Hello everyone! We're exploring ways to enhance our pipeline lead scoring and automation in HubSpot using AI. Specifically automating these steps:
AI fetching detailed activity logs (emails, calls, meetings, etc.) and properties of accounts from HubSpot.
Scoring leads basis a set of parameters we define (including the ones in #1)
Automating further workflows basis lead score - regular prioritised lists of who to outreach, when to outreach, etc.
More AI usecases in this workflow
Has anyone successfully implemented a similar AI-driven approach in their Sales pipeline setup? If so, I'd love to hear about what AI modes, workflow automation tools, etc are you using? + Any thoughts and suggestions are welcome :)
Hey Neil, We're open to exploring external software. I'd love to know more about how this can be done.
Thanks for getting back!
Ok. Im not a Hubspot expert..So based on the question I’m assuming Hubspot doesnt have this feature already?
Yeah, it doesn't
lead scoring happens on hubspot but basis the set properties with clear values
The painpoint AI will help solve is go through the Hubspot activity of the account - what kind of coversation and replies we have had, what's the buying sentiment, when's the last we chatted and use these parameters for scoring and prioritising leads to be followed up with by the sales rep
Hi Nimisha, I'm working on something similar now. Pulling from Hubspot, Outreach, G2, and LinkedinAds. I'm doing this completely custom in AWS. The technology/flow is:
Built my own API connectors for each system using AWS Lambda with nightly refresh. This is pretty easy to do with some help from ChatGPT which you can feed the API details to and have it write the scripts.
Building a few individual lambdas to tranform, calculate, analyze data (including some that send data to OpenAI API). I then store all the raw data simply as CSV files in S3.
One more lambda function that aggregates the data, finalizes the calculation and builds the final account-by-account table (the can then be fed back into Hubspot if needed)
Happy to chat further.
Hey Nimisha with regards to capturing data from meetings and dialler calls, then pushing then to HubSpot automatically, then scoring a deal with meetings+calls+emails, along with scoring how even your rep performed against each, we can score that as well and populate to your HubSpot. Catch up 1:1?
