Data Parrot HubSpot UI Extension Guide
What is the Data Parrot Card?
The Data Parrot HubSpot UI Extension brings AI-powered sales intelligence directly into your HubSpot deal records. Instead of switching between Data Parrot and HubSpot, you can view deal health, get AI recommendations, chat with your deals, and take action—all without leaving HubSpot.
Data Parrot card in HubSpot Deal
Two Card Options
Data Parrot offers two card types to fit your workflow:
- Main Panel Card - A comprehensive view with full deal insights, AI chat, and action buttons. Perfect for deep deal analysis.
- Sidebar Card - A compact, customizable quick-view for at-a-glance insights while you work in HubSpot.
Key Capabilities
- AI Deal Analysis: See deal health, purchase intent, and confidence scores
- Smart Recommendations: Get AI-suggested next best actions
- Conversational AI: Ask questions about any deal and get instant answers
- Task Creation: Convert AI suggestions into HubSpot tasks with one click
- Real-Time Updates: Recalculate insights in seconds after deal changes
- Win/Loss Intelligence: Understand why deals were won or lost
Understanding the Main Panel Card
Once installed, the main panel card provides comprehensive AI insights about your deals. Here's what each section shows:
Data Parrot card in HubSpot Deal
Deal Health & Insights
The top section displays key AI assessments with color-coded indicators:
Overall Deal Health
Shows whether your deal is on track, at risk, or in trouble:
- Green (High): Deal is healthy with strong signals
- Yellow (Medium): Deal needs attention or has some concerns
- Red (Low): Deal is at risk or showing warning signs
Click to expand and see the AI's reasoning behind the health assessment.
Progress Status
Indicates how the deal is moving through your pipeline:
- Progressing: Deal is advancing with good momentum
- Stalled: Deal movement has slowed down
- Stuck: Deal hasn't progressed in a while
Purchase Intent
AI assessment of how likely the prospect is to buy. Higher purchase intent means stronger buying signals detected in communications and activities.
Chance of Winning
Data Parrot's prediction of your likelihood to close this deal based on historical patterns, engagement quality, and deal characteristics.
Stage Confidence
How confident the AI is that the deal is correctly placed in its current pipeline stage. Low confidence might suggest the deal should be in a different stage.
Close Date Confidence
AI's confidence level in the current close date. Low confidence may indicate the close date needs adjustment based on deal velocity and activities.
Salesperson Performance
Assessment of how well the rep is managing this deal compared to best practices and historical successful deals.
Deal Summary
An AI-generated narrative that explains what's happening with the deal in plain language. This summary synthesizes all the insights into an easy-to-read paragraph.
Signals
Key signals detected in your deal activities, communications, and data that impact deal health. These might include:
- Engagement patterns with decision-makers
- Communication frequency changes
- Meeting attendance and participation
- Response times and quality
- Stakeholder involvement
Hygiene
Data quality and completeness indicators showing:
- Missing or incomplete deal information
- Data freshness and accuracy
- Required fields that need attention
- Recommended property updates
Suggestions
AI-suggested actions to move the deal forward, based on current deal state and successful patterns from similar deals. Each suggestion:
- Explains why the action is recommended
- Can be converted to a HubSpot task with one click
- Is prioritized by likely impact
Understanding the Sidebar Card
The sidebar card offers a compact, at-a-glance view of deal insights while you work in HubSpot. It's perfect for quickly checking deal health without opening the full card.
Data Parrot card in HubSpot Deal
What the Sidebar Shows
You can customize which metrics appear in your sidebar. Available sections include:
- Summary: Quick AI-generated deal overview
- Overall Health: Color-coded health indicator with score
- Progress Status: Whether the deal is progressing, stalled, or stuck
- Purchase Intent: Likelihood to buy assessment
- Stage Confidence: Confidence in current pipeline stage
- Close Date Confidence: Confidence in projected close date
- Sales Performance: Rep performance on this deal
Customizing Your Card
Click the gear icon (⚙️) for main panel card and the "Settings" button for the sidebar card to configure which sections appear:
- Toggle sections on/off based on what matters most to you
- Click "Save" to apply your preferences
- Your settings are saved per user and apply across all deals
Key Features
Chat with AI About This Deal
The AI chat feature lets you have conversations about your deal and get instant answers.
Chat with AI About This Deal
Create Tasks from AI Suggestions
Convert AI recommendations into actionable HubSpot tasks with one click:
Create Task
Recalculate Deal Insights
Get fresh AI insights in 5-15 seconds whenever you need them. The recalculate feature triggers a new analysis using the latest deal data.
Recalculate (Beta)
How it works:
- Click the refresh icon (🔄) in the top-right corner of the Data Parrot card
- The system analyzes the latest deal information, activities, and engagements
- New insights appear within 5-15 seconds, replacing the previous analysis
- A progress bar shows recalculation status
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
Win/Loss Analysis for Closed Deals
When a deal closes (won or lost), the Data Parrot card shows specialized win/loss intelligence to help you learn from outcomes.
What You See on Closed Deals
For Won Deals:
- Data Parrot AI-generated summary explaining why the deal was won
- Win Reasons: Ranked list of factors that contributed to the win
- Click to expand for detailed explanation
- Higher confidence = stronger evidence for that reason
- Key success patterns identified
For Lost Deals:
- Data Parrot AI-generated summary explaining why the deal was lost
- Loss Reasons: Ranked list of factors that led to the loss
- Click to expand for detailed explanation
- Helps identify what to improve for future deals
- Areas for improvement
Next Steps
- Configure HubSpot Integration: Set up sync settings and custom properties
- View Custom Properties: See all properties Data Parrot can push to HubSpot
- Explore Deal Pulse: Learn about deal reviews in the main Data Parrot app
- Get Support: Need help? Contact our team