Overview
Ask Read is more than a search tool. It's a generative AI assistant that lets you query your whole knowledge base, including HubSpot, emails, meetings, documents, and more. You can ask complex, cross-platform questions and get synthesized, actionable answers, with citations and links to the original sources. Ask Read is great at surfacing insights that span multiple systems, and it's also handy for quickly finding a single HubSpot record or other piece of information.
Prerequisites
- A Read account with Ask Read enabled.
- The HubSpot integration connected and authorized in Read (requires a Read Pro, Enterprise, or Enterprise+ plan).
- Appropriate permissions in HubSpot for the data you want to search.
Step 1: Connect your HubSpot account
- Log in to Read.
- Connect HubSpot (see Connecting Your Read Account to HubSpot).
- Depending on your situation, you may need a HubSpot Super Admin to help with this.
- Read Workspace admins can also connect HubSpot for everyone in the Workspace (see Connecting your Read Workspace to HubSpot).
- Make sure Incorporate HubSpot data into Read is turned on in your HubSpot integration settings.
- Wait for your HubSpot data to finish syncing. This may take 15–30 minutes or more, depending on the size of your HubSpot account. You'll receive an email when the sync is complete and your data is ready to search.
Step 2: Run searches across HubSpot and more
- Click Ask Read in the left navigation.
- Type your question in natural language. For example, you can:
- Ask for summaries that combine HubSpot deals, meeting notes, and emails (for example, "Summarize all recent activity for the Acme Corp deal, including meetings, emails, and HubSpot notes").
- Prepare for meetings by combining CRM, email, and document insights (for example, "What open action items and recent communications do I have for contacts at Acme Corp?").
- Draft follow-up emails using context from meetings and HubSpot records (for example, "Draft a follow-up email to Jane Smith at Acme Corp referencing our last meeting and current deal stage").
- Identify pipeline risks by combining deal data and meeting sentiment (for example, "Which deals in HubSpot are at risk based on negative meeting sentiment or lack of recent activity?").
Step 3: Refine and explore further
- Narrow your search: To limit results up front, click the globe icon, then Custom. You can filter by date, source (for example, only HubSpot), and whether you or someone else created the content. See Using Ask Read to search your meetings and connected apps.
- Ask follow-up questions: Asking follow-ups in the same chat is often just as effective as filtering.
(Optional) Step 4: Use the HubSpot UI extension
- Read's HubSpot integration also includes custom app cards you can use to send Ask Read questions directly from HubSpot.
- To set this up, see Using Read’s HubSpot UI Extension.
Troubleshooting
- If HubSpot results are missing, confirm your integration is connected and the initial sync finished (check your email for the notification).
- If results look outdated, try your question again later, after Read syncs the latest updates.
- Read can only connect to one HubSpot account. If you have several, make sure you selected the right one when you connected.
- Some HubSpot record types aren't currently searchable, including tickets, files, tasks, and custom objects.