CorpusIQ pairs HubSpot with the Sales Call Prep Brief skill so a rep walks into every call with a cited 30-second brief. The skill reads contacts, deals, emails, and notes through read-only OAuth and surfaces the last touchpoints, the open value, the recent objections, and the right next ask. Zero data stored. The Solo plan starts at $29.95 per month and the brief runs in ChatGPT, Claude, and Perplexity.
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Example prompt
I have a call with Acme Corp in 30 minutes. Brief me.
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.
Only the ones HubSpot already logs. If you want every Gmail thread surfaced, also connect Gmail through CorpusIQ. The brief then expands to cover the full email history regardless of whether HubSpot recorded it.
Not directly. If your call recordings live in HubSpot Notes (manually transcribed) the skill picks them up. Native recording-tool transcription is a roadmap item.
Yes. Ask 'brief me on each of these accounts' with a list of company names. The skill returns a stacked brief, one per account.
The skill says so, plainly. It will not invent context. If the contact is new and the deal is empty, the brief surfaces public info about the company instead and flags that the CRM has no history.
