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AI Automation for Sales Leaders Who Use HubSpot

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About this event

What to expect

Transform your HubSpot sales workflow with AI automation in this hands-on workshop designed specifically for sales leaders. If you're spending Monday mornings building board updates instead of coaching your team, this session will show you how to reclaim that time through intelligent automation.

What You'll Build

This isn't theory—you'll leave with working automations. During the two-hour session, you'll build an AI assistant connected directly to your HubSpot workflow on your own laptop. You'll watch live demonstrations of automated systems that pull pipeline data, score deals, flag at-risk opportunities, and deliver color-coded executive briefings straight to Slack.

The workshop includes a deep dive into AI-powered call analysis that processes transcripts at scale and automatically generates coaching feedback for each sales rep. You'll see how one team increased their cold call conversion rate from 2% by building an automated playbook from hundreds of recorded calls—no more listening to recordings one by one trying to identify patterns.

Who Should Attend

This workshop is specifically designed for sales leaders who:

  • Manage a sales team using HubSpot as their CRM
  • Run outbound calling operations and need better visibility into rep performance
  • Currently handle pipeline reviews, end-of-day reports, or call analysis manually
  • Want to improve conversion rates but lack time for comprehensive call review
  • Are curious about AI automation but haven't found a practical starting point for their HubSpot setup

If you're still copy-pasting call transcripts into ChatGPT, building reports from scratch, or reviewing pipeline deals in spreadsheets, this session will show you the alternative.

What Makes This Different

This is a working session, not a webinar about the future of AI in sales. You'll use your own laptop to build real automations you can deploy immediately. The focus is entirely practical—connecting AI agents to your existing HubSpot workflows to eliminate manual reporting tasks and surface actionable insights from your pipeline data.

The workshop covers automated deal scoring, risk flagging, executive reporting, call transcript analysis, and rep coaching—all integrated with your current HubSpot setup. You'll learn the specific workflows that help sales leaders shift from spending time on reporting to actually leading their teams.

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