Logo - Full (Color)

HubSpot Work

Beta

Organize, accomplish, and automate work in AI-first workspaces, natively connected to your CRM.

Get a demo

  • Keep work moving with agents that run while you’re away

  • Unlock more agentic work potential with context from your CRM

  • Build tables, documentation, and forms from a single prompt

SmartCRM_HubSpotWork_EN_08212026

Manage webinars, onboarding, and more inside HubSpot.

Your contacts, deals, campaigns, and tickets already live in HubSpot. The work those records generate does not. Client onboarding, webinar coordination, deal desk requests, and content pipelines still happen outside the platform, scattered across spreadsheets, project tools, and disconnected docs.

HubSpot Work changes that. For the first time, you can plan a webinar, run a client onboarding, or route a deal desk request inside the same platform as your customer data. It replaces the spreadsheets and project tools where critical work around the CRM has always lived, so your work and the context behind it finally share one home.

  1. Don’t just organize work. Get it done.

    Most AI work management tools tell you what needs to get done. HubSpot Work does it. Assign it a process and it builds the project, sets up the automations, and keeps everything moving: drafting handoff docs from deal history, routing requests based on real CRM properties, and pinging owners before deadlines slip.

    It's always on, running in the background while you focus on what’s next. As the work unfolds, it recommends ways to improve your processes.

  2. Build tables, documents, forms, and agents from a single prompt.

    Client onboarding needs a different setup than a content pipeline, webinar, or a deal desk queue. HubSpot Work provides flexible building blocks for all of it: tables, documents, and forms that take shape from a single prompt.

    Whether you need a three-week webinar timeline, a per-client onboarding folder, or a deal desk routing queue with SLA tracking, it adapts as your work changes. No coding, configuring, or stitching tools together required.

  3. Start with your customer data, not a blank slate.

    Every other work tool starts blank. You describe your customers, explain your pipeline, and re-enter the same context every time.

    HubSpot Work starts with what HubSpot already knows: your contacts, deals, companies, and the critical context of interaction history. . When a deal closes, the onboarding tracker updates. When a request comes in, the agent references real deal properties to route it to the right owner. Your team sets the direction, agents do the heavy lifting, and nothing falls through the cracks. No briefing required.

Have questions? Give us a call and we'll walk you through it.

+1 888 482 7768

Frequently Asked Questions