How to Get Started with HubSpot AI Email: A Simple Guide

The best way to get started with HubSpot AI Email is by using the AI assistant, Breeze, directly within the email editor. Simply write a prompt detailing your goal and audience, and the AI will generate a draft for you to refine. This approach turns a complex task into a simple, collaborative process.

Email marketing remains one of the most effective ways to connect with customers, but creating personalized, high-impact campaigns at scale is a significant challenge. It’s a problem over 80% of marketers are using AI to solve, and HubSpot’s new AI Email feature, powered by the Smart CRM, is designed to lead the way.

This guide will walk you through how to get started, from writing your first prompt to leveraging its most powerful features.

Frequently Asked Questions

HubSpot AI Email is an intelligent tool built directly into the HubSpot marketing platform. It uses data from your Smart CRM to create hyper-personalized emails, optimize send times, and automate the drafting process, which helps improve conversion rates and save significant time.

The AI personalizes emails by leveraging deep data from your HubSpot Smart CRM. It analyzes information like a contact's job title, industry, and past engagement (such as pages viewed or content downloaded) to craft uniquely relevant messages for each individual recipient.

To get started, open the HubSpot email editor and use the AI assistant. You begin by writing a clear prompt that specifies your target audience, the goal of the email, and the desired tone. The AI will then generate a complete first draft for you to refine.

The key difference is its deep integration with the HubSpot Smart CRM. Unlike standalone AI writers, it has direct access to rich customer data, allowing it to create context-aware emails. It also performs data hygiene checks and learns from your past campaign performance to improve over time.

Why HubSpot AI Email is a Game-Changer

Before diving into the "how," it's crucial to understand the "why." Unlike AI tools that are simply bolted onto an existing platform, HubSpot AI Email is deeply integrated with your Smart CRM. This means it doesn't just generate generic text; it crafts context-aware messages using real-time customer data.

The results are significant. During internal testing, HubSpot saw an 82% increase in conversion rates by using this hyper-personalized approach.

Getting Started: Your 3-Step Quickstart Guide

Getting started is designed to be intuitive. Follow these three steps to create your first AI-powered email.

Step 1: Start with a Clear Prompt

Your journey begins in the HubSpot email editor. Instead of starting with a blank page, you start with a conversation. The AI assistant, Breeze, will ask for a prompt. A great prompt is the foundation of a great email.

Be specific. Describe:

• Your Goal: What action do you want the recipient to take? (e.g., "sign up for a webinar," "download an ebook," "book a demo").
• Your Audience: Who are you writing to? (e.g., "marketing managers in the healthcare industry," "new leads who attended our last event").
• The Desired Tone: What should the email sound like? (e.g., "professional and informative," "friendly and urgent," "helpful and concise").

Example Prompt: "Write a promotional email to marketing VPs in the tech industry. The goal is to get them to download our new 'AI in Marketing' report. The tone should be authoritative but approachable."

Step 2: Let the AI Leverage Your CRM Data

Once you provide the prompt, HubSpot AI Email gets to work. This is where the magic happens. The AI doesn’t just guess; it analyzes your Smart CRM to generate a highly relevant draft. It can:

• Tailor Content: Draft distinct messages for different segments, like those in healthcare versus education.
• Personalize Details: Seamlessly use CRM data like job titles, company names, and past engagement history to make the email feel one-to-one.
• Suggest Subject Lines: Generate multiple subject lines and CTA options based on historical conversion data.

The initial draft you receive is already lightyears ahead of a standard template because it’s built on a foundation of rich customer context.

Step 3: Refine, Edit, and Optimize

Think of the AI-generated draft as your first version, created in seconds instead of hours. Now, your role shifts from writer to editor and strategist.

• Refine the Tone: Adjust the wording to perfectly match your brand voice.
• Check Dynamic Tokens: HubSpot’s AI includes data hygiene controls to avoid embarrassing misfires like "Dear [First Name]," but it's always good practice to review.
• Accept AI Suggestions: The system will recommend optimal send times for each contact based on their unique engagement history. It will also suggest dynamic CTAs to improve click-through rates.

By collaborating with the AI, you can finalize a hyper-personalized email that is ready to drive conversions.

Powerful Use Cases for HubSpot AI Email

Once you’ve mastered the basics, you can use HubSpot AI Email to streamline and enhance your entire email strategy. Here are a few powerful applications:

• Segment-Specific Campaigns: Write a single prompt for a campaign, and ask the AI to create tailored versions for each of your key audience segments. It will automatically adjust the language, pain points, and examples to resonate with each group.
• A/B Testing Subject Lines: Generate five different subject lines for an email in seconds. HubSpot AI Email uses historical performance data to suggest options that are most likely to increase your open rates.
• Optimizing Send Times: Instead of relying on generic "best times to send," let the AI optimize delivery for each individual contact. It uses their specific engagement history to send the email at the moment they are most likely to open it.
• Ensuring Data Hygiene: The AI can alert you if bad data (like a missing first name or outdated job title) might negatively impact personalization, prompting you to enrich or correct the contact record before sending.
  
  

The Core Benefits of an AI-Powered Approach

Integrating HubSpot AI Email into your workflow provides more than just a writing assistant. It delivers strategic advantages that help you grow better.

• Massive Time Savings: Reduce the time spent on drafting, personalizing, and segmenting emails from hours to minutes, delivering the efficiency and creativity that traditional methods can’t match.
• Increased Conversion: Deliver hyper-relevant messages at the perfect time to significantly boost engagement and conversion rates.
• True, Scalable Personalization: Move beyond simple name tokens and achieve one-to-one communication, no matter how large your contact list is.
• Enhanced Team Collaboration: With the AI acting as a central collaborator in the visual marketing canvas, your entire team can provide input and assign tasks in real time, all working from the same source of truth.
  
  

Final Thought: Your New Marketing Superpower

AI doesn't replace great marketing; it enhances it. HubSpot AI Email acts as your strategic partner, combining your campaign ideas with the full context of your Smart CRM to create brilliant, high-performing emails. It’s time to stop batching and blasting and start having intelligent, personalized conversations at scale.

Ready to see it in action? Head to your HubSpot Marketing Hub to start using AI-powered Email today.