Key Use Cases
Prospect Research
Walk into every call fully prepared with context from your CRM, email history, and the web.- Recent activity from HubSpot
- Email history from Gmail
- Company news from the web
- Any open deals or past interactions
Pipeline Management
Identify bottlenecks and at-risk deals across your pipeline.Follow-Up Automation
Draft context-aware messages based on deal history.Example Questions
Pipeline Analysis
Pipeline Analysis
Prospect Research
Prospect Research
Team Performance
Team Performance
Key Integrations
Getting Started
1
Connect HubSpot
Add your
HUBSPOT_ACCESS_TOKEN in Settings > Integrations2
Connect Gmail
Go to Settings > My Integrations > Gmail
3
Try pipeline analysis
Ask about your deals and pipeline health
Next Steps
HubSpot Integration
Connect your CRM
Automations
Automate pipeline reports