Hubspot AI Search: How Dashworks Boosts Your CRM Intelligence

HubSpot is a robust CRM platform that houses invaluable customer data. However, sifting through all its contacts, deals, and emails can be a huge time-sink. Enter HubSpot AI search with Dashworks: a smarter, faster way to navigate CRM data. Let’s dig into how this integration works, the use cases it unlocks, and how to set it up.

How Dashworks Solves Two Major Frustrations of HubSpot Search

While Hubspot offers basic search functionality, there can be several common pain points with finding information:

• Limited Search Capabilities: Hubspot’s built-in search primarily relies on keyword matching, which can be restrictive and return irrelevant results.
• Information Silos: Data is often scattered across different Hubspot objects (contacts, companies, deals, etc.), making it difficult to get a complete picture.

Dashworks leverages the power of artificial intelligence to overcome these limitations and provide a superior search experience. Here’s how:

• AI-Powered Search and Question Answering: Ask questions in natural language, like “What’s the latest status on the Acme Corp deal?” and Dashworks will instantly surface the most relevant information from your Hubspot account.
• Unified Knowledge Base: Dashworks integrates with all your key business applications, including Hubspot, to create a centralized knowledge repository. This means you can search all your data sources from a single interface.

How Dashworks Integrates with Hubspot

Dashworks seamlessly connects with your Hubspot account, providing comprehensive search capabilities across a wide range of content types and fields:

• Contacts: Search by name, email, job title, company, phone number, and more.
• Companies: Find companies based on name, domain, industry, location, and other key attributes.
• Deals: Quickly locate deals by name, stage, amount, close date, or any other relevant field.
• Engagements (Calls, Emails, Meetings, Notes): Search through call transcripts, email threads, meeting notes, and other engagement records.

Dashworks goes beyond simple keyword matching, analyzing the context of your query to deliver highly accurate and relevant results.

Unlock New Possibilities with Dashworks

The integration of Dashworks and Hubspot improves several key workflows for your team:

• Faster Access to Critical Information: Sales reps can instantly find deal details, marketing teams can quickly access campaign performance data, and customer support agents can swiftly retrieve customer history.
• Improved Decision-Making: With all your Hubspot data at your fingertips, you can make faster, more informed decisions.

• Sales Team: A sales rep can ask Dashworks, “What’s the contact information for the decision-maker at Company X?” and instantly receive the answer, streamlining their outreach efforts.
• Marketing Team: A marketing manager can use Dashworks to analyze customer interactions across Hubspot and other platforms, gaining valuable insights for campaign optimization.
• Customer Support: A support agent can quickly access a customer’s complete history, including past interactions and purchase records, to provide personalized and efficient support.

Seamless Slack Integration

Dashworks also integrates seamlessly with Slack, bringing the power of AI search directly to your team’s primary communication platform. Ask questions, get answers, and share insights without ever leaving Slack.

Easy Setup, Immediate Impact

Getting started with Dashworks is quick and easy. Simply connect your Hubspot account with a few clicks, and you’ll be up and running in minutes.

Ready to supercharge your Hubspot experience with the power of AI? Try Dashworks today and discover a smarter way to search, analyze, and leverage your CRM data.