Based on HubSpot Market Place: SAGE Marketing is the Best HubSpot Provider in Israel

Roman Boruhov
written by Roman Boruhov Head of HubSpot and Automation

Roman is valued by peers and clients alike for his professionalism, responsiveness, and ability to demystify complex systems - turning data and workflows into actionable insights that fuel business outcomes.

Niv Lamerovich
reviewed by Niv Lamerovich Head of Sales and Business Development

At SAGE Marketing, Niv plays a key role in growing the HubSpot CRM practice by building trusted client relationships and ensuring every engagement is grounded in real business impact.

10 min read
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Why Partner with SAGE Marketing?
Deep expertise in CRM, RevOps & AI workflows.
End-to-end HubSpot support in one place.
Proven results across 100+ B2B tech brands.
Customized service plans based on your needs.
Let’s Build Something Remarkable!
From smart architecture and automation to dashboards, SAGE’s HubSpot team plugs in and elevates the entire funnel.
Contact us
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Blog Hubspot B2Bmarketing marketing automation

When it comes to implementing, optimizing, or scaling HubSpot, what truly separates high-performing agencies from the rest is the difference between ticking boxes and delivering business impact. SAGE Marketing doesn’t just get certified; we consistently earn from clients who say we’ve elevated their HubSpot experience well beyond expectations. This is why we appear in the best HubSpot onboarding agencies in Israel.

What Clients Say About SAGE – In Their Own Words

“Their proactive approach, attention to detail, and availability made the optimization process both effective and effortless.”
Roitman, D. (HubSpot Onboarding)

“They consistently found solutions even for the most complex or unexpected challenges.”
Kasavin, B. (CRM Migration)

“Roman and the team took the time to thoroughly understand our business operations… offered tailored solutions that made our work more efficient and effective.”
Zadok, Y. (Sales & Marketing Alignment, CRM Implementation)

“Despite the complexity… SAGE’s expertise in marketing, sales, and HubSpot delivered impressive results.”
Garb, W. (Onboarding, CRM, Content)

Across their feedback, clients emphasize three consistent themes:

  1. Deep strategy-first thinking
  2. Technical precision
  3. Consistent partnership and availability

What We Actually Do? Tailored CRM Solutions That Work for B2B Tech and Beyond

Our clients choose us not just for HubSpot know-how, but because we translate that into growth-driven results. Here’s how:

Customized Service Plans

We don’t believe in one-size-fits-all. After working with over 100 B2B tech companies, we craft service plans that align with your industry, team capacity, and strategic objectives.

Full Suite of HubSpot Services

From onboarding and integration to migration, audits, automation, and support – SAGE – HubSpot Diamond partner covers every HubSpot touchpoint:

  • Onboarding & Implementation
  • Integration & Migration
  • Custom API Projects
  • Expert as a Service (XsaaS)
  • Audit & Optimization
  • Team Training
  • Strategy + Automation = Instant Impact

We build “machines” that deliver measurable outcomes from Day 1. That means planning campaigns, workflows, and dashboards to achieve revenue targets.

Read the Case study

No BS, Just Results

Our approach is pragmatic. You get fast wins, transparent communication, and a push toward autonomy – so your team can eventually manage HubSpot confidently.

Real Results in Action

Whether it’s seamless migration, tailored automation, or full-funnel implementation, we’ve driven real transformations, from improved lead conversion to CRM clarity.

We merge strategy, tech expertise, and experience across multiple hubs (Marketing, Sales, Service, CMS, Operations) for a unified, growth-focused approach.

Ready to Go Beyond Basic HubSpot?

If you’re ambitious about squeezing every ounce of value from your HubSpot investment – or want to finally nail your automation best practices – let’s talk.

Email us at info@sagemarketing.io to see how we can help your business scale strategically with HubSpot.

Roman Boruhov Head of HubSpot and Automation
About
the author
Roman is valued by peers and clients alike for his professionalism, responsiveness, and ability to demystify complex systems - turning data and workflows into actionable insights that fuel business outcomes.
Learn more

Top CMO as a Service Agencies for B2B Startups

Shlomit<br> Hertz
written by Shlomit
Hertz
CMO-as-a-Service

Today, as CMO-as-a-Service at SAGE Marketing, Shlomit partners with technology companies to build powerful brands, accelerate demand generation, and connect innovation with results. Her approach is creative, data-driven, and always focused on what truly matters — turning strategy into measurable success.

Sarit<br> Lamerovich
reviewed by Sarit
Lamerovich
Founder/CEO

Sarit founded SAGE to allow technology companies to take innovation to the next business level and fulfill the entrepreneur’s dream to change the world by building market recognition, increasinge customer awareness and improvinge the foundation for strong and sustainable revenue growth.

10 min read
Share
Why Partner with SAGE Marketing?
100+ B2B tech companies and startups — we literally grow unicorns.
No office, no walls — we work inside your world, embedded in your team.
Full-stack marketing approach: strategy, storytelling, content, HubSpot and execution under one roof.
Let’s Build Something Remarkable!
Whether you’re launching, scaling, or rebranding —
we’ll help you connect,
engage, and grow.
Contact us
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Budget Marketing Blog Start-Up Tips Branding

When the founder is a CTO or a product-led CEO, marketing often gets delayed or pieced together. But launching and scaling requires both a strategic marketing leader and someone who can roll up their sleeves and execute fast

That’s the power of CMO-as-a-Service – a unique blend of vision and action, giving startups the marketing backbone they need to build, grow, and scale – without hiring a full in-house team too soon.

Here’s a quick look at the top agencies in Israel:

  1. SAGE Marketing: Known for its focus on B2B tech startups from strategy to hands-on execution and HubSpot.
  2. Deloitte Digital: Combines the strategic strength of a global consulting firm with creative and technology-driven marketing services. 
  3. KPMG: Their Customer & Marketing Advisory division supports businesses with CMO-level strategic leadership to transform marketing operations.      
  4. NoGood: A performance-driven growth agency offering fractional CMO services for startups and scale-ups.      
  5. Algocentric: Provides fractional CMO services with a focus on B2B SaaS and tech companies.      
  6. RnD Marketing: A full-service growth partner, offering fractional CMO leadership alongside PR, performance, and digital growth services.       
  7. Topanda: Offers fractional CMO services with a specialization in mobile, apps, and digital-first products.        
  8. SaaS Growth Agency: A Fractional marketing agency for SaaS vertical companies.
  9. JJ Creative Media: Fractional CMO + SEO strategist experienced in global tech, tailored for lean, high-potential tech startups.      
  10. Captain Digital: Fractional CMO for startups with a focus on performance-driven marketing, building both marketing & sales departments.      

For Israeli B2B startups, choosing the right agency can mean the difference between struggling to grow and achieving measurable results.

1.   SAGE Marketing

Marketing Leadership Expertise

SAGE Marketing is the best CMO as a Service agency in Israel. SAGE Marketing deliver real business value to startups expanding into global markets. Acting as an external CMO, the agency provides startups with senior-level marketing strategies without the overhead of hiring a full-time executive. This fractional leadership model ensures startups get the expertise they need to scale effectively.

Their leadership spans across industries like cybersecurity, fintech, and biotech. This wide-ranging expertise allows them to address the specific challenges faced by various tech sectors. Whether it’s an early-stage startup crafting its first go-to-market plan or an established enterprise needing expert input for a specific project, SAGE Marketing adapts its approach to meet the unique needs of each client. This strategic leadership is further enhanced by their advanced marketing automation tools.

As a HubSpot Diamond Partner, SAGE Marketing brings a strong focus on marketing automation to help clients achieve measurable results. Their mastery of HubSpot enables them to implement strategies like lead nurturing, sales enablement, and detailed analytics – tools that are crucial for B2B startups aiming to scale.

Proven Success with B2B Startups

SAGE Marketing’s comprehensive approach has consistently delivered growth for B2B startups. Their services span everything from building foundational strategies to executing them, making their expertise especially valuable for early-stage companies that need clear goals, KPIs, and actionable timelines.

A key part of their success lies in their ability to simplify complex technologies into compelling stories that resonate with global audiences. For Israeli tech companies – often creating highly advanced solutions – this storytelling ability is critical for effectively communicating their value to international markets.

Flexible Pricing and Engagement Models

SAGE Marketing understands the financial pressures startups face, offering flexible engagement models to suit varying needs. Startups can choose between project-based pricing for specific campaigns or retainer-based pricing for ongoing CMO-level guidance and execution.

2.   Deloitte Digital

Marketing Leadership Expertise
Deloitte Digital combines the strategic strength of a global consulting firm with creative and technology-driven marketing services. Their CMO-as-a-Service model provides enterprises and growth-stage companies with senior-level guidance on customer engagement, digital transformation, and marketing enablement. With expertise across multiple industries, they help companies align brand, technology, and data into scalable growth strategies.

Proven Success with Enterprises
Trusted by global organizations, Deloitte Digital has a proven track record of enabling digital-first marketing transformations. Their multidisciplinary teams bring together consultants, technologists, and creatives, ensuring that clients benefit from both strategic leadership and execution capabilities. For companies in Israel looking to expand globally, Deloitte Digital offers strong connections and frameworks that deliver measurable business results.

Flexible Pricing and Engagement Models
Pricing is typically retainer-based, structured around large-scale projects or ongoing advisory services. Companies can engage Deloitte Digital for high-level marketing leadership as well as execution support, with tailored engagements suited for enterprises and large startups scaling internationally.

3.   KPMG Marketing Enablement

Marketing Leadership Expertise
KPMG’s Customer & Marketing Advisory division supports businesses with CMO-level strategic leadership to transform marketing operations. Their CMO-as-a-Service model is focused on aligning customer engagement, digital tools, and data-driven marketing practices to business objectives. This allows organizations to modernize their marketing approach without investing in full-time executive overhead.

Proven Success with Enterprises
Backed by a global brand, KPMG has delivered marketing transformations for Fortune 500 companies and growth-stage firms. Their work spans digital engagement, customer journey mapping, and marketing automation. For Israeli companies targeting regulated industries like finance, healthcare, or energy, KPMG provides the governance and compliance expertise often critical to success.

Flexible Pricing and Engagement Models
Pricing is usually structured as project-based consulting or long-term advisory retainers. Clients benefit from tailored scopes depending on whether they need a complete marketing overhaul or targeted leadership support.

4.   NoGood

Marketing Leadership Expertise
NoGood is a performance-driven growth agency offering fractional CMO services for startups and scale-ups. With a strong presence in SaaS, fintech, and consumer tech, NoGood provides executive-level marketing leadership paired with tactical execution in performance marketing, content, and demand generation.

Proven Success with Startups and Scale-ups
NoGood has built a reputation as a growth partner for high-potential startups, helping brands like Nike, TikTok, and Amazon Web Services drive scalable customer acquisition strategies. Their CMO-as-a-Service offering is particularly attractive for Israeli startups seeking U.S. market entry, blending strategic leadership with hands-on execution in performance marketing.

Flexible Pricing and Engagement Models
Engagements are typically monthly retainers with flexible scope based on growth goals. Their model allows startups to scale services as needed, making them suitable for both early-stage companies testing new markets and scale-ups doubling down on growth.

5.  Algocentric

Marketing Leadership Expertise
Algocentric provides fractional CMO services with a focus on B2B SaaS and tech companies. Their expertise lies in building scalable marketing operations that align sales and marketing, leveraging data and automation to drive predictable growth. They combine strategic CMO leadership with execution support in paid campaigns, funnel optimization, and content marketing.

Proven Success with B2B SaaS
Algocentric has supported SaaS founders and tech leaders in North America and Israel, helping them accelerate ARR growth and build demand generation engines. Their proven frameworks are especially useful for Israeli SaaS startups looking to expand internationally with repeatable growth models.

Flexible Pricing and Engagement Models
Pricing is structured around fractional CMO retainers, with options to expand scope into campaign execution or project-based initiatives. Their flexibility makes them ideal for lean startups that want to grow marketing maturity step by step.

6.   RnD Marketing

Marketing Leadership Expertise
RnD Marketing positions itself as a full-service growth partner, offering fractional CMO leadership alongside PR, performance, and digital growth services. Their approach blends strategic marketing leadership with strong PR storytelling and demand generation campaigns, helping companies build credibility and visibility.

Proven Success with Growth Companies
They have worked with startups and established companies across industries, supporting international expansion with data-driven marketing strategies and PR campaigns. Their strength lies in connecting digital growth tactics with brand positioning to achieve measurable traction in competitive markets.

Flexible Pricing and Engagement Models
Engagements are retainer-based but customizable, allowing companies to choose between comprehensive CMO-led services or targeted growth campaigns. Their flexibility makes them suitable for both young startups and growth-stage firms.

7.   Topanda

Marketing Leadership Expertise
Topanda offers fractional CMO services with a specialization in mobile, apps, and digital-first products. Their team-integration model ensures that the agency works as part of the client’s internal team, providing senior marketing leadership without the need for in-house executives.

Proven Success in Mobile and Apps
With a portfolio focused on mobile-first companies, Topanda has supported app developers and digital platforms in scaling their user base and optimizing retention. Their expertise makes them an attractive partner for Israeli mobile and gaming startups seeking growth.

Flexible Pricing and Engagement Models
Topanda offers retainer-based CMO services with the flexibility to integrate execution services such as performance marketing, ASO (App Store Optimization), and user acquisition campaigns.

8.   SaaS Growth Agency

Marketing Leadership Expertise
As the name suggests, SaaS Growth Agency specializes in providing fractional CMO leadership for SaaS companies. Their services are focused on building scalable marketing operations, developing growth playbooks, and aligning marketing with recurring revenue goals.

Proven Success with SaaS Startups
They have supported early and growth-stage SaaS startups in accelerating pipeline creation and improving ARR predictability. Their industry specialization means they understand SaaS metrics and challenges deeply, from CAC to LTV and churn reduction.

Flexible Pricing and Engagement Models
Pricing is structured on fractional CMO retainers, often tiered by hours or scope of involvement. This flexibility makes them suitable for lean SaaS teams who want access to strategic leadership without committing to a full-time CMO.

9.   JJ Creative Media

Marketing Leadership Expertise
JJ Creative Media provides CMO-as-a-Service and SEO strategy with 15+ years of global tech marketing experience. Their leadership expertise is particularly focused on lean, high-potential tech startups, where strategic guidance and growth-focused execution are critical.

Proven Success with Tech Startups
JJ Creative Media has supported startups in competitive tech markets by blending CMO-level strategy with deep expertise in SEO and digital growth. Their approach ensures that even resource-constrained startups can build a strong marketing foundation.

Flexible Pricing and Engagement Models
Engagement models are flexible, ranging from project-based SEO strategies to ongoing retainer arrangements for fractional CMO leadership. This allows startups to scale support as they grow.

10.   Captain Digital

Marketing Leadership Expertise
Captain Digital provides fractional CMO services with a strong emphasis on building both marketing and sales departments for startups. Their leadership expertise lies in performance-driven marketing and aligning revenue-focused strategies with growth execution.

Proven Success with Growth-Stage Companies
The agency has supported startups and mid-sized businesses in building scalable marketing engines. Their combination of marketing and sales leadership is particularly valuable for companies needing revenue accountability and measurable performance outcomes.

Flexible Pricing and Engagement Models
Captain Digital uses a unique revenue-based pricing model, charging a percentage of monthly revenue (1–5%) plus a performance bonus tied to incremental growth. This ensures full alignment between agency incentives and client results.

Pricing Considerations for Israeli Startups

For startups in Israel, partnering with a CMO-as-a-Service agency can be a smart, budget-friendly alternative to hiring full-time executives. These agencies often offer flexible retainer agreements or project-based pricing, making it easier to adapt services to your financial needs. This flexibility is especially helpful for startups navigating rapid changes or working with limited budgets.

Key Evaluation Criteria

When choosing an agency, it’s essential to align their strengths with your startup’s current stage and specific goals. If marketing automation is a priority, look for agencies with HubSpot certifications – they’re well-equipped to implement and fine-tune workflows effectively. Additionally, consider factors like expertise in your industry, pricing transparency, and the agency’s approach to scaling alongside your business.

Conclusion

CMO-as-a-Service agencies bring senior marketing expertise to the table without the hefty price tag of hiring a full-time CMO. For tech companies aiming to scale rapidly while juggling tight budgets and resources, this model offers a practical and effective solution.

The Israeli tech scene, known for its complexity and fast-paced nature, requires agencies that excel in navigating intricate B2B sales cycles, leveraging advanced marketing automation, and driving global expansion. Agencies with proven expertise in tools like HubSpot, data-driven strategies, and actionable growth plans can make the difference between a startup that struggles to gain traction and one that achieves measurable growth. For instance, some of the agencies highlighted in this guide have helped startups secure spots in accelerator programs and significantly boost online sales performance.

A key part of this success lies in marketing automation. For Israeli startups competing on a global stage, the ability to implement and fine-tune platforms like HubSpot is critical. These tools allow startups to streamline lead nurturing, deliver personalized communications, and monitor performance throughout the sales funnel. When paired with strategic insight, this technical know-how can lead to better conversion rates and faster growth.

When evaluating agencies, focus on those with a strong track record in your industry and a history of delivering measurable results. The ideal partner will work as an extension of your team, blending creative storytelling with technical expertise to transform complex technologies into clear, compelling market narratives that drive business success.

For B2B startups navigating Israel’s competitive tech landscape, partnering with a seasoned CMO-as-a-Service agency can provide the strategic direction and execution needed to thrive in both local and international markets.

Shlomit
Hertz
CMO-as-a-Service
About
the author
Today, as CMO-as-a-Service at SAGE Marketing, Shlomit partners with technology companies to build powerful brands, accelerate demand generation, and connect innovation with results. Her approach is creative, data-driven, and always focused on what truly matters — turning strategy into measurable success.
Learn more

Should You Replace Your Social Media Manager with a GTM Technologist?

Shlomit<br> Hertz
written by Shlomit
Hertz
CMO-as-a-Service

Today, as CMO-as-a-Service at SAGE Marketing, Shlomit partners with technology companies to build powerful brands, accelerate demand generation, and connect innovation with results. Her approach is creative, data-driven, and always focused on what truly matters — turning strategy into measurable success.

Aliza Hughes
reviewed by Aliza Hughes Head of Social Media -  Helping B2B brands and executives turn authentic stories into digital influence.

Aliza is a seasoned content and social media strategist with over a decade of experience humanizing B2B tech brands through organic growth and executive thought leadership.

10 min read
Share
Why Partner with SAGE Marketing?
100+ B2B tech companies and startups — we literally grow unicorns.
No office, no walls — we work inside your world, embedded in your team.
Full-stack marketing approach: strategy, storytelling, content, HubSpot and execution under one roof.
Let’s Build Something Remarkable!
Whether you’re launching, scaling, or rebranding —
we’ll help you connect,
engage, and grow.
Contact us
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Social Media Digital Marketing Blog Start-Up Tips Marketing

The Revolution in Digital Marketing and the Power of Tapping into Expertise

For over a decade, social media managers have been the core of brand marketing strategies. They crafted the brand’s voice, built vibrant communities, and helped companies establish trust, one post at a time. Over the years, this role became synonymous with creativity, deep understanding of target audiences, and authentic storytelling.

But today, a profound shift is reshaping how we think about growth, content, and execution. The rapid advances in technology, especially in big data, artificial intelligence, and automation, are transforming the landscape. This evolution is giving rise to a new role: the Go-To-Market (GTM) technologist. This shift signifies more than just a change in responsibilities; it represents a fundamentally different approach to marketing, one that combines strategic foresight with technological mastery.

From Social Media Manager to GTM Technologist

The traditional social media management role originated during a time when digital advertising was manual, platform-specific, and largely reliant on human input. Today’s reality is vastly different. Large Language Models (LLMs) like GPT-4 can summarize brand reputation across countless sources, while AI tools can generate dozens of different posts from a single brief. This technological leap redefines what’s needed from marketing professionals.

The transition is clear: we are moving from a manual, labor-intensive process to a data-driven, AI-powered marketing infrastructure. This change is redefining roles, from storytelling to system architecture. The GTM technologist is no longer just a content creator; they are the architect of the brand’s market entry strategy. They blend marketing expertise with automation, data analytics, and systems thinking. They view the go-to-market process as an integrated, end-to-end system, from initial market penetration to closing deals, and they build the foundation that powers the entire marketing plan.

Redefining Roles, Not Replacing Them

The question of whether to replace your social media manager is not a straightforward yes or no. The more accurate answer is: not necessarily. The goal is not to replace talented individuals but to adapt roles to meet the evolving needs of the market. If your team excels in branding but lacks automation skills, growth will be limited. Conversely, the increasing reliance on automated systems calls for marketers who understand data, AI, and the tech stack.

Creative marketers remain vital; interpretative storytelling, emotional engagement, and compelling narratives are still crucial components of brand building. But as the automation of content dissemination accelerates, the value of creative talent increases. The ability to evoke emotion, craft narratives, and remain relevant will continue to be essential , perhaps even more so.

Emerging Roles in the New Marketing Era

Forward-thinking startups are already recognizing this shift and have changed their requirements from social media manager “The Vibe Growth Marketing Manager”. This role combines creative storytelling with a growth mindset, cultural sensitivity, and a deep understanding of data-driven growth. It reflects a broader trend: organizations are starting to seek professionals capable of moving quickly, blending creative intuition with technological expertise.

In the coming years, we will see more roles like these, positions that embody a hybrid of creativity, technical acumen, and strategic thinking. Companies will need to assemble teams that understand both the emotional and technological dimensions of modern marketing.

The Power of Partnering with a CMO-as-a-Service Agency like SAGE Marketing

While redefining roles internally is essential, organizations can also leverage external expertise to stay ahead of these trends. This is where partnering with a CMO-as-a-Service agency like SAGE Marketing becomes invaluable. 

When you hire a seasoned agency such as SAGE, you gain access to a team of experienced marketers who are not only experts in traditional marketing but are also deeply versed in the latest trends and technologies. These professionals bring a level of agility and innovation that is often difficult to cultivate in-house. They understand where the industry is headed and can implement cutting-edge strategies that integrate automation, AI, data analytics, and content marketing, delivering measurable results and faster growth.

The advantage of working with an agency like SAGE is that you’re not just getting a tactical team; you’re gaining strategic partners who act as your virtual Chief Marketing Officers. They think multi-channel, optimize campaigns in real-time, and continuously adapt to the complexities of digital ecosystems. Plus, they keep your organization at the forefront of the industry, ensuring your brand remains competitive and relevant.

Why It’s Time to Rethink Your Team Structure

The core takeaway is that marketing roles are evolving, and companies must adapt accordingly. Instead of replacing employees outright, consider how roles can be restructured or expanded to harness the power of automation and AI. 

Shlomit
Hertz
CMO-as-a-Service
About
the author
Today, as CMO-as-a-Service at SAGE Marketing, Shlomit partners with technology companies to build powerful brands, accelerate demand generation, and connect innovation with results. Her approach is creative, data-driven, and always focused on what truly matters — turning strategy into measurable success.
Learn more

Master HubSpot’s Deep Research Connector with ChatGPT: Unlock AI-Powered CRM Insights Instantly

Niv Lamerovich
written by Niv Lamerovich Head of Sales and Business Development

At SAGE Marketing, Niv plays a key role in growing the HubSpot CRM practice by building trusted client relationships and ensuring every engagement is grounded in real business impact.

Roman Boruhov
reviewed by Roman Boruhov Head of HubSpot and Automation

Roman is valued by peers and clients alike for his professionalism, responsiveness, and ability to demystify complex systems - turning data and workflows into actionable insights that fuel business outcomes.

10 min read
Share
Why Partner with SAGE Marketing?
Deep expertise in CRM, RevOps & AI workflows.
End-to-end HubSpot support in one place.
Proven results across 100+ B2B tech brands.
Customized service plans based on your needs.
Let’s Build Something Remarkable!
From smart architecture and automation to dashboards, SAGE’s HubSpot team plugs in and elevates the entire funnel.
Contact us
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Blog Hubspot

Get real-time answers from your HubSpot CRM using natural language – no code, no filters, just results.

Why Do You Need This Guide?

Are you tired of digging through filters, dashboards, and reports in HubSpot?

What if you could simply ask:

“Which deals are most likely to close this quarter?”

…and get real-time insights – directly from your CRM?

Thanks to the Deep Research Connector between HubSpot and ChatGPT, you now can.

In this complete guide, you’ll learn:

  • What the Deep Research Connector is and how it works
  • How to connect ChatGPT to your HubSpot account
  • Real-world prompts for sales, marketing, RevOps, and customer success
  • Security, permissions, and privacy practices
  • FAQs to help you get started with confidence

What Is the Deep Research Connector?

The Deep Research Connector is a secure, read-only integration that allows ChatGPT to access live HubSpot CRM data using natural language.

It supports objects like:

  • Contacts
  • Companies
  • Deals
  • Tickets
  • Meetings
  • Calls & engagements
  • Custom objects

Ask questions like:
“List deals over $25K closing this month with no activity in the last 14 days.”
and receive instant answers — even with clickable CRM record links.

How to Connect HubSpot to ChatGPT

Knowledgebase Article

How to Connect HubSpot to ChatGPT

What You Need:

  • A HubSpot account (Free, Starter, Pro, or Enterprise)
  • A ChatGPT Plus, Team, or Enterprise plan
  • EU users: must use ChatGPT Team or higher

Step-by-Step Setup:

  • Open ChatGPT
  • Go to Settings → Beta features → Enable “Deep Research”
  • Start a new chat → Click Tools → Select Deep Research
  • Click Sources → Connect a data source → Select HubSpot
  • Log in with your HubSpot credentials and authorize access

You’re done! HubSpot is now a live data source inside ChatGPT.
Note: Each team member must connect their own account.

What HubSpot Data Can You Query?

You can query any CRM data you have permission to view:

  • Contacts & Companies
  • Deals & Tickets
  • Calls, Meetings, Custom Objects
  • Associated properties & values

ChatGPT cannot edit or delete your HubSpot data — it’s 100% read-only.

Real-World Use Cases & Prompts

For Sales Teams

  • Prioritize deals by size, activity, or close date
  • Spot neglected opportunities
  • Generate follow-up messages

Prompt:

“List all deals over $50K with no activity in the past 10 days and closing this month.”

For Marketing Teams

  • Analyze campaigns and lead sources
  • Segment contacts by persona or stage
  • Track MQL generation

Prompt:

“Which campaigns generated the most MQLs in Q2?”

For Customer Success

  • Identify renewal risks
  • Track engagement gaps
  • Surface re-engagement opportunities

Prompt:

“Which customers are due for renewal in the next 30 days and have had no meetings in 60 days?”

For RevOps & Support

  • Audit CRM data quality
  • Forecast pipeline health
  • Analyze support activity volume

Prompt:

“What percentage of deals are missing a close date or deal owner?”

Download the Full Prompt Library (Free)

🎁 Grab our free PDF prompt pack with 40+ ready-to-use prompts for:

  • Sales
  • Marketing
  • RevOps
  • Customer Success

👉 Download Now

Privacy, Security & Compliance

From the HubSpot AI Trust Center

FeatureDetails
🔒 Read-OnlyChatGPT cannot edit CRM records
🧠 No AI TrainingYour data is not used to train OpenAI models
🛡️Permissions-BasedAccess limited to what your user role allows
✅ ComplianceFully GDPR and SOC 2 compliant
🇪🇺 EU RoutingEU users’ data is routed through compliant infrastructure

How to Disconnect the Integration

You can disconnect at any time.

How to Disconnect the Integration

From ChatGPT:

Settings → Connected Accounts → HubSpot → Disconnect

From HubSpot:

Settings → Integrations → Connected Apps → ChatGPT → Disconnect

Prompting Best Practices

Be specific:

“Deals over $50K closing this quarter, grouped by owner”

Ask for links:

“Include CRM record links”

Iterate:

“Break it down by region”
“What changed since last month?”

Validate:

Always double-check answers before making big decisions

Keep CRM clean:

Better data = better insights

Final Thoughts: Smarter CRM Starts with Smarter Questions

The Deep Research Connector turns your CRM into a real-time, AI-powered assistant – available 24/7.

No filters. No dashboards. No guesswork.

Whether you’re in sales, marketing, customer success, or RevOps – you now have a faster, smarter way to unlock CRM insights.

So go ahead – just ask.

Frequently Asked Questions (FAQ)

Do I need coding skills?

No. Just natural language – no technical knowledge required.

Is the integration free?

Yes – but you need a ChatGPT Pro/Team plan and a HubSpot account.

Can my whole team use it?

Yes – each member connects their account individually.

Is my HubSpot data secure?

Yes. It’s:

  • Read-only
  • Permission-limited
  • GDPR & SOC 2 compliant
  • Not used to train any AI models

What CRM data can I access?

Any object or property you can normally view in HubSpot:

  • Contacts, Companies, Deals, Tickets, Activities
  • Custom Objects

How do I disconnect it?

Via ChatGPT Settings or HubSpot Integrations – in just two clicks.

Niv Lamerovich Head of Sales and Business Development
About
the author
At SAGE Marketing, Niv plays a key role in growing the HubSpot CRM practice by building trusted client relationships and ensuring every engagement is grounded in real business impact.
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