Take Action with ChatGPT: Update CRM Records & Access more Objects and Engagements

The HubSpot connector for ChatGPT can now create and update CRM records and log activities directly from ChatGPT’s chat window, including new contact and deal creation, and logging notes or tasks.

Additionally, You can also now access products, line items, invoices, orders, carts, segments (lists), and engagement history from calls, emails, meetings, tasks, and notes.

Watch Demo: Update your CRM with ChatGPT

Please note:

• If your HubSpot account has sensitive data enabled, the HubSpot connector for ChatGPT will not have access to any engagement data for added security.

• When using create and update actions in the HubSpot connector for ChatGPT, attribution will be recorded in your HubSpot account’s Audit Log to the user and the ChatGPT connector.

• The HubSpot connector for ChatGPT supports bulk Create and Update actions for a maximum of 10 records in a single request.
  

Why Does It Matter?

With expanded write access and engagement visibility, the HubSpot connector for ChatGPT allows you to update your HubSpot context directly without leaving ChatGPT. Ask ChatGPT to log a discovery call, create follow-up tasks, update deal stages, or analyze months of customer emails using natural language.

By accessing engagement history such as emails, tasks, and notes, ChatGPT can surface meaningful insights and let you take action on them instantly, right from the chat window. This unlocks faster, more intelligent use cases, like:

• Faster workflows: Create a task to follow up with a prospect who has questions on pricing.
• Smarter insights: ChatGPT can now access your email threads and call notes to provide context-aware recommendations.
• Less manual work: No more copying insights from ChatGPT into HubSpot properties manually – update directly from ChatGPT’s chat window.
• Better decisions: Analyze real customer conversations, not just CRM snapshots.

How Does It Work?

To access these new capabilities, you'll need to upgrade to the latest version of the HubSpot connector in ChatGPT. If you're setting up the HubSpot connector for the first time, review the setup steps here.

Watch: How to set up HubSpot app inside ChatGPT

Approve the updated app (ChatGPT admin required)

If you're a ChatGPT workspace admin, you'll see an "Enable the updated HubSpot app" pop-up when you open ChatGPT. Click "Enable for workspace" to approve it for all users.

You can also navigate to the HubSpot app from the ChatGPT App Directory and open it in Admin Console to enable it for your workspace.

Update the app (non-admin users)

After admin approval, individual users can upgrade the app:

1. In your ChatGPT chat window, click your profile icon in the bottom left.
2. Click Settings, then Apps, and select HubSpot.
3. In the upper right, click Upgrade.
4. Follow the prompts to re-authenticate the app.
5. When re-authenticating, make sure to select all necessary permissions to access write actions, newly added objects, and engagement history.
   

Using the HubSpot connector

1. In your ChatGPT window, click the + icon, then More.
2. Click HubSpot to enable the app. If your prompt includes the word "HubSpot," the app will turn on automatically.
3. Add your prompt and press Enter.
   

Example Prompts

Updating CRM context (write access): The HubSpot connector for ChatGPT can update your CRM directly.

• “Create a new contact for [X] at with their email [insert email address]”
• “Update the deal ‘Enterprise Package Q4’ to Closed Won.”
• “Log a note on this ticket summarizing our resolution approach.”
• “Create a task for me to follow up with [X] next Tuesday about contract renewal.”

Engagement visibility: The HubSpot connector for ChatGPT can now access your communication history to provide richer context.

• Sales: “Summarize all my emails with [X] from the last month and list any issues that might affect deal closure.”
• Marketing: “Create Follow-Up Tasks from Recent Email Opens”
• Service: “Show me all open tasks assigned to me this week, sorted by priority.”

For more prompts, please visit our prompt library.

Additional Best Practices

• Start small by updating a single record before making bulk changes.

• Always review the proposed changes that ChatGPT shows before execution and take a moment to confirm them.

• For the best results, use the latest models.

Please note: A Super Admin or a user with App Marketplace permissions in your HubSpot account must connect the connector for the first time or, if already installed, uninstall and re-connect and select the allowed / updated permissions for it. Once this is done, they can give access to other users to connect it. Learn more about how you can manage access to the connector.

The HubSpot connector for ChatGPT respects user permissions, users will only see the CRM context they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view or update.

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

Who Gets It?

The HubSpot connector for ChatGPT is available to all HubSpot customers across all tiers with an OpenAI account.

Questions or comments? Join us in the Developer forums.