Claude + HubSpot Integration: What It Offers and How to Implement It – Step-by-Step Guide

Can Claude work with HubSpot? Yes – and it can greatly benefit your marketing, sales, and customer success efforts. Discover how this new connector allows you to combine the power of AI with the strength of a CRM. 

Claude and HubSpot: A Perfect Match? 

Claude by Anthropic is one of the most advanced AI chatbots on the market. HubSpot, on the other hand, is a CRM ecosystem that integrates marketing, sales, and service activities in one place. Until recently, these two tools operated independently – but now they can work together. And you don’t need to write a single line of code. 

The new HubSpot Claude Connector enables rapid integration of AI into your CRM system. What does that mean in practice? 

How Does the Claude Connector Work with HubSpot? 

The integration operates via an official extension (connector) from HubSpot that: 

Grants Claude access to HubSpot data (e.g. contact, company, task, and deal records). 

Allows you to use Claude directly within the contact, company, or task view – so you can quickly generate a client relationship summary, draft a follow-up, or evaluate a sales opportunity. 

Ensures data security – Claude does not store your data, and the entire integration is handled through a trusted connector. 

3 Practical Use Cases for the Integration: 

1. Automatic Client Relationship Summaries 
   Instead of manually reviewing notes and emails, ask Claude to summarize the history of a contact, key discussion topics, and next steps.
    
2. Faster Follow-Up and Email Creation 
   Based on CRM data, Claude can generate a ready-to-send email template, a meeting follow-up, or a sales proposal – saving your team valuable time.
    
3. Support for Marketing and Customer Service Teams 
   Want to know what issues clients most frequently report or how to improve onboarding? Claude analyzes data instantly and provides actionable insights. 

How to Integrate Claude with HubSpot (Step-by-Step) 

Go to Settings > Integrations > App Marketplace in HubSpot. 

Search for “Claude” or “Anthropic” and select the HubSpot Claude Connector. 

Follow the on-screen instructions – no technical knowledge required. 

Done! Claude will appear as an additional AI panel in your record views. 

Full setup instructions are available in HubSpot's official documentation: 
Set up and use the HubSpot connector for Claude 

An Integration Built for the Future 

Integrating AI into your everyday CRM work is no longer science fiction – it’s a reality. And a major opportunity to boost your team’s efficiency. Claude + HubSpot is a combination that gives you a real edge: 

• More time for relationships, less manual analysis 
• Greater personalization in communication
• Smarter decisions through instant insights

Time to See Claude in Action 

If you're already using HubSpot and want to explore how AI can accelerate your workflows – don’t wait. Contact us, and we’ll help you set up the integration and build concrete AI use cases tailored to your company.  Book a consultation with GROW.