Our Top 5 Practical AI Hacks for HubSpot (Beginner friendly)

If you're new to the world of HubSpot or just beginning to explore its AI capabilities, it's easy to feel overwhelmed. With so many different tools competing for your attention and limited time to master them all, where do you actually begin?

The good news: you don't need to become an AI expert overnight. HubSpot's built-in AI tools can deliver immediate value without the typical implementation nightmares or steep learning curves most marketing technology demands.

We've compiled five recommendations on where to start – tactics that will save you time, optimise your limited resources, and most importantly, improve your lead quality – all within your existing HubSpot investment. No additional purchases required, just smarter use of the platform you're already paying for!

Or if you’re ready for the next step, attend our AI Training session on 15th May.

1. Lay the Foundation by Turning On Your AI Settings

You'd be surprised how many portals we audit where the AI tools haven’t been properly activated. Many beginners might find themselves in the "AI setup maze," but it doesn't have to be complicated. This foundational hack is simply about correctly configuring your HubSpot AI features.

Quick implementation checklist:

• Settings → Account management → AI → Access tab
• Toggle ON these critical switches:
  • "Give users access to generative AI tools" (the master switch)
  • "CRM data" (for personalised content creation)
  • "Customer Conversation Data" (for insights from actual interactions)
  • "Files data" (leverage your existing content)
  • "Give users access to Copilot" (your AI assistant)

Pro tip: While in the AI settings, click over to the Data sources tab and complete your Brand Kit, Company Profile, and ICP information. This 5-minute investment ensures all AI-generated content aligns with your specific brand voice and target audience – critical for maintaining consistency when multiple team members create content.

Read the full HubSpot hack here for details. 

2. Get better quality leads by strategically enriching data 

If you're like most marketers we work with, you're probably paying for data enrichment but not maximising its ROI. Instead of enriching every contact that enters your database (a costly approach), focus your Breeze Intelligence on the leads most likely to convert. As of December 2024, you can focus your enrichment efforts on the leads that matter most by building a workflow to target only leads in certain lifecycle stages. 

Implementation steps:

• Navigate to your data enrichment settings and ensure workflow access is enabled
• Turn OFF automatic enrichment (this is crucial for controlling costs)
• Build a targeted workflow that only enriches contacts at specific lifecycle stages (MQLs or SQLs)
• Add these enriched contacts to a dedicated static list for tracking performance

You can read the full step-by-steps here. 

3. Cut research time with AI and the Sales Chrome Extension

For your sales team managing multiple accounts, research time is a significant resource drain. This practical hack combines the HubSpot Sales Chrome Extension with Breeze AI to transform prospecting efficiency.

Value to your team:

• Research new accounts without leaving their website
• Add qualified prospects directly to your CRM in one click
• Set up automated news alerts for key accounts
• Generate personalized outreach talking points

This isn't just an efficiency play – it's about redirecting your expensive sales resources toward revenue-generating activities. For full details of how to do this, click here. 

4. Maintain brand consistency with the Brand Voice tool

With agencies, freelancers, and internal team members all creating content, maintaining a consistent brand voice becomes nearly impossible without systems. HubSpot's AI-powered Brand Voice tool solves this!

Once configured, any team member can highlight content they're creating and use the AI Content Assistant to apply your brand voice instantly. This ensures consistency across channels while reducing the review burden on you.

Quick setup process:

• Settings → Account Defaults → Branding → Brand Kit → Brand Voice tab
• Click "Generate Brand Voice"
• Upload your best-performing content sample and identify your target audience
• Review the AI-identified Personality and Tone markers
• Add your mission statement and content applications for context

Read the full set of instructions here.

5. Transform existing content into Multi-Channel assets

With constant pressure to produce more content with the same resources, HubSpot's Content Remix tool is a resource optimisation powerhouse. This allows you to extract maximum value from your existing content investments.

Implementation process:

• Content → Remix
• Select high-performing existing content or paste in new text
• Generate multiple formats from a single piece:
  • Social media posts tailored by platform
  • Email sequences
  • Ad copy
  • Blog content

As of March 2025, you can also remix videos and use multiple pieces of content as a starting point!

For full details on how to do this, click here.

Making These AI Tools Work for Your Team

The real value of these HubSpot AI hacks isn't just in the technology – it's in how they solve specific challenges you might be facing.

Remember, the goal isn't implementing AI for its own sake – it's about delivering better marketing results with your existing team and budget. That's the practical approach that separates marketing leaders from the pack in 2025.

Want a personalized assessment of which HubSpot AI tools would deliver the fastest ROI for your specific marketing challenges? Let's talk.

If you’re looking for more advanced hacks around AI, make sure to attend our training session.