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Accounts in Superhawk AI represent the companies going through a trial evaluation. They sync directly from your CRM — whether you use HubSpot or Salesforce — so your trial data stays up to date without manual entry.

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Linking an Account to a Trial

1

Open the trial

Navigate to the Trials page and click on the trial you want to manage.
2

Click Link Account

On the trial detail page, click the Link Account button.
3

Search for a CRM account

Type the company name in the search field. Superhawk AI searches your connected CRM for matching accounts.
4

Select and confirm

Click on the correct account from the search results and confirm the link. The account and its associated data will be added to the trial.
You need a connected CRM integration to search for and link accounts. See the HubSpot setup guide if you haven’t connected your CRM yet.

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What Account Data Includes

Once an account is linked to a trial, Superhawk AI pulls in and organizes the following data:
  • Contacts — The people at the company involved in the trial, synced from your CRM
  • Deals — Associated deal records and their current stage
  • Email activity — Communication history between your team and the account’s contacts
  • Session recordings — Product usage sessions recorded during the trial period
This data feeds into Superhawk AI’s AI analysis, giving you a complete picture of how the trial is progressing.

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Managing Multiple Accounts

A single trial can have multiple accounts linked to it. This is useful for:
  • Trials involving parent and subsidiary companies
  • Multi-department evaluations within a large organization
  • Joint evaluations between partner companies
You can add or remove linked accounts at any time from the trial detail page.
Removing an account from a trial does not delete any data. The account and its history remain in your CRM. You can re-link the account later if needed.
Use Trial Analysis Reports to get AI-generated insights about how each linked account is engaging with your product during the trial.