HubSpot connector for Claude: Additional Object Access (Read-Only) and Admin Controls

The HubSpot connector for Claude now supports read-only access to additional CRM objects and their associations. In addition to contacts, companies, deals, tickets, now it can access users, line items, quotes, invoices, orders, carts, products, subscriptions, and object lists.

• Sales teams can analyze invoices to compare deal values, payment timing, and discrepancies between contracted and invoiced amounts
• Commerce teams can track customers that are frequently paying invoices late..
• Marketing teams can explore the key attributes and engagement of their most important segments to better understand their audience and plan more effective campaigns.
• Support teams can ask Claude to find customers with overdue invoices and recent billing tickets to prioritize payment resolution support.
• Customer success teams map the customer success journey from onboarding to renewal for our most successful customers and identify best practices. 

Additionally, the HubSpot connector for Claude now also includes admin controls, allowing super admins and users with App Marketplace permissions to go to Connected Apps > HubSpot connector for Claude > Give users access. Learn more on our Knowledge Base.

Why does it matter?

With expanded read-only access to HubSpot CRM objects, Claude can now deliver more personalized AI insights fueled by your HubSpot data. This unlocks new use cases, including:

• Smarter prospecting through lead analysis and enrichment
• Customer understanding with analysis of feedback submissions
• Commerce and CPQ support for quotes, invoices, and orders
• Marketing optimization with segmentation and list insights

How does it work?

To get access to the additional objects (read-only) in the HubSpot connector for Claude, you’ll need to disconnect and re-authenticate your HubSpot account.

The HubSpot connector for Claude respects user permissions, ensuring that users only see the CRM data they are allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view.

The HubSpot connector for Claude responds in the language used by the user, if supported. For the full list of supported languages, please refer to Anthropic’s multilingual documentation & supported countries and regions.

Who gets this?

The HubSpot connector for Claude will be available to all HubSpot customers across all tiers who have a paid Anthropic subscription (Pro, Max, Team, or Enterprise).

To access the connector, individuals must have:

• An active HubSpot user account
• A paid Claude subscription (Pro, Max, Team, & Enterprise)

The HubSpot connector for Claude automatically respects the user permissions defined in HubSpot. This means users will only see in Claude the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view.

Learn more on our knowledge base.