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HubSpot + AI Workshop is Live

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ย  |ย  Published: October 22, 2025

Our team has been holding our Level Up with HubSpot + AI workshops with our customers.

The response thus far has been astounding.

Even our heavy HubSpot users didnโ€™t realize all the AI features at their fingertips. Many at no additional cost!

These sessions also confirmed the ๐˜จ๐˜ถ๐˜ญ๐˜ง ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ฆ๐˜น๐˜ช๐˜ด๐˜ต๐˜ด ๐˜ฃ๐˜ฆ๐˜ต๐˜ธ๐˜ฆ๐˜ฆ๐˜ฏ ๐˜ค๐˜ฐ๐˜ณ๐˜ฑ๐˜ฐ๐˜ณ๐˜ข๐˜ต๐˜ฆ ๐˜ธ๐˜ช๐˜ฅ๐˜ฆ๐˜ด๐˜ฑ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ ๐˜ˆ๐˜ ๐˜ข๐˜ฅ๐˜ฐ๐˜ฑ๐˜ต๐˜ช๐˜ฐ๐˜ฏ, even in SMB.

Weโ€™re helping to bridge that gap. To that end, hereโ€™s a short overview of the AI features our clients find most useful:

๐๐ซ๐ž๐ž๐ณ๐ž ๐๐š๐ญ๐š ๐ž๐ง๐ซ๐ข๐œ๐ก๐ฆ๐ž๐ง๐ญ – having the ability to fill in missing contact and company right in HubSpot, especially using automations, is a game changer. A lot of enrichment doesnโ€™t come at an additional cost for all paid accounts.

๐‡๐ฎ๐›๐’๐ฉ๐จ๐ญ ๐€๐ฌ๐ฌ๐ข๐ฌ๐ญ๐š๐ง๐ญ & ๐‚๐ก๐š๐ญ๐†๐๐“ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ๐จ๐ซ – many are surprised just how easy it is to prompt HubSpot after hitting the star icon. It truly unlocks the data in your CRM. For more comprehensive insights that can be combined with other data, you can prompt directly from a ChatGPT pro account.

๐๐ซ๐ž๐ž๐ณ๐ž ๐’๐ญ๐ฎ๐๐ข๐จ – for more specific, repeated work, we covered HubSpot’s Assistants and Agents, now better organized in one place in Data Studio. Now you can select the Agent you want from a marketplace, such as Deal Loss Agent, to show whatโ€™s possible.

๐€๐ˆ ๐‚๐ก๐š๐ญ๐›๐จ๐ญ – we shared how we trained HubSpot’s AI chatbot solely from knowledge base articles. This work achieved high containment rates (72-75%), resolving most customer inquiries without human intervention. Coolest of all, the AI chatbot also identifies “knowledge gaps” based on real chats and responses, then auto-generates knowledge base articles for your review!

Not using AI much with your CRM?

No worries, we got you covered.

๐“๐ก๐ž ๐ˆ๐ง๐Ÿ๐ฅ๐ž๐œ๐ญ๐ข๐ฏ ๐ญ๐ž๐š๐ฆ ๐ข๐ฌ ๐ฆ๐š๐ค๐ข๐ง๐  ๐ญ๐ก๐ž ๐‘ณ๐’†๐’—๐’†๐’ ๐’–๐’‘ ๐’š๐’๐’–๐’“ ๐‘ฎ๐’“๐’๐’˜๐’•๐’‰ ๐’˜๐’Š๐’•๐’‰ ๐‘ฏ๐’–๐’ƒ๐‘บ๐’‘๐’๐’• + ๐‘จ๐‘ฐ ๐ฐ๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ ๐š๐ฏ๐š๐ข๐ฅ๐š๐›๐ฅ๐ž ๐ญ๐จ ๐š๐ฅ๐ฅ ๐จ๐ฏ๐ž๐ซ ๐ญ๐ก๐ž ๐ง๐ž๐ฑ๐ญ 60 ๐๐š๐ฒ๐ฌ.

Contact us for more information.