Key Updates
The HubSpot UI Extension is now available for all users.
You can now get AI-powered deal health directly inside HubSpot on deal records for open, won, and lost deals.
With the extension you can:
- Get the real health of open deals with AI signals on status, purchase intent, risk, and more
- See why deals were won or lost with outcome analysis
- Chat with your deals with built-in context from associated companies and contacts, not just the deal
- Create tasks inline from AI suggestions to take action directly in HubSpot
These capabilities are live today in HubSpot for all Data Parrot users.
Details
Example Cards in HubSpot
HubSpot UI Extension showing Data Parrot AI Deal Health Analysis
HubSpot UI Extension showing Data Parrot AI Deal Health Analysis
How to Add the Cards
The Data Parrot AI cards can be added to both the main deal view and the right sidebar in HubSpot.
- In HubSpot, Go to Settings → Integrations → Data Parrot → App Cards
- Select Manage Locations
- The left box (“Data Parrot”) adds it to the main panel
- The right box (“Data Parrot Sidebar”) adds it to the sidebar
You can also customize placement from Settings → Objects → Deals → Record Customization:
- Choose your views
- Add Data Parrot cards
- Adjust card order
Once added, users with Data Parrot access will see the Deal Health cards on the Deal Form.
Availability by Plan
This is what is available in the HubSpot UI Extension by Data Parrot Version.
| Data Parrot Version | Open Deal Analysis | Won/Lost Deal Analysis |
|---|---|---|
| Essentials | Available (Credits) | Coming Soon (Credits) |
| Pro | Available | Available |
| Win Loss Review Plus Addon | Coming Soon |
For Beta Users
Thank you to everyone who joined the beta. The beta app (“Data Parrot Private Beta”) was shipped as a separate HubSpot app and can be safely disconnected once you migrate to the new cards.
You can add the new cards and remove the old ones by doing the following:
- Go to Settings → Objects → Deals → Record Customization
- Remove the old beta cards from your views
- Add the new cards here or via Settings → Integrations → Data Parrot → App Cards
If you have any issues or questions let us know and we are happy to help.
Chat with your Deal ↗ (opens in a new tab)
Next Steps
- Get Data Parrot HubSpot UI Extension (opens in a new tab): Add Data Parrot to HubSpot from the HubSpot Marketplace
- View All Release Notes: See complete release history and updates
- Log In To Data Parrot (opens in a new tab): Experience these new features in your account