316: The Practical Guide to AI in HubSpot скачать в хорошем качестве

316: The Practical Guide to AI in HubSpot

Welcome to HubShots Episode 316! Are you using HubSpot AI to actually save time, or just playing around? In this episode, Ian and Craig reveal the "Big Unlock" for HubSpot power users: Running AI Agents directly inside your Workflows. In this episode, we cover: 👉🏻 AI Reality Check: Moving from FOMO to practical application. 👉🏻 Data Enrichment: How to clean your CRM automatically. 👉🏻 Buyer Intent: Using the new Signals tab to find hidden leads. 👉🏻 Breeze Agents: A deep dive into Customer, Data, and Content agents. 👉🏻 The Big Unlock: How to run AI Agents inside Automation Workflows (Step-by-step example). 👉🏻 Governance: Managing permissions, hallucinations, and credit usage. Links and Resources mentioned in the show: Loop Marketing Design Framework: https://www.xencreate.com/resources/d... HubShots Daily Tip: https://www.hubshots.com/dailytip/start HubShots Framework: https://www.hubshots.com/framework HubShots Community: https://www.skool.com/hubshots/about Timestamps 00:00 Introduction 00:48 Your AI Approach 13:03 Data Enrichment 08:17 Buyer Intent Tool 15:38 HubSpot Credits 17:55 Inbox Automation 18:27 AI Summaries 19:27 Breeze Assistant 25:48 Buyer Intent tool 27:38 Signals 32:08 AI Agents and Assistants 33:43 HubSpot Marketplace Breeze Agents 34:37 Assistants 35:44 Custom Agents 36:41 Deeply integrated agents 37:27 AI in Automation 46:53 Smart Properties 50:54 Customer Agent 55:18 Tool integrations 59:53 Privacy and Policy 01:02:37 Various incremental tools 01:04:01 Further Reading 01:05:01 Outro ----------------------------------------------------------------------------------------- HubShots = HubSpot in the real world Real world portals. No demo stuff. JOIN US: 💡 Get a daily HubSpot tip - https://www.hubshots.com/dailytip/start 🥇 Join the Community - https://www.skool.com/hubshots/about 💌 Sign up to the shownotes - https://www.hubshots.com/subscribe 🌍 Our website - https://www.hubshots.com/ 📸 Instagram -   / hubshotspodcast   💙 LinkedIn -   / hubshots   WHO WE ARE: We're Ian Jacob and Craig Bailey, your hosts of HubShots. HubShots is the downunder HubSpot focussed show for sales and marketing managers who use HubSpot. Ian is CEO of Search and Be Found: https://www.searchandbefound.com.au/ Craig is CEO of XEN: https://www.xen.com.au/ and Founder of XEN Create: https://www.xencreate.com GET IN TOUCH: If you’d like to talk, we’d love to hear from you. Replying to Craig (when he sends the shownotes each week) is the quickest. You can also connect with us personally on LinkedIn:   / ianjacobau     / craigbailey   CLARIFICATION: For the sake of clarity, please note this is an independent podcast – we are not affiliated with, nor officially endorsed by HubSpot. But having said that, we get lots of support and ‘encouragement’ from them – Brian Halligan is a fan!) #hubspot #digitalmarketing #podcast ----------------------------------------------------------------------------------------- TIMESTAMPS: