How to Research and Personalize Emails in HubSpot On Autopilot.

When it comes to leveraging the power of AI agents to automate personalized outreach, Personize.ai sets the gold standard for scalability and precision. Integrated directly into HubSpot, Personize.ai offers a no-code platform to enable sales and marketing teams to craft contact-level personalized experiences for thousands of leads—all with just a few clicks.

This post will guide you through the two key modes of using Personize.ai within HubSpot: Batch Processing Mode and Autopilot Mode. With these two steps, you can seamlessly scale your campaigns and transform how you interact with your contacts.

Part 1: Personize Studio - Batch Mode

Start by connecting your HubSpot account and selecting a list of contacts. Using Personize.ai's pre-built AI agents, you can enrich your data and personalize campaigns at scale. Whether you’re targeting a small segment or your entire CRM database, this mode ensures accuracy and quality.

What can you achieve in Batch Processing Mode?

• Sales Summaries: Generate instant, AI-enriched summaries of contacts and accounts using data from platforms like Google and LinkedIn.

• Lead Qualification: Automatically score and prioritize high-value leads to focus on prospects with the most potential.

• Personalized Email Generation: Create customized emails for thousands of contacts in minutes—eliminating manual effort.

• Segmentation & ICP Matching: Match leads to your Ideal Customer Profile with advanced AI-based segmentation.

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

  
  

This stage is about testing and perfecting your campaigns, ensuring your AI agents perform flawlessly.

Part 2: HubSpot Workflows - Autopilot Mode

Once you've built and tested your agents, it's time to set them on autopilot. By integrating AI agents directly into HubSpot workflows, your campaigns can run autonomously, delivering personalized experiences 24/7 without manual intervention.

What can you automate in Autopilot Mode?

• Form Submissions: Turn form submissions into instant opportunities with AI agents that research and engage leads in real-time.

• Ad Clicks & Content Downloads: Follow up on ad interactions with perfectly timed, hyper-personalized emails.

• Meeting Transcripts: Generate proposals, follow-ups, and tasks based on AI-analyzed meeting transcripts.

• Website Visits: Automatically trigger AI agents to research leads and craft personalized responses for website visitors.

This step ensures your AI agents are seamlessly woven into your workflows, delivering results while you focus on strategy.

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Why Choose Personize.ai for HubSpot?

Whether you're a HubSpot Professional or Enterprise user with more than 10,000 contacts, Personize.ai makes contact-level personalization achievable at scale. By automating tasks like lead qualification, email personalization, and segmentation, it empowers your team to focus on what they do best—building relationships and closing deals.

If you're ready to elevate your CRM to the next level, we're offering a complimentary setup for your first pipeline for a limited time.

Unleash the power of AI-driven personalization with Personize.ai and transform how you interact with your customers—one personalized email at a time.