Using Rovo with the Connector for HubSpot & Confluence

This use case illustrates how Atlassian Rovo retrieves data directly from HubSpot within the Confluence platform.

The queries in this scenario demonstrate how to structure questions and what Rovo’s responses look like. You don’t need to type word-for-word; feel free to use your preferred writing style.

Scenario

Mary, a Confluence user, needs to use Rovo to quickly and accurately retrieve information from HubSpot for a report. Mary needs additional information about the ‘Feednation Deal’ in HubSpot. Mary also wants to verify that no existing reports exist for the same deal.

• The full details of the Feednation Deal specifically from January 25th, 2020

• The company ID associated with the Feednation Deal

• Find any existing documents or reports related to this deal

Solution

1. Go to a page in your space with the Hubspot table created.

2. Click on the Chat button, and in the dropdown click Browse Agents.

3. Select Hubspot Confluence Agent.

4. In this example, we use a page with Hubspot deals.

5. In the chat, type “Tell me more about the deal “Feednation Deal”

   

6. Rovo lists two deals with a similar name but a different date. Mary needs information specifically on the Feednation Deal (2020-01-25).

7. Next, type “Could you fetch the associated company with Feednation Deal (2020-01-25)?”

   

8. Rovo provides the Company ID and other relevant details on the associated company.

9. Finally, type “Find for any associated files or documents to this deal”

   

10. Rovo confirms that there aren’t any associated files or documents. Mary does not have to worry about writing a duplicate report on this deal.

11. With this, Mary has received all the information needed. Rovo also provides query prompts, Mary can use them to search for additional information.

The possibilities are endless, use Atlassian Rovo with Connector for HubSpot & Confluence to get answers, generate new ideas on CRM, and accelerate your everyday work.