Supermetrics for Claude

Connect HubSpot to Claude in One Click

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HubSpot
via Supermetrics
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Claude

Analyze your HubSpot CRM and marketing data with AI. Query contacts, deals, pipeline stages, email campaigns, and marketing performance using natural language.

✓ No setup required ✓ Free trial on first use ✓ No credit card needed
HubSpot performance report in Claude

Why Connect HubSpot to Claude?

Stop exporting CSVs and building manual reports. Ask Claude questions about your HubSpot data and get instant answers.

Pipeline health analysis

Ask Claude about deal velocity, stage conversion rates, and pipeline value trends to spot bottlenecks before they impact revenue.

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Claude analyzes your HubSpot deal pipeline by stage, calculating conversion rates between stages, average time in stage, and pipeline velocity. It identifies the stages where deals stall longest and quantifies the revenue impact of those bottlenecks. Ask "How much pipeline value is stuck in the proposal stage for more than 30 days?" or "What's our stage-to-stage conversion rate trending over the last 3 months?"

Marketing-to-sales alignment

Analyze the full funnel from marketing touches to closed deals to understand which campaigns actually drive revenue.

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Claude traces the full journey from first marketing touch to closed deal in HubSpot. It shows which campaigns, content assets, and channels generate leads that actually convert to revenue — not just MQLs that never close. Ask "Which marketing campaigns influenced the most closed-won revenue last quarter?" or "What's the average time from first touch to closed deal by campaign type?"

Email campaign optimization

Get AI-powered insights into email performance — open rates, click rates, and conversion trends across campaigns and segments.

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Claude analyzes your HubSpot email campaigns across open rates, click rates, click-to-open rates, and conversion metrics. It identifies which subject lines, send times, and audience segments drive the best engagement. Ask "Which email campaigns had the highest click-to-open rate this quarter?" or "Are my nurture sequence emails improving or declining in engagement over time?"

Lead scoring insights

Understand which lead sources, behaviors, and attributes correlate with closed-won deals to refine your scoring model.

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Claude analyzes the attributes and behaviors of leads that actually closed as customers vs those that didn't. It identifies which lead sources, industries, company sizes, and engagement patterns predict conversion. Ask "Which lead source has the highest close rate for deals over $10K?" or "Do leads that download our whitepaper close at a higher rate than webinar attendees?"

Contact lifecycle analysis

Track contacts through lifecycle stages to understand how quickly leads progress and where they get stuck.

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Claude maps the flow of contacts through HubSpot lifecycle stages — subscriber, lead, MQL, SQL, opportunity, customer — showing conversion rates and average time at each stage. It identifies stages where contacts accumulate without progressing and highlights lifecycle stage trends over time. Ask "What percentage of MQLs reach SQL status within 30 days?" or "Is our lead-to-customer conversion rate improving?"

Form and landing page optimization

Analyze form submission rates, landing page conversion rates, and lead capture performance across your HubSpot properties.

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Claude compares conversion rates across all your HubSpot forms and landing pages, identifying the top performers and the underachievers. It correlates form length, page design, and traffic source with submission rates. Ask "Which landing pages have the highest conversion rate by traffic source?" or "Are shorter forms actually converting better than longer ones in our data?"

How to Connect HubSpot to Claude

Three steps. Under two minutes. Zero code.

Three-step connection flow: connect, authorize, and start querying
  1. 1

    Open Supermetrics in Claude

    Visit the Supermetrics connector page in the Claude directory and click Connect. A free trial starts automatically — no account or credit card needed.

  2. 2

    Authorize HubSpot

    In Supermetrics, authorize your HubSpot account. Your credentials are encrypted and never stored by Claude.

  3. 3

    Start Asking Questions

    Ask Claude anything about your HubSpot data in plain English. No queries, no exports, no waiting.

Example Claude Prompts for HubSpot

Copy these prompts or use them as inspiration. Claude understands natural language — just ask what you want to know.

What is the average deal cycle time by pipeline stage? Where are deals getting stuck?

Identify pipeline bottlenecks that slow down your sales process.

What Claude returns
Claude returns a stage-by-stage breakdown showing average days in stage, total deal value stuck at each stage, and stage-to-stage conversion rates. It highlights the bottleneck stages where deals spend the longest and estimates the revenue impact of reducing cycle time by even a few days.

Which lead sources have the highest deal close rate? Compare organic, paid, and referral

Understand which channels produce the most valuable leads.

What Claude returns
A lead source comparison table showing close rate, average deal size, total revenue, and deal cycle time for each source. Claude identifies which sources produce the most valuable leads (not just the most leads) and recommends where to increase investment.

Show me email campaign performance for the last quarter — open rate, CTR, and conversion rate trends

Track email marketing effectiveness over time.

What Claude returns
A quarterly trend analysis showing open rate, click rate, click-to-open rate, and conversion rate across all email campaigns. Claude identifies trending patterns (improving or declining engagement) and flags campaigns that significantly outperform or underperform the average.

How many MQLs converted to SQLs this month vs last month? What is the conversion rate trend?

Monitor marketing-to-sales handoff effectiveness.

What Claude returns
A month-over-month comparison showing MQL count, SQL count, conversion rate, and average time to convert. Claude highlights whether the handoff rate is improving or declining and identifies potential causes like lead quality changes or sales team capacity.

Which sales reps have the highest close rate? Break down by deal size

Identify top performers and coaching opportunities.

What Claude returns
A rep-by-rep performance matrix showing close rate by deal size tier (e.g., <$5K, $5K-$25K, $25K+). Claude identifies which reps excel at different deal sizes and suggests coaching pairings — matching reps who struggle with large deals to those who close them consistently.

How Teams Use HubSpot in Claude

Click a role to see tailored prompts and analysis examples for your workflow.

⚙️
Marketing Ops Optimize lead flows, lifecycle stages, and campaign attribution to improve marketing-to-revenue efficiency.

What's the MQL-to-SQL conversion rate by lead source? Which sources produce the most qualified leads?

Validate lead quality by source to optimize acquisition spend.

Show me lifecycle stage progression rates over the last quarter. Where are contacts getting stuck?

Identify lifecycle bottlenecks that prevent leads from reaching sales.

Which forms have the highest submission rates? Compare by form length and traffic source.

Optimize lead capture forms with data-backed insights on conversion drivers.

📞
Sales Managers Monitor deal pipeline health, rep performance, and forecast accuracy with conversational analytics.

Show me pipeline coverage: total pipeline value vs quota for each rep. Who needs more pipeline?

Ensure every rep has enough pipeline to hit their number.

Which deals have been in the same stage for more than 30 days? Flag stalled opportunities by owner.

Identify deals at risk of going cold so managers can intervene.

Compare close rates by rep for Q1. Who improved vs Q4 and who declined?

Track rep performance trends for coaching and development conversations.

🔄
RevOps Analyze the full funnel from lead to revenue, identify leaks, and optimize the handoff between marketing and sales.

What's our full-funnel conversion rate: visitor → lead → MQL → SQL → opportunity → customer? Show each stage.

Complete funnel visibility in a single query, no dashboard building required.

How does deal cycle time vary by lead source and deal size? Which combinations close fastest?

Optimize the revenue engine by understanding the fastest paths to closed-won.

Compare forecasted pipeline value vs actual closed revenue for the last 3 months. How accurate are our forecasts?

Measure forecast reliability to improve revenue predictability.

Which marketing campaigns influenced the most closed-won revenue? Show pipeline influence by campaign.

Connect marketing investment to revenue outcomes for ROI reporting.

What HubSpot Data Can You Analyze in Claude?

Supermetrics gives Claude access to your full HubSpot reporting data — metrics and dimensions you already know from the HubSpot interface.

Key Metrics

  • Contacts created
  • Deals created
  • Deal amount
  • Deal close rate
  • Revenue
  • Pipeline value
  • Email open rate
  • Email click rate
  • Email bounce rate
  • Form submissions
  • Page views
  • Sessions
  • MQLs
  • SQLs
  • Customer count

Key Dimensions

  • Deal stage
  • Deal pipeline
  • Contact lifecycle stage
  • Contact source
  • Company name
  • Company industry
  • Owner
  • Campaign
  • Email name
  • Form name
  • Landing page
  • Lead status

View all HubSpot fields, metrics, and dimensions →

Why Supermetrics for Claude?

The only native Claude connector with 170+ data sources, campaign management, and enterprise-grade security.

Native ClaudeConnector

One-click setup directly in Claude. No MCP configuration, no terminal commands, no technical skills required.

170+ Data Sources

Connect HubSpot alongside 170+ other platforms through a single integration. Cross-channel analysis in one conversation.

Campaign Management

The only Claude connector with write access. Create, pause, and modify campaigns directly from Claude across Facebook Ads, Google Ads, Microsoft Ads, TikTok Ads, and LinkedIn Ads. Analyze and act in the same conversation.

Enterprise Security

SOC 2 Type II certified. GDPR compliant. OAuth authentication. Your data is encrypted at rest and in transit.

Real-Time Data

No stale exports. Supermetrics pulls fresh data from HubSpot every time you ask Claude a question.

No Data Limits

Query any date range, any number of campaigns, any level of granularity. No row limits, no sampling, no restrictions.

Frequently Asked Questions

How do I connect HubSpot to Claude?

Visit the Supermetrics connector page in the Claude directory (claude.ai/directory/connectors/supermetrics), click Connect, then authorize HubSpot as a data source. You can start querying your HubSpot data in natural language immediately — no code, no exports, no spreadsheets.

Is my HubSpot data secure when using Claude?

Yes. Supermetrics uses OAuth-based authentication with your HubSpot credentials encrypted at rest and in transit. Data is only processed as needed to serve your queries. Supermetrics is SOC 2 Type II certified and GDPR compliant.

Can I combine HubSpot data with other data sources in Claude?

Absolutely. Supermetrics connects 150+ data sources to Claude through a single integration. You can ask Claude to compare HubSpot performance against data from other platforms in the same conversation — for example, cross-referencing ad spend with revenue or web analytics.

What HubSpot metrics can I analyze in Claude?

You can access all standard HubSpot reporting metrics through Supermetrics, including Contacts created, Deals created, Deal amount, Deal close rate, Revenue, and more. Both metrics and dimensions are available, so you can slice data by campaign, date, audience, and other dimensions.

Do I need technical skills to connect HubSpot to Claude?

No. The setup takes under two minutes with zero coding. Supermetrics handles all the API connections, authentication, and data formatting behind the scenes. Just connect, authorize, and start asking questions in plain English.

Which HubSpot hubs does the connector support?

Supermetrics connects to HubSpot Marketing Hub, Sales Hub, and CRM data. This includes contacts, companies, deals, email marketing, forms, landing pages, and blog analytics.

Can I query HubSpot custom properties in Claude?

Yes. Supermetrics supports HubSpot custom properties for contacts, companies, and deals. Your custom fields are available as dimensions in Claude queries.

Ready to Connect HubSpot to Claude?

Join thousands of marketers and analysts who use Supermetrics to connect their data to Claude. Set up in under two minutes.