Data Agent actions your data throughout HubSpot Smart CRM. This AI-powered agent researches and answers custom questions about your customers by analyzing your CRM, calls, emails, documents, and the web—giving you the insights you need, without the manual work.
Previously, your CRM contained a lot of valuable, unstructured data that was challenging to understand. With Data Agent, this fragmented information is transformed into holistic, unified intelligence.
This results in complete customer insights that flow seamlessly across HubSpot. This becomes clean, usable data you can also leverage in workflows and Data Studio.
Data Agent can research any question to help fuel your information needs. It automatically connects HubSpot Smart CRM data such as calls, emails, documents with external information to answer detailed questions that no single source could answer alone. Data Agent can be accessed throughout the customer platform:
Smart properties—Quickly conduct research for any topic and see the results appear directly in a property in your CRM. You can easily create properties, add a prompt in natural language, and Data Agent will conduct AI-powered research and summarize its findings in seconds.
Smart actions—Data Agent gives your automations deeper intelligence than ever before, making workflows more meaningful and accurate. These rich insights automatically personalize, segment, or branch your logic using the power of AI.
Smart columns—Data Agent brings in external information to enrich your CRM data using Data Studio. This allows you to conduct deep research and analyze information both in and outside your CRM.
Starter+ customers can create smart properties in the CRM.
Marketing, Sales, Service and Data (formerly Operations) Hub Pro+ can use the Data Agent's smart actions in workflows.
Data (formerly Operations) Hub Pro+ customers can use the Data Agent to enrich datasets in the all-new data studio.
This feature uses HubSpot Credits. Learn more here.