CONNECTOR SETUP
Start using HubSpot in Claude
Connect HubSpot to Adzviser, add Adzviser to Claude, and start asking questions about your data.
Connect HubSpot to Adzviser
In Adzviser, sign in to HubSpot and allow Adzviser to read its reporting data.
Add Adzviser to Claude
Open Adzviser in Claude's connector directory, select Connect, and sign in to your Adzviser account when asked.
Open Adzviser in Claude ↗Ask your first HubSpot question
Ask Claude to list your Adzviser workspaces and show the portal connected to each. Choose a workspace, pick a date range, and ask what you want to know.
CHOOSE THE RIGHT CLAUDE CONNECTOR
HubSpot in Claude: HubSpot's official connector for Claude vs. Adzviser's read-only reporting connector
This side-by-side comparison covers HubSpot's official connector for Claude and Adzviser's read-only HubSpot reporting connector in Claude. HubSpot's connector is the direct choice for supported HubSpot record work. Adzviser is the read-only reporting choice when HubSpot outcomes need to be analyzed beside advertising, analytics, commerce, and email data.
HubSpot's official connector for Claude
Work directly in HubSpot from Claude
Add HubSpot from Claude's connector directory and authorize your HubSpot portal.
Research contacts and deals, review CRM context, and work with supported HubSpot records.
Can create or update supported records and log supported CRM activities.
HubSpot CRM and marketing data.
Best for: teams that want to take supported HubSpot actions without leaving Claude.
Open the HubSpot connectorAdzviser's read-only HubSpot reporting connector
Analyze HubSpot with your other marketing data in Claude
Connect HubSpot in Adzviser, then add Adzviser in Claude.
Ask Claude about contacts, deals, campaigns and revenue. Choose the connected account and date range when prompted, then continue with follow-up questions.
Read-only reporting; Claude cannot change anything in HubSpot through Adzviser.
Ask Claude to analyze HubSpot alongside connected advertising, analytics, commerce, email, and CRM sources.
Best for: marketers and agencies that want read-only HubSpot reporting beside other marketing and revenue data in Claude.
Open Adzviser in ClaudeCOPY-AND-PASTE PROMPT
Try a complete HubSpot analysis in Claude
Choose the right connected account, run a useful analysis, and get the supporting numbers and next steps in one response.
Analyze conversion rates across your sales funnel.
First, show the portal connected for HubSpot in each Adzviser workspace. Ask me which one I want to analyze. Then run this analysis: Map the complete HubSpot sales funnel from the workspace I choose for the last 30 complete days: Lead → MQL → SQL → Opportunity → Customer. Show: Volume at Each Stage, Conversion Rate Between Stages, Average Time Between Stages, and Revenue per Conversion. Where is the biggest drop-off? What's the cost per acquisition at each stage? Start with the main takeaway, show the supporting numbers in a table, and suggest three next steps. If part of the answer is uncertain, say what information is missing.
ANALYSIS PLAN
Shape a HubSpot decision brief for Claude
Give Claude a clear scope, ask it to show its evidence, and finish with practical next steps for your team to review.
Start with the numbers
Get a weekly snapshot of your sales pipeline. Ask for the underlying figures and a clearly named comparison period.
See the “Weekly Pipeline Summary” promptSeparate facts from explanations
Analyze conversion rates across your sales funnel. Ask Claude to label possible causes as explanations to investigate, not facts.
See the “Sales Funnel Analysis” promptTurn the findings into next steps
Identify bottlenecks slowing down your pipeline. Request a short list of actions to consider, the evidence for each, and what to measure next.
See the “Pipeline Velocity Optimization” prompt