Integrations

Hubspot

Search through your hubspot DB for Knowledge bases, articles, Lead Enrichment, Company info with the help of Clio AI integration.
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Overview

HubSpot is an all-in-one CRM and marketing platform that helps businesses manage their customer relationships, marketing campaigns, and sales processes. With Clio AI, you can index and search through your HubSpot contacts, deals, marketing content, and more, making it easier to find specific information and streamline your sales and marketing efforts.
Features

Clio AI integrates with HubSpot APIs to index contact data, deal records, marketing content, and other relevant information within the platform. It can search through the indexed data, enabling semantic search capabilities for efficient retrieval of specific contacts, deals, or marketing materials.

Benefits
  • Improved sales and marketing effectiveness by quickly accessing relevant contact information, deal records, or marketing assets.
  • Enhanced productivity by efficiently finding specific contacts or marketing content within HubSpot.
  • Cross analyze hubspot data with internal data to synthesize more insights.
  • Efficient organization and retrieval of data based on its content, leading to time savings and better customer engagement.

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Integrations

Extensible Integrations

Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.

Internal Data Sources

Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.

Native Plugins

For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager

Data from websites

Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.

Custom API endpoint

Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations

Clio AI integrates with 300+ business apps

Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
All integrations

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Simple Out-of-the-box solution

Provide true intelligent search to your employees. Anyone can find anything they need to complete their task, by just asking for it.
Like Every employee has an EA.

Grounded in your company and your people

Get direct answers, summaries, and citations, all personalized for who is asking the question, and from your company's knowledge. In 1/10 of the time. And no hallucinations.

Turnkey enterprise grade offering

A plug and play solution that enables enterprises to meet scaling and life-cycle management requirements easily and cost effective manner.

Spend time thinking not searching. Get a demo today.

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