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HubSpot Work

Beta

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

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  • 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

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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.

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Frequently Asked Questions

HubSpot Work is an AI-first work management product where teams and agents organize, accomplish, and automate work. It replaces the spreadsheets, project tools, and disconnected docs where critical work around the CRM has always lived — and connects that work directly to your contacts, deals, and companies.

Most project management tools start blank and require separate connections to your customer data. HubSpot Work starts with the context already in your CRM, so agents can take action grounded in real customer relationships, not just task lists.

HubSpot Work is flexible enough to handle almost any operational or GTM work: client onboarding, campaign and event coordination, deal desk routing, content pipelines, internal request intake, personal task tracking, and more. 

The HubSpot Work assistant is an always-on, chat-based interface in your workspace. Assign it a process and it builds the project, sets up automations, drafts documents, and keeps work moving in the background. It works from your real customer data, so it can take meaningful action, not just manage a to-do list. It also recommends ways to improve your processes as the work unfolds.

HubSpot Work is built for the people who build and run processes for their teams — operations managers, CX leads, marketing managers, RevOps, and anyone who currently stitches together work across tools that don't talk to each other.

It's also where individual contributors like sales reps, marketers, and CSMs build their own workflows, track their work, and make it their own.

The AI in HubSpot Work runs through everything — from a conversational assistant that turns intent into action, to agents embedded in your projects that take on work and get smarter over time. It builds, executes, and automates across the product and shifts more work onto agents in your projects as they learn what you need. Describe a process and it builds the project structure, tables, and automations. Ask it what's on track or at risk, make bulk updates, generate documents from project data, or let it run in the background while you focus on other work.

HubSpot Work is currently in public beta. If you're a HubSpot customer, you can opt-into the public beta directly within your HubSpot portal.