AI Agents

Rapid data extraction: Collect critical information in minutes, not hours.

Comprehensive profiles: Build detailed profiles of prospects and accounts.

Competitive intelligence: Identify market trends and competitor activities.

Customizable data points: Tailor the tool to your specific needs.

Seamless CRM integration: Sync data directly into your sales platform.

Real-time data updates: Keep your information fresh and relevant.

Automated data enrichment: Add missing data points to complete profiles.

Data quality assurance: Identify and correct errors in your data.

Flexible integration: Connect to your existing tech stack.

Customizable data fields: Define the information that matters most to you.

We have been working with Set2Close for the last 2 years and the impact has been immense! We've grown our ARR 40% to $6 Million in our first 8 months working with them!

Kien Tran

Working with Set 2 Close was a fantastic experience. They were able to help us seamlessly transition from Salesforce to Hubspot. We needed all of our CRM contacts moved over and they also helped us with setting up lists and dependencies. Such a great group to work with and I highly recommend their team. Great customer service.

Bob Ale-Ebrahim

Jordon & set2close have helped me with sales process, team development and growing my business for many years. They have helped increase my opportunities to bid on and win new jobs and build a team to perform at the highest levels. They are highly responsive and go the extra mile to make sure they deliver on their promises.

Theo Koffas

I have been working with Jordon for the past year. Jordon goes above and beyond always! He is continually looking for ways to help me be successful and provides me with strategies, resources and support. His knowledge, experience and success in marketing makes him a great coach and mentor!

Lori Field

Brian Alcorn

Biocybernaut Institute

What are AI Agents in HubSpot?

AI Agents in HubSpot are advanced artificial intelligence tools designed to automate and streamline various tasks, such as hiring processes, prospect research, and CRM data management. They leverage machine learning and natural language processing to assist in day-to-day operations, reducing manual effort and improving efficiency.
How do AI Agents streamline the hiring process?

Job Posting & Applicant Tracking: Automatically posting job openings on multiple platforms and tracking applicant responses. Candidate Screening: Using AI to filter and rank candidates based on predefined criteria, such as skills, experience, and cultural fit. Interview Scheduling: Automating the scheduling of interviews and sending reminders to candidates and interviewers. Feedback Collection: Gathering feedback from interviewers and providing recommendations based on the aggregated data.
Can AI Agents conduct prospect research?

Yes, AI Agents can conduct comprehensive prospect research by: Data Aggregation: Collecting and analyzing data from various sources like social media, company websites, and public databases to build detailed prospect profiles. Lead Scoring: Assigning scores to prospects based on their likelihood to convert, which helps prioritize outreach efforts. Behavioral Insights: Providing insights into prospect behavior, such as engagement patterns and content preferences, to tailor outreach strategies.
How do AI Agents help with updating CRM data?

AI Agents can automatically update CRM data by:Data Entry Automation: Reducing manual data entry by pulling relevant information from emails, forms, and other sources into HubSpot. Data Enrichment: Enhancing existing CRM records with additional data, such as social profiles, job titles, and company details. Error Reduction: Identifying and correcting data inconsistencies or duplicates within the CRM. Real-time Updates: Ensuring that the CRM is always up-to-date with the latest interactions, meetings, and deal progressions.

What are the benefits of using AI Agents in HubSpot?

The key benefits include: Increased Efficiency: Automating repetitive tasks frees up time for more strategic activities. Improved Accuracy: Reducing human error in data entry and management. Enhanced Decision-Making: Providing data-driven insights for better decision-making in hiring and sales strategies. Scalability: Supporting business growth by efficiently handling larger volumes of data and tasks.
Are AI Agents customizable to specific business needs?

Yes, AI Agents in HubSpot are highly customizable. Businesses can tailor them to meet specific requirements, such as adjusting the criteria for candidate screening or configuring the data points to be captured during prospect research. Customization ensures that the AI Agents align with the unique workflows and objectives of the business.
How secure is the data managed by AI Agents?

Data security is a top priority for AI Agents in HubSpot. They follow stringent security protocols, including encryption, access controls, and compliance with data protection regulations like GDPR. This ensures that sensitive information, such as candidate details and customer data, is securely managed.
How can I measure the ROI of implementing AI Agents in HubSpot?

The ROI can be measured by tracking metrics such as: Time Savings: Reduction in hours spent on manual tasks. Cost Efficiency: Decreased operational costs due to automation. Increased Conversion Rates: Improvement in prospect engagement and conversion rates. Enhanced Data Accuracy: Reduction in data errors and inconsistencies. Regular monitoring and reporting can help assess the long-term impact of AI Agents on your business’s performance.