HubSpot

Overview

Create prototypes from notes and customer feedback in HubSpot. Transform meeting notes, call recordings transcripts, and deal notes into interactive prototypes that visualize customer requests. This powerful workflow turns customer feedback into actionable prototypes you can share directly with customers for validation.

The integration captures customer context from your CRM data. When generating prototypes from deal or contact notes, Alloy considers the customer's industry, company size, and previous interactions to create relevant, personalized demos that resonate with their specific needs.

How it works

Generate prototypes from any note, activity, or deal in HubSpot. Click "Create Prototype with Alloy" from the actions menu to transform sales notes into interactive demos. The AI analyzes meeting notes, email threads, and call summaries to understand customer requirements and generate accurate prototypes.

Share prototypes back with customers through HubSpot sequences. After generating a prototype from customer feedback, include the prototype link in follow-up emails directly from HubSpot. This rapid turnaround from conversation to prototype demonstrates your commitment to solving customer problems.

Track prototype engagement in HubSpot properties. See which prospects and customers viewed prototypes, how long they engaged, and what feedback they provided. Use this data to qualify deals, prioritize features, and understand which solutions resonate with your market.