AI is undoubtedly the revolution of our generation. Since its introduction, all industries are trying to incorporate the power of AI in their business processes and operations.
Considering HubSpot is a Customer Relationship Management or CRM platform, it can leverage a great deal from AI to enhance the performance and functionality of its marketing, sales, and service suit.
HubSpot delivered and introduced a series of AI tools to maximize the potential of its CRM platform. In this blog, we will take one such AI-powered feature, and learn how end-users can leverage HubSpot AI tools to fill in contact properties automatically.'
Here are a few key ways that HubSpot uses AI or AI-powered tools to enhance its product suite:
HubSpot AI tools help manage data more efficiently across Marketing, Sales, and service platforms.
You can turn your business cards into CRM contacts automatically by scanning them.
HubSpot AI tools automate duplication and error correction across platforms.
You will experience better data mapping while importing contacts.
You can leverage call recording and transcription.
You can also utilize the tool to capture Email data.
HubSpot AI tools come in handy while optimizing content at scale.
You can leverage multi-armed bandit testing for continuous and adaptive testing of page variations.
Use the SEO recommendations to create an informed content strategy and develop it as you go.
Get advanced content topic suggestions based on popularity, relevance, and competition.
Get related content recommendations.
HubSpot uses AI to provide sales and marketing teams with better, easier, and faster ways to qualify and close leads.
Determine a lead’s likelihood to close by creating predictive lead scores.
You can send time recommendations for sales emails.
You can use HubSpot AI forecast to project future sales based on historical sales.
Leverage CRM enrichment to auto-identify key data points about contacts.
Utilize data recognition in live chat.
If you are a HubSpot CRM user, you must be aware of the Hubspot App Partner Program. It offers the users 2000+ sales, marketing, and service integrations that connect some of the top tools in the industry with HubSpot.
There are several AI-powered companies including, Drift, Crayon, Atomic Reach, Seventh Sense, Uberflip, and Yext, have official integrations to give HubSpot customers access to the power of AI.
The best news for all the HubSpot users is that HubSpot is free for all subscription levels and available across Marketing, Sales, and Service Hubs. With no additional cost, you can save your budget.
While the HubSpot AI tools are available to all teams, its most advanced capabilities lie within the Marketing Hub. Nevertheless, everyone can benefit from the time-saving and productivity-boosting features of these tools.
The HubSpot AI, including the HubSpot AI assistant, ensures that businesses of all sizes can leverage the power of AI to streamline and optimize their operations.
One of the prime features of HubSpot AI is that it allows teams to extract content properties from emails or other communications. When a contact sends you an email, HubSpot uses AI to check for any contact information included in the email signature. It can also scan the body of the email for additional information.
If the data isn’t reflected in the contact record, HubSpot will populate the empty contact properties with data from the email. HubSpot will scan through the emails sent to your connected inbox, an email logged to the CRM using HubSpot’s forwarding address, and replies to your logged emails.
But as a user, how can you benefit from this feature? Let’s find out:
By enabling automatically filling contact property, you can eliminate the need for manual data filling. By doing so, you can free your team of repetitive and routine administrative work and let them focus on more strategic tasks. Your team can now focus on engaging with leads and customers.
HubSpot AI eliminates the chance of human error in data entry. By leveraging the AI tools to fill in contact properties, you can create and maintain a more accurate and reliable database. This is extremely important for making informed decisions and providing personalized experiences to contacts.
With accurate information, you can personalize marketing and sales communications better. With the help of HubSpot AI assistant, your team can tailor their responses to the specific needs and preferences of individual contacts, leading to more effective engagement.
Automation of contact property filling fits seamlessly into automated workflows. Whether triggered by email interactions, form submissions, or other activities, automated workflows ensure contact properties are updated in real-time, keeping the flow of your business intact.
By leveraging HubSpt AI to fill in contact properties automatically, you can enrich customer profiles by collecting additional information, such as company name, industry trends, job roles, etc. These details can provide a more comprehensive view of each contact in your CRM.
With the growth of your business and increasing volume of contacts, automation becomes a necessity for consistent scalability. With HubSpot AI tools and automated contact property filling, your database remains organized at all times regardless of the scale of your operations.
HubSpot AI will populate the following contact properties with the relevant data included in the email signature:
First Name
Last Name
Phone number*
Job Title
Mobile phone number*
Fax
City
State
Country
Zip code
Street address
Please note that the property will only be populated if it has no value and has never been updated by a user in your HubSpot account.
Additionally, HubSpot will only scan the email signature of the first response from any contact for eligible contact properties. In case there are no eligible contact properties in the first response, but they are included in the signature of a subsequent reply, HubSpot will not populate any properties on the contact record.
The Fill contact details from emails with the HubSpot AI setting in your HubSpot account is turned on by default. The changed source of such properties, populated automatically, will be HubSpot AI. However, you can turn it off in your account, given you have account access permissions.
Let’s find out how you can turn automatic contact property on and off:
In your HubSpot account, go to Settings in the main navigation bar
In the left sidebar menu, click on Objects > Contacts.
Navigate to the Setup tab, select or clear the checkbox titled: Fill contact details from emails with HubSpot AI
Note:- Once you enable the setting, it may take up to ten minutes to activate. If the feature was turned off initially, it will scan your new emails for contact details. However, it will not retroactively scan your emails.
From automating recurring tasks and providing assistance to streamlining your customer service process and sales forecasting, HubSpot’s AI features are a class apart. Unlock your true potential by making the most of HubSpot AI.
Collect data and populate your contact properties, quicker and more accurately and track its impact on your business.
Are you looking for HubSpot development services to get started with HubSpot AI? Contact us!