Data Parrot for HubSpot: AI Deal Analysis Now Available Directly in Your CRM

The Data Parrot HubSpot UI Extension is now generally available! Install it from the HubSpot Marketplace and get AI deal health, risk analysis, and recommended next steps on every deal record. No configuration required.

AI Powered Deal Health Analysis Right in HubSpot

Every deal gets a Data Parrot card showing what's actually happening. Is the deal moving forward or stalled? Are the right people engaged? What's the real risk? Why will we win? Why will we lose?

Every open HubSpot deal is analyzed by the Data Parrot AI to reveal key deal health signals including:

• Overall Deal Health
• Deal Progression
• Purchase Intent
• Competitive Position
• Sales Rep Performance
• Stage Confidence
• Close Date Confidence
• Why We'll Win
• Why We'll Lose

Won and lost deals show why they closed the way they did. All the analysis your team needs, right where they're already working.

Always-On Insights in the Sidebar

Add the Data Parrot sidebar card and key AI insights stay visible as you work. Deal health, purchase intent, competitive position: whatever matters most to your process.

Each user picks which insights they want to see. Sales reps might focus on deal health and next steps. Managers might prioritize forecast category and stage confidence. The card adapts to how your team actually works.

Create Tasks from AI Suggestions

When Data Parrot spots something that needs attention, create a HubSpot task right from the deal page in HubSpot. The AI suggests next steps based on what's working (or not working) with the deal. Click to turn that suggestion into a task, assigned to the right person, linked to the deal.

Chat with Your Deal

The Data Parrot conversational AI is right there on the deal page. Ask questions about what's happening with this specific deal and get answers based on the full context: deal properties, all engagements, associated contacts and companies, their engagement history and more.

No more endlessly scrolling the timeline history to find the answers you need.

"Why does the close date keep slipping?" "What's changed since last week?" "Who's actually engaged from their team?" "Are we talking to finance?" Ask in plain language about this deal.

Get AI Deal Analysis in 3 Easy Steps

1. Add Data Parrot from the HubSpot Marketplace: Click here to add Data Parrot to your HubSpot account
2. Let the AI Onboard Itself: No configuration, no data mapping, no onboarding calls. The AI just gets to work and figures it all out. You will get notified when Data Parrot is ready.
3. Add the cards to your HubSpot deal view: Log into HubSpot, go to Settings > Integrations > Data Parrot > App Cards, and add the cards to your deal view.

That's it!