ChatGPT Deep Research / Hubspot Integration

[znshields]

I am beginning to experiment with the Hubspot / ChatGPT integration to be able to use ChatGPTs deep research tool to analyze Hubspot data.  

In my first Deep Research tasks I noticed that the results say that the content of emails, call transcripts, etc. cannot be accessed by the tool and it's only using metadata and other non-personal information to do the research.  HOW CAN I GET AROUND THIS SO CHATGPT WILL HAVE ACCESS TO ALL INFORMATION IN HUBSPOT?

The DeepResearch prompt provided was to analyze Deals Won over the past 2 years in order to determine the most effective sales techniques that resulted in a Deal Won.  Without being able to analyze the actual content of sales reps communication it makes the tool much less effective.  

Any tips would be appreciated.  It is possible to create a private app and somehow make the email, sms and call transcript content available to ChatGPT?

[BérangèreL · Accepted solution]

Hi @znshields, I hope that you are well!

Great question, thanks for asking the HubSpot Community and sorry for the delay in the response.

I am so glad to see that you started using the HubSpot deep research connector!

When checking on this article "Connect your HubSpot account to ChatGPT deep research", I can see that it is worth checking these 2 points:

1. The HubSpot deep research connector ensures users only see the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view.

2. Also, customers will not be able to access custom Sensitive Data Properties or sensitive content from other Sensitive Data Covered Services - including Personal Health Information and other Highly Sensitive Data - through the HubSpot deep research connector. The HubSpot deep research connector will only have access to fetch contacts, companies, deals, tickets, and their associations.

If you are not in any of these 2 points, then, for new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

Thank you for being part of the discussion!

Have a lovely day! 🌞
Bérangère