HubSpot AI Integration

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Features

1. Update information for your entities in HubSpot
   • You can update information for Contact, Deal (Deal / Opportunity), and Pipeline in HubSpot, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
2. Get information from your entities to use in your conversations in Treble
   • You can get information from Contact, Deal (Deal / Opportunity), and Pipeline to use in your conversations in Treble, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
3. Create entities in HubSpot
   • You can create Contacts and Deals (Deal / Opportunity) in HubSpot with standard and custom properties.
4. Delete entities in HubSpot
   • You can delete Contacts and Deals (Deal / Opportunity) in HubSpot.

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Use case examples

1. Your customers contact you on WhatsApp, our AI assistant answers frequently asked questions from your customers, checks if the Contact exists in HubSpot, if not, creates it, and transfers the conversation to an agent on your team in Treble.
2. Your customer wants to update their account information, and the AI agent can ask the necessary questions to update Contact data in HubSpot.
3. Your customer contacts you because they need help with a potential product purchase, and the AI agent can check the Deal (Deal / Opportunity) in HubSpot and update its status and information.
4. Your sales team needs visibility into sales progress, and the AI agent can query the Pipeline in HubSpot to identify which stage each Deal is in and guide the next action in the conversation.