HubSpot Deep Research Connector with ChatGPT: Unlock AI Insights from Your CRM Data

HubSpot Deep Research Connector with ChatGPT: Unlock AI Insights from Your CRM DataThe way businesses analyze customer data is changing rapidly. On June 4, HubSpot launched a groundbreaking integration, becoming the first CRM to deliver a deep research connector with ChatGPT. This release gives over 250,000 HubSpot customers a powerful tool to run doctorate-level research directly on their HubSpot CRM data using natural language, without the need for a data team.

This article is essential for users of HubSpot, ChatGPT, or both. It explores how this deep research connector with ChatGPT transforms CRM-driven insights, empowers marketing and sales, and fuels AI-backed customer success strategies with speed and precision.

What is the HubSpot Deep Research Connector?

The new HubSpot deep research connector with ChatGPT allows users to conduct deep research and run complex analyses on their HubSpot CRM data from within ChatGPT. Users can type natural language prompts to analyze customer data across contacts, companies, deals, and tickets.

HubSpot is the first CRM to launch a deep research connector with ChatGPT. Unlike traditional CRM tools, the connector enables strategic, multi-variable deep analysis at scale. Users can uncover insights without needing analysts, thanks to the connector's AI capabilities.

Why Did HubSpot Launch This Connector with ChatGPT?

More than 75% of HubSpot customers are already using ChatGPT. This made it a logical next step for HubSpot to integrate its CRM platform directly with ChatGPT's deep research capabilities. The deep research connector was created to meet customer demand for actionable insights using familiar tools.

The connector reflects HubSpot’s broader strategy to help businesses lead through the AI transformation. It removes the friction often associated with analytics and makes powerful insight generation accessible to non-technical users. HubSpot is the first CRM to enable this level of doctorate-level research.

How Does the Deep Research Connector Work?

Users begin by selecting HubSpot as a data source within ChatGPT. After authenticating their HubSpot account, they can start issuing research prompts. The connector supports read-only access to CRM objects, and permissions are respected for all users.

Once the report is generated, users can click citations in ChatGPT to jump to the corresponding HubSpot record. They can then take those actions in HubSpot to drive retention, engagement, and growth. The connector will automatically be available to all HubSpot customers across all tiers who have a paid ChatGPT plan.

Who Can Use the Deep Research Connector?

To use the connector, users need a HubSpot account and a paid ChatGPT plan, such as Pro, Plus, Team, Edu, or Enterprise. Admins or users with App Marketplace permissions can enable the feature. After it's enabled, others in the organization can access it by signing in.

The connector is available to all HubSpot customers across all tiers and works only in the web version of ChatGPT. EU customers must have a Team, Edu, or Enterprise paid ChatGPT plan to activate it. The connector allows users to use ChatGPT to run deep research and apply the insights in HubSpot.

What Makes It Different from Other CRM Integrations?

The HubSpot deep research connector with ChatGPT is unique because it combines powerful research capabilities with ease of use. It is the first CRM deep research connector that integrates directly with ChatGPT. Other tools focus on execution or require technical setup.

This connector enables businesses to run doctorate-level research on their HubSpot CRM data. It allows sales reps, marketers, and service teams to ask complex questions and receive insights that are immediately actionable. It respects HubSpot permissions and does not use customer data for AI training. The connector enables selecting HubSpot as a data source and connecting HubSpot CRM data directly to ChatGPT.

How Can Marketers Use the HubSpot Deep Research Connector?

Marketing teams can use the connector to find the highest-converting cohorts from recent contacts and create a tailored nurture sequence to boost engagement. The insights can be used to launch an automated workflow in HubSpot and improve campaign targeting.

Marketers can also ask ChatGPT to identify the personas that converted fastest from lead to customer in the last 90 days. They can then use the attributes to build lookalike audiences or launch a persona-based sequence in HubSpot. This deep research connector gives marketers AI tools for insight and activation.

How Can Sales Teams Leverage the Connector for Growth?

Sales teams can prompt ChatGPT to segment their target companies by annual revenue, industry, and technology stack. Based on that, they can identify the top opportunities for enterprise expansion and bring them back to HubSpot for prospecting.

They can also compare win rates and sales cycle lengths for deals over a threshold, uncover slow-moving stages, and get recommendations for improvement. These insights to launch an automated workflow in HubSpot streamline decision-making and help re-engage and revive pipeline.

How Can Customer Success and Support Teams Benefit?

Customer success teams can ask ChatGPT to identify inactive companies with growth potential and generate targeted plays to re-engage and revive pipeline. These actions in HubSpot can drive retention and improve customer success outcomes.

Support teams can analyze seasonal patterns in ticket volume by category to forecast support team staffing needs for the upcoming quarter. They can activate Breeze Customer Agent in HubSpot to handle spikes in support tickets. The connector enables deep research for customer success teams to improve service strategies.

What About Data Privacy and User Permissions?

The HubSpot deep research connector ensures that users only see the CRM data they are allowed to access. For example, sales reps can only access pipeline data for deals they manage. Sensitive data like personal health information is not accessible through the connector.

HubSpot customer data is not used for AI training in ChatGPT, even on plans that support training. Admins have full control over whether the connector is enabled for their organization. This privacy-first approach allows customer data and context to be analyzed securely.

What’s Next for AI, CRM, and Deep Research at HubSpot?

The HubSpot deep research connector signals a shift toward AI-driven decision making within CRMs. By connecting HubSpot CRM data directly to ChatGPT, users gain access to deep research and can take action in HubSpot to drive retention, engagement, and growth.

Future developments may include expanded access to custom objects, deeper integrations with other AI tools, and improved support for global markets and multilingual prompts. As AI training in ChatGPT evolves, tools like this connector will continue to shape how SMBs use insights to launch automated workflows and build smarter campaigns.

Key Takeaways

• HubSpot is the first CRM to launch a deep research connector with ChatGPT

• The HubSpot deep research connector supports deep analysis of HubSpot CRM data without technical expertise

• Automatically available to all HubSpot customers across all tiers with a paid ChatGPT plan

• Built with data privacy, CRM permissions, and user-level control in mind

• Enables marketers, sales, support, and customer success teams to generate insights and take action in HubSpot

• Designed to help SMBs lead in the AI shift with automated workflow in HubSpot and customer insight

• Connects HubSpot CRM data directly to ChatGPT using natural language prompts

• Customer data is not used for AI training in ChatGPT

• Allows users to use the insights to launch an automated workflow in HubSpot

• Helps find new opportunities by asking strategic questions, re-engage and revive pipeline, and forecast support team staffing needs