Update CRM Records And Owners Using ChatSpot AI | HubSpot

Balancing sales time with data entry can be a challenge, but not anymore let's see how you can use Chatspot to easily update property values and assign owners to records. Go to Templates and over to the CRM tab. Here you'll see a prompt called Update Contact. Click into the prompt and you'll see a request for key pieces of information. Add the information needed and hit Send. The contact email is the way chatspot identifies the contact and makes it possible to find the record and easily update information. If you'd like to assign yourself as the owner to a record, go back to the CRM templates and select Contact Assignment. Enter the email address of the contact you want and hit Send. Once the request is completed, you'll see the record has been assigned successfully to you, and you can even open a new window to view this record in HubSpot. Updating your CRM data shouldn't take lots of time. Use Chat Spot to speed up your workflow and focus more time on sales. Start chatting today at Chatspot AI.