The HubSpot connector for Claude enables revenue teams to harness conversational AI for real business insights by using optimized prompts structured for CRM, marketing, sales, service, and commerce use cases. Below, you will find a breakdown of proven prompt categories and examples for each, helping organizations automate analysis, reporting, outreach, and process optimization directly from HubSpot data.
Sales Prompts
Drive smarter pipeline management and seller productivity with prompts that cut through CRM data to find sales-ready leads, prioritize deals, and accelerate conversions.
- Example: "Analyze open HubSpot deals created during the last 3 months with amounts over $10,000 not in closed-won or closed-lost. Show deal names, amounts, close dates, associated companies, and duration in the current stage."
- Example: "Find HubSpot contacts with lifecycle stages indicating sales readiness and predictive contact scores above 0.5. Include contact details, direct HubSpot links, company associations, and recent activity dates."
- Example: "Identify companies with open deals where the last sales activity was more than 30 days ago. Show top 10 by deal value, direct HubSpot links, and last contact dates."
Service Prompts
Enable support leaders and agents to surface urgent tickets, spot churn risks, and optimize resolution performance.
- Example: "Find HubSpot companies with high-priority support tickets in the last 60 days. Include company details, HubSpot links, ticket volumes, priority levels, and resolution status."
- Example: "Analyze tickets created this quarter, examining time-to-first-response and time-to-close metrics by source and priority."
- Example: "Show all open HubSpot tickets assigned to me, sorted by oldest first, with priority levels and ticket description."
Marketing Prompts
Power segmentation, persona development, and campaign reporting with AI-led analysis across HubSpot’s lead, contact, and deal records.
- Example: "Analyze contacts by industry, company size, behavioral engagement (email, website), and demographics to create detailed marketing segments and personas."
- Example: "Track HubSpot contacts for the last quarter through each lifecycle stage, showing entry and exit dates to optimize the funnel."
- Example: "Identify contacts in early lifecycle stages with engagement indicators (email opens, form submissions) who haven't progressed this year."
Customer Success Prompts
Deliver retention insights and journey mapping for success managers and account teams looking to optimize client outcomes.
- Example: "Show the complete customer journey from first visit to closed deal in HubSpot for won deals over the last 6 months."
- Example: "Analyze customer payment patterns to identify accounts with delays and billing preferences, then recommend interventions."
Commerce Prompts
Automate analysis around quotes, invoices, orders, and subscriptions to boost conversions and financial performance.
- Example: "List invoices overdue by more than 30 days."
- Example: "Summarize total outstanding receivables grouped by customer."
- Example: "Identify customers who added items to cart but never checked out."
- Example: "Summarize top products most frequently left in carts this month."
Productivity & Enablement Prompts
Extract executive summaries, action items, and analysis from meetings and docs.
- Example: "Analyze this meeting transcript for key discussion points, decisions, action items, disagreements, and follow-up needs, then format as an executive summary."
- Example: "Create a prioritization matrix for action items based on urgency, impact, and effort. Recommend which items to tackle today, which to delegate, and which to schedule."
Segment Effectiveness Prompts
Refine campaigns and outreach with granular segment reporting.
- Example: "Identify engagement patterns for this segment versus other high-value segments."
- Example: "Write a personalized outreach email for prospects in this segment that addresses common objections."
- Example: "Prioritize segment contacts based on fit with the ideal customer profile and event data."
Order & Cart Insights Prompts
Support commerce teams with advanced cart and order analysis.
- Example: "Show all active carts created in the past 7 days."
- Example: "List abandoned cart rates for new versus repeat customers."
- Example: "Summarize total order value by region this quarter and provide average order value by region."
Subscription & Invoice Analysis Prompts
Highlight churn risk, billing optimization opportunities, and financial performance.
- Example: "Summarize churn risks for next quarter based on subscription data."
- Example: "Provide billing frequency preferences grouped by customer health score."
Use the Claude Prompt Library in HubSpot to directly query structured data using natural language, eliminating manual reporting and surfacing new business insights that drive growth and efficiency. For the latest updates, webinar invites, and access to more AI-first business resources, visit HubSpot’s dedicated AI tools and free business resources pages.
