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What is ChatSpot AI and Why You Should Use It?

May 16, 2023

Discover ChatSpot: HubSpot's innovative AI tool revolutionising CRM interactions. Learn about its features, benefits, and how businesses can leverage this powerful tool for marketing and sales automation.
What is ChatSpot AI and Why You Should Use It?

What is ChatSpot?

ChatSpot is an innovative tool that is revolutionising the way users interact with CRM systems. By combining the power of HubSpot’s CRM with OpenAI’s ChatGPT, DALL-E 2, and Google Docs, ChatSpot offers a seamless and efficient way for users to ask questions and give instructions in a chat interface. This cutting-edge technology not only saves time but also enhances the user experience by simplifying tasks such as prospecting research, adding contacts to the CRM, and creating custom reports. With ChatSpot, businesses can streamline their processes, improve productivity, and drive better results. It's truly a game-changer in the world of CRM interaction, offering a new and exciting way to work smarter, not harder.

Did you know: Over 85% of marketers and sales professionals agree that AI enhances content quality and prospecting efforts. 

How is ChatSpot changing CRM interaction?

ChatSpot is revolutionising the HubSpot CRM landscape with its groundbreaking approach to user interaction. At the heart of ChatSpot's innovation lies its ChatUX feature, a game-changer designed to elevate user experience and streamline CRM task completion.

ChatUX operates on a "describe and done" principle, ditching the conventional "point and click" method for a more intuitive user journey. This shift allows users to effortlessly achieve their goals, from crafting lead reports to generating content, without the hassle of navigating complex features. The result? Enhanced efficiency, time-saving benefits, and a boost in overall productivity for users.

By offering a more natural and seamless interaction with software, ChatUX bridges the gap between humans and machines. Gone are the days of memorising intricate workflows or mastering convoluted commands – ChatSpot simplifies it all with a simple chat interface, taking the heavy lifting off the users' shoulders.

But the advantages of ChatSpot extend beyond report creation and content development. This innovative tool lends a helping hand in various HubSpot tasks, including data entry and customer support. By providing a smooth and user-friendly software interaction, ChatSpot is not just enhancing the user experience; it's propelling productivity and efficiency in the realm of CRM to new heights.

What are some of ChatSpot's top features?

ChatSpot boasts an array of features, and we've highlighted a select few of our top picks below:

1. Integrating seamlessly with ChatGPT, HubSpot, DALL-E, and Google Docs

ChatSpot connects users to a dynamic quartet of platforms. This innovative feature empowers users to effortlessly retrieve and share data across multiple platforms, enhancing efficiency and saving valuable time. With ChatSpot AI at their fingertips, users can complete tasks seamlessly without the need to switch applications.

2. Prompt Templates & Library

In addition to its platform integration prowess, ChatSpot offers a treasure trove of prompt templates and a resource-rich library. These tools serve as an invaluable resource for users, providing a quick start and customisable solutions to meet individual needs. Whether troubleshooting issues or seeking answers to common queries, the prompt templates and library are there to support users every step of the way.

3. Push HubSpot data to Google Sheets

Furthermore, ChatSpot's ability to push HubSpot data directly to Google Sheets adds a layer of convenience for businesses seeking data-driven decision-making. This feature simplifies the process of visualising and analysing data, ensuring that users can tailor the information displayed on Google Sheets to focus on the most relevant data for their operations.

What you can use ChatSpot for?

1. Generating written content: Craft compelling emails subject lines, captivating blog post titles, engaging LinkedIn articles, detailed buyer personas, and polished drafts for blog posts or sales emails. Tailor each piece with specific details on the desired topic and tone to perfectly align with your business' unique style.

2. Generating images: Generate visually appealing images for your website and social media, tailored to your specific criteria. Choose from a variety of templates that define the style of the image, ensuring a professional and eye-catching look for your online platforms.

3. Prospecting: Gather insights on company demographics such as age, size, industry, and location, along with details on their technology services, website domain, SEO rankings, competitors, and latest news. Stay updated with notifications sent directly to your inbox for real-time updates on company happenings.

4. Summarising content: Request concise summaries of the articles.

5. HubSpot support: Pose inquiries that ChatSpot can address utilising the HubSpot Academy and HubSpot Knowledge Base.

6. Completing actions with CRM records (HubSpot account required): Perform tasks such as creating, summarising, assigning, or updating contacts, companies, deals, and tickets. Additionally, you have the ability to generate or review notes and tasks related to these records. Learn more here.

7. Generating reports and surveys: (HubSpot account required): Generate a concise overview of your account's data, craft detailed reports tailored to specific criteria, or create an engaging feedback survey.

What are the best prompt examples with ChatSpot?

Within ChatSpot, there’s a library of over 40 prompts to help you better understand how the AI chatbot can streamline your marketing and sales processes.

Marketing Prompts

- Draft a blog post about [[topic or topics]]
- Generate an image of [[describe image]] that is [[adjective]]
- What PPC keywords does [[company url]] buy?
- Draft an email to promote our new product [[product description]] aimed at [[persona description]]
- Research keywords [[domain name]] ranks for organically

Writing Prompts

- Explain [[concept]] to me like I am 5 years old
- Come up with an [[adjective]] tagline for our new product which [[describe the product]]
- Draft Tweet about [[topic]] that is [[adjective]]
- Modify this blog post by [[desired improvement]] [[blog contents]]

Reporting Prompts

- Create a report of [[object name]], grouped by [[property name]]
- What are the top reports I need to track [[business objective]]?
- Create a report of [[object name]] added [[timeframe]] summarised by [[property name]]
- Analyse the performance of our most recent email campaign

Sales and Prospecting Prompts

- Add contact [[email]] and follow-up in [[number of days to follow up]] days
- Assign [[contact email]] to me
- Look up info on [[email address]]
- Research company [[company domain]]
- Show me funding data for [[company url]]

How can businesses get started with ChatSpot AI?

Are you as sold on ChatSpot as we are? Follow these 3 simple steps to get set up:

1. Sign up for a free account via
2. Link your account to your HubSpot CRM and Google Account
3. Check out the prompt library and get prompting

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