---
title: Chat With Your HubSpot Data in Claude — What’s New, How to Set It Up, and Prompts That Work
description: Connect HubSpot with Claude for instant insights and visualizations. Learn how to set it up and use prompts to streamline your marketing, sales, and service processes.
---

[Markezing Blog ](https://blog.markezing.com)

# [Chat With Your HubSpot Data in Claude — What’s New, How to Set It Up, and Prompts That Work](https://blog.markezing.com/chat-with-your-hubspot-data-in-claude-whats-new-how-to-set-it-up-and-prompts-that-work)

 Written by [Markezing Team](https://blog.markezing.com/author/markezing-team) | Aug 11, 2025 1:47:27 AM

HubSpot has launched an official connector for Anthropic’s Claude so you can chat with your CRM context directly in Claude and get charts, summaries, and next-step recommendations grounded in your HubSpot records. It’s available now for all HubSpot tiers with a paid Claude plan; setup takes a few minutes; and the connector is **read-only** today.

## What’s new (and why it matters)

HubSpot became the first CRM to ship a native Claude connector, letting marketers, sellers, and service teams ask plain-language questions and visualize answers (charts/graphs) with HubSpot context—without exporting data or building custom scripts. The big win: faster insight loops, grounded in the data your teams already trust. 

**Availability & pricing snapshot**

- **Who gets it:** Any HubSpot tier.
- **What you need:** A paid Claude subscription (Pro, Max, Team, or Enterprise).
- **Where it works:** Claude web, desktop, and mobile.
- **Security model:** Permission-based access; users can only see what they’re allowed to see in HubSpot.

## What you can (and can’t) do today

**You can:**

- Ask Claude questions about **contacts, companies, deals, and tickets** (plus their associations), and get **summaries and visualizations** to speed decisions. <https://www.hubspot.com/company-news/hubspot-connector-claude?utm_source=chatgpt.com>
- Keep data access scoped by **existing HubSpot permissions** so reps only see what they should. <https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude>

**You cannot (yet):**

- **Edit HubSpot data** from Claude. The connector is **read-only**; Claude won’t take actions directly in HubSpot. Use insights to guide what you do next inside HubSpot. 

## How to connect HubSpot to Claude (5 minutes)

1. In Claude, open **Settings → Connectors → Browse connectors**.
2. Find **HubSpot → Add to your team**.
3. Click **Connect** next to HubSpot and sign in with the HubSpot account you want to use.
4. Back in Claude, you’ll see the connector available across web/desktop/mobile.
5. In a chat, click **Search & tools** (bottom-left) and **toggle HubSpot on**.

**Permissions tip:** The first connection should be done by a **Super Admin** (or someone with App Marketplace permissions). After that, other users can connect with their own HubSpot logins. [knowledge.hubspot.com](https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude)

## Prompts you can use right now (copy/paste)

> Pro tip: Use **Claude Sonnet 4** and turn on **Extended Thinking** for deeper analysis. 

### Marketing

- “From last quarter’s **email sends**, list contacts who **opened but didn’t click**, group by persona, and **visualize as a pie chart**.” 
- “Show **Marketing Qualified Lead volume by source** month-over-month this year and **recommend 3 experiments** for the weakest source.” <https://www.hubspot.com/company-news/hubspot-connector-claude?utm_source=chatgpt.com>
- “Compare **lifecycle stage conversion rates** Q1 vs. Q2 and **surface cohorts** with biggest drop-off.”

### Sales

- “Summarize **open deals by stage** due this month with **owner, amount, close date**; flag risks where **last activity >14 days**.” <https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude>
- “List **stalled deals** (no movement in 21 days), add **top 3 next actions** for each based on last notes.”
- “Create a **chart** of **win rate by segment** for the last 6 months; call out anomalies.”

### Service / Success

- “Show **open tickets by priority** and **average time to first response** this month; recommend **3 changes** to reduce backlog.”
- “Compare **resolution approaches** across chat vs. email and **highlight patterns** linked to higher CSAT.” 

## Governance & data handling (the practical bits)

- **Read-only scope:** Contacts, companies, deals, tickets, and their associations. No edits, and no custom objects or engagements (for now). <https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude>
- **Permissions respected:** Users only see data they’re allowed to access in HubSpot. 
- **Data usage:** Anthropic doesn’t use your HubSpot-shared data to train models except in specific opt-in scenarios; review your Claude plan terms. 
- **Localization & routing:** Requests are routed through your HubSpot data center; once in Anthropic, your Anthropic terms apply. <https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude>
- **Auditability:** HubSpot admins can review connector activity in **audit logs**. 

## Claude vs. ChatGPT connectors in HubSpot (when to use which)

- **Claude connector:** Great for **fast, grounded analysis** in a conversational flow, especially when you value **concise, structured summaries and on-the-fly charts**. <https://www.hubspot.com/company-news/hubspot-connector-claude?utm_source=chatgpt.com>
- **ChatGPT connector (HubSpot Deep Research):** Strong for **long-form research** that also respects HubSpot permissions as a data source. Many teams will keep **both** and use each where it excels. 

## Rollout checklist (so you get ROI in week one)

1. Have a **Super Admin** connect the account; publish a 5-minute Loom for your team showing the toggle. <https://knowledge.hubspot.com/integrations/set-up-and-use-the-hubspot-connector-for-claude>
2. Standardize **five starter prompts** per team (use the list above).
3. Set a weekly **“Insight Review”**: top 3 findings from Claude + the HubSpot changes you made because of them.
4. Track outcome metrics: time-to-insight, campaign optimizations, pipeline coverage, and ticket backlog trend.

## Final thought

This connector won’t magically fix messy data, but it **dramatically lowers the time from question → answer** for your GTM teams—and that compounds. Start narrow, templatize your best prompts, and let the habit do the heavy lifting. <https://www.hubspot.com/company-news/hubspot-connector-claude?utm_source=chatgpt.com>

*Need help?* We’re a HubSpot Partner—happy to set this up, define prompts by role, and train your team on insight-to-action workflows.

[View full post](https://blog.markezing.com/chat-with-your-hubspot-data-in-claude-whats-new-how-to-set-it-up-and-prompts-that-work)

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