Turn HubSpot Friction into Opportunities With AI
Not sure where AI can help? We look at your everyday workflows, find the friction points, and see where AI workflow automation can make work simpler. Let’s take a look!
Clients Who Trust Us
Not sure where AI can help? We look at your everyday workflows, find the friction points, and see where AI workflow automation can make work simpler. Let’s take a look!
AI is only as good as your data. Our AI-powered CRM solutions clean and organize your data, so HubSpot AI gets the context for reliable results.
We help you understand AI usage, credits, and resource requirements, then configure your HubSpot AI capabilities that deliver the most value.
Implementation is just the beginning. We create workflows and even provide HubSpot AI training that helps your teams confidently use AI.
We build guardrails around your HubSpot AI agents, knowledge sources, and brand guidelines, so they deliver responses, while protecting your brand's voice.
We prioritize the HubSpot AI tools that align with your goals, then implement them such that your teams can adopt and optimize each solution.
Make AI part of how your business works and not another tool to manage. We build and connect solutions around your HubSpot ecosystem, business needs, and goals.
We develop and customize AI agents for specific business workflows, whether they operate within HubSpot or connect external AI systems to your CRM through MCP.
We configure and integrate HubSpot AI agents around your existing processes, CRM data, and customer journeys so they can become part of your everyday operations.
We test agent responses, workflows, knowledge sources, permissions, and edge cases to help ensure your AI behaves reliably and stays within the guardrails you set.
We train teams on practical AI workflows, prompting, agent usage, and best practices, so your investment doesn't end with implementation.
TransFunnel is not known for cookie-cutter templates. We personalize HubSpot AI around your business, workflows, and the teams who use them every day. Here's what we follow:
We assess your data, CRM setup, workflows, and business goals to get an understanding about how prepared you are to adopt AI for HubSpot.
We evaluate potential use cases based on business impact, feasibility, data readiness, and resources to determine where you should start.
We configure HubSpot AI, agents, workflows, integrations, and supporting systems around the use cases you've prioritized.
We test outputs, refine prompts and guardrails, validate workflows, and equip your teams with the knowledge to use AI confidently.
We monitor performance, adoption, and outcomes, then continuously improve successful use cases and expand AI where it makes sense.
Your always-on AI agent for customer conversations. It uses your approved content and business context to answer questions, qualify leads, and resolve routine support inquiries.
From product questions and FAQs to lead qualifications, Customer Agent can handle common conversations 24/7.
Your HubSpot prospecting agent research target accounts, identify buying signals, builds contact lists, and prepares personalized outreach so sales teams can act quickly.
Instead of manually researching, let the agent monitor target companies for relevant signals and help your team decide which opportunities to act on.
Content Agent helps marketing teams create and scale content using business context, brand voice, reference materials, audience information, and existing content.
Give the agent your brand guidelines, reference material, and business context. It can help generate content ideas, draft content, and handle pre-publishing tasks.
Data Agent research customers, contacts, and prospects using CRM data, documents, and web information to get insights your teams would otherwise have to find manually.
Ask questions about a customer or prospect and get answers based on the data available. You can also bring research into workflows to make customer data actionable.
HubSpot Knowledge Base Agent analyzes ticket patterns to find gaps in your knowledge base, drafts new articles, and flags existing content that may be outdated.
Instead of waiting for someone to notice that an important article is missing or outdated, let the agent show that and give your team drafts to review.
AI has the potential to change how your teams work. We help you use that potential for solutions that fit your business, workflows, and the way your teams already use HubSpot.
Every industry has different customers, workflows, and challenges. We help you find practical ways to bring HubSpot AI into the processes that matter most.
When your sales team is juggling with hundreds of accounts, HubSpot Breeze Intelligence can find buying signals and intent, so they know which prospects to engage.
When expertise is your product, staying visible matters. The HubSpot content agent can turn your knowledge into relevant content, while supporting visibility on SERPs.
From appointment queries to information requests, the HubSpot customer agent can handle common conversations, while your team focuses on other tasks.
Property inquiries can come in at any hour. HubSpot AI can help your team respond faster, qualify for inquiries, and keep them engaged until they move to the next step.
When customer and account data change, manual way of keeping track of records is difficult. HubSpot data agents can help keep data organized and actionable.
From product queries to returns, the HubSpot customer agent can handle routine conversations while AI-powered workflows help engage customers better.
Breeze is built-in AI platform of HubSpot for marketing, sales, service, and CRM tasks. It includes Breeze Assistant, Breeze Agents, AI tools, and capabilities for automating workflows and working with important data.
HubSpot AI agents, now part of Breeze Agents, can handle specialized tasks across sales, marketing, and service. Depending on the agent, they can research prospects, identify buying signals, answer customer questions, analyze CRM data, and automate other repetitive workflows.
HubSpot AI brings AI directly into your CRM, marketing, sales, and service workflows, so your teams can work with the customer data and context they already have. Instead of adding other AI tools like ChatGPT, Perplexity, or Claude, you can bring intelligence, automation, and customer engagement into one connected platform.
Yes! HubSpot AI is designed to work with the data already stored in your HubSpot CRM, including customer records, deal information, conversations, and other connected business contexts.
Yes! HubSpot includes AI capabilities for content creation, marketing automation, workflows, customer engagement, and other activities. Breeze can also help automate workflows and handle specialized tasks through AI agents.
HubSpot AI works directly within the CRM, using customer records, conversations, and more to help teams find information, automate tasks, generate insights, and act on customer data without switching between tools.
HubSpot AEO stands for Answer Engine Optimization. It helps businesses monitor how their brand appears in AI-generated answers across platforms such as ChatGPT, Gemini, and Perplexity. It analyzes citations and competitors and identifies opportunities to improve AI visibility.
Start with a 30-minute conversation about your business goals, current HubSpot setup, and where AI could make a real difference. We’ll assess your AI readiness, identify the opportunities, recommend what to prioritize, and share a proposal within 48 hours if we’re a fit.
Let’s look at your HubSpot setup, business goals, and AI readiness to identify where the right AI capabilities can create an impact.