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.
Setting Up the Find Company Tool
Follow these steps to set up and configure the Find Company tool:
- Access the Tools Tab
- Open your AI Assistant dashboard.
- Navigate to the "Tools" tab.
- Select the Find Company Tool
- Locate and click on the "Find Company" tool in the list of available tools.
- This will open a modal window with multiple tabs.
- 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.
- Configure the Tool
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After selecting your account, move to the "Configure" tab.
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Here, you'll find two important parameters to set up:
a. Search Property Name
- Choose either "Id" or "Domain" from the selector.
- This determines which unique field will be used to search for companies in HubSpot.
- Check "Expose To AI Assistant" if you want your AI to choose between Id and Domain when searching.
b. Properties
- Select which company properties should be returned from HubSpot.
- Use the selector to choose from all available properties, including custom ones.
- Check "Expose To AI Assistant" if you want your AI to determine which properties to fetch. Note: This is unchecked by default for security reasons.
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- Save Configuration
- After setting your preferences, save your configuration.
- 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 "Expose To AI Assistant" checkbox allows your AI to override the default value you've set. If checked and the AI doesn't provide a value, the default is used.
- For security reasons, be cautious when exposing the "Properties" parameter to the AI Assistant. Only enable this if you're comfortable with the AI potentially accessing all company properties.
- When using the "Domain" search property, ensure you're using the company's website domain (e.g., "google.com") for accurate results.
Use Cases
Here are three use cases that demonstrate how to combine the Find Company tool with other tools for enhanced functionality:
- Competitive Intelligence Gathering
- Tools: Find Company + Web Browser + Researcher Agent
- Use Case: The AI Assistant can find a company's information using its domain, use the Web Browser to search for recent news or press releases, and then employ the Researcher Agent to compile a comprehensive report on the company's recent activities, market position, and potential competitive advantages.
- Account-Based Marketing Preparation
- Tools: Find Company + LinkedIn People Search + Web Scraper
- Use Case: Before an account-based marketing campaign, the AI can retrieve company details from HubSpot, use LinkedIn People Search to find key decision-makers, and then use the Web Scraper to gather additional information from the company's website. This comprehensive data can be used to tailor marketing messages and strategies.
- Company Research
- Tools: Find Company + AI Prospect Researcher (pre-built AI Agent) + Update Company
- Use Case: The AI can retrieve information for a company in your hubspot account, use the AI Prospect Researcher pre-built AI Agent as a tool to gather all the company information (like revenue growth, employee count, etc.), and then use the Hubspot Update Company tool to update your company profile. This can help in understanding the company and keep it updated in your hubspot.
By leveraging the Find Company tool in combination with other Cubeo AI capabilities, you can create sophisticated, data-driven workflows that enhance your business intelligence, marketing strategies, and customer relationship management processes.
Remember, the power of this tool lies in its ability to quickly access and utilize company data within your AI Assistant's workflows. 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 companies in your HubSpot CRM.