Skip to main content

Overview

Welcome to the HubSpot Integration for Cubeo AI!

This powerful suite of tools allows your AI Assistant to interact seamlessly with your HubSpot account, enhancing your sales and customer relationship management processes.

By leveraging these tools, you can automate tasks, access real-time information, and streamline your workflow.

Available HubSpot Tools​

  1. Find Contact
  2. Find Company
  3. Create Contact
  4. Update Contact
  5. Create Company
  6. Update Company
  7. Add Note to Contact
  8. Add Task to Contact
  9. Associate Contact to Company

How to Use These Tools​

Your AI Assistant can use these tools to perform various actions within your HubSpot account. Here's a brief overview of how you can utilize each tool:

  1. Find Contact/Company: Use these tools to quickly retrieve information about specific contacts or companies in your HubSpot database. This is useful for getting up-to-date information during conversations or before meetings.
  2. Create Contact/Company: Automatically add new contacts or companies to your HubSpot CRM based on information gathered during conversations or from other sources like Linkedin.
  3. Update Contact/Company: Keep your HubSpot data current by updating contact or company information as you receive new details. Combine these tools with AI Prospect Researcher agent and keep your information up-to-date in your Hubspot account
  4. Add Note to Contact: Capture important information from conversations by adding notes directly to a contact's record in HubSpot.
  5. Add Task to Contact: Create follow-up tasks or reminders associated with specific contacts, ensuring nothing falls through the cracks.
  6. Associate Contact to Company: Link contacts with their respective companies to maintain accurate relationship data in your CRM.

Benefits of the HubSpot Integration​

  • Real-time Data Access: Get the most up-to-date information from your HubSpot account during conversations.
  • Automated Data Entry: Reduce manual data entry by allowing your AI Assistant to update HubSpot directly.
  • Improved Workflow: Streamline your sales and customer management processes with automated tasks and note-taking.
  • Enhanced Customer Relationships: Maintain accurate and detailed records of all customer interactions.

Examples of AI Assistants for Sales People​

By combining these HubSpot tools with existing Cubeo AI capabilities, you can create powerful AI Assistants tailored for sales professionals.

Here are few examples:

  1. Sales Prospector Assistant
    • Utilizes: Find Company, Create Contact, Add Task to Contact, Linkedin People Search, Linkedin Companies Search
    • Description: This AI Assistant helps sales reps identify potential leads. It can search for companies / people using the Linkedin tools, create new contacts / companies in HubSpot, and set up follow-up tasks. The assistant can also provide background information on prospects to help tailor sales pitches.
  2. Meeting Prep Wizard
    • Utilizes: Find Contact, Find Company, Add Note to Contact, Researcher Agent
    • Description: Before sales meetings, this AI Assistant gathers all relevant information about the contact and their company from HubSpot. It then uses the Researcher Agent to find recent news or developments about the company, adding this information as notes to the contact's HubSpot record. This ensures sales reps are fully prepared for every meeting.
  3. Follow-up Automator
    • Utilizes: Update Contact, Add Task to Contact, Add Note to Contact, Zapier Webhook
    • Description: After a sales call or meeting, this AI Assistant can update the contact's information in HubSpot, add detailed notes about the conversation, and create follow-up tasks. It can also use the Zapier Webhook to trigger other actions, such as sending a personalized follow-up email or scheduling the next touchpoint.

By leveraging these AI Assistants, sales teams can significantly improve their efficiency, ensure consistent follow-up, and maintain accurate, up-to-date records in HubSpot.

Remember, the key to success with these integrations is to clearly define your goals, document your processes, and regularly monitor and optimize your AI Assistants' performance.

With the power of Cubeo AI and HubSpot working together, you'll be able to take your sales efforts to the next level!