Get Deep Research from Your HubSpot CRM in ChatGPT
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.
Get Deep Research from Your HubSpot CRM in ChatGPT
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
Sales
Foundational Prompts, Deal PrioritizationSales
"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
Foundational Prompts, ProspectingSales
"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
Foundational Prompts, Optimize Sales PerformanceSales
"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
Foundational Prompts, Targeting & SegmentationSales
"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
Foundational Prompts, Lead GenerationSales
"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
Foundational Prompts, Performance & AnalyticsSales
"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
Foundational Prompts, Sales EnablementSales
"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
Foundational Prompts, Customer SuccessSales
"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
Foundational Prompts, ProspectingSales
"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
Foundational Prompts, Customer SuccessSales
"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 valueMarketing
Foundational Prompts, Performance & AnalyticsMarketing
"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
Foundational Prompts, Lead NurtureMarketing
"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
Foundational Prompts, Lead GenerationMarketing
"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
Foundational Prompts, Performance & AnalyticsMarketing
"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
Foundational Prompts, Performance & AnalyticsMarketing
"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
Foundational Prompts, Funnel OptimizationMarketing
"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
Foundational Prompts, Targeting & SegmentationMarketing
"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
Foundational Prompts, Lead GenerationMarketing
"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
Foundational Prompts, Targeting & SegmentationMarketing
"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
Foundational Prompts, Lead NurtureMarketing
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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
Foundational Prompts, Customer SuccessService
"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.Sales
HubSpot Deep Research Connector Prompts, Targeting & SegmentationSales
"Segment my target companies by annual revenue, industry, and technology stack. Identify the top opportunities for enterprise expansion" - so that I can continue prospecting back inside HubSpot.Sales
HubSpot Deep Research Connector Prompts, Performance & AnalyticsSales
"Analyze the new contacts created in the last 90 days and surface key trends or patterns by persona, industry, and lead source" - so that I can use the insights to refine targeting in HubSpot.Sales
HubSpot Deep Research Connector Prompts, Performance & AnalyticsSales
"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" - so that I can update stage guidance in HubSpot.Sales
HubSpot Deep Research Connector Prompts, Deal PrioritizationSales
"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" - so that I can send follow-ups directly from HubSpot.Sales
HubSpot Deep Research Connector Prompts, Lead NurtureSales
"Segment contacts created in the past 90 days by persona. For the persona with the highest conversion to Customer’, generate a three-email nurture sequence" - so that I can send the sequence in HubSpot to convert faster.Sales
HubSpot Deep Research Connector Prompts, Industry SellingSales
"Find companies in the Manufacturing industry with annual revenue > $10M. Draft a personalized upsell pitch for each based on industry headwinds" - so that I can use HubSpot to send targeted emails or task follow-ups.Sales
HubSpot Deep Research Connector Prompts, Objection HandlingSales
"Analyze closed-lost deals tagged "Pricing" from the past six months. Summarize the top three objections and draft a rebuttal script" - so that I can add the script to HubSpot call templates.Sales
HubSpot Deep Research Connector Prompts, Performance & AnalyticsSales
"Generate a Q2 executive snapshot: pipeline created, closed-won revenue, average deal size, and new logos by deal stage. Add a brief narrative on emerging trends" - so that I can use the report to brief your sales team in HubSpot.Sales
HubSpot Deep Research Connector Prompts, ProspectingSales
"Identify contacts with "VP" or "C-Level" titles who opened an email in the last 7 days but have no next activity scheduled. Draft a LinkedIn InMail opener for the top 10 by engagement score" - so that I can log outreach tasks in HubSpot.Sales
HubSpot Deep Research Connector Prompts, ProspectingSales
"Find companies whose last activity date is more than 1 year ago and who have more than 50 employees. Recommend two re-engagement plays" - so that I can launch a targeted outreach workflow in HubSpotSales
HubSpot Deep Research Connector Prompts, Performance & AnalyticsSales
"Analyze open deals by industry and company size. Identify the segments with the highest close rates this quarter" - so that I can prioritize outreach in the Prospecting Workspace.Sales
HubSpot Deep Research Connector Prompts, Deal PrioritizationSales
"Find companies with multiple open deals where deal owners differ. Flag revenue risk and suggest consolidation or coordinated follow-up" - so that I can update owner assignments in HubSpot.Sales
HubSpot Deep Research Connector Prompts, ProspectingSales
"List the top 25 companies by deal value that have had no logged activity in the past 30 days." - Recommend a re-engagement strategy.Sales
HubSpot Deep Research Connector Prompts, Lead NurtureSales
"Identify deals that have been stuck in the same stage for more than 45 days. Surface common objections based on notes or emails" - so that I can use the findings to draft improved email templates or call scripts in HubSpot.Sales
HubSpot Deep Research Connector Prompts, Deal PrioritizationSales
"List deals with close dates in the next 14 days that show low recent activity. Draft urgency nudges based on deal context" - so that I can use HubSpot workflows to trigger follow-ups.Sales
HubSpot Deep Research Connector Prompts, Performance & AnalyticsSales
"Compare win rates by deal source (e.g., referral, inbound, outbound) for companies with >$5M in revenue. Identify top-performing sources" - so that I can adjust campaign targeting in HubSpot accordingly.Sales
HubSpot Deep Research Connector Prompts, ProspectingSales
"Find companies with multiple high-value closed-lost deals tagged "No Decision." Identify decision-maker roles and draft reactivation messaging" - so that I can use the insights to launch executive outreach in HubSpot.Sales
HubSpot Deep Research Connector Prompts, Targeting & SegmentationSales
"Compare an open deal to historical closed-won lookalikes based on look-alikes and recommend the play or asset that most often sealed the win" - so that I can use the insights to guide next-step actions in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Lead NurtureMarketing
"Find the highest-converting persona among recent contacts and generate a tailored three-email nurture sequence to boost engagement" - so that I can send the sequence in HubSpot to accelerate conversions.Marketing
HubSpot Deep Research Connector Prompts, Lead NurtureMarketing
"Segment contacts created in the past 90 days by persona. Identify the persona with the highest conversion to "Customer" and draft a targeted nurture sequence" - so that I can launch it in HubSpot to improve funnel performance.Marketing
HubSpot Deep Research Connector Prompts, Targeting & SegmentationMarketing
"Identify the personas that converted fastest from lead to customer in the last 90 days. Recommend key attributes to target in future campaigns" - so that I can use the insights to build a lookalike audience or launch a persona-based sequence in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, ProspectingMarketing
"Find companies where marketing emails were opened more than 5 times by associated contacts but have no contact owner assigned. Recommend warm outreach messaging" - so that I can assign owners and trigger a welcome sequence in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Performance & AnalyticsMarketing
"Segment contacts by source (e.g., webinar, content download, paid social). Compare conversion rates to customer and identify the best-performing cohort" - so that I can scale high-performing sources through nurture workflows in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Lead GenerationMarketing
"Find companies with high contact email engagement (e.g., open or click activity) but no associated open deals. Recommend a warm-up content strategy" - so that I can launch a content series or webinar invite campaign in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Funnel OptimizationMarketing
"Compare lifecycle stage transitions across all contacts from Q1 and Q2. Identify the stages with the biggest drop-offs and suggest interventions" - so that I can refine lead scoring and automation triggers in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Targeting & SegmentationMarketing
"Segment top-performing campaigns by industry based on contact activity. Identify industries with the highest engagement" - so that I can use the findings for persona targeting and campaign segmentation in HubSpot.Marketing
HubSpot Deep Research Connector Prompts, Lead NurtureMarketing
"Create a Lifecycle nurture series. When a new persona is detected on a deal, drafts a five-email drip and personalizes metrics pulled from that very deal."Service
HubSpot Deep Research Connector Prompts, Customer RetentionService
"Analyze recent support ticket language and satisfaction scores for signs of risk. Identify companies with open deals and negative service interactions" - so that I can generate a churn-risk brief for the CSM in HubSpot.Service
HubSpot Deep Research Connector Prompts, Customer RetentionService
"Give me a list of at-risk customers that are up for renewal this quarter. Based on their activity and health score, draft a unique renewal plan for each customer" - so that I can create tasks in HubSpot for each and add the renewal plan to each task's notes and assign the tasks to each customer's company owner.Service
HubSpot Deep Research Connector Prompts, ProspectingService
"Identify inactive companies with strong growth indicators based on employee count and past deal value. Recommend re-engagement plays to revive pipeline" - so that I can take those actions in HubSpot to drive retention.Service
HubSpot Deep Research Connector Prompts, Performance & AnalyticsService
"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" - so that I can use the insights to guide intervention strategies in HubSpot.Service
HubSpot Deep Research Connector Prompts, Targeting & SegmentationService
"Segment support tickets from the last quarter by issue category, resolution time, and satisfaction score. Identify the issue types that are most frequent, slowest to resolve, and lowest rated" - so that I can recommend process improvements and training priorities in HubSpot.Service
HubSpot Deep Research Connector Prompts, Targeting & SegmentationService
"Identify the 10 most common customer pain points based on support ticket categories from the past quarter" - so that I can use the findings to update onboarding and product resources in HubSpot.Service
HubSpot Deep Research Connector Prompts, Customer RetentionService
"Correlate support ticket resolution times with customer retention outcomes, factoring in industry, company size, and support tier. Identify patterns linked to churn" - so that I can use the insights to optimize support processes in HubSpot.Service
HubSpot Deep Research Connector Prompts, Customer RetentionService
"Find companies with more than 3 support tickets in the last 30 days and deals set to renew in the next quarter. Flag these accounts for review" - so that I can route to CSMs in the Customer Success Workspace in HubSpot.Service
HubSpot Deep Research Connector Prompts, Customer SupportService
"Analyze recent support ticket sentiment from companies with open deals. Identify negative trends that may impact close rates" - so that I can notify sales teams via deal alerts and playbooks in HubSpot.Service
HubSpot Deep Research Connector Prompts, Customer SupportService
"Identify support tickets where resolution time exceeds SLA targets and the associated company has an open upsell opportunity" - so that I can escalate to CSMs or Breeze Customer Agent in HubSpot for timely follow-up.Service
HubSpot Deep Research Connector Prompts, Customer SupportService
"Segment support tickets by category for companies in high-growth stages. Identify the most common issues affecting these customers" - so that I can use the insights to tailor onboarding playbooks in HubSpot.Service
HubSpot Deep Research Connector Prompts, Performance & AnalyticsService
"Compare average satisfaction scores across tickets resolved by different team members. Identify top performers and flag potential coaching opportunities" - so that I can feed results into CS training plans in HubSpot.Service
HubSpot Deep Research Connector Prompts, Performance & AnalyticsService
"Segment support tickets by issue category and company size. Identify which pain points are most common among enterprise accounts" - so that I can share trends with product and update service workflows in HubSpot.
No Results
Marketing Teams
Convert leads faster by finding high converting contacts and creating tailored nurture sequences to boost engagement.
Sales Teams
Find new opportunities for enterprise expansion through segmentation of target account by revenue, industry, and tech stack.
Customer Success Teams
Drive retention by identifying inactive companies with growth potential and generating target plays to re-engage and revive pipelines.
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.
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.
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.
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.
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.
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.
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.
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.