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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.

  • Sales

    Sales

    Analyze my current sales pipeline and identify the top 10 deals most likely to close this month based on deal value, last activity date, and time in the current stage - so you can prioritize your outreach efforts.

  • Sales

    Sales

    Create a 3-email follow-up sequence for prospects who haven't responded in 14+ days, addressing common stalling objections around budget, timing, and decision-making authority - so you can re-engage dormant leads systematically.

  • Sales

    Sales

    Compare win rates for deals above $25K versus below $25K over the past quarter, identifying the top 3 factors that differentiate successful larger deals - so you can replicate winning strategies.

  • Sales

    Sales

    Segment target prospects by company size (1-50, 51-200, 200+ employees), industry vertical, and technology stack to create tailored outreach approaches for each segment - so you can personalize your sales strategy.

  • Sales

    Sales

    Draft a cold email template for prospects in companies with 100+ employees who have visited your pricing page but haven't engaged, focusing on ROI and implementation timeline concerns - so you can convert website visitors into qualified leads.

  • Sales

    Sales

    Identify the 3 sales stages where deals spend the most time and create specific action plans to accelerate progression through each bottleneck stage - so you can shorten your sales cycle.

  • Sales

    Sales

    Create a discovery script that uncovers which competitors prospects are evaluating, along with response frameworks for the top 3 competitive objections - so you can win more competitive deals.

  • Sales

    Sales

    Develop criteria for identifying renewal accounts at risk (based on usage patterns, support tickets, and engagement levels) and create intervention strategies for each risk level - so you can proactively prevent churn.

  • Sales

    Sales

    Analyze which combination of touchpoints (calls, emails, LinkedIn messages) leads to the highest response rates for prospects in different company size segments - so you can optimize your outreach cadence.

  • Sales

    Sales

    Create a framework for identifying existing customers ready for expansion based on growth indicators, usage metrics, and tenure milestones - so you can systematically grow account value

  • Marketing

    Marketing

    Compare conversion rates from different lead sources (organic search, paid ads, webinars, content downloads) over the past 90 days to identify your highest-ROI channels - so you can optimize budget allocation.

  • Marketing

    Marketing

    Analyze which buyer personas convert fastest from first touch to customer, and create targeted nurture sequences for your top-converting personas - so you can accelerate pipeline velocity.

  • Marketing

    Marketing

    Identify which content types (whitepapers, case studies, webinars) generate the most qualified leads by analyzing engagement patterns and subsequent sales outcomes - so you can focus content creation efforts.

  • Marketing

    Marketing

    Track multi-touch attribution across your marketing campaigns to understand which combination of touchpoints leads to closed deals - so you can replicate successful customer journeys.

  • Marketing

    Marketing

    Segment email recipients by engagement level (high, medium, low) and create re-engagement campaigns for each segment based on their interaction patterns - so you can improve overall email performance.

  • Marketing

    Marketing

    Identify where prospects drop off most frequently in your marketing funnel and create specific interventions for each stage to improve progression rates - so you can reduce funnel leakage.

  • Marketing

    Marketing

    Develop targeted messaging frameworks for your top 3 industry verticals, highlighting industry-specific pain points and relevant use cases - so you can increase relevance and conversion rates.

  • Marketing

    Marketing

    Create a lead scoring model based on demographic data, behavioral signals, and engagement patterns to prioritize sales follow-up - so you can focus on the most sales-ready prospects.

  • Marketing

    Marketing

    Identify target accounts with multiple engaged contacts and create coordinated multi-channel campaigns to penetrate these high-value opportunities - so you can increase deal sizes and win rates.

  • Marketing

    Marketing

    Map the complete customer journey from awareness to purchase, identifying key decision points and content needs at each stage - so you can create more effective nurture programs.

  • Service

    Service

    Analyze support ticket volume and categories over the past quarter to identify the top 5 recurring issues and their impact on customer satisfaction - so you can proactively address common problems.

  • Service

    Service

    Develop a customer health scoring system based on product usage, support interactions, and engagement metrics to predict churn risk - so you can intervene before customers become at-risk.

  • Service

    Service

    Identify support issues that consistently exceed SLA targets and create streamlined resolution processes for the most time-consuming ticket types - so you can improve response times and satisfaction.

  • Service

    Service

    Segment customers by size, industry, and usage patterns to create tailored success plans and proactive outreach strategies for each segment - so you can reduce churn and increase expansion.

  • Service

    Service

    Create clear escalation criteria for different types of customer issues, including severity levels, stakeholder involvement, and resolution timeframes - so you can ensure consistent service quality.

  • Service

    Service

    Analyze customer satisfaction scores and feedback patterns to identify improvement opportunities and create action plans for the lowest-scoring service areas - so you can enhance overall customer experience.

  • Service

    Service

    Develop criteria for assessing renewal probability based on usage trends, support history, and engagement levels during the 90 days before renewal - so you can focus retention efforts effectively.

  • Service

    Service

    Create a framework for identifying existing customers who are good candidates for additional products or services based on their current usage and business growth indicators - so you can increase account value.

  • Service

    Service

    Define key milestones and success metrics for new customer onboarding, and identify early warning signs that predict implementation challenges - so you can ensure smooth customer launches.

  • Service

    Service

    Develop intervention strategies for different churn risk scenarios (usage decline, increased support tickets, contract disputes) with specific tactics for each situation - so you can retain more customers.

No Results

Marketing teams - phone with a email alert

Marketing Teams

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

Sales teams - Robot wearing a headset

Sales Teams

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

Customer Success Teams - Two hands in the process of a handshake

Customer Success Teams

Drive retention by identifying inactive 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.