Connecting your GTM Stack to Chirp
This page explains GTM stack and how to connect various GTM tools to Chirp.
Last updated
This page explains GTM stack and how to connect various GTM tools to Chirp.
Last updated
A go-to-market (GTM) tech stack is a collection of integrated software tools and platforms that sales, marketing, and customer success teams use to facilitate the entire process of bringing a product or service to market.
Your GTM tech stack supports the entire customer journey—from initial engagement to deal closure and ongoing support—by automating tasks, providing data-driven insights, and facilitating efficient operations. This makes it one of the most essential considerations for your GTM strategy.
Chirp simplifies and streamlines your entire GTM (Go-To-Market) stack by seamlessly integrating essential tools like Slack, Calendar, CRM, and Note-taking apps. By centralizing these tools in one platform, it enables smooth communication, efficient scheduling, and effective sales pipeline management. Sales-Automizer empowers your team to focus on closing deals while automating repetitive tasks, ensuring greater productivity and better collaboration across all departments.
From the Dashboard screen shown below, users can easily connect the required tool by simply clicking the Connect button.
By integrating with Slack, you can receive instant notifications, reminders, and task updates directly in your Chirp workspace. This ensures your team stays informed and can act on tasks without switching between tools, enhancing collaboration and productivity.
Connecting with SLACK is mandatory. Please complete this step first.
Follow the simple steps below to integrate with Slack.
Click the Connect Button in the Integrate with Slack section.
The system will navigate to the screen shown below.
Click Allow to grant necessary permissions to Chirp and navigate to the next screen shown below.
Choose the Chirp account in the screen above, to integrate with Slack.
The Chirp system will automatically integrate the account and upon completion the following success screen will be shown.
Click Go to Dashboard to navigate back to the dashboard.
In Slack, you will find the Chirp SlackBot as shown in the screen below.
You can now invite birdie@trychirp.com to your sales calls. Alternatively, you you can simply book a meeting and slack will message you before a meeting has started.
Chirp allows you to integrate with your calendar to automatically track meetings, events, and appointments. This ensures you stay organized and never miss critical follow-ups. With calendar integration, Chirp also helps you prioritize tasks based on your schedule.
Follow the simple steps below to integrate Google Calendar.
Click the Connect Button in the Connect to your calendar section.
The system will navigate to the screen shown below.
Once the required access is granted, the Chirp system integrates the Calendar settings and displays the success message as shown below.
When a user connects their calendar (i.e. Google calendar), Zoom will be enabled as part of the process.
Book your meeting in the calendar. Ensure that both Zoom link is included in the meeting invitation and that a Chirp sheet has been generated for the meeting.
See Chirp Sheet for details on how to generate the Chirp Sheet
Once you join your call, Birdie (your Chirp assistant) will also join the call, automatically.
Every call participant will have to accept a request from the Chirp assistant to join the call. With this permission the assistant can begin recording the session.
Once approved, you are all set - Chirp Assistant will record your call on Zoom.
Integrating a CRM Tool like HubSpot allows you to sync customer and sales data effortlessly. You can track interactions, update records, and view insights directly in Chirp, ensuring your team has access to the latest information to drive effective customer engagement.
Click the Connect Button in the Connect to a CRM section.
The system will navigate to the screen shown below.
Click the CRM Tool for integration (in this example we are selecting HubSpot). Once selected, the system will show the following message, asking for confirmation.
Once the permissions are granted, the system asks for the HubSpot account as shown in the screen below.
Now, select the account and in the next screen, click Connect Button to connect HubSpot with Chirp.
The system will automatically connect the CRM tool with Chirp.
Chirp supports integration with popular note-taking tools, enabling you to save meeting notes, action items, and ideas in one place. This makes it easy to reference information later and ensures your notes are always accessible and well-organized.
Click the Connect Button in the Connect to a note taking tool section.
Select the button to grant HubSpot account access permissions to Chirp.
