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Deploy AI SDR Capabilities Inside HubSpot




HubSpot has almost all the essential features for building your own AI SDR/BDR engine. AI SDR/BDR revolutionizes sales by automating:

  • lead research on Google, their websites, LinkedIn and more,

  • account qualification and segmentation,

  • Writing personalized emails


Personize.ai transforms HubSpot to AI SDR engine. You can run AI agents on thousands of contacts for research, qualification, and personalized outreach directly inside HubSpot.

Unique features of Personize.ai for HubSpot?

  • Highly Customizable – Personize offers industry-specific AI researchers, qualifiers, reasoners, and writers designed to align with your sales strategy and target market.

  • Scale and Automate – Run AI agents across thousands of contacts with a few clicks, eliminating repetitive tasks and automating months of manual work within minutes.

  • Unbeatable Pricing – Our pricing is optimized for companies with massive databases to leverage AI agents to research, qualify, reason, ask questions, make decisions, and write to customers with confidence.


Personize enables your sales team to stay focused on high-value opportunities while AI agents handles routine outreach. AI agents will do in-depth lead research, personalized outreach, and automated qualification, turning manual, time-consuming tasks into seamless, scalable processes.


Here, we introduce one multi-agent template for you to get started:


With the 'Personalized Email with Google - HubSpot Optimized' pre-built template, you can research companies, craft personalized emails based on the insights gathered, and ensure the emails are optimized for HTML formatting in HubSpot.


Steps to Follow:

  1. Login to Personize Studio

    • You will see pre-built templates on the left side.

  2. Select "Personalized Email with Google - HubSpot Optimized"

    • Choose this from the Pre-Built templates list and click the Run button to launch the workflow.

  3. Choose HubSpot as the Source

    • Select your list inside HubSpot and choose the relevant properties: First Name, Job Title, Company Name, and Website URL.

  4. Provide AI Agent Inputs

    • Feed the Company Researcher, Email Writer, and HTML Checker agents with the necessary information.

    • Optional but recommended: Include the "Avoid List" and "Sample Emails" for better personalization and error reduction.

  5. Set the HubSpot Destination

    • Map the outputs to HubSpot properties and submit the run to execute the workflow.


Inputs from HubSpot

  • Lead's First Name

  • Lead's Title

  • Lead's Company Name

  • Lead's Website URL


Personize Variables Needed

The following information may not be available in your inputs, and you may use it across several agents. You can use our Variables to introduce them to Agents.

  • Sender's First Name

  • Sender's Title

  • Sender's Company Name

  • Pitch

  • Avoid List (Optional)

  • Sample Emails (Optional)


We will share more templates publicly or you can book a demo with us to get your tailored templates. With Personize, you will get several key benefits inside HubSpot:

  • Automated Lead Qualification: AI agents analyze incoming leads, qualify them, and trigger the next best action.

  • Scalable Personalization: Send thousands of personalized emails that reflect deep research and insight.

  • Enhanced Efficiency: Free your SDRs from manual tasks and let them focus on high-priority leads.


Add pre-built templates into HubSpot workflows

Once a new lead is added, it can trigger this multi-agent processing within HubSpot workflows. How? When you are satisfied with the outcomes, open your Run in Personize Studio and generate a Template ID. The Run template will then appear in HubSpot workflows, ensuring smooth automation and enabling you to expand your AI SDR across various campaigns.



Build your AI SDR today and watch your HubSpot workflows transform into revenue-generating machines.





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