What is Claude?
Claude, developed by Anthropic, is an advanced AI that enables natural conversations with your data. The HubSpot Connector for Claude brings conversational intelligence directly into your CRM, generating personalized visual insights, charts, and summaries with simple contextual commands.
This integration is fully secure, respecting HubSpot’s permissions and operating strictly in read-only mode — it does not edit records or use confidential data for training.
How the HubSpot x Claude integration works
- Access CRM data context (contacts, deals, tickets, companies) directly via Claude;
- Generate data-driven answers with charts, tables, and clear narratives;
- Ensure full alignment with HubSpot permissions — each user only sees what they are allowed to access.
Why is the HubSpot connector to Claude strategically valuable?
- Marketing: quickly identify segments like “opened the email but didn’t click” and visualize engagement with actionable charts;
- Sales: get pipeline summaries (stage, deal size, close date) and prioritize efforts faster;
- Customer Success & Support: filter tickets by priority and date, or compare resolution strategies;
- Revenue Operations: connect marketing, sales, and support data to analyze the end-to-end revenue funnel, spot gaps, and optimize processes with consistent metrics;
- Data Reliability: read-only usage ensures data integrity and security, with no AI model training involved.
Claude vs. Deep Research (ChatGPT) Connector: Key Differences
| Feature |
Claude Connector |
Deep Research (ChatGPT) |
| Main purpose |
Contextual analysis, advanced insights & visualizations |
Deep research, strategic & multi-variable analysis |
| Strength |
Complex reasoning, accuracy, and contextual clarity |
Quick ideas, creative content, strategic hypotheses |
| Typical use |
Visual reports, in-depth summaries |
Audience segmentation, hypothesis testing, opportunity analysis |
| Visualizations |
Directly generates charts & tables |
Complex reports, multi-object analysis |
| Best workflow |
Meeting prep, QBRs, internal analysis |
Discovering segments, nurturing automation |
| Setup |
Via HubSpot App Marketplace & Claude UI |
Via ChatGPT (Tools > Deep Research) with HubSpot authentication |
| Availability |
Claude subscription + CRM access |
Paid ChatGPT plan (Plus/Team/Enterprise/Edu) + Web access |
The Claude Connector stands out for contextual analysis and instant visualizations — ideal for reports and presentations. The Deep Research Connector (ChatGPT) offers “PhD-level investigation” of CRM data with strategic hypotheses and complex multi-variable insights.
Related reading: AI and Automation: Reshaping Tomorrow’s World
HubSpot x Claude: Practical Prompt Examples
Marketing
- “Show me the contacts who opened the last marketing email but didn’t click, and create a pie chart.”
- “Visually summarize the performance of the last three paid campaigns logged in HubSpot.”
Sales
- “List all active deals organized by stage and expected close date, in table format.”
- “Create a visual summary of closed-won deals last quarter, showing total value and lead source.”
Customer Success & Support
- “Generate a bar chart showing monthly ticket trends (opened vs. resolved) over the past six months.”
- “Build a pie chart with ticket distribution by category (e.g., billing, onboarding, technical support).”
- “Present a line graph of average ticket resolution time per month in the last year.”
Revenue Operations
- “Show the complete revenue funnel from the past six months — from created leads to closed deals — and highlight the biggest drop-off points, in chart format.”
Deep Research examples
- “Find customer groups with the highest recent conversion rate and create a personalized nurturing automation.”
- “Segment companies by annual revenue, industry, and tech stack, and identify top expansion opportunities.”
Intelligent, conversational CRMs are now a thing
Intelligent, conversational CRMs are already here. Both Claude and ChatGPT Deep Research revolutionize how we interact with HubSpot CRM — delivering instant practical and strategic insights, safely and naturally.
Far from being mutually exclusive, these connectors are complementary. While Claude is perfect for contextual, visual reports, the usage of the Deep Research Connector is better suited for exploratory and strategic analysis.
Of course, the natively integrated AI-driven HubSpot innovations — such as Breeze Agents and AI Workspaces — further boost operational efficiency and empower smarter decision-making for all platform users.
Already using HubSpot and want to apply these new features to your business reality? We help companies tailor HubSpot CRM for maximum impact.