Last updated: December 18, 2024
Available with any of the following subscriptions, except where noted:
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
You can add a card that displays company research on records. Once you've added the Company research insights card to your company records, you can use the card's prompts to gather AI-generated information about your companies.
Add the company research insights card to a record view
Users must have Customize record page layout or Super Admin permissions to customize a record view. You can only add the Company research insights card on company records.
- Navigate to the record view editor.
- On the middle column, click Add cards.
- Select the checkbox of the Company research insights.
- In the top right, click Save and Exit to apply your changes.
Research a company
The Company research insights card displays prompts to gather data about a company's news, competitors, and technology usage. To use the card on a record:
- In your HubSpot account, navigate to CRM > Companies.
- Click the name of a company.
- In the middle column, navigate to the Company research insights card.
- Click a prompt to generate company research.
- Retrieve company news: a summary of the latest news related to the company. Click See more news to view recent news articles. Click an article title to navigate to the article.
- Find competitors: a summary of the company's competitors. Click See more competitors to view specific details about the top three competitors. Click a competitor's name to navigate to the company's website.
- List tech this company uses: a summary of the technology used by the company. Click See more to view a list of the technology and the services it provides.
- To copy a response, hover over the result, then click the copy icon in the bottom right.
- Click Generate again to regenerate the response.
- To close the response, click the X in the top right.
Learn more about completing additional company research with Copilot.
