Your best AI input isn’t a prompt
🥰 Get more from the AI you already use by giving it the business context it’s missing.
Hey there Smarty 👋
What if “update the CRM” stopped being the task you did after asking AI for help?
You’ve already discussed the customer, worked through the question, and decided what comes next. Having to reopen the record and enter the update yourself is extra work you’d happily avoid.
On November 5 at 11 AM ET, HubSpot’s free live event will show you how to bring customer context and CRM actions into your AI conversations, so getting an answer can lead straight to getting something done.
If you use ChatGPT or Claude, you’ll see how connecting your CRM changes what you can get out of AI, including a 15-minute live demo of HubSpot’s ChatGPT connector.
Here’s what you’ll learn:
⚡ Get answers without the prep work. Bring CRM context into the conversation so you spend less time pulling records and explaining your business.
🎯 Act while the answer is useful. See how you can update CRM records from the conversation instead of adding another task to your list.
🔐 Start with boundaries you control. Learn how approvals and data limits help you introduce connected AI without giving it unrestricted access.
You’ll also get direct access to HubSpot’s product team, so you can ask the questions that would otherwise hold up your first test.
Bring one recurring task: preparing a customer handoff, researching an account, or updating records. Ask which steps the connector supports and what setup your team needs.
Join live on November 5 at 11 AM ET for answers specific to your workflow.
Can't attend the session live? Register anyway, and you’ll get the recordings in 24 hours.
