(For businesses new to AI adoption in HubSpot—focusing on automation, efficiency, and first steps into AI-driven processes.)
AI isn't just for large enterprises. HubSpot's AI tools can help small and mid-sized businesses automate manual tasks, improve decision-making, and enhance customer engagement. Here are 15 practical ways to get started with AI in HubSpot today.
Introduction to HubSpot AI
What is HubSpot AI?
HubSpot AI is a suite of artificial intelligence-powered tools designed to enhance the capabilities of the HubSpot platform. It aims to make AI accessible, fast, and unified across the platform, helping businesses approach marketing, sales, and customer service in a more efficient and effective way. By integrating AI into its ecosystem, HubSpot empowers businesses to automate tasks, gain deeper insights, and deliver personalized experiences to their customers.
Benefits of using AI in HubSpot
The integration of AI in HubSpot offers numerous benefits, including:
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Enhanced Productivity: AI-powered tools automate repetitive and mundane tasks, freeing up time for more strategic activities. This means your team can focus on what truly matters—building relationships and driving growth.
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Improved Decision-Making: AI-driven insights provide valuable information to inform business decisions. With data-backed recommendations, you can make smarter choices that align with your business goals.
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Personalized Customer Experiences: AI-powered chatbots and content generation tools help businesses deliver tailored experiences to their customers. This personalization can lead to higher engagement and satisfaction.
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Increased Efficiency: AI streamlines processes, reducing the time and effort required to complete tasks. From automating email responses to optimizing marketing campaigns, AI makes your operations more efficient.
Overview of HubSpot AI tools
HubSpot AI includes a range of tools and features designed to enhance your marketing, sales, and customer service efforts:
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Breeze: A comprehensive AI solution that powers the entire customer platform, ensuring seamless integration and functionality.
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Breeze Copilot: An AI companion that boosts productivity across HubSpot, browsers, and mobile devices, helping you stay on top of your tasks wherever you are.
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Breeze Agents: AI experts that automate work end-to-end, including content creation, social media management, and customer service. These agents handle the heavy lifting, so you don’t have to.
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Breeze Intelligence: Provides a unified view of customer data, enriching company and contact records with valuable information. This intelligence helps you understand your customers better and tailor your interactions accordingly.
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AI-Powered Content Generation: Tools that help businesses create high-quality content, such as blog posts, landing pages, and social media posts. With just a few clicks, you can generate engaging content that resonates with your audience.
Setting Up AI in HubSpot
Enabling AI features in HubSpot
To get started with HubSpot AI, follow these steps:
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Log in to Your HubSpot Account: Access your HubSpot account and navigate to the AI settings page.
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Enable AI Features: Grant access to AI features by clicking the “Enable AI” button. This will activate the AI tools available in your HubSpot account.
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Review Terms and Conditions: Carefully review and agree to the terms and conditions of using HubSpot AI. Understanding these terms ensures you are aware of how AI will be integrated into your workflows.
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Familiarize Yourself with AI Tools: Take some time to explore the various AI-powered tools and features available in HubSpot. Understanding their capabilities will help you leverage them effectively.
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Start Using AI Tools: Begin incorporating AI tools into your marketing, sales, and customer service efforts. Experiment with different features to see how they can enhance your productivity and efficiency.
Note: Make sure to check the HubSpot documentation for the most up-to-date information on setting up and using HubSpot AI features. Staying informed about the latest updates ensures you are making the most of HubSpot’s AI capabilities.
AI for Sales & CRM Automation
1. AI-Powered Lead Scoring
What to do: Enable HubSpot’s predictive lead scoring to rank leads based on engagement, industry, deal size, and likelihood to close.
Real-world benefit: Marketing and sales teams focus on the highest-value leads, increasing conversion rates and reducing wasted effort.
Need help with your HubSpot AI setup? We can do this for you—let’s chat.
2. Automated AI Chatbots for Lead Qualification
What to do: Deploy a HubSpot AI chatbot that asks qualification questions, collects emails, and books meetings. Real-world benefit: Immediate lead engagement reduces drop-off and improves sales efficiency. Want an AI-powered chatbot but not sure where to start? Our HubSpot implementation experts can build it for you.
3. AI-Generated Email Personalisation
What to do: Use HubSpot’s AI assistant to draft personalised sales emails based on engagement history. Real-world benefit: Higher email open and response rates, leading to more conversations.
4. Predictive Deal Forecasting
What to do: Use HubSpot’s AI-powered forecasting tools to predict which deals are most likely to close. Real-world benefit: Better sales planning and pipeline management.
AI-Powered Contact Enrichment with CRM Data
What to do: Enable AI-driven data enrichment to fill in missing details (job title, industry, etc.). Real-world benefit: More complete CRM data for better segmentation and outreach.
AI for Marketing & Content
6. AI-Generated Blog Outlines & Posts
What to do: Use HubSpot’s AI content assistant to generate blog topics, outlines, and create blog posts. Real-world benefit: Faster content creation with SEO-optimised results.
7. AI-Optimised Email Subject Lines
What to do: Use AI-generated subject lines in HubSpot’s A/B testing tool. Real-world benefit: Higher email open rates, leading to better engagement.
8. AI-Powered Website Chatbots for Lead Capture
What to do: Deploy an AI chatbot on your HubSpot CMS website. Real-world benefit: Converts more visitors into leads with automated interactions. Additionally, HubSpot's AI website builder can help you create a single-page website based on simple prompts, simplifying the website creation process.
AI-Powered Customer Segmentation for Marketing Campaigns
What to do: Use AI to automatically segment contacts based on engagement. Real-world benefit: Hyper-personalised marketing campaigns that convert better.
10. ChatGPT-Powered Social Media Captions
What to do: Generate multiple variations of LinkedIn and Twitter posts using AI. Real-world benefit: Saves time while maximising engagement.
AI for Customer Service & Success
11. AI-Powered Ticket Routing
What to do: Automate support ticket assignment using HubSpot’s customer service software based on urgency and past interactions. Real-world benefit: Faster response times and improved customer satisfaction.
12. Predictive Churn Detection
What to do: Use AI insights to identify at-risk customers. Real-world benefit: Customer success teams can proactively engage and retain customers.
13. AI-Generated Knowledge Base Articles
What to do: Auto-generate FAQs based on past support queries. Real-world benefit: Reduces repetitive support tickets and improves self-service options.
14. AI-Driven Customer Feedback Analysis
What to do: Use AI sentiment analysis to score NPS surveys and customer feedback. Real-world benefit: Identifies trends in customer satisfaction and areas for improvement.
15. Automated AI Chat Support
What to do: Deploy an AI chatbot to resolve common support queries instantly. Real-world benefit: Reduces support workload and improves response times.
Intermediate AI in HubSpot: AI-Driven Optimisation & Predictive Insights
(For businesses already using AI in HubSpot and looking to optimise sales, marketing, and customer success with AI-driven decision-making.)
AI for Sales & CRM Automation
1. AI-Driven Pipeline Analysis & Deal Prioritisation
Real-world benefit: Sales teams focus on high-value opportunities, increasing conversion rates.
2. Real-Time AI-Based Lead Routing
Real-world benefit: Ensures leads go to the right reps instantly, improving response times.
3. AI-Powered Conversational Sales Assistants
Real-world benefit: Helps sales reps respond more effectively in live chat scenarios.
4. Automated AI-Driven Account-Based Sales Engagements
Real-world benefit: Hyper-personalised outreach improves engagement with key accounts.
5. AI-Driven Sales Coaching in HubSpot
Real-world benefit: Identifies training gaps and helps teams improve performance.
Advanced AI in HubSpot: Next-Level AI Strategies for RevOps Transformation
(For AI-first businesses optimising every touchpoint with AI-driven insights.)
AI for Sales & CRM Automation
1. AI-Powered Predictive Selling
Real-world benefit: AI detects buying signals and suggests the best next sales action.
2. Hyper-Personalised AI Sales Playbooks
Real-world benefit: Dynamic playbooks help sales teams close deals more effectively.
3. Real-Time AI-Powered Competitor Response Alerts
Real-world benefit: Reps get notified when competitors engage with leads.
4. AI-Driven Multi-Language Sales Translations
Real-world benefit: Enables seamless global sales conversations.
5. Next-Best-Action AI-Powered Sales Insights
Real-world benefit: AI recommends actions based on CRM data and past performance.
Need help with your HubSpot AI implementation? If any of these strategies sound valuable but time-consuming to implement, we can do the work for you. Let’s set up a quick call and discuss how we can help automate and optimise your HubSpot setup with AI.
