HubSpot is one of the most widely used CRM, marketing, and sales platforms used extensively by customer-facing teams. Customer-facing teams constantly need customer info and it's difficult to manually look for this data every time you need information.
With Threado AI, you can connect your HubSpot account can choose to train it on the deals created in different periods.
Training the bot on HubSpot deals
Navigate to the Train tab on the Bot dashboard.
Connect your HubSpot account from this dashboard.
You will redirected to HubSpot where you will have to login/signup to give access to your account. Follow the steps to finish integration with HubSpot.
Choose the Account with which you would like to connect Threado AI.
Click on Choose Account to continue the integration.
Click Connect app to finish the integration process.
After successful integration, you will be redirected to Threado AI where you can choose to train it on deals created in different time periods. Train Threado AI on the deals created in a selected time period and it gets synced with the contacts, companies, and deals created in that time period.
💡 What's next - Now, you can setup Threado AI for it to answer queries based on what it has been trained on through Microsoft Teams and other sources. Learn how to setup Threado AI across different channels.