We'll show you how to deploy a multi-agent workflow in Personize Studio to engage HubSpot leads instantly. The agents handle research, reasoning, and crafting personalized emails within seconds of each form submission. This automation ensures faster follow-ups, boosting lead engagement and conversion rates effortlessly.
Why Speed Matters
Fast lead engagement turns form submissions into sales. Reach out within five minutes and you're 100x more likely to connect and convert. Wait longer? Your chances plummet.
The Price of Lead Conversion
Lead costs vary, and here’s the breakdown:
Higher Education – $982
Financial Services – $653
Legal Services – $649
Software Development – $591
Manufacturing – $553
E-commerce – $91
AI-powered lead engagement slashes costs by boosting response times and conversions. Automating workflows in HubSpot helps teams ditch cold leads and focus on deals that matter.
The Reality Check
Despite the benefits, many businesses lag.
42 hours – Average B2B response time
38% – Leads that never get a reply
7% – Companies responding within five minutes
Waiting more than 30 minutes? Your chances drop by 21x. Automation isn’t just helpful—it’s critical to catching leads before they go cold.
Part 1: Personize Studio - Building and Testing in Batch Mode
This step will take place inside Personize Studio. Start by connecting your HubSpot account and selecting a list of form submissions. Using Personize.ai's pre-built AI agents, you can enrich your data, research them online and on LinkedIn, analyze their form data, and personalize emails to them at scale.
In this step, we build and optimize a Run to enable the following: Once a lead submits a form, it will automatically enter this process for enrichment and segmentation. This ensures leads are qualified and nurtured effectively without engaging your sales team.
You can add AI agents for various tasks beyond emailing, such as:
Form Lead Summaries: Generate instant, AI-enriched summaries of contacts using data from platforms like Google and LinkedIn.
Lead Qualification: Automatically score and prioritize form leads to focus on the highest-value prospects.
Segmentation & ICP Matching: Match form leads to your Ideal Customer Profile with advanced AI-based segmentation.
Dynamic Website Personalization: Deliver unique experiences to form leads by dynamically adapting content to their needs.
Inside the studio, you can test and refine how Personize.ai interacts with form submissions, ensuring that the AI agents operate seamlessly.
Part 2: HubSpot Workflows - Autopilot Mode for Form Submissions
Once you've built and tested your AI agents in batch mode, it's time to move to full automation. By integrating Personize.ai directly into HubSpot workflows, leads who submit forms will automatically trigger personalized responses and follow-ups. This creates a hands-free, always-on engagement engine that nurtures and converts leads around the clock.
Some of other workflows that you can automate in Autopilot Mode
Form Submissions: Each form submission will trigger AI agents to research, qualify, and engage the lead instantly.
Ad Clicks & Content Downloads: Extend the workflow to ad leads, ensuring personalized follow-ups for all interactions.
Meeting Transcripts: Automatically generate proposals and tasks based on AI-analyzed meeting transcripts.
Website Visits: Engage visitors who fill out forms by sending AI-personalized responses.
This step ensures that form submissions are instantly acted upon, transforming how leads are managed and increasing the likelihood of conversion.
Personize.ai for HubSpot?
If you're using HubSpot Professional or Enterprise and have over 10,000 contacts, Personize.ai enables large-scale contact-level personalization. It automates tasks such as lead qualification, email personalization, and segmentation, allowing your team to concentrate on their strengths—cultivating relationships and finalizing 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.
Unlock the next level of CRM performance with Personize.ai. Empower your sales and marketing teams to build personalized, scalable engagement workflows directly in HubSpot—delivering results that drive revenue growth.