HubSpot Credits are becoming an increasingly important part of how HubSpot packages its AI and usage-based features.
Depending on your HubSpot subscription, you may have hundreds or even thousands of HubSpot Credits included in your subscription.
In addition, HubSpot Credits reset every month. There’s a good chance you’re sitting on a pile of HubSpot Credits without really putting them to use. Here are a few, low-effort ways to start making use of them.
If you’re a Marketing Hub user, Buyer Intent is one of the easiest places to start putting HubSpot Credits to work.
Set up your target markets first, using the company characteristics that define a good fit for your business.
Then add the research topics and intent signals that matter to you. Buyer Intent can surface companies based on first-party website visits, third-party research activity, company news such as funding or executive hires, and contact-level changes.
From there, create a few saved views for the signals you actually want to monitor, for example:
High-fit companies researching your core topics
Existing CRM companies showing new intent
Net-new companies visiting high-intent pages
Save these filters as views, automatically add companies to the CRM, route them into workflows, and set yourself up for a weekly email digest.
Once HubSpot is tracking a company, Intent Signals can then be used to trigger workflows, build segments/lists, contribute to lead scoring and support reporting.
If you want to start experimenting with HubSpot’s newer agentic tools, Agent Hub is the place to begin. You can browse HubSpot’s pre-built agents, review what each one does and see its credit usage before adding it.
A few useful Agents to start with:
Company Research Agent: pulls together company information from CRM data, public web sources and industry trends, including funding signals, company changes, tech stack and competitor context. It can be useful before outreach or meetings.
Call Recap Agent: Turns a call transcript into concise CRM notes and a follow-up email, then logs the notes to the correct HubSpot company record. It can also surface key discussion points, unanswered questions and feature requests, add relevant support-document links, and personalise the follow-up language.
The nice thing about starting here is that you don’t need to invent an Agent from scratch. Pick one clear job, activate the relevant agent, test it and see how you like it.
A simple way to use Smart Properties is to take information that already exists in your portal as free text and turn it into something you can actually segment and report on.
For example, imagine you have a field called Reason for enquiry that people fill in through a form. Over time, you end up with answers like:
“Looking to automate our sales process”, “Website rebuild”, “Trying to sort out our data”, “Interested in AI”
Instead of leaving that as unstructured text, you could use a Smart Property to classify each response into an agreed set of categories such as:
CRM & Sales
Reporting & Analytics
Website & CMS
Data & Integrations
AI & Automation
The Smart Property prompt could be:
Review the Reason for enquiry field and classify the request into one of these categories: CRM & Sales, Reporting & Analytics, Website & CMS, Data & Integrations, AI & Automation, Other. Return only the category name.
That gives you a clean property you can use in lists, workflows, routing and reporting, without asking your team to manually interpret every response.
We’re here to help you find the right use cases, set them up properly and make sure the credits are used where they add value. Book a call
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