HubSpot Partner Enablement

This workshop walked through the foundational components of HubSpot's Agent Builder and the new Workflow Builder before delivering two live demos and a self-directed breakout session. Product Managers, Rebecca and Davis, established the **three pillars of custom agent design** (instructions, actions, and knowledge), outlined when to use Agent Builder versus MCP/CLI, and positioned the new Workflow Builder as the future of automation with action-first building, object-agnostic flows, and expanded external triggers.

The centerpiece demos covered a **customer health scoring agent** that grades companies approaching renewal and writes results back to the CRM, and a **contact ownership handoff agent** that synthesizes unstructured context for the incoming owner. Both were wired into agentic workflows with branching logic, Slack notifications, task creation, and fallback handling. The session closed with four self-directed breakout exercises targeting lead qualification, demo prep, deal risk summaries, and sentiment handoff, supported by a shared workbook (found here after submitting the survey: )
