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How do we use AI in our workflows?

Let AI analyze, summarize and enrich data automatically.

In HubSpot's workflows you can add AI actions that do work automatically for every record that enters the workflow. The feature is available in Professional and Enterprise.

Examples of what the AI actions can do

  • Summarize. For example, create a short summary of a ticket or a company's history.
  • Categorize. For example, sort incoming leads by industry or need based on what they wrote in a form.
  • Research. Look up information about a company and fill in fields in the CRM.
  • Fill smart properties. Let AI fill in a property based on data that already exists on the record.

What does it cost?

AI actions in workflows consume HubSpot Credits, roughly 10 credits per action. Read more in the article How much does HubSpot's AI cost?

Tips for getting started

Start with a limited workflow, for example categorizing new leads. Test on a few records and check the result before turning it on for everyone. Write clear instructions for the AI. The more specific you are, the better the result.