Check a customer's complaints
“Do any open tickets from our largest customer relate to a risk we track?”
Check whether complaints in HubSpot point to a risk you track.
HubSpot holds your companies, deals and tickets. Connect it to Drova and Sheila AI, the AI assistant in Drova, can read them and answer questions about them.
Once HubSpot is connected, Sheila AI can answer from it and from what’s already in Drova. Ask the way you’d ask a colleague. Here are a few ideas.
“Do any open tickets from our largest customer relate to a risk we track?”
“What do our deals and tickets say about this customer before I assess the risk?”
“Which of our business objectives do this quarter's customer complaints affect?”
“Suggest a risk from the pattern of late delivery complaints.”
“Suggest a task for the owner of each ticket past its deadline.”
Privacy and control
Each person connects their own HubSpot account. Sheila AI reads only the records you can already see.
Sheila AI points to what she read in HubSpot. Check it whenever you like.
Sheila AI doesn’t change anything in HubSpot. She suggests risks, tasks and control updates in Drova, and nothing is added until you accept it.
You approve access on HubSpot’s own screen, so your HubSpot password never comes to Drova.
Disconnect whenever you like and the access is removed. Your admin can switch HubSpot off for everyone.
Begin a free trial, or sign in if your organisation already uses Drova.
Connect to HubSpot in Settings and sign in on HubSpot’s own screen to approve access.
Ask in your own words. Sheila AI answers and shows you what she read.
Good to know
It connects HubSpot to Drova, so Sheila AI, the AI assistant in Drova, can read your companies, deals and tickets, and answer questions about them.
No. Today Sheila AI only reads from HubSpot. In Drova she suggests risks, tasks and control updates, and nothing is added until you accept it.
Yours. Each person connects their own HubSpot account, and Sheila AI reads only what that person can already see. A colleague connects their own account to use it.
Sign in to Drova, connect to HubSpot in Settings and sign in on HubSpot’s own screen to approve access. Your HubSpot password stays with HubSpot.
HubSpot shows you what Drova is asking for before you agree. Drova asks once for everything Sheila AI may need, so you don’t have to reconnect later, and you can turn some of it off on that screen.
Yes. You can disconnect HubSpot at any time, and your admin can switch it off for your whole organisation.
Integrations
Try Drova for free, then connect HubSpot from Settings.