Smart Deal Progression AMA: Ask Us Anything | May 18-22

CJuliano — Fri, 17 Apr 2026 17:11:03 GMT

Hi everyone,

I'm Caitlin, Product Marketing Manager at HubSpot, working across Service Hub and Sales Hub.

Smart Deal Progression launched into public beta at Spring Spotlight, and it's one of those features that sounds straightforward on paper, AI suggests CRM updates and follow-up emails after your calls, but there's a lot more to dig into once you're actually using it. How do you get the most out of transcript based suggestions? How do you get reps to actually engage with the AI suggestions instead of ignoring them, or blindly accepting them??

I'll be here with PMM Chandni Desai May 18–22 to answer your questions. Whether you're evaluating it, just getting started, or want to go deeper, drop your questions below.

You can ask us anything about:

How Smart Deal Progression analyzes transcripts and surfaces CRM update suggestions
Setting it up on Sales Hub Pro+ or Service Hub Pro+
Getting reps to actually use the follow-up drafts and action items
How it fits with your existing notetaker and meeting prep workflow

The more context you share about your setup and team, the more specific I can be.

Looking forward to it,

Caitlin

topic Smart Deal Progression AMA: Ask Us Anything | May 18-22 in Ask Me Anything and Panel Discussions

Smart Deal Progression AMA: Ask Us Anything | May 18-22