Integrations
HubSpot
Configuration

HubSpot Configuration

Data Parrot integrates with HubSpot to provide AI-powered insights directly in your CRM. Here we cover how to:

  • Connect your HubSpot account
  • Accelerate the Sync Frequency
  • Add AI Analysis to Custom Properties

How to Connect your HubSpot account

Data Parrot uses your HubSpot account for authentication, which means when you create a Data Parrot account, you will automatically connect your HubSpot account.

No separate login needed - simply use your HubSpot credentials to login to Data Parrot.

If you do not have enough permissions to connect your HubSpot account, you can ask your HubSpot administrator to connect your account for you.

Once connected, Data Parrot will automatically provide AI-powered insights on your Data Parrot Plan.

In Integrations (opens in a new tab), you can modify the HubSpot integration to enable accelerated syncs and push the AI Analysis to HubSpot custom properties.

How to Accelerate the Sync Frequency

Availble in Integrations (opens in a new tab), Accelerated Sync is a feature that allows you to update Data Parrot every 5 minutes for 2 hours. This is useful if you need to see the most up-to-date information in Data Parrot.

However, this will not automatically update the AI Analysis. This runs daily, currently at 11:59 PM EST. You can manually trigger a recalculation of the AI Analysis by clicking the "Recalculate" button in the Data Parrot card on the Deal form in HubSpot.

Here you can also see the last time that Data Parrot was updated by HubSpot.

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.

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 names details are available in 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.
  • Accelerated sync does not impact how often the AI analysis is synced to HubSpot. This runs daily, currently at 11:59 PM EST.

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 (opens in a new tab).

Next Steps

OverviewAdd HubSpot UI Extension