HubSpot Breeze Copilot

What is the HubSpot Breeze Copilot?

The HubSpot Breeze Copilot is the conversational generative artificial intelligence assistant natively integrated across the entire HubSpot CRM suite of tools. Launched in 2024 (as part of the company's AI rebranding under the "Breeze" name), the Copilot acts as an interactive sidebar helping marketing, sales, and customer service professionals perform complex tasks in the database and generate materials quickly, without having to navigate complex menus and spreadsheets.

How it works

The Breeze Copilot is accessed directly in the corner of the HubSpot screen. Instead of filling out forms manually or searching records by clicking screen-to-screen, the user sends instructions via chat in natural language (e.g., "Search for information about Tolky and add their website to the record"). The AI accesses HubSpot CRM's internal APIs, executes the action, and updates the data in real-time. Likewise, it can analyze a lead's email history to suggest replies or draft entire campaigns for the HubSpot Marketing Hub.

Key features

• Conversational Record Updating: Create contacts, edit deals, and add notes to the CRM by chatting with the AI.
• Sales Intelligence (Prospect Research): Automated search of public company data on the web to enrich CRM lead profiles.
• Assisted Content Writing: Rapid creation of sales emails, social media posts, and blog post drafts within the HubSpot blog.
• Deal Summaries: Quick analysis of customer interaction history to show the seller the current status of the negotiation.
• Next Steps Suggestion (Next Actions): AI that monitors account inactivity and recommends tasks (such as calling or sending a follow-up email).

Available integrations

As a core tool of the HubSpot ecosystem, the Breeze Copilot works in synergy with all the brand's Hubs: Sales Hub, Marketing Hub, Service Hub, Content Hub, and Operations Hub, as well as imported data from connected Gmail or Outlook accounts.

Who it is for

• Sales professionals (SDRs and AEs) using HubSpot who want to reduce time spent on manual administrative data entry.
• Marketing teams who need to generate quick variations of campaign emails and social media posts.
• HubSpot CRM Administrators looking to optimize platform data quality and enrichment.

Real use cases

1. Quick Call Preparation: A sales representative opens a deal card before a meeting and asks Breeze Copilot: "Summarize our last interaction with this customer." The AI presents the topics and objections discussed in the last recorded call.
2. Lead Enrichment: Upon receiving a new lead from an unknown company, the AI searches the web for revenue, industry, and employee count data, instantly updating the CRM fields for qualification.

Pricing

Pros and cons

Pros:

• Deep integration that actually understands the CRM's contact and deal data structure.
• Saves hours of daily administrative work for salespeople.
• Intuitive and very easy-to-use conversational interface.

Cons:

• Only available for HubSpot users (requires subscribing to the CRM platform).
• Some automatic company data suggestions may require double-checking if public information is scarce.

Alternatives to the HubSpot Breeze Copilot

Key CRM-integrated sales copilot alternatives are:

• Salesforce Einstein: The robust AI from market leader Salesforce with deep predictive analytics.
• Microsoft Dynamics 365 Copilot: AI assistant integrated into Microsoft's business and sales ecosystem.
• Gong Engage: Focused on call intelligence and automatic email engagement with AI.