topic Re: Strategies To Success By Use AI in Sales Integrations

Strategies To Success By Use AI

SQasim3 — Thu, 07 Sep 2023 14:03:08 GMT

Hey Hubspot Community!

Any one know how can we find new customers more effectively using AI?

Warm regards,

Sam

Re: Strategies To Success By Use AI

BérangèreL — Fri, 08 Sep 2023 07:13:41 GMT

Hi @SQasim3,

Thank you for reaching out to the Community!

What exactly are you looking for, please? Do you need more data to find potential customers?
Which data would you like to have?

First, I'd like to share these resources that might help you:

- How AI Helps With Sales Prospecting
- Get started with the ChatSpot AI assistant (BETA)

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer, @Jnix284 and @Josh, do you have any suggestions to help @SQasim3, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a lovely day!

Best,
Bérangère

Re: Strategies To Success By Use AI

Gilempert — Mon, 11 Sep 2023 08:26:36 GMT

Hi @SQasim3, how are you?

You can use the Website Visits tool in HubSpot if you have the tracking code installed, to see which companies are visiting your website.

You can also use tools like Clay to prospect, and Clearbit to track visitors, intent and match companies based on ICP (Ideal Customer Profile)

Hope that helps!

Kind regards,

Re: Strategies To Success By Use AI

SQasim3 — Mon, 11 Sep 2023 16:11:05 GMT

Hi Bérangère, i want to create this project and want a know the right way to create this step by step,can i create this with hubspot API.. or just create an application by using C# or Java and then connect that with Hubspot? If you know please guide me! my project is h down below.

Customer received product samples(by mail). Customer receives an email if they see any opportunities with our products in their projects. When the customer opens the email and reads it, AI will call the customer directly after X minutes. and send a notification to us about it at the same time) Push notifications should appear indicating that we will call the customer in 2 minutes. is it possible to create this project?

If the customer doesn't respond, we will send an SMS. thanks/ Sameera

Re: Strategies To Success By Use AI

Gilempert — Wed, 13 Sep 2023 08:15:34 GMT

Hi @SQasim3 , if you have Marketing and Sales Pro, you can create a workflow where if the client opens (beware of apple privacy policy affecting this trigger) or clicks an email, a notification gets sent to the contact owner (for example) for them to make the call. If the contact doesn't answer, they should label the call as unanswered, and make that a trigger for the SMS to be sent.

That's an example, you can always work on the process further and work with other integrations to automate and involve different tools as much as you like. If what you are looking for, is not available in the HubSpot marketplace, you can probably integrate it anyways, I'm adding this link in case you want to further investigation: https://developers.hubspot.com/docs/api/overview

Hope that helps 🙂

Kind regards,

Re: Strategies To Success By Use AI

SQasim3 — Thu, 14 Sep 2023 07:43:53 GMT

Thank you so much @Gilempert !☺️

Re: Strategies To Success By Use AI

MMaximov — Tue, 17 Sep 2024 19:13:40 GMT

Hey Sam!

One way would be to enrich company data by AI agents scouring the web for specific prospect data.

For example, for a videostreaming platform, it would be valuable to know if an inbound lead is in telemedicine/remote education/etc. Or, a local delivery provider would want to know if a company in their pipeline has bad Google maps ratings specifically citing subpar delivery.

Let me know if this could fit your sales process, we do this kind of stuff directly in HubSpot! 🙂

Re: Strategies To Success By Use AI

mfrisser — Sun, 15 Feb 2026 18:54:47 GMT

Hey there!
Sometimes AI helps uncover fresh ways to reach people who might want what you offer. Starting with rough drafts of messages works well, followed by adjusting them using Clever AI Humaniser so they feel less robotic. This tool does not cost anything, responds quickly, plus stores each version you create - though every now and then small changes help the rhythm stay comfortable. Another path: let algorithms study where your existing buyers come from, then highlight areas that look alike. Sure, it falls short in some areas - no substitute for real planning or genuine connections - yet still helps you begin faster while cutting hours off preparation. When AI findings mix with your own thinking, results often improve. Patterns emerge slowly, ones you’d likely overlook without assistance, making messages land with better precision. Testing different methods reveals which ones connect strongest with people you aim to reach.