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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.

Setting Up the Create Contact Tool​

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

  1. Access the Tools Tab
    • Open your AI Assistant dashboard.
    • Navigate to the "Tools" tab.
  2. Select the Create Contact Tool
    • Locate and click on the "Create Contact" 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 contact 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 Contact tool dynamically fetches all available contact 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 contact.
  • 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.
  • If you add a new property in your Hubspot CRM after configuring this tool, you have to edit the tool, go to Configure tab and you'll see the new property there. Then just save the new configuration.

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 Contact tool:

Example: Comprehensive Research Property​

  1. Create a Custom Property in HubSpot
    • Follow the HubSpot guide to create a custom property.
    • Create a property named "Comprehensive Research" of type "Multi-line text".
  2. Configure the Create Contact Tool
    • In the Configure tab, you'll see your new "Comprehensive Research" property listed.
    • Ensure the "Expose To AI Assistant" checkbox is selected for this property.
  3. Use with Researcher Tool
    • When creating a new contact, your AI Assistant can use the Researcher tool to gather detailed information about the contact.
    • The AI can then populate the "Comprehensive Research" field with this gathered information when creating the contact.
  4. AI Workflow Example
    • User: "Create a new contact for John Doe from Acme Corp and include comprehensive research."
    • AI Assistant:
      1. Uses the Researcher tool to gather information about John Doe and Acme Corp.
      2. Compiles the research into a comprehensive report.
      3. Uses the Create Contact tool to create a new contact.
      4. Populates standard fields (name, company, etc.) and fills the "Comprehensive Research" custom property with the compiled report.

This workflow demonstrates how custom properties can be used to store rich, AI-generated content directly in your HubSpot contacts, enhancing your CRM data with in-depth, automated research.

Use Cases​

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

  1. Automated Lead Capture and Enrichment
    • Tools: Create Contact + Web Browser + LinkedIn Profile Scraper
    • Use Case: When a new lead is identified, the AI can use the Web Browser to find the person's LinkedIn profile, use the LinkedIn Profile Scraper to gather professional details, and then create a fully enriched contact in HubSpot with this comprehensive information.
  2. Event Attendee Follow-up
    • Tools: Create Contact + API (Event Management Platform) + Zapier Webhook
    • Use Case: After an event, the AI can retrieve attendee information from the event management platform, create detailed contacts in HubSpot, and then trigger a Zapier workflow to send personalized follow-up emails based on the attendee's interests or interactions at the event.
  3. Social Media Lead Generation
    • Tools: Create Contact + Web Scraper + Researcher Agent
    • Use Case: When monitoring social media for potential leads, the AI can use the Web Scraper to gather initial information from a prospect's social profile, use the Researcher Agent to compile additional background information, and then create a comprehensive contact record in HubSpot, including custom fields for social media engagement history and research notes.

By leveraging the Create Contact tool in combination with other Cubeo AI capabilities and custom HubSpot properties, you can create sophisticated, automated lead capture and enrichment processes that significantly enhance your CRM data quality and sales intelligence.