→ Industry Classification GPT ←

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Guide to Creating a Categorization Prompt with CRM Property Values

Step 1: Start the Process 0:00

• Click on the designated button to get started.
• Create a categorization prompt that includes CRM property values.

Step 2: Input Values 0:08 (see the tutorial on exporting these from HubSpot if you don’t know how)

• Copy the desired CRM property values from the source.
• Paste the values into the prompt input area.
• Hit 'Enter' to proceed.

Step 3: Review Generated Definitions 0:17

• The system will generate draft definitions for each value.
• Spend time reading through these definitions to ensure accuracy.

Step 4: Update Definitions if Necessary 0:28

• If any definitions are inaccurate, update them accordingly.
• These definitions will determine the categories.