With HubSpot as your CRM and access to Claude, a world of opportunities opens up. This website will tell you exactly how to connect the two and give you an idea of all the possibilities.
You have HubSpot as your CRM and access to Claude. Connecting HubSpot to Claude allows it to read every contact, firm, deal, and conversation you have in your CRM. It allows you to communicate with your CRM through Claude.
The connection covers most of what an HQ marketing and BD team does day to day. Some things need a workaround, and a few things it cannot do at all. We mapped both, so you know what you are getting. The guide walks through how to connect, different ideas for how to use it, and how you could start. The examples below center on the work you actually do: events to run, member firms to keep close, and cross-border referrals to track.
We made this because we would like to keep working with Lex Mundi. Whether or not that happens, the guide stands on its own. If you have questions, or you would like a hand getting started, let us know.
A short, click-through guide. What it is, exactly which buttons to click in Claude and HubSpot, what to watch out for, and what the connector can and cannot do.
Open the guideSixteen ideas you can use today, plus six bigger pieces that need a build. Open any card to see exactly how it works.
Browse the ideasA three-stage rollout for the HQ team. Read-only pilot first, writes with approval second, broader access third. Reversible at every step.
See the rolloutMessage us on this page. Kai is happy to jump on a short call, walk you through your HubSpot setup, and answer any specific questions you guys might have.
Ilona Boomsma (Bureau Reuring) is always in the loop on the strategy side as well. Either route works.