HubSpot's version of Chat GPT for everything in HubSpot

It's no surprise that ChatGPT, the fastest-growing product ever, has reached 100 million users in just two months. With AI becoming more popular and powerful than ever, tools like DALL·E 2 and Midjourney can create art, illustrations and photorealistic images in seconds. 

Well, now HubSpot has joined the AI party with their own tool, So, why should you be excited? How can make your life easier? Let's find out! is here to make your life easier. It can help you with tasks like scheduling meetings, creating customer support tickets, and more. Plus, it's easy to get started – just sign up and you're ready to go. Let's get into it in detail! 

What is ChatSpot? 

Have you ever wished you could use natural language to interact with software?  

 With the introduction of ChatSpot, HubSpot is now leveraging the power of natural language processing to create a chat interface that can deliver a user experience with natural language prompts.  

ChatSpot takes natural language prompts such as “create me a report on monthly website visits” and, depending on the query, uses a combination of information from HubSpot CRM, ChatGPT, DALL·E 2, and Google Docs to form a response to you. If you need any further assistance for this tool, feel free to contact us! 

Getting Started with ChatSpot is currently in its public alpha stage and is available for everyone to use! So why not give it a try? It's open and ready for you! 

Here're the steps to get you started,

  • First things first, head over to their website. 
  • You can either join by sending an email to with the subject "Join" or sign up with Google. 
  • But why make things difficult? Sign up with Google! 
  • Select the Google account you want to use and voila! You're officially a part of the community. 
  • Now, to make the most of this awesome tool, you need to connect the HubSpot portal with 

And just like that, you're ready to chat away with, Enjoy! HubSpot

What can you do with ChatSpot? 

Let's dive into the many ways ChatSpot can help out with sales and CRM, reporting, and marketing. It's time to get a bit more detailed! 

Sales and CRM 

With ChatSpot, you can easily find important information in your database with queries such as “how many contacts do I have”. Plus, you can add objects to your database such as a contact, company, deal, ticket, or task, reducing the number of clicks needed to create a record. 

But wait, there’s more! ChatSpot also enables you to search your database based on specific criteria such as size, location, or revenue, making it easy to get an overview of your most relevant leads. So, you can find exactly what you’re looking for in just a few clicks. 

ChatSpot also makes it easy to assign owners to records, ensuring leads get followed up in a timely manner. Plus, it can quickly move leads from MQL to SQL, so your sales team can focus on the icing of the top.  

Say goodbye to manually searching through your sales and CRM databases and hello to ChatSpot! With this nifty tool, you can streamline a range of everyday sales and CRM tasks! 


ChatSpot makes it simple to build powerful reports quickly—all you need to do is specify the criteria you want your report built on and ChatSpot does the rest. 

Say goodbye to laborious report-building and say hello to ChatSpot. With ChatSpot, you can create a report on all your customers grouped by country or a report of companies added in Q4 grouped by industry in just a few clicks. No more wasting time on manual report-building! 

And that's not all. Thanks to the integration of Google Docs with ChatSpot, you can easily export your reports to Google Sheets or Google Slides as pre-built charts. This means you can quickly create beautiful visuals to share with your team or clients, without having to spend time formatting and styling the report. 


We know that marketing data can be overwhelming and difficult to interpret. That’s why HubSpot has developed ChatSpot – to make it easier for you to get an overview of your marketing data, filter it as needed, and present it in a way that best suits your needs. 

Let’s say you want to generate a summary of your website visits or leads generated for the previous year. With ChatSpot, you can do this quickly and easily – and present the results either in a table or graph. Plus, you can have the output sent to your email, so you can reference it in your discussions. 

But that’s not all. ChatSpot also allows you to run a prompt, such as your monthly website visits for the previous quarter, and subscribe to the report at a specified cadence. This means that ChatSpot will run your report when specified and email you the results.

Additional Features with Latest ChatSpot Alpha 3 Upgrade  

Welcome to the world of ChatSpot Alpha 3, where HubSpot has brought you a ton of additional features that are sure to make your chat experience a whole lot better.

  • Ton of Improvements 

ChatSpot has always been a great tool for chat-based communication, and with their latest update, HubSpot has made it even smarter and more effective than ever before.

HubSpot developers have been hard at work making sure that ChatSpot is able to come up with better responses more often. If you've tried ChatSpot before and got frustrated with it, you'll be glad to know that it's much better now. 

HubSpot has implemented improved training, so their AI is now better equipped to understand your messages and give you the best possible response.

  • The ChatGPT-4 Upgrade 

HubSpot has also upgraded ChatSpot to use GPT-4, one of the smartest AI models out there. GPT-4 is known for its superior writing capabilities and is generally smarter than its predecessors.

As an added bonus, ChatSpot is one of the few apps that can process up to 32,000 tokens, which means that we can deliver even more awesomeness than ever before.

So, what does this mean for you? Well, first of all, it means that you can expect ChatSpot to be more intuitive and responsive than ever before. Whether you're chatting with friends or colleagues, you'll find that ChatSpot is able to keep up with your conversations and provide you with the best possible responses.

But that's not all. With our upgraded AI, ChatSpot is now able to understand more complex language and respond to more nuanced requests. So whether you're asking for advice, looking for recommendations, or just trying to have a casual chat, ChatSpot is the perfect tool for the job.

  • New Prompt Library 

Furthermore, they have the new Prompt Library. Are you tired of typing out the same old prompts over and over again? Well, fret no more!

The Prompt Library is here to save the day. With a plethora of sample prompts to choose from, you can now spice up your conversations and impress your chat buddies. And guess what? The library will continue to grow with more prompts added regularly. Simply use Command+K or click the CMD+K button in the prompt box to access the library and take your chats to the next level.

  • Publicly Accessible Article Summarizer  

ChatSpot Alpha 3 also comes with the ability to get a summary of any publicly accessible article on the web. And it gets better! The summary includes the names of the people and companies mentioned in the article.

This feature will surely come in handy when you're trying to stay informed and up to date. And if you're using HubSpot CRM, it goes a step further by showing you which of those companies are already in the CRM and if they're a lead, prospect, or something else entirely.

Want to Have Your Own CRM governance?  

At dJolt, we understand the importance of change control and change governance, especially when it comes to enterprises. Without a proper governance plan in place, the integrity of your data and systems can be compromised.

That's why we're here to help. If your company is at a maturity level where governance is paramount, but you don't have the necessary framework in place, dJolt can assist with setting up the right plan for you.  

Our 24/7 managed services offering, along with governance documentation, means that we can provide your team with the contextual support they need. We know how important it is to have the right governance in place, and we want to make sure that your data and systems are secure. 

We understand that change can be daunting, but with the right governance in place, you can rest assured that your company is in safe hands. dJolt is here to provide you with the support you need to make sure that your data and systems are secure and functioning properly.