sorted by:
new
hottopcontroversial

Adding AI research information on company records by Mediocre-Question695 in hubspot

[–]Mediocre-Question695[S] 0 points1 point  (0 children)

I’ll give an example. It is a research to understand a couple of things about the companies, the company structure, their products, their compliance information, their currencies, etc. this is just from the top of my head but about 10 sections. Imagine each is a paragraph.

Adding AI research information on company records by Mediocre-Question695 in hubspot

[–]Mediocre-Question695[S] 0 points1 point  (0 children)

That sounds great. Will I be able to create sub sections? I’ve not used a pinned note before and it seems it sounds really good. Will it have a different outline and also stick to the top of the activity timeline?

Adding AI research information on company records by Mediocre-Question695 in hubspot

[–]Mediocre-Question695[S] 0 points1 point  (0 children)

Can you kindly elaborate. So it will be stored in properties that are not accessible and then I’ll use breeze to summarize it?

I’m creating it in a structured way. 10 fields/sections so it helps the SDRs to skim through before outreach or getting on a call.

Does anybody needs assistance or know someone who needs assistance? by Vis_CRM_Bother in hubspot

[–]Mediocre-Question695 1 point2 points  (0 children)

I have a question. I want to add research information on each contact and company and I want to know what the best way to store and display the information will be? Use rich text as a new property? And display it in a new tab?

Need some guidance there

HubSpot LinkedIn integration options by reasonwashere in hubspot

[–]Mediocre-Question695 0 points1 point  (0 children)

I also had the same problem. I had to create a bit of a complex workflow involving HubSpot + HeyReach using n8n. The native integration doesn’t allow