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The Only Platform For

Contact-Level Personalization

At Scale, Inside HubSpot

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In the following sections, you will learn how to leverage AI agents within HubSpot through two modes or steps:​

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Build & Test

Batch Processing Mode​

Connect your HubSpot account and select a list. Then, use two of our pre-built agents. You can apply this process to larger batches or all contacts in HubSpot (Batch Mode) .

Add & Publish

Autopilot Mode​

In this step, add your Agents to a HubSpot workflow and publish it. This shows how AI agents can operate autonomously (Autopilot Mode) after being tested for accuracy and quality in step 1 inside our no-code studio.

Have more than 10,000 contacts?

If you are on HubSpot's Professional or Enterprise plans and actively using Sequences, Playbooks, and CMS, we will assist with your first pipeline at no cost for a limited time.

Personize.ai Integration Overview

Personize.ai integrates effortlessly with HubSpot, bringing powerful AI-driven personalization directly into your CRM. Empower your sales and marketing teams to automate lead qualification, personalized email outreach, and tailored proposal generation—all within HubSpot.

 

TOP USE CASES - BATCH PROCESSING MODE

Easily scale your campaigns with AI agents designed to process thousands of contacts at once—whether for personalized emails, lead qualification, or dynamic content delivery:

  • Sales Summaries: Generate instant summaries of contacts and accounts using AI—enriched with data from Google, LinkedIn, and other sources.

  • Lead Qualification: Automatically qualify new leads in your CRM to prioritize high-value prospects.

  • Segmentation & ICP Matching: Match leads to your Ideal Customer Profile automatically, ensuring precise targeting and better segmentation.

  • Personalized Email Generation: Generate personalized emails at scale from your HubSpot lists—no manual work required.

  • Reasoning-Based Tags: Apply advanced tags based on AI insights to classify contacts for effective follow-ups.

  • Tailored Marketing Emails: Personalize messages for tens of thousands of leads using unique personalization tokens to create a one-to-one experience.

  • Dynamic Website Personalization: Deliver personalized website experiences by dynamically adapting content to each visitor using AI-generated tokens.

  • Lead List Research: Upload lead lists from tools like ZoomInfo, Clearbit, Apollo, or Clay. AI agents will cross-check LinkedIn profiles and craft personalized email sequences.

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TOP USE CASES - AUTOPILOT MODE

  • Form Submissions: Turn new form submissions into instant opportunities—AI agents research and engage leads right after they fill out a form.

  • Ad Clicks & Content Downloads: Never lose a lead—automatically follow up on ad clicks and content downloads with perfectly timed, personalized emails.

  • Meeting Transcripts: After meetings, AI agents analyze transcripts to generate proposals, follow-up emails, and tasks—boosting your team’s productivity.

  • Website Visits: Trigger AI agents to research leads and craft personalized follow-ups instantly when a potential customer visits your website.​

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