SMBinfo has been exploring HubSpot’s new Deep Research connector for ChatGPT, and it represents a meaningful advancement in how small and mid-sized businesses can extract insights from their CRM data. Historically, these kinds of capabilities were associated with enterprise-scale BI tools or required custom dashboards and analytics support. This new integration changes that.
The process begins by securely granting ChatGPT’s Deep Research tool access to your HubSpot CRM. Importantly, your HubSpot data is not used to train OpenAI’s model, and the connection is established with data privacy in mind. Once connected, you can begin querying your data in plain language. There’s no need to build reports or apply complex filters—just ask a clear question and review the results.
Here are a few real-world examples of how this works in practice:
Q. Review our last 30 wins and find patterns between the companies.
A. After analyzing your last 30 closed-won deals, several clear patterns emerged that help refine your ideal customer profile.
- Company size: 83 percent had between 50 and 200 employees
- Industry: Strongest performance in SaaS (40%), Professional Services (30%), and Healthcare Tech (20%)
- Location: 70 percent were based in the U.S., with high conversion rates in California, Texas, and Illinois
- Buyer roles: Key contacts were typically Directors or VPs of Operations or Marketing
- Engagement: Winning deals averaged six touches within 14 days of initial interest, with prospects engaging with at least two marketing assets prior to the discovery call
Q. Based on our current HubSpot data, what is the top recommendation you have to grow our pipeline and accelerate deal flow?
A. Re-engage dormant leads. Your CRM includes 73 contacts who engaged in the last 90 days but stalled at the MQL stage. Many of them attended a webinar or downloaded gated content. A reactivation campaign focused on that specific topic, with a clear CTA to book a discovery call, is likely to produce strong results.
Follow-up Q. Write an email sequence for reactivating those 73 dormant leads.
A. ChatGPT then produced a tailored email sequence designed to re-engage those leads, complete with subject lines, messaging frameworks, and appropriate timing between messages.
These examples illustrate the practical value. This is not predictive analytics or generic AI chat. It’s direct insight into your actual business pipeline, with recommended next steps you can act on immediately.
One caveat: Deep Research can take time to return results. Simple queries may return in 20 to 30 minutes, while more complex requests could take over an hour. I expect performance will improve as the tool matures.
SMBinfo’s Perspective
HubSpot’s Deep Research integration allows you to interact with your CRM data as if you had a data analyst sitting beside you. It turns stored information into insight—actionable, specific, and directly tied to pipeline performance. If you’re looking for ways to unlock more value from your HubSpot investment, this is a powerful and accessible starting point.
Let’s talk if you’d like to explore how it could work for your team.
Summary Tip: Use HubSpot’s Deep Research feature with ChatGPT to surface actionable insights that sharpen your marketing strategy.