<![CDATA[Data Parrot Help Center]]> https://help.dataparrot.ai https://help.dataparrot.ai/logos/DataParrot_AI_Icon.png Data Parrot Help Center https://help.dataparrot.ai RSS for Node Wed, 25 Feb 2026 16:20:07 GMT Wed, 25 Feb 2026 16:20:07 GMT https://validator.w3.org/feed/docs/rss2.html 60 <![CDATA[Settings & Configuration - Manage Your Account]]> https://help.dataparrot.ai/settings/ https://help.dataparrot.ai/settings/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; import UserManagement from './user-management.mdx'; import SubscriptionDetails from './subscription-details.mdx'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What can...]]> <![CDATA[Personal Settings - Configure Your Data Parrot Experience]]> https://help.dataparrot.ai/settings/personal-settings https://help.dataparrot.ai/settings/personal-settings Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={[ { "@context": "https://schema.org", "@type": "WebPage", "@id": "https://help.dataparrot.ai/settings/personal-settings#webpage", "url": "https://help.dataparrot.ai/settings/personal-settings", "name": "Personal Set...]]> <![CDATA[Subscription Details - Manage Your Data Parrot Subscription]]> https://help.dataparrot.ai/settings/subscription-details https://help.dataparrot.ai/settings/subscription-details Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ### Subscription Details / Data Parrot Plans If you are a Data Parrot Essentials user (Free), you will see a "Data Parrot Plans" tab. This is where you can upgrade to a Pro plan. If you are a Data Parrot Pro user, you will see a "Subscription Details" tab. This i...]]> <![CDATA[User Management - Manage Your Data Parrot Users]]> https://help.dataparrot.ai/settings/user-management https://help.dataparrot.ai/settings/user-management Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## User Management ### User Management Page Overview The User Management tab is where administrators control team access and permissions. Data Parrot Essentials users can add users and adjust their permissions and notification settings. Data Parrot Pro users ca...]]> <![CDATA[Get Help with Data Parrot]]> https://help.dataparrot.ai/contact https://help.dataparrot.ai/contact Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import HubspotContactForm from '../components/HubspotContactForm'; # Contact Us <div style={{ maxWidth: "800px", margin: "0 auto", padding: "20px" }}> <div style={{ marginBottom: "30px" }}> <p>Contact us with questions, feedback or help with your Data Parrot account.</p> </div> <HubspotContactForm /> </div> If you prefer to reach out directly, email us at support@dataparrot.ai. ...]]> <![CDATA[Sales Activity Dashboard - Track Team Activity]]> https://help.dataparrot.ai/explore-app/activity-dashboard https://help.dataparrot.ai/explore-app/activity-dashboard Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What does the Data Parrot Activity Dashboard track?", "acceptedAnswer": { "@type": "Answer", "text...]]> <![CDATA[AI Forecast - Predictive Pipeline Analytics]]> https://help.dataparrot.ai/explore-app/ai-forecast https://help.dataparrot.ai/explore-app/ai-forecast Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={[ // WebPage schema { "@context": "https://schema.org", "@type": "WebPage", "@id": "https://help.dataparrot.ai/explore-app/ai-forecast#webpage", "url": "https://help.dataparrot.ai/explore-app/ai-forecast", "name...]]> <![CDATA[Deal Pulse Filters & Search]]> https://help.dataparrot.ai/explore-app/deal-pulse/filters https://help.dataparrot.ai/explore-app/deal-pulse/filters Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # Deal Pulse Filters & Search The Deal Pulse page gives you tools to filter, sort and search your open sales deals so you can understand the health of your pipeline through each individual deal analysis. [← Back to Deal Pulse Overview](/explore-app/deal...]]> <![CDATA[Viewing and Analyzing Deals in Deal Pulse]]> https://help.dataparrot.ai/explore-app/deal-pulse/viewing-deals https://help.dataparrot.ai/explore-app/deal-pulse/viewing-deals Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; # Viewing and Analyzing Deals You can expand any of the Deals to see the AI Analysis, Timeline, and Suggestions. [← Back to Deal Pulse Overview](/explore-app/deal-pulse) | [Filters & Search](/explore-app/deal-pulse/filters) ## Viewing your Deals Once you have applied your filters, you will see a list of deals t...]]> <![CDATA[Deal Pulse Mode Best Practices]]> https://help.dataparrot.ai/explore-app/deal-pulse-mode/best-practices https://help.dataparrot.ai/explore-app/deal-pulse-mode/best-practices Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # Deal Pulse Mode Best Practices [← Back to Deal Pulse Mode Overview](/explore-app/deal-pulse-mode) | [Session Management](/explore-app/deal-pulse-mode/session-management) ## Deal Pulse - Advanced Mode Tips Here are some quick tips to make the most of ...]]> <![CDATA[Chat With Your Deal - AI-Powered Deal Insights]]> https://help.dataparrot.ai/explore-app/deal-pulse-mode/chat-with-deals https://help.dataparrot.ai/explore-app/deal-pulse-mode/chat-with-deals Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # Chat With Your Deal You can chat with your deal to get additional insights and suggestions. [← Back to Deal Pulse Mode Overview](/explore-app/deal-pulse-mode) | [Session Management](/explore-app/deal-pulse-mode/session-management) You can chat with y...]]> <![CDATA[Getting Started with Deal Pulse Mode]]> https://help.dataparrot.ai/explore-app/deal-pulse-mode/getting-started https://help.dataparrot.ai/explore-app/deal-pulse-mode/getting-started Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # Getting Started with Deal Pulse Mode Deal Pulse Mode is a faster, more efficient way to review deals and focus on coaching your sales team and helping you build a higher quality sales forecast. It is a gamified way to review deals, with a progress bar...]]> <![CDATA[Deal Pulse Mode - Accelerated Deal Review Sessions]]> https://help.dataparrot.ai/explore-app/deal-pulse-mode/ https://help.dataparrot.ai/explore-app/deal-pulse-mode/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is Deal Pulse Mode?", "acceptedAnswer": { "@type": "Answer", "text": "Deal Pulse Mode...]]> <![CDATA[Managing Your Deal Pulse Mode Session]]> https://help.dataparrot.ai/explore-app/deal-pulse-mode/session-management https://help.dataparrot.ai/explore-app/deal-pulse-mode/session-management Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; # Managing Your Deal Pulse Mode Session [← Back to Deal Pulse Mode Overview](/explore-app/deal-pulse-mode) | [Getting Started](/explore-app/deal-pulse-mode/getting-started) ## How to Use Deal Pulse Mode 1. Review the Deal Workspace to see the Deal Information and AI Analysis to get a quick overview of the deal. ...]]> <![CDATA[Deal Pulse - AI Health Analysis of Your Active Deals]]> https://help.dataparrot.ai/explore-app/deal-pulse https://help.dataparrot.ai/explore-app/deal-pulse Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is Deal Pulse in Data Parrot?", "acceptedAnswer": { "@type": "Answer", "text": "Deal Pulse is...]]> <![CDATA[Data Parrot Home - Sales Dashboard Overview | Data Parrot]]> https://help.dataparrot.ai/explore-app/homepage https://help.dataparrot.ai/explore-app/homepage Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is the Data Parrot Home dashboard?", "acceptedAnswer": { "@type": "Answer", "text": "The Data P...]]> <![CDATA[News Feed - Real-Time Deal Updates & AI Insights]]> https://help.dataparrot.ai/explore-app/ https://help.dataparrot.ai/explore-app/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is the Deal Newsfeed in Data Parrot?", "acceptedAnswer": { "@type": "Answer", "text": "The HubSpot Deal Newsfeed displays real-time updates on sales en...]]> <![CDATA[AI Notifications - Proactive Alerts for Your Sales Pipeline]]> https://help.dataparrot.ai/explore-app/notifications https://help.dataparrot.ai/explore-app/notifications Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What are Data Parrot's notification types?", "acceptedAnswer": { "@type": "Answer", "text": "Data ...]]> <![CDATA[Pipeline Time Machine - Historical Pipeline Analysis]]> https://help.dataparrot.ai/explore-app/pipeline-time-machine https://help.dataparrot.ai/explore-app/pipeline-time-machine Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "How do I inspect my sales pipeline over time?", "acceptedAnswer": { "@type": "Answer", "text": "T...]]> <![CDATA[Research Trends - AI Sales Intelligence]]> https://help.dataparrot.ai/explore-app/research-trends https://help.dataparrot.ai/explore-app/research-trends Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is Research Trends in Data Parrot?", "acceptedAnswer": { "@type": "Answer", "text": "Research...]]> <![CDATA[Win Loss Analysis - Why Deals Win or Lose]]> https://help.dataparrot.ai/explore-app/win-loss-review https://help.dataparrot.ai/explore-app/win-loss-review Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; import WinLossReviewPlans from '../../components/WinLossByDataParrotVersion'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "How do I find out why I'm winning or losing ...]]> <![CDATA[Open Deal AI Properties (What They Mean)]]> https://help.dataparrot.ai/getting-started/custom-ai-properties-in-hubspot https://help.dataparrot.ai/getting-started/custom-ai-properties-in-hubspot Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What are the key insights the Data Parrot AI Analysis provides for each open deal in my HubSpot Sales Pipelines?", "...]]> <![CDATA[Getting Started with Data Parrot - Setup Guide]]> https://help.dataparrot.ai/getting-started/ https://help.dataparrot.ai/getting-started/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Schema from '../../components/llm_schema'; # Getting Started Welcome to Data Parrot! This section will help you get up and running with our AI-powered revenue intelligence platform. ## Quick Links ### [What is Data Parrot?](/getting-started/what-is-dataparrot) Learn about Data Parrot's mission and how AI-powered deal insights can transform your sales process. ### [Quick Start Guide](/getting-started/quick-start) Get up and running in minutes. Learn the essential steps to start using...]]> <![CDATA[Quick Start Guide for Data Parrot]]> https://help.dataparrot.ai/getting-started/quick-start https://help.dataparrot.ai/getting-started/quick-start Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "How Do I Get a Data Parrot account to analyze my HubSpot Deals with AI?", "acceptedAnswer": { "@type": "Answer", "text": "Sign up for a Data Parrot account ...]]> <![CDATA[What is Data Parrot?]]> https://help.dataparrot.ai/getting-started/what-is-dataparrot https://help.dataparrot.ai/getting-started/what-is-dataparrot Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "What is Data Parrot?", "acceptedAnswer": { "@type": "Answer", "text": "Data Parrot is an AI-powered tool that analyzes raw CRM data and delivers clear revenue insights, helpi...]]> <![CDATA[How to Improve the Data Parrot AI]]> https://help.dataparrot.ai/how-to-guides/improve-data-parrot-ai https://help.dataparrot.ai/how-to-guides/improve-data-parrot-ai Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [{ "@type": "Question", "name": "How can I improve the Data Parrot AI?", "acceptedAnswer": { "@type": "Answer", "text": "The Data P...]]> <![CDATA[How-To Guides - Best Practices for Data Parrot]]> https://help.dataparrot.ai/how-to-guides/ https://help.dataparrot.ai/how-to-guides/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Schema from '../../components/llm_schema'; # How-To Guides Practical guides to help you get the most out of Data Parrot. ## Guides ### [Run Effective Pipeline Reviews](/how-to-guides/run-effective-deal-reviews) Master pipeline reviews with Data Parrot's AI insights. Run data-driven deal reviews that improve forecast accuracy and accelerate sales velocity. ### [How to Improve the Data Parrot AI](/how-to-guides/improve-data-parrot-ai) Improve Data Parrot's AI accuracy by optimizing yo...]]> <![CDATA[Run Effective Pipeline Reviews with Data Parrot]]> https://help.dataparrot.ai/how-to-guides/run-effective-deal-reviews https://help.dataparrot.ai/how-to-guides/run-effective-deal-reviews Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; <Schema data={[ // WebPage schema { "@context": "https://schema.org", "@type": "WebPage", "@id": "https://help.dataparrot.ai/how-to-guides/run-effective-deal-reviews#webpage", "url": "https://help.dataparrot.ai/how-to-guides/run-ef...]]> <![CDATA[Data Parrot Help - Your Revenue Intelligence Platform]]> https://help.dataparrot.ai/ https://help.dataparrot.ai/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema, { createWebApplicationSchema, createOrganizationSchema, createBreadcrumbSchema } from '../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../components/LightboxImage'; import PollyInsight from '../components/PollyInsight'; <Schema data={[ // WebPage schema with speakable { "@context": "https://schema.org", "@type": "WebPage", "@id": "https://help.dataparrot.ai#webpage", "url": ...]]> <![CDATA[Fathom Integration - Connect AI Note-Taking to Data Parrot]]> https://help.dataparrot.ai/integrations/fathom https://help.dataparrot.ai/integrations/fathom Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; # Fathom Integration Connect Fathom's AI-powered meeting notes and summaries to Data Parrot for comprehensive deal intelligence. ## Overview Improve the Data Parrot AI by connecting the Fathom Integration. **Fathom integration works on a per-user basis**. Each...]]> <![CDATA[HubSpot Integration - Sync, UI Extension & Custom Properties]]> https://help.dataparrot.ai/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension https://help.dataparrot.ai/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; ## Add the Data Parrot Card directly on your HubSpot Deal Data Parrot has a HubSpot UI Extension that allows you to add the Data Parrot card directly on your HubSpot Deal both in the main panel and the sidebar. <LightboxImage src="/images/explore-app...]]> <![CDATA[HubSpot Configuration - Sync & Custom Properties]]> https://help.dataparrot.ai/integrations/hubspot/hubspot-configuration https://help.dataparrot.ai/integrations/hubspot/hubspot-configuration Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # 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 Conne...]]> <![CDATA[Data Parrot Custom Properties - HubSpot Property Reference]]> https://help.dataparrot.ai/integrations/hubspot/hubspot-custom-properties https://help.dataparrot.ai/integrations/hubspot/hubspot-custom-properties Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # Data Parrot Custom Properties This is a complete reference for all custom properties that Data Parrot creates in your HubSpot instance. ## Data Parrot Custom Properties The following properties are created in HubSpot when you activate the Push to Hub...]]> <![CDATA[HubSpot UI Extension Guide - Data Parrot Card Help]]> https://help.dataparrot.ai/integrations/hubspot/hubspot-ui-extension-guide https://help.dataparrot.ai/integrations/hubspot/hubspot-ui-extension-guide Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../../components/LightboxImage'; import PollyInsight from '../../../components/PollyInsight'; # 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 vi...]]> <![CDATA[HubSpot Integration - Connect Data Parrot to HubSpot]]> https://help.dataparrot.ai/integrations/hubspot/ https://help.dataparrot.ai/integrations/hubspot/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Schema from '../../../components/llm_schema'; # HubSpot Integration Data Parrot integrates deeply with HubSpot to provide AI-powered deal insights directly in your CRM. This section covers everything you need to set up and optimize your HubSpot integration. ## Getting Started Data Parrot uses your HubSpot account for authentication. When you create a Data Parrot account, you automatically connect your HubSpot instance - no separate configuration needed. ## Integration Guides ### [C...]]> <![CDATA[Integrations - Manage Your Data Parrot Integrations]]> https://help.dataparrot.ai/integrations/ https://help.dataparrot.ai/integrations/ Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## 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. <LightboxImage src="/images/explore-app/configuring-data-parrot-hubspot-integrat...]]> <![CDATA[Zoom Integration - Connect Zoom Transcripts to Data Parrot]]> https://help.dataparrot.ai/integrations/zoom https://help.dataparrot.ai/integrations/zoom Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[ import Schema from '../../components/llm_schema'; # Zoom Integration Connect your Zoom organization to Data Parrot so meeting transcripts can be used to improve AI deal processing and insights. ## Install the Zoom Integration 1. Go to [Settings -> Integrations](https://app.dataparrot.ai/settings/integrations). 2. Find **Zoom** in the list of available integrations. 3. Click **Connect**. 4. Complete the Zoom authorization flow and approve access. 5. You will be redirected back to Data Parrot...]]> <![CDATA[Data Parrot Release Notes]]> https://help.dataparrot.ai/release-notes https://help.dataparrot.ai/release-notes Wed, 25 Feb 2026 16:19:24 GMT <![CDATA[import Image from 'next/image'; import Link from 'next/link'; import Schema from '../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../components/LightboxImage'; import PollyInsight from '../components/PollyInsight'; import ReleaseNote20250814 from './release-notes/2025-08-14.mdx'; import ReleaseNote20250723 from './release-notes/2025-07-23.mdx'; import ReleaseNote20250709 from './release-notes/2025-07-09.mdx'; import ReleaseNote20250626 from './release-note...]]> <![CDATA[Nov 20, 2025]]> https://help.dataparrot.ai/release-notes/2025-11-20 https://help.dataparrot.ai/release-notes/2025-11-20 Thu, 20 Nov 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates ### Win Loss Plus Now Classifies Every Closed Deal Today we released a major update to Win Loss Plus. It turns every Closed Won/Lost HubSpot deal into a clear, objective view of what drove the outcome and automatically groups those reasons so you can see the themes across all your...]]> <![CDATA[Nov 4, 2025]]> https://help.dataparrot.ai/release-notes/2025-11-04 https://help.dataparrot.ai/release-notes/2025-11-04 Tue, 04 Nov 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates Fathom integration is now live! By connecting your Fathom account, the Data Parrot AI will get even better. - **Fathom Integration (Beta)**: [Connect your Fathom account](https://app.dataparrot.ai/settings/personal) to improve the Data Parrot AI analysis - **Personal Settings Page...]]> <![CDATA[Oct 22, 2025]]> https://help.dataparrot.ai/release-notes/2025-10-22 https://help.dataparrot.ai/release-notes/2025-10-22 Wed, 22 Oct 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates The new Data Parrot Homepage is live! Introducing the **[Data Parrot Home Page](https://app.dataparrot.ai?ref=help.dataparrot.ai)** - which puts everything together in a single, filterable, interactive dashboard. - **Everything in One Screen**: Pipeline Movement, Team Activity, R...]]> <![CDATA[Oct 9, 2025]]> https://help.dataparrot.ai/release-notes/2025-10-09 https://help.dataparrot.ai/release-notes/2025-10-09 Thu, 09 Oct 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates Today we are releasing additional data to help connect sales activity with desired sales outcomes. We have added Deals (Created, Won, Lost) and Leads (Created, Qualified, Disqualified) to [Email/Slack notifications](/explore-app/notifications), and the [Team Activity Dashboard](/...]]> <![CDATA[Oct 1, 2025]]> https://help.dataparrot.ai/release-notes/2025-10-01 https://help.dataparrot.ai/release-notes/2025-10-01 Wed, 01 Oct 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## 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, ...]]> <![CDATA[Sep 18, 2025]]> https://help.dataparrot.ai/release-notes/2025-09-18 https://help.dataparrot.ai/release-notes/2025-09-18 Thu, 18 Sep 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates This week we have some great updates to our HubSpot direct integration, added chat to the deal form in Data Parrot, and improvements to the Win-Loss Plus addon. - **HubSpot UI Extension**: We've added "Why We'll Win / Why We'll Lose" and improved the overall layout - **Chat with y...]]> <![CDATA[Sep 11, 2025]]> https://help.dataparrot.ai/release-notes/2025-09-11 https://help.dataparrot.ai/release-notes/2025-09-11 Thu, 11 Sep 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates Our latest update focuses on expanding the HubSpot UI Card we recently released. It's been a huge hit and we look forward to continuing to add more. - **Improved UI in HubSpot Cards**: The scores are now more visual and the layout has been updated to be more scannable - **Chat wi...]]> <![CDATA[Aug 22, 2025]]> https://help.dataparrot.ai/release-notes/2025-08-22 https://help.dataparrot.ai/release-notes/2025-08-22 Fri, 22 Aug 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates Today we released big improvements to the HubSpot UI extension: - **Real-time AI Recalculation**: No need to wait for the daily update. If you change a deal, add engagements, or update associations, just click recalculate and get refreshed results - **AI Feedback System**: Give a ...]]> <![CDATA[Aug 14, 2025]]> https://help.dataparrot.ai/release-notes/2025-08-14 https://help.dataparrot.ai/release-notes/2025-08-14 Thu, 14 Aug 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **HubSpot UI Extension Card**: Add a dedicated Data Parrot card directly to your HubSpot deal views for instant access to AI insights - **Seamless HubSpot Integration**: View deal health, buying signals, and create tasks without leaving HubSpot - **Flexible Placement Options**: P...]]> <![CDATA[Jul 23, 2025: Activity Dashboard & Deal Pulse Updates]]> https://help.dataparrot.ai/release-notes/2025-07-23 https://help.dataparrot.ai/release-notes/2025-07-23 Wed, 23 Jul 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **New Activity Dashboard**: View the calls, meetings and emails for your team including dynamic filtering and sorting. Quickly see the trends by day, week or month. - **Help Overlay for Deal Pulse Mode**: Make it easier to learn what each section of the deal view does. ## Detai...]]> <![CDATA[Jul 9, 2025: Deal Pulse Mode]]> https://help.dataparrot.ai/release-notes/2025-07-09 https://help.dataparrot.ai/release-notes/2025-07-09 Wed, 09 Jul 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **New Deal Pulse Mode**: Spend less time digging through deal history and more time figuring out how to win. The new layout brings AI insights, suggestions, and timeline into a single, focused view. - **Filter Deals By Engagements**: You can now ...]]> <![CDATA[Jun 26, 2025: Team Activity Dashboard]]> https://help.dataparrot.ai/release-notes/2025-06-26 https://help.dataparrot.ai/release-notes/2025-06-26 Thu, 26 Jun 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Team Activity Dashboard**: filter duplicate meetings, filter engagements by associations (lead/deal/all) and an improved table view - **AI Forecast Improvements**: displays both count and amount, improved visuals, filter on no close date and mo...]]> <![CDATA[May 29, 2025: Interactive Filters]]> https://help.dataparrot.ai/release-notes/2025-05-29 https://help.dataparrot.ai/release-notes/2025-05-29 Thu, 29 May 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **New Interactive Filters** - The new filter user experience is built for speed and ease of use. - **ChatGPT for How to Use HubSpot** - Ask ChatGPT how to do something in HubSpot and it will give you multiple options to choose from. - **User Mana...]]> <![CDATA[May 7, 2025: Slack Integration]]> https://help.dataparrot.ai/release-notes/2025-05-07 https://help.dataparrot.ai/release-notes/2025-05-07 Wed, 07 May 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Slack Integration** - choose to get your Daily/Weekly notifications via Slack (update your preferences in Settings) - **Win Loss Review Plus Big Update** - We've made big updates to the Win Loss Plus addon including analysis of sales motions, c...]]> <![CDATA[Apr 17, 2025: Win Loss Review]]> https://help.dataparrot.ai/release-notes/2025-04-17 https://help.dataparrot.ai/release-notes/2025-04-17 Thu, 17 Apr 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Win Loss Review** - Instantly know the core reasons for deal outcomes with 1-2 sentence summaries. This is included with the Pro plan. - **Win Loss Review Plus** - Go deeper with detailed analysis of why deals were won or lost. This powerful ad...]]> <![CDATA[Apr 11, 2025: Ask Polly]]> https://help.dataparrot.ai/release-notes/2025-04-11 https://help.dataparrot.ai/release-notes/2025-04-11 Fri, 11 Apr 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Ask Polly** - Meet Polly in Playground! First up is asking questions about engagements related to your Won/Lost/Open Deals such as "What deals did we lose because of integration?" - **Pipeline Time Machine** - Massive update to how we show your...]]> <![CDATA[Mar 13, 2025: Won Deal Analysis]]> https://help.dataparrot.ai/release-notes/2025-03-13 https://help.dataparrot.ai/release-notes/2025-03-13 Thu, 13 Mar 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Won Deal Analysis** - Now available in Playground! For Pro customers, it has been run on up to 10 recently Won deals. See why you won, key learnings, turning points, and more - **Team Activity Dashboard Now Live** - View meetings booked, held, ...]]> <![CDATA[Feb 27, 2025: Introducing Research Trends]]> https://help.dataparrot.ai/release-notes/2025-02-27 https://help.dataparrot.ai/release-notes/2025-02-27 Thu, 27 Feb 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Introducing Research Trends** - Remember 2024 Wrapped? We've rolled it out into a dedicated section where you can pick a time range, pipeline and and see top customer issues and product feedback, including download to PDF. - **Custom Property A...]]> <![CDATA[Feb 20, 2025: Filtering by Team]]> https://help.dataparrot.ai/release-notes/2025-02-20 https://help.dataparrot.ai/release-notes/2025-02-20 Thu, 20 Feb 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Filtering by Team** - filter by Team is available everywhere in the app, including the Team Activity Dashboard in playground - **Accelerated Sync** - increase the HubSpot sync frequency to every 5 minutes for 2 hours - this was a popular reques...]]> <![CDATA[Feb 13, 2025: Team Activity Dashboard]]> https://help.dataparrot.ai/release-notes/2025-02-13 https://help.dataparrot.ai/release-notes/2025-02-13 Thu, 13 Feb 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Team Activity Dashboard** - We made this available last week for early access and the response has been very positive! The filters now default to your main app settings for Deal Owner and Pipeline, added "talk time" and "time in meetings" and a...]]> <![CDATA[Jan 30, 2025: Team Activity Dashboard]]> https://help.dataparrot.ai/release-notes/2025-01-30 https://help.dataparrot.ai/release-notes/2025-01-30 Thu, 30 Jan 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Team Activity Dashboard** - Now available via our Playground (early access), It shows meetings booked, held, rescheduled, call connects, and more. - **AI Forecast** - now shows total amount above the bar chart - **Deal Pulse Mode** - You can no...]]> <![CDATA[Jan 14, 2025: Pipeline Trends Update]]> https://help.dataparrot.ai/release-notes/2025-01-14 https://help.dataparrot.ai/release-notes/2025-01-14 Tue, 14 Jan 2025 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Pipeline Trends Update** - Filters and date range are now at the top of the page, making it easier to find what you need - **Data Parrot Wrapped** - Take a look at your 2024 in review - see who held the most meetings, closed the most deals, and...]]> <![CDATA[Dec 12, 2024: Updates and Improvements]]> https://help.dataparrot.ai/release-notes/2024-12-12 https://help.dataparrot.ai/release-notes/2024-12-12 Thu, 12 Dec 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Introducing Deal Pulse Mode <br/> <div style={{ position: 'relative', paddingBottom: '56.25%', height: 0 }}> <iframe src="https://www.loom.com/embed/8f9d1b03e84546169a2ef067d99de104?sid=cd504218-4f78-480b-82fe-6e11fd737801" frameBorder="0" allowF...]]> <![CDATA[Nov 14, 2024: Updates and Improvements]]> https://help.dataparrot.ai/release-notes/2024-11-14 https://help.dataparrot.ai/release-notes/2024-11-14 Thu, 14 Nov 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - filtering by deal stage - displaying previous years on the pipeline trends ## Details ### Filtering by Deal Stage <LightboxImage src="/images/release-notes/Filtering_by_Deal_Stage_UI.png" alt="Filtering by Deal Stage" display_text="Filte...]]> <![CDATA[Sep 26, 2024: Calls and Meetings]]> https://help.dataparrot.ai/release-notes/2024-09-26 https://help.dataparrot.ai/release-notes/2024-09-26 Thu, 26 Sep 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - ability to filter your deals in Deal Pulse and AI Forecast - new notification email - we've added deal changes, direct links and more. ### Filtering Your Deals <LightboxImage src="/images/release-notes/Filtering_your_AI_Sales_Forecast_and_Dea...]]> <![CDATA[Sep 17, 2024: Homepage News Feed:]]> https://help.dataparrot.ai/release-notes/2024-09-17 https://help.dataparrot.ai/release-notes/2024-09-17 Tue, 17 Sep 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - **Homepage News Feed:** The home page now shows a timeline of key events - changes to deal properties (Amount, Pipeline/Stage, Close Date), New Deal AI Analysis, and engagements associated with deals. - **New Section: Deal Pulse**: Deal pulse rep...]]> <![CDATA[Aug 8, 2024: Updates and Improvements]]> https://help.dataparrot.ai/release-notes/2024-08-08 https://help.dataparrot.ai/release-notes/2024-08-08 Thu, 08 Aug 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates Updated [AI Forecast](https://app.dataparrot.ai/AI_Forecast?ref=help.dataparrot.ai) with a new Deals by Close Date chart, and the export button is back. ## Details ### New AI Forecast <LightboxImage src="/images/release-notes/AI_Forecast_with_...]]> <![CDATA[Aug 1, 2024: Updates and Improvements]]> https://help.dataparrot.ai/release-notes/2024-08-01 https://help.dataparrot.ai/release-notes/2024-08-01 Thu, 01 Aug 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates - deal progress update: filtering, scannable and expandable cards - more intuitive settings page - view AI-generated pipeline mappings ## Details ### Deal Progress Major Update <LightboxImage src="/images/release-notes/Deal_Progress_Cards.png"...]]> <![CDATA[Jul 18, 2024: [Home](https://app.dataparrot.ai?ref=help.data]]> https://help.dataparrot.ai/release-notes/2024-07-18 https://help.dataparrot.ai/release-notes/2024-07-18 Thu, 18 Jul 2024 00:00:00 GMT <![CDATA[ import Image from 'next/image'; import Schema from '../../components/llm_schema'; import { useState } from 'react'; import LightboxImage from '../../components/LightboxImage'; import PollyInsight from '../../components/PollyInsight'; ## Key Updates New interface is now live! This is a significant step for the team here, and I'm super proud we were able to get this shipped so quickly. Generally, the overall flow of the app is the same: - **[Home](https://app.dataparrot.ai?ref=help.dataparrot...]]>