Advanced Research with the New ChatGPT Integration in HubSpot

In the competitive world of Customer Relationship Management (CRM), HubSpot has taken a decisive step by integrating ChatGPT through its new feature: the Deep Research Connector. This tool allows companies to perform advanced analysis on their own data—without the need for a dedicated data team or specialized analysts.

And the best part? It’s available for all paid plans of both HubSpot and ChatGPT. Let’s explore what this means and how it can transform the work of sales, marketing, support, and customer success teams.

What is the HubSpot Deep Research Connector?

It’s an integration that allows HubSpot users to connect directly from ChatGPT and run advanced natural language queries on their data, including:

  • Contacts

  • Companies

  • Deals

  • Tickets

  • Associations between them

Thanks to this connection, you can ask ChatGPT things like:

 “Give me an executive summary of my current sales pipeline.”
 “Which companies have the highest expansion potential?”
 “Which open deals are most likely to close this month?”

The tool does not modify data—it has read-only access. It also respects each user’s permissions within HubSpot, ensuring that only authorized data is visible.

Key Benefits for Companies

1. Insights Without Analysts
You can perform BI-level analysis without building a BI team. It’s like having a PhD-level data assistant available 24/7.

2. Speed and Efficiency
Forget slow reporting. You can get actionable insights in seconds.

3. Intelligence by Department
Each team—sales, marketing, support, customer success—can use custom prompts tailored to their specific goals and needs.

Real Use Cases

For Marketing

“Find the highest-converting cohorts and generate a tailored nurturing sequence.”
“What attributes do our fastest-converting leads share?”

→ This helps refine campaigns, nurture contacts, and automate workflows directly in HubSpot.

For Sales

“Segment my accounts by revenue, industry, and tech stack.”
“Compare win rate and sales cycle length this quarter vs. last.”

→ Ideal for prioritizing prospects and optimizing the slowest funnel stages.

For Customer Success


“Which accounts are inactive but show reactivation potential?”
 “Suggest plays to improve retention for these customers.”

→ Strengthens loyalty through more strategic actions.

For Support


“What ticket categories show seasonal peaks?”
“What are the 10 most common issues based on last quarter’s tickets?”

→ Enables better staffing forecasts and improves support experiences.

Technical Considerations

  • Requires a paid ChatGPT plan (Pro, Team, Enterprise, Plus, or Edu).

  • For EU customers, only Team, Enterprise, or Edu plans are allowed.

  • Available only on ChatGPT's web version.

  • Must be connected by a HubSpot Super Admin or someone with Marketplace access permissions.

  • Data usage is subject to HubSpot’s API limits and the privacy terms of both platforms.

What Does This Mean for Larger Enterprises?

It means greater autonomy for teams, faster response times, and a clear competitive edge through data-driven decision-making. No more waiting weeks for a report—any authorized user can now query and act in real-time.

Moreover, because the insights can plug directly into HubSpot workflows, audiences, and automation, analysis becomes action. It’s not just about understanding what’s happening—it’s about having the tools to respond.

Conclusion

The HubSpot–ChatGPT Deep Research Connector is more than a cool new feature. It represents a paradigm shift in how businesses interact with their data.

It’s a tool designed not just for enterprise giants, but for any team ready to take their CRM strategy to the next level—with smart, agile, frictionless intelligence.

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Advanced Research with the New ChatGPT Integration in HubSpot

In the competitive world of Customer Relationship Management (CRM), HubSpot has taken a decisive step by integrating ChatGPT through its new feature: the Deep Research Connector. This tool allows companies to perform advanced analysis on their own data—without the need for a dedicated data team or specialized analysts.

Group your data like a pro: clustering with K-Means and BigQuery ML

Working with large volumes of marketing data—whether it’s web traffic, keywords, users, or campaigns—can feel overwhelming. These data sets often aren’t organized or categorized in a useful way, and facing them can feel like trying to understand a conversation in an unfamiliar language.

But what if you could automatically discover patterns and create data groups—without manual rules, endless scripts, or leaving your BigQuery analysis environment?

That’s exactly what K-Means with BigQuery ML allows you to do.

What is K-Means and why should you care?

K-Means is a clustering algorithm—a technique for grouping similar items. Imagine you have a table with thousands of URLs, users, or products. Instead of going through each one manually, K-Means can automatically find groups with common patterns: pages with similar performance, campaigns with similar outcomes, or users with shared behaviors.

And the best part? With BigQuery ML, you can apply K-Means using plain SQL—no need for Python scripts or external tools.

How does it actually work?

The process behind K-Means is surprisingly simple:

  1. You choose how many groups you want (the well-known “K”).

  2. The algorithm picks initial points called centroids.

  3. Each row in your data is assigned to the nearest centroid.

  4. The centroids are recalculated using the assigned data.

  5. This process repeats until the groups stabilize.

The result? Every row in your table is tagged with the cluster it belongs to. Now you can analyze the patterns of each group and make better-informed decisions.

How to apply it in BigQuery ML

BigQuery ML simplifies the entire process. With just a few lines of SQL, you can:

  • Train a K-Means model on your data

  • Retrieve the generated centroids

  • Classify each row with its corresponding cluster

This opens up a wide range of possibilities to enrich your dashboards and marketing analysis:

  • Group pages by performance (visits, conversions, revenue)

  • Detect behaviors of returning, new, or inactive users

  • Identify products often bought together or with similar buyer profiles

  • Spot keywords with unusual performance

How many clusters do I need?

Choosing the right number of clusters (“K”) is critical. Here are a few strategies:

  • Business knowledge: If you already know you have 3 customer types or 4 product categories, start there.

  • Elbow Method: Run models with different K values and watch for the point where segmentation no longer improves significantly.

  • Iterate thoughtfully: Test, review, and adjust based on how your data behaves.

Real-world examples

With K-Means in BigQuery, you can answer questions like:

  • What types of users visit my site, and how do they differ?

  • Which pages show similar performance trends?

  • Which campaigns are generating outlier results?

Grouping data this way not only saves time—it reveals opportunities and issues that might otherwise go unnoticed.

Conclusion

If you're handling large data sets and need to identify patterns fast, clustering with K-Means and BigQuery ML can be a game-changer. You don’t need to be a data scientist or build complex solutions from scratch. You just need to understand your business and ask the right questions—BigQuery can handle the rest.

Start simple: take your top-performing pages, group them by sessions and conversions, and see what patterns emerge. You might uncover insights that completely shift how you approach your digital strategy.

 

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