Setup Guide: Engage AI for HubSpot Users

  • Step 1

    Install the app.

    You will receive an email about your account activation if you don't have an Engage AI account.

  • Step 2

    Allow Engage AI to track and monitor prospects for you by installing this Engage AI Chrome tool. If you already have this downloaded, just log into the Engage AI web app , click on the extension icon and refresh LinkedIn.

  • Step 3

    In your HubSpot contacts, add your prospect’s LinkedIn profile and select “Yes” for Nurturing.

  • Step 4

    Choose which days of the week you would like Engage AI to retrieve your prospect's most recent post on LinkedIn.

    A post-related comment will be generated which you can copy and paste into the comment section of the LinkedIn post.

    A new event will also appear in your contact's Timeline in HubSpot.