HubSpot + Google Analytics + Gmail + Customer Health Scorecard
CorpusIQ pairs HubSpot, Google Analytics 4, and Gmail under the Customer Health Scorecard skill. The skill cross-reads CRM activity, product usage, and email engagement through read-only OAuth, then returns a red/yellow/green score per customer with the evidence behind each rating. CASA Tier 2 certified by DEKRA, zero data stored. The Solo plan starts at $29.95 per month and the scorecard runs in ChatGPT, Claude, and Perplexity.
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Example prompt
Score every active customer red, yellow, or green based on the last 30 days.
Cross-source questions you can ask
Each prompt below pulls live data from HubSpot, Google Analytics 4, Gmail and returns a cited answer with source links back to the exact records.
How Customer Health Scorecard runs across HubSpot, Google Analytics 4, Gmail
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
- 01What does product usage in GA4 look like per customer over the last 30 days?
- 02What does Email engagement say about each customer?
- 03What CRM signals are present: ticket count, last conversation, contract end date?
- 04Which customers fall into the red, yellow, green segments?
- 05What action does each red and yellow customer need this week?
What CorpusIQ can and cannot do with your HubSpot, Google Analytics 4, Gmail account
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
- ✓Contacts, companies, and deals
- ✓Pipeline stages, deal values, and close dates
- ✓Notes, calls, and email activity attached to records
- ✓Properties and custom fields exposed by the HubSpot API
- ✓Lists and segmentation metadata
- ✓GA4 account and property lists
- ✗Modify, create, move, or delete records in your account
- ✗Retain or cache your data after the query returns
- ✗Train AI models on your content
- ✗Share data with third parties outside the LLM vendor processing the query
- ✗Write back to any connected tool
- ✗Retain query results beyond the answer
Read the full security controls and pricing.
Why use CorpusIQ for this
- ✓Read-only OAuth on every connector. CorpusIQ never writes back.
- ✓24+ connectors supported. Add more sources without changing the skill.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Related
See the full skill details, FAQ, and other connectors that pair with it.
Query contacts, deals, pipeline stages, and activity in plain English.
Ask about real-time users, top pages, conversions, and channel performance.
Search, summarize, and triage your inbox in plain English with cited replies.
Browse every CorpusIQ use case, including LLM-specific landing pages.
Frequently asked questions
Login frequency from GA4, deal stage and recent activity from HubSpot, email reply patterns and recency from Gmail. The skill weighs them and shows you the underlying numbers, not a black-box rating.
Yes. Ask 'score with usage weighted heavier than email reply' or any variant. The skill adjusts for that query. Persistent custom weights are a roadmap item.
Salesforce is not yet a CorpusIQ connector. When it ships, the same scorecard pattern works. Today the pair is HubSpot-based; if your CRM lives elsewhere, the scorecard runs against the other two sources only.
Live at query time. CorpusIQ reads each source on the request, not from a stored snapshot. Re-run to pick up changes.