Hey everyone! I’m trying to level up our sales game with some cool AI tricks. We’re using HubSpot and I’m wondering if anyone’s found a way to use AI that can actually search the web as part of the workflows.
I’ve got this idea, right? When someone books a demo, I want to automatically run an AI that checks out their website and whips up a quick report for our sales team. That way, our reps can go into the call super prepared.
I know Breeze can’t do web searches, so that’s out. Has anyone cracked this nut with a different tool? Or am I dreaming too big here? Any tips or experiences would be awesome!
\n// Example workflow pseudocode\nfunction onDemoBooked(prospect) {\n let website = prospect.getWebsite()\n let aiReport = webSearchingAI.analyze(website)\n salesRep.sendReport(aiReport)\n}\n
Thanks in advance for any help!
I’ve actually been experimenting with something similar in our HubSpot setup. While there’s no native AI web-searching tool in HubSpot (at least not yet), we’ve had some success integrating a custom solution using Zapier as a middleware.
Here’s what we did: We set up a Zap that triggers when a demo is booked in HubSpot. This Zap then calls a custom API we built using GPT-4 and some web scraping tools. The API analyzes the prospect’s website and generates a brief report.
The report gets sent back to HubSpot via Zapier and is attached to the contact record. We also set up an automated email to notify the sales rep.
It’s not perfect - sometimes the AI misses context or the scraper encounters issues with complex sites. But overall, it’s given our sales team a significant edge in preparation.
One caveat: Make sure you’re complying with all relevant data protection laws when implementing something like this. We had to get our legal team to review the process before rolling it out.
yo, that’s a cool idea! i’ve been messing with something similar using zapier + chatgpt api. it’s not perfect, but it grabs some basic info from websites and makes a quick summary. just be careful with privacy stuff, ya know? don’t wanna get in trouble. maybe start small and see how it goes before going all out?
I’ve actually tackled a similar challenge in my work. We ended up creating a custom integration using Python and the OpenAI API. Essentially, when a demo is booked, it triggers a script that scrapes the prospect’s website, feeds the content into GPT-3.5, and generates a concise report.
We then use HubSpot’s API to update the contact record with this information. It’s not a perfect solution - sometimes the AI misses nuances or the scraper hits roadblocks with JavaScript-heavy sites. But overall, it’s been a game-changer for our sales team’s preparedness.
One word of caution: make sure you’re adhering to data protection regulations. We had to implement strict data handling protocols to ensure compliance. Also, consider the ethical implications of automated data collection. It’s a fine line between being prepared and potentially overstepping bounds.
If you’re not comfortable with coding, there are some no-code tools emerging in this space, though they’re still in early stages. Might be worth exploring those as well.
While the idea of integrating web-searching AI into HubSpot workflows is intriguing, it’s not currently possible within HubSpot’s native capabilities. However, you might consider a workaround using third-party tools and APIs.
One approach could be to utilize services like Clearbit or FullContact, which can provide company data based on domain names. These could be integrated into your HubSpot workflow through Zapier or custom API calls.
Alternatively, you could explore building a custom solution using OpenAI’s GPT models combined with a web scraping tool. This would require significant development effort and ongoing maintenance, but could potentially yield the results you’re after.
Keep in mind that automated web scraping and AI analysis may have legal and ethical implications, especially regarding data privacy. It’s crucial to ensure compliance with regulations like GDPR before implementing such a system.