HubSpot Integration
Data Parrot integrates deeply with HubSpot to provide AI-powered insights directly in your CRM. Configure synchronization settings, install the UI extension, and manage custom properties.
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HubSpot Sync Configuration
Configure your HubSpot data synchronization settings and manage how Data Parrot syncs with your HubSpot instance.
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
Install the Data Parrot Card in HubSpot
View Data Parrot insights directly inside HubSpot Deal records. Access AI-powered deal health, signals, and next steps without leaving HubSpot.
There are two ways to install the Data Parrot card in HubSpot:
- Easy/fast method - Use HubSpot's Connected Apps interface
- Custom placement - More control over card location
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
Easy/Fast Install Instructions
The new method to install the Data Parrot card uses HubSpot's Connected Apps interface, providing a more streamlined setup process.
1. Navigate to HubSpot Settings
Click the gear icon ⚙️ in the top right corner of HubSpot to access Settings.
Click Settings Gear Icon
2. Go to Integrations → Connected Apps
In the Settings menu, navigate to Integrations → Connected Apps to view all your installed applications.
Navigate to Integrations → Connected Apps
3. Find and Select Data Parrot
In the Connected Apps list, locate Data Parrot and click on it to access the app settings.
4. Navigate to App Cards
Within the Data Parrot settings, select the App Cards tab to configure which cards appear in your HubSpot deal views.
Go to App Cards Tab
5. Configure Card Placement
Click on "Manage Locations" and choose where you want the Data Parrot card to appear:
Manage Locations
- Main Panel: Add cards to the main deal view
- Deal Sidebar: Add compact cards to the right sidebar
- Custom Tabs: Create a dedicated Data Parrot tab for focused insights
Once configured, the Data Parrot card will automatically appear in your deal records with AI-powered insights.
Custom Card Placement Install Instructions
1. Add the card to your HubSpot Deal view
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)
1.1 Add the Data Parrot card to the main deal view
- 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
1.2 Add the Data Parrot card to the sidebar tab
- Click Add card on the row where you want the card to appear
Add Card
- In the Card Library, select Data Parrot Sidebar
Card Library → Data Parrot Sidebar
- Save your changes, then navigate back to a Deal
Deal View with Data Parrot Card
- Configure the sidebar card to show the sections you want to see
Configure Sidebar 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
Recalculate Deal Insights (Beta)
The Data Parrot card includes a Recalculate (Beta) button that allows you to trigger a fresh AI analysis of the deal in real-time. This feature is currently in beta and provides on-demand insights generation.
Recalculate (Beta)
How it works:
- Click the "🔄" button in the top-right corner of the Data Parrot card
- The system will analyze the latest deal data, activities, and engagements
- New insights will appear within 5-15 seconds, replacing the previous analysis
- A progress indicator shows the recalculation status
When to use:
- After significant deal updates (new meetings, proposals, status changes or property changes)
- When you need the most current AI analysis for decision-making
- Before important sales calls or deal reviews
Provide Feedback on AI Insights
Help us improve Data Parrot's AI analysis by providing feedback directly from the HubSpot card. Your input helps train our models and enhance insight quality for everyone.
How to provide feedback:
- Look for the thumbs up 👍 and thumbs down 👎 buttons in the top-right corner of the Data Parrot card
- Click the appropriate button based on how helpful the insights were
- Optionally, add specific feedback in the text box that appears
- Click "Submit" to send your feedback to our team
Types of feedback that help us most:
- Specific insights that were particularly accurate or useful
- Analysis that missed important context about your deal
- Suggestions for additional factors we should consider
- General comments about insight quality and relevance
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 (opens in a new tab).