Review and push

The session card

After every session, Home shows one card for it in Tasks, with one row per record you touched:

I picked up 4 records from your session. Ready to push them to HubSpot?

Each row shows the record, a NEW badge if it is not in your CRM yet, and the field changes (tap to expand).

• Untick a row to leave it out of this push.
• Edit a row to change or remove fields before they go. Everything left in the edit sheet is what gets pushed.
• Tap the trash icon to discard a row. Nothing has reached your CRM yet, and this cannot be undone.

Push

Tap Push (or Push 4). The ticked rows go to your CRM and you see Pushed to HubSpot.

• No CRM connected? Push starts the connect flow first. Chirp pushes once it has finished reading your CRM.
• Still importing? Rows show Queued and push automatically once your CRM import finishes.
• Don't use a CRM? If you told Chirp I don't use a CRM, the button is Send it somewhere and opens the share sheet.

:::note Tasks to HubSpot If you told Birdie to put your tasks in HubSpot during the session, those tasks are already on their way. They do not wait for Push. :::

Rows that need your call

Some rows ask a question before they can be pushed. Answer it on the row.

What you see	What it means	What to do
Already in HubSpot?	A contact with the same email, a company with the same domain or name, or a deal with the same name already exists	Use the match to update the existing one, or Create a new one
Pick a stage	A new deal has no stage, and your CRM has more than one pipeline	Pick where the deal goes. With one pipeline, Chirp uses its first open stage and says so
CHANGED IN CRM	Someone changed the same field in your CRM since your session	For each field, Use mine or Keep the CRM's
FAILED	Your CRM turned the change down, with its reason	Edit the row and retry, or discard it
HubSpot deleted Acme	The record was deleted in your CRM	The changes can only be discarded

What each CRM can take

	HubSpot	Attio
Create and update companies, contacts, deals	Yes	Yes
Notes	Yes	Yes
Tasks	Yes	No
Company domain	No	Yes
Close date, website, industry, mobile phone	Yes	No

A field your CRM cannot take shows Your CRM can't take this change from Chirp yet.