Plugins

HubSpot

HubSpot

ClaudeChatGPT

Insights to action in HubSpot

How to install HubSpot in ChatGPT

  1. Open the official listing for HubSpot in the ChatGPT workspace you want to use.
  2. Choose Install plugin if available. If prompted, connect the right HubSpot account and review the permissions.
  3. Open a new conversation on a supported ChatGPT surface. Select HubSpot from the plugin options or mention it by name.
Official ChatGPT setup guide

How to use HubSpot

Replace any bracketed details with your own.

Review the sales pipeline

Use HubSpot to group open deals in [pipeline] by stage. Flag deals with no recent activity or a past close date and link to each deal that needs attention.

A pipeline summary with a prioritized follow-up list.

Adapted from OpenAI’s HubSpot plugin examples

Compare last quarter’s lost deals

Review closed-lost deals last quarter in [pipeline]. Group the recorded reasons by segment. Report how many records are missing a reason.

A segment-by-segment view of loss reasons and data gaps.

Adapted from OpenAI’s HubSpot plugin examples

Prompts from the listing

@HubSpot Show me unresolved high-priority tickets
@HubSpot Which lead sources brought in the most contacts this quarter?

Source HubSpot on ChatGPT

Listing checked

Ranglistenverlauf

Sieh dir die Reihenfolge im öffentlichen Plugin-Verzeichnis von ChatGPT nach Erfassungsdatum an. Popular ist eine redaktionelle Auswahl. Installations- und Nutzungszahlen werden dort nicht veröffentlicht.

– Platz #26

Gestrichelte Linien markieren mehr als 14 Tage zwischen Beobachtungen.

Erfasste Plätze (2)
Erfasste Plätze
ErfassungsdatumKategoriePlatz
Popular · curated order#26
Popular · curated order#14

Frequently asked questions

Why doesn’t a deal appear in the analysis?

Check the connected HubSpot account and whether you can view that deal. Include its name or link, date range and pipeline.

Why is Install plugin missing?

Check your account, workspace, plan and region. If the listing says Desktop only, open it in the ChatGPT desktop app.

Übersicht

Work with your HubSpot data to analyze patterns, create and update records, and manage your CRM operations. Read from and write to deals, contacts, companies, tickets, engagements, and other objects you have permission to access. Prepare reports, update deal stages, log calls and emails, create tasks, or review pipeline details before meetings. Use it for quick updates in chat or comprehensive CRM management, all grounded in your actual HubSpot data. Learn more: https://knowledge.hubspot.com/integrations/connect-your-hubspot-account-to-chatgpt