HubSpot connector for Claude

HubSpot is the first CRM to launch a connector for Claude, introducing a new way to combine the power of HubSpot and Claude for personalized AI insights. By bringing Claude’s advanced reasoning together with your HubSpot context, you’ll receive responses tailored to your unique business needs. You can also visualize these insights through different styles of charts and graphs, and then take action inside HubSpot.

Key use cases:

• Marketing teams can ask Claude to find contacts who opened a recent email campaign but didn’t click through, and generate a pie chart to support follow-up segmentation.
• Sales teams can ask for a summary of active deals organized by name, amount, and stage, and sorted by closing date to help prioritize the week.
• Support reps can ask for all open tickets assigned to them, sorted by priority and creation date.
• Customer success teams can ask Claude to compare resolution approaches and outcomes across support channels to drive consistency and quality.

Why does it matter?

With our unified customer platform, you can access your HubSpot context directly within your preferred AI tool.

Today, over half of our 250,000 customers use multiple LLMs to accelerate productivity. We want to help you get the best insights from the AI solutions you already use—which is why we’re making it easy to connect HubSpot to the most-used AI tools.

How does it work?

Ensure your Super Admin (user with the highest permissions level) or a user with App Marketplace permissions completes the setup first, as their account must be connected before others can access the HubSpot connector for Claude. Once enabled, anyone in their organization can connect Claude to their unique HubSpot data, so they can start conversing and gaining insights.

The HubSpot connector for Claude is available on the web and desktop versions.

To connect your CRM data to Claude:

1. In Claude, go to Settings and select Connectors, then click Browse Connectors.
2. Under the Your Connectors tab, click Browse connectors.
3. Search for HubSpot and click Add to your team. Close the dialog box.
4. Return to the connectors page in settings. Click Connect next to HubSpot.
5. You’ll be redirected to an authentication page where you can log in with your HubSpot credentials.
6. Choose the HubSpot account you want to connect and grant the requested permissions.
7. Once authenticated, you’ll be redirected back to the chat in Claude.
8. Make sure HubSpot is enabled under Search & Tools, and you’re ready to run your query.

Note: Steps 1–4 are only required when connecting a new user or switching to a different HubSpot account.

The HubSpot connector for Claude is easy to use and easy to trust. We built the HubSpot connector for Claude to ensure users only see the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view.

The HubSpot connector for Claude responds in the language used by the user, if supported. For the full list of supported languages, please refer to Anthropic’s multilingual documentation & supported countries and regions.

Who gets this?

The HubSpot connector for Claude will be available to all HubSpot customers across all tiers who have a paid Anthropic subscription (Pro, Max, Team, or Enterprise).

To access the connector, individuals must have:

• An active HubSpot user account
• A paid Claude subscription (Pro, Max, Team, & Enterprise)

The HubSpot connector for Claude automatically respects the user permissions defined in HubSpot. This means users will only see in Claude the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view

Additional Details about Claude

All functionality in Claude is subject to HubSpot's API usage limits and guidelines.

Generally, Anthropic does not use the data you share through HubSpot to train its models. There are exceptions; for example, when customers provide feedback or opt into training. For complete details regarding data usage, please refer to the terms (consumer & commercial) in your specific Anthropic plan.

To better understand their data practices—including whether and how long data is retained—we recommend visiting Anthropic’s Trust Center.Additional information regarding Individual, Team, and Enterprise plans is here. Like all third party tooling, you should carefully evaluate the benefits and risk of use.

The HubSpot connector for Claude does not provide access to custom Sensitive Data Properties or sensitive content from other Sensitive Data Covered Services, including Personal Health Information and other forms of Highly Sensitive Data. It has read-only access to standard records such as contacts, companies, deals, tickets, and their associations. Any properties marked as sensitive data is not accessible by the connector.

Learn more about the HubSpot connector for Claude here.