Carrie Gallagher

Independent HubSpot Consultant & Solutions Partner

Carrie Gallagher | HubSpot Consultant & Solutions Partner – Blog Articles

Carrie Gallagher is an independent HubSpot consultant and Solutions Partner providing strategic and hands-on HubSpot consulting for marketing and sales teams. Her work spans CRM architecture, automation, reporting, sales processes, integrations, onboarding, and long-term HubSpot optimization. https://www.linkedin.com/in/carriegallaghernyc/

About Carrie Gallagher

Carrie Gallagher is an independent HubSpot consultant and Solutions Partner providing strategic and hands-on HubSpot consulting for marketing and sales teams. Her work spans CRM architecture, automation, reporting, sales processes, integrations, onboarding, and long-term HubSpot optimization.

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HubSpot Agent Builder: How AI Agents Are Changing HubSpot Automation

HubSpot has introduced a new way to build automation, and I think it’s one of the more significant developments for businesses already using the platform.

With Agent Hub and Agent Builder, HubSpot users can create AI agents that analyze CRM information, make decisions, and take action. These agents can also work within HubSpot workflows, adding a layer of reasoning to automation that previously depended on predefined rules and conditions.

I recently attended a HubSpot session led by a product manager who demonstrated how to build a custom agent and incorporate it into a workflow.

Having worked with HubSpot since 2012, I’ve built and managed countless workflows for clients. What interests me about this development isn’t simply that AI can automate more tasks. It’s that we’re beginning to see a different approach to what automation can accomplish.

Here’s how it works, what makes it different, and what I’d encourage businesses to consider before getting started.

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Using HubSpot Work for Personal Task Management

Personal task management has a tendency to become fragmented.

Some tasks live in a notes app.

Others are in a spreadsheet.

A few are in a project-management tool.

And some are simply being remembered.

HubSpot Work gives individual contributors and managers a structured way to organize their own work.

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Using HubSpot Work to Manage Webinar and Event Prep

Webinars are rarely difficult because of one big task.

They’re difficult because of all the small ones.

There are invitation emails to write, social posts to prepare, speaker materials to organize, a run-of-show to build, and deadlines that all depend on the event date.

Those pieces often live in different places.

HubSpot Work can turn that scattered process into a repeatable webinar preparation workspace.

[Read more…] about Using HubSpot Work to Manage Webinar and Event Prep

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Using HubSpot Work for Target Account Action Plans

Target-account outreach usually sounds simple in theory.

Pick the companies you want to pursue.

Figure out the right message.

Find a relevant customer story.

Assign the next steps.

Start outreach.

In practice, that work often gets spread across the CRM, spreadsheets, case-study folders, and individual sales reps’ notes.

HubSpot Work can pull those pieces together into a single target account action plan.

[Read more…] about Using HubSpot Work for Target Account Action Plans

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Using HubSpot Work to Manage Deal Desk Requests

Deal desk requests often start with a simple question.

Can we make an exception here?

Does legal need to review this?

Does security need to sign off?

Who needs to approve this deal?

The problem is that those questions often get handled through Slack threads or email chains, which makes it difficult to see what is still open, who owns the decision, and how long the request has been waiting.

HubSpot Work can create a centralized deal desk routing queue.

[Read more…] about Using HubSpot Work to Manage Deal Desk Requests