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0:00
Now you know that our AI agent can capture contact information directly into your HubSpot CRM, or even integrate natively with your HubSpot calendar to book meetings for you. In this video, I’m going to walk you through Pipeline Impact.
0:31
In this section, you’ll see a breakdown of the pipeline impact generated from the contacts our agent has captured for you.
0:52
You can filter this view by 7, 30, 90 days, etc. It shows total conversations, how many leads were captured, and how many meetings were booked—both into your HubSpot contacts and directly onto your HubSpot calendar.
1:12
As deals progress inside HubSpot, this becomes even more powerful. Let me explain with an example.
1:24
Let’s say someone comes in and books a demo.
“What CRM do you use?”
HubSpot.
“What’s your business email?”
Let’s say: ammar.khan_test11@expertise.ai.
The email will automatically pre-populate.
2:27
From here, the user can enter their details and book a meeting. Once the meeting is booked, it takes up to a day for the data to sync, but then it will appear in your Pipeline Impact dashboard.
2:45
Since this is a native HubSpot calendar integration, any booked meeting will show up. And if a lead was captured, it will show as a lead captured—meaning basic contact info like name, email, etc.
3:00
By the way, the email address isn’t required for attribution to work. Even if the person didn’t provide their email and only booked a meeting directly, we would still be able to attribute that back to the AI agent.
3:21
Now here’s the interesting part: once that lead shows up in HubSpot, and later that contact becomes a deal—let’s say you create a deal and associate it with that contact—HubSpot will automatically attribute that deal back to Expertise.
4:01
So if that deal is worth $25,000, your Pipeline Impact dashboard will reflect that $25,000.
4:19
This lets you clearly see the ROI of your investment in the tool and share those numbers with your team or leadership. For example: “This generated 11 leads, 5 booked meetings, and $25,000 in qualified pipeline.”
4:49
Hope that helps. Enjoy!