Connect HubSpot to Perplexity
Send HubSpot deals, contacts, companies and 21 more data types to Perplexity on a schedule. Pick columns, filter by date and add your own filters. Refresh as often as every 15 minutes.
Perplexity
Which open HubSpot deals haven't moved stage in the last 30 days?
Querying the HubSpot data set in Coupler.io
How to connect HubSpot and Perplexity
8 steps. You can preview the HubSpot data in Coupler.io before anything reaches Perplexity.
Step 1 of 8
Connect HubSpot
Sign in to HubSpot and authorize Coupler.io. There's no API key to copy.
Sign in with HubSpot
Step 2 of 8
Choose what to export
Pick the HubSpot data you want in Perplexity.
Frequently used
Miscellaneous
Show 16 more data types Show fewer data types
Miscellaneous
Reports
Step 3 of 8
Pick columns
Keep only the columns you need, so the data set stays easy to work with.
Step 4 of 8
Filter by date
Limit the export to records in a date range.
Show 1 more field Show fewer fields
Step 5 of 8
Narrow it down
Filter HubSpot records before they reach Perplexity.
Step 6 of 8
Pick metrics and dimensions
Choose what to measure and how to break it down.
Step 7 of 8
Connect Perplexity
In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.
Step 8 of 8
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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24 data types, including Deals, Contacts, Companies, Communications and Feedback submissions.
You sign in to HubSpot and authorize Coupler.io. There's no API key to copy.
Yes. Filter by created date or updated date to load the period you need. Splitting the data by period is available too.
Yes. Pick the columns you need, and only those reach Perplexity.
Yes. Add filter conditions in the source settings to keep only the HubSpot records you need.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete HubSpot rows.
A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Perplexity.
