How it works
Uman is organized around three key modules:
Business Development
Deal Execution
Account Management
By integrating with HubSpot CRM, Uman enables users to benefit advanced reasoning capabilities, enriched with the relevant CRM context. This bidirectional integration syncs Accounts, Contacts, and Opportunities on behalf of the user, enhancing productivity and improving client conversations.
Key Benefits
Prepare for meetings with rich historical context: Gain instant access to valuable customer insights, including past interactions, deals, and key contacts, ensuring you're well-prepared for every meeting.
Automated CRM updates: Meeting follow-ups are automatically ingested into HubSpot — no more manual CRM updates.
Seamlessly add prospects in CRM: Easily push new accounts with contact data into your CRM with rich insights and outreach scripts for execution.
Technical Setup and details
The integration offers powerful capabilities for handling essential HubSpot objects (predefined scopes), including:
1. Accounts (Companies)
Read Data: Access detailed company profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update company records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or companies.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
Setup Instructions
To enable integration, follow these steps:
HubSpot Super Admin Approval: A HubSpot Super Admin must approve the Uman public app to initiate the connection. This can be done in HubSpot.
Connection Confirmation: After granting access, the Uman public app will appear in the 'Connected Apps' section of the client's HubSpot account, confirming the successful connection.
For further assistance, please contact our support team or visit our comprehensive knowledge base.