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.