The complete guide to choosing a HubSpot compatible AI agent

HubSpot is a powerhouse for managing sales and marketing. But as your business scales, you start to feel the growing pains. Repetitive tasks start to pile up, your team gets swamped with admin work instead of selling, and leads start slipping through the cracks. It’s a common problem, and it’s exactly why people start looking for a HubSpot compatible AI agent. It’s the tool that helps you automate the boring stuff, speed up response times, and let your team get back to what they’re actually good at.

This guide will walk you through the world of AI agents for HubSpot. We’ll cover HubSpot’s native tools, check out other ways to bring AI into your workflow, and give you a simple framework for picking the right solution for your company.

What is a HubSpot compatible AI agent?

First off, let's get one thing straight: a HubSpot compatible AI agent isn't just a basic chatbot. It’s a smart tool designed to plug right into your HubSpot CRM to automate workflows, take on specific jobs, and give you insights based on your data. You can almost think of it as a new team member who works around the clock and never needs a coffee break.

Here’s a look at what these agents usually handle:

• Automating tasks: They take care of the thankless, repetitive work that eats up so much time. We’re talking about data entry, lead scoring, scheduling follow-ups, and making sure contact records are always up to date.

• Engaging with leads: An AI agent can kick off conversations with new prospects, qualify them by asking the right questions, and then hand off the promising leads to your sales reps.

• Providing insights: By looking at your CRM data, these agents can spot trends, predict which deals are most likely to close, and suggest the best next move for your team.

Adding an AI agent really changes HubSpot from a simple database into an active tool that helps you grow. It makes sure no opportunities are missed and that your team is always working on the most important things.

Understanding HubSpot's native AI agent: Is Breeze a true HubSpot compatible AI agent?

A screenshot of the official HubSpot Breeze AI landing page, which showcases the features of this HubSpot compatible AI agent.

Before you start looking at third-party tools, it’s worth seeing what HubSpot offers itself. The platform has its own set of AI tools, collectively known as Breeze, that are built directly into the system.

Here's a quick look at what's inside:

• Breeze Assistant & Agents: These are specific tools for different jobs within HubSpot. The Content Agent helps write blog posts, the Prospecting Agent gives sales outreach a hand, and the Customer Agent can field support questions. They're all designed to work smoothly as long as you don't stray outside the HubSpot platform.

• Breeze Intelligence: This feature hums along in the background, enriching your CRM data by adding extra company and contact info to give you a clearer picture of your leads.

The limits of a closed system

Breeze is handy, for sure, but it’s very much designed to keep you inside the HubSpot bubble. For businesses that rely on a mix of different tools, this can cause a few headaches.

The first problem is what's often called vendor lock-in. Breeze is at its best when all your company knowledge and data are stored in HubSpot. But what if your team’s internal wiki is in Confluence, your important documents live in Google Docs, and your customer support team uses a helpdesk like Zendesk or Freshdesk? Breeze won't be able to connect to those outside sources, which means your AI is working with only half the story.

Second, you get less control over your workflows. Customizing how Breeze agents work can be pretty rigid. You can't always set detailed rules for which questions get automated and which ones should go to a human, which can feel a bit like an all-or-nothing situation.

And finally, there's the "rip and replace" issue. Let's say you want to use Breeze for customer support, but your team loves their current helpdesk. You're left with a tough choice: either deal with a disconnected system or go through a painful and expensive migration over to HubSpot Service Hub.

HubSpot AI pricing: The cost of a native HubSpot compatible AI agent

Getting access to the more powerful Breeze features isn't exactly cheap. It's bundled with HubSpot's pricier subscription plans (Professional and Enterprise), which is a serious investment.

On top of the monthly fees, HubSpot uses a credit system for a lot of its AI features. For instance, every chat the Customer Agent handles will use up some of your credits. This can make your monthly bill a bit of a guessing game, a busy support month could end up costing you more than you planned for.

While Breeze is a decent place to start for teams who live and breathe HubSpot, its limits on flexibility and control are why many growing companies start looking for a more capable third-party tool.

Three ways to add a HubSpot compatible AI agent

When it comes to plugging AI into HubSpot, you’ve got three main options. Each one has its own pros and cons.

Approach 1: Use HubSpot’s native AI features

This is the simplest route: just stick with the built-in Breeze agents. It's the easiest path and can work just fine for teams that already use HubSpot for everything from marketing to sales and service. If your knowledge base, CRM, and support tools are all under one roof, Breeze can handle basic tasks without much trouble. The trade-off is pretty clear: it's easy, but it’s also the least flexible choice.

Approach 2: Integrate a specialized third-party HubSpot compatible AI agent

This option involves connecting a dedicated AI platform that already has a pre-built integration for HubSpot. These tools are often more powerful and flexible because they were built from the ground up for AI automation.

The advantages are pretty compelling:

• Specialized features: These platforms focus on doing one thing really well, whether that’s customer support, IT service management, or internal questions. That usually means they have more advanced capabilities than a general-purpose tool.

• Flexibility: They play nicely with HubSpot without making you ditch your other tools. You can keep your helpdesk, wiki, and document storage exactly where they are.

• Get going faster: The best platforms are built for a quick, self-serve setup, letting you get started in a fraction of the time it might otherwise take.

For instance, a platform like eesel AI offers a one-click integration with HubSpot and other tools like Zendesk, Freshdesk, and Slack. You can be up and running in minutes, not months, because it's designed for you to set up yourself, no mandatory sales calls or long demos needed. Unlike native tools that are stuck with HubSpot's knowledge base, eesel AI can pull in knowledge from all your different apps, including past support tickets, Confluence pages, Google Docs, and Notion, to give much more complete and accurate answers.

Approach 3: Build a custom HubSpot compatible AI agent from scratch

The last option is to build your very own AI agent from the ground up. This involves using developer tools, APIs from large language models (like OpenAI), and HubSpot's own APIs.

This approach gives you complete customization so you can build an agent that fits your company's unique processes perfectly. But it comes with some major downsides. It needs a dedicated team of expensive developers, a long timeline that could stretch for months, and a pretty big budget for the build and ongoing maintenance. Just managing the integration, security, and bugs is a huge job. This path really only makes sense for massive companies with very specific needs and the deep pockets to fund it.

How to choose the right HubSpot compatible AI agent for your team

Trying to evaluate all the options can feel like a lot, but it really comes down to asking the right questions. Here's a quick checklist to help you make your decision.

1. How easy is it to set up your HubSpot compatible AI agent?

• Ask yourself: How long is this going to take? Will I need a developer? Can I just do it myself?

A flowchart outlining the quick, self-serve implementation of eesel AI, a HubSpot compatible AI agent.

2. How much control do I have over the HubSpot compatible AI agent?

• Ask yourself: Can I decide exactly what the AI does and doesn't do? Can I tweak its personality and the actions it can perform?

A screenshot showing the customization and workflow action screen in a HubSpot compatible AI agent.

3. Where does the HubSpot compatible AI agent get its knowledge from?

• Ask yourself: Can this AI learn from more than just our website or a single knowledge base article?

An infographic illustrating how a HubSpot compatible AI agent can centralize knowledge from different sources.

4. Can I test the HubSpot compatible AI agent without risk?

• Ask yourself: How do I know if this thing will actually work before I let it talk to my customers?

The simulation dashboard of a HubSpot compatible AI agent, showing how it uses past data to predict future automation rates.

5. Is the HubSpot compatible AI agent pricing clear and predictable?

• Ask yourself: Is the pricing easy to understand? Are my costs going to suddenly shoot up?

A visual of a HubSpot compatible AI agent's pricing page, showing clear, public-facing costs.

This video provides a comprehensive guide on how you can build your own AI to call leads in HubSpot.

Go beyond HubSpot's limits with the right HubSpot compatible AI agent

Look, HubSpot is a great tool for any sales or marketing team. But if you really want to scale your operations and give your customers a top-notch experience, you need a HubSpot compatible AI agent that can do more.

While HubSpot's built-in AI is fine for simple, internal tasks, its limits in flexibility and knowledge sources make a specialized third-party tool a much better choice for most growing companies. Building one from scratch is powerful, but it’s usually not practical. For teams that want all the power without the headache, eesel AI hits that sweet spot. It's refreshingly simple, fully customizable, and brings together all your knowledge to work seamlessly with HubSpot and the other apps you use every day.

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