ChatGPT can now read your HubSpot (and not in a scary way)

Ever wished you could just ask your CRM a question and get an instant answer? Well now you can.

If you're using HubSpot and ChatGPT (and let's face it, who isn't these days?), we've got some exciting news. HubSpot just dropped a game-changing integration that lets ChatGPT dive deep into your CRM data. This is the first time a major CRM has opened its doors to ChatGPT like this, and honestly, it's about time.

What exactly is this "deep research" connector?

Think of it as having a brilliant analyst on your team who never sleeps, never complains about spreadsheets and actually enjoys crunching numbers.

The HubSpot ChatGPT integration (officially called the "deep research connector") gives ChatGPT secure, read-only access to your HubSpot data. You can ask questions easily like:

• "Which deals are most likely to close this month?"

• "What are our fastest-converting lead sources?"

• "Show me customer support trends from last quarter"

And ChatGPT will analyse your actual CRM data and serve up a proper report with insights, charts and citations that link back to your HubSpot records.

What it covers:

• Contacts
• Companies
• Deals
• Tickets
• Standard associations between these objects

What it doesn't do:

• Modify any data (it's read-only so no accidental deletions)
• Access data you don't have permission to see
• Share your data with other ChatGPT users

Why this should matter to you

Let’s be real. Most business owners don’t have a degree in data analysis. We're marketers and salespeople trying to make smart decisions without drowning in spreadsheets and wasting our marketing budget.

This integration changes the game for HubSpot users because:

No more data paralysis: Instead of staring at reports wondering what they mean, you can ask ChatGPT to explain trends and suggest actions.

Instant insights: What used to take hours in reviewing and trying to understand in Excel now takes seconds. Just ask your question and get an answer.

Analytics that make sense to everyone: You shouldn’t need a degree to analyse your data. Now your whole team can access advanced analytics easily and pull meaningful insights.

Real results, real fast: Small teams without dedicated analysts can now compete with enterprises who have entire data departments.

Setting it up is easier than assembling flat-pack furniture

The good news is that it’s super easy to set up this integration. Here's how:

1. Check your prerequisites

• You'll need a paid ChatGPT account (Plus, Pro, Team, or Enterprise)
• If you're in the EU/UK, you'll need Team or Enterprise
• Have your HubSpot Super Admin handy for the initial setup

2. Connect in ChatGPT

1. Log into ChatGPT on the web (not the mobile app)
2. Find the Tools dropdown and click Run Deep Research
3. Click Sources and find HubSpot
4. Click Connect and log into your HubSpot account
5. Approve the connection

3. Start asking questions

1. Start a new chat in ChatGPT
2. Turn on Deep Research mode
3. Make sure HubSpot is toggled on as your data source
4. Type your question and hit enter

That's it. Seriously. No APIs, no code, no calling IT.

Pro tip: Turn off ChatGPT's "Improve the model for everyone" setting before you start. This keeps your data extra private.

What can you actually do with the integration?

Here's where it gets really exciting. Different teams can use this integration in completely different ways to improve their efficiency, better spend marketing documents, build better customer relationships and become a sales powerhouse.

For marketing teams

Find your golden geese

Ask "which customer segments converted fastest in the last 90 days?"

ChatGPT might discover that Chief Technology Officers (CTOs) from Software as a Service (SaaS) companies are your speediest converters, then suggest targeting them in your next campaign.

Optimise your nurture sequences

Ask ChatGPT to “analyse my highest-converting cohorts and suggest improvements to our email workflows."

This will lead to getting specific recommendations based on what's actually working in your database.

For sales teams

Prioritise your pipeline

Ask ChatGPT to "list the 10 deals most likely to close this month and explain why."

This means you can stop guessing which deals to focus on and let the data tell you.

Find hidden opportunities

Want to uncover any neglected goldmines sitting in your database? Then type in "which companies in our CRM match our ideal customer profile but haven't been contacted recently?" and get in touch with the list it comes back with. 

For customer success teams

Prevent churn before it happens

A prompt like, "which customers have renewals coming up with recent support complaints" means you can get ahead of problems instead of reacting to cancellations.

Identify upsell opportunities

If you ask ChatGPT to “find inactive customers with high growth potential" then you could discover a bunch of customers that you haven’t thought about before that could become your biggest success stories.

For support teams

Plan your resources

Support tickets coming through thick and fast? Make sure staff aren’t overwhelmed by asking ChatGPT to “analyse support ticket patterns and predict next quarter's volume".

Fix recurring issues

Solve recurring issues and turn complaints into product or service improvements by asking ChatGPT "what are the top 10 customer pain points from last quarter”.

Privacy and security (the boring but important bit)

We get it. Talking about data security is about as exciting as watching paint dry. But it's crucia, so here's what you need to know:

Your data stays yours: HubSpot data accessed through ChatGPT isn't used to train AI models.

Control who sees what: The integration respects HubSpot's existing permissions. If Sally can't see certain deals in HubSpot, she can't see them through ChatGPT either.

Read-only access: ChatGPT can look but not touch. No accidental deletions or modifications.

Easy to disconnect: Changed your mind? Disconnect anytime through ChatGPT's settings.

Our recommendation: Always turn off ChatGPT's chat history sharing before using the integration. This will prevent your chats from being used as training material to improve the model for everyone. While HubSpot says that customer data isn’t used for AI training in ChatGPT, it’s better to be safe than sorry. 

Why HubSpot beat everyone else to the punch

While other CRM giants are still figuring out how to bolt AI onto their platforms, HubSpot took a different approach. Instead of forcing you to learn yet another tool, they brought the power to where you already are in ChatGPT.

This is the first CRM-to-ChatGPT integration of its kind. Salesforce? Nope. Microsoft Dynamics? Not yet. Pipedrive? Still waiting.

HubSpot recognised that over 75% of their customers already use ChatGPT daily. So why make them learn something new?

The result? Advanced analytics that actually get used because they're as easy as having a conversation.

Get the integration up and running now

The HubSpot ChatGPT integration isn't just another shiny feature. It's a fundamental shift in how we interact with business data. No more Excel headaches, no more waiting for reports, no more guessing what your data means.

Just ask, analyse and then act.

As a HubSpot Partner, we can help you set up this integration and have you prompting with the best of them in no time.