HubSpot + CRM Pipeline Health
CorpusIQ pairs HubSpot with the CRM Pipeline Health skill so the weekly pipeline review stops requiring a sales-ops export. The skill reads deals, contacts, activities, and stage history through read-only OAuth, then returns a cited briefing with links back to each HubSpot record. No filters to build, no list views to remember. The Solo plan starts at $29.95 per month and the same subscription covers ChatGPT, Claude, and Perplexity.
Read-only access · 30-day free trial · Cancel anytime
Example prompt
Run my pipeline health review for this week. Which deals slipped, which stalled, what should I do today?
Cross-source questions you can ask
Each prompt below pulls live data from HubSpot and returns a cited answer with source links back to the exact records.
How Crm Pipeline Health runs across HubSpot
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
- 01What is the total pipeline value by stage in CRM and how does it compare to last period?
- 02Which deals have not had Calendar or Email touch in over 14 days?
- 03Which deals are stuck in stage longer than the historical median?
- 04Which closed-won deals from QuickBooks or Shopify match a pattern the at-risk deals do not?
- 05What is the next-best action per at-risk deal?
What CorpusIQ can and cannot do with your HubSpot 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
- ✗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.
Frequently asked questions
Yes. The skill reads custom deal and contact properties through the OAuth scope. If your team uses custom stage names or scoring fields, the briefing reflects them.
Yes. The skill scopes by deal owner when you ask. Run 'pipeline health for [rep name] this week' and the briefing only includes their deals.
Each query is live. The skill reads HubSpot at request time, not from a cached snapshot. Re-run the prompt to pick up changes.
Both. The skill flags the deals that need action this week and drafts the next-step note for each one. You decide whether to follow the suggestion.