Ep8 - Using AI to create content based on contact lists

Pipeline Automation and Cleanup

We’ve been spending time cleaning up pipelines and making small changes that reduce friction:

• Archiving outdated deal stages

• Renaming unclear ones

• Setting mandatory fields before deals can move forward

These tweaks help improve data quality, make reporting easier, and trigger more reliable automations. For example, when a deal hits “Contract Sent,” it now automatically creates a task, sends an email notification, and reminds the Sales Rep to follow up.

We’re also testing some of the lesser-known ABM tools in HubSpot — things like assigning buying roles and using target account workflows. They’re not widely advertised, but they’re there if you go looking.

Content Creation Based on Contact Lists

One of the coolest updates from HubSpot recently is the ability to generate content using a contact list as a starting point. You can now create tailored emails or page content based on a specific segment — like leads in a certain region or industry — and let the AI suggest the initial copy.

It’s a big step forward if you’re building nurture sequences or campaigns for multiple audiences. You still need to edit the output, but it helps avoid starting from scratch, and it gives you an initial context. Using the Content Remix, you can provide a list description. You can generate a description based on the list's filters or write your own. 

Also worth mentioning: clickable URLs are now a property type!

Nurture Reporting and Internal Improvements

We’ve been building a custom nurture report that tracks more than just opens and clicks. The goal is to see which campaigns are influencing deals and moving contacts through the funnel. It shows us a report about how many people are active in each nurture, compared by Lifecycle Stage.

Other changes we’re experimenting with:

• Tagging contacts more intentionally for better segmentation

• Using lifecycle stages to trigger specific workflows

• Testing internal alerts that surface the right info without creating noise