How You Connect HubSpot with ChatGPT (June 2025 Guide)

Why I Integrated ChatGPT with HubSpot (And Why You Should Too)

I used to spend way too much time switching tabs from my CRM dashboard to ChatGPT, back to my inbox, then over to my notes.

The real breakthrough came when I connected HubSpot directly with ChatGPT. Now, I get AI-generated email drafts, lead insights, and follow-up sequences without leaving my workflow.

It definitely makes sales, customer success, or content ops, just to name some, time-saving machines. Way to go for business scaling and  healthy productivity.

How Does ChatGPT Work with HubSpot?

When connected, ChatGPT can read HubSpot data, process it with natural language understanding, and return AI-generated insights, content, or automation triggers.

There are three main ways to integrate ChatGPT with HubSpot:

1. Native OpenAI Connector by HubSpot
2. No-code automation platforms like Zapier or Appy Pie
3. Custom API setups for developers or advanced workflows

Once connected, ChatGPT can automate lead summaries, personalize customer interactions, or generate content based on your CRM records.

What You Need to Connect HubSpot with ChatGPT

To get started, make sure you have:

• An active HubSpot account (Starter or above recommended for workflows)
• Access to ChatGPT (Pro or Enterprise) or OpenAI API
• One of the following tools:
  • HubSpot’s native OpenAI connector
  • A Zapier account
  • Optional: Bardeen or custom scripts via the HubSpot API
• Permissions to connect third-party tools within your HubSpot portal

You don’t need to know how to code but having a clear idea of your use case (email generation, lead insights, support summaries) helps define the best path.

Setup Methods (Step-by-Step)

Method 1: HubSpot’s Native OpenAI Connector (Recommended for Simplicity)

1. Log into your HubSpot account
2. Navigate to Automation > Workflows or AI Tools
3. Click Connect to OpenAI
4. Authenticate with your OpenAI API key (here’s how to find it)
5. Choose your workflow (e.g. “Generate follow-up email after meeting”)
6. Set triggers such as:
   • New contact added
   • Deal stage changed
   • Support ticket closed
7. Add ChatGPT-based actions such as:
   • Generate personalized message
   • Summarize recent interaction
   • Suggest next best action

This native integration is ideal for teams already using HubSpot workflows and looking for fast setup.

Method 2: Zapier Integration (Best for Flexibility)

1. Go to zapier.com and create a free account
2. Choose HubSpot as the trigger app
3. Select an event (e.g. “New Lead Created” or “Form Submission”)
4. Choose OpenAI as the action app (or use ChatGPT directly)
5. Define the prompt, such as:
   • “Summarize this contact’s bio and recent interactions”
   • “Write a follow-up email for this lead”
6. Test the Zap and activate

Zapier is best for teams who want more customization or who use other tools in tandem with HubSpot (e.g. Gmail, Slack, Notion).

Method 3: Custom API Setup (Advanced)

For developers or tech-savvy teams, building a custom integration via the HubSpot API + OpenAI API gives the most flexibility:

• Use HubSpot’s REST API to pull contact or deal data
• Send that data to the OpenAI API with custom prompt logic
• Return the result back into a HubSpot property, note, or timeline event

This is great for organizations needing highly tailored use cases like predictive scoring, email rewriting, or integrating with third-party analytics tools.

Mobile Workflow Tips

While there’s no mobile-specific integration (yet, hold my beer), once you’ve set up workflows or Zaps, you can:

• Use the HubSpot mobile app to trigger workflows manually or through tasks
• Access Zapier from mobile browser to run actions on demand
• Use ChatGPT mobile app for quick prompt generation, then push results to HubSpot via connected workflows

Set everything up on desktop first, then manage and monitor via mobile when needed.