Enhance Your CRM with Company Name and Real-Time Insights

The landscape of company data enrichment in HubSpot is changing. With HubSpot Insights being discontinued for new accounts and replaced by a paid Breeze Intelligence offering, we have seen many users finding incomplete company records - especially when companies are created automatically from a contact’s business email domain. Without HubSpot Insights, you might be left with empty company names and missing details, making it harder for your sales and marketing teams to gain immediate context and tailor their outreach.

To address this issue, we developed a simpler, faster, and more dynamic solution. Our AI Studio for HubSpot app has just got an upgrade. Meet the enhanced Company Insights action, now able to provide you with a company’s name, description, and even raw website content right inside your HubSpot CRM.

Real-Time Company Insights for HubSpot CRM
2024-12-17  15 min
Real-Time Company Insights for HubSpot CRM
HubSpot and AI
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The Problem: Incomplete Data Without HubSpot Insights

For years, HubSpot Insights provided valuable company information automatically—things like revenue, industry, size, and even social media links. But as of September 18th, 2024, HubSpot Insights is no longer available in new accounts, shifting data enrichment to a paid solution. For many businesses, this means:

• Empty company records: Companies created automatically from contact emails no longer populate essential properties like company name or description.

• Manual research: Your team now has to spend time searching company websites, recording details, and entering them into your CRM.

Plus many data enrichment services operate with outdated company descriptions.

HubSpot Companies before enrichment

Our Solution: Real-Time Intelligence with AI Studio’s Company Insights

AI Studio leverages advanced AI and web parsing to enrich your HubSpot CRM in real time via HubSpot Workflows.

The updated Company Insights is a workflow action that fetches data straight from a company’s website. Unlike static databases or legacy enrichment tools, AI Studio captures live insights, reflecting the most recent product launches, changes in companies’ businesses, or even acquisitions—all the information you need, when you need it.

What’s New with the Company Insights Action

1. Company Name Extraction: No more blank “Company Name” fields. Our tool automatically identifies the official company name from the website, saving you hours of manual data entry. And no more unnecessary LLC, Inc., etc., in company names unless part of branding.

2. Real-Time Company Description: Gain immediate context on what a company does, who they serve, and their unique selling points. With a concise, AI-generated description, your teams can tailor their pitches and communications effortlessly.

3. Raw Webpage Content: Want even deeper insights? AI Studio’s Company Insights now returns the raw textual content of the webpage. Use this data for advanced analysis, further AI-powered classification, identifying new product launches, or creating personalized outreach campaigns.

Why AI Studio Is Better Than Other Enrichment Solutions

AI Studio stands apart by providing dynamic, up-to-date data. Traditional enrichment databases are often static or delayed. AI Studio, however, reflects changes as they happen. If a company has just undergone a rebrand or announced a new product line last week, you’ll see that reflected immediately in your CRM.

“With AI Studio, you’re not just getting data; you’re getting timely intelligence that can inform smarter strategies and more personalized outreach.”

Key Benefits

• No-Code Integration: No technical expertise required. AI Studio integrates seamlessly as a Workflow action in HubSpot, making real-time company insights accessible to marketers, sales reps, and customer service agents alike.

• Multiple AI Models & Providers: Choose from leading AI providers like OpenAI, Google, Anthropic, CoHere, and DeepL translation to customize how you generate, analyze, and transform your data—right within HubSpot.

• Knowledge Base Integration: Upload your brand’s documents, pricelists, or presentations. Combine live company data with your internal resources to produce even richer outputs, such as tailored pitch decks, personalized follow-up emails, and targeted marketing campaigns.

• Versatile Use Cases: From marketing segmentation to sales qualification and customer support categorization, AI Studio’s flexible building blocks turn your CRM into a dynamic automation engine.

Company Insights Workflow

Use Cases: Turning Insights Into Action

By integrating AI Studio’s Company Insights with HubSpot’s automation capabilities, you can:

• Enrich New Leads Automatically: When a new company record is created from a contact’s email, instantly populate the company name, description, and raw content. Your sales team can start outreach with valuable context—no more guessing who the company is or what they do.

• Segment and Qualify Leads: Use the newly enriched company data to run additional AI-powered workflows. Identify if a company is in your target market, classify them by size or industry, or determine if they recently raised funding—perfect for pinpointing who to prioritize.

• Sales Outreach & Personalization: With raw webpage content at your fingertips, customize your outreach emails or chat messages using the most relevant product mentions, industry buzzwords, or recent announcements. Combine the Company Insights action with our “Send to AI” action to generate personalized, highly compelling sales pitches on the fly.

• Marketing Campaigns & Content Generation: Leverage real-time company descriptions to craft personalized ad copy, marketing content, or blog posts targeting each segment of your market. Imagine tailoring your messaging to a company’s latest product release—making your marketing stand out from generic, one-size-fits-all campaigns.

• Customer Support & Service: Already have a support ticket referencing a company’s product? Use Company Insights to instantly understand what that company does, enabling faster and more accurate responses, improving the overall customer experience.

Get started with AI Studio for HubSpot

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