HubSpot just released their Claude connector and it's available on all paid plans now.
This can contextualize any Claude chat with CRM data.
After some initial testing, here are my thoughts:
It's pretty dang good.
Use-case ideas:
- Draft personalized account plans.
- Search for patterns in your funnel.
- Summarize tasks/tickets for the day.
- Spot deals/contacts that require activity.
- Combine with web search for account research.
- Cross-correlate multiple data points to find trends.
- Spin up custom reports without building them in HS.
As a HubSpot and Claude regular user, I'm stoked.