The Evolution of AI in HubSpot: A New Era for Admins

As artificial intelligence (AI) technology continues to advance, it is bringing transformative changes to the way we manage customer relationship management (CRM) systems like HubSpot. AI is no longer just a buzzword; it's becoming an integral part of how businesses operate. For HubSpot admins, this means a significant shift in roles and responsibilities. Gone are the days when admins were limited to manual data entry and routine tasks. The rise of AI features within HubSpot is ushering in a new era where admins can leverage advanced tools to enhance their capabilities and efficiency.

HubSpot has already introduced more than 73 AI features, and this number is continually growing. These features are designed to automate various aspects of CRM management, from data analysis to personalized customer interactions. For instance, AI-powered data model recommendations can help admins generate tailored configurations for their CRM, making the onboarding process smoother and more efficient. Imagine speaking to HubSpot's AI interface, much like you would with ChatGPT, and having it handle complex tasks in real-time. This is not a distant future; it's happening now.

Opportunities and Challenges in AI-Driven CRM Management

While the integration of AI in HubSpot offers us numerous opportunities, it also presents several challenges. Many admins worry that AI will render their roles obsolete. However, as we discussed on our last experts panel, the key is to view AI as a tool that complements human skills rather than replaces them. With AI we can help your business handle repetitive and time-consuming tasks, allowing admins to focus on more strategic and creative aspects of their roles.

Another challenge lies in understanding the limitations of AI. Business leaders must recognize that while AI can automate many processes, it is not infallible as it is still a work-in-progress. We always tell our clients that there is a risk of over-reliance on AI, which can lead to poor decision-making if the technology is not used correctly. For example, when you do AI-generated workflows they may seem correct at first glance, but without proper oversight, they can cause issues down the line. Admins need to maintain a critical eye and ensure that AI outputs align with business goals and data integrity.

On the bright side, admins can use AI to automate routine tasks, such as data entry, email sorting, and customer segmentation. This automations frees up valuable time, allowing admins to focus on higher-level tasks that require human insight and creativity. For instance, you can use AI and Copilot to help generate accurate and detailed descriptions for workflows, properties, and other CRM elements, making it easier for teams to understand the purpose of each tool and increase adoption.

Enhancing Admin Capabilities: Leveraging AI to Streamline Workflows

We already mentioned that AI in workflows should have proper oversight. It's also worth mentioning that in order to be able to use AI properly you need to have a very good understanding of the data model in the CRM, meaning knowing the objects and properties you can ask AI to use.

AI can also assist in creating more efficient and effective workflows. By analyzing existing data and patterns, AI can suggest improvements and optimizations that admins might not have considered. This proactive approach to workflow management can lead to significant gains in productivity and accuracy. Admins can then test these AI-generated workflows in a controlled environment, ensuring they meet the desired outcomes before full implementation.

Taking AI to the next level, we can now include Ask Breeze actions in our workflows or even include OpenAI in custom coded actions to take automations to the full power of it.

Managing Unstructured Data with AI: Turning Chaos into Clarity

A substantial portion of data within HubSpot is still unstructured, residing in emails, call logs, and other text-based formats. Managing this unstructured data has always been a challenge for all of our clients. However, with AI we can now make it possible to process and analyze this data more effectively. A great example are tools like Fathom that can transcribe and analyze meeting notes, providing valuable insights and action items without the need for manual note-taking. This, of course, can be synced into your HubSpot's records.

Moreover, with AI we can help you identify patterns and trends within unstructured data, turning what was once chaotic information into actionable insights. For example,  we can help you classify and segmenet your database or analyze customer interactions to detect sentiment and predict potential churn. This will empower your teams to take proactive measures to address issues before they escalate. By leveraging AI, business can gain a deeper understanding of their customers and make data-driven decisions that enhance customer satisfaction and loyalty.

We invite you to relive the session led by Lucy Abal with Martin Angeletti at the Profoundly event about AI:

Real-World Applications: How AI is Currently Utilized in HubSpot

Breeze AI allow admins to automate data enrichment, data maintenance and cleanup processes (specially if you have Operation Hub). This reduces the need for extensive manual workflows and ensures that data remains accurate and up-to-date. However, it's important to note that while AI can handle many tasks, human oversight is still crucial. Admins must regularly review and validate AI-generated outputs to ensure they meet the required standards.

Future-Proofing the Admin Role: Adapting to an AI-Enhanced HubSpot Environment

As AI continues to evolve, it's essential for HubSpot admins to adapt and stay ahead of the curve. This involves continuous learning and experimentation with new AI features. Admins should approach AI with curiosity and a willingness to explore its potential applications. By doing so, they can identify areas where AI can add value and implement solutions that enhance their capabilities and the businesses results.

Moreover, admins should focus on developing a strong understanding of data modeling and CRM best practices. This knowledge will enable them to effectively leverage AI tools and ensure that AI outputs align with business objectives. Finally, admins should embrace AI as an accelerator that amplifies team's skills and allows them to achieve more in less time.

Ready to revolutionize your CRM strategy with AI? Discover how Andimol AI services for HubSpot can help you harness the power of AI to transform your admin roles and drive business success. Visit our AI HubSpot Services landing page to learn more.