Running a small business means every minute counts. But somewhere between HubSpot and ChatGPT, a surprising amount of time disappears: copying contact history, pasting deal context, rebuilding the same background from scratch before every AI conversation. The copy-paste tax wastes valuable time for a small team with a full workload.
The HubSpot connector for ChatGPT, which OpenAI refers to as a plugin, allows you to access HubSpot context within your ChatGPT conversation, so ChatGPT can see and act on your context, right from the conversation. The connector is now available in OpenAI’s new small business collection, making it more discoverable for small business teams to find and put to work.
What it looks like in practice
You have a call in 20 minutes. Instead of digging through HubSpot for deal history and contact notes, ask ChatGPT to pull everything including account context, open items, and risks, so you walk in prepared without switching tools.
@HubSpot Prepare me for my next meeting with [company]. Use the associated contacts, deal, recent emails, calls, meetings, notes, and open tickets to create a one-page brief with goals, risks, open commitments, a five-point agenda, and three questions. Then propose a prep note and one follow-up task for my review before adding them to HubSpot.
The call ends. Rather than drafting a follow-up from a blank page, ask ChatGPT to turn those notes into next steps already grounded in the deal context it has access to.
@HubSpot Use the most recent meeting or call with [company] and any notes I provide to summarize decisions, objections, and commitments. Propose the appropriate deal or ticket updates, a concise HubSpot note, and follow-up tasks with owners and due dates. Show every proposed change first, then apply only the items I approve.
Reviewing the pipeline doesn’t have to mean exporting data and writing analysis from scratch. Ask ChatGPT to surface what needs attention today and turn it into a plan.
@HubSpot Review my open deals and recent contact engagement. Build a five-item action list for today, ranked by urgency, deal value, close date, and inactivity. For each item, explain why it matters and recommend the next outreach. After I approve the list, create the corresponding follow-up tasks in HubSpot with sensible due dates.
A campaign just wrapped. Instead of manually pulling performance data, ask ChatGPT to analyze results, identify what drove conversions, and suggest what to do next.
@HubSpot Analyze [campaign name] for [date range], including its published landing pages, website pages, and blog posts. Identify the three biggest performance opportunities, recommend specific changes, and draft revised copy where useful. Then turn the approved recommendations into a prioritized set of HubSpot follow-up tasks.
Built for the whole team, not just AI pros
Any team member in sales, marketing, customer success, or revops can use the connector to get grounded, relevant outputs from day one. AI should be easy to use and easy to trust across your whole team, not just your most AI-savvy teammates.
A note on permissions: The HubSpot connector for ChatGPT mirrors your existing HubSpot permissions; what you can access inside HubSpot is exactly (and only) what you can access through ChatGPT. For team-wide rollouts, a super admin must install and configure the connector first.
Haven’t installed it yet? Connect HubSpot to ChatGPT and claim $50 in ChatGPT credits.
New users who install and run the HubSpot connector for the first time are eligible for $50 in ChatGPT credits. Available to eligible ChatGPT Business users who haven’t previously installed and used the connector. Terms apply.