Event: The AI Agent Masterclass

The AI Agent Masterclass: Maximizing CRM ROI with HubSpot’s Next-Gen Tech

MAY 12, 2026

Are you ready to activate AI in your CRM to maximize ROI? Now is the time to build a genuine competitive advantage by turning the Smart CRM into the core of your growth strategy. We are flying in HubSpot’s own AI specialist, Peter O'Sullivan, to pull back the curtain on next-gen tech and show you how to transform your portal into an autonomous growth engine.

Save your seat

Activate Your CRM’s Strategic Brain

Join our hands-on workshop to build Smart Properties that turn raw data into actionable signals instead of unread text blocks. We'll also help you implement an Expansion Readiness Score to proactively surface the top 5% of customers ready for a cross-sell.

Build your Agent Workforce

Sit down with our HubSpot specialists and HubSpot's AI expert, Peter O'Sullivan, and deploy Prospecting Agents using Buyer Intent signals to act on specific triggers. We will also activate Customer Agents to transform your support from a reactive cost center into a proactive revenue driver.

Agenda: Move from Strategy to Execution in 120 minutes

08:45-09:00: Light Breakfast & Networking

Start the day with coffee, croissants, and initial sparring with the Helion and HubSpot teams.

09:00-10:00: Presentation: The HubSpot AI Roadmap

Peter O’Sullivan (HubSpot) breaks down the future of agentic workflows and how the Smart CRM is evolving to handle a new era of business transformation.

10:00-10:30: Workshop part 1: Smart properties and Strategic Signals

We will focus on creating smart properties that serve as your CRM's foundation. You will learn to identify high-value triggers, such as "churn signals" derived from call transcripts or proactive "expansion readiness scores" to drive cross-selling.

10:30-12:00: Workshop part 2: Activating AI Agents
Bring your laptop as we divide into groups to build and test AI Agents directly in your portal. Get hands-on help to configure Prospecting or Customer Agents tailored to your specific business goals.

12:00-12:30: Lunch & Final Sparring
Refine your new setup over lunch and discuss the next steps for your growth strategy with your peers.

Please note: To ensure you can build and test freely during the workshop, we will activate a specialized HubSpot trial with extra credits on your account before the event. Because of this, you must provide your Hub ID when signing up so we can have your portal ready for action on May 12th.