Hints Playbook AI

AI-powered co-pilot for video conferencing that automatically updates CRM data in HubSpot and Pipedrive.

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About Hints Playbook AI

Hints Playbook AI enhances your CRM data quality by automatically updating caller information from video calls in platforms like Google Meet, Zoom, and Microsoft Teams. The extension acts as a virtual co-pilot during your calls, opening a playbook that captures conversation responses automatically. You can customize which data fields to update and review the full conversation transcript afterward, streamlining your sales and customer success workflows.

How to Use

Install the extension. During video calls in Google Meet, Zoom, or Microsoft Teams (web), the playbook opens automatically. The AI captures responses during the conversation. You can review, edit, and then save the data directly to your CRM.

Features

Supports Google Meet, Zoom, and Microsoft Teams (web)

Automated transcription and note-taking during calls

Real-time CRM updates for HubSpot and Pipedrive

Captures and organizes data automatically from video meetings

Use Cases

Automatically update contact details after sales calls

Log meeting notes into CRM instantly

Improve data accuracy with automated data entry

Streamline customer follow-up processes

Best For

Sales teamsCustomer success managersAccount managersBusiness development professionalsSales enablement teams

Pros

Enables control over CRM data entry

Enhances CRM data accuracy

Provides full call transcripts for review

Reduces manual data entry and saves time

Cons

Dependent on call clarity for accuracy

Requires compatible web versions of video platforms

Initial setup and configuration may be necessary

Frequently Asked Questions

Find answers to common questions about Hints Playbook AI

Which video conferencing platforms does Hints Playbook AI support?

It supports Google Meet, Zoom, and Microsoft Teams (web version).

Which CRMs are compatible with Hints Playbook AI?

It integrates seamlessly with HubSpot and Pipedrive.

Can I choose what data gets sent to my CRM?

Yes, you can review, edit, and select specific information before it is sent to your CRM.

Is Hints Playbook AI suitable for sales and customer success teams?

Absolutely, it is designed to improve efficiency for sales, customer success, and account management teams.

Does the extension work in real-time during calls?

Yes, it captures responses and updates CRM data automatically during your video meetings.