Mar 14, 20235:41 AM - edited Mar 14, 202312:40 PM
Contributor
Day-to-day practical application recipes for ChatSpot
Hello everyone, I would like to start a thread to share practical application recipes of ChatSpot for daily HubSpot operation.
I begin with an activity that I have found useful:
Enrich an existing company's data
HS: Get the company domain name
CS: research company <company domain name>
Check if the result is correct
CS: Add to HubSpot
CS: View in HubSpot
HS: merge the company with the already existing one
Variations:
It is possible to research a company by company name with the prompt research company <company name>
If the company does not exist yet in HS: research by the contact's email domain, add to HubSpot and then associate contacts with the newly created company.
---- (addenda) Important note: I did some additional tests and the company data is taken from the HubSpot Insights database, the fields are not populated with the values presented by ChatSpot.