HubSpot AI

Import Lead List Into CRM

Import all existing contacts into HubSpot to start centralized management.

Go to Contacts > Import, upload the Excel/CSV file of the lead list, map the data columns to the correct fields in HubSpot.

Carefully check the mapping of the email and phone number fields to avoid duplicate contacts when importing.

Create Nurturing Email Content Using Breeze

Use AI to quickly draft email sequences for different customer segments.

Go to Marketing > Email, select Breeze Content Agent, describe the email recipient and the goal (e.g., introducing a new feature).

Request Breeze to create 3-4 different email subject line versions to A/B test open rates.

Set Up Automated Workflow

Build a series of automated actions based on lead behavior.

Go to Automation > Workflows, create a new workflow with a trigger (e.g., "opened email 2 times") and actions (send the next email, create a task for sales).

Start with a simple 3-4 step workflow before constructing more complex branching flows.

Enable AI Lead Scoring

Allow HubSpot to automatically score leads based on behavior and demographic characteristics.

Go to Settings > Scoring properties, enable predictive lead scoring and select important criteria (email opens, page visits).

Allow the system to accumulate data for at least 2-4 weeks before fully relying on scores for decision-making.

Attach AI Chatbot for Lead Collection on Website

Add an automated 24/7 lead collection channel directly on the website.

Go to Marketing > Chatflows, create a new chatbot with a script to ask basic information and the needs of visitors.

Keep the chatbot script concise, with a maximum of 3-4 questions to avoid losing customers mid-conversation.

Monitor Funnel Report

Assess the efficacy of the entire process from lead to customer for continuous optimization.

Go to Reports > Funnel report, view conversion rates across each stage (lead > MQL > SQL > customer) to identify bottlenecks.

Review and adjust the workflow monthly based on the stage with the highest drop-off rate in the funnel.