HubSpot AI Connector: Make Better Marketing Decisions with ChatGPT

If you're running a local business, chances are you're already stretched thin. Marketing often gets pushed to the back burner because there just isn't enough time to dig into your CRM, sort through reports, or figure out what’s actually working.

That’s where HubSpot’s AI Connector comes in. It allows you to use ChatGPT with your CRM to analyze your HubSpot data and pull out useful insights in plain language. You can ask it questions about your contacts, deals, emails, and more, then use that information to make better, faster decisions. The connector works with all HubSpot accounts, as long as you also have a paid ChatGPT subscription like Plus, Team, or Enterprise. Setup is simple and only needs to be done once.

This type of CRM integration with AI is especially useful for small businesses that don’t have time for complex reporting or manual segmentation. Each prompt you run builds on the next, helping you go from insight to action without needing a full data team.

All of the prompts we’re using here come directly from HubSpot’s prompt library and are focused on giving you clear next steps.

What to Know Before Getting Started

Before jumping in, here are a few important things to keep in mind.

1. You’ll Need a Paid ChatGPT Plan

To use HubSpot’s Deep Research Connector, you must have a paid ChatGPT subscription. The connector is compatible with all paid plans. We used the entry-level “Plus” plan for this setup. Free users do get limited access to deep research, but they cannot choose their data source, which means they won’t be able to access their HubSpot CRM.

Here’s what you get with the paid plans:

• Plus, Team, Enterprise, or EDU: 10 standard deep research tasks per month, plus an additional 15 using the lightweight version

• Pro: 125 standard tasks, plus another 125 lightweight tasks

These caps mean it’s worth being intentional. That’s why we’ve outlined a focused plan using just three well-chosen prompts.

2. Deep Research Takes Time

Each task takes about five minutes to run. While it’s not instant, the results are clear and practical, giving you AI-generated insights based directly on your CRM data.

Step 1: Find Out Who Your Best Customers Actually Are

Prompt:
Segment contacts created in the past 90 days by persona. Identify the persona with the highest conversion to "Customer" and draft a targeted nurture sequence.

Instead of guessing who your best customers are, this prompt lets you use real CRM data to pinpoint your top-performing persona. Whether it’s first-time homeowners or people who booked after reading a Google review, this gives you a concrete starting point for AI-powered customer segmentation.

For small teams, this can replace hours of manual list-building or guesswork and help you prioritize your efforts quickly.

Step 2: Write Messages That Actually Connect

Prompt:
Create an outreach campaign tailored to [insert persona] that addresses their key pain points, preferred messaging tone, and likely objections based on previous interactions.

Once you know who you're speaking to, this step helps you decide how to speak to them. The AI pulls from your contact records and past emails to identify the tone and content that resonate.

For example, if your best audience includes working parents, ChatGPT might suggest short, direct messages that emphasize flexibility, time-saving, or online booking. This is where personalized marketing comes to life, without the need for a full creative team.

Step 3: Use the Right Touchpoints at the Right Time

Prompt:
Analyze which combination of touchpoints (calls, emails, social, SMS) leads to the highest response rates for this persona.

This step identifies the best-performing marketing channels for your top customer segment. You might find that emails have low open rates, but social ads or SMS messages drive more conversions.

By knowing which touchpoints are most effective, you can build smarter campaigns and spend your budget where it actually counts. These kinds of data-backed decisions save time, reduce trial and error, and make your marketing more effective.

Ready to Get Started?

Using HubSpot’s AI Connector with ChatGPT is a practical way to take control of your marketing without adding more to your plate. By focusing on real data from your CRM, you can identify who your best customers are, craft messaging that actually resonates, and double down on the channels that work. With just a few well-placed prompts, you’ll spend less time guessing and more time growing your business. If you’re already using HubSpot and have access to ChatGPT, this is one of the simplest ways to start making smarter, more targeted marketing decisions.