In a monumental leap forward for business intelligence, HubSpot has rolled out its new deep research connector, now automatically available to all HubSpot customers across every CRM tier — with just one condition: a paid ChatGPT plan. This update is poised to redefine how sales, marketing, service, and support teams extract value from customer data.
The new connector promises to make doctorate-level analysis accessible without the need for technical skills or code. With HubSpot already boasting a $31.59 billion market cap and a revenue growth rate of 19.17%, this integration underlines the company’s commitment to democratising AI for all business tiers — not just the enterprise elite.
What Is the HubSpot Deep Research Connector?
Why This Is a Big Deal for Business Teams
No-Code, No Jargon — Just Powerful Insights
Use Cases That Deliver Real Impact
What This Means for Velocity Clients
How to Set It Up (In Under 5 Minutes)
Final Thoughts: The AI Edge Just Became a CRM Standard
Ready to Tap Into This New Power?
FAQs
In this post, we break down what the connector does, why it matters, who benefits, and how to get started — plus what it means for Velocity clients looking to amplify their CRM intelligence.
The HubSpot deep research connector is a direct integration between HubSpot’s CRM platform and OpenAI’s ChatGPT Deep Research tool. Once enabled, it allows users to run in-depth, natural language queries on their CRM data — with no technical setup on the HubSpot side.
This means users can:
Test hypotheses and explore patterns in customer behaviour
Segment high-performing audiences by conversion rate, tech stack, industry and more
Generate sales nudges, retention strategies, and support forecasts
Identify churn risks and conversion bottlenecks
Access is instant for all HubSpot users who have a paid ChatGPT plan:
Global (non-EU): Enterprise, Team, Pro, Plus, or Edu plans
EU: Enterprise, Team, or Edu plans only (due to data privacy requirements)
No need to install anything in HubSpot — you simply activate Deep Research inside ChatGPT, connect HubSpot as a source, and you're ready to go.
This integration goes beyond dashboards and simple reports. It transforms how business units make data-driven decisions in real time.
Identify fast-converting personas based on recent trends
Segment leads by campaign performance and recommend next actions
Optimise nurture sequences with real-time data insights
Highlight deals most likely to close this month
Uncover new enterprise expansion opportunities
Diagnose pipeline friction and suggest improvements
Flag at-risk accounts and suggest engagement plays
Understand sentiment trends based on support tickets
Generate proactive playbooks to reduce churn
Forecast seasonal surges in support tickets
Align resources with real-time capacity needs
Improve triage with AI-generated summaries
The table below outlines how different business teams can leverage the HubSpot deep research connector to drive performance, efficiency, and strategic insight.
| Team | Key Benefit | Example Use Case |
|---|---|---|
| Marketing | Identify and segment high-converting personas | Discover personas that converted fastest in the past 90 days and tailor new campaigns |
| Sales | Pinpoint high-likelihood deals and pipeline bottlenecks | Highlight top 50 deals likely to close this month and generate follow-up nudges |
| Customer Success | Detect churn risks and growth opportunities | Analyse ticket sentiment to flag at-risk accounts with open deals |
| Support | Forecast demand and allocate resources effectively | Identify seasonal surges and optimise staffing with AI-driven ticket trend analysis |
What makes the connector so valuable is its simplicity:
Log into ChatGPT and enable Deep Research from the Tools menu
Add HubSpot as a source
Choose your HubSpot account
Open a new chat, toggle HubSpot as a data source, and start querying your data in plain English
HubSpot’s API permissions ensure that users only see data they’re authorised to access, and critically, no customer data is used to train ChatGPT’s models.
Here are just a few sample prompts that showcase what’s possible:
“List the top 10 sources of leads in the last quarter and their conversion rates.”
“Which accounts had a drop in engagement after onboarding? Recommend next steps.”
“Highlight deals over $50K stuck in the 'Proposal Sent' stage for more than 30 days.”
“Segment contacts by job title and engagement rate to identify high-intent roles.”
The results can be used to trigger actions directly in HubSpot, from editing workflows to assigning tasks.
At Velocity, we help clients across sectors leverage cutting-edge marketing and sales tools to drive growth. This integration opens the door for more sophisticated CRM intelligence — without the steep learning curve of traditional BI platforms.
With HubSpot’s deep research connector, our team can help clients:
Launch more accurate persona-driven campaigns
Build smarter sales plays based on live data
Automate customer segmentation and churn analysis
Create cross-functional dashboards powered by real-time insights
Setting up the HubSpot deep research connector is surprisingly simple:
Enable Deep Research in ChatGPT
Connect HubSpot via Sources
Select your HubSpot account
Open a chat and toggle HubSpot as your source — that’s it
There’s no need to touch any HubSpot settings, and full setup tutorials are available via OpenAI’s official knowledge base.
The release of the HubSpot deep research connector marks a turning point for customer data analysis. No longer is deep insight the domain of analysts and developers. Every marketing manager, sales rep, or customer success agent can now access enterprise-grade insights with nothing more than natural language.
If you’re a HubSpot user with a paid ChatGPT plan, this is your moment. And if you’re not yet using AI-powered research in your workflows, it’s time to start — or risk falling behind.
Velocity can help you unlock the full potential of the HubSpot + ChatGPT integration. Whether you need strategic implementation, campaign optimisation, or technical guidance, we’re here to help.
Get in touch with our team today to learn how we can supercharge your CRM intelligence with AI.
No. The HubSpot deep research connector is designed for business users. Setup happens entirely within ChatGPT, with no development or HubSpot-side configuration required.
Yes. The deep research connector can access custom objects and properties, provided the user has the appropriate permissions. This makes it highly adaptable to bespoke CRM setups.
The connector is free to use but requires a paid ChatGPT plan. There are no additional fees from HubSpot for accessing the integration.
Yes. Insights can be copied, exported, or summarised for use in reports, team dashboards, or embedded directly into HubSpot workflows and custom properties.
All data access is governed by existing HubSpot permissions. Users can only access data they are authorised to see, and none of the CRM data is used to train ChatGPT models.
At launch, the deep research connector is only available via the web version of ChatGPT. However, results can be copied or exported to tools that are accessible via mobile.
Yes. By leveraging historical trends and customer behaviour, the connector can assist with predictive modelling, though results should be validated against your business context.
Not at all. This integration complements HubSpot’s native analytics by offering a more flexible, question-driven exploration of your data.
Insights are subject to HubSpot’s standard API usage policies. Heavy usage may count toward daily limits, particularly in high-volume CRM environments.
Absolutely. Velocity specialises in prompt engineering and workflow integration tailored to your industry, ensuring you get the most from this powerful AI capability.