Looking for examples of AI-driven HubSpot deal intake form + conversational follow-up?

Hi @MReis12 !

Maybe you can use HubSpot Breeze Intelligence, to enrich data so the forms can be shorter, and based on the data collected on the form, either by manual input or enrichment, you can ask Breeze (through a workflow action that was triggered by form completion for example) to craft a personalized follow-up message so that your reps only have to do some minor touch ups before getting back at the prospect, or have Breeze suggest questions to improve the information available . You can also have it investigate company news to bring context to the rep.

I suggest you add delays in the workflows in between AI actions, because if it doesn’t have time to process, the field will not populate. After testing it, you can check if you can decrease the wait time between actions.

Hope this helps!