Let’s be honest: CRMs are bloated, hard to navigate, and built more for managers than reps. You add contacts, maybe drop a note, and then… good luck finding it later.
Even when the data is technically “there,” it’s rarely easy to retrieve. Reps waste time clicking through filters, trying to remember what they called a sequence or where they logged that quick note. It slows down follow-up, burns momentum, and creates friction that compounds every day.
Now that ChatGPT can connect directly to HubSpot, that dynamic is finally changing. You can search your pipeline like it’s a conversation. No filters. No clicks. Just, “Show me the people I need to follow up with.”
And if you’re using upcell to export leads, it gets even better.
Export once. Add context. Use it forever.
When you export a contact using the upcell Chrome extension, you’re not just pushing data into your CRM—you’re adding structure, ownership, and intent.
One of the most powerful features is the ability to include context with every export. Context is the kind of insight that usually lives in a rep’s head, a notepad, or a scattered Slack message. It’s the information that rarely makes it into the CRM—but it’s exactly what drives deals forward. Who introduced the lead? What’s their role in the buying process? What did they mention on a call that could unlock the opportunity?
With upcell, that context gets captured right in the moment of export. For example, a rep might note: “Janet says Albert is the final decision maker.”
It’s a detail that would normally vanish—never logged, never remembered. But now, it’s tied directly to the contact in HubSpot, along with tags like “Decision maker” and the rep’s chosen sequence.
That context becomes searchable. It becomes part of your CRM record. And soon, when you ask ChatGPT, “Who’s the final decision maker at Apex Cloud Technology?”—you’ll actually get an answer.
CRM filters weren’t built for the way you think.
CRM filters only work if your data is perfect. But most of the time, it’s not. Tags are inconsistent. Fields are skipped. Sequence names are vague. If you can’t remember exactly how a lead was entered—or if someone else on your team touched the record—it’s almost impossible to find again.
Picture a typical day: you want to follow up on a few accounts you sourced last quarter from cybersecurity companies. You remember tagging some of them, but can’t recall if you used “Cyber” or “Cybersecurity” or just wrote it in the notes. Now you’re filtering by job title, trying to retrace steps, losing 20 minutes before you even write the first message.
With upcell, every contact is enriched with context at the time of export, naturally, as part of your existing workflow. No extra steps. No added tools. Then ChatGPT sits on top of that structured data, ready to understand the way you actually think.
You don’t have to remember which field you used. You just describe it.
“Show me the decision makers I sourced from APAC.”
“Pull up job changers tagged for Q3 pipeline.”
“Who did I note was the decision maker at Apex Cloud Technology?”
This isn’t about building better filters.
It’s about making your CRM respond like it finally speaks your language.
AI needs structure—and that’s what upcell gives you.
AI isn’t magic. It can’t read your mind or fix broken inputs. It needs structure, clarity, and context.
That’s why upcell’s export flow is so powerful. It doesn’t just capture surface-level data like name and title—it captures the story behind the contact. Why they’re relevant. Who introduced them. What signals they triggered. The details that usually get lost are now right there in your CRM, ready for ChatGPT to access.
And when ChatGPT understands not just who someone is, but why they matter?
That’s when it starts working like a real assistant—not just a search engine.
Sales reps shouldn’t have to dig.
Before this workflow, reps spent far too much time searching. Clicking through records. Reopening tabs. Trying to remember why someone was added. Often, those leads just went cold in the system.
Now? You add context once, and it stays with you.
You don’t change your process. You just get more out of it. You spend less time digging and more time closing.
It’s also a relief from the mental clutter. You don’t have to keep track of scattered notes, remember side conversations, or guess which sequence someone was added to. You just ask—and the system answers.
Final thought: Less effort, more leverage.
You’re already exporting leads. You’re already writing down the context. The only difference now is—it actually works for you later.
upcell makes it effortless to tag, organize, and add meaning to every contact. HubSpot holds onto it. ChatGPT gives it back to you—on demand, in plain language.
It’s faster. It’s smarter. And it’s built for how you actually work.
Let’s be honest: CRMs are bloated, hard to navigate, and built more for managers than reps. You add contacts, maybe drop a note, and then… good luck finding it later.
Even when the data is technically “there,” it’s rarely easy to retrieve. Reps waste time clicking through filters, trying to remember what they called a sequence or where they logged that quick note. It slows down follow-up, burns momentum, and creates friction that compounds every day.
Now that ChatGPT can connect directly to HubSpot, that dynamic is finally changing. You can search your pipeline like it’s a conversation. No filters. No clicks. Just, “Show me the people I need to follow up with.”
And if you’re using upcell to export leads, it gets even better.
Export once. Add context. Use it forever.
When you export a contact using the upcell Chrome extension, you’re not just pushing data into your CRM—you’re adding structure, ownership, and intent.
One of the most powerful features is the ability to include context with every export. Context is the kind of insight that usually lives in a rep’s head, a notepad, or a scattered Slack message. It’s the information that rarely makes it into the CRM—but it’s exactly what drives deals forward. Who introduced the lead? What’s their role in the buying process? What did they mention on a call that could unlock the opportunity?
With upcell, that context gets captured right in the moment of export. For example, a rep might note: “Janet says Albert is the final decision maker.”
It’s a detail that would normally vanish—never logged, never remembered. But now, it’s tied directly to the contact in HubSpot, along with tags like “Decision maker” and the rep’s chosen sequence.
That context becomes searchable. It becomes part of your CRM record. And soon, when you ask ChatGPT, “Who’s the final decision maker at Apex Cloud Technology?”—you’ll actually get an answer.
CRM filters weren’t built for the way you think.
CRM filters only work if your data is perfect. But most of the time, it’s not. Tags are inconsistent. Fields are skipped. Sequence names are vague. If you can’t remember exactly how a lead was entered—or if someone else on your team touched the record—it’s almost impossible to find again.
Picture a typical day: you want to follow up on a few accounts you sourced last quarter from cybersecurity companies. You remember tagging some of them, but can’t recall if you used “Cyber” or “Cybersecurity” or just wrote it in the notes. Now you’re filtering by job title, trying to retrace steps, losing 20 minutes before you even write the first message.
With upcell, every contact is enriched with context at the time of export, naturally, as part of your existing workflow. No extra steps. No added tools. Then ChatGPT sits on top of that structured data, ready to understand the way you actually think.
You don’t have to remember which field you used. You just describe it.
“Show me the decision makers I sourced from APAC.”
“Pull up job changers tagged for Q3 pipeline.”
“Who did I note was the decision maker at Apex Cloud Technology?”
This isn’t about building better filters.
It’s about making your CRM respond like it finally speaks your language.
AI needs structure—and that’s what upcell gives you.
AI isn’t magic. It can’t read your mind or fix broken inputs. It needs structure, clarity, and context.
That’s why upcell’s export flow is so powerful. It doesn’t just capture surface-level data like name and title—it captures the story behind the contact. Why they’re relevant. Who introduced them. What signals they triggered. The details that usually get lost are now right there in your CRM, ready for ChatGPT to access.
And when ChatGPT understands not just who someone is, but why they matter?
That’s when it starts working like a real assistant—not just a search engine.
Sales reps shouldn’t have to dig.
Before this workflow, reps spent far too much time searching. Clicking through records. Reopening tabs. Trying to remember why someone was added. Often, those leads just went cold in the system.
Now? You add context once, and it stays with you.
You don’t change your process. You just get more out of it. You spend less time digging and more time closing.
It’s also a relief from the mental clutter. You don’t have to keep track of scattered notes, remember side conversations, or guess which sequence someone was added to. You just ask—and the system answers.
Final thought: Less effort, more leverage.
You’re already exporting leads. You’re already writing down the context. The only difference now is—it actually works for you later.
upcell makes it effortless to tag, organize, and add meaning to every contact. HubSpot holds onto it. ChatGPT gives it back to you—on demand, in plain language.
It’s faster. It’s smarter. And it’s built for how you actually work.
Let’s be honest: CRMs are bloated, hard to navigate, and built more for managers than reps. You add contacts, maybe drop a note, and then… good luck finding it later.
Even when the data is technically “there,” it’s rarely easy to retrieve. Reps waste time clicking through filters, trying to remember what they called a sequence or where they logged that quick note. It slows down follow-up, burns momentum, and creates friction that compounds every day.
Now that ChatGPT can connect directly to HubSpot, that dynamic is finally changing. You can search your pipeline like it’s a conversation. No filters. No clicks. Just, “Show me the people I need to follow up with.”
And if you’re using upcell to export leads, it gets even better.
Export once. Add context. Use it forever.
When you export a contact using the upcell Chrome extension, you’re not just pushing data into your CRM—you’re adding structure, ownership, and intent.
One of the most powerful features is the ability to include context with every export. Context is the kind of insight that usually lives in a rep’s head, a notepad, or a scattered Slack message. It’s the information that rarely makes it into the CRM—but it’s exactly what drives deals forward. Who introduced the lead? What’s their role in the buying process? What did they mention on a call that could unlock the opportunity?
With upcell, that context gets captured right in the moment of export. For example, a rep might note: “Janet says Albert is the final decision maker.”
It’s a detail that would normally vanish—never logged, never remembered. But now, it’s tied directly to the contact in HubSpot, along with tags like “Decision maker” and the rep’s chosen sequence.
That context becomes searchable. It becomes part of your CRM record. And soon, when you ask ChatGPT, “Who’s the final decision maker at Apex Cloud Technology?”—you’ll actually get an answer.
CRM filters weren’t built for the way you think.
CRM filters only work if your data is perfect. But most of the time, it’s not. Tags are inconsistent. Fields are skipped. Sequence names are vague. If you can’t remember exactly how a lead was entered—or if someone else on your team touched the record—it’s almost impossible to find again.
Picture a typical day: you want to follow up on a few accounts you sourced last quarter from cybersecurity companies. You remember tagging some of them, but can’t recall if you used “Cyber” or “Cybersecurity” or just wrote it in the notes. Now you’re filtering by job title, trying to retrace steps, losing 20 minutes before you even write the first message.
With upcell, every contact is enriched with context at the time of export, naturally, as part of your existing workflow. No extra steps. No added tools. Then ChatGPT sits on top of that structured data, ready to understand the way you actually think.
You don’t have to remember which field you used. You just describe it.
“Show me the decision makers I sourced from APAC.”
“Pull up job changers tagged for Q3 pipeline.”
“Who did I note was the decision maker at Apex Cloud Technology?”
This isn’t about building better filters.
It’s about making your CRM respond like it finally speaks your language.
AI needs structure—and that’s what upcell gives you.
AI isn’t magic. It can’t read your mind or fix broken inputs. It needs structure, clarity, and context.
That’s why upcell’s export flow is so powerful. It doesn’t just capture surface-level data like name and title—it captures the story behind the contact. Why they’re relevant. Who introduced them. What signals they triggered. The details that usually get lost are now right there in your CRM, ready for ChatGPT to access.
And when ChatGPT understands not just who someone is, but why they matter?
That’s when it starts working like a real assistant—not just a search engine.
Sales reps shouldn’t have to dig.
Before this workflow, reps spent far too much time searching. Clicking through records. Reopening tabs. Trying to remember why someone was added. Often, those leads just went cold in the system.
Now? You add context once, and it stays with you.
You don’t change your process. You just get more out of it. You spend less time digging and more time closing.
It’s also a relief from the mental clutter. You don’t have to keep track of scattered notes, remember side conversations, or guess which sequence someone was added to. You just ask—and the system answers.
Final thought: Less effort, more leverage.
You’re already exporting leads. You’re already writing down the context. The only difference now is—it actually works for you later.
upcell makes it effortless to tag, organize, and add meaning to every contact. HubSpot holds onto it. ChatGPT gives it back to you—on demand, in plain language.
It’s faster. It’s smarter. And it’s built for how you actually work.
Author
Bank Phrom
Creative Director
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