📄️ Overview
Welcome to the HubSpot Integration for Cubeo AI!
📄️ How to Connect Your HubSpot Account
Connecting your HubSpot account to Cubeo AI is a straightforward process that allows your AI Assistant to interact with your HubSpot data. Follow these simple steps to set up the integration.
📄️ Find Contact
The Find Contact tool allows your AI Assistant to retrieve contact information from your HubSpot account. This powerful feature enables your AI to access and utilize contact data during conversations, enhancing its ability to provide personalized and relevant responses.
📄️ Find Company
The Find Company tool empowers your AI Assistant to retrieve company information from your HubSpot account. This feature allows your AI to access and utilize company data during conversations, enabling it to provide more informed and context-aware responses related to business entities.
📄️ Create Contact
The Create Contact tool enables your AI Assistant to add new contacts directly to your HubSpot CRM. This powerful feature allows for automated contact creation based on conversations or data gathered by your AI, streamlining your lead management process.
📄️ Update Contact
The Update Contact tool allows your AI Assistant to modify existing contact records in your HubSpot CRM. This powerful feature enables automated updates to contact information based on new data gathered or insights generated by your AI, ensuring your CRM stays current and valuable.
📄️ Create Company
The Create Company tool empowers your AI Assistant to add new company records directly to your HubSpot CRM. This feature allows for automated company creation based on conversations, research, or data gathered by your AI, streamlining your account-based marketing and sales processes.
📄️ Update Company
The Update Company tool enables your AI Assistant to modify existing company records in your HubSpot CRM. This powerful feature allows for automated updates to company information based on new data gathered or insights generated by your AI, ensuring your CRM stays current and valuable for your account-based marketing and sales strategies.
📄️ Add Note to Contact
The Add Note to Contact tool allows your AI Assistant to append notes directly to existing contact records in your HubSpot CRM. This feature enables automated note-taking based on interactions, insights, or data gathered by your AI, ensuring that your contact records remain up-to-date with relevant information.
📄️ Add Task to Contact
The Add Task to Contact tool empowers your AI Assistant to create and assign tasks directly to contact records in your HubSpot CRM. This feature enables automated task creation based on interactions, insights, or specific requests, ensuring that follow-up actions are properly tracked and managed within your CRM.
📄️ Associate Contact to Company
The Associate Contact to Company tool allows your AI Assistant to create a connection between a contact and a company in your HubSpot CRM. This feature is incredibly useful for keeping your CRM organized and ensuring that contacts are properly linked to their respective companies.