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Retrieve research, visitor, news, job change, and custom signals for your tracked companies.
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"Look across all the accounts I own. Based on signals from the last 7 days, give me a ranked shortlist of who to reach out to today and draft a personalized email for each."
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Focus outreach on accounts showing buying interest right now.
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All tiers. Requires company tracking in HubSpot's buyer intent app and the optional signals read scope.
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September 2026
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Check AI Engine Optimization performance, review brand recommendations, and manage tracked prompts.
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"Which competitors are gaining on me in AI share of voice?"
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Track and improve how your brand shows up in AI answers.
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Marketing Hub Professional or Enterprise, with AEO access on the account.
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September 2026
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Pull any saved HubSpot report into a conversation for consistent, repeatable analysis.
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"Show me my [report name] report. Which signals are driving the strongest pipeline progression?"
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Get repeatable analysis from reports you built and trust.
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All tiers
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September 2026
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Create, edit, publish, and unpublish website pages, and pull page performance.
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"Create a new page using my [template name] template, publish it, then show me how my other published pages have been performing this month."
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Create and update site pages, then check how they perform.
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All tiers
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September 2026
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Create custom pipelines, pipeline stages, and custom properties without opening HubSpot.
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"Create a new pipeline for [use case] with these stages. Add a custom property to the Contact object called [property name]."
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Set up pipelines and properties without opening HubSpot.
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All tiers
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September 2026
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Build landing pages in Claude Design using your HubSpot context, then send them to HubSpot as drafts to review and publish. Resending a published page creates a new version.
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"Design a landing page for [offer] using my HubSpot brand and product context, then send it to HubSpot."
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Draft landing pages for products, content, or campaigns right inside Claude.
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All tiers. Claude Pro, Max, Team, or Enterprise plan. Landing pages only.
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August 2026
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Create, edit, publish, and unpublish blog posts. Author, featured image, meta description, slug, and title are required to publish.
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"Draft and publish a blog post on [topic] with an assigned author, featured image, meta description, and slug."
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Marketing teams can publish blog content without switching tools.
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All tiers
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August 2026
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Read and write any customer-defined object, like product usage or subscription data.
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"Pull win/loss analysis combining our custom records with deal history."
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Run analyses that used to require a spreadsheet export.
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All tiers
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August 2026
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Read and write appointments, projects, listings, services, courses, and orders and carts.
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"Show all upcoming appointments for [customer] and book a follow-up."
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Manage appointments, onboarding, and deliveries conversationally.
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All tiers
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August 2026
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Query active leads and lead status, then create and update leads from a conversation.
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"Score my leads using engagement data and analyze lead-to-deal conversion."
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Prioritize who to follow up with and capture leads from offline conversations.
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July 2026 (read), August 2026 (create and update)
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Create or edit drafts, configure send details, schedule, and publish, then analyze post-send performance.
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"Which marketing email subject lines generated the highest clicks in the last month?"
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Learn what's working, then build your next send in the same conversation.
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All tiers. Enable the marketing email scopes and team read access.
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July 2026
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Campaigns and attribution
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Create campaigns, add assets, and see revenue and deal attribution
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"Which campaign generated the most revenue in the last month?"
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Find which campaigns drive revenue, then build the next one.
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Marketing Hub Professional or Enterprise
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July 2026
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Landing pages and content analytics
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Create and update landing pages, then pull views, submissions, and conversion rates. Analytics also cover website pages and blog posts.
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"Which landing pages drove the most form submissions last quarter?"
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Launch pages faster and see which ones convert over time.
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All tiers
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July 2026
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Conversations and Help Desk
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Read messages across Help Desk and Conversations inboxes, including live chat, team email, SMS, WhatsApp, and Facebook Messenger.
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"Summarize the most common questions across inbox and help desk channels this month to identify trending issues."
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Walk into calls with full context and spot trending issues across channels.
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All tiers. Requires the optional conversations scope. Not available in accounts with Sensitive Data turned on.
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July 2026
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Quotes and revenue objects (public beta)
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Create and manage quotes, and read contracts, subscriptions, invoices, payments, and payment links.
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"Pull the line items from [deal], apply our branded quote template, and publish."
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Go from deal to sent quote in one conversation.
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Revenue Hub Professional or Enterprise
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July 2026
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Conditional property rules
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Respects conditional field logic and custom pipeline stage validations when Claude creates or updates records.
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"Update the deal [deal name] to Closed Won."
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Keep data clean when Claude writes to records.
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All tiers
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July 2026
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Read Partner Client Object records. Reference the object in your prompt.
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"List all clients from my partner client object."
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Surface accounts with churn risk, upcoming renewals, or upsell potential.
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Partner Seat or Super Admin permissions.
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July 2026
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Verified domain restriction
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Claude Enterprise admins can restrict connector access to company-provisioned accounts on a verified domain.
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N/A (admin setting)
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Keep connector access on company accounts only.
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Claude Enterprise
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July 2026
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Deals, contacts, and companies
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Look up records and review deal stages, properties, and recent activity.
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"Show me all my open deals sorted by close date. Which ones haven't had any activity in the last two weeks?"
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Prep for calls and keep the pipeline current without opening HubSpot.
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All tiers.
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July 2026
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Create and update records
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Create and update contacts, companies, deals, tickets, line items, and products. Log notes, calls, meetings, tasks, and emails. Changes show a preview and need your approval.
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"I just got off a call with [contact]. They're interested but need budget sign-off. Log a note and create a follow-up task for next Friday."
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Capture follow-ups before you forget and keep records current.
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All tiers
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At launch
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Engagement and account history
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Pull emails, calls, meetings, notes, tasks, and open tickets for a full account picture.
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"Pull a full history for [company], including all emails, calls, notes, and open tickets, before my QBR tomorrow."
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Prepare for QBRs, renewals, and calls in seconds.
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All tiers
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At launch
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Review, create, and update tickets, sorted by priority, owner, or date.
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"Show me all open tickets assigned to my team this week, sorted by priority and creation date."
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Clear your queue faster by focusing on what's urgent.
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All tiers
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At launch
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Charts and visual summaries
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Turn HubSpot data into charts and graphs directly in the conversation.
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"Show me my pipeline by stage as a chart."
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See your data at a glance without a spreadsheet export.
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All tiers
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At launch
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