot expert will guide you through creating a lead score built using your team’s shared definition so your best prospects get worked first. You’ll define what “good” looks like for your team, then build a scoring model that ranks every contact in your CRM by readiness, automatically. You’ll leave with a lead score that your team can rely on and a practical QA process for refining it. WHAT YOU'LL LEARN: Improve lead quality with scoring that puts your best leads in front of reps before they go cold. You'll go step-by-step in your account to: 01. Create a shared model for lead quality Build a score that combines fit and engagement so leads are qualified on both who they are and what they’ve done. Then, configure settings so each criterion is weighted properly and your score remains balanced and current. 02. Validate your scoring model before you go live Preview how your entire contact base would rank against the model you've built so you can verify that it’s working as intended. 03. Review why a contact ranked the way it did Drill into which criteria drove each contact's score, giving reps context they can act on and confidence in lead quality. After this session, your lead scoring foundation will be ready to guide your next handoff and keep reps focused on your most promising leads. You’ll be ready to use your lead score to trigger automatic lead handoffs through workflows, enroll high-scoring contacts into targeted nurture sequences, or build segments that surface your most qualified accounts. WHO THIS SESSION IS FOR: You manage marketing, sales, or revenue operations and want to replace gut-feel lead prioritization with a data-driven scoring model both teams trust and act on. You're responsible for pipeline or lead quality in HubSpot and want to give your team a structured, explainable reason to focus on the right contacts first. You've used HubSpot lists or simple contact views to prioritize outreach and want to build a scoring model that accounts for both who a contact is and how actively they're engaging.
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Build with HubSpot: Publish Social Content
Oct 21, 2026 · 8:00 AM (UTC)
With billions of active users across social platforms, the question is: Are you effectively reaching your audience where they spend their time? Stay ahead in today’s digital landscape by transforming your social media presence with HubSpot. Don’t miss the opportunity to streamline your publishing, track every interaction in your CRM, and see exactly how your social content drives business growth. Unlock the potential of a unified social strategy and watch your brand's engagement soar! Join our interactive, hands-on workshop, designed for users of all levels, to learn how to: Connect your social world: Walk through connecting your Facebook, Instagram, LinkedIn, and X accounts directly to HubSpot. Build a content strategy that works: Learn how to move beyond "just posting" by creating SMART goals and content pillars that align with your buyer personas. Create and schedule with ease: Draft, edit, and schedule your social posts step-by-step with live guidance from a HubSpot expert. Leverage "Power Features": Discover how to use AI-powered drafting, bulk uploading, and social monitoring to save time and stay responsive. Participate in this small group coaching led by a HubSpot Professor and master the power of the Social tool.
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Build with HubSpot: Sales Performance Dashboard
Oct 21, 2026 · 8:00 AM (UTC)
When deals stall or you miss your revenue forecast, do you know why? Build a sales dashboard that shows deal progress & the activities driving revenue. Having a full pipeline and understanding it are two very different things. Most sales managers know how many deals are in play. But can you explain where those opportunities are actually stalling or why this quarter's numbers keep changing? That gap is where coaching clarity and data-backed decision making ends. In this session for Sales Hub customers, a HubSpot Academy Professor will guide you through building a Sales Performance Dashboard that gives you a consistent view of deal progression and the activities leading to closed revenue. You’ll learn which reports actually surface what matters, then apply it in a live build that shows how funnel data and conversion signals translate into insights that improve team results. You'll leave with a configured dashboard and the analytical structure to keep refining it as your team's needs evolve. WHAT YOU'LL LEARN: Build a sales performance dashboard that drives accountability. You'll go step-by-step in your account to: 01. Set up sales analytics reports in HubSpot Configure the sales analytics suite in Sales Hub so your team has immediate access to deal activity and prospecting data without having to build reports from scratch. 02. Build a funnel report to identify where deals stall Use funnel reporting in Sales Hub to visualize deal drop-off across pipeline stages so you can spot the conversion bottleneck that's costing your team the most revenue. 03. Design a custom report that answers your specific business questions Build a cross-object report in the custom report builder so your dashboard can surface the insights your pre-built templates don't show, like which deal source or industry generates your highest close rates. After this session, your dashboard will be ready to open in your next team meeting and serve as the foundation for the weekly performance conversations your sales team actually needs. WHO THIS SESSION IS FOR: You manage a sales team and want to move beyond spreadsheets and ad hoc check-ins to a structured dashboard that shows you where deals stand and what your team is driving each week. You are in Revenue Operations or Sales Enablement and want to build a reporting foundation that your sales managers can pull up independently, without requesting custom reports from your team. You have used HubSpot reports before and want to understand how funnel analysis and the custom report builder extend your view beyond what pre-built templates can show on their own.
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Build with HubSpot: Customer Success Workspace
Oct 21, 2026 · 9:00 AM (UTC)
Scattered customer data doesn't just slow your team down, it costs you renewals. When customer health insights, renewal timelines, tasks, alerts, and revenue each live in a different place, the customer value you can provide becomes limited. Preventable churn becomes harder to catch, expansion windows close before your team can act on them, and your customers are left waiting on responses. In this live workshop for Service Hub customers, a HubSpot expert will walk you through building a centralized command center you can use to streamline tasks, manage risk, and identify growth opportunities. In your account, you’ll set up a workspace and learn how to use it to monitor health and retain your book of business. You’ll leave with a fully configured Customer Success Workspace you can begin using to organize your day and reduce churn. WHAT YOU'LL LEARN: Run your book of business from a centralized workspace. You'll go step-by-step in your account to: 01. Organize and streamline your daily workflows Set up the Summary tab to surface your most important tasks, overdue items, and health alerts so each day is focused on your highest-priority items. 02. Reduce churn with actionable customer insights Use health scores and customer views to organize your accounts by risk level, so you can prioritize the accounts that need your attention. 03. Identify opportunities for growth Review the Revenue tab to monitor renewal timelines and expansion opportunities so you can spot upsell or cross-sell opportunities at the right moment. After this session, you'll be ready to use your workspace to drive proactive customer retention. Build on this by using your data to set up automated workflows triggered by health score changes or create retention dashboards. WHO THIS SESSION IS FOR: You're a Customer Success Manager, renewal manager, or onboarding specialist who wants a single workspace to manage your book of business instead of toggling between tools for every account update. You lead a CS or post-sale team and want to give your reps a structured daily workflow that automatically surfaces the right accounts, task priorities, and revenue opportunities. You've been using Service Hub for ticketing and support and want to extend your setup to include health tracking, customer segmentation, and renewal pipeline visibility.
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Build with HubSpot: Automate Post-Sale Handoff
Oct 21, 2026 · 12:00 PM (UTC)
Manual handoffs can slow the momentum your newest customers expect. Build a consistent experience for your team and customers that drives retention. Once a deal closes, the customer journey begins, and their expectations are high. They’re looking to get the most out of what they’ve purchased, but if handoffs and implementation rely on manual processes or disconnected teams, next steps can drift, onboarding becomes inconsistent, and customers lose trust and confidence. Every delay raises churn risk and pulls your customer success team’s capacity into coordination work instead of support. In this live workshop for Professional and Enterprise customers, a HubSpot expert will guide you through automating your post-sales handoff so customers have the tools and support needed to achieve their goals from day one. You’ll learn best practices for a seamless transition, then apply it in your account so customer milestones trigger the right next step. You’ll leave with an onboarding system configured to match your team’s process and a consistent process for a best-in-class customer experience. WHAT YOU'LL LEARN: Create an automated, post-sales experience that builds customer trust, loyalty, and long-term success. You'll go step-by-step in your account to: 01. Launch a consistent welcome and handoff for new customers Create a workflow that triggers off of closed-won deals to automate internal notifications, account ownership, and task creation for the onboarding team, so the first steps happen at the right time. 02. Structure onboarding work around clear milestones Configure a project pipeline around your team’s onboarding or implementation stages so everyone can see where each customer stands in their journey and next steps happen the same way, every time. 03. Move customers forward faster Use project pipeline automation to operationalize your onboarding flow. Trigger customer emails to deliver onboarding activities, update project statuses, or create tasks for check-ins so nothing slips through the cracks. After this session, your setup will be ready to move new customers into onboarding with clear ownership so they begin seeing value on day one. WHO THIS SESSION IS FOR: You lead customer success or onboarding and want to improve customer retention with an automated onboarding experience. You manage sales or revenue operations and want to minimize downtime after a deal closes by automating the post-sales handoff. You have a manual process in place and want to streamline by automating your onboarding playbook.
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Build with HubSpot: Contact List Segmentation
Oct 21, 2026 · 12:00 PM (UTC)
Level: Intermediate Marketing Hub Starter, Professional, Enterprise Segments tool Generate leads Your best contacts shouldn't get the same message as everyone else. Build targeted segments that find the right people to send your campaigns to, every time. Your HubSpot account holds the contacts your campaigns need, but broad campaigns waste the contacts you worked hard to earn. When every lead, customer, or subscriber receives the same message, high-intent audiences can miss the offer that matches where they are in the buyer journey. The result? Improving conversion rates becomes harder and proving ROI becomes nearly impossible. In this hands-on session for Marketing Hub customers, a HubSpot expert guides you through building three segments essential for behavioral targeting at every stage of your funnel. You’ll connect segmentation strategy and best practices to live application, creating segments whose criteria reflects your contacts’ journey stage, shared attributes, and engagement behavior. You'll leave with a playbook of ready-to-use segments whose playbook you can reuse to support campaigns, nurture, and re-engagement. WHAT YOU'LL LEARN: Organize your contacts and find the right people, every time. You'll go step-by-step in your account and: 01. Create three essential marketing segments that group contacts by where they are in their journey Create a lifecycle stage, target audience, and engagement segment in your HubSpot account so every send reflects where a contact actually is in their journey with your brand. 02. Use Breeze Assistant to speed up list building Describe your target audience and let Breeze Assistant suggest the filter criteria so you can build precise segments without manually testing every property combination. 03. Apply your segments across marketing channels Connect your new segments to different channels so the same targeting logic can be applied across the customer journey. After this session, your new lists will be ready to connect to your next campaign so you can improve relevance, reduce wasted sends, and make targeting decisions easier to explain. WHO THIS SESSION IS FOR: You manage email campaigns in Marketing Hub and want to send more relevant messages to contacts based on where they are in the buyer journey. You are in Sales or Revenue Operations and want clearer criteria for grouping audiences by shared attributes or behavior without manually filtering your CRM data every time you need a targeted list. You have worked with HubSpot lists before and want to see how behavioral segments and AI-powered filter suggestions take your targeting further and reduce manual work.
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Navigating HubSpot Marketing Contacts: Best Practices
Oct 21, 2026 · 12:00 PM (UTC)
Bounces and unsubscribes can quietly eat your campaign budget. Clean up your audience before your next send to keep outreach focused on people you can reach. Marketing contacts are what your company pays for in HubSpot and the contacts you’re actively marketing to should count toward that group. But bounces, unsubscribes, and form submissions can quietly inflate that number, draining campaign budget on records you can’t engage. If they still sit inside the audience your team plans around, campaign results are harder to read and routine cleanup turns into manual data prep. In this Marketing Hub session, a HubSpot Academy Professor will guide you through a live cleanup process so your campaigns focus on people you can still engage. You’ll work through the logic for deciding who belongs in your active send audience, then apply it in your HubSpot account so future cleanup relies less on manual review. You’ll leave with an automated contact management system that keeps nurture effort focused on reachable leads and campaign spend tied to real demand. WHAT YOU'LL LEARN: Get more from your Marketing Hub subscription and stop paying for contacts who can’t hear from you. You’ll go step-by-step in your account to: 01. Identify who should be available for marketing Get clear on what makes a contact count toward your subscription cost, then set your forms and chat flows to categorize new contacts correctly so your high-volume capture points stop inflating your paid count. 02. Audit the contacts that are inflating spend Use filtered views and edit columns to find contacts marked for marketing who no longer belong and update them in bulk. 03. Create an automation for ongoing cleanup Build a workflow with Breeze Assistant that changes hard bounces and unsubscribes to non-marketing status, so your count stays cleaner as engagement changes. After this session, you'll have a clean contact list and automated system ready to run in the background so you can keep spend focused on contacts your team can reach. WHO THIS SESSION IS FOR: You manage marketing operations and want a system that keeps your paid contact list accurate as your database grows, without manual cleanup every month. You support email or ad campaigns and want a clearer process for deciding which new leads should be available for your marketing efforts. You've used HubSpot's forms and chatflows before but haven't configured them to control your marketing contact count.
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Build with HubSpot: Assign Leads with Workflows
Oct 21, 2026 · 1:00 PM (UTC)
Every lead or customer without an owner is already waiting too long. Use workflows to assign owners so no one slips through the cracks. When a customer asks for support or a new lead enters your CRM, every minute spent waiting to be routed to the right rep has a cost. Prospects go cold and move on or your customer's frustration builds while waiting on a response. In this hands-on session, a HubSpot Academy Professor will guide you through building a contact-based workflow that automatically assigns leads or customers to the right team member. During the workshop, you’ll configure your automation to balance workload, create follow-up tasks, and keep your CRM current. You'll leave with a lead assignment workflow built in your own HubSpot account, ready to deploy that day. WHAT YOU'LL LEARN: Route every contact to the right owner with workflows. You'll go step-by-step in your account to create a workflow that: 01. Assigns leads and customers to the right owner Set up enrollment triggers and branch conditions so every incoming contact routes to the right team member, without anyone manually deciding who gets what. 02. Balances workload and automatically creates tasks Use the rotate record to owner action to balance incoming volume fairly across your team, then generate follow-up tasks automatically so assigned team members know exactly what to do the moment a contact is assigned. 03. Updates your CRM as contacts move through your automation Configure property update actions that keep your CRM accurate as contacts are assigned, so your team always has the context they need without manual entry or cleanup. After this session, you'll be ready to connect your workflow to additional automation, such as follow-up sequences, lifecycle stage updates, or notification triggers for your team. WHO THIS SESSION IS FOR: You manage a sales or service team and want to replace your manual routing process with an automated workflow that assigns every incoming contact to the right team member the moment they arrive. You're a HubSpot admin or team lead who owns the contact assignment setup and wants a reliable system for distributing, tracking, and following up on incoming contacts without manual oversight. You've used HubSpot workflows for other automations but haven't yet applied them to contact assignment or workload rotation, and you want to close that gap.
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Data Management Excellence: Essential Strategies for Clean and Organized Data
Oct 21, 2026 · 1:00 PM (UTC)
Without a strong data foundation, your team works around your CRM instead of with it. Create a data structure they can rely on for decision-making & reporting. Most teams build their CRM as they go, and by the time the structural problems surface, they've worked their way into every campaign and customer conversation. Without consistent structure, the teams who should be acting on your data spend more time searching for it, your workflows break before they deliver, and leadership questions reporting accuracy. In this live workshop, a HubSpot Academy Professor will guide you through the data management tools that turn your CRM into a reliable source of truth across your entire organization. You'll get a clear framework for how to organize your business information, then walk away with the hands-on skills to bring that structure to your CRM for better data quality and more confident decisions. You'll leave with your data model configured in HubSpot and a proven process for keeping your records accurate as your business scales. WHAT YOU'LL LEARN: Build the foundation that turns your CRM into your team’s source of customer intelligence. You'll go step-by-step in your account to: 01. Organize your data model so your team works from a single source of truth Set up objects and properties in HubSpot Smart CRM so your team has a complete, consistent view of every contact and company without duplicating effort across tools. 02. Give your team instant context on every customer relationship Configure association labels in your HubSpot account so your team can see not just which records are linked, but what role each contact plays in every deal or account. 03. Assess your CRM data’s health and implement tools that surface problems automatically Use HubSpot's data quality tools to identify duplicate records and formatting inconsistencies so your reports are based on information your team can actually trust. WHO THIS SESSION IS FOR: You manage your team’s HubSpot setup and want a data architecture that holds its shape as your contact database, workflows, and headcount grow. You're accountable for HubSpot delivering ROI and need data standards that enforce themselves across users, not standards that depend on everyone remembering the rules. You've watched a clean CRM become a messy one as headcount and use cases scaled, and you want the object architecture and governance structure that keeps it from happening again.
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Build with HubSpot: Help Desk Setup
Oct 21, 2026 · 2:00 PM (UTC)
Scattered support work makes customers wait while teams find the right owner. Build a Help Desk that enables faster resolution. Customer expectations are rising, and as a result, support volume can grow faster than the process built to manage it. When ownership and routing are handled case by case, reps lose time deciding what happens next instead of resolving the issue. Customers wait longer, missed tickets become harder to catch, and managers lose the visibility they need to improve service quality as demand grows. In this live workshop for Service Hub customers, a HubSpot Academy Professor will guide you through creating a Help Desk that uses AI and automation to help you save time, reduce errors, and improve agent efficiency. You’ll work through translating your operating rhythms into HubSpot, using it to create a workspace that reflects the structure of your business. You’ll leave with a configured support workspace and a practical framework for improving resolution as request volume grows. WHAT YOU'LL LEARN: Create a help desk your team can use to handle routine inquiries, surface critical insights, and speed up response times. You'll go step-by-step in your account to: 01. Connect incoming requests to one team queue Configure your core support channels in help desk so tickets land in one organized queue instead of separate inboxes your team has to monitor. 02. Create a process with clear ownership Set up ticket pipelines, stages, and routing rules to create a repeatable support process with clear ownership, automatic assignments, and no manual triage. 03. Track service performance before problems spread Configure SLA targets and pre-built dashboards so you can track ticket volume, resolution rates, and response times so you can spot bottlenecks before they become customer delays. After this session, your support workspace will be ready to handle new requests through one process so your team can respond faster as volume grows. WHO THIS SESSION IS FOR: You manage your team’s Service Hub configuration and want to create or optimize a help desk and ticketing workspace for your team. You're a support manager or operations lead and want to see ticket volume, resolution rates, and rep performance in one place so you can coach with data instead of guessing. You've activated Help Desk or started connecting channels but haven't completed the full setup and want to get pipelines, routing, SLAs, and reporting configured correctly.
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Build with HubSpot: Knowledge Base Structure
Oct 21, 2026 · 2:00 PM (UTC)
Repeat tickets keep growing when customers can’t find clear answers. Build a Knowledge Base structure that makes self-service their first stop. Your support team fields the same questions each month and if you have a Knowledge Base, the problem is rarely the number of articles. When content is organized around internal labels rather than how customers think, even a well-built resource goes largely unused. That gap keeps repeat tickets coming in while your agents' capacity for complex, high-value work shrinks. In this session for Service Hub customers, a HubSpot Academy Professor will guide you through creating a Knowledge Base built around how customers think and navigate, not how your team organizes information internally. You'll work through the organizational logic that determines whether customers find answers independently, then put it into practice with a hands-on HubSpot build. You'll leave with a working Knowledge Base configured in your HubSpot account and a practical framework for identifying content gaps before they generate repeat support volume. WHAT YOU'LL LEARN: Build a Knowledge Base your customers actually use. You'll go step-by-step in your account to: 01. Build a category hierarchy that routes customers to answers Map your category and subcategory structure in HubSpot around how visitors naturally browse, not how your internal team labels information, so the right article appears within two clicks. 02. Publish articles your support team and customers will both reach for Structure and format content in HubSpot's article editor, with AI-assisted editing to improve clarity, so your documentation resolves issues on the first read and agents have a reliable reference when they need it. 03. Track Knowledge Base performance to find where visitors are getting stuck Review HubSpot's built-in Knowledge Base reporting to surface search terms with no results and flag underperforming content so you always know where to focus improvement efforts next. After this session , your Knowledge Base will be structured for self-service and you’ll be ready to connect to your help desk so reps can pull relevant content into ticket workflows. WHO THIS SESSION IS FOR: You manage a support team that fields the same questions every week and want to give customers a reliable place to find answers before they reach your queue. You manage your team’s Knowledge Base or write support articles and want to implement a framework for creating content that agents recommend first and customers return to on their own. You have an existing Knowledge Base but have not seen it change your team's workload and want to find out what needs to change.
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Build with HubSpot: Unlock Loop Marketing with AI Tools
Oct 21, 2026 · 2:00 PM (UTC)
Loop Marketing isn't just a concept, it's a repeatable system you can run inside HubSpot today. With the right AI tools, you can express your brand, personalize at scale, reach buyers across every channel, and continuously improve, all without leaving your portal. Led by a HubSpot Academy Professor, this interactive session walks you through the full Loop Marketing framework, powered by HubSpot's AI tools, so you can see exactly how it works and apply it to your own business. Here's what we'll cover together: 🎨 Breeze Assistant: Build a brand-trained AI that knows your voice, tone, and offerings so every piece of content sounds like you, not a robot 🔍 Data Agent: Unlock CRM-powered intelligence to understand what your contacts care about and personalize content at a 1-to-1 level 🤖 AEO (Answer Engine Optimization): Discover how visible your brand is in AI search tools like ChatGPT and Perplexity, and exactly what to fix 📈 Breeze Analytics: Close the loop by letting AI surface what's working, what's not, and what to do next By the end, you'll have a practical, repeatable framework to run smarter campaigns, one that gets faster and more effective every time you use it.
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Erstellen mit HubSpot: Leads mithilfe von Workflows zuweisen
Oct 21, 2026 · 2:00 PM (UTC)
Jeder Lead oder Kunde ohne einen für den Kontakt zuständigen Mitarbeiter wartet bereits zu lange. Nutze Workflows, um Kontakt-Datensätzen einen zuständigen Mitarbeiter zuzuweisen, sodass keine Leads durch das Raster fallen. Wenn ein Kunde nach Hilfe fragt oder ein Lead deinem CRM hinzugefügt wird, ist jede Minute, die es dauert, mit der richtigen Person verbunden zu werden, mit Kosten verbunden. Interessenten verlieren das Interesse und schauen sich nach anderen Möglichkeiten um oder die Frustration von Kunden steigert sich beim Warten auf eine Antwort. In diesem praxisnahen Coaching führt dich ein HubSpot Academy Professor durch die Erstellung von einem kontakt-basierten Workflow, der Leads oder Kunden automatisch an die richtige Person im Team zuweist. Im Verlauf des Coachings erstellst du deine Automation, um die Arbeitsverteilung auszugleichen, Follow-Up-Aufgaben zu erstellen und dein CRM auf dem aktuellen Stand zu halten. Am Ende des Workshops hast du einen Workflow für die automatische Zuweisung von Leads in deinem HubSpot-Account erstellt, der noch am gleichen Tag aktiv gesetzt werden kann. WAS DU LERNST: Leite jeden Kontakt an die richtige Person mit Hilfe von Workflows.Du arbeitest Schritt-für-Schritt in deinem HubSpot-Account, um einen Workflow zu erstellen: 01. Leads und Kunden an die richtige, zuständige Person zuweisen Wähle deine Aufnahmekriterien und Kriterien für Verzweigungen aus, damit jeder aufgenommene Kontakt der richtigen Person im Team zugewiesen wird, ohne manuelle Entscheidungsfindung, wer welche Kontakte erhält. 02. Verteile die Arbeitslast gleichmäßig und erstelle automatisch Aufgaben Füge die Aktion “Datensatz an zuständigen Mitarbeiter zuweisen” dem Workflow hinzu, um das eingehende Volumen an neuen Leads gleichmäßig innerhalb deines Teams aufzuteilen. Erstelle anschließend automatisch Folgeaufgaben, damit zugewiesene Teammitglieder genau wissen, welche Schritte als nächstes notwendig sind, sobald ihnen ein Kontakt zugewiesen wird. 03. Aktualisiere dein CRM während Kontakte deine Automation durchlaufen Konfiguriere Aktionen zur Aktualisierung von Eigenschaften, die dein CRM auf dem aktuellen Stand halten, noch während Kontakte zugewiesen werden. Somit hat dein Team zu jeder Zeit das nötige Hintergrundwissen, ohne manuelle Eingabe von Daten. FÜR WEN DIESES COACHING GEDACHT IST: Du leitest ein Sales- oder Service-Team und willst euren manuellen Verteilungsprozess mit einem automatisierten Workflow ersetzen, der jeden eingehenden Kontakt umgehend der richtigen zuständigen Person im Team zuweist. Du bist ein HubSpot-Admin oder Teamleitung , die das Zuweisen von Kontakten verantwortet und willst ein zuverlässiges System für die Verteilung und Nachverfolgung von eingehenden Kontakten ohne manuelles Nachfassen aufsetzen. Du nutzt HubSpot Workflows für andere Automatisierung , hast sie jedoch noch nicht auf die Zuweisung von Kontakten und die Verteilung von Aufgaben angewandt und willst diese Lücke schließen. Nach diesem Coaching kannst du deinen Workflow mit zusätzlichen Automatisierungen verbinden, unter anderem Folgeaufgaben, Aktualisierungen der Lifecycle Phase, oder Benachrichtigungen für dein Team.
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Build with HubSpot: Flawless Imports for Clear, Reliable Data
Oct 21, 2026 · 4:00 PM (UTC)
One bad import can corrupt your records. Build a reliable import file live and implement a repeatable checklist for keeping future uploads accurate. Imported data doesn't stay in the file where it started. It becomes the record your teams use to make decisions and take action. Most import problems only become visible after the upload is already powering campaigns and customer conversations. By then, every duplicate record or overwritten field is harder to isolate and harder to explain. In this hands-on session, a HubSpot Academy Professor will guide you through building an import file that turns spreadsheet data into reliable CRM records your team can use across HubSpot. You'll learn how to plan imports to protect data quality, then apply it in a hands-on build that surfaces problems before they reach your CRM. You'll leave with a correctly mapped import file in HubSpot and a repeatable checklist for keeping future uploads clean as your database grows. WHAT YOU'LL LEARN: Run imports without duplicates, errors, or overwritten records. You'll go step-by-step in your account to: 01. Structure your imports for reliable CRM records Use HubSpot sample templates to organize contact and company data, map each column to the right property, and use email addresses and company domains as unique identifiers so your upload creates and updates the right records. 02. Identify and resolve import errors before they reach your CRM Use HubSpot's import error report to catch column mapping mismatches, formatting issues, and missing required fields before bad data touches your existing records. You'll troubleshoot errors in real time so you recognize them when they appear in your own files. 03. Set up a rollback strategy so you can recover if something goes wrong Create a backup before every import and learn when to use it so you can restore affected records quickly if an upload overwrites data or creates issues your team needs to reverse. After this session, your import file will be ready to upload and your checklist will be ready to reuse before every future import so your team can act on cleaner data with more confidence. WHO THIS SESSION IS FOR: You manage your team’s data in HubSpot and want a repeatable, low-risk process for getting data in cleanly so each import keeps records accurate as your database grows. You're responsible for marketing, sales, or operations data and need records that support trustworthy outreach, automation, and reporting. You've imported data into HubSpot before but have run into duplicates, overwritten fields, or error warnings you weren't sure how to resolve, and you want a process that prevents those problems from the start.
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Build with HubSpot: Customer Agent (Part 2 - Launching Live)
Oct 21, 2026 · 5:00 PM (UTC)
You’ve created and trained your Customer Agent, now it’s time to go live. Deploy your agent so you can provide instant support today. is only the first half of the work. Until it's connected to a live channel, your visitors are still waiting, your team is still fielding the same questions, and the after-hours gap your agent was built to close is still open. Every day between "setup done" and "agent live" is a day your team is doing manually what you've already built the automation to handle. In this hands-on coaching session for Professional and Enterprise customers, a HubSpot Academy Professor will guide you through deploying Customer Agent into a live chat flow so your agent can start handling real conversations. You'll learn how to connect your agent to various channels, configure when and how your agent engages, and then go step-by-step to deploy Customer Agent into a live chat flow in your own account. You'll leave with Customer Agent deployed, your inbox connected to receive and manage incoming conversations in one place, and an agent ready to engage visitors automatically. WHAT YOU'LL LEARN: Go from configuration to live agent in 60-minutes. You'll go step-by-step in your account to: 01. Connect your channels so every conversation reaches the right place Set up your conversation inbox or help desk to receive incoming conversations from your connected channels so your team has a single, organized view of every interaction as it comes in, whether it's a lead asking about pricing or a customer looking for help. 02. Build the chat flow that puts your agent in front of visitors Create a live chat flow and configure settings to control exactly where and when your agent appears and engages. Set working hours, the percentage of conversations your agent handles, and who the chat gets assigned to when your agent isn’t set to respond. 03. Deploy Customer Agent so it starts handling conversations automatically Launch Customer Agent into your chat flow so the agent is live, active, and ready to engage real visitors with fast, accurate answers drawn from your approved content sources without waiting for a human to come online After this session, your Customer Agent will be live in a channel and connected to your inbox so your team can manage every conversation in one place and your agent can start handling interactions the moment they come in. WHO THIS SESSION IS FOR: You attended Part 1 and have your agent configured, but haven't connected it to a live channel yet and want step-by-step guidance to complete the deployment. You manage support or service operations and want to move Customer Agent from configured to live so your team spends less time on repetitive questions and more time on the conversations that actually need them. You manage sales or marketing operations and have your agent configured and want to go live so you can qualify leads, book meetings, and convert opportunities faster.
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Build with HubSpot: Marketing Attribution Dashboard
Oct 21, 2026 · 7:00 PM (UTC)
Are you making the most of your marketing channels, or just guessing where your results come from? Understanding which marketing activities truly drive leads, deals, and revenue is essential for making smarter decisions and maximizing your marketing impact. Join the 75% of marketers who feel more confident—and see measurable ROI increases—by using attribution reporting. In this hands-on session designed for Marketing Professional customers, you’ll learn how to unlock actionable insights with HubSpot’s marketing attribution reports and dashboards. You’ll discover practical strategies to clearly see which channels perform best, so you can focus your budget and efforts where they matter most. You’ll also: Explore the basics and value of marketing attribution—what it is, and why it matters 🔎 Build your own custom attribution dashboard, step by step, in HubSpot 🖥️ Learn to use dashboard templates and the reports library for quick wins 📊 Dive into advanced features like custom and AI-powered attribution reports 🚀 See how to automatically share dashboards for your team 🤝 This interactive group session is led by one of our HubSpot Customer Success Managers, providing live guidance and best practices. Bring your questions for the Q&A, and leave with the confidence to prove what’s working in your marketing. Register today and take the guesswork out of your marketing strategy!
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Build with HubSpot: Prospecting Agent
Oct 21, 2026 · 7:00 PM (UTC)
You’re spending time on research and outreach that AI can handle. Build an agent that monitors and sources leads so reps can focus on closing. Your reps books of business are growing, but they’re still facing the same prospecting challenges they always have: Manual research that eats up their day and generic outreach that gets ignored. The time they spend monitoring account activity, sourcing buying committees, and writing emails for each prospect comes directly out of higher-value selling work. The result? Your prospecting presence can’t scale to meet rising demands, leads go untouched, pipeline is missed, and you ultimately lose revenue. In this hands-on session, a HubSpot Academy Professor will guide you through configuring Prospecting Agent to handle research and outreach so reps can focus on closing. You’ll work through how agentic prospecting fits into your sales process, then go step-by-step in your account to create an agent that researches accounts, sources buying groups, and drafts personalized outreach. You’ll leave with an agent built around your team’s selling profile and a segment of leads enrolled so your agent can begin monitoring and researching. WHAT YOU'LL LEARN: Build an AI agent that handles prospect research so reps can focus on closing more deals. You'll go step-by-step in your account to: 01. Ground Prospecting Agent in your business context and playbook Configure a selling profile and agent guardrails to shape how your agent positions your business and executes engagement, so outreach is personalized and stays within limits. 02. Prioritize the accounts you want to research Build and enroll a target segment so your agent can begin monitoring accounts and preparing research. When interest is shown, the agent will alert reps and handoff research, recommended contacts, and personalized email drafts. 03. Understand credit usage Learn how Prospecting Agent uses credits and how you can manage credit consumption to stay within budget. After this session, you'll be ready to expand your prospecting agent to additional lead segments, layer it alongside existing sequences for a full coverage motion, or build separate agent configurations for different personas or markets. WHO THIS SESSION IS FOR: You manage a sales team and want to automate your prospecting flow so reps can focus on conversations that close deals. You're a sales rep or AE who wants to work your book smarter, reach the right accounts at the right time, and close more deals. You've used HubSpot sales tools before and want to understand how agentic prospecting fits into your current sales process.
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Build With HubSpot: High-Converting Pop-Up Forms
Oct 22, 2026 · 9:00 AM (UTC)
Without the right lead-capture setup, most visitors leave without becoming leads. Convert more of the demand you already earned with pop-up forms. Your site gets traffic, but without a dedicated lead-capture setup, most visitors leave without ever identifying themselves. Every campaign dollar you spend driving those visitors to your site produces a fraction of the leads it should, and poor conversion means no new pipeline to show for it. In this hands-on session, a HubSpot Academy Professor will guide you through building a pop-up form inside your HubSpot account. You’ll create a CTA with a compelling offer, that appears at the right moment, and is configured to collect higher-quality lead data for your CRM. After the session, you’ll have a pop-up form ready to publish on your website. WHAT YOU'LL LEARN: Build pop-up forms that convert more of your existing website traffic into leads. You'll go step-by-step in your account to: 01. Build a pop-up CTA that stops visitors and captures leads Create a pop-up CTA with an image and embedded form in HubSpot so visitors have a clear, compelling prompt to share their contact information instead of leaving your site. 02. Collect the contact data that actually drives your marketing Create a custom contact property and add it to your form so every submission delivers the segmentation and targeting data you need for personalized follow-up, not just a name and email. 03. Set targeting rules that show your CTA at the highest-intent moment Configure display triggers based on page URL, scroll depth, and time on page so your pop-up appears when visitors are most likely to convert, not just whenever they first arrive. After this session, you'll be ready to connect your new pop-up form to a welcome workflow or a lead nurturing sequence so every submission kicks off follow-up in HubSpot automatically. WHO THIS SESSION IS FOR: You manage marketing or website content and want to start converting more site visitors into leads without adding more tools or increasing your ad budget. You've set up basic contact forms before but want more control over who sees them, when they appear, and what data they collect. You're using HubSpot for email or CRM but want to connect your site's lead capture so new contacts flow directly into your HubSpot account.
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Créer avec HubSpot: UNBOUND Recap - Activez vos agents IA
Oct 22, 2026 · 9:00 AM (UTC)
Chaque nouveauté IA de cet automne a un seul objectif : des résultats concrets pour votre business. Participez à ce récap pour comprendre comment fonctionne la plateforme agentique de HubSpot et repartez avec un agent personnalisé prêt à utiliser. Le rythme des annonces IA peut rendre difficile la vision d'ensemble. Les fonctionnalités s'enchainent, les démos passent vite, et il est facile de repartir sans savoir vraiment comment tout cela s'articule pour votre business. Quand le lien entre les outils et les résultats n'est pas clair, l'adoption stagne et la valeur potentielle reste hors de portée. Dans cette session spéciale de Small Group Coaching, un Professeur de HubSpot Academy vous guidera à travers les nouveautés IA de l'automne 2026 sous l'angle des Objectifs de Croissance: Développer de la Demande, Conclure des transactions et Fidéliser les Clients. Vous verrez comment chaque nouveauté s'inscrit dans un mouvement business concret, puis vous passerez à la pratique pour créer votre premier agent personnalisé grâce à des instructions en direct. Vous repartirez avec un agent fonctionnel configuré dans votre compte HubSpot et une vision claire pour mettre votre équipe IA au travail. CE QUE VOUS ALLEZ APPRENDRE : Comprenez comment la plateforme agentique de HubSpot soutient vos objectifs business et créez votre premier agent personnalisé. Vous avancerez étape par étape dans votre compte pour : 01. Relier les nouveautés IA à vos objectifs de croissance Découvrez les agents IA lancés cet automne, ce que chacun fait et lesquels sont les plus pertinents pour votre équipe, et comment ces derniers sont au service de Développer de la Demande, Conclure des transactions et Fidéliser les Clients 02. Explorer les 4 outils qui font fonctionner votre équipe IA Prenez en main Breeze Assistant, Agent Hub, l'onglet Contexte et la création d'agents. Comprenez le rôle spécifique de chaque outil pour accéder à vos agents, les gérer et les améliorer. 03. Créer et tester un agent personnalisé dans Agent Hub Créez votre premier agent de A à Z étape par étape. Vous choisissez le besoin, vous décrivez ce que l'agent doit faire, et vous le testez sur de vraies données. Exemples d'agents que vous pourriez créer : un agent de préparation de réunion, un agent de suivi client, ou un agent qui résume l'activité récente d'un deal avant un appel Après cette session, vous aurez un premier agent fonctionnel configuré dans votre compte HubSpot et une approche reproductible pour créer des agents ancrés dans le contexte de votre business, et non de simples prompts génériques. CETTE SESSION EST FAITE POUR VOUS SI : - Vous avez participé à Unbound 2026 ou suivi les annonces IA de l'automne et souhaitez aller plus loin que les démos, avec du temps pratique pour construire et tester ce qui a été présenté. - Vous gérez une équipe commerciale, marketing ou service client et souhaitez comprendre quels agents IA sont les plus pertinents pour vos objectifs avant de les activer. - Vous avez déjà exploré Breeze dans HubSpot mais vous ne l'avez pas encore relié à un modèle opérationnel plus large, ni créé un agent personnalisé de A à Z.
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Build with HubSpot: Content Remix
Oct 22, 2026 · 11:00 AM (UTC)
Creating content from scratch drains time and resources. Content Remix turns your best content into a full campaign, fast. Marketing teams are expected to produce content for email, social, paid, and more. But when building those assets means starting from scratch each time, hours go to reformatting and redistributing. You lose time that could be spent on strategy and creative work, and campaigns reach fewer people than they should. In this hands-on session, a HubSpot Academy Professor will walk you through Content Remix, a one-click repurposing tool that spins existing content into new formats for different audiences. During the workshop, you’ll take your own content and use it to create a suite of campaign-ready assets. You’ll leave with social posts, marketing emails, and forms ready to deploy so you can expand your reach and attract more leads. WHAT YOU'LL LEARN: Turn one piece of content into a full campaign in seconds. You'll go step-by-step in your account to: 01. Remix existing content in your account Select a source asset (a blog post, event page, or uploaded file) and use the Content Remix Agent to generate channel-ready social posts, marketing emails, and a supporting form in a single workflow, so your content reaches every channel it should. 02. Apply Brand Voice to every remixed output Connect your configured brand identity to Content Remix so each generated asset reflects your company's voice and style rather than a generic AI template. 03. Assess which outputs are ready to publish and which need refinement Use the review and instruction controls built into Content Remix to evaluate AI-generated content and apply editorial judgment before anything goes live, so you can confidently ship content that meets your standards without reviewing everything from scratch. After this session, you'll be ready to apply Content Remix to any existing asset in your library — from past event recordings and blog archives to product pages and campaign briefs — turning each one into a multi-channel campaign without starting over. WHO THIS SESSION IS FOR: You create content regularly in HubSpot and want a faster path from one strong asset to posts, emails, and forms across every channel, without switching tools or rebuilding from scratch each time. You manage a marketing or content team and want a repeatable AI-powered workflow your team can use to expand content reach without adding headcount. You've been using Breeze Assistant or Brand Voice in HubSpot and want to extend those tools into multi-channel output, so a single piece of strong content can become a full campaign.
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Build with HubSpot: Email Newsletter
Oct 22, 2026 · 11:00 AM (UTC)
A growing contact list can still go quiet. Build a newsletter that delivers value and guides readers toward the next step. Newsletters are an essential marketing tool that can build brand trust, drive demand, and create an engaged subscriber base. But if your sends are built without a clear purpose and audience in mind, your content gets easier to ignore. The result? Your email channels stop building demand and strengthening relationships and your contacts see you as noise in their inbox. In this hands-on session for Marketing Hub users, a HubSpot Academy Professor will guide you through building a high-performing email newsletter from scratch so you can create recurring value for the people on your list. You’ll learn the strategy behind creating newsletters that are built with purpose and reader context, then build it live in your own account so every design choice points towards action. You’ll leave with a send-ready newsletter in your account and a reusable framework for creating future sends for different goals. WHAT YOU'LL LEARN: Build a newsletter that delivers value before it asks for action. You'll go step-by-step in your account to: 01. Define your purpose and audience Identify the kind of newsletter you want to send and use segments to find and group contacts by customer journey signals so each reader receives relevant content. 02. Protect your sender reputation before launch Configure subscription types and an opt-in compliance layer that ensures every contact on your newsletter segment can receive communication so you're compliant from day one. 03. Design a newsletter template built to convert Design a polished, reusable newsletter template that’s built with your audience and goal in mind so you can increase engagement and conversion. After this session, your newsletter foundation will be ready to apply to your next send so you can build subscriber trust and move more contacts toward action. WHO THIS SESSION IS FOR: You own lead nurture or customer communication and want to set up a structured newsletter program inside HubSpot with content that reflects where people are in their journey. You're currently using a separate email platform and want to bring your newsletter program into HubSpot so you can see engagement data alongside your contacts. You've sent emails in HubSpot before and want to create a newsletter program using a clear path from purpose to send-ready design.
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Créer avec HubSpot: Séquences Multi-Touch
Oct 22, 2026 · 12:00 PM (UTC)
Les prospects chauds et les clients perdent en dynamique quand les prises de contact dépendent de la mémoire des commerciaux. Créez une cadence qui maintient les bonnes personnes engagés. Les équipes commerciales et service perdent du temps lorsque leur suivi repose sur des rappels dans la boite mail ou dans les notes. Pour les commerciaux, cela veut dire que des prospects chauds sont perdus avant même qu'une conversation commerciale ne démarre. Pour les équipes chargés de la rétention, les détails de l'onboarding et les points de suivi sont partagés parfois trop tard. Chaque contact perdu ou mal cadencé détourne l'attention du travail sur le pipeline et du suivi client. Dans cette session pour les clients Sales Hub et Service Hub, un expert HubSpot vous guidera dans la création d'une séquence de prise de contact cohérente, pour que vos prospects et clients entendent parler de votre équipe au bon moment. Vous apprendrez quand planifier les points de contact pour le pipeline et la rétention, puis vous appliquerez cette structure directement dans votre compte. Vous repartirez avec deux séquences configurées dans votre compte HubSpot et un cadre pratique pour adapter le timing et le contenu de vos messages à votre processus. CE QUE VOUS ALLEZ APPRENDRE : Créez des actions de prospection qui alimentent votre pipeline et fidélisent vos clients. Vous avancerez étape par étape dans votre compte pour : 01. Créer un parcours de prise de contact planifié Mettez en place une séquence standard dans votre compte pour que les commerciaux puissent travailler les prospects chauds de façon régulière, et que les équipes de service maintiennent le suivi client dans les délais, sans rédiger chaque message de zéro. 02. Adapter la prise de contact quand l'engagement évolue Configurez une séquence dynamique qui inscrit les contacts au bon moment, avec des étapes de suivi et une désinscription automatique, pour que votre équipe intervienne quand un prospect ou un client est prêt à échanger. 03. Optimiser les messages avec la personnalisation et les données de performance Utilisez Breeze Assistant pour générer des modèles d'e-mails que votre équipe pourra utiliser pour créer des prises de contact personnalisées plus rapidement. Ensuite, utilisez les analyses de séquences intégrées à HubSpot pour suivre les performances à chaque étape, identifier les contacts qui génèrent de l'engagement, et appliquer ces données pour tester vos messages, votre timing et votre cadence. Après cette session, vous serez prêt à utiliser les séquences sur l'ensemble du parcours client : suivi post-démo, nurturing des opportunités, onboarding client, ou toute autre prise de contact qui doit rester régulière sans alourdir la charge manuelle de votre équipe. CETTE SESSION EST FAITE POUR VOUS SI : Vous êtes commercial, account manager ou professionnel du service client , vous gérez aujourd'hui vos relances manuellement et vous voulez un système qui maintient chaque contact engagé sans la charge administrative. Vous managez une équipe commerciale ou de service et vous souhaitez donner à vos commerciaux une approche scalable et reproductible pour le nurturing et le suivi des opportunités, sans dépendre de la mémoire individuelle ou de rappels manuels. Vous avez déjà utilisé des séquences simples ou des modèles d'e-mails , mais vous voulez aller plus loin avec les séquences dynamiques, la création de contenu avec Breeze Assistant et les analyses par étape, pour personnaliser vos prises de contact à grande échelle et mesurer ce qui fonctionne.
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Erstellen mit HubSpot: Customer Agent
Oct 22, 2026 · 1:00 PM (UTC)
Jede unbeantwortete Frage auf deiner Website ist entweder ein verpasster Lead oder ein Kunde, der auf eine Antwort warten muss. Konfiguriere deinen eigenen Customer Agent, um für beide eine automatisierte Lösung zu haben. Schnelle Antworten entscheiden heutzutage darüber, wie Menschen ein Geschäft beurteilen, ganz gleich ob sie Optionen miteinander vergleichen oder Hilfe suchen. Wenn sie warten müssen, verlassen viele Besucher und Kunden eine Webseite und häufig gestellte Fragen hindern Teams daran, ihren Fokus auf interessierte Käufer zu richten. Diese Lücke sorgt dafür, dass sich existierender Traffic in fehlende Nachfrage wandelt, und erschwert die Skalierung von qualitativem Service, ohne zusätzliches Personal einstellen zu müssen. In diesem praxisnahen Coaching für Professional und Enterprise Kunden führt dich ein HubSpot Experte durch die Erstellung des Customer Agent als vertrauensvolle Ressource, um Fragen von Leads und Kunden zu beantworten. Du lernst die Entscheidungslogik hinter allen wichtigen Einstellungen und wendest diese live an, damit dein Agent die Anfragen beantwortet, die du automatisieren willst. Am Ende des Coachings hast du den Customer Agent in deinem HubSpot-Account zusammen mit einem Rahmen für das Testen von Antworten vor der Veröffentlichung des Customer Agent erstellt. WAS DU LERNST: Erstelle einen KI-Agenten, der Fragen beantwortet, Leads qualifiziert und automatisch Tickets löst. Du arbeitest Schritt für Schritt in deinem Account: 01. Erstelle die Grundlage für vertrauenswürdige Antworten Konfiguriere den Customer Agent mit bewährten Inhalten und Einstellungen, die kontrollieren, wie der Agent antwortet, damit Besucher und Kunden präzise Antworten erhalten. 02. Entscheide welche Unterhaltungen der Customer Agent beantwortet Lege Targeting-Regeln fest, damit der Customer Agent nur mit Besuchern in Unterhaltungen interagiert, die du automatisieren willst, und lege Regeln und einen Prozess für die Übergabe der Unterhaltung an die richtige Person deines Teams fest für den Fall, dass die Unterhaltung die Interaktion mit einem Mensch benötigt. 03. Plane die Veröffentlichung deines Customer Agent Lass dir eine Vorschau der Antworten deines Customer Agent anzeigen und plane den Verbrauch von HubSpot Guthaben vor der Veröffentlichung, sodass du die Qualität der Antworten testen kannst und Ausgaben im Einklang mit der Skalierung von Automationen verwalten kannst. FÜR WEN DIESES COACHING GEDACHT IST: Du verantwortest Marketing, Geschäftswachstum, oder Website Conversion und willst Anfragen von Besuchern schneller beantworten, um mehr Traffic in Leads zu verwandeln. Du leitest ein Support- oder Service-Team und willst wiederkehrende Aufgaben automatisiert lösen, damit sich dein Team auf die Anfragen fokussieren kann, bei denen die Interaktion mit einem Mensch erforderlich ist. Du hast den Customer Agent in deinem HubSpot-Account entdeckt und willst eine Schritt-für-Schritt-Anleitung, um mit dem richtigen Setup zu starten. Nach diesem Coaching hast du einen fertigen Customer Agent, den du in euren Support-Kanälen bereitstellen kannst und der für die Veröffentlichung vorbereitet ist, sodass du mehr Leads erfassen und Support-Anfragen bearbeiten kannst.
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Build with HubSpot: Make Every Call and Meeting Count - Setup Made Simple
Oct 22, 2026 · 4:00 PM (UTC)
Strong customer relationships start with easy communication. With HubSpot, every call and meeting is stored in one place. This means you and your team can see the full history, share context, and let AI guide your next steps with suggestions and insights. In this interactive session, you’ll: 📞 Set Up Calling: Connect your number or get a HubSpot-issued one to start calling directly from HubSpot. 📅 Create Your Meeting Page: Build a scheduler that makes it effortless for customers to book time with you. 🔗 Connect Video Tools: Add your preferred platform: Zoom, Google Meet, Teams, Webex, or others. 🤝 Stay in Sync: Log every call and meeting, share context with your team, and let AI highlight what to focus on next. By the end, you’ll have calling and scheduling fully set up and ready to simplify how you connect with customers.
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Workflows 101: Guía para principiantes sobre automatización
Oct 22, 2026 · 4:00 PM (UTC)
El recorrido de un lead solo funciona cuando cada paso está conectado. Construye el proceso de nurture, enrutamiento y traspaso de tu equipo en un sistema automatizado que convierte. Un recorrido de lead interconectado es lo que convierte el interés en acción. Cuando la nutrición, el enrutamiento y el traspaso operan como procesos manuales separados, los equipos envían comunicaciones inconsistentes, los leads se enrutan incorrectamente y se pierden clientes potenciales en las brechas entre sistemas, pasos y personas. En esta sesión para clientes de Marketing y Sales Hub, un experto de HubSpot te guiará a través de la construcción de un sistema automatizado que mantiene a los leads comprometidos durante todo su recorrido. Trabajarás la lógica que determina qué debe suceder antes y después de que se reserve una reunión, y luego la aplicarás en vivo para que la nutrición y el traspaso operen desde el mismo proceso. Te irás con dos workflows configurados en tu cuenta de HubSpot y un marco reutilizable para identificar los procesos manuales y los sistemas desconectados que tu equipo puede optimizar y automatizar. LO QUE APRENDERÁS: Mejora tu tasa de cierre con workflows que automáticamente nutren y enrutan tus leads. Irás paso a paso en tu cuenta para: 01. Identificar los momentos que la automatización debe apoyar. Identifica dónde un contacto necesita nutrición antes de que agenden una reunión y cuándo hacer el traspaso de ese contacto a tu equipo de ventas, para que las decisiones de tu workflow coincidan con el recorrido del lead en lugar de tener caminos desconectados. 02. Conectar la nutrición con el siguiente paso en el ciclo de vida del cliente. Configura un workflow de nutrición para que los visitantes del sitio web que no han reservado una consulta puedan recibir un seguimiento relevante en el momento adecuado. 03. Crear un traspaso más limpio después de la reserva. Construye un workflow que enrute las consultas reservadas al equipo correcto y cree registros de CRM asociados para que los representantes de ventas tengan el contexto necesario para hacer seguimiento. Después de esta sesión , tus automatizaciones estarán listas para apoyar el recorrido del lead desde el interés hasta el traspaso de la consulta, para que tu equipo pueda reducir las brechas manuales y actuar más rápido. ESTA SESIÓN ES PARA TI SI... Gestionas el seguimiento de marketing y quieres entender cómo el nurture encaja en un proceso de automatización más amplio. Apoyas operaciones de ventas o de ingresos y quieres una forma confiable de enrutar nuevas consultas al representante correcto y crear registros de CRM automáticamente. Has abierto la herramienta de workflows antes, pero nunca has construido un workflow completo desde cero, y quieres orientación paso a paso para poner en marcha tu primera automatización en tu cuenta.
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Build with HubSpot: Retention Health Scores
Oct 22, 2026 · 5:00 PM (UTC)
Without health scores, you don’t have a view into account risk and opportunity. Build a scoring system your team can use to assess health and reduce churn. If customer health signals are scattered across systems and tools, your customer success team can’t confidently assess how likely a customer is to renew, expand, or churn. Instead, reps are left manually reviewing and monitoring accounts for signs of risk, often providing reactive support instead of proactive account management. From an operations perspective, relying on lagging indicators like churned accounts and missed renewals mean your retention strategies can’t scale. Your team has no objective data they can use to stay ahead of risk and identify expansion opportunities and you have no way to operationalize your playbook through automation and real-time alerts. In this live workshop for Service Hub customers, a HubSpot expert will guide you through building a customer health score that combines multiple data points into a singular view of account health. You’ll learn how to prevent risk and drive retention using health scores, then go step-by-step in your account to build a scoring system around your business and customer base needs. You'll leave with a configured health score that gives your team an early, actionable view of account risk and opportunity. WHAT YOU'LL LEARN: Spend less time reacting to churn and more time preventing it. You'll go step-by-step in your account to: 01. Create a score tailored to your business Define what a healthy customer looks like for your business and build a score using behavioral, engagement, and outcome signals. Then, assign weights and scoring ranges to each metric so your score accurately reflects reality. 02. Speed up health score configuration with AI See how you can use Breeze Assistant to create scores using your own CRM data, so you spend less time on manual setup. 03. Quickly see health and potential risk across your customer base See where to find health scores in the Customer Success Workspace and how your team can use them to prioritize outreach and take proactive action. After this session, reps will be able to use health scores to monitor customer health and reduce churn. Your scores will also be ready to use in automations and real-time health alerts that you can use to scale proactive customer management. WHO THIS SESSION IS FOR: You lead a customer success team or are a Service Hub admin and want a shared, trackable view of account risk and opportunity you can use to operationalize your playbooks and coach teams consistently. You're an account or customer success manager who wants to prevent risk and drive retention with a clear view into customer health that helps you prioritize outreach and manage renewals. You already track customer health manually or through Service Hub dashboards and want to understand how a configured health score automates that process and surfaces risk you might otherwise miss.
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Build with HubSpot: Revenue Hub Quoting Essentials
Oct 22, 2026 · 7:00 PM (UTC)
Ready to turn your sales proposals into a fast, deal-closing machine? 💼 Join our live session and build a fully published, shareable quote live in your HubSpot portal; Start to finish, in under an hour. No manual math, no pricing mistakes, just real results for your pipeline. In this interactive session, you’ll roll up your sleeves and set up automated quoting guardrails and custom products to help your team quote faster and close deals with total confidence. Led by a HubSpot Professor, you’ll: 🔎 Set up Quote Rules, Products and Line Items to automatically enforce discounting caps, prevent product incompatibilities, and eliminate pricing errors ✏️ Build a Breeze-powered quote (yes, you can!) complete with AI-generated terms, compliant line items 🚀 Walk away with a live, shareable link and an activation checklist to roll out streamlined quoting across your entire sales team this week Whether you're a Sales Ops admin wanting tighter pricing control or an Account Executive eager to quote faster and more accurately, this session is your chance to speed up your sales cycle and win more deals. (If you’re looking to eliminate quoting delays and win the race to respond, don’t miss this session!)
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Build with HubSpot: Prospecting Agent (Part 2 - Scale with Buying Signals)
Oct 22, 2026 · 9:00 PM (UTC)
You've built your Prospecting Agent. Now it's time to put it to work. In this hands-on coaching session, we move beyond setup and into strategy. You'll build a targeted company segment, apply it to your Agent, and identify your first signal-driven contact for outreach, leaving with pipeline activity started, not just planned. Build and apply a company segment to target the right businesses automatically Read buying signals and decide which contacts are worth enrolling Review how the Agent drafts outreach and how to improve it over time Understand what drives consistent pipeline and how to scale with confidence By the end, your Agent will be monitoring your target companies and you'll have a contact committed for outreach with a clear strategy for the weeks ahead. Prerequisites: Attend Build with HubSpot: Prospecting Agent (Part 1) first, or have an active Play already set up in your HubSpot account. This session picks up where Part 1 left off.
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Descubre los Informes en HubSpot: tu guía paso a paso
Oct 22, 2026 · 9:00 PM (UTC)
Descubre cómo la toma de decisiones basada en datos ayuda a las empresas a ganar, retener y crecer con sus clientes. Quienes usan herramientas sólidas de informes obtienen mejores insights y mayor ventaja competitiva. Qué puedes esperar: Descubre los informes de HubSpot : Explora la Biblioteca de Informes y los paneles personalizables adaptados a tus necesidades. Construcción práctica de informes : Sigue una demostración en vivo para crear un informe personalizado con la guía de nuestro experto. Mejores prácticas en reportes : Obtén consejos para organizar y optimizar tu proceso de informes para un éxito continuo. Únete a un HubSpot Success Manager y aprende cómo las herramientas de informes de HubSpot pueden elevar la estrategia de tu negocio.
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Build with HubSpot: Managing Users, Permissions, and Teams
Oct 23, 2026 · 8:00 AM (UTC)
Who has access to what in HubSpot; and why does it matter? Whether you’re growing your team or refining access levels, smart user management keeps your data safe, your processes organized, and your people productive. Led by a HubSpot Academy Professor, this interactive session will guide you step-by-step through setting up and maintaining a solid user structure in your HubSpot account. Here’s what we’ll cover together: 👥 Seats & Permissions: Understand who needs which tools and how to assign them efficiently 🏗️ Teams & Hierarchies: Organize your users for better reporting and collaboration 🔐 Best Practices: Keep your CRM clean, secure, and easy to manage as your company grows By the end, you’ll have your HubSpot users set up and ready to go, with the confidence to manage access and collaboration like a pro.
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Build With HubSpot: Create & Refine Content With HubSpot AI
Oct 23, 2026 · 11:00 AM (UTC)
Your content backlog keeps growing while AI drafts still need too much cleanup. Build a workflow for faster, brand-ready output. Marketers are being asked to create more content, across more channels and audience segments, without more time or headcount. While AI can help close the workload gap, it needs the proper business context and a repeatable workflow behind it. Without that foundation, marketers waste time correcting robotic drafts and restarting every asset from a blank prompt box. The result? A content backlog that keeps growing and assets that struggle to earn the trust they need to convert. In this session for Content and Marketing Hub customers, a HubSpot expert will guide you through setting up an AI foundation and completing an end-to-end content creation workflow in your own account. You’ll see how business context shapes stronger output, then apply that approach during a hands-on build that turns a concept into a fully AI-generated campaign asset. You’ll leave with a publish-ready landing page and a repeatable workflow for creating AI-generated content moving forward. WHAT YOU'LL LEARN: Use built-in AI to keep up with growing content demands while maintaining quality and consistency. You'll go step-by-step in your account to: 01. Ground every draft in real business context Build the foundation you need for consistent outputs by configuring AI settings and sources in your account. Then, learn how to prime Breeze with a memory prompt so outputs are personalized from the start. 02. Brainstorm and iterate on campaign concepts Work with Breeze Assistant to develop lead magnet ideas for your business and learn how to refine outputs through follow-up prompting. 03. Build a page ready for a real campaign Turn your campaign concept into a publish-ready page using inline content generation to draft headings, body copy, and CTAs and see how you can use Breeze to generate images and apply Smart Content so visitors see messaging personalized to them. After this session , your landing page will be ready to support your next campaign and your team can move from blank page to brand-ready content with the same workflow again. WHO THIS SESSION IS FOR: You create content, manage campaigns, or build landing pages and want a repeatable workflow for creating AI-generated content that is accurate and saves you time. You manage a marketing or content team and want to build a foundation your team can use to increase output volume without sacrificing quality. You're already using Breeze and want to get more from it. More context, more personalization, and more consistent outputs.
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Créer avec HubSpot: Formulaires Contextuels Performants
Oct 23, 2026 · 12:00 PM (UTC)
Sans une configuration dédiée à la capture de leads, la plupart de vos visiteurs repartent sans en devenir. Convertissez davantage de la demande que vous avez déjà générée grâce aux formulaires contextuels. Votre site reçoit du trafic, mais sans dispositif dédié à la capture de leads, la plupart des visiteurs repartent sans jamais s'identifier. Chaque euro investi dans vos campagnes pour attirer ces visiteurs ne produit qu'une fraction des leads qu'il devrait générer, et un faible taux de conversion qui est loin de remplir vos pipelines commerciales. Dans cette session pratique, un expert HubSpot Academy vous guidera dans la création d'un formulaire contextuel dans votre compte HubSpot. Vous créerez un CTA avec une offre convaincante, qui apparaît au bon moment et est configuré pour collecter des données leads de meilleure qualité pour votre CRM. Après la session, vous aurez un formulaire contextuel prêt à être publié sur votre site. CE QUE VOUS ALLEZ APPRENDRE : Créez des formulaires contextuels qui convertissent davantage de votre trafic existant en leads. Vous avancerez étape par étape dans votre compte pour : 01. Créer un formulaire contextuel qui retient les visiteurs et capture des leads Créez un formulaire contextuel avec une image et un CTA intégré dans HubSpot, pour que les visiteurs aient une invitation claire et engageante à partager leurs coordonnées plutôt que de quitter votre site. 02. Collecter les données contacts qui font vraiment avancer votre marketing Créez une propriété contact personnalisée et ajoutez-la à votre formulaire pour que chaque soumission vous fournisse les données de segmentation et de ciblage dont vous avez besoin pour un suivi personnalisé, et pas seulement un nom et un e-mail. 03. Définir des règles de ciblage qui affichent votre formulaire au moment le plus opportun Configurez des déclencheurs d'affichage basés sur l'URL de la page, le taux de défilement et le temps passé sur la page, pour que votre formulaire apparaisse quand les visiteurs sont les plus enclins à convertir, et non dès leur première visite. Après cette session, vous serez prêt à connecter votre nouveau formulaire à un workflow de bienvenue ou à une séquence de nurturing, pour que chaque soumission déclenche automatiquement un suivi dans HubSpot. CETTE SESSION EST FAITE POUR VOUS SI : Vous gérez le marketing ou le contenu de votre site et vous souhaitez convertir davantage de visiteurs en leads sans ajouter de nouveaux outils ni augmenter votre budget publicitaire. Vous avez déjà configuré des formulaires de contact simples , mais vous voulez plus de contrôle sur qui les voit, quand ils s'affichent et quelles données ils collectent. Vous utilisez HubSpot pour l'e-mail ou le CRM, mais vous souhaitez connecter la capture de leads de votre site pour que les nouveaux contacts arrivent directement dans votre compte HubSpot.
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Erstellen mit HubSpot: Workflows für Anfänger
Oct 23, 2026 · 1:00 PM (UTC)
Eine Lead-Journey funktioniert nur dann, wenn jeder nächste Schritt nahtlos anschließt. Automatisiere Nurturing, Routing und Übergabe, damit dein Team keine Leads mehr verliert. Eine verknüpfte Lead-Journey ist das, was aus Interesse eine Handlung macht. Wenn Nurturing, Routing und Übergabe als separate manuelle Prozesse ablaufen, sendet das Team inkonsistente Nachrichten, Leads werden falsch weitergeleitet, und potenzielle Kunden gehen in den Lücken zwischen Systemen, Schritten und Personen verloren. In dieser Session für Marketing Hub- und Sales Hub Kunden führt dich ein HubSpot Experte durch den Aufbau eines automatisierten Systems, das Leads während ihrer gesamten Journey engagiert hält. Du arbeitest die Logik durch, die bestimmt, was vor und nach einer gebuchten Beratung passieren soll, und wendest sie direkt an, damit Nurturing und Übergabe aus demselben Prozess heraus laufen. Du verlässt die Session mit zwei funktionierenden Workflows, die in deinem HubSpot-Account konfiguriert sind, sowie einem wiederverwendbaren Framework, mit dem du manuelle Prozesse und getrennte Systeme in deinem Team identifizieren und automatisieren kannst. WAS DU LERNST: Verbessere deine Konversionsrate mit Workflows, die Leads automatisch pflegen und weiterleiten. Du gehst Schritt für Schritt in deinem Account vor und: 01. Identifizierst die Momente, an denen Automatisierung unterstützen soll Identifiziere, wo ein Kontakt vor einer Buchung Nurturing braucht und wo eine gebuchte Beratung eine Übergabe benötigt, damit deine Workflow Entscheidungen zur Lead-Journey passen und nicht nur eine isolierte Aufgabe abbilden. 02. Verbindest dein Follow-up mit der nächsten Kundenaktion Konfiguriere einen Nurturing-Workflow, damit Website Besucher, die noch keine Beratung gebucht haben, zum richtigen Zeitpunkt relevante Folgekommunikation erhalten. 03. Schaffst eine nahtlosere Übergabe nach der Buchung Bau einen Workflow auf, der gebuchte Beratungen an das richtige Team weiterleitet und verknüpfte CRM Datensätze erstellt, damit Vertriebler den nötigen Kontext für das Follow-up haben. Nach dieser Session sind deine Automationen bereit, die Lead-Journey vom ersten Interesse bis zum Handoff nach der Buchung zu begleiten, damit dein Team manuelle Lücken reduzieren und schneller handeln kann. FÜR WEN DIESES COACHING GEDACHT IST: - Du verantwortest Marketing Follow-ups und möchtest verstehen, wie Nurturing in einen übergeordneten Automatisierungsprozess passt. - Du unterstützt Sales oder Revenue Operation s und möchtest neue Beratungsanfragen zuverlässig an den richtigen Rep weiterleiten und CRM Datensätze automatisch erstellen lassen. - Du hast das Workflows-Tool schon genutzt, aber noch nie einen vollständigen Workflow von Grund auf aufgebaut und möchtest eine Schritt für Schritt Anleitung, um deine erste Automatisierung in deinem Account zum Laufen zu bringen
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Build with HubSpot: Managing CRM Leads
Oct 23, 2026 · 2:00 PM (UTC)
When leads and deals live in one pipeline, reps can’t prioritize. Build a lead management foundation that keeps deals moving forward. Most sales teams track early-stage prospects in the same view as qualified opportunities, and the result is a pipeline full of noise. Without separate pipelines, reps can’t distinguish between leads still being worked from qualified deals. This leaves your team struggling to prioritize, handoff becomes inconsistent, and opportunities get missed. By the end of the quarter, your forecast is inaccurate and you have no visibility into your prospecting efforts to understand why. In this live workshop for Sales Hub customers, a HubSpot expert will guide you through building a lead pipeline you can use to organize and manage early-stage opportunities. You’ll learn best practices for managing leads in HubSpot and go step-by-step in your account to create a foundation that reflects your team’s structure and process. You’ll leave with a working lead pipeline that keeps reps organized and a reporting structure you can use to track conversions and improve prospecting efforts. WHAT YOU'LL LEARN: Build a lead pipeline that protects your forecast and keeps deals moving forward. You'll go step-by-step in your account to: 01. Build your lead foundation to match your team's process Configure your lead object, lead records, and lead pipeline to match how your team qualifies prospects, so every rep knows what a lead is, where each prospect stands, and what to do next. 02. Focus reps on top-priority leads Build a lead view to give managers clear pipeline visibility and where reps can find prospects that need their attention, with all the context needed for meaningful follow-up. 03. Track where early-opportunties stall Use the lead funnel report to see how prospects move through each stage so managers can spot where prospects get stuck or conversion drops off so they can coach reps effectively. After this session, you'll be ready to automate pipeline management with workflows that update lead stages or assign leads to the right owner. WHO THIS SESSION IS FOR: You’re a Sales Hub admin who hasn’t configured lead objects or a lead pipeline for your sales team and want to understand how you can streamline your prospecting efforts. You manage a prospecting team and want clear visibility into what your reps are working so you can coach on the right opportunities and build a forecast your leadership can trust. You've created a deal pipeline but haven't built a separate lead pipeline, and want to understand how you can clean up your pipeline view.
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Construye con HubSpot: Workflows para tu Pipeline de Negocios
Oct 23, 2026 · 4:00 PM (UTC)
¡Potencia tus ventas con los workflows de trabajo para tus negocios (deal stage workflows) de HubSpot! Automatiza el cierre de negocios estancados, recibe notificaciones sobre oportunidades bloqueadas y mantente al día con el seguimiento para que ninguna oportunidad se quede en el camino. ¡Únete y mantén tu pipeline en movimiento! ⚡
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Build with HubSpot: Beyond SEO, Winning the AI Search Era with AEO
Oct 23, 2026 · 5:00 PM (UTC)
Buyers now start their research with AI. If your brand isn’t there, you’re losing leads. See where you stand and close the visibility gap. With 42% of buyers now using AI search, many marketing teams are facing the same challenge: Traditional search traffic is down and they’re struggling to grow leads. When buyers go to AI for recommendations, engines aren’t influenced by ad budget or domain authority, they choose brands with content they can find, understand, and trust — and they’re not just looking at your website. If you want to show up in AI search, your content strategy now needs to consider how answer engines are looking. If not, your competition already has an advantage. In this session for Marketing Hub customers, a HubSpot expert will walk you through the AEO tools in your account that you can use to increase your AI visibility and win more leads. You'll learn why AI answer engines favor some brands over others, then make adjustments in real-time to shift what those engines say about you. You'll leave with an AEO foundation fully configured in your account and a repeatable process you can use to monitor and grow your brand’s visibility over time. WHAT YOU'LL LEARN: Be the brand that AI recommends when buyers ask. You'll go step-by-step in your account to: 01. Assess where your brand stands in AI search results today Use AEO Grader to interpret what your score reveals about how AI answer engines represent you compared to others in your category, so you have a meaningful baseline to build on. 02. Ground recommendations and insights in your actual buyers and products Describe your target customers and the problems your product solves in buyer language inside HubSpot so the insights you track and the guidance you receive reflect your actual buyers, not generic industry assumptions. 03. Create an ongoing tracking and action system to improve visibility See exactly how your business shows up in AI answers, the questions prospects are asking, and how you stack up against competitors. Take action with specific content recommendations to address gaps in visibility and monitor progress over time. After this session, you'll have a clear view of your brand’s presence across AI engines and a clear path to improving it in the next 90 days. WHO THIS SESSION IS FOR: You manage marketing, content, or SEO and want to understand whether your brand is showing up when buyers ask AI for recommendations, and what to do if it isn't. You're in demand generation and your inbound lead mix has shifted, you need to understand whether AI search is a factor and have a plan for it before someone asks You've run an AEO Grader report and want to move beyond the snapshot to ongoing visibility tracking inside HubSpot.
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Build with HubSpot: Brand Voice
Oct 26, 2026 · 1:00 PM (UTC)
AI can help you publish faster, but generic copy makes everyone sound the same. Create content that embodies your brand’s unique voice. AI has made content faster to produce, but it's also made every brand sound the same. Without a consistent brand voice, the content you generate with AI blends into the noise, or even worse, is inconsistent or dry. Rather than building the trust and conversions your content budget is supposed to deliver, attention drops and you lose leads and customers. In this session for Professional and Enterprise customers, a HubSpot Academy Professor will walk you through crafting your brand identity in HubSpot so each AI-generated piece embodies your unique voice. You’ll learn why a defined voice helps build brand trust and recognition, then create content live so each asset feels aligned before reviews start. You’ll leave with your brand voice set up and active in your account, ready to apply across emails, blog posts, and social posts. WHAT YOU'LL LEARN: Create AI-generated content that sounds like you, not everyone else. You'll go step-by-step in your account to: 01. Establish a voice that your audience recognizes Configure your brand voice to reflect your mission, target audience, tone, and personality so Breeze Assistant can generate drafts that start closer to your standards. 02. Create on-brand content using Breeze Assistant Pair your brand voice with Breeze Assistant to draft emails, blog posts, and message templates so your team spends less time rewriting generic AI output. 03. Optimize drafts before they reach review Use AI-assisted editing in HubSpot to refine content with your configured voice applied, so reviewers can focus on substance instead of fixing off-brand language. After this session, your brand identity foundation will be ready to guide your next AI-assisted draft so you can publish more consistently with less manual rewriting. WHO THIS SESSION IS FOR: You create customer-facing content in HubSpot and want your AI-generated outputs to sound like your brand before edits begin. You manage a content team and want a repeatable way to maintain consistency and keep AI outputs aligned across the channels your team publishes on. You’ve tried AI to draft content before and want to move from one-off prompts to a brand identity your team can apply consistently.
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Build with HubSpot: Support Analytics Dashboard
Oct 26, 2026 · 5:00 PM (UTC)
Your team’s closing tickets, but that number can’t tell if your performance is improving. Build a report that does. Most support teams can tell you how many tickets they closed last week. What they cannot tell you is whether response times are trending in the right direction, where their team is falling behind on SLA targets, or which issue types are generating repeat volume. Without a structured reporting foundation, valuable ticket data goes unused. Your team becomes reactive, support issues go unresolved longer than they should, and you can’t have data-backed performance conversations with your reps or leadership team. In this session for Service Hub customers, a HubSpot Academy Professor will guide you through building a support analytics dashboard that gives you a reliable, daily view of what your support operation is actually doing. You'll learn which metrics reveal the health of your team and why, then build reporting live in your HubSpot account so your reporting structure is already in place when you leave. You'll leave with a configured support dashboard and the foundation to track performance, spot problems early, and communicate results to leadership. WHAT YOU'LL LEARN: Build a dashboard that you can use to measure team efficiency and customer experience. You'll go step-by-step in your account to: 01. Identify the metrics that show what your support team is actually delivering Use HubSpot's Service Analytics suite to find and review the out-of-the-box service reports that track ticket volume and response time so your team has an immediate baseline for where it stands and where attention should go first. 02. Build reports that match how your support operation runs Create custom ticket reports in HubSpot's Custom Report Builder using your team's pipeline, owners, and ticket properties so your dashboard reflects how your support org actually works, not a generic template that requires reinterpreting before it's useful. 03. See whether your team is meeting response commitments over time Configure SLA reports in your HubSpot account to surface where your team is hitting targets and where commitments are slipping, then add trend views so you can see how performance is shifting week over week instead of only looking at static totals. After the session, your support dashboard will be ready to share with leadership and you’ll have visibility into how to manage your team’s performance proactively and catch problems before they impact customer sentiment. WHO THIS SESSION IS FOR: You manage a support team and want to move past informal performance check-ins to a structured dashboard that shows ticket trends, SLA performance, and team workload at a glance. You are a team lead or support operations manager who needs a reporting foundation you can pull up independently and use to coach your reps, without requesting custom reports from another team. You've built individual reports in HubSpot before but haven't yet put together a dashboard your team checks regularly, and you want to see how the Service Analytics suite and the Custom Report Builder work together to make that possible.
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Build with HubSpot: UNBOUND Unwrapped - Activate Your AI Agents
Oct 26, 2026 · 7:00 PM (UTC)
Every AI launch this Fall connects to one thing: real business results. Join this UNBOUND recap to understand how HubSpot's agentic platform works and leave with a custom agent ready to use. The pace of AI releases can make it hard to see the bigger picture. Individual features get announced, demos go by quickly, and it's easy to walk away unsure of how it all fits together for your business. When the connection between tools and outcomes isn't clear, adoption stalls and the potential value stays out of reach. In this special Small Group Coaching session, a HubSpot Academy Professor will walk you through HubSpot's Fall 2026 AI launches through the lens of Growth Outcomes: Build Demand, Win Deals, and Delight Customers. You'll see how each release connects to a real business motion, then move into a hands-on build where you'll create your first custom agent using plain-language instructions. You'll leave with a working agent configured in your HubSpot account and a clear mental model for putting your AI team to work. WHAT YOU'LL LEARN: Understand how HubSpot's agentic platform supports your business goals and build your first custom agent. You'll go step-by-step in your account to: 01. Connect the AI launches to your business objectives See how Build Demand, Win Deals, and Delight Customers map to the AI agents released this Fall, so you understand what each one does and which ones are most relevant to your team. 02. Explore the four tools that power your AI team Get hands-on with Breeze Assistant, Agent Hub, Context Home, and Agent Builder. Learn how each tool plays a different role in accessing, managing, and improving your agents. 03. Build and test a custom agent in Agent Builder Create your first custom agent from scratch using plain-language instructions. You pick the business need, describe what the agent should do, and test it on real data. Examples of agents you could build: a meeting preparation agent, a customer follow-up agent, or an agent that summarizes recent deal activity before a call. After this session, you'll have a working first agent configured in your HubSpot account and a repeatable approach for building agents that are grounded in your business context, not just generic prompts. THIS SESSION IS FOR YOU IF: - You attended Unbound 2026 or followed the Fall AI announcements and want to go deeper than the demos, with hands-on time to build and test what was shown. - You manage a sales, marketing, or service team and want to understand which AI agents are most relevant to your goals before activating them. - You've explored Breeze in HubSpot before but haven't connected it to a broader operating model or built a custom agent from scratch.
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Unleashing the Power of Content Hub
Oct 27, 2026 · 10:00 AM (UTC)
More content used to mean more ROI. Build a multi-channel system that meets buyers where they are with assets that convert at every stage. Content teams used to play a volume game. Publish more, drive more clicks, generate more leads. But the demand for content has changed. Today, buyers engage across more channels than ever, and they expect content that speaks to where they are in the customer journey, not just content that shows up. For content teams, that means producing more formats with more consistency across more channels, often with the same headcount and time. Without the right strategy and toolkit, you’ll struggle to meet the quality and customer standard needed to drive engagement. In this session for Content Hub customers, a HubSpot Academy Professor will guide you through connecting the tools in your account to a strategy that creates quality at scale, stays on brand, and reaches buyers at every stage of the customer journey. You’ll go step-by-step in your account to build a system for creating content that attracts, engages, and converts buyers, connecting your toolkit to each stage. You’ll leave with foundational elements of your content strategy configured and a clear map of where each tool belongs so you can run the full system on your own. WHAT YOU'LL LEARN: Build a complete content strategy and connect the tools you already have. You'll go step-by-step in your account to: 01. Map your toolkit to each stage of your content strategy Build a winning content strategy and see where each tool fits in so you have a clear picture of what you’re already using effectively and where to focus next based on your goals. 02. Create, refine, and publish multi-channel assets in one place Use AI content creation tools to generate, rephrase, and enhance copy and visuals directly in your account. Then, use content embeds to dynamically place and update content anywhere on your website. 03. Repurpose existing assets into new formats to extend your reach Use content remix to repurpose your best content into multiple, multi-channel assets to reach audiences who haven't seen it yet. Then use AI-powered podcast creation to turn written content into a shareable audio episode, engaging more customers through a channel they love. After this session, you’ll have the tools and strategies for creating high-converting content, with clear next steps on where to focus next so you can build on what you started. WHO THIS SESSION IS FOR: You create or manage content and want to see what you’re already using effectively and where you can speed up content creation or improve quality. You manage or lead a content team and want to move from publishing across channels ad hoc to running a strategy that creates quality content consistently and reaches buyers at every stage of the journey. You manage your team’s Content Hub setup and want to connect your tools to a strategy that converts buyers at every stage of their journey.
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Erstellen mit HubSpot: Pop-up Formulare, die wirklich konvertieren
Oct 27, 2026 · 3:00 PM (UTC)
Willst du mehr Klicks, mehr Daten und mehr Leads? Pop-up CTAs konvertieren 40 % besser als herkömmliche Formulare! In diesem interaktiven Workshop mit HubSpot kannst du live einen erstellen. Kein Rätselraten, nur Best Practices und praktisches Arbeiten, damit du aus der Masse herausstichst. Geleitet von einem HubSpot Academy Professor führt dich dieser 45-minütige Workshop durch die Erstellung eines voll funktionsfähigen Pop-up CTAs, der Aufmerksamkeit erregt und Ergebnisse liefert. In diesem interaktiven Workshop wirst du: 📣 Deinen eigenen Pop-up CTA (mit Formular!) mit den Tools von HubSpot gestalten 🎯 Smartes Targeting und Trigger-Regeln einrichten, um zur richtigen Zeit die richtige Botschaft anzuzeigen 🧠 Smart Rules und benutzerdefinierte Eigenschaften nutzen, um aussagekräftige Daten zu erfassen Am Ende des Workshops hast du einen Lead-Gen CTA, den du sofort live schalten kannst und alles, was du brauchst, um weitere zu erstellen
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Erstellen mit HubSpot: UNBOUND Entschlüsselt - Aktiviere Deine KI-Agenten
Oct 28, 2026 · 9:00 AM (UTC)
Jede Einführung von neuen KI-Funktionen diesen Herbst steht in Verbindung mit realen Geschäftsergebnissen. Melde dich für diesen Rückblick der UNBOUND an, um zu verstehen, wie HubSpot’s agentische Plattform funktioniert und erstelle einen einsatzbereiten benutzerdefinierten Agenten. Die Dichte an Veröffentlichungen im Bereich der KI kann es einem erschweren, das große Ganze im Blick zu behalten. Individuelle Funktionen werden angekündigt, Produkt-Demos vergehen wie im Flug und häufig bleibt im Anschluss die Unsicherheit darüber, wie alle Tools und Prozesse für die eigenen Geschäftsprozesse ineinandergreifen. Wenn die Verbindung zwischen Tools und Zielsetzungen unklar bleibt, stagniert die längerfristige Nutzung neuer Tools und der mögliche Wert bleibt unerreicht. In diesem besonderen Coaching für Kleingruppen führt dich ein HubSpot Academy Professor durch HubSpot’s KI-Einführungen im Herbst 2026 mit Hinblick auf Zielsetzungen für geschäftliches Wachstum: Nachfrage generieren, Deals gewinnen und Kunden begeistern. Du erfährst, wie jede Neuerung mit realen Geschäftsprozessen zusammenhängt und erstellst anschließend in einem praktischen Workshop deinen eigenen benutzerdefinierten Agenten mit einfachen definierten Anweisungen. Im Anschluss des Workshops hast du einen einsatzbereiten Agenten in deinem HubSpot-Account konfiguriert und eine klare Vorstellung, wie du dein KI-Team in Betrieb nehmen kannst. WAS DU LERNST: Verstehe wie HubSpot’s agentische Plattform deine Geschäftsziele unterstützt und erstelle deinen ersten eigenen benutzerdefinierten Agenten. Du arbeitest Schritt-für-Schritt in deinem Account: 01. Verknüpfe die neuen KI-Einführungen mit deinen Geschäftszielen Sieh dir an, wie die Zielsetzungen Nachfrage generieren, Deals gewinnen, und Kunden begeistern in Verbindung zu den - in diesem Herbst vorgestellten - KI-Agenten stehen, um zu verstehen, was jeder Agent tut und welche Agenten am relevantesten für dein Team sind. 02. Erkunde die vier Funktionen, die dein KI-Team antreiben Probiere Breeze Assistant, Agent Hub, Context Home und den Agent Builder aus. Erfahre, welche Rolle jedes Tool beim Zugriff auf Agenten sowie beim Verwalten und Optimieren deiner Agenten spielt. 03. Erstelle und teste einen benutzerdefinierten Agenten im Agent Builder Erstelle deinen ersten eigenen benutzerdefinierten Agenten von Grund auf mit einfachen definierten Anweisungen. Du wählst die geschäftliche Zielsetzung aus, fügst eine Beschreibung hinzu, welche Schritte der Agent ausführen soll, und kannst ihn anhand von echten Daten testen. Einige Beispiele für Agenten, die du in deinem Account erstellen kannst, sind: ein Agent, der bei der Vorbereitung für Meetings hilft, ein Agent, der das Follow-Up mit Kunden übernimmt, oder ein Agent, der kürzliche Aktivitäten in Deals vor einem Anruf zusammenfasst. Nach diesem Coaching hast du einen einsatzbereiten Agenten in deinem HubSpot-Account konfiguriert und einen wiederholbaren Ansatz für die Erstellung von Agenten, die ihre Wurzeln in eurem geschäftlichen Kontext haben anstatt einen allgemeinen Prompt zu verwenden. FÜR WEN DIESES COACHING GEDACHT IST: - Du hast an der UNBOUND 2026 teilgenommen oder die KI-Einführungen für den Herbst 2026 verfolgt und willst tiefer in die Tools einsteigen, inklusive einer praxisnahen Anleitung, um die Funktionen zu nutzen und zu testen, die gezeigt wurden. - Du leitest ein Sales-, Marketing- oder Service-Team und willst verstehen, welche KI-Agenten für euer Team am relevantesten sind, bevor du die Agenten aktivierst. - Du hast bereits Breeze in HubSpot genutzt, aber hast es nicht mit einer breiteren Funktionsweise in Verbindung gebracht oder hast zuvor noch keinen benutzerdefinierten Agenten von Grund auf erstellt.
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Créer avec HubSpot : Agent d'Assistance Client
Oct 29, 2026 · 9:00 AM (UTC)
Chaque question sans réponse sur votre site, c'est soit un lead qui repart, soit un client qui attend. Configurez votre propre Agent d'Assistance Client pour gérer les deux, automatiquement. Aujourd'hui, la rapidité des réponses influence la façon dont les gens jugent votre entreprise, que ce soit en comparant leurs options ou en cherchant de l'aide. Quand les visiteurs et les clients attendent, les acheteurs potentiels partent et les questions courantes continuent de mobiliser votre équipe au détriment de tâches à plus forte valeur ajoutée. Cet écart transforme votre trafic existant en opportunités manquées et complique la montée en qualité du service sans augmenter les effectifs. Dans cette session de coaching pratique pour les clients Professional et Enterprise, un expert HubSpot vous guidera dans la configuration de l'Agent d'Assistance Client comme ressource fiable pour répondre aux questions de vos leads et clients. Vous travaillerez sur la logique de décision derrière vos paramètres clés, puis vous l'appliquerez en direct pour que votre agent reflète les conversations que votre entreprise souhaite automatiser. Vous repartirez avec l'Agent Client configuré dans votre compte HubSpot et un cadre de déploiement pour tester les réponses avant le lancement. CE QUE VOUS ALLEZ APPRENDRE : Créez un agent IA qui répond aux questions, qualifie les leads et résout les tickets automatiquement. Vous avancerez étape par étape dans votre compte pour : 01. Poser les bases de réponses fiables Configurez l'Agent d'Assistance Client avec des sources de contenu approuvées et des paramètres qui contrôlent la façon dont il répond, pour que visiteurs et clients obtiennent des réponses précises qui reflètent votre entreprise. 02. Définir quelles conversations votre agent prend en charge Configurez le ciblage d'audience pour que l'agent n'intervienne que dans les conversations que vous souhaitez automatiser, et définissez des règles de transfert vers le bon membre de l'équipe quand une conversation nécessite une intervention humaine. 03. Planifier le déploiement de votre agent Prévisualisez les réponses de l'agent et anticipez l'utilisation des crédits Breeze avant le lancement, pour tester la qualité des réponses et maîtriser les coûts au fur et à mesure que votre automatisation se développe. Après cette session, vous disposerez d'un agent configuré et prêt à l'emploi pour commencer à capter davantage de leads et gérer les conversations de support. CETTE SESSION EST FAITE POUR VOUS SI : Vous gérez le marketing, la croissance ou la conversion sur votre site et vous souhaitez répondre plus rapidement aux questions des visiteurs pour transformer davantage de trafic en leads. Vous gérez des équipes de support ou de service et vous souhaitez traiter automatiquement les demandes répétitives pour que votre équipe se concentre sur les cas qui nécessitent vraiment une intervention humaine. Vous avez déjà vu l'Agent d'Assistance Client dans votre compte HubSpot et vous souhaitez un accompagnement pas à pas pour réussir la configuration avant de passer en production.
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Build with HubSpot: Unlock Loop Marketing with Marketing Studio
Nov 3, 2026 · 6:00 PM (UTC)
Loop Marketing isn't just a concept, it's a repeatable system you can run inside HubSpot today. With the right AI tools, you can express your brand, personalize at scale, reach buyers across every channel, and continuously improve, all without leaving your portal. Led by a HubSpot Academy Professor, this interactive session walks you through the full Loop Marketing framework, powered by HubSpot's AI tools, so you can see exactly how it works and apply it to your own business. Here's what we'll cover together: 🎨 Breeze Custom Assistants: Build a brand-trained AI that knows your voice, tone, and offerings so every piece of content sounds like you, not a robot 🔍 Data Agent: Unlock CRM-powered intelligence to understand what your contacts care about and personalize content at a 1-to-1 level 🤖 AEO (Answer Engine Optimization): Discover how visible your brand is in AI search tools like ChatGPT and Perplexity, and exactly what to fix 📈 Breeze Analytics: Close the loop by letting AI surface what's working, what's not, and what to do next By the end, you'll have a practical, repeatable framework to run smarter campaigns, one that gets faster and more effective every time you use it.
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Unleashing the Power Content Hub
Nov 9, 2026 · 8:00 PM (UTC)
More content used to mean more ROI. Build a multi-channel system that meets buyers where they are with assets that convert at every stage. Content teams used to play a volume game. Publish more, drive more clicks, generate more leads. But the demand for content has changed. Today, buyers engage across more channels than ever, and they expect content that speaks to where they are in the customer journey, not just content that shows up. For content teams, that means producing more formats with more consistency across more channels, often with the same headcount and time. Without the right strategy and toolkit, you’ll struggle to meet the quality and customer standard needed to drive engagement. In this session for Content Hub customers, a HubSpot Academy Professor will guide you through connecting the tools in your account to a strategy that creates quality at scale, stays on brand, and reaches buyers at every stage of the customer journey. You’ll go step-by-step in your account to build a system for creating content that attracts, engages, and converts buyers, connecting your toolkit to each stage. You’ll leave with foundational elements of your content strategy configured and a clear map of where each tool belongs so you can run the full system on your own. WHAT YOU'LL LEARN: Build a complete content strategy and connect the tools you already have. You'll go step-by-step in your account to: 01. Map your toolkit to each stage of your content strategy Build a winning content strategy and see where each tool fits in so you have a clear picture of what you’re already using effectively and where to focus next based on your goals. 02. Create, refine, and publish multi-channel assets in one place Use AI content creation tools to generate, rephrase, and enhance copy and visuals directly in your account. Then, use content embeds to dynamically place and update content anywhere on your website. 03. Repurpose existing assets into new formats to extend your reach Use content remix to repurpose your best content into multiple, multi-channel assets to reach audiences who haven't seen it yet. Then use AI-powered podcast creation to turn written content into a shareable audio episode, engaging more customers through a channel they love. After this session , you’ll have the tools and strategies for creating high-converting content, with clear next steps on where to focus next so you can build on what you started. WHO THIS SESSION IS FOR: You create or manage content and want to see what you’re already using effectively and where you can speed up content creation or improve quality. You manage or lead a content team and want to move from publishing across channels ad hoc to running a strategy that creates quality content consistently and reaches buyers at every stage of the journey. You manage your team’s Content Hub setup and want to connect your tools to a strategy that converts buyers at every stage of their journey.
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Construye con HubSpot: UNBOUND Revelado - Activa tus Agentes de AI
Nov 12, 2026 · 5:00 PM (UTC)
Lo que se revela en UNBOUND no termina ahí. Únete a nosotros para profundizar, poner manos a la obra y ser de los primeros en aplicar lo nuevo.
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