HubSpot Work is one of the more interesting additions to HubSpot in a while because it addresses something that has traditionally happened around the CRM rather than inside it.
Your customer data may live in HubSpot, but the work associated with that data often doesn’t.
Client onboarding gets tracked in spreadsheets. Internal requests arrive through Slack. Marketing projects live in separate project-management tools. Sales reps maintain account plans in documents. HubSpot admins field requests through email, chat, and conversations.
HubSpot Work is designed to bring more of that operational work into HubSpot.
Currently available in public beta, HubSpot Work combines tables, documents, forms, and AI agents in a workspace that is natively connected to the CRM.
Here are nine practical ways teams can use it.
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