Get Smarter with Your HubSpot Data: ChatGPT’s New Research Connector

Ever wish you could just chat with your CRM and ask it important questions like, “Why do our deals stall right before closing?” or “Which type of customers stick with us longest?” With HubSpot’s latest connector for ChatGPT, you actually can—no complicated analytics needed.

HubSpot recently partnered with OpenAI to create the first CRM-integrated research connector. This connector allows you to use natural, everyday language to easily pull insights directly from your HubSpot CRM—like contacts, deals, companies, tickets, and more—all with safe, read-only access.

We’re excited about this, and here’s why you should be too:

What Makes Research Mode Special?

You might already be familiar with ChatGPT’s basic HubSpot connector. It's perfect for quick answers—like checking how many deals closed last week or listing urgent support tickets. But the new Research mode takes things further.

Research mode is built specifically for more thoughtful, detailed questions. For example, questions like:

• “What were the top three reasons deals fell through last quarter?”
• “Summarize customer support issues from the past six months.”

Why HubSpot Users Should Check This Out

Pivot spends every day helping teams get more from HubSpot. So when updates like this come out, we pay attention. Here’s why this matters to you:

More context, better decisions:
This connector helps you understand the full picture behind your CRM data. Instead of guessing, you’re taking action based on real insights.

No technical headaches:
Setup is easy and quick. Your HubSpot admin can connect your CRM directly with ChatGPT without any coding or developer assistance.

Built-in security:
The connector is read-only and strictly respects your existing HubSpot permissions. Plus, none of your customer data is ever used to train AI models, so everything stays secure and private.

Flexible availability:
If you're already using ChatGPT (Pro, Plus, Team, Enterprise, or Edu subscriptions), you can start using the connector right away.

Practical Examples—How Teams are Using It

Here's how different teams can use the connector to get more from HubSpot:

Marketing Teams

• Discover your most successful customer segments and create targeted marketing campaigns.
• Quickly see which channels are bringing in your highest-value leads.
  
  

Sales Teams

• Organize your target accounts by industry, company size, or revenue.
• Identify upsell opportunities by analyzing buying patterns.
  
  

Customer Success Teams

• Easily identify accounts at risk of leaving, and create proactive strategies to re-engage them.
• Predict churn by combining ticket trends, product usage, and customer feedback.
  
  

Support Teams

• Identify seasonal trends in customer support tickets and plan staffing accordingly.
• Recommend proactive customer service strategies by analyzing support tickets alongside CRM records.
  
  

And that's just the beginning. Because the connector works with regular language, you won’t need SQL queries or complex exports. Just ask ChatGPT simple questions like, “Who are my top 10 customers by revenue who haven’t bought in the last 90 days?”—and you get clear, actionable answers. Check out some prompts below that can help each team.

Pivot Can Help You Get Started

As a five-star HubSpot Solutions Partner, Pivot has plenty of experience helping teams navigate new HubSpot tools. If you're curious about how to use ChatGPT with your CRM, we can help you:

• Come up with the best questions to ask: Sometimes knowing the right question is the hardest part.
• Take action based on your insights: Turn findings into practical strategies or automations within HubSpot.
• Ensure your setup is secure and compliant: We'll guide you in using this connector safely and effectively.
  
  

Want to see how this works or have questions about connecting your CRM? Schedule some time with the Pivot team. Whether you're already using HubSpot or just exploring AI options, we’d love to chat about what’s possible.

Ready to get better insights from your data? Let’s talk!