Configuration
Configure Data Parrot's HubSpot integration. Connect your account and push AI analysis to HubSpot custom properties.
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Data Parrot integrates with HubSpot to provide AI-powered insights directly in your CRM. Here we cover how to:
- connect your HubSpot account
- add AI analysis to custom properties
How to Connect Your HubSpot Account
Sign in to Data Parrot with Google, Microsoft, or your email and password. Then select Connect on HubSpot to connect your CRM.
The first person connecting the account needs HubSpot admin permissions. If you do not have those permissions, ask a HubSpot administrator to complete the connection.
Once connected, Data Parrot will automatically provide AI-powered insights on your Data Parrot Plan.
In Integrations, you can choose which AI analysis Data Parrot sends to HubSpot custom properties.
How to Push the AI Analysis to HubSpot Custom Properties
The Push to HubSpot feature automatically creates custom properties in your HubSpot instance for the Data Parrot Deal AI Analysis.
Push to HubSpot needs permission to set up and keep Data Parrot deal properties current. If that permission is missing, Data Parrot shows a warning and asks an admin to refresh the HubSpot connection.
This enables you to add the Data Parrot AI analysis to your deal cards, views, reports, workflows, lists and more in HubSpot.
While the Data Parrot Card allows you to see the AI analysis in HubSpot, the Push to HubSpot feature allows you to integrate the AI analysis into your HubSpot workflows and automations.
You can choose which categories of AI Analysis to push to HubSpot including:
- Deal Health: Overall deal health properties.
- Deal Hygiene: Deal hygiene properties.
- Deal Signals: Detailed deal signals properties.
The specific property name details are available on the Custom Properties page.
Notes:
- You can change the custom property labels after creation in HubSpot without any impact on Data Parrot.
- You can also see the last time the data was sent to your HubSpot instance.
When the custom properties are created in HubSpot, we recommend you add them to your deal cards, views, and reports!
View HubSpot custom property names here: HubSpot Custom Properties
Chat Integrations
This is where you can connect your Slack instance to Data Parrot. This is not yet available, but will be soon. Microsoft Teams is also on the roadmap.
Lastly, you can also see your Data Parrot Wrapped for 2024, a summary of your 2024 year in Data Parrot.
Other Integrations
Data Parrot has many integrations in the works including Salesforce, Microsoft Teams, Google Docs, and more. Click here to learn more about Data Parrot Integrations.
Next Steps
- Install the HubSpot UI Extension: Add the Data Parrot card to your HubSpot deals for AI insights without leaving HubSpot
- View Custom Properties Details: See all properties Data Parrot can push to HubSpot
- Explore Deals: Learn about deal reviews in the main Data Parrot app
- Get Support: Need help? Contact our team
HubSpot Integration
Complete guide to Data Parrot's HubSpot integration. Connect your account, install the UI extension, and manage custom properties for AI-powered deal insights.
Custom Properties
Complete reference for Data Parrot custom properties created in HubSpot. Deal health, hygiene, and signals properties.