Congratulations on upgrading your Hub account! You've unlocked many powerful features, and this post will instruct you on how to enable these things.
Gmail 2-way sync
The Gmail sync feature will retrieve the last 10 messages for all prospects in your Hub account who have the same email address in your Gmail account. It takes a few hours for the sync to complete the first time, and then your data will be synced twice per day afterward.
To enable Gmail sync, click on your profile photo in the upper-right corner of Hub, then choose Integrations from the dropdown. You will see a button to connect your gmail account. You will need to log in with your Gmail credentials and approve the permission scopes.
API Access
From the left nav of your Hub account, expand Settings > API, then click on API Tokens. If a token does not already exist, create a new token.
Hub Chrome extension
The Hub Chrome extension uses AI to read the contents of any web page and insert a new prospect into one of your pipelines. To install and enable your Hub Chrome extension, follow these steps:
Gmail 2-way sync
The Gmail sync feature will retrieve the last 10 messages for all prospects in your Hub account who have the same email address in your Gmail account. It takes a few hours for the sync to complete the first time, and then your data will be synced twice per day afterward.
To enable Gmail sync, click on your profile photo in the upper-right corner of Hub, then choose Integrations from the dropdown. You will see a button to connect your gmail account. You will need to log in with your Gmail credentials and approve the permission scopes.
API Access
From the left nav of your Hub account, expand Settings > API, then click on API Tokens. If a token does not already exist, create a new token.
Hub Chrome extension
The Hub Chrome extension uses AI to read the contents of any web page and insert a new prospect into one of your pipelines. To install and enable your Hub Chrome extension, follow these steps:
Download the Hub Chrome Extension from the Chrome Web store
When you first launch the extension it will ask you to paste in the API key from Hub (instructions to create an API key are above). You'll only need to do this once. After the first time, all you need to do is launch the Chrome Extension when you're on a page which contains a person's info you want to import into Hub.
AI Generated Email
You can use AI to help generate emails and email templates within your pipelines. You will see a new tab called "AI Assistant" to the right side of your email. Make sure the "Purpose" is completed and click the "Generate" button to have AI re-create the email for you.
The AI uses all your notes and past emails to customize your message.
