Build a custom HubSpot agent in seven decisions, test it without spending...
HubSpot Agent Hub Services
HubSpot Agent Hub Services That Put Your AI Agents to Work
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HubSpot Now Runs AI Agents. Is Your Portal Ready for Them?
HubSpot Agent Hub is included with Starter, Professional and Enterprise. It's HubSpot's home for every agent running your go-to-market, from marketing and sales to customer service and data, plus Agent Builder for custom agents. Agents work from your CRM data, your business context and your processes, and they need HubSpot Credits to run.
That puts the weight on the setup. Clean data, clear instructions, the right permissions and a credit plan decide whether an agent does useful work or burns credits. That's the part we build.
The HubSpot AI Agents We Set Up
Customer Agent
Answers customer questions across chat, email and messaging from your knowledge base and website content, and hands conversations to your team when needed. We audit the knowledge base it answers from.
Prospecting Agent
Watches your target segments for buying signals, finds the right contacts and drafts personalized outreach. We configure it in Agent Hub and test it against real records.
Data Agent
Fills in data across your records using web research, company websites, property data and call transcripts. We audit the properties and duplicates it depends on first.
Campaign, Content + Nurture Agents
Plan campaigns, draft content in your brand voice and personalize marketing emails for each recipient. All three are in beta and need Marketing Hub Professional or Enterprise.
Revenue Agent
Monitors open invoices, follows up with buyers and escalates when payment stays outstanding, with the option to review every email first. Currently in beta.
Custom Agents
When the prebuilt agents don't fit your process, we build your own in Agent Builder: instructions, knowledge, actions, triggers, testing and run limits.
How ATAK Solves Common Agent Hub Challenges
"We turned on Agent Hub, but nothing is running."
We find where your team loses the most time, build and launch the first three AI wins, and train your team to run them.
Agents
"Our agents give wrong answers."
Agents work from whatever is in your portal. We fix the duplicates, outdated properties and missing context they rely on.
Data
"We don't know which agents are worth the credits."
We map where your team loses the most time and pick the three AI wins worth building first.
Credits
"We already use Claude and want it working with HubSpot."
We connect Claude to HubSpot with team prompts, using HubSpot's official connector, which respects each user's permissions.
Claude
"Every team is experimenting with AI on its own."
We put one plan in place: a Custom AI Blueprint with a phased agent roadmap and a 30/60/90-day plan.
Alignment
Custom HubSpot Agents Built Around Your Process
When HubSpot's prebuilt agents don't cover a job, our team builds custom agents in Agent Builder and connects them to the rest of your stack.
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Instructions that set the agent's role, goal and expected output
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Knowledge vaults and business context like your brand kit and ICPs
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HubSpot actions, web browsing, CRM read and write, and workflow triggers
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Connections to outside systems through MCP
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Testing in Agent Builder, which doesn't use credits, plus run limits
Claude and HubSpot, Working Together
HubSpot agents work best on HubSpot data. When the job needs your ERP, a contract in SharePoint or a finished proposal, we bring in Claude through HubSpot's official connector, which respects each user's permissions and records every create and update in HubSpot's audit log.
How Our HubSpot Agent Hub Services Work
From the first meeting to three AI wins live and a team trained to run them, in 30 to 45 days.
01
Quick Win Meeting
02
HubSpot Audit + Discovery
03
Build + Launch
04
Your AI Blueprint
05
Blueprint Review + Enablement
01
Quick Win Meeting
02
HubSpot Audit + Discovery
03
Build + Launch
04
Your AI Blueprint
05
Blueprint Review + Enablement
Why Work With ATAK on Agent Hub?
ATAK is a 5-star rated HubSpot Platinum Partner with 200+ implementations across industries, and a Claude Partner with all four Claude certifications on the team, so HubSpot and Claude are set up by the same people.
We audit the properties, duplicates, knowledge base content and permissions your agents depend on before we build, and our SOC 2 Type II examination is complete.
"Our company has utilized ATAK for a couple of years now to act as the support arm for our HubSpot account, workflow automations and more. They are extremely organized and responsive and truly understand the support needed for additional marketing support. If your company has a smaller internal marketing team, ATAK should be in your preferred vendor list for support. Their knowledge of HubSpot, response time, and willingness to dive into your business needs is unparalleled. They are also fun and easy to work with on projects to support your marketing programs. They create a marketing support ecosystem that our business has truly benefited from. When looking for marketing support vendors, ATAK should be your first stop."
Magan M.
VP of Marketing & Category Expansion, Gibraltar Building Accessories
"We came from a previous HubSpot partner that we had been incredibly disappointed in. We didn't really believe a company who did what they said and cared about our company existed. After only a couple months with ATAK we were blown away! They have incredible follow through, and are always strategizing for what's next. They truly care about results and working as an extension of your team. I would suggest them to anyone!"
Cantrell, H.
President at Minick Materials
Our Latest Articles
Learn More About HubSpot Agent Hub
Guides on choosing, building and running HubSpot AI agents, from Agent Hub setup and credits to connecting Claude.
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