Quick Start
Start using Data Parrot's sales analytics in minutes. Connect HubSpot, auto-sync your pipeline data, and get AI-powered revenue insights with zero setup required.
Data Parrot gets you from CRM chaos to clear sales insights fast. No complex setup. Just connect and go!
- Connect Your HubSpot Account: Create a new Data Parrot account here: app.dataparrot.ai
- Sign in with your HubSpot Account: Data Parrot uses your existing HubSpot credentials to simplify the signup process. Note: The first user needs admin permissions to link the account. If there's an issue, we'll guide you through it.
- Data Parrot Gets to Work: Data Parrot gets right to work - no manual configuration needed. Your CRM is synced and your deals are analyzed before you're let into the app. This process typically takes a few hours depending on the size of your HubSpot account - feel free to close the tab while you wait.
- Onboarding Complete: You'll receive an email when Data Parrot's done. Once analysis is complete, sign in to explore the insights Data Parrot has generated for you.
Every account created is automatically on the Data Parrot Starter plan. You can upgrade to the Pro or Max plan at any time.
View Data Parrot's pricing details here.
Setup Options
Data Parrot works out of the box, but you can tweak it for your team. Here's what's available:
Add Users
- Go to "Users" in settings here
- Add HubSpot users and optionally set filters (pipelines, stages, deal owners).
- They can log in right away.
Individual User Settings
- Click the pencil icon beside the user to update.
- Set as admin if needed.
- Choose notifications: Daily, Weekly, or none for your Email and optional Slack notifications.
- Filter notifications by pipeline, stage, or deal owner (optional).
(Pro) HubSpot Sync Settings
Configure on the Integrations Page.
Accelerated Sync
- Activate for syncs every 5 minutes over a 2-hour window.
- Useful for urgent tracking. Deal AI feedback updates daily.
Sync Data Parrot Deal AI Feedback to HubSpot Custom Properties
Enrich your HubSpot deals with the Data Parrot AI insights synced directly to custom properties in your HubSpot. To set this up, go to Integrations and toggle on the AI categories you would like to sync to your HubSpot. The options are Deal Health, Deal Hygiene and Deal Signals:
1. Deal Health
Tracks overall deal status and next steps.
| Label | HubSpot Property Name | Description |
|---|---|---|
| Deal Health Status | dp_overall_deal_health_score | Low, Medium, or High rating. |
| Deal Health Details | dp_overall_deal_health_reasoning | Why it's rated that way. |
| Forecast Category | dp_forecast_category | How to categorize for forecasting. |
| Forecast Category Details | dp_forecast_category_reasoning | Reasoning behind the category. |
| Deal Next Steps | dp_next_best_action | Recommended actions to take. |
| Deal Summary | dp_deal_summation | Full deal overview. |
dp_overall_deal_health_scoredp_overall_deal_health_reasoningdp_forecast_categorydp_forecast_category_reasoningdp_next_best_actiondp_deal_summation2. Deal Hygiene
Checks accuracy of key deal data.
| Label | HubSpot Property Name | Description |
|---|---|---|
| Close Date Confidence | dp_close_date_confidence | Low, Medium, or High confidence level. |
| Close Date Confidence Detail | dp_close_date_confidence_reasoning | How confidence was assessed. |
| Suggested Close Date | dp_suggested_close_date | AI-recommended close date. |
| Deal Stage Confidence | dp_deal_stage_confidence | Low, Medium, or High stage accuracy. |
| Deal Stage Confidence Detail | dp_deal_stage_confidence_reasoning | How stage confidence was determined. |
dp_close_date_confidencedp_close_date_confidence_reasoningdp_suggested_close_datedp_deal_stage_confidencedp_deal_stage_confidence_reasoning3. Deal Signals
Flags momentum and risks.
| Label | HubSpot Property Name | Description |
|---|---|---|
| Deal Progress Status | dp_deal_progress_status | Active or Stuck status. |
| Deal Progress Details | dp_deal_progress_status_reasoning | Why it's progressing or stalled. |
| Customer Intent Status | dp_customer_intent | Low, Medium, or High intent to buy. |
| Customer Intent Details | dp_customer_intent_reasoning | Basis for intent rating. |
| Competitive Position | dp_competitive_position | Low, Medium, or High win likelihood. |
| Competitive Position Details | dp_competitive_position_reasoning | How position was evaluated. |
| Sales Performance | dp_sales_performance | Excellent, Good, or Average team rating. |
| Sales Performance Details | dp_sales_performance_reasoning | Why the team rated this way. |
dp_deal_progress_statusdp_deal_progress_status_reasoningdp_customer_intentdp_customer_intent_reasoningdp_competitive_positiondp_competitive_position_reasoningdp_sales_performancedp_sales_performance_reasoningYou're all set!
That's how easy it was to set up an account with Data Parrot. Within just a few simple steps, you can be up and running with our powerful sales analytics platform. By creating your account and confirming your sales team, you are now ready to take full advantage of all the features and benefits that Data Parrot has to offer.
Next Steps
- What is Data Parrot: Learn how Data Parrot helps revenue leaders
- Inspect our Pipeline with Pipeline Time Machine: Inspect pipeline health with analytics.
- Uncover Key Trends: Run a trend analysis by pipeline, date range and deal owner to reveal key positive and negative trends across all your deals
- Release Notes: Explore the latest features and updates
If you have a question, need support or have feedback for us, contact us anytime.
Start now at app.dataparrot.ai.
Learn more at www.dataparrot.ai.
What is Data Parrot?
Learn how Data Parrot turns messy CRM data into clear revenue insights for sales and revenue leaders, automating analysis and fixing CRM reporting issues.
Custom AI Properties in HubSpot
Plain-language guide to every Data Parrot AI custom property that appears on an open deal in HubSpot - what it is, why it matters, and how to use it.