How can I use AI to ask for my HubSpot data along with other data sources?

Using AI to navigate data across HubSpot, Airtable, Google Sheets, and your database by utilizing the chat interface.

Howard Chi
Co-founder of Wren AI
Updated:
October 24, 2024
November 25, 2024
5 min read
Published:
October 24, 2024

Today, marketers and executives rely on tools to help them navigate through complex and dynamic markets; these SaaS tools commonly include CRMs such as HubSpot and SalesForce, mail services such as Mailchimp, analytics tools such as Google Analytics 4, etc. Companies using a variety of SaaS tools will also need real-time data from their databases, combining product information with SaaS data or contact lists collected from form tools such as Airtable and Google Sheets.

In order to gain a comprehensive view using various tools and databases, marketers must work together with data experts to carry out ETL (which stands for the Extraction, Transformation, and Loading process) processes across CRM, services, and databases. This often involves consolidating all the data into a single database to enable querying across these datasets. This process is not only technologically complex but also requires constant communication with the data team to ensure alignment with the needs and requirements.

With the advent of AI, what if we can ask for anything through a chat interface across sources? What if we can consolidate all the datasets across systems in one click and start chatting with the data without back-and-forth communication? What if AI can become your personal assistant and provide real-time insights into your prompt needs? What if everything above is not applicable to AI, and you can start using it right away?

In this post, I would like to share with you how to do all of that with the Wren AI Cloud.

What is Wren AI Cloud?

Wren AI Cloud is a SaaS platform where you can seamlessly integrate your operation and marketing data with other sources, allowing you to easily chat with your data for insights without switching between pages and systems.

CEO, Product and Sales/ Marketing Teams can chat with data from anywhere

You can easily connect to any database, such as MySQL, PostgreSQL, BigQuery, etc., and tools such as HubSpot, Airtable, Google Analytics 4, Google Sheets, etc.

Wren AI Cloud can help your team improve not only in faster product management and real-time data insights but also in providing easy access to data for our product and marketing teams. Now, they can ask Wren AI Cloud for data without involving the engineering team to write SQL queries and wait for results.

Here’s an around 1-minute clip that takes you through step-by-step instructions on how to use Wren AI Cloud with your HubSpot.

Connect Wren AI Cloud with HubSpot

How do you set up Wren AI Cloud with HubSpot?

Setting up Wren AI Cloud with HubSpot is very simple. After you sign up and log in to your account, you can select the HubSpot boilerplate for the setup project stage.

Selecting HubSpot Data Boilerplate, so Wren AI Cloud will directly import HubSpot pre-defined data models

Boilerplates are pre-defined templates that streamline your data analysis process. It offers pre-selected tables and columns, eliminating the need to import unnecessary fields and helping you get started quickly. Additionally, boilerplates include a curated selection of questions related to common topics, making it easier to explore your data and find valuable insights.

After you authenticate your HubSpot account with Wren AI Cloud, Wren AI will start synchronizing your data with Wren AI Cloud, as shown below.

Wren AI Cloud synchronize data from HubSpot.

After the synchronization is completed, You are all set; you can start digging into insights from HubSpot data. 😎

Data models from HubSpot

As previously mentioned, when you select the boilerplates, we will bring in the pre-defined data models and semantics to your Wren AI. When you complete the data synchronization to Wren AI Cloud, it will guide you to the data modeling page, where you can have a holistic view of the data models from HubSpot.

Data models from HubSpot

You can see each model's descriptions, types, and columns when you click one of the models.

Ask Questions about Your HubSpot Data

When you go to the home page, you will see a list of HubSpot questions that you can ask Wren AI to get results. For example, you can ask for lead analysis like “Find the top 5 countries with opportunities in the lifecycle stage” or contact segmentation such as “Count contacts grouped by country”.

Select one of the questions from the suggestions.

After you ask a question, it will suggest you three most relevant questions according to your datasets, pick one of the options, as shown below.

Select one of the options.

Get Answers from Wren AI

After you select one of the options, it will generate the final answer with the data and also provide a detail explanation of where it collects the data.

Get answers from questions, preview data and view SQL.

If you are a technical user, you would like to check the SQL behind the results, click “View Full SQL” to check the SQL.

View Full SQL to check in SQL statement.

Follow Up Questions

If you have some follow-up questions, you can ask follow-up questions in the same thread, Wren AI will based on the context that you asked previously follow up with more insights.

Ask follow-up questions in the same thread.

Join Data with Other Data Sources

With Wren AI Cloud, not only can you ask directly for your HubSpot data, but you can also join with other data sources, such as Airtable, Google Sheets, and databases; this is invaluable for marketers and executives who have data that is stored in different places, but you would like to have some aggregate numbers across those datasets.

Setup is also easy. Go to the “Settings” page at the bottom left of the screen, as shown below.

Go to the “Settings” page

Select “Data Connection” and then select “Connect a data source”, pick which data source you want to connect with your HubSpot data.

For example, using Airtable (see docs), fill in the information below, and you can start querying data across your Airtable data with HubSpot!

Make data more accessible to marketing and product teams.

At Wren AI, our mission is to empower marketing and product teams by making data more accessible. This enables them to make informed business decisions based on data rather than relying on guesswork, leading to faster and more effective innovation.

With the Wren AI Cloud, marketing managers can easily analyze their data across HubSpot, databases, and other sources. They can ask Wren AI to provide precise answers to their business assumptions without any guesswork.

Feel magical? Try it out now for free with Wren AI Cloud.

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