New in HubSpot: Seat-to-Credit Swaps

Turn eligible unused seats into HubSpot Credits that power AI agents for sales, service, and more.

We'll help you discover what's possible and put those credits to work.

HubSpot spend — seats to credits
Swap anytimeNo waiting for renewal
Agents built inAlready in your HubSpot portal
Costs cappedSpend limits are on by default
Sound Familiar?

Most portals have a few seats nobody uses.

Someone left. A team shrank. A rollout never quite happened. Those seats just sat there, and until now there was nothing you could do with them until renewal.

That changed. HubSpot now lets you swap seats you're not using for credits, mid-contract. Credits are what power HubSpot's AI agents, which are already in your portal waiting to be turned on.

How the swap works
What Your Seats Can Become

The agents are already in your portal. They just need credits.

Here are some examples of how credits can be used to create AI agents.

Service

Customer agent

Answers customers around the clock using your records, orders, and help content, and hands off to a person when it should.

Good fit if your team answers the same questions every day.
Sales

Prospecting agent

Finds and reaches the right leads based on your ICP and the plays that already win deals.

Good fit if reps spend hours building lists before they sell.
Sales & Service

Data agent

Researches accounts, tracks buying signals, and briefs your team before every call or reply.

Good fit if prep work slows down every call.
Marketing

Content and nurture agents

Turns content gaps into drafts in your brand voice and personalizes marketing emails at scale.

Good fit if your content calendar outpaces your team.
Finance

Revenue agent

Follows up on invoices and payments so you get paid faster.

Good fit if collections depend on manual reminders.
Any team

Agent builder

Custom agents and simple automation built around how your business actually runs.

Good fit if your process doesn't match an off-the-shelf agent.
Agent Example

A shipping problem, solved before anyone opens a ticket.

A company we work with set up a customer agent for shipping issues. Here's how it handles a product that arrives missing a part.

1

Customer sends a photo

They snap the product ID and send it to the agent.

2

Agent finds the order

It matches the ID to the order and the exact model in HubSpot.

3

Options right away

The customer sees their replacement options on the spot.

4

Logged in HubSpot

Everything lands on the record, so your team has the full story.

CustomerMy order arrived missing a part. Here's a photo of the product ID.
Customer agentThanks! I found your order and model. Here are your options to get the missing part sent out.

Illustrative conversation. Your agent is set up around your own products, orders, and policies.

You Stay in Control

New ways to work, without surprise costs.

The seat swap is part of a set of HubSpot pricing updates rolled out between August 2026 and October 2026. Here's what that means for you:

Cap what you spend

BeforeAn import could push you into a higher contact tier without warning.
NowYou set the caps, and HubSpot sets a spend limit by default.
  • Marketing contact caps. Set a limit on your marketing contacts tier so an import never triggers an accidental upgrade.
  • A spend limit by default. HubSpot sets your portal credit limit up to 50% above your monthly credits, so usage never runs away from you.

Move spend where it helps

BeforeUnused seats sat idle until renewal.
NowMove that spend into credits mid-contract, or back again.
  • Seat and credit swaps. Self-service in your portal starting October 12, 2026.
  • Granular controls. Set limits at the account, feature, and action level, see what's using credits, and pause any feature.
The Credits Review

Have unused seats but not sure what to do with them? Unlimited can help.

We offer 5-hour and 10-hour engagements to find your idle seats, plan the swap, and set up your first agent. Already swapped? We'll help you decide what to build with your credits.

Step 1

Audit your portal

An expert review of your seats, usage, and current credits before we meet.

Step 2

Pick your use cases

Work session with your team to rank the agents and AI actions that fit your goals.

Step 3

Plan the swap and limits

Recommend which seats to swap and the spend limits to set. You make the swap in your portal, and we can join the call.

Step 4

Put credits to work

Configure and test your first agent so your team sees results right away.

Credits Review

5 hours · Steps 1 to 3

$1,225fixed fee

For teams that want a clear plan and will handle setup in-house.

  • Expert review of your seats, usage, and credits
  • Two working sessions with your team
  • Swap and spend limit recommendations
  • Recorded sessions and a recap email
You walk away withExpert recommendations, delivered live and summarized in a recap you can act on.
Book the 5-Hour Review
Most complete

Credits Review + Activation

10 hours · Steps 1 to 4

$2,450fixed fee

For teams that want the plan and their first agent running.

  • Everything in the Credits Review, plus:
  • Hands-on setup of your first agent
  • Testing against your real CRM data
  • Support on the call while you make your swap
  • Spend limits and usage alerts configured
  • Recorded team walkthrough so everyone knows how it works
You walk away withThe plan, plus your first agent live in your portal and a team that knows how to use it.
Book the 10-Hour Review

Packages cover one portal and up to 25 paid seats, with hours used within 60 days. Larger or multi-brand portals, or more than one agent? We'll put together a custom quote.

What teams ask us about credits.

No. Swaps can happen mid-contract, and starting October 12, 2026 they are self-service in your portal. We help you decide what to swap before you do it.

HubSpot sets a default credit limit, and you can tighten it at the account, feature, or action level. You also get alerts as usage hits key milestones and can pause any feature.

No. A swap moves budget you already pay for out of unused seats and into credits. If your team grows, you can move spend back into seats.

Your help content and CRM data should be in good shape, since your agent learns from them. Credits used while we test come from your own balance.

Yes. The review starts with what you already pay for. Even if you only clean up inactive seats and set spend limits, you leave with a clearer, leaner portal.

Get Started

Find out what your unused seats could become.

Book a Credits Review and we'll find your idle seats, plan the swap, and get your first agent running.