Sales and Marketing teams often struggle with balancing time between selling and administrative tasks.
Recent studies show that sales reps spend a staggering 70% of their time on non-selling tasks like CRM updates, prospect research, and personalization efforts ((State of Sales, Salesforce).
This leaves only 30% of their time for actual selling and building relationships, highlighting inefficiencies that cost businesses both time and revenue.
With Cubeo AI’s new integration with HubSpot, this dynamic shifts.
We’re excited to announce the integration of Cubeo AI with HubSpot! This integration brings Cubeo AI’s suite of AI Agents into HubSpot’s CRM, creating a powerful, all-in-one solution for intelligent, personalized, and organized lead management.
From finding ideal prospects to automating lead enrichment and personalized outreach, this integration gives sales and marketing teams a data-driven workflow that increases engagement and conversions.
By automating lead management tasks directly within HubSpot, teams can reclaim time, streamline workflows, and focus on meaningful interactions that drive revenue.
Table Of Contents
What Does the Cubeo AI + HubSpot Integration Offer?
The Cubeo AI integration transforms HubSpot into a powerhouse for efficient lead management:
- Automated Lead Enrichment: Automatically populate HubSpot with critical lead information, such as job titles, LinkedIn profiles, and company insights.
- Streamlined Task Management: Automate follow-up tasks, reminders, and notes to ensure no detail is overlooked.
- Personalized Prospect Insights:Leverage actionable data from Cubeo AI’s agents to tailor outreach and increase engagement.
- Real-Time Updates: Sync data automatically, keeping your CRM accurate and up-to-date at all times.
How to Use Cubeo AI with HubSpot
Cubeo AI’s AI Agents are built to enhance your HubSpot experience by automating everyday tasks and enriching data. Here’s how they work:
- Find Contact/Company: Retrieve detailed information about contacts or companies in HubSpot, perfect for meeting prep or sales calls.
- Create Contact/Company: Add new contacts or companies to HubSpot using insights from conversations or LinkedIn.
- Update Contact/Company: Keep CRM records accurate with real-time enrichment using the AI Prospect Researcher Agent.
- Add Notes to Contacts: Record key conversation details directly in HubSpot.
- Add Tasks to Contacts: Set follow-ups or reminders to ensure timely engagement.
- Associate Contacts to Companies: Link leads to their organizations for clear relationship tracking.
How Cubeo AI’s AI Agents Power the Integration
Cubeo AI’s AI Agents work together seamlessly within HubSpot to manage every stage of the lead lifecycle. Each agent has a specific role, and together they form a complete solution for effective lead management.
- Lead Finder Agent: Identifies high-value prospects aligned with your Ideal Customer Profile (ICP) and imports them into HubSpot.
- Lead Enrichment Agent: Automatically adds key details to lead profiles for complete, actionable records.
- Lead Scorer Agent: Scores and prioritizes leads based on their fit and engagement level.
- Prospect Researcher Agent: Provides deep insights into companies and decision-makers, enabling highly personalized outreach.
To understand how these AI Agents work collaboratively to streamline lead management, check out our blog post: How Cubeo AI’s Team of AI Agents Work Together for Effective Lead Management.
Why This Integration Matters
By integrating Cubeo AI with HubSpot, your team can:
- Save Time: Automate manual tasks, cutting admin work by up to 70%.
- Avoid Distractions: Centralize prospect research, data enrichment, and CRM updates in one platform, reducing the risk of getting sidetracked.
- Boost Productivity: Spend more time selling and less time managing CRM updates.
- Enhance Data Accuracy: Ensure all CRM records are always complete and reliable.
- Strengthen Collaboration: Align sales and marketing teams with centralized, enriched data.
How to set-up
Setting up Cubeo AI’s HubSpot integration is simple and requires no technical expertise:
- Log into Cubeo AI and navigate to the Tools tab.
- Select a HubSpot tool and click “CONNECT.”
- Authorize Cubeo AI to access your HubSpot account.
- Configure your AI Agents and workflows for seamless automation.
For detailed instructions, visit our documentation.
Custom Workflows: Automation Tailored to Your Needs
Do you want to go even further with custom workflows? Cubeo AI can help you create custom workflows to automate tasks like finding leads, lead enrichment, prospect research, and adding leads to your CRM. These workflows align with your unique sales process, saving time and ensuring your CRM stays accurate without manual effort.
With custom workflows, you can automatically:
- Find leads matching your Ideal Customer Profile (ICP) and add them directly to your CRM.
- Automatically enrich leads with LinkedIn profiles, job titles, and company details.
- Trigger prospect research or scoring when leads take specific actions.
- Set follow-ups or reminders to stay on top of key milestones.
Need help setting this up? Schedule a consultation today to get started!
Need Help Setting Up?
We’re happy to offer a personalized demo or workshop to help you set up your AI Agents, customize them for your business needs, and connect them with HubSpot. Our team is ready to guide you through the process to ensure you’re maximizing the integration’s potential.
Ready to elevate your sales process?
The Cubeo AI + HubSpot integration makes lead management smarter and more efficient.
Automate tedious tasks, enrich CRM data, and focus on building relationships that drive results.
Whether you aim to save time, increase accuracy, or close more deals, this integration equips your team with the tools to succeed.
Simplify lead management today—connect, automate, and grow with Cubeo AI and HubSpot.
