Complete Guide to Using AI in HubSpot - Marketing Edition

Quick Guide to HubSpot AI: What You Need to Know:

This guide introduces and explores HubSpot’s AI tools, including Breeze Intelligence, a powerful engine for content creation, automation, and decision-making. It provides actionable insights and practical use cases for tools like:

• Breeze Content Agent: Generate SEO-optimized blogs, landing pages, and ad copy.
• Content Remix: Repurpose high-performing content into multipleformats.
• Breeze Copilot: Assist with CRM updates, research, and meeting prep.
• Breeze Social Media Agent: Streamline social content creation and scheduling.
• AI Customer Agent: Provide 24/7 branded customer responses.
• AI Website Generator: Quickly build single-page prototypes.
• AI Email Writer: Save time on polished, customized emails.
• Form Shortening: Increase conversions with simplified forms.
• Buyer Intent Data: Identify and prioritize high-interest leads.
• Data Enrichment: Keep CRM data accurate and complete.

Each tool is paired with expert recommendations, examples, and tips for effective use.

Getting Started with AI in HubSpot: Pivot’s Approach

HubSpot has rolled out a suite of AI tools designed to simplify marketing workflows, elevate content, and drive smarter decision-making. At Pivot, we’ve rolled up our sleeves and put these tools to the test.

We break down the most impactful AI tools in HubSpot, complete with real-world use cases, expert tips, and actionable advice to help you make the most of these features.

P.S. Most of these images were crafted using HubSpot AI—because we don’t just talk the talk, we let AI walk the walk.

Breeze Content Agent: Your AI Content Creation Partner

Creating content isn’t just about volume—it’s about crafting meaningful, engaging pieces that resonate with your audience. Enter Breeze Content Agent, HubSpot’s AI-powered content creation assistant.

How Pivot Uses Breeze Content Agent:

• Blogs & Articles: Well-structured, SEO-optimized content.
• Landing Pages: High-converting pages aligned with key campaigns.
• Case Studies: Success stories with a compelling narrative.
• Ad Copy: Snappy, attention-grabbing headlines and descriptions.

Why We Recommend It: It’s efficient, reliable, and surprisingly creative—especially when paired with a solid brief.

Tip: Treat your AI writer like a team member. Clear, detailed briefs lead to better outputs.

Subscription Requirements: Content Hub Professional and Enterprise plans.

Content Remix: Repurposing Content for Multi-Channel Impact

Why reinvent the wheel when you can remix it? Content Remix takes your best-performing content and repackages it into fresh formats for different channels.

How Pivot Uses Content Remix:

• Turn blog posts into social media snippets.
• Create podcast scripts from long-form content.
• Generate email highlights from key content pieces.

Examples in Action: We transformed a top-performing blog into social snippets, an email newsletter, and an audio version—reaching more audiences without starting from scratch.

Why We Recommend It: It’s like content recycling, but smarter—and less wasteful.

Tip: Start with a polished, well-structured piece for the best remix results.

Subscription Requirements: Content Hub Professional and Enterprise plans.

Breeze Social Media Agent: Smarter Social Media Management

Managing social media can feel chaotic. The Breeze Social Media Agent makes it easier, faster, and smarter.

How Pivot Uses the Breeze Social Media Agent:

• Content Creation: AI-generated posts tailored for LinkedIn, Instagram, and X.
• Optimized Scheduling: Posts hit timelines when your audience is most active.
• Performance Insights: Data-driven recommendations for future campaigns.

Examples in Action: For a campaign launch, the Agent created tailored posts for each platform, optimized timing, and analyzed engagement trends post-launch.

Why We Recommend It: It saves time, boosts consistency, and delivers actionable insights.

Tip: Set your Brand Voice in HubSpot for consistently on-brand social posts.

Subscription Requirements: Marketing Hub Professional and Enterprise plans.

AI-Driven Customer Agent: A Conversational Tool for Marketing and Sales

Your website visitors have questions—they want answers fast, and they want them without digging through FAQs. Enter the AI-Driven Customer Agent: a conversational AI tool that delivers instant, on-brand responses tailored to your audience.

How Pivot Uses the AI Customer Agent:

• Sales and Marketing Assistant: We’ve trained our AI Customer Agent with content from blogs, knowledge base articles, and web pages to provide helpful, accurate answers with Pivot’s signature wit.
• Tone Customization: Responses aren’t just accurate—they match our brand voice every time.
• 24/7 Availability: Whether it’s 2 PM or 2 AM, the Customer Agent is ready to help.

Tip: Train your Customer Agent with rich, brand-aligned content for the most natural and effective interactions.

Subscription Requirements: Available with Service Hub Professional and Enterprise plans.

AI Website Generator: A Basic Tool for Single-Page Sites

Need a quick web presence without a big development lift? The AI Website Generator is HubSpot’s entry-level tool for building sleek, single-page sites.

How Pivot Uses the AI Website Generator: While we don’t use this tool extensively for client projects, we recommend it for:

• Quick Prototypes: Test campaign-specific landing pages.
• Introductory Sites: For smaller businesses dipping their toes into HubSpot’s ecosystem.

Why We Recommend It: It’s an easy way to get started with HubSpot’s web tools without heavy design or coding resources.

Tip: Treat it like a test drive—once you're ready for something more robust, HubSpot’s Content Hub offers advanced website tools.

Subscription Requirements: Available with Marketing Hub Starter, Professional, and Enterprise plans.

AI Email Writer: Quick and Effective Email Generation

Emails are still one of the most effective ways to engage leads and customers, but writing them can eat up valuable time. Enter the AI Email Writer —your shortcut to polished, professional emails.

How Pivot Uses the AI Email Writer:

• Follow-Up Emails: Post-meeting summaries with clear next steps.
• Introductory Messages: Personalized outreach for new leads.
• Cold Outreach Campaigns: Contextualized, engaging drafts ready for fine-tuning.

Tip: Be clear with your prompts—include goals, audience details, and tone preferences for the best results.

Subscription Requirements: Available with Marketing Hub Professional and Enterprise plans.

Form Shortening: Streamlining Lead Capture for Better Conversion Rates

Every extra form field is a hurdle for potential leads. Form Shortening removes the friction by asking only essential questions and enriching the rest automatically.

How Pivot Uses Form Shortening:

• Simplified Forms: Display only the email field for known or enrichable contacts.
• Data Enrichment: Automatically pull details like first name, last name, and company domain from available data.
• Multi-Step Forms: Break down longer forms into digestible steps.

Examples in Action: On a lead-generation page, we implemented Form Shortening and saw a 50% increase in conversion rates.

Why We Recommend It: Less friction, more leads. It’s that simple.

Tip: Start with essential fields—shorter forms almost always perform better.

Subscription Requirements: Available with Marketing Hub Enterprise plans.

Buyer Intent Data: Targeting Leads with High Conversion Potential

Imagine knowing which leads are actively interested in your services before you even reach out. Buyer Intent Data gives you exactly that insight.

How Pivot Uses Buyer Intent Data:

• High-Intent Targeting: Identify which companies are showing active interest.
• Strategic Outreach: Pair insights with LinkedIn Sales Navigator to find the right contacts.
• Prioritized Follow-Up: Focus efforts on the leads most likely to convert.

Examples in Action: Using Buyer Intent Data, we pulled a report highlighting high-intent companies in our target market, leading to higher-quality outreach and a better prospect-to-close ratio.

Why We Recommend It: Stop guessing. Start focusing on the leads that matter most.

Tip: Combine Buyer Intent Data with LinkedIn Sales Navigator for maximum impact.

Subscription Requirements: Available with Marketing Hub Enterprise plans.

Data Enrichment: Keeping Your CRM Fresh and Reliable

Your CRM is only as good as the data inside it. Data Enrichment keeps your records accurate, complete, and up-to-date—without the manual work.

How Pivot Uses Data Enrichment:

• Dynamic Updates: Automatically refresh contact and company details.
• Personalized Outreach: Use enriched data to tailor messaging and outreach.
• Reduced Manual Entry: Save time and avoid human error.

Why We Recommend It: Clean data means smarter marketing, better outreach, and fewer missed opportunities.

Tip: Schedule regular data refreshes to keep your CRM consistently reliable.

Subscription Requirements: Available with Marketing Hub Enterprise plans.