HubSpot is currently the best CRM Suite and has built-in AI functionality, but there's so much you can do by combining HubSpot and OpenAI API through Make (formerly Integromat). Here’s an example of how you can use AI to report on self-reported attribution ("How did you hear about us?").

1. Use ChatGPT & Make
for Self-Reported
Attribution!

2. In this example, I’ll
show you how to use
OpenAI API and Make
with the
best CRM:

3. But of course, you
can use Make with
any CRM and
Google Sheets.

4. You will need 4
Make modules:

5. 1
HubSpot CRM
Watch
Submissions for a
Form

6. Watch Submissions
for a Form

7. 2
OpenAI
Create a
Completion

8. Create a Completion

9. 3
HubSpot CRM
Search for
Contacts

10. Search for Contacts

11. 4
HubSpot CRM
Update a Contact

12. Update a Contact

13. You will need
2 contact
properties
in your CRM

14. a) A single-line text
property (e.g., "Self-
Reported Source")
The property will include
the text the prospect
submitted

15. b) A dropdown select
property (e.g., "Self-
Reported Source
Channel")
It will include your list's
options, e.g., social,
online search, word of
mouth, etc.

16. The Make scenario will
use the text from the
form submission and
ask ChatGPT to
categorize it based on
the options of your list.

17. The prompt looks
like this:

18. Prospects that request a demo fill out a form. They are also asked to self-report
"where they heard about [company name]." This is a single-text property ("Self-
reported source") so they can write whatever they want.
Check the "Self-reported source" below and reply with one of the options that fits the
"Self-reported source channel" best. You must understand what they mean even if
they haven't used the exact words. Reply with the internal value of each option that
is inside the brackets. Your reply should only include the exact words of the internal
value without punctuation, spaces, or other words. You shouldn't change
capitalization either.
"Self-reported source": [Insert the Self-reported source property from the first
module]
Self-reported source channels:
1. [Name of Option 1] [internal_value_1]: [Description of Option 1]
2. [Name of Option 2] [internal_value_2]: [Description of Option 2]
3. [Name of Option 3] [internal_value_3]: [Description of Option 3]
4. [Name of Option 4] [internal_value_4]: [Description of Option 4]
5. [Name of Option 5] [internal_value_5]: [Description of Option 5]
6. Other [Other]: Anyone who doesn't fit the categories above
If it is blank or doesn't fit the options above, select Other
Use the Internal values of each option:
Option 1: [internal_value_1]
Option 2: [internal_value_2]
Option 3: [internal_value_3]
Option 4: [internal_value_4]
Option 5: [internal_value_5]
Option 6: Other
So, if for example, the Self-reported source is "I googled it' your message should be
[internal_value_3] because this is the internal value of option 3. If the Self-reported
source is "an acquaintance recommended it", your message should be
[internal_value_1] because this is the internal value of option 1. And so on.

19. It works, but make
sure you check
manually
occasionally.

20. /dimosmichailidis
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