Artificial Intelligence

August 18, 2026 By Carrie Gallagher

HubSpot Revenue Agent: Why This New AI-Powered Collections Tool Matters

HubSpot has introduced a new beta that I think could be one of the more meaningful applications of AI inside the CRM for finance teams: Revenue Agent.

Revenue Agent is HubSpot’s new accounts receivable agent. It works across your open invoice portfolio, monitors which invoices need attention, creates personalized collections plans, sends reminders, listens for customer replies and invoice changes, and recommends or takes next steps throughout the collections process.

What makes this particularly interesting is that you do not have to invoice from HubSpot to use it.

If you use QuickBooks, your invoices can sync into HubSpot and Revenue Agent can manage collections against them. HubSpot also supports custom integrations with other accounting and billing systems, so the agent can work across invoices that originate outside of HubSpot as well.

As a HubSpot consultant, I think that’s a very important part of this update.

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August 11, 2026 By Carrie Gallagher

HubSpot’s New Scheduled Prompts Make Breeze Assistant Much More Useful

HubSpot recently rolled out a new Breeze Assistant feature that I think is much more important than it might initially sound: Scheduled Prompts.

Until now, Breeze Assistant has mostly been reactive. You open it, ask a question, and it gives you an answer.

With Scheduled Prompts, you can now tell Breeze to run that prompt automatically on a recurring schedule, whether that’s daily, weekly, monthly, or annually. The result will be waiting for you in your Breeze Assistant chat list when you log into HubSpot.

As a HubSpot consultant, I think this is a pretty significant step forward in how companies can actually incorporate AI into their day-to-day operations.

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July 12, 2026 By Carrie Gallagher

HubSpot’s ChatGPT Ads Integration Could Be One of Its Most Important Advertising Updates

HubSpot is testing a new integration that allows marketers to connect a ChatGPT Ads account to HubSpot, create campaigns, review performance, track revenue, and automate follow-up alongside their other advertising channels.

The feature is currently in beta, so HubSpot customers must request access before they can begin using it.

As a HubSpot consultant, I think this is an important update for reasons that go well beyond convenience. It has the potential to connect one of the newest digital advertising channels directly to the CRM, where businesses can evaluate whether their advertising is actually generating contacts, customers, and revenue.

That is much more valuable than simply seeing clicks and impressions in another advertising dashboard.

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June 27, 2026 By Carrie Gallagher

HubSpot’s New Actions Library Makes Customer Agent Much More Useful

One of the most important things to understand about HubSpot’s Customer Agent is that it is only as helpful as the actions it can actually take.

Answering questions is great. But resolving issues? Looking up records? Updating CRM data? Finding an order? Enrolling someone in the right workflow? That is where Customer Agent starts to become genuinely useful.

That is why HubSpot’s new Actions Library is such an important update.

HubSpot has introduced a new searchable, filterable Actions Library for Customer Agent that replaces the previous single-form setup experience. Instead of having to manually configure every action from scratch, users can now browse a catalog of pre-built actions organized by category, including HubSpot CRM, workflows, Shopify, commerce, notes, and custom API options.

For anyone trying to get more out of Customer Agent, this is a big deal.

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May 30, 2026 By Carrie Gallagher

What Is the HubSpot Agent CLI and Why Does It Matter?

HubSpot Agent CLI is a new way for businesses to connect AI agents with HubSpot data, context, and actions from command-line environments. It is part of a broader shift toward agent-based work, where AI tools do more than answer questions. They can analyze information, identify issues, surface recommendations, and help complete routine work across a company’s systems.

The idea behind HubSpot Agent CLI is that AI agents should be able to work wherever teams already operate. Some people may interact with AI inside ChatGPT, Claude, or other conversational tools. Others may use more technical environments to build workflows, run analyses, or create automations. HubSpot Agent CLI is designed for those command-line and development-style environments, giving teams another way to bring HubSpot intelligence into their daily operations.

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