AutoFill uses AI to scan emails associated with Contacts and Companies, automatically extracting valuable information to update CRM properties.
AutoFill analyzes email conversations to:
- Extract contact details (phone numbers, job titles, addresses)
- Identify company information (size, industry, technology stack)
- Capture project details and requirements
- Find budget and timeline information
- Detect buying signals and intent
AutoFill requires permission to read sales emails. To enable:
Go to in HubSpot
Find and click on it
In the AutoFill section, you'll see "Disabled" status
Click
A new window will open to grant email access
Review the permissions and click
Once enabled, the status will change to "Enabled" and you can start using AutoFill.
After enabling, you can access AutoFill from any Contact or Company record:
Navigate to a Contact or Company record in HubSpot
Look for the tab in the record sidebar
Click to view emails and extracted information
Review the AI's suggestions
Accept individual updates or bulk update properties
- Review AI suggestions before accepting updates
- Use AutoFill for data enrichment, not data replacement
- Periodically audit auto-filled properties
- AutoFill only accesses emails your team has sent or received
- Data is processed securely and not stored externally
- Ensure your email access complies with your organization's policies
AutoFill consumes credits based on:
- Number of emails scanned
- Complexity of extraction requests
- AI model used for analysis
Monitor your credit usage in the app settings to avoid unexpected limits.
- Verify AutoFill is enabled in app settings
- Check that you have email permissions granted
- Refresh the HubSpot page
- Ensure the contact/company has associated emails
- Check that emails are logged in HubSpot
- Verify your email integration is working
- AI extraction is probabilistic - always review before accepting
- Report consistent issues to support for model improvements
- Provide clear email context for better extraction