Sales Integrations

SQasim3
投稿者

Strategies To Success By Use AI

解決

Hey Hubspot Community!

Any one know how can we find new customers more effectively using AI?

 

Warm regards,

Sam

1件の承認済みベストアンサー
Gilempert
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Strategies To Success By Use AI

解決

Hi @SQasim3 , if you have Marketing and Sales Pro, you can create a workflow where if the client opens (beware of apple privacy policy affecting this trigger) or clicks an email, a notification gets sent to the contact owner (for example) for them to make the call. If the contact doesn't answer, they should label the call as unanswered, and make that a trigger for the SMS to be sent.

 

That's an example, you can always work on the process further and work with other integrations to automate and involve different tools as much as you like. If what you are looking for, is not available in the HubSpot marketplace, you can probably integrate it anyways, I'm adding this link in case you want to further investigation: https://developers.hubspot.com/docs/api/overview

 

Hope that helps 🙂

 

Kind regards,

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento

元の投稿で解決策を見る

5件の返信
SQasim3
投稿者

Strategies To Success By Use AI

解決

Hi Bérangère, i want to create this project and want a know the right way to create this step by step,can i create this  with hubspot API.. or just create an application by using C# or Java and then connect that with Hubspot? If you know please guide me! my project is h down below. 

Customer received product samples(by mail). Customer receives an email if they see any opportunities with our products in their projects. When the customer opens the email and reads it, AI will call the customer directly after X minutes. and send a notification to us about it at the same time) Push notifications should appear indicating that we will call the customer in 2 minutes. is it possible to create this project?

  1. If the customer doesn't respond, we will send an SMS.   thanks/ Sameera
0 いいね!
Gilempert
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Strategies To Success By Use AI

解決

Hi @SQasim3 , if you have Marketing and Sales Pro, you can create a workflow where if the client opens (beware of apple privacy policy affecting this trigger) or clicks an email, a notification gets sent to the contact owner (for example) for them to make the call. If the contact doesn't answer, they should label the call as unanswered, and make that a trigger for the SMS to be sent.

 

That's an example, you can always work on the process further and work with other integrations to automate and involve different tools as much as you like. If what you are looking for, is not available in the HubSpot marketplace, you can probably integrate it anyways, I'm adding this link in case you want to further investigation: https://developers.hubspot.com/docs/api/overview

 

Hope that helps 🙂

 

Kind regards,

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento
SQasim3
投稿者

Strategies To Success By Use AI

解決

Thank you so much @Gilempert !☺️

Gilempert
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Strategies To Success By Use AI

解決

Hi @SQasim3, how are you?

 

You can use the Website Visits tool in HubSpot if you have the tracking code installed, to see which companies are visiting your website. 

You can also use tools like Clay to prospect, and Clearbit to track visitors, intent and match companies based on ICP (Ideal Customer Profile)

 

Hope that helps!

 

Kind regards,

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento
BérangèreL
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

Strategies To Success By Use AI

解決

Hi @SQasim3,

Thank you for reaching out to the Community!

What exactly are you looking for, please? Do you need more data to find potential customers?
Which data would you like to have?

First, I'd like to share these resources that might help you:

How AI Helps With Sales Prospecting
Get started with the ChatSpot AI assistant (BETA)

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer@Jnix284 and @Josh, do you have any suggestions to help @SQasim3, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a lovely day!

Best,
Bérangère


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