Prompts for a HubSpot portal connected to MegaMCP with a private-app token. Searches and reports run straight away; record updates, new contacts, deals, notes and tasks become plans you approve.
Reporting6 prompts
- Reads data
Which deals over $10k closed this quarter, and what was each contact's original traffic source?
Tools it calls:
hubspot_searchhubspot_get_record - Reads data
Show our deal pipelines with each stage and its win probability.
Tools it calls:
hubspot_pipelines - Reads data
How many contacts were created this month, by original source?
Tools it calls:
hubspot_search - Reads data
What's happened on the Acme Corp deal in the last 30 days?
Tools it calls:
hubspot_recent_activity - Reads data
Tie contacts from the last 90 days to won revenue by original source, next to ad spend.
Tools it calls:
megamcp_lead_to_revenue - Reads data
List our owners and how many open deals each one has.
Tools it calls:
hubspot_ownershubspot_search
Optimization5 prompts
- Reads data
Show every contact created this week with a Google click ID and no deal yet.
Tools it calls:
hubspot_propertieshubspot_search - Reads data
Which campaigns produced the most won revenue per dollar of ad spend last quarter?
Tools it calls:
megamcp_lead_to_revenue - Proposes a change
Move the Acme renewal to Contract sent and add a follow-up task for Friday.
Tools it calls:
hubspot_update_recordhubspot_create_taskAny change becomes a plan you review and approve. Nothing moves until you do.
- Proposes a change
Create a deal for Globex at $24,000 in the default pipeline, linked to its contact and company.
Tools it calls:
hubspot_create_dealAny change becomes a plan you review and approve. Nothing moves until you do.
- Proposes a change
Log a note on this contact summarizing today's call.
Tools it calls:
hubspot_create_noteAny change becomes a plan you review and approve. Nothing moves until you do.
Audits5 prompts
- Reads data
Find open deals with no activity in 30 days, grouped by owner.
Tools it calls:
hubspot_searchhubspot_recent_activityhubspot_owners - Reads data
Which contact properties hold traffic source and click IDs? List their internal names.
Tools it calls:
hubspot_properties - Reads data
How many contacts have no lifecycle stage set?
Tools it calls:
hubspot_search - Reads data
List deals with an amount but no close date.
Tools it calls:
hubspot_search - Reads data
Show the members of our Webinar attendees static list.
Tools it calls:
hubspot_search_static_contact_listshubspot_static_contact_list_members
Agency workflows4 prompts
- Reads data
For this client, compare cost per won deal by channel for the last 90 days.
Tools it calls:
megamcp_lead_to_revenue - Proposes a change
Create a contact for this new lead and a task for the account manager to call tomorrow.
Tools it calls:
hubspot_create_contacthubspot_create_taskAny change becomes a plan you review and approve. Nothing moves until you do.
- Proposes a change
Add these 10 contacts to the Q4 nurture static list.
Tools it calls:
hubspot_update_static_contact_list_membershipAny change becomes a plan you review and approve. Nothing moves until you do.
- Reads data
Summarize what changed for this client this month: deals created, deals won and pipeline added.
Tools it calls:
hubspot_searchhubspot_pipelines
Tips for better HubSpot prompts
- HubSpot search uses internal property names. Ask the AI to look them up first if your portal has custom properties.
- Static list changes can trigger HubSpot workflows you've set up; restoring membership can't undo emails those workflows sent.
Tool names link to the tool reference, generated from the running product. What MegaMCP can read and change in HubSpot is on the HubSpot integration page.
FAQ
Can ChatGPT update HubSpot records?
Through MegaMCP, yes, as reviewed plans: property updates, new contacts (never duplicating an email), deals, notes and tasks all wait for approval.
Can I see which ads produced revenue in HubSpot?
MegaMCP's lead-to-revenue tool ties HubSpot contacts and deals to Google Ads, Meta Ads and Microsoft Ads spend for the same dates, by original source or campaign.
Related guides
- AI connectorsChoosing an AI marketing agentWhat an AI marketing agent really is, the difference between assistants, agents and automations, and a practical checklist for…
- AgenciesWhite-label reporting for agenciesWhat a good white-label client report contains, how to choose an agency reporting tool, and how to automate branded PPC reports…
