OpenAI and HubSpot’s Integration Is the AI Assist Your Business Has Been Waiting For

The way we work in CRM is changing fast—and if you’re still clicking through five dashboards to answer one question, you’re already behind.

Enter: the new integration between OpenAI and HubSpot. This is more than a plugin; it’s your personal CRM assistant that speaks your language and knows your data.

Whether you’re a marketing manager needing instant campaign stats or a sales rep hunting down warm leads, this integration saves time, simplifies decisions, and gives you back your brainspace. Here’s everything you need to know to get started.

What Is the OpenAI x HubSpot Integration?

HubSpot’s new integration with OpenAI means ChatGPT can now securely access your CRM data. You can query deals, contacts, emails, tasks, reports—almost anything you’d normally hunt for manually, but now you just ask in plain English.

This isn't just about convenience. It’s about accelerating every part of your workflow.

Use it to:

• Draft emails based on lifecycle stages

• Summarise your pipeline

• Identify at-risk opportunities

• Review performance metrics

• Onboard team members faster

This integration is already live and accessible to anyone using ChatGPT Plus with access to GPT-4.

How to Set It Up (It’s Easier Than You Think)

Setting it up takes just a few minutes.

1. Ensure you have ChatGPT Plus.
   This integration requires GPT-4 access.

2. Click the link below:

   

3. You’ll be prompted to log in securely via OAuth.

4. Approve the connection.
   Once connected, ChatGPT will have read-only access to your HubSpot portal—respecting user permissions.

Need help? Send us a message.

What Can You Actually Do With It?

Now for the magic. Here’s what you can ask:

• “Summarise this week’s activity for all open deals.”

• “Which contacts haven’t been followed up in 14 days?”

• “Draft a follow-up email for this deal based on the last activity.”

• “What was the performance of our May email campaign?”

• “Who are our highest value MQLs this quarter?”

For even more ideas, check out our:

Ultimate Prompt Guide for HubSpot + ChatGPT Users

Why It Matters for Growing Teams

Whether you’re an SMB scaling quickly or a startup juggling too many roles, this is a no-brainer. Here’s why:

• Faster insights: Stop digging through dashboards.

• Smarter actions: Everything’s surfaced when and how you need it.

• Better delegation: Junior team members can access senior-level insights instantly.

• More time for strategy: Automate the admin. Focus on growth.

And here’s the kicker—it’s only going to get smarter from here.

Start Using It Today

We’ve already helped clients get up and running with this, and we’re building custom prompt libraries for their sales, marketing, and ops teams.

Want help setting it up or training your team? Contact us and we’ll show you how to make the most of it.