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How To Set Up A Prospecting Agent In HubSpot

HubSpot Prospecting Agent Setup Guide For Smarter Sales Outreach And Automation

Sales prospecting takes time. Reaching out to leads, following up, logging activities, and tracking every conversation can eat up hours every week. HubSpot's Prospecting Agent is designed to lighten that load. With a properly set up Prospecting Agent, sales teams can automate parts of the outreach process, keep data organized, and focus on high-value conversations that move deals forward.

What a HubSpot Prospecting Agent Does

The Prospecting Agent in HubSpot is an AI-powered assistant that supports sales reps during prospecting activities. Instead of replacing your reps, it works alongside them to automate routine steps like drafting outreach emails, recommending follow-ups, and logging engagement. It pulls insights from your CRM data, allowing reps to stay focused on selling while the agent handles the busywork behind the scenes.

The Prospecting Agent lives inside HubSpot's Prospecting Workspace, fully integrated with your tasks, sequences, and contact records. That means no toggling between tools or risking lost data.

Step-by-Step to Set up Your Prospecting Agent

Open your HubSpot Sales Hub

  • Navigate to Sales > Prospecting.

Access Prospecting Agent

  • Inside the Prospecting Workspace, select the Prospecting Agent.

Enable and configure

  • Turn on your Prospecting Agent.

  • Set your preferences for which activities it will assist with (email drafting, task suggestions, note summarization, etc).

Connect CRM data sources

  • Allow the Prospecting Agent to pull information from contact, company, deal, and activity records.

Customize behavior settings

  • Adjust how proactively the agent recommends tasks.

  • Decide how draft emails should be generated for your review.

  • Set follow-up cadence preferences based on your sales process.

You can follow HubSpot's official guide to using the Prospecting Agent for a full walkthrough.

How the Prospecting Agent Helps During Daily Sales Work

Once your agent is active, it constantly supports reps while they work inside the Prospecting Workspace:

  • Drafts personalized outreach emails based on CRM data.

  • Suggests the best contacts to follow up with each day.

  • Logs tasks and updates records automatically.

  • Summarizes call notes and adds them to contact timelines.

This creates a smoother rhythm for reps who no longer need to manually log every call or craft each email from scratch.

Example of a Working Prospecting Agent Scenario

A sales rep logs into HubSpot and starts their prospecting session. The Prospecting Agent highlights several contacts due for follow-up, based on recent engagement activity.

For one contact, the agent drafts a personalized email referencing the contact’s recent webinar attendance. The rep quickly reviews, tweaks the language slightly, and sends it off. For another contact, the agent recommends a task to schedule a discovery call based on recent interest signals.

As the rep completes calls, the agent listens for key details and automatically summarizes call notes into the CRM record. At the end of the session, the rep sees updated timelines for all contacts without extra admin work.

Why Setting up a Prospecting Agent Matters

With a Prospecting Agent in HubSpot, sales teams benefit from:

  • Less time spent on repetitive admin.

  • More consistent, personalized outreach.

  • Smarter task prioritization.

  • Clean, updated CRM records without extra manual entry.

  • Reps focused on live conversations instead of busywork.

The result is more efficient prospecting sessions and better conversion rates, driven by AI support that stays tightly connected to your CRM data.

Get Your Prospecting Agent Working for You

Setting up your HubSpot Prospecting Agent is simple, but configuring it well makes all the difference. We help sales teams tailor their agents, refine outreach templates, and build workflows that keep pipelines full without burning out reps.