How to Use AI & Make for Self-Reported Attribution in HubSpot

Although HubSpot has built-in AI functionality, you can do so much more by leveraging the OpenAI API through Make (formerly Integromat). For example, you can use AI to report on self-reported attribution ("How did you hear about us?").

With a simple Make scenario, it's now possible to have the best of both worlds (automatically): using free-text input in your forms while still being able to report based on categories.

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

You will need 2 contact properties in your HubSpot CRM:

• A single-line text property (e.g., "Self-Reported Source "): This property will include the text the prospect submitted
• A dropdown-select property (e.g., "Self-Reported Source Channel"): This property will include your list's options, e.g., social media, online search, word of mouth, etc.

You can learn more about the prompt and Make modules in my LinkedIn carousel.