Changelog

Now you can automate the data entry of any Hubspot CRM property (soon Salesforce). After each call or email where CustomerIQ identifies a new property value for contacts or accounts, you will be notified and the field will be updated. All automatically.

How it works:

1. Connect you Meeting Assistant
2. Connect Hubspot
3. Configure Properties

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For example, let's say you have a dropdown field for contact persona. Maybe certain persona values trigger a nurturing workflow setup by your marketing team.

Add this persona field as a property to CustomerIQ and the AI Assistant will automatically update it after a relevant call or email, automatically enrolling contacts in the right workflow.

From now on, your CRM will enrich with perfect data without anyone lifting a finger.