Sales Integrations

SQasim3
投稿者

Seeking Guidance on Implementing AI-Powered Deal Monitoring Workflow in HubSpot

Hello Hubspot Community! We’re looking to implement an AI-powered workflow in HubSpot that constantly monitors our deals. Specifically, when we complete a significant sale or sign a contract with a new client, we want the AI to automatically extract an image and relevant text from the deal. Additionally, we’d like to receive a notification confirming the completion of the deal. After that, we’d appreciate the ability to review the extracted information to make decisions  either accepting the deal, declining it, or suggesting potential modifications. If we accept the deal, we’d like the AI to promptly post it on our LinkedIn, Facebook, and Instagram channels. Conversely, if we decide to decline, we’d like to receive a new proposal. Can anyone provide insights on how can we set up this workflow in HubSpot with AI integration?

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MiaSrebrnjak
コミュニティーマネージャー
コミュニティーマネージャー

Seeking Guidance on Implementing AI-Powered Deal Monitoring Workflow in HubSpot

Hi @SQasim3,

 

Thank you for reaching out to the Community!

While AI is a great assistant that can help you create descriptions to explain a workflow or generate a report (read more about the new HubSpot AI features here), its capability to make decisions and execute (automated) actions is still limited and you'd need to rely on available workflow actions for now. 

We'd also recommend carefully reviewing all AI-generated content before you share it publicly. 

 

I wanted to invite a couple of subject matter experts to this conversations to see if they can share any advice on your goal or recommend 3rd party AI-powered integrations you could use with HubSpot: 

Hi @Dan1@HubDoPete@Mike_Eastwood, do you have any tips for @SQasim3? Thank you! 🙂 

 

Cheers
Mia, Community Team   

 

 




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SQasim3
投稿者

Seeking Guidance on Implementing AI-Powered Deal Monitoring Workflow in HubSpot

Thank you for helping me Mia!  

 

best regards!

Sameera