Learn how to create and use Smart Properties in HubSpot to automatically enrich your company records with AI. In this step-by-step tutorial, I’ll walk you through what Smart Properties are, how to set them up, and the different ways you can use them to save time and keep your CRM data accurate.
What you’ll learn in this video:
- What Smart Properties are and why they matter
- How to create a Smart Property in HubSpot
- How to use Smart Properties to enrich company data (bulk, lists, and individual records)
- How to manage and adjust Smart Properties in settings
- Key tips to avoid common pitfalls
Whether you’re new to HubSpot or looking to level up your CRM game, this shortcut will make managing company data a whole lot easier.