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Harness the power of Gen AI inside your HubSpot. Build an army of AI agents who can read, research, analyze, and write like your best salespeople.

We will assist you with setting up your initial pipeline.

If you are on HubSpot's Professional or Enterprise plans and actively using Sequences, Playbooks, and CMS, we will assist with your first pipeline at no cost for a limited time and without a contract.

How to Automate Personalized Email Campaigns in HubSpot - No Code Studio

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What does it mean if you gain an ability to engage thousands of contacts personally might just be your biggest competitive edge? This blog is for HubSpot users with Professional and Enterprise accounts, but you can also extend it to other CRMs which I will cover in other posts.

 

If you are CEO, CMO, or a VP of Sales with a sales team managing extensive databases in HubSpot, or if you’ve invested heavily in building these databases through inbound marketing, paid efforts, or external sources like ZoomInfo, Apollo.io, Lusha, and Crunchbase, this guide is tailored specifically for you.

 

Follow these steps and you learn in a few minutes how to deploy unlimited AI/ChatGPT agents on your HubSpot Contacts, generating highly personalized sequences and playbooks for each individual contact based on meticulous research.

 

You'll learn a transformative no-code approach to how you interact with your prospects and customers.

 

Step 0: Pre-Integration Setup

Before diving in, ensure you have a HubSpot account with the required permissions to test integrations, and create a Personize account to get started.

New users, please add your OpenAI API key available here: platform.openai.com/api-keys

Step 1: Connect HubSpot to Personize

  1. Log in to your Personize account. Navigate to the Integrations page via the left-side menu.

  2. Find the HubSpot integration option and select "Connect". You will be prompted to log in to your HubSpot account to authorize Personize to access your data.

  3. Ensure the connection is successfully established by checking the status on the Personize Integrations page.

Step 2: Sync Contacts from HubSpot to Personize

  1. Choose Sync In Option: In Personize, select "Sync In" and choose a list from your HubSpot contacts. You can sync from both static and dynamic lists.

  2. Select properties to sync: for the test, please choose first name, title, company name, and Person LinkedIn URL

  3. Initiate Sync: Begin the syncing process. Please go to Data tab to confirm that your HubSpot contacts appear in Personize Studio, verifying the sync has been successful.

 

Step 3: Build and Run Your Gen AI Agents/Models

  • Go to Runs

  • Select Your Table/File

  • Step 1: Use LinkedIn Enrichment to process Person's LinkedIn URL

  • Step 2: Add a step. In this step, you can select from your existing skills, create a new one or import skills built by others (by clicking on the + button)

  • For this example, choose Import.

  • Use this Share Code: 829b628b-77eb-41a1-81d9-106b4f8bb70f

  • Now you can see the Personalized Cold Email Writer 1.01 is added to your Skills. Select this Skill.
  • On the right side of the drop down, you see a pen icon, click on it to edit this skill.

 

  • Add the following to this Skill in the prompt section:

    • Sender First Name

    • Sender Title

    • Sender Company Name

    • Your Pitch

    • Your CTA in the email.

In the prompt section, you see {{variable}}. These variables will be replaced by the value inside the row for each lead. You learn more about them in the next part.

  • You can edit other parts of the Skill as you wish.

  • Now, go back and select the Skill.

  • You now need to map columns/variables inside your file to the variables inside the prompt.

    • Lead First Name

    • Lead Title

    • Lead Company Name

    • Lead Person LinkedIn Summary (generated in previous step)

  • Choose the destination. You can add a new column and call it "generated email" and save.

  • Now choose "generated email" for the destination.

  • Go to the final step "Destination". Write a name for your Run.

  • Submit Your Run.

  • Wait for a few seconds/minutes.

  • Review and Optimize: After running your agents and tools on the selected range of rows, it is time to review the generated outputs. Optimize the AI models as needed to ensure the results meet your expectations.

Step 4: Sync Results Back to HubSpot

  1. Review Results: Open the corresponding file in the Data tab to review the results, generated by your first model.

  2. Map Contact IDs: In the integration page on Personize, ensure that the Contact ID in your file is mapped correctly to the Contact ID in HubSpot.

  3. Sync Back: Follow the steps on the integration page to sync the processed data back to HubSpot. Focus on syncing only the properties containing generated results to corresponding custom fields in HubSpot.

Step 5: Testing

Check that the synced data appears correctly in your HubSpot account. Pay special attention to custom fields to ensure the data from Personize has been accurately transferred.

 

Quick Overview of What Happened

You are now fully onboarded! 🚀

Need help? Please do not hesitate to book a private onboarding session with our team.

Enjoy the seamless integration between Personize Studio and HubSpot, making your marketing efforts more efficient and personalized. With the HubSpot app installed on Personize Studio, you can leverage the power of ChatGPT agents to create personalized content per each contact and sync the generated results directly with your HubSpot account.

 

Applying What You've Learned

Now that you've grasped the power of automating personalized email campaigns in HubSpot with Personize, let's discuss how to integrate these newfound capabilities into your workflow effectively.

 

Here's a breakdown of the new processes and tasks you'll need to incorporate, along with the potential impact on your productivity and engagement rates.

Gen AI Operations

Model Creation and Optimization

Dedicate time to building and refining your AI models in Personize Studio. Experiment with different prompts, review generated outputs, and fine-tune your models to ensure they align with your brand voice and communication objectives.

Syncing and Data Management

Regularly sync your HubSpot contacts with Personize to ensure your AI models have access to the latest data. Monitor the syncing process to address any issues promptly and maintain data accuracy.

Review and Testing

Allocate time to review the generated results from your AI models. Verify the accuracy and relevance of the personalized content before syncing it back to HubSpot. Conduct thorough testing to identify any discrepancies or errors.

Integration Maintenance

Stay informed about updates and developments in both HubSpot and Personize to optimize your integration. Monitor performance metrics and user feedback to identify areas for improvement and implement necessary adjustments.

 

ROI and Benefits

By implementing these new processes and tasks, you can significantly streamline your email marketing efforts and achieve higher levels of engagement. Here's how:

Automation Efficiency

With the power of AI-driven automation, you can reduce the time spent on manual email crafting and personalization. Tasks that once took hours can now be completed in minutes, allowing you to focus on strategic planning and creative initiatives.

Scalability and Reach

By automating personalized email campaigns, you can scale your outreach efforts without compromising quality. Reach thousands of contacts with tailored messages that resonate with their individual interests and preferences.

Engagement and Conversion Rates

Personalized communication has been shown to drive higher engagement and conversion rates. By delivering relevant content to your audience, you can nurture leads more effectively and move them through the sales funnel with greater efficiency.

Depending on the size of your contact database and the complexity of your email campaigns, the time and contact savings can vary. However, as a rough estimate:

  • 2 hours per day per SDR - Time Savings: You can potentially save hours of manual work per campaign, allowing you to reallocate resources to other critical tasks.

  • 30-500% increase in conversions: With personalized communication, you can expect to see improvements in engagement metrics such as open rates, click-through rates, and response rates.

  • Automated Personalization At Scale: As you become more proficient with the integration, you can automate a larger percentage of your email marketing efforts, reaching more contacts with personalized content.

 

By leveraging the integration between HubSpot and Personize to automate personalized email campaigns, you can unlock new levels of efficiency, scalability, and engagement in your marketing efforts. Embrace these new processes and tasks, and watch as your productivity and results soar.

 

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Question: I do not have LinkedIn URL for my contacts. What can I do?
  1. You have two options. You can use our Web Scraper tool and scrape their website. You need their website URL in your HubSpot. This tool works 90% of domains as some of them are trickier to scrape

  2. Another solution is our Advanced Researcher tool, which needs a query. You need to build this query with a simple Skill. This tools will use search engines to find top 5 links about the company by using the query and analyze them for you.

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Import this Skill "Query Builder":

Share Code: 7bbb6090-cf8e-42fe-bd08-c74f7e2c5a24

 

Note: Please review and if needed edit the skill prompt before using it.

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