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RDiep
by: HubSpot Employee
HubSpot Employee

HubSpot deep research connector

Introducing the HubSpot deep research connectorOpenAIxHubSpot_Frame10.png

What is it?


HubSpot is the first CRM to launch a deep research connector with ChatGPT. The new HubSpot deep research connector lets you apply powerful, doctorate-level research capabilities to your own customer data from HubSpot. 

 

For example:

  • Marketers can ask “Find my highest-converting cohorts from recent contacts and create a tailored nurture sequence to boost engagement,” then use the insights to launch an automated workflow in HubSpot.

  • Sales teams can find new opportunities by asking, “Segment my target companies by annual revenue, industry, and technology stack. Based on that, identify the top opportunities for enterprise expansion,” then bring them back to HubSpot for prospecting.

  • Customer success teams can say, “Identify inactive companies with growth potential and generate targeted plays to re-engage and revive pipeline,” then take those actions in the customer success workspace in HubSpot to drive retention.

  • Support teams can say, “analyze seasonal patterns in ticket volume by category to forecast support team staffing needs for the upcoming quarter,” and activate Breeze Customer Agent in HubSpot to handle spikes in support tickets.

The connector supports core CRM objects including contacts, companies, deals, tickets, and their associations (read-only).

Why does it matter?

With over 75% of HubSpot customers already using ChatGPT, we’re making it easy for you to apply powerful, doctorate-level research and analysis to your own customer data and context-and to put these business insights to work. This is game-changing for go-to-market teams. 

 

Now, you can leverage the connector for strategic research--to conduct deep analysis on large datasets, test hypotheses, explore market opportunities, and uncover insights through complex, multi-variable analysis.

 

In addition to being easy to use, the HubSpot deep research connector is also easy to trust. 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 own or manage. HubSpot customer data is not used for AI training in ChatGPT.

 

How does it work?

 

Ensure your Super Admin (user with the highest permissions level) or a user with App Marketplace permissions completes the setup first, as their account must be connected before others can access the connector. Once enabled by a Super Admin, other users in your organization can follow the same steps to connect. The HubSpot deep research connector is currently only available in the web version of ChatGPT.

 

To connect your CRM data to ChatGPT: 

 

  1. In your ChatGPT chat window, go to Tools > Run Deep Research.

  2. Click Sources, then select HubSpot and click Connect.

  3. A pop-up will appear, prompting you to continue to HubSpot.

  4. Authenticate using your HubSpot credentials.

  5. After logging in, select the HubSpot account you want to connect to.

  6. Once connected, you’ll be redirected to ChatGPT Settings > Connectors, where HubSpot will appear as a verified connection.

After connecting, you can analyze your HubSpot CRM data with deep research in ChatGPT using natural language—no additional technical setup required. Please note, ChatGPT responds to the language used in the prompt, with all available languages here.

 

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Learn more here.

 

Who gets this?

 

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; EU customers will need a ChatGPT Team, Enterprise, or Edu plan.) To access the connector, individuals must have an active HubSpot user account and log in using their HubSpot credentials.

 

A HubSpot Super Admin or user with App Marketplace permissions must complete the initial setup (shown above) before other users can connect. The connector respects existing HubSpot permissions—users can only access data they’re authorized to see. 

 

All functionality in ChatGPT is subject to HubSpot’s API usage limits and guidelines and ChatGPT is a third party service governed by your terms with OpenAI.

 

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. Customer data is never used for AI training in ChatGPT Teams, Enterprise or Edu. Please note, 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.

 

Learn more about the HubSpot deep research connector by exploring the setup guide, overview page, and developer changelog.

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