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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.

Setting Up the Update Contact Tool​

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

  1. Access the Tools Tab
    • Open your AI Assistant dashboard.
    • Navigate to the "Tools" tab.
  2. Select the Update Contact Tool
    • Locate and click on the "Update 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. Search Property Name Configuration
    • At the top of the configuration, you'll find the Search Property Name setting.
    • Choose either "Id" or "Email" from the selector.
    • This determines which unique field will be used to identify the contact to update in HubSpot.
    • Check "Expose To AI Assistant" if you want your AI to choose between Id and Email when searching for contacts to update.
  6. 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 update data for any field.
      • If you want to restrict the AI from updating specific fields, uncheck the "Expose To AI Assistant" box for those properties.
  7. Save Configuration
    • After setting your preferences, save your configuration.
  8. 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 Update 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 update any field for a contact.
  • You have granular control over which properties the AI can update. Use this to ensure sensitive or specific fields are only updated manually or through other automated processes if needed.
  • The Search Property Name is crucial for identifying which contact to update. Ensure your AI Assistant has access to either the contact's HubSpot ID or email address for successful updates.
  • 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.

Use Cases​

Here are three examples of how you can use the Update Contact tool in combination with other Cubeo AI capabilities:

1. DISC Profile Analyzer​

Scenario: Automatically update a contact's DISC profile based on analysis of their communication style.

Tools: Update Contact + Web Browser + AI Assistant (trained on DISC profiles)

Workflow:

  1. The AI Assistant analyzes recent linkedin posts of a contact.
  2. Using its training on DISC profiles, it determines the likely DISC profile of the contact and a report.
  3. The Update Contact tool is then used to update custom DISC profile fields in the contact's HubSpot record.

2. Contact Enrichment​

Scenario: Regularly enrich contact data with the latest information from various online sources.

Tools: Update Contact + LinkedIn Profile Scraper + Web Scraper + Researcher Agent

Workflow:

  1. On a scheduled basis, the AI Assistant selects contacts for enrichment.
  2. It uses the LinkedIn Profile Scraper to get the latest professional information.
  3. The Web Scraper tool is used to gather additional information from the contact's company website or other relevant online sources.
  4. The Researcher Agent compiles and summarizes all gathered information.
  5. Finally, the Update Contact tool is used to update relevant fields in the contact's HubSpot record with this enriched data.

3. Lead Score Updater​

Scenario: Dynamically update a contact's lead score based on their interactions and new information.

Tools: Update Contact + AI Lead Scorer + API (to various interaction data sources)

Workflow:

  1. The AI Assistant periodically reviews a contact's interactions (email opens, website visits, content downloads, etc.) using API calls to relevant data sources.
  2. It uses the AI Lead Scorer pre-built ai agent tool to calculate an updated lead score based on a predefined algorithm.
  3. The Update Contact tool is then used to update the contact's lead score in HubSpot.

Configuration:

  • Create a custom "Lead Score" property in HubSpot if it doesn't exist.
  • Ensure the "Lead Score" property is exposed to the AI Assistant in the Update Contact tool configuration.
  • Configure APIs to relevant data sources (e.g., email marketing platform, website analytics) for gathering interaction data.

By leveraging the Update Contact tool in combination with other Cubeo AI capabilities, you can create sophisticated, automated processes that keep your HubSpot CRM data current, enriched, and valuable for your sales and marketing efforts.

These automated updates ensure that your team always has the most up-to-date and relevant information about each contact, enabling more personalized and effective engagement strategies.