What is the Hubspot Data Agent? Top reasons to use it.

HubSpot Data Agent

It goes beyond simple automation by proactively pursuing objectives, adjusting to new information, and performing multi-step tasks without constant human oversight.

• Answer questions: It can summarize complex CRM records or find specific information to answer questions for your team.
• Create content: It can generate content, such as emails, social posts, or knowledge base articles.
• Automate tasks: It can perform multi-step actions, such as qualifying leads, resolving support tickets, or updating contact properties.
  
  

Key Features and Capabilities

The HubSpot Data Agent uses various "smart" features to integrate seamlessly into your existing workflows.

• Smart Properties: These are custom properties that the Data Agent populates with specific, AI-driven answers. For example, you can create a Smart Property to summarize a company's recent news from their website or a prospect's most recent interaction with your sales team.
• Smart Actions: You can set up workflows, incorporating custom actions for the Data Agent. This allows for more dynamic and responsive automation of data changes.
• Smart Columns: In HubSpot's Data Studio, you can use AI to research and analyze your data and add new columns to datasets, helping you uncover more profound insights.

How to Set Up the Data Agent:

Setting up the Data Agent and its related features is straightforward.

1. Navigate to the Data Agent Dashboard
   
   In your HubSpot account, go to Data Management > Data Agent.
   
   

1. Choose a Starting Point:

   • Quick Start: Select from pre-built "smart property" templates or create one from scratch based on quick actions.

   • Create a Smart Property: You can generate a Smart Property by entering a prompt into the text box.

1. Define the Action:
   • Specify Your Query: In the "What do you want to know?" text box, describe the information you want to gather. You can reference other CRM properties using property tokens.
   • Select a Data Source: Choose where the AI should get its information from. Options include Web research, Company website, Property data, or Call transcripts.
   • Preview and Apply: Review the preview of the generated data to ensure it meets your needs, then click Apply changes. The Data Agent will begin populating the new property.
     
     

Benefits of Using a Data Agent:

Integrating the Data Agent into your HubSpot platform offers significant advantages across your organization.

• Increased Efficiency and Time Savings: The Data Agent automates repetitive and time-consuming tasks like data research, lead qualification, and reporting. This frees your teams to focus on high-impact activities like closing deals and building customer relationships.
• Enhanced Personalization: By analyzing CRM data, the Data Agent can provide highly specific and contextual insights. This allows your teams to create more personalized marketing campaigns, sales outreach, and customer support, leading to better engagement and higher conversion rates.
• Improved Data Quality: The Data Agent can help clean and enrich your data by filling in missing properties and summarizing key information. This ensures your CRM is always up-to-date and accurate, leading to better decision-making.
• Proactive Insights and Automation: Unlike traditional, rule-based workflows, the Data Agent can recognize patterns, predict likely actions, and trigger the right processes in real-time. It can identify high-priority leads, spot potential customer service issues before they escalate, and suggest optimal follow-up times.
• Seamless Integration: As an AI tool built directly into the HubSpot ecosystem, the Data Agent works with your existing workflows and data, eliminating the need for complex external integrations.