The article explains how to register, connect and update your HubSpot account with AIssistify. It also lists the three places where you can use AIssistify features inside HubSpot: workflows, chatflows and CRM records.
AIssistify for HubSpot brings important automated AI-powered features to HubSpot Workflows, Chatflows and CRM Records (Contacts, Companies, Deals, Tickets and Custom Objects).
Step 1: Register at https://app.aissistify.com/
Step 2: Connect your HubSpot Account (Portal) at https://app.aissistify.com/integrations
After successfully connecting HubSpot Portal you may need to update your Company Name and Company Description. It is used in Email-writing actions to provide AI with the context of what your company does. Please be specific with your description, provide facts and important information on the value you product/service brings to your customers.
Now you can use AIssistify in three places inside HubSpot:
1) Workflows (Actions: Send to AI Assistant, Translate with DeepL, Company Description, Draft Sales Email)
2) Chatflows (custom action via Webhook - requires HubSpot Operations Hub Professional or Enterprise)
3) Contact, Company, Deal and Ticket records - CRM Card with actions: Generate email reply, AI Assistant, AI Chat