Delve AI x HubSpot: We are live on the App Marketplace!

You can now find Delve AI on HubSpot’s app marketplace. This integration simplifies creating customer personas for your B2B buyers and provides actionable marketing ideas.
5 Min Read

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    Delve AI is thrilled to announce that we are officially listed on the HubSpot App Marketplace! You can now find and install our app, Delve AI, directly within your HubSpot ecosystem.

    From this point onwards, users can easily integrate Customer Persona into their workflows and build detailed personas without manually uploading data. Automatically generate data-driven personas based on your HubSpot CRM data and get business insights tailored to your target audience!

    Connecting Delve AI to HubSpot

    As some might already know, Customer Persona by Delve AI lets you create personas directly from your CRM data — all you need to do is connect your CRM account. HubSpot is an awesome CRM tool used by people worldwide, and it is also on our list of apps available for integration.

    With Delve AI being listed on HubSpot’s app marketplace, it’s now easier than before to generate customer personas using your HubSpot CRM data.

    Simply Log In to your HubSpot account, go to the app marketplace, and type “Delve AI” in the search bar. Click on the result that shows up and hit the Install app button. You will then be directed to our Customer Persona page.

    delveai hubspot listing

    Like HubSpot, sign up or log in to Delve AI. Go to Persona Generator > Customer Persona in the sidebar menu. Then, click on the Buy Now (if you haven’t bought a plan yet) or Connect CRM (after you’ve purchased a plan) button.

    Finally, choose HubSpot from the list of options provided.

    On the screen that pops up, provide all the necessary authentications. Once we have the permissions, we will pull your customer, company, and products/services-related data to build your personas.

    For reference, our pricing plans start from $1,400/year for 2k Contacts.

    Results? Detailed customer profiles

    Once integrated with HubSpot, Delve AI takes your CRM data and analyzes it, then enriches it with publicly available data. The result? Rich, detailed personas of your customers segmented by demographics, psychographics, firmographics, transactions, behaviors, and geographies.

    Each persona comes to life with names, demographics, quotes, locations, and detailed behavioral patterns. You'll generate 3 to 6 unique segments for your business, usually demarcated as “High-Value Customer,” “Low-Value Customer,” “One-Time Buyer,” and “Repeat Customer.”

    customerpersona segment

    B2B personas based on your HubSpot CRM data will be highlighted in green, as seen above, while B2C personas are highlighted in blue. The best part is that all of these personas are auto-generated and auto-updated, so you don’t have to worry about their accuracy and relevance to your business.

    Persona details contain a lot of information necessary to know your customer base. All of the modules here give you a look into their goals, motivations, personalities, factors influencing purchase decisions, pain points, buying barriers, interests, influential resources, and more.

    B2B persona details

    Plus, you have industry-specific insights that offer structured keyword data about the industry your business belongs to.

    The second tab displays the audience distribution within this persona segment. Here, you get the answers to all your how, who, where, when, and what questions. You learn about the devices and search engines they use, the keywords and topics they relate to, their career profiles, geographic locations, weather conditions, activity levels, and more.

    persona distribution

    Customer personas also have an Influencers tab that contains a list of people and brands your audience engages with online. Finding the right influencers is the first step of influencer marketing, and the list we present gives you a head start on it!

    With this list, you can now reach out to brands and individuals who hold good influence on a specific market segment, and develop strategic partnerships and collabs.

    Wait, there’s more!

    Personas, auto-updates, and influencers are just the beginning of what’s to come with Delve AI x HubSpot. Along with multiple customer segments, our software also helps you identify what makes them unique from the other.

    We are talking about the similarities and differences they share.

    The Compare feature lets you spot these variations between your buyer/prospect segments, so you can readily find new keywords, targeting, and content ideas whenever you’re in a pinch. Or, for the life of you, cannot figure out why one campaign works for one set of customers but not for the other.

    Next, suppose you want to create custom personas for your business.

    Say, personas for a niche market location or a really popular product. You can do this with Delve AI. Set up filters to include or exclude certain customer or product data, and generate product or country-specific personas!

    Also, wouldn't it be great if you could chat with these customer profiles? Our Digital Twin of the Customer software creates virtual replicas of your audience segments and lets you interact with them.

    Digital Twin of the Customer sample

    Since the data belongs to your customers, the responses are usually in line with what your actual customers might feel or want. Now, anytime you come up with a new product, marketing, or business idea, you can pitch it to these digital avatars and get their feedback on it.

    Besides accessing the digital twins on our platform, your team can also use the Slack integration to chat with them.

    Advisor by Delve AI (coming soon) is another one of our specialized marketing AI solutions that converts your persona-related data into actionable marketing insights across multiple channels. You get SEO, PPC, display ads, content, social media, email, events, public relations (PR), and sales campaign ideas right at your fingertips.

    So that’s no more time wasted on analyzing your customer personas and buying different tools to get recommendations on how, where, and when to engage your target audience!

    A way forward

    Being listed on HubSpot Marketplace is more than just a proud moment for us. The Delve x HubSpot integration will work to help businesses get smarter and come up with data-driven growth plans.

    After all, when it comes to running a successful business, personalization is key. And what better way to do this than to thoroughly understand the whims of different customer groups and sub-groups using your HubSpot CRM data?

    With Customer Persona by Delve AI, you also get to analyze what makes each group unique and chat with them, while getting marketing ideas customized to your target audience. So check out our app listing, watch the product video, and see how Delve AI can benefit your business endeavors.

    Ready to try it out? Connect your HubSpot account to Delve AI and build personas with Customer Persona today!.

    Frequently Asked Questions (FAQs)

    What is a customer persona?

    A buyer persona is a semi-fictional representation of your ideal customers and represents their goals, pain points, hobbies, interest, motivations, frustrations, personality traits, and more. Customer personas are created using different data sources, such as data from your past buyers, current customers, and competitors, offering you a holistic view of your buyers based on the commonalities they share.

    How to create buyer personas from HubSpot CRM?

    You can easily create buyer personas from your HubSpot CRM data by following these steps:

    • Step 1. Sign up or Log in to Delve AI
    • Step 2. Go to Persona Generator > Customer Persona in the sidebar
    • Step 3. Connect CRM > HubSpot
    • Step 4. Sign in to your HubSpot account > Grant necessary permissions

    Once we have the authentication, we will pull your contact data to kick off the persona generation process.

    Create customer personas automatically using HubSpot CRM data
    Easily connect your HubSpot CRM account to gain holistic consumer insights

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