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