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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.

Setting Up the Create Company Tool​

Follow these steps to set up and configure the Create Company tool:

  1. Access the Tools Tab
    • Open your AI Assistant dashboard.
    • Navigate to the "Tools" tab.
  2. Select the Create Company Tool
    • Locate and click on the "Create Company" tool in the list of available tools.
    • This will open a modal window with multiple tabs.
  3. Connect Your HubSpot Account
    • If you haven't connected your HubSpot account yet, refer to the How to Connect Your HubSpot Account guide.
    • In the "Setup Account" tab, select the HubSpot account you want to use with this tool.
  4. Configure the Tool
    • After selecting your account, move to the "Configure" tab.
    • Here, you'll see a dynamically generated list of all company properties available in your HubSpot account, including custom properties.
  5. Property Configuration
    • For each property:
      • You'll see a checkbox labeled "Expose To AI Assistant".
      • By default, all properties are exposed, allowing the AI to provide data for any field.
      • If you want to restrict the AI from providing data for specific fields, uncheck the "Expose To AI Assistant" box for those properties.
  6. Save Configuration
    • After setting your preferences, save your configuration.
  7. Test the Tool
    • Move to the "Test" tab.
    • Here, you can manually test the tool to ensure it's working correctly with your settings.

Important Notes​

  • The Create Company tool dynamically fetches all available company properties from your HubSpot account, including any custom properties you've created.
  • By default, all properties are exposed to the AI Assistant, giving it the ability to populate any field when creating a company.
  • You have granular control over which properties the AI can populate. Use this to ensure sensitive or specific fields are only filled manually or through other automated processes if needed.
  • Common company properties include name, domain, industry, number of employees, annual revenue, etc. Custom properties might include things like "Ideal Customer Profile Fit" or "Competitive Landscape".

Custom Properties and Advanced Use Cases​

HubSpot allows you to create custom properties tailored to your business needs. These custom properties can be leveraged powerfully with Cubeo AI. Here's an example of how you can use custom properties with the Create Company tool:

Example: Competitive Analysis Property​

  1. Create a Custom Property in HubSpot
    • Follow the HubSpot guide to create a custom property for companies.
    • Create a property named "Competitive Analysis" of type "Multi-line text".
  2. Configure the Create Company Tool
    • In the Configure tab, you'll see your new "Competitive Analysis" property listed.
    • Ensure the "Expose To AI Assistant" checkbox is selected for this property.
  3. Use with Researcher Tool and Web Browser
    • When creating a new company, your AI Assistant can use the Researcher tool and Web Browser to gather detailed information about the company's competitive landscape.
    • The AI can then populate the "Competitive Analysis" field with this gathered information when creating the company.

Use Cases​

Here are three use cases that demonstrate how to combine the Create Company tool with other tools for enhanced functionality:

  1. Automated Account Discovery and Creation
    • Tools: Create Company + Web Browser + LinkedIn Companies Search + Linkedin Profile Scraper
    • Use Case: When a potential account is mentioned in a conversation, the AI can use the Web Browser to find the company's website, use LinkedIn Companies Search to find the company Linkedin profile then use Linkedin Profile Scraper to gather additional details, and then create a comprehensive company record in HubSpot with this information.
  2. Industry Trend Analysis and Company Creation
    • Tools: Create Company + Researcher Agent + Web Scraper
    • Use Case: The AI can monitor industry news using the Researcher Agent, identify emerging companies in a specific sector, use the Web Scraper to gather details from their websites, and then create detailed company records in HubSpot, including custom fields for industry trends and growth potential.
  3. Event-Based Company Profiling
    • Tools: Create Company + API (Event Management Platform) + Web Browser
    • Use Case: After a trade show or industry event, the AI can retrieve exhibitor information from the event management platform, research each company using the Web Browser, and create rich company profiles in HubSpot, including custom fields for event participation history and product offerings.

By leveraging the Create Company tool in combination with other Cubeo AI capabilities and custom HubSpot properties, you can create sophisticated, automated account discovery and profiling processes that significantly enhance your CRM data quality and account-based marketing strategies.

Remember, the power of this tool lies in its ability to quickly create comprehensive company records within your HubSpot CRM. By carefully configuring the tool and combining it with other capabilities, you can significantly enhance your AI's ability to provide valuable, context-aware insights and actions related to potential and existing accounts in your business ecosystem.