Integrations
The integrations page is where you can manage your HubSpot integration settings, connect Slack for our upcoming integration, and view your 2024 Data Parrot Wrapped.
Configuring Data Parrot Integrations
Accelerated Sync
At any time you can activate "Accelerated Sync" which will trigger Data Parrot to sync your HubSpot data every 5 minutes. This lasts for ~2 hours.
This will update engagements, deal data, company and contact information in Data Parrot. However, it will not automatically update the AI Analysis. This runs daily, currently at 11:59 PM EST.
You can also see the last sync date-time here as well.
Push to HubSpot
Activate the Push to HubSpot options to automatically create custom properties in your HubSpot instance for the Data Parrot Deal AI Analysis.
You can also see the last time the data was sent to your HubSpot instance.
The tables below (under "Deal Health Properties") show the properties that will be created/updated including the label, HubSpot property name, and description.
The property labels can be changed in your HubSpot instance - they default to a prefix with "Data Parrot" to make it easy to identify them in HubSpot property settings.
When the custom properties are created in HubSpot, we strongly recommend you add them to your deal cards, views, and reports.
When adding them to the cards we recommend re-ordering the properties to match what makes sense for your sales team. The most common order is:
- Data Parrot Deal Summary
- Data Parrot Deal Health Status
- Data Parrot Deal Health Details
- Data Parrot Deal Next Steps
- Data Parrot Deal Progress Status
- Data Parrot Deal Progress Details
- Data Parrot Customer Intent Status
- Data Parrot Customer Intent Details
- Data Parrot Deal Competitive Position
- Data Parrot Deal Competitive Position Details
- Data Parrot Sales Performance
- Data Parrot Sales Performance Details
- Data Parrot Forecast Category
- Data Parrot Deal Forecast Category Details
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 (opens in a new tab).
Data Parrot Custom Properties
The following properties are created in HubSpot when you activate the Push to HubSpot option.
Deal Health Properties
| Label | HubSpot Property Name | Description |
|---|---|---|
| Data Parrot Deal Health Status | dp_overall_deal_health_score | Single word description of Deal Health, such as Low, Medium, High. |
| Data Parrot Deal Health Details | dp_overall_deal_health_reasoning | Explanation of Deal Health status. |
| Data Parrot Forecast Category | dp_forecast_category | Description of how deal should be categorized for forecasting purposes. |
| Data Parrot Deal Forecast Category Details | dp_forecast_category_reasoning | Explanation of Forecast Category categorization. |
| Data Parrot Deal Next Steps | dp_next_best_action | Recommended actions to take for the deal. |
| Data Parrot Deal Summary | dp_deal_summation | Overall summary of deal factoring in all metrics. |
Deal Hygiene Properties
| Label | HubSpot Property Name | Description |
|---|---|---|
| Data Parrot Close Date Confidence | dp_close_date_confidence | Description of confidence in the accuracy of Close Date, such as Low, Medium, High. |
| Data Parrot Close Date Confidence Detail | dp_close_date_confidence_reasoning | Details on how Close Date Confidence was determined. |
| Data Parrot Suggested Close Date | dp_suggested_close_date | Recommended Close Date based on factoring in all Deal detaiils. |
| Data Parrot Deal Stage Confidence | dp_deal_stage_confidence | Description of confidence in the accuracy of the Deal's current stage, such as Low, Medium, High. |
| Data Parrot Deal Stage Confidence Detail | dp_deal_stage_confidence_reasoning | Details on how Deal Stage Confidence was determined. |
Deal Signals Properties
| Label | HubSpot Property Name | Description |
|---|---|---|
| Data Parrot Deal Progress Status | dp_deal_progress_status | Description of progress status, such as Active or Stuck. |
| Data Parrot Deal Progress Details | dp_deal_progress_status_reasoning | Details on how the Deal Progress Status was determined. |
| Data Parrot Customer Intent Status | dp_customer_intent | Description of customer's intent to purchase, such as Low, Medium, High. |
| Data Parrot Customer Intent Details | dp_customer_intent_reasoning | Details on how Customer Intent Status was determined. |
| Data Parrot Deal Competitive Position | dp_competitive_position | Description of chances of winning deal, such as Low, Medium, High. |
| Data Parrot Deal Competitive Position Details | dp_competitive_position_reasoning | Details on how Competitive Position was determined. |
| Data Parrot Sales Performance | dp_sales_performance | Description of performance by Sales Team, such as Excellent, Good, Average. |
| Data Parrot Sales Performance Details | dp_sales_performance_reasoning | Details on how Sales Performance was determined. |
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.
Install the Data Parrot Card in HubSpot
This guide walks you through installing the Data Parrot HubSpot UI Extension and adding the card to your Deal views so your team can see AI insights directly on the Deal record.
What the Data Parrot card enables
- View Data Parrot insights directly inside HubSpot Deal records
- Access AI-powered deal health, signals, and next steps without leaving HubSpot
- Share AI insights with Data Parrot users in HubSpot
- Place the card on the Overview tab or create a dedicated "Data Parrot" tab for focus
1. Navigate to the Integrations tab in Settings
On the Integrations page, locate "Install Data Parrot Card" (opens in a new tab) and click the Install button.
Settings → Integrations
2. Choose your HubSpot account and authorize
You'll be redirected to HubSpot to select the target account and authorize the connection. Pick the correct portal and continue.
After authorization, return to Data Parrot. The Integrations section will show "Connected".
Settings → Integrations → Install the Data Parrot Card
3. Add the card to your HubSpot Deal view
Next, add the Data Parrot card to the Deal view your team uses.
- Click the gear icon in the top right corner of the navigation bar in HubSpot.
Settings → Gear Icon
- Go to Data Management → Deals → Record Customization and click the view you want to edit (e.g., Default view).
Settings → Data Management → Deals → Record Customization
Optional: Create a "Data Parrot" tab
Within the view editor, you can add a new tab named Data Parrot to keep insights organized.
Create a Data Parrot Tab (Optional)
4. Add the Data Parrot card
- Click Add card on the row where you want the card to appear
Add Card
- In the Card Library, select Data Parrot
Card Library → Data Parrot
- Save your changes, then navigate back to a Deal
Deal View with Data Parrot Card
Create Tasks from the Data Parrot Card
You can create tasks from the Data Parrot card by clicking the "Create Task" button in the Suggestions section.
Create Task
Next Steps
- Open a Deal to see the Data Parrot card in action.
- Try Deal Pulse (opens in a new tab) to review deals quickly.
- Explore AI Forecast (opens in a new tab) and Win/Loss Review.