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Group Demo: AI Agents That Enrich, Qualify, and Prioritize Your Pipeline

Join HubSpot and Simple Strat to see how agents help enrich CRM data, qualify leads automatically, and surface your best opportunities.

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For most sales teams, improving lead quality, increasing inbound conversion, and getting reps focused on the right opportunities are the priorities. The harder problem is keeping pipeline moving, and that tends to break down long before anyone picks up the phone.

While CRM records fall out of date faster than most teams have time to fix them, reps still spend hours each week researching prospects, filling in missing contact details, and manually deciding which leads are worth pursuing. Meanwhile, inbound leads sit unscored and unrouted while your team tries to keep up.

This gap is leading Sales Ops, RevOps, and Marketing Ops teams to ask questions like:

  • Why do reps spend so much time on research before they can even start a conversation?
  • How do we apply consistent qualification logic without adding more manual review steps?
  • And why does more inbound volume often mean more noise instead of more pipeline?

During this live session, you'll see how teams are using AI agents inside HubSpot to automate enrichment and qualification. This way, reps start every conversation with the context they need, and the best leads surface themselves.

 

What You'll Learn

1-Mar-23-2026-04-04-36-9353-PM
How Data Agent automatically enriches contact and company records, providing reps with the necessary context to conduct relevant outreach
2-Mar-23-2026-04-04-54-9103-PM
How to build a custom lead qualification agent in Agent Builder (Beta) that scores and routes incoming leads without any manual review

 

3-Mar-23-2026-04-05-06-2241-PM
How to connect enrichment and qualification into a single workflow inside HubSpot so your team spends less time on setup and more time on selling
4-Mar-23-2026-04-05-16-1925-PM
How to connect prospecting and post-meeting execution inside HubSpot so teams can generate pipeline and move deals forward with fewer disconnected tools

Your Panel of Experts

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Who Should Attend?

This session is built for Sales Ops and RevOps leaders who are responsible for improving data quality, scaling lead qualification, or helping reps prioritize outreach more effectively. Whether you're already using HubSpot or actively evaluating it, you'll leave with a clear picture of what AI-powered enrichment and qualification looks like in practice and a roadmap to implement it.

Why Should You Care About This Now?

Source 1: Sales Leader Survey (HubSpot, Q1 2026), 302 respondents | Source 2: HubSpot Sales Statistics Blog | Source 3: AI in Sales Prospecting Survey (HubSpot, Q2 2026), 295 respondents

Frequently Asked Questions