Jun 27, 2023
Introducing the newest update to our Hints Sales Copilot for Hubspot. With Hints, sales reps can update CRM on the move without opening it.
Here's how it works: We connect our SMS and Whatsapp chatbots directly to your CRM. Our AI is analyzing your text and voice messages, extracting CRM updates. Then, we automatically send those updates to your CRM.
We create new contacts, deals, log calls, notes, and other activities. We even update your sales playbooks and custom fields. Everything you were updating by hand can be updated with Hints.
For sales leaders, this means increased pipeline accuracy and sales playbooks adoption.
To get started, head over to Hints.so to set up your account. It'll only take 30 seconds! On the last step you can decide whether you want to use sms or whatsapp to update your CRM.
Once your account is live, you'll receive a text message with simple instructions. You can start with something simple and send the following message:
Create a new deal: Hints, George Levin, email@example.com, close date Friday, budget $10,000.
In 5 to 10 seconds you will see a new contact George Levin and a new deal “Hints” in your pipeline.
Now, let’s update this deal and log a note, a task, and a call:
Send a note to Hints: "The meeting went great."
Send a task to Hints: "Call George on Friday at 5 pm."
Log a call to Hints: "Yesterday at 3 pm."
Open the deal and you will see a new note, task and a logged call.
You can also do the same through WhatsApp. By the way, we integrated Whisper into WhatsApp voice-to-text. It’s a speech recognition system that works better than the built-in one. It understands all languages and accents.
Also, you can use Hints to automatically populate your playbooks. Playbook support is currently in beta. If you need it, just let us know, and we'll activate it in your account.
You're all set to start using Hints right now! Just visit hints.so and set up your account. If you need any assistance or custom integration, feel free to reach us at.