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Get Deep Research from Your HubSpot CRM in ChatGPT

Conduct deep analysis, test hypotheses, explore opportunities, and uncover insights using natural language. No coding required.
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The HubSpot deep research connector will automatically be available to all HubSpot customers across all tiers who have a paid ChatGPT plan (Enterprise, Team, Pro, Plus, or Edu).*

EEA, Switzerland, and UK customers will need a ChatGPT Team, Enterprise, or Edu plan, and all other regions can use any paid ChatGPT plan: Enterprise, Team, Pro, Plus, or Edu.

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Empower every team with the HubSpot deep research connector

Apply powerful, doctorate-level research and analysis to your customer data and context with the HubSpot deep research connector— and take action on insights.
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Marketing Teams

Convert leads faster by finding high converting contacts and creating tailored nurture sequences to boost engagement.

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Sales Teams

Find new opportunities for enterprise expansion through segmentation of target account by revenue, industry, and tech stack.

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Customer Success Teams

Drive retention by identifying active companies with growth potential and generating target plays to re-engage and revive pipelines.

Support teams - A support agent behind a computer

Support Teams

Analyze seasonal ticket trends to forecast staffing needs. Paired with Breeze Customer Agent, plan ahead and manage ticket surges seamlessly in HubSpot.

Looking for more use cases or have questions about the HubSpot deep research connector?

Find extended use cases, answers to frequently asked questions, and general information quickly about the HubSpot deep research connector on our knowledge base.

View our knowledge base

Enabling the HubSpot Connector

Ensure your Super Admin or a user with App Marketplace Permissions completes the HubSpot setup first. Once it’s enabled, others in your organization can connect by following the same steps.

With the HubSpot deep research connector, HubSpot customer data is not used for AI training in ChatGPT.*

1. Log into ChatGPT and enable deep research

Log into ChatGPT and enable Deep Research from the Tools menu.

2. Select HubSpot as a data source

Go to Sources and connect HubSpot

3. Connect your desired HubSpot Account

You'll now be directed to the HubSpot portal selector, where you can select your preferred account and click “Choose Account”.

4. Open a chat, select “Deep Research”, toggle HubSpot as your source and begin searching

Just start a new chat and enable “Deep Research.” In the sources menu, toggle the option to use your HubSpot CRM as the data source and you’re ready to start exploring your CRM data to get AI-driven insights.

AI should be easy to use and easy to trust.

Connect your CRM data to the HubSpot deep research connector—no complex setup required. Users can only view and analyze data they’re authorized to access.

Need inspiration? Explore our example prompts below.

Try these sample prompts with the HubSpot deep research connector

Simply copy the prompts below into ChatGPT, choose deep research, enable HubSpot in your sources, and start getting doctorate-level insights today.

Marketing

Identify Fast-Converting Personas

Identify the personas that converted fastest from lead to customer in the last 90 days. Recommend key attributes to target in future campaigns, then use the insights to build a lookalike audience or launch a persona-based sequence in HubSpot.

Sales

Analyze Pipeline Stage Friction

Compare win rate and average sales-cycle length for deals > $25K this quarter vs. last. Highlight the three slowest stages and recommend one friction-busting tactic per stage, then update stage guidance in HubSpot.

Service

Detect Risky Account Signals

Analyze recent support ticket language and satisfaction scores for signs of risk. Identify companies with open deals and negative service interactions, then generate a churn-risk brief for the CSM in HubSpot.

Marketing

Segment Sources by Performance

Segment contacts by source (e.g., webinar, content download, paid social). Compare conversion rates to customer and identify the best-performing cohort, then scale high-performing sources through nurture workflows in HubSpot.

Sales

Prioritize High-Likelihood Deals

List the 50 open deals most likely to close this month (based on close-date, last-modified date, and deal amount). Draft a one-sentence follow-up nudge for each, then send follow-ups directly from HubSpot.

Service

Flag Churn-Prone Customers

Analyze ticket volume, resolution times, escalation frequency, and upcoming deal renewal dates over the last quarter. Flag the top 15 accounts at highest churn risk, then use the insights to guide intervention strategies in HubSpot.

*The HubSpot deep research connector will automatically be available to all HubSpot customers across all tiers who have a paid ChatGPT plan (Enterprise, Team, Pro, Plus, or Edu).

EEA, Switzerland, and UK customers will need a ChatGPT Team, Enterprise, or Edu plan, and all other regions can use any paid ChatGPT plan: Enterprise, Team, Pro, Plus, or Edu.

The HubSpot deep research connector is currently only available in the web version of ChatGPT.

The connector respects existing HubSpot permissions—users can only access data they’re authorized to see. HubSpot customer data is not used for AI training in ChatGPT.

All functionality in ChatGPT is subject to HubSpot’s API usage limits and guidelines.