We’re reaching a point where the line between systems and conversation is fading.
When you can “talk to your CRM,” you get faster answers, better decisions, and less wasted time and focus. It’s no longer a vision, it’s happening now.
HubSpot is the first CRM system that can now be directly connected to ChatGPT, allowing you to combine your specific CRM data with public data. This means you could ask things like:
“Which of our top 10 leads are most likely to close, and what actions should we take to win them? Provide suggestions per lead.”
“Which of our current customers have high ARR/revenue but low activity? Give examples of how we can re-engage them.”
“Analyze our lost deals this year and suggest how we could change our ICP, product, pricing, or anything else to improve our win rate.”
“Based on all our customers, what is our real ICP?”
“Suggest a marketing activity that could increase upselling among our customers.”
“Which leads have opened emails or newsletters but not clicked any CTAs? Create an outreach suggestion for them.”
Eventually, the only limit is your imagination when it comes to what you can achieve with these tools.
Once HubSpot is connected to ChatGPT, you can use prompts within automation tools like Workflows.
This means you could create a workflow that automatically communicates with ChatGPT, and based on its response, generates new prompts – which generate new responses, and new prompts, and so on. These responses can then be consolidated into highly advanced instructions or sales strategies.
Here’s one possible use case:
“Fetch all available public information about this company (e.g., news, job postings, recent activity). Identify the right persona within the company and review their LinkedIn profile. Summarize this data and create a custom sales strategy to approach them.”
The ChatGPT connection is available on all HubSpot pricing tiers at no extra cost.
To use it, you need a paid version of ChatGPT
(EU: Team, Enterprise, and Edu; all other regions: Team, Enterprise, Pro, Plus, and Edu).
Do you need help to get started? Contact us
More prompts to try below.
Identify Fast-Converting Personas
Identify the personas that converted fastest from lead to customer in the last 90 days. Recommend key attributes to target in future campaigns, then use the insights to build a lookalike audience or launch a persona-based sequence in HubSpot.
Analyze Pipeline Stage Friction
Compare win rate and average sales-cycle length for deals > $25K this quarter vs. last. Highlight the three slowest stages and recommend one friction-busting tactic per stage, then update stage guidance in HubSpot.
Detect Risky Account Signals
Analyze recent support ticket language and satisfaction scores for signs of risk. Identify companies with open deals and negative service interactions, then generate a churn-risk brief for the CSM in HubSpot.
Segment Sources by Performance
Segment contacts by source (e.g., webinar, content download, paid social). Compare conversion rates to customer and identify the best-performing cohort, then scale high-performing sources through nurture workflows in HubSpot.
Prioritize High-Likelihood Deals
List the 50 open deals most likely to close this month (based on close-date, last-modified date, and deal amount). Draft a one-sentence follow-up nudge for each, then send follow-ups directly from HubSpot.
Flag Churn-Prone Customers
Analyze ticket volume, resolution times, escalation frequency, and upcoming deal renewal dates over the last quarter. Flag the top 15 accounts at highest churn risk, then use the insights to guide intervention strategies in HubSpot.