Hints Playbook AI: Keep Your CRM Up-to-Date with Video Call Data
Hints Playbook AI is a Chrome extension developed by Hintsflow Inc. that aims to improve data and forecast quality in your HubSpot or Pipedrive CRM. This handy tool auto-updates caller data from video calls to relevant CRM objects and fields, ensuring that your CRM remains up-to-date and accurate.
Using Hints Playbook AI is like having a co-pilot for your calls. The extension automatically opens a playbook during calls in Google Meet, Zoom, or Microsoft Teams (web version), and collects the answers based on your conversation. You have full control over what information is sent to the CRM, as you can set fields with your own notes. Additionally, you can view the entire conversation transcript after the call, allowing you to revisit important details.
With Hints Playbook AI, you can save time and effort by eliminating the need to manually update CRM fields after every video call. The extension seamlessly integrates with your existing CRM system, making it a valuable tool for sales and customer service teams.
