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.
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Example prompt
Run my pipeline health review for this week. Which deals slipped, which stalled, what should I do today?
Each prompt below pulls live data from HubSpot and returns a cited answer with source links back to the exact records.
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
Read the full security controls and pricing.
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.
