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HubSpot IA: 5 exclusive tips and tricks to master

Gustavo Goncalves
Gustavo Goncalves

Dec 9, 2024

HubSpot IA: 5 exclusive tips and tricks to master
12:03

Whether you're an experienced marketer or someone who's just starting to explore the wonders of marketing automation, it's impossible to ignore the impact of HubSpot IA 's intelligent tools on the way companies can conduct their business strategies.

HubSpot is already known for its powerful tools for marketing and customer service, but when we combine these functionalities with Artificial Intelligence, we can open up a world of possibilities for optimizing campaigns, improving the customer experience and boosting results.

In this post, we'll explore five tips for mastering HubSpot AI. Get ready to unlock the secrets behind this innovative technology and take your marketing strategy to a whole new level.

What you'll see in this post:

What are the main advantages of HubSpot AI for your business?

  1. Rely on AI to generate relevant content
  2. Simplify your CRM tasks
  3. Integrate your HubSpot CRM with external tools
  4. Optimize your customers' experience
  5. Never forget the human touch

Happy reading!

What are the main advantages of HubSpot IA for your business?

The use of Artificial Intelligence has been employed in many different areas of our technological society today, and marketing could not be any different.

And in this highly competitive and innovative paradigm, opting for the right AI-powered tools can make all the difference for companies that want to significantly transform their marketing strategies.

With this in mind, Hubspot stands out as a wise choice for organizations that are focused not only on marketing, but on other aspects too, such as sales, customer service and even content creation.

This is just an overview of the main benefits that HubSpot's AI can offer, but it doesn't stop there.

Next, let's take a look at some of the main tips for making the most of HubSpot's AI tools in your business.

 

1. Rely on AI to generate relevant content

When it comes to creating content, be it blog posts, emails or texts for landing pages and the like, kicking off the creative process is always the hardest part.

And in view of the high demand for relevant content that really captivates your audience, Hubspot has decided to make life much easier for creative teams with the Content Generator.

This OpenAI-based tool (the same one used by GPT Chat) is still a novelty, and is currently in the public beta phase, but we can already elaborate a little more on how it can be extremely useful for your creative teams.

Just type in a prompt and the content generator will create an outline for a blog post or other types of engaging texts that you need to use in your marketing campaigns.

Today, content creation is indispensable for inbound marketing strategies, so many companies are forced to do more with less in order to create content that is truly relevant.

By relying on HubSpot's content generator, you can make this creation process much easier.

However, always remember that the content generator wizard will only provide your creative teams with a starting point. It should be used as a support tool that will offer more productivity to those responsible for producing the content you want to make available to your customers.

So, be sure to use the content generator to facilitate the creative process for your teams, but bear in mind that this content should always be revised and adapted.

  1. 2. Simplify your CRM tasks

Among the CRM tools based on GPT Chat's Open IA technology, a great ally for optimizing your tasks is ChatSpot, another great novelty among the solutions offered by HubSpot.

ChatSpot is an assistant that can be integrated into HubSpot CRM and offers a series of facilities to simplify tasks within the platform, making it easier to carry out simple tasks that require attention.

As for the many features that ChatSpot offers, the first thing we can highlight is the simplification of using HubSpot CRM as a whole. This makes the platform more usable and allows teams that are just starting to use the CRM to find solutions to their demands with more autonomy.

In an overview of its function, ChatSpot, like a traditional chatbot that is used on websites to offer support to customers, is a tool aimed at professionals who concentrate their activities within a CRM platform.

Through prompts entered by users, it searches for information within your CRM and can perform tasks such as filling in forms. Thus offering a considerable reduction in dependence on other teams.

ChatSpot can also be used to perform basic but time-consuming tasks, freeing users to focus on more complex activities.

 

Instead of having to wait for releases on a contact's data, the user can simply consult the tool to check information on contacts, leads and many other pieces of information contained in their CRM database.

We can also point out that, like a chatbot, ChatSpot is available 24 hours a day, 7 days a week. This can greatly facilitate the tasks of teams working directly with the CRM.

Not to mention the possibility of adaptability, since ChatSpot learns to adapt to users' preferences and needs, making it possible to obtain more intuitive and personalized solutions for each user.

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3. Integrate your HubSpot CRM with external tools

Bearing in mind that the use of AI is still new, there are still many tools that are designed to fulfill more specific purposes.

Through the HubSpot ecosystem, your tools can be interconnected and complement each other through CRM integration, but let's say you're still looking for other tools to simplify some tasks in your operations.

Know that HubSpot still offers the possibility for its users to use external tools developed by third parties in the HubSpot CRM.

These integrations can further extend the capabilities of HubSpot's other tools and enable your company to much more efficiently employ solutions to internal and external problems in your marketing, sales and customer service strategies.

What's more, these integrations can be made easily through the HubSpot Marketplace. Where you can browse the available tools and easily find the ones that best fit your specific needs.

But if you still can't find what you're looking for, be sure to visit the HubSpot Community. A forum for users of HubSpot tools to find the best solutions for their operations.

There, you'll find lots of posts from other users and developers who are making their AI tools available, and you can interact with them to find the options that best fit your plans and strategies.

So when it comes to AI, a topic that is so new and still so complex, don't hesitate to rely not only on HubSpot, but also on other users to find points that can be improved and even offer insights for the creation of new tools.

Thus, by integrating your HubSpot CRM with external tools, you will not only be optimizing your processes, but also becoming part of a visionary group that is always looking to innovate and find the best ways to improve marketing, sales and service processes.

4. Optimize your customers' experience

When it comes to customer experience, speed and efficiency are two indispensable factors in ensuring that they feel satisfied with your company and become loyal customers and even advocates of your brand.

In view of this need to make all customer-facing processes as reliable as possible, the use of AI offers a number of advantages to ensure that your customers receive the attention and support they need whenever they need it.

For example, AI can be used through chatbots to provide answers to common questions or even solve simpler demands, without the need for a human agent to intervene, thus saving your teams time to focus on more complex tasks.

AI can also be used to extract data more easily and automate repetitive tasks, which can help provide a more personalized service for each specific customer.

By adopting the use of AI-based tools, your Customer Success team will be better equipped to meet demands with greater accuracy and ensure that your customers are truly satisfied with the service.

However, it is important to bear in mind that AI will not replace your customer service agents. It should be seen as a tool that can and should be used to save time and resources, but it will not be your only source of information and support.

And this is an extremely important topic that we'll discuss in more depth in our next tip.

HubSpot IA

5. Never forget the human touch

The use of Artificial Intelligence, although extremely exciting and even a little controversial today, is still new to all of us, especially when it comes to its use in marketing strategies.

And focusing exclusively on the marketing point of view, strategies aimed at creating written content are an essential part of the means we have to reach our leads and convert them into customers of our brand.

In this sense, AI is proving to be a valuable ally, as we've seen so far, whether in content creation, internal process optimization or customer service. However, AI is not perfect and should never be seen as a mechanism that will replace human labor.

Therefore, AI should be seen for what it really is, a tool. And to use it accurately, you need human input that is well targeted according to your company's business strategy.

AI will generate content, offer insights and even determine the best course of action to take in countless situations, however, the final decision must always rest with us humans.

AI-generated content should always be reviewed and adapted according to the tone of the message you want to convey to your audience. Just as the data obtained through AI should always be analyzed by your responsible teams and validated and approved before implementing a drastic change in your strategies.

With this in mind, it is essential to strike a balance between the facilities that AI offers and the expertise of your teams.

Don't be afraid to incorporate this new technology into your processes, as it has a lot to add to the growth and success of your business, but don't allow your operations to depend exclusively on it.

A brief conclusion

Finally, we conclude that HubSpot AI tools offer a series of innovative features that can significantly transform the way companies approach marketing, sales and customer service.

By taking advantage of all the benefits of using these tools, whether they are HubSpot's own or external, you can create exceptional experiences for your customers, increase operational efficiency and achieve impressive results.

However, it is important to remember that AI must be used sensitively and in balance with the human touch. Success in using HubSpot AI depends on understanding your audience's needs, constantly monitoring them and adapting to changes.

With this approach, you'll be ready to take full advantage of this ever-evolving technology and boost the success of your business. So don't hesitate to explore these tips to reap the benefits of a smarter strategy tailored to your company's needs.

Summary: Using HubSpot AI tools can boost your overall results. Providing better creative direction, more usability in your CRM, integration with other tools and optimization of the customer experience. However, it's important to maintain a balance between automation, personalization and the human touch of your teams to provide a high-quality experience.

Now that you know how to get the best out of HubSpot's AI tools, how about checking out some CRM tips for optimizing your service with HubSpot Service Hub? Check them out in our post below!

How to optimize CRM: 5 best practices for the Service Hub

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