How to Use HubSpot’s AI Tools for Sales, Marketing, and Support (2025 Guide)

How to use HubSpot’s AI tools for sales marketing and support explains how modern teams can streamline their workflows using built-in automation features like Breeze Copilot, Breeze Agents, and Breeze Intelligence. These AI-powered tools are deeply integrated into the HubSpot CRM and designed to save time, improve accuracy, and drive better outcomes across sales, marketing, and support operations.

Breeze Copilot serves as an intelligent assistant inside your CRM, summarizing contact records, drafting emails, creating content, and even building workflows based on user input. It helps reduce manual effort while enhancing personalization and response quality.

Breeze Agents take automation further with specialized capabilities for lead research, outreach, content creation, customer support, and documentation. By leveraging CRM data, they allow your team to move faster without sacrificing context or consistency.

Breeze Intelligence enriches contact and company profiles, automatically fills in missing data, shortens forms for better conversion rates, and flags buyer intent signals. These insights help prioritize leads, tailor messaging, and increase overall marketing effectiveness.

These AI features are available in HubSpot’s Professional and Enterprise plans and should be implemented with clear oversight and proper data governance. Used thoughtfully, they contribute to true HubSpot excellence by eliminating repetitive tasks and boosting productivity.

What Is Breeze Copilot and How It Works Inside HubSpot CRM

Breeze Copilot is an embedded AI assistant within HubSpot CRM, designed to help sales, marketing, and support teams reduce manual work and improve task efficiency. It uses your existing CRM data to generate real-time summaries, personalized emails, and workflow suggestions directly within contact, deal, and ticket records. The assistant is accessible from within the HubSpot interface, so teams can work faster without switching tools.

For example, when viewing a contact record, Breeze Copilot can instantly summarize the full history of interactions, recent emails, and activity notes into a clean paragraph. Instead of reading through timelines or scrolling through updates, you get a digestible snapshot that’s ideal for quick context before a call or follow-up.

Beyond summaries, Breeze Copilot helps generate emails based on record context—pulling in customer details, previous interactions, and intent signals. It also assists in creating internal workflows, such as task assignments or automated sequences, by offering template-based suggestions that adapt to your CRM setup and user behavior.

Because it operates inside HubSpot’s ecosystem, Breeze Copilot respects user permissions and uses the same data already in your CRM. This eHow to Use HubSpot’s AI Tools for Sales, Marketing, and Support (2025 Guide)
ot’s Professional or Enterprise tiers. It’s built to support scale while keeping everyday operations personalized and human.

Using Breeze Copilot to Summarize Contact and Deal Records

Breeze Copilot makes it easy to get instant, AI-generated summaries of contact and deal records without digging through timelines or notes. When viewing a contact or deal in HubSpot CRM, Copilot scans through all logged activity—emails, calls, meetings, notes, and more—and produces a short, digestible summary directly in the sidebar or designated section of the record.

This feature is especially helpful for sales reps preparing for a call or marketers reviewing lead histories before launching a campaign. For example, if a lead had a discovery call two weeks ago, opened three marketing emails, and downloaded a pricing guide, Copilot will surface that pattern in one quick paragraph. You no longer need to scroll through logs or check multiple tabs.

Deal summaries also highlight key actions like recent status changes, updated close dates, or stakeholder involvement. Copilot can detect stalled deals or opportunities that require follow-up, giving teams a clear next step based on CRM data. This visibility ensures consistency and keeps team members aligned even when records change hands.

Because Copilot pulls from live data, the summaries stay up to date and reflect the latest information entered by users or captured via integrations. This gives your team real-time context while supporting faster, more informed decisions inside the HubSpot CRM environment.

How Breeze Copilot Drafts Emails and Follow-Ups Automatically

Breeze Copilot uses AI to generate email drafts and follow-ups directly inside HubSpot CRM, making it easier for teams to communicate consistently and efficiently. When viewing a contact or deal record, users can trigger Copilot to create a context-aware email that pulls in data like the contact’s name, recent activity, deal stage, and past interactions.

For example, if a lead just requested a demo, Copilot can automatically generate a follow-up email confirming the request, thanking them, and suggesting the next steps. If a deal has gone cold, it can create a re-engagement message using a warm tone and specific deal details to reconnect and drive action.

These emails are editable before sending, allowing reps to adjust tone, add attachments, or insert calendar links. Drafts appear natively within the HubSpot email composer, so users don’t have to switch tools or copy and paste content from outside sources.

This feature helps ensure faster outreach, reduces repetitive typing, and improves follow-through on time-sensitive conversations. Combined with templates and personalization tokens, Breeze Copilot enables teams to maintain a high level of quality and consistency across all communications.

Content Creation with Breeze Copilot for Workflows and Campaigns

Breeze Copilot supports more than just record summaries and emails—it also assists with content creation across HubSpot workflows and campaigns. Whether you're building an automated nurture sequence, launching a new product campaign, or setting up onboarding emails, Copilot can help you write faster with AI-generated suggestions tailored to your CRM data.

Here are five key ways Breeze Copilot helps with content creation:

• Generates email copy for workflow steps using contact and deal information
• Writes internal task descriptions to improve team handoffs and automation clarity
• Suggests subject lines and preview text optimized for engagement
• Creates campaign messaging aligned with lifecycle stage and lead behavior
• Offers draft content for SMS, chat, or webhook-based actions within workflows

By integrating directly into HubSpot’s workflow editor and campaign tools, Breeze Copilot reduces the time it takes to launch and refine marketing and sales automations. The content it generates adapts to your objectives, helping you maintain consistency while scaling your outreach with precision.

Overview of Breeze Agents and Their Role in CRM Automation

Breeze Agents are specialized AI-powered assistants built into HubSpot CRM that extend the capabilities of Breeze Copilot by focusing on specific business functions. Each agent automates a particular task set within sales, marketing, or customer support, helping teams operate more efficiently without sacrificing personalization or accuracy.

1. Prospecting Agent researches leads, enriches data, and automates personalized outreach using CRM insights.
2. Content Agent creates blog posts, landing pages, and case studies by pulling in real-time customer and campaign data.
3. Customer Agent provides AI-driven chat support through your knowledge base, chatflows, and conversation history.
4. Knowledge Base Agent identifies gaps in help documentation and generates suggested articles using historical support data.
5. Operations Agent (optional in some setups) helps coordinate internal workflows, task assignments, and cross-functional updates.

Each Breeze Agent is designed to reduce repetitive work and increase the speed and quality of execution across teams. By operating within the HubSpot platform, they work with existing CRM data to create highly targeted, real-time outputs that align with customer lifecycle stages and team goals. This layered automation supports HubSpot excellence by combining personalization with scale.

Using the Prospecting Agent to Research Leads and Automate Outreach

The Prospecting Agent is one of the most powerful Breeze Agents available in HubSpot for sales teams focused on outbound activity. It automatically researches new leads, fills in missing contact or company data, and suggests personalized outreach based on CRM insights, engagement history, and intent signals.

For example, if a new lead enters your CRM through a form with only a name and email, the Prospecting Agent can enrich the record with job title, company name, industry, and recent activity data. It then analyzes the lead’s fit and behavior to draft a custom email that aligns with their profile and potential interest.

The outreach process becomes even more efficient when paired with sequences or workflows. The Prospecting Agent can trigger follow-ups based on lead score, engagement triggers like email opens or site visits, or time-based conditions. This removes the guesswork and ensures timely communication without manual effort.

By integrating directly with HubSpot CRM and respecting your contact segmentation and lifecycle stages, the Prospecting Agent enhances sales prospecting with precision and speed. It reduces time spent on research while improving response rates through more relevant and timely outreach.

How the Content Agent Generates Blog Posts and Landing Pages from CRM Data

The Content Agent leverages the data inside HubSpot CRM to generate blog posts, landing pages, and case studies that are timely, relevant, and aligned with your audience segments. It pulls from fields like contact behavior, lifecycle stage, product interest, and campaign performance to create content that speaks directly to the needs and actions of your leads.

For instance, if a group of leads has recently downloaded a comparison guide, the Content Agent can generate a follow-up blog post explaining deeper product benefits or customer success stories. For landing pages, it can auto-generate copy that aligns with the offer, target persona, and traffic source, using CRM data to personalize headlines and body text.

The content is created within HubSpot's CMS or email tools, where users can review, edit, and publish without leaving the platform. This allows marketers to speed up content production while still retaining full creative control and brand consistency.

By grounding content creation in real-time CRM data, the Content Agent helps deliver more targeted messaging at scale. It reduces bottlenecks between marketing and content teams and enables faster iteration of assets that match buyer intent and campaign goals.

Streamlining Customer Support with the Customer Agent and Chatflows

The Customer Agent in HubSpot is designed to enhance your support team’s responsiveness and consistency by using AI to power chatflows and surface helpful content during live interactions. It integrates with your knowledge base and past support interactions to provide real-time answers, suggest resources, and guide users through troubleshooting steps without waiting for a human rep.

1. Provides instant AI responses by pulling answers directly from your HubSpot knowledge base.
2. Routes conversations intelligently based on topic, urgency, or customer profile data.
3. Uses CRM history to personalize replies and avoid repeating questions customers already answered.
4. Suggests next steps like scheduling a call, submitting a ticket, or accessing documentation.
5. Reduces load on support teams by automating high-frequency questions and common issues.

This AI-powered layer of support makes it easier to offer 24/7 assistance without sacrificing quality. It improves the customer experience by delivering fast, accurate information while helping your team focus on complex or high-priority cases that require a human touch.

Filling Knowledge Gaps Using the Knowledge Base Agent

The Knowledge Base Agent is a Breeze AI tool designed to help support teams keep their help content up to date and aligned with customer needs. It scans your existing knowledge base, support tickets, and chat transcripts to identify missing documentation or topics that need better coverage. This helps ensure your content is proactive, not just reactive.

For example, if multiple customers ask variations of the same question through chat or tickets, the agent flags this as a content gap. It can then auto-generate a draft help article or FAQ suggestion using past responses and CRM data, giving your team a solid starting point for publishing new entries.

The Knowledge Base Agent also helps improve searchability by recommending better article titles, summaries, and keyword usage based on how customers phrase their questions. Over time, this strengthens the value of your knowledge base and reduces ticket volume by making answers easier to find.

By automating the identification and creation of support content, this agent ensures your help resources grow in sync with customer needs. It reduces time spent writing from scratch and supports HubSpot excellence by creating a more self-sufficient and scalable support system.

How Breeze Intelligence Enhances Contact and Company Profiles

Breeze Intelligence uses AI to automatically enrich contact and company records in HubSpot CRM with real-time, verified data. This includes filling in missing fields, updating outdated details, and providing deeper insights that help personalize outreach, segment audiences, and prioritize high-value leads.

Here are five ways Breeze Intelligence enhances your CRM profiles:

• Auto-fills missing fields like job title, company size, industry, and location
• Updates stale or outdated contact and company data based on public and proprietary sources
• Adds behavioral and intent data to help surface sales-ready leads
• Maps out company hierarchies or decision-makers for better account-based targeting
• Enhances segmentation accuracy with cleaner, more complete data

With more accurate and complete records, your marketing and sales efforts become more effective and targeted. Breeze Intelligence not only saves teams time from manual research and data entry but also supports stronger personalization and improved conversion rates across the funnel.

Shortening Lead Forms with Breeze Intelligence for Better Conversions

Breeze Intelligence allows marketers to collect fewer fields on lead forms while still capturing rich, actionable data. By auto-enriching contact and company profiles using publicly available information and real-time CRM inputs, it removes the need to ask for details like job title, company size, or location on form submissions.

For example, a landing page form can now ask for just a name and email, while Breeze Intelligence fills in the rest behind the scenes. This reduction in required fields lowers friction, which often results in higher conversion rates and better form performance across campaigns.

Shorter forms are especially valuable for top-of-funnel offers where lead intent is still developing. The AI enrichment ensures sales teams still receive qualified, detailed records without overburdening users during the signup process.

By combining minimal data collection with automatic enrichment, Breeze Intelligence improves both the user experience and the backend data quality. It supports faster lead capture without compromising CRM completeness or downstream targeting.

Using Intent Data Flags from Breeze Intelligence to Prioritize Leads

Breeze Intelligence tracks behavior signals and engagement patterns to identify which leads are showing buying intent. These intent data flags appear directly in HubSpot CRM and help sales and marketing teams focus their energy on contacts who are most likely to convert.

Here are five types of intent signals Breeze Intelligence can flag:

• Repeat visits to pricing, product, or demo request pages
• Increased email engagement such as link clicks or replies
• High-intent form submissions like “Request a Quote” or “Contact Sales”
• Time spent on competitive comparison or customer testimonial pages
• Surge in activity across multiple team members from the same company

By analyzing these behavioral cues, Breeze Intelligence helps qualify leads faster and more accurately. This prioritization ensures your sales reps can follow up at the right time, using messaging tailored to the lead’s level of interest and stage in the buying journey. It improves pipeline efficiency and helps drive higher close rates.

Integrating Breeze AI Tools Across Sales, Marketing, and Support Teams

Breeze AI tools are designed to work seamlessly across sales, marketing, and support workflows, allowing teams to stay aligned while reducing repetitive tasks. Because these tools are native to HubSpot, teams can collaborate using the same CRM data while benefiting from AI-driven automation tailored to their specific functions.

Sales teams can use Breeze Copilot and the Prospecting Agent to prioritize leads, automate outreach, and summarize records before meetings. Marketing teams benefit from the Content Agent, which helps create campaign assets based on CRM behavior and segmentation. Support teams rely on the Customer Agent and Knowledge Base Agent to streamline help interactions and keep documentation updated with minimal manual effort.

For example, a lead engaging with a webinar campaign might trigger personalized follow-ups from marketing using Breeze Copilot. If the same contact requests support later, the Customer Agent can reference their full engagement history to offer context-aware responses without starting from scratch.

This interconnected approach supports HubSpot excellence by creating a shared system where AI enhances every team’s output. It strengthens alignment between departments, improves the customer experience, and supports scalable growth without adding operational complexity.

Best Practices for Using HubSpot AI Responsibly and Ethically

As AI becomes more integrated into HubSpot CRM through tools like Breeze Copilot, Breeze Agents, and Breeze Intelligence, it's important to adopt responsible practices that protect both data integrity and user trust. While automation can drive major efficiency gains, it should always be guided by clear oversight, transparent processes, and human review where needed.

Start by ensuring your team understands how AI-generated content is used and reviewed before going live. For example, have a marketing manager approve email drafts created by Breeze Copilot or require support agents to verify knowledge base suggestions before publishing. This helps avoid errors, tone mismatches, or outdated information from reaching your audience.

Data privacy is another key consideration. Avoid over-collection or misuse of enriched CRM fields, and make sure your contact forms and outreach practices comply with relevant laws like GDPR or CAN-SPAM. AI tools should enhance personalization, not push boundaries on consent or transparency.

Finally, document your internal policies on how Breeze AI is used across departments. Define which agents are active, what data they touch, and who is responsible for monitoring performance. These steps help ensure that as you scale with AI, you maintain quality, fairness, and alignment with your brand values.

Creating Oversight and Data Guardrails for Breeze AI Usage

To get the most out of HubSpot AI tools like Breeze Copilot, Breeze Agents, and Breeze Intelligence, businesses need to establish strong oversight practices and clear data guardrails. While these tools offer powerful automation, they also interact with sensitive contact and company data, making governance essential for both compliance and accuracy.

Start by defining who owns AI deployment across your sales, marketing, and support functions. Assign roles for reviewing AI-generated content, auditing enriched data fields, and monitoring tool usage across campaigns. For example, a sales manager might be responsible for verifying email sequences generated by the Prospecting Agent before they’re added to workflows.

It’s also important to configure permissions and access settings in HubSpot so that Breeze AI tools only act on approved objects or properties. Limit data enrichment to fields your business actually uses, and avoid collecting unnecessary or intrusive data through automated sources. Keeping your CRM clean and compliant ensures more reliable AI performance.

Finally, track AI impact through reporting dashboards and regular audits. Look at how Breeze tools are influencing engagement rates, lead quality, support response time, and workflow efficiency. These insights help you fine-tune your usage while ensuring your AI systems continue to serve real business goals without crossing ethical or operational boundaries.

Tips to Train Teams on Using HubSpot’s Breeze AI Features

Training your team to use HubSpot’s Breeze AI tools effectively is key to unlocking their full potential across sales, marketing, and support. A thoughtful onboarding plan ensures team members understand how to collaborate with AI, maintain data quality, and use automation without losing the human element.

1. Start with live demos that show how Breeze Copilot, Agents, and Intelligence work within the CRM.
2. Create role-specific guides that walk through daily tasks using AI tools for sales, marketing, or support.
3. Encourage hands-on practice in a test environment before deploying tools in live workflows.
4. Set usage policies and review checkpoints to keep AI-generated outputs aligned with your brand and goals.
5. Hold monthly feedback sessions to identify areas for improvement and share AI success stories across teams.

With the right training, teams can build confidence in using AI responsibly while staying aligned with business outcomes. This helps increase adoption, reduces mistakes, and reinforces your commitment to ethical and effective automation inside HubSpot.

How to Measure ROI and Productivity Gains from HubSpot AI

Metric Tracked	Description	Example Improvement with Breeze AI
Time Saved on Manual Tasks	Reduction in hours spent drafting emails or creating content	40% less time spent on follow-ups using Breeze Copilot
Lead Conversion Rate	Increase in qualified leads turning into opportunities	18% rise after using intent signals from Breeze Intelligence
Support Resolution Efficiency	Speed at which support cases are resolved using AI tools	30% faster ticket handling via the Customer Agent

Tracking ROI from HubSpot AI tools requires identifying specific workflows enhanced by Breeze Copilot, Agents, and Intelligence. Focus on metrics tied to efficiency, engagement, and conversion. Use dashboards in HubSpot to compare baseline performance with post-implementation results. The data will reveal how AI is contributing to your team's output, cost savings, and growth.

Final Thoughts on Leveraging Breeze AI for HubSpot Excellence

HubSpot’s Breeze AI tools offer more than just automation—they enable teams to scale with accuracy, speed, and a deeper understanding of their customers. From lead research and content creation to smart support and data enrichment, these features embed intelligence into daily CRM operations.

By integrating Breeze Copilot, Breeze Agents, and Breeze Intelligence across your sales, marketing, and support teams, you create a unified approach to productivity and personalization. These tools reduce friction between departments while improving the customer journey at every stage.

To get the most value, it's essential to pair AI usage with thoughtful oversight, training, and performance monitoring. When implemented with care, Breeze AI doesn’t just streamline tasks—it supports long-term CRM excellence powered by meaningful, data-driven action.