HubSpot Breeze AI: A Comprehensive Guide For Sales Teams

You’ve heard it time and time again: AI is revolutionizing how businesses engage with customers, manage data, and get work done.

Great in theory – but what does that actually mean?

Maybe you got an email from HubSpot about it, or saw a fun little widget in your portal clamoring for your attention – however it is, HubSpot’s Breeze AI is the latest entrant into the AI craze. Breeze AI is designed to integrate AI seamlessly into your CRM, making automation, insights, and customr engagement easier than ever.

But let’s get practical. In this guide, we’ll show you exactly how to use Breeze AI to automate, streamline, and enhance your sales and marketing processes.

The tldr: Key Takeaways

Short on time? Here’s the gist:

Breeze AI can automate repetitive tasks to boost productivity and cut hours from your daily workflow.
Breeze AI agents can assist with marketing, sales, and support tasks.
Breeze Intelligence can be used for real-time data enrichment, lead scoring, and buyer intent tracking. All things that can super-charge your sales and prospecting flow.

If you have eight or so minutes to spare, keep on reading for the rest of the article!

What Is HubSpot Breeze AI?

Breeze AI is HubSpot’s unified AI system that enhances every aspect of your CRM, from automation to data intelligence. Instead of relying on multiple third-party AI tools, Breeze AI centralizes automation and insights directly within HubSpot, giving teams a smarter, faster way to work.

Breeze AI includes:

Breeze Copilot: A conversational AI assistant that helps with content creation, workflow automation, and customer research.
Breeze Agents: AI-powered tools that automate lead generation, sales prospecting, content creation, and customer interactions.
Breeze Intelligence: AI-driven data enrichment, form optimization, and buyer intent tracking to help teams make informed decisions.

The result? An AI-powered HubSpot experience that helps businesses work smarter, eliminate manual tasks, and engage customers more effectively.

Why Sales Teams Should Use HubSpot Breeze AI

Using ChatGPT or Claude? Those are great… but they’re not tied to your CRM (aside from custom integrations or CRM connectors). Unlike generic AI tools, Breeze AI is fully integrated into HubSpot’s Smart CRM, making AI adoption effortless and scalable.

No need for technical expertise – Breeze AI is built for easy adoption with a user-friendly interface.
Fast implementation – No complex setup required; just enable it within HubSpot.
Works across all customer touchpoints – From lead generation to customer support, Breeze AI unifies automation and data-driven insights.
Boost Productivity – Automate time-consuming tasks, freeing up resources for strategic growth.

‍Real-World Impact: Companies using HubSpot AI tools like Breeze see a 25% increase in customer engagement and a faster response time for sales teams. Breeze AI continuously evolves, with regular updates bringing even more automation capabilities.

How Does Breeze AI Work?

As we mentioned above, the power of Breeze AI is that it is natively embedded in your HubSpot portal. Asking what Breeze can do, though, is a bit like asking what ChatGPT can do – it can do a lot!

I’ve found he following use cases to be the most relevant and helpful for sales teams:

Breeze Copilot for HubSpot Tools
Breeze agents for task automation
Breeze Intelligence for smarter decision-making

Breeze Copilot for HubSpot Tools

Think of Breeze Copilot as your embedded HubSpot expert right in your portal. Breeze’s CoPilot is designed to generate content, automate processes, summarize CRM data, and more.

Easily accessible through the dashboard, Breeze AI enables direct workflow automation and content development, significantly reducing time and labor in website creation.

What Breeze Copilot can do:

Create content marketing, such as blog posts and case studies, with AI-generated topics, drafts, and insights to enhance quality and save time.
Build high-converting landing pages with compelling CTAs and optimized design for better engagement.
Automate CRM tasks, sales outreach, and customer interactions for increased efficiency.

Tip: Its user-friendly interface makes navigation effortless, allowing teams to focus on strategy instead of repetitive tasks.

Example: Breeze Copilot in action

Your marketing team needs a content plan for the next quarter. Instead of manually analyzing past performance, Breeze Copilot pulls insights from HubSpot CRM, suggesting high-performing topics, brand voice improvements, and distribution strategies.

Breeze Agents: Automate your Tasks

Breeze does a lot more than create content, though. Breeze Agents are AI-powered assistants designed to scale growth by managing key sales, customer success, and marketing functions. These agents take over routine tasks, ensuring that teams focus on high-value work.

Types of Breeze Agents you can use:

Content Agent: Automates content creation, ensuring all assets align with your brand voice.
Prospecting Agent: Uses buyer intent tracking to personalize sales outreach and automate your prospecting flow.
Customer Agent: Provides real-time support to the customers by analyzing data from your knowledge base.

Social Media Agent: Schedules and optimizes social content across platforms.

‍Tip: Start small and implement one Breeze Agent at a time, track its impact, and gradually expand automation for maximum efficiency.

Example: Breeze Prospecting Agent in action

Tired of theory? Here’s a real-life example for your sales workflow. Your sales team could use the Prospecting Agent to generate personalized emails based on CRM engagement data, allowing them to use AI for targeted outreach instead of spending hours manually crafting messages.

Breeze Intelligence for Smarter Data for Better Decisions

Automating workflows is just the tip of the iceberg. Breeze AI can empower you to make better (and smarter) sales decisions by bringing you key data and insights.

Breeze Intelligence tools elevate data analysis capabilities by enriching CRM records and refining customer insights. With an extensive database of 200M+ company profiles, businesses can enhance targeting, analyze customer behavior, and boost conversion rates.

Key Features of Breeze Intelligence

Optimize lead generation with auto-filled and shortened forms for higher conversions.
Analyze buyer intent by tracking visitor behavior on website pages.
Enrich CRM records with high-quality data for precise targeting.

Recommendation: For better lead generation, we recommend integrating HubSpot with the LinkedIn Sales Navigator to enrich CRM data and target high-intent leads more effectively.

Pricing

Breeze Intelligence uses a credit-based system, available across all HubSpot plans. Pricing varies based on usage, with options to purchase additional credits or upgrade automatically when limits are exceeded.

Breeze Intelligence offers flexible pricing:

100 Credits – $30/month (ideal for small-scale enrichment).
1,000 Credits – $150/month (for growing businesses).
10,000 Credits – $700/month (for high-volume needs).
Backfill Enrichment – $5,000 (one-time for bulk data updates).

Credits are used for data enrichment, lead scoring, and form shortening. Automatic upgrades apply if monthly limits are exceeded. Manage and track credits in your HubSpot settings under the Enrichment section.

How Sales Teams Can Get Started With Breeze AI in HubSpot

Breeze AI is designed to seamlessly integrate with HubSpot, enhancing marketing, sales, and customer service with AI-driven automation. Setting it up is straightforward and ensures you maximize productivity from day one.

Activate Breeze AI
Automate with Breeze agents
Use Breeze Copilot for daily tasks
Monitor performance and optimize

Step 1: Activate Breeze AI

To begin, ensure your HubSpot account includes AI tools. Breeze AI is available for Marketing Hub, Sales Hub, and Service Hub users. Once activated, you can access Breeze features from the Breeze Dashboard.

Step 2: Automate with Breeze Agents

Set up Breeze Agents to handle repetitive tasks in marketing, sales, and customer service. These agents streamline lead nurturing, email follow-ups, and customer interactions, allowing your team to focus on high-value activities.

Step 3: Use Breeze Copilot for Daily Tasks

Breeze Copilot assists with email drafting, summarizing records, and analyzing leads, helping teams work faster with AI-powered recommendations. Easily accessible through the HubSpot dashboard, it simplifies content creation and workflow execution.

Step 4: Monitor Performance & Optimize

Use HubSpot analytics to track the effectiveness of Breeze AI. Measure engagement, lead conversion rates, and workflow efficiency to continuously optimize your AI-driven strategies.

How to Use HubSpot Breeze AI in Different Industries?

Breeze AI adapts to various industries by automating workflows, enhancing customer engagement, and streamlining operations. Here’s how it can help some industries.

B2B Sales
SaaS
E-Commerce

B2B Sales

As B2B sales require personalized outreach and efficient lead management, I recommend using the Prospecting Agent to automate follow-ups with leads based on their engagement. In addition, you could use Breeze Intelligence to track buyer intent, allowing sales teams to focus on high-quality prospects and close deals faster.

SaaS (Software as a Service)

Since SaaS companies depend on long-term customer relationships and seamless onboarding, I suggest using the Prospecting Agent to nurture leads with personalized follow-ups after product demos. Additionally, the Customer Agent can provide automated onboarding support, guiding new users through setup without human intervention.

E-Commerce

As e-commerce businesses need fast customer support and personalized marketing, I recommend using the Customer Agent to provide 24/7 automated responses to order inquiries. You could also use the Content Agent to generate product descriptions and marketing emails, while the Social Media Agent schedules posts for promotions and product launches.

Best Practices for Maximizing Breeze AI

To get the most out of Breeze AI, here are some best practices you can implement. I recommend you do the following:

Integrate Breeze across your entire team: Align AI processes with marketing, sales, and customer support to create a unified strategy. This fosters collaboration, ensures consistency, and enhances productivity across departments.
Define a consistent brand voice: Define clear tone and style guidelines to keep AI-generated content aligned with your brand identity. Regularly review outputs to ensure they match your messaging and values.

Doing this ensures that A) your entire team saves time and can upskill together on leveraging Breeze AI and B) you’re not creating obviously AI-generated content in the process.

Breeze is Great… But Watch out for These Limitations

There’s one fatal flaw to Breeze for the enterprising sales rep: it really only works in HubSpot.

As said above, Breeze is a fantastic AI companion to HubSpot and can rapidly speed up your prospecting and sales processes. But it’s not perfect.

The most common complaint that we hear from reps is the simple fact that leveraging Breeze in your workflow requires you to be in HubSpot, but in reality, you’re probably cycling through multiple tabs at any given moment.

To illustrate this, though, let’s look at a real-world example.

A Real-World Scenario: Prospecting on LinkedIn

Let’s say you’re a sales rep actively using LinkedIn as a prospecting channel to complement your email and phone outreach. Any given day, you are searching for leads, connecting with them, engaging meaningfully with their content, and messaging them to start conversations.

This in itself is a ton of work – do you really have time to cycle through tabs to check if data already exists in HubSpot?

When prospecting on LinkedIn, you need to know things like:

Is this person already in the CRM?
Do we have their business email address?
Has anyone from our team contacted them?
Is the company record already enriched?

Breeze might have that data, but if you can’t access it without switching tools, it slows everything down. While Breeze does great when it comes to enriching CRM records in the background, it doesn’t bring those insights into the places where sales conversations are actually happening.

For reps working directly on LinkedIn, that gap becomes a daily problem.

To be sure, HubSpot has invested in more features to support enrichment workflows, including Breeze Copilot and Breeze AI Agents. But even with these systems running, reps still end up asking the same question: “Why can’t I just see this when I’m talking to someone on LinkedIn?”

If you find yourself in this scenario, try Hublead.

Hublead is the ultimate tool for sales reps who prospect on LinkedIn and want accurate and up-to-date data in their HubSpot CRM.

Hublead is specifically designed for reps who build relationships and update their pipelines in real time by seamlessly integrating LinkedIn activities with HubSpot while enriching contact lists.

With Hublead, you can:

Click once to sync the contact to HubSpot.
Enrich the record instantly with verified business email, phone number, and company info.
Log invitations and messages automatically (no more forgetting who you contacted).

Hublead makes company enrichment and contact syncing frictionless. And it works whether you’re using free LinkedIn or Sales Navigator, which means you don't even need Sales Hub Pro. Hublead offers excellent data enrichment tools as well:

Enrich contact records with verified company and contact data.
De-duplicate records as you prospect on LinkedIn.
Get actionable insights on each contact record from your prospecting activity.

And you can get started in under 2 minutes. Just install the HubSpot LinkedIn Chrome extension, visit a LinkedIn profile, and click to sync. No API keys and no Sales Navigator subscription required. Just one Chrome extension and several hours saved each week.

Is HubSpot Breeze AI Worth It?

If you’re already using HubSpot, Breeze AI is a must-have. It automates lead generation, enriches customer data, and optimizes engagement across marketing, sales, and customer support.

What This Means for You:

More time spent on strategy, less on admin.
Faster response times and better customer engagement.
AI-driven insights that improve lead conversion and decision-making.

With Breeze AI, HubSpot is redefining CRM automation, proving that AI isn’t just about efficiency, it’s about accelerating business growth.

Ready to unlock the power of Breeze AI? Activate it in HubSpot today and take your CRM to the next level.

Frequently Asked Questions

What does HubSpot Breeze Copilot do?

Breeze Copilot automates workflows, helping users summarize CRM data, generate content, and streamline operations directly in HubSpot.

Is HubSpot a CRM or ERP?

HubSpot is a CRM that manages customer relationships, marketing, and sales, but can integrate with ERP systems for a complete business overview.

How does HubSpot Breeze Intelligence improve lead generation?

Breeze Intelligence enriches CRM data, tracks buyer intent, and shortens forms, helping sales teams identify and convert high-quality leads.

What is HubSpot Breeze AI?

Breeze AI is HubSpot’s AI-powered tool that automates content creation, lead nurturing, and workflows, improving efficiency and reducing manual tasks.

Who can benefit from HubSpot?

HubSpot is ideal for businesses of all sizes, serving as a centralized CRM for sales, marketing, and customer service. It offers both free and premium plans to fit different needs.

Does Breeze AI help with LinkedIn prospecting?

Breeze AI is an incredible value-add for your HubSpot portal, but it has one limitation: it only works within HubSpot. As a result, Breeze won’t follow you to LinkedIn if you do your prospecting there, but we have another great time-saving data enrichment tool that can sync LinkedIn with HubSpot: Hublead. Hublead enriches HubSpot contacts and syncs LinkedIn activities straight to your portal, cutting hours from your prospecting workflow.