The obo Group - ChatGPT App Install

The obo Group

Created Jan 26, 2023

The obo Group - ChatGPT App Install

3219
    a

Hubspot

2 Steps
1

Go to install link here

2

Search for the HubSpot account you wish to install in

Search for the HubSpot account you wish to install in
    a

Hubspot

9 Steps
3

Click the radio button next to the account name

Click the radio button next to the account name
4

Click on Choose Account

Click on Choose Account
5

Click on Connect app

Click on Connect app
6

Once install is successful, you will be redirected to the Connected Apps section of your HubSpot account. This can take a few seconds.

7

You should see "The obo Group - ChatGPT" app in the list

You should see "The obo Group - ChatGPT" app in the list
8

The app is now officially installed. If you navigate to any Contact, Company, Deal or Ticket record, you will see the app in the right sidebar

9

Navigate to Contacts

Navigate to Contacts
10

Click into a Contact record

Click into a Contact record
11

Look for in the right sidebar, an app called "ChatGPT"

Depending on page layout, you may need to scroll down to find it. It can be moved to be further up the page by clicking and dragging on the dots next to the "ChatGPT" name

Look for in the right sidebar, an app called "ChatGPT"
    a

Hubspot

3 Steps
12

Click on Open GPT

This will open up the prompt section

Click on Open GPT
13

Type in a prompt in the text box

Type in a prompt in the text box
14

Click on Send

It is possible for the prompt response time to be anywhere between 1 and 20 seconds, so please be aware that it could take a little bit of time.

Click on Send
    a

Hubspot

1 Step
15

Review the response

Review the response
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