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.
Linking an Account to a Trial
Open the trial
Navigate to the Trials page and click on the trial you want to manage.
Click Link Account
On the trial detail page, click the Link Account button.
Search for a CRM account
Type the company name in the search field. Superhawk AI searches your connected CRM for matching accounts.
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. 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.
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. 
