What is HubSpot Prospecting Agent?

HubSpot Prospecting Agent is an AI-powered sales assistant that combines buyer intent data with automated, personalized outreach to help sales teams prioritize high-intent accounts and scale outbound sales.

How does HubSpot Prospecting Agent identify buyer intent?

HubSpot Prospecting Agent combines first-party HubSpot data, such as website engagement, with third-party intent signals based on external research behavior to identify companies actively evaluating solutions.

How does New Breed use HubSpot Prospecting Agent?

New Breed uses HubSpot Prospecting Agent to prioritize high-intent accounts, automate first-draft personalized outreach, and reduce manual prospecting work so sales reps can focus on meaningful buyer conversations.

Does HubSpot Prospecting Agent replace sales reps?

No. HubSpot Prospecting Agent supports sales reps by removing manual research and drafting tasks while keeping reps in control of outreach, personalization, and relationship building.

What results did New Breed see using HubSpot Prospecting Agent?

Within 90 days, New Breed generated 200 high-intent accounts, six net-new opportunities, two closed-won deals, and $130K in net-new revenue using HubSpot Prospecting Agent.

CASE STUDY

Unlock Scales Regulated Lead Routing with Distributely and HubSpot

Unlock provides products and services that help homeowners turn their home equity into opportunity. Their flagship product, the Unlock Home Equity Agreement (HEA), enables homeowners to access cash today in exchange for a portion of their home’s future value—without monthly payments.

As a fast-growing home equity solutions company operating in a regulatory environment that varies state by state, Unlock faced increasing complexity around lead routing, licensing compliance, and workload distribution. To address this growing complexity, workload distribution, and automation, Unlock partnered with New Breed and adopted Distributely, a HubSpot-native routing solution built to handle nuanced, real-world assignment logic.

Unlock Technologies is a Tempe, Arizona-based financial technology company providing products and services that help homeowners address financial needs so they can plan the future they envision. The company's flagship product is its home equity agreement, a clear, flexible financing solution for homeowners who want to access their home's equity without taking on monthly payments.

CHALLENGES

Scaling Lead Routing in a Regulated, Fast-Growing Business

As Unlock expanded into new states and navigated evolving regulations, lead routing quickly became one of their most pressing operational challenges.

Licensing-Driven Complexity

Because certain states require mortgage licenses, only specific sales reps could legally work certain leads. This created uneven distribution: licensed reps were overworked, while unlicensed reps were underutilized.

Manual, Error-Prone Processes

Titan Group had multiple agencies supporting different pieces of the marketing engine (creative, SEO, execution), but efforts weren't aligned, slowing progress and limiting accountability.

Unequal Workload & Risk of Missed Opportunities

Overloaded reps were forced to prioritize larger deals, increasing the risk that smaller, but still valuable opportunities would be delayed.. This imbalance threatened both revenue and homeowner experience.

HubSpot Products Used

Sales Hub

Service Hub

Distributely

SOLUTION

Automated, Intelligent Routing Built Directly into HubSpot

Distributely enabled Unlock to replace fixed workflows with flexible, no-code routing logic—while keeping all work inside HubSpot.

License-Aware Lead Routing

Distributely allowed Unlock to dynamically route leads based on state licensing requirements, ensuring compliance while preventing licensed reps from being overburdened.

Automated Updates via API Integrations

License changes and time-off updates now sync automatically across internal systems, HubSpot, and Distributely—eliminating manual updates and reducing operational risk. NB Case Study Quotes_Chris Carrel v1

Fair, Balanced Distribution

By accounting for availability, licensing, and team structure, Unlock achieved a more even distribution of leads—ensuring every homeowner receives timely, consistent follow-up.

Preparing for Scale with Weighted & Skills-Based Routing

Unlock is expanding Distributely beyond sales into transaction and servicing teams, using:

Weighted distribution for supervisors and top performers
Skills-based routing for specialized service tickets (payoffs, natural disasters, property issues) within Service Hub.

RESULTS

Operational Efficiency, Balance, and Confidence at Scale

While Unlock's primary goal wasn't a single conversion metric, the impact of Distributely is clear across operations:

More equitable lead distribution across licensed and unlicensed reps
Reduced manual effort managing licenses, time off, and routing logic
Improved homeowner experience through faster, more even lead assignment
Automated key compliance practices as regulations continue to evolve
A scalable foundation for sales, transaction, and service teams

Build Smarter Routing Inside HubSpot

See how Distributely helps growing teams automate lead, deal, and ticket assignment, without leaving HubSpot.

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