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Workflow AI (Chat GPT) Actions

Features

Research & Data Enrichment

Analyse CRM record properties and associated activities to enrich data. Through ChatGPT reference external databases and online sources to enrich CRM records with additional data such as industry trends, latest news, segmentation data and other publicly available details, improving the overall quality and usefulness of CRM data.

Data Cleansing & Validation

Use ChatGPT to review CRM data for inconsistencies, errors, and duplicates, returning corrections and automatic updates. This ensures that CRM information remains accurate and reliable, reducing the risk of errors in communication and decision-making processes.

Next Best Product/Action Recommendations

Using activity and CRM record data, use ChatGPT to suggest personalised product recommendations or actions based on customer behavior and preferences. These insights can drive targeted marketing campaigns, tailored offers, and enhance customer satisfaction by anticipating their needs.

Sentiment Analysis & Customer Insights

By analysing customer interactions and feedback stored in the CRM, ChatGPT can determine the sentiment and identify underlying issues or opportunities. This information can trigger specific responses, such as escalating issues to support teams or targeting satisfied customers with loyalty programs.

 

How to Use

  1. Sign up for an Integration Glue Account.
  2. Install the Workflow AI (ChatGPT) Actions Micro App from the HubSpot Marketplace.
  3. Create a new Workflow or edit an existing Workflow.
  4. Add one of the Workflow AI (ChatGPT) Actions.
  5. Configure the Action.
  6. Run the Workflow to see your updated data.

Pricing

Free 


Includes 100 credits; Actions use 1 credit each time they run = 100 runs of Custom Actions per month 
 


Starter 


Includes 10,000 credits; Actions use 1 credit each time they run = 10,000 runs of Custom Actions per month 
 


Professional 


Includes 100,000 credits; Actions use 1 credit each time they run = 100,000 runs of Custom Actions per month 
 


Enterprise 


Includes 1,000,000 credits; Actions use 1 credit each time they run = 1,000,000 runs of Custom Actions per month 

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