{"id":2535,"date":"2026-04-14T18:55:48","date_gmt":"2026-04-14T18:55:48","guid":{"rendered":"http:\/\/fliegewiese.org\/?p=2535"},"modified":"2026-04-16T11:36:38","modified_gmt":"2026-04-16T11:36:38","slug":"how-hubspot-became-the-1-crm-in-ai-search-a-case-study","status":"publish","type":"post","link":"http:\/\/fliegewiese.org\/index.php\/2026\/04\/14\/how-hubspot-became-the-1-crm-in-ai-search-a-case-study\/","title":{"rendered":"How HubSpot became the #1 CRM in AI search [A case study]"},"content":{"rendered":"
Today, more and more buyers are beginning their journey with an AI-search. They may ask ChatGPT to compare products or use an AI-powered platform like Perplexity. Or, they’re just Googling an offering and reading the AI Overview, all without clicking a link. <\/p>\n
HubSpot realized that our buyers were moving from search engines to answer engines like ChatGPT, Gemini, and Perplexity \u2014 but we had no reliable way to measure AI visibility and understand whether our AEO plays were working.<\/p>\n
So, in June 2025, the HubSpot Marketing team started working with XFunnel, an AEO tool that allowed us to measure and optimize our AI visibility across ChatGPT, Gemini, Perplexity, and more. Here’s what we learned. <\/p>\n
Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n The first question we needed to answer was: When a potential customer asks an answer engine about a problem our products solve, is HubSpot in the answer? To find out, we defined the buyer\u2019s journey across answer engines:<\/p>\n We set up XFunnel containers for each product line.<\/p>\n The AEO measurement architecture included:<\/p>\n This structure meant sub-teams could run experiments, track improvements, and optimize for their specific product\u2019s AEO performance, while giving us a bird\u2019s eye view across our entire AEO strategy.<\/p>\n Once we had defined the prompts, we could see and start to improve our four core AEO KPIs:<\/p>\n <\/a> <\/p>\n After analyzing the data, we determined that a successful AEO strategy relies on:<\/p>\n We used this foundation to build a three-pillar strategy:<\/p>\n Our AI visibility scores were strong from the jump, but Xfunnel showed our citation scores were weak. Answer engines weren\u2019t often referencing the pages on HubSpot\u2019s website. Brand awareness is the priority, but being cited increases the likelihood of influencing the answer (and driving direct traffic from AI).<\/p>\n After our Growth team analyzed the Xfunnel data, we realized we needed more ultra-specific content to match the hyper-personalized answers that AI generates for users.<\/p>\n When answer engines got buying questions or industry fit assessments, they struggled to surface HubSpot content worthy of citation. We needed to create content tailored to our key buyer personas.<\/p>\n \u201cWill HubSpot work for my<\/em> business?\u201d Personalization comes down to being able to answer this question.<\/p>\n Many prospects want to understand if a solution is right for their <\/em>industry. We created industry solutions pages<\/a> at scale using an AI content system. We used AI to generate the content from HubSpot\u2019s library of case studies and reviewed it with humans before it went live.<\/p>\n Because we know AI likes structured data, we used Breadcrumb and FAQ schema on these industry solutions pages.<\/p>\n 92% ended up being cited by answer engines, generating a 49% lift in AI visibility.<\/p>\n We also published software comparison articles for target industries (e.g., \u201c5 best CRMs for construction businesses<\/a>\u201c). We saw a 642% increase in citations for those posts and 58% increase in overall mentions.<\/p>\n\n
Building Our AEO Measurement System<\/h2>\n
Defining the Buyer\u2019s Journey Across Answer Engines for Prompt Tracking<\/h3>\n
Product-Led AEO<\/h3>\n
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<\/p>\nAEO KPIs We Measure<\/h3>\n
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How We Built Our Three-Pillar AEO Strategy<\/h2>\n
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Pillar 1: On-site content optimization<\/h3>\n
Industry-Specific Content<\/h4>\n
<\/p>\nFAQ Glossary for CRM, Marketing & Sales Terms<\/h4>\n