ChatGPT Prompts Every HubSpot User Should Know

Now that you’ve connected HubSpot to ChatGPT, it’s time to make it work for you. This article isn’t just a list of generic prompts—it’s a role-specific, outcome-focused guide built to help you get the most out of your CRM data, faster.

We’ve grouped the prompts by job function so you can quickly scan for what’s relevant—whether you’re in sales, marketing, or management. These examples are designed to reflect real-life tasks, save you time, and help your team focus on what matters most.

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Sales Prompts

For BDMs, SDRs, Account Executives, and Sales Managers

Focus: Deal flow, activity, follow-up, contact insights, risk detection

Pipeline & Deal Management

• “Show me all open deals sorted by stage and owner.”

• “List deals closing this month with a value over $10,000.”

• “Which deals haven’t been updated in the last 14 days?”

• “Summarise all at-risk deals based on engagement history.”

• “What’s the total pipeline value by lifecycle stage?”

Follow-up Support

• “Who hasn’t been contacted in more than 10 business days?”

• “Draft a follow-up email for [contact name] based on last meeting notes.”

• “What tasks are overdue this week for my open deals?”

• “Create a call list of high-value contacts that haven’t been called this month.”

Performance Metrics

• “How many deals did I close this quarter compared to last?”

• “Which rep has the highest win rate this month?”

• “What’s the average deal cycle length by rep?”

• “Break down activities (calls, meetings, emails) by rep this week.”

Marketing Prompts

For Marketing Managers, Coordinators, and Specialists

Focus: Campaign reporting, contact insights, email performance, attribution

Campaign Performance

• “How did our May email campaign perform? Include open, click, and unsubscribe rates.”

• “Which landing pages had the highest conversion rates last month?”

• “List all form submissions from LinkedIn ad campaigns in the last 30 days.”

• “Summarise lead sources for all contacts added in the past 14 days.”

Email & Contact Engagement

• “Which contacts have opened more than 3 emails in the last 30 days?”

• “Who unsubscribed from marketing emails last week and what campaign triggered it?”

• “Give me a list of contacts who downloaded our lead magnet but haven't been emailed.”

• “Create a re-engagement email for inactive MQLs from the last 90 days.”

Content & Segmentation

• “What are the most viewed blog posts by contacts tagged as 'Decision Maker'?”

• “Suggest three blog post topics based on engagement data.”

• “Segment contacts who visited the pricing page more than twice in the last 30 days.”

• “List contacts who have not engaged with any content in over 60 days.”

Management & Operations Prompts

For CEOs, COOs, Marketing Directors, RevOps, and CRM Owners

Focus: Team performance, forecasting, reporting, operational visibility

Team Oversight

• “Summarise pipeline by rep, deal stage, and total value.”

• “Which team members have the most deals closing this quarter?”

• “List all reps with overdue tasks or follow-ups.”

• “Compare performance across sales team for the past 30 days.”

Risk & Forecasting

• “Which deals are forecasted to close this month but have low engagement?”

• “Show all deals marked ‘at risk’ with value over $20,000.”

• “What is our current lead-to-customer conversion rate?”

• “Summarise weekly lead generation, conversion, and win rate trends.”

Snapshot & Reporting

• “Create a weekly dashboard with contact growth, campaign performance, and deal updates.”

• “What are our top-performing lead sources over the last 90 days?”

• “Which lifecycle stage has the most drop-offs right now?”

• “How long does it take to convert a lead to an opportunity on average?”

Tips for Prompt Success

💡 The more specific your prompt, the better the result.
💡 Include filters like rep name, deal stage, timeframe, or value to refine insights.
💡 Try combining queries: “Summarise open deals by rep, then show who has the most overdue tasks.”

What’s Next?

This is just the beginning. As OpenAI and HubSpot continue evolving their integration, the kinds of questions you can ask—and the value you get—will only increase.

If you’re ready to start automating reports, guiding sales reps in real time, or rolling out prompt-based dashboards across your team…

👉 Let’s build your custom prompt library – contact us here

👉 Explore our guide to setting up the HubSpot x ChatGPT integration

👉 See our full list of HubSpot CRM and CMS services