What is Breeze?
- Breeze is a Ai tool built directly into Hubspot, so you can engage with it as you are performing tasks within the CRM.
What are the Benefits of Using Breeze?
- Save time on high-frequence tasks
- No new login required
- Embedded inside Hubspot
As you continue to use the tool (and give it feedback), it will learn more about your voice, sales style, and repeated tasks.
Where does Breeze Live?
All around. It is in all the tools you already use. You can click the Breeze Assistant at any time and it will ingest the info of the page you are on. Think of it like a chat bot.
Day to Day Ways to Use Breeze:
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Emails
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Meetings
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Deals
Sales Emails:
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Breeze helps you quickly generate personalized, relevant emails based on CRM data, previous interactions, and deal context. It reduces time spent writing while improving quality and consistency.
When to use it:
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Follow-ups after calls or meetings
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Prospecting outreach
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Re-engaging cold leads
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Proposal and next-step emails
Quick Reminder:
You are only as good as your prompt. Here is quick and easy formula to follow for the best quality output. Keep in mind the more information you feed it, the smarter it becomes.
You are only as good as your prompt. Here is quick and easy formula to follow for the best quality output. Keep in mind the more information you feed it, the smarter it becomes.
If you want to make adjustments, here are some easy shortcuts you can use to guide Breeze in the right direction and get it used to your writing style.
Drafting sales emails and follow ups:
When you are in a contact record, just simply click on the assistant button in the right hand corner and put in your prompt. Using our formula above, here is an example:
I would like to use the prompt details above and show where this exists in the example below. Like maybe color coded. Let me know if you want to chat about this.
It's critical to review each output before sending, especially in the beginning. Breeze is still understanding your tone and unique voice.
Use some of the command shortcuts to tweak your message before sending. For example:
Prospecting Outreach:
You can build a message template that can be used in 1:1 communication or re-used over and over again.
Note: These are similar to sequences, but sequences are automated and include a series of touches and tasks. Sequences are built for scale.
Once you navigate to message templates, you can build one from scratch or browse the template library. The library has some decent versions to get you started, organized by type of email.
If you would like to build from scratch, just select generate with AI and fill out the prompts:
Here is the Output. Remember, you can re-generate until you find a version you like.
It helps to give it direction using those commands that we covered. Once you have a version you like,
you can copy and past this directly into the contact record via email.
Re-engage Cold Leads:
Breeze helps revive stalled conversations by reframing the message, adding value, or introducing new angles.
Just follow the same steps as Prospecting, but include specific notes in the prompt like:
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“Re-engagement email for a prospect who went cold after a proposal. Keep it casual, acknowledge timing, and offer a new idea.”
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“Follow-up to a business owner who hasn’t responded in 30 days. Introduce a new strategy using data and audience targeting.”
Effective Angles to Use
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“New idea” approach
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“Quick win” or audit offer
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“Market insight” (what competitors are doing)
- Light humor (tasteful, not overdone)
Example Structure
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Acknowledge gap: “Timing might not have been right…”
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Add value: “Wanted to share a quick idea…”
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CTA: “Open to revisiting?”
Pro Tips
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Change the angle—don’t resend the same message
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Use subject lines like: “Quick idea,” “Worth revisiting?” or “Saw this and thought of you”
Next-Step Emails:
Breeze helps revive stalled conversations by reframing the message, adding value, or introducing new angles.
How to Use It
- Log call or meeting notes in HubSpot
- Click Summarize with Breeze
- Copy key points
- Use Breeze (via Templates) to generate a follow-up email
Prompt Examples:
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“Write a follow-up email after a discovery call. Include recap, agreed priorities, and next steps to move forward.”
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“Post-demo follow-up summarizing ROI, key benefits, and scheduling next meeting.”
Meetings
Breeze helps you prepare for meetings, summarize discussions, and outline next steps. It ensures nothing falls through the cracks and improves follow-up quality.
When to Use It
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Before a discovery or sales call
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After a meeting for recap and follow-up
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For internal alignment and notes
Before a Sales Call:
Navigate to the contacts record and enter in a prompt like:
After a meeting or follow up:
- Open the meeting activity in HubSpot
- Click Summarize with Breeze
- Review the generated summary
- Copy key points into your notes or CRM fields
- Use Breeze to draft a follow-up email directly from the summary
Important Tip:
In order to use Breeze for follow up emails, you must log the meeting in the record. Ideally you would also add in notes from the meeting, so Breeze can grab that info and summarize into an email. If you do not add notes, Breeze will rely on the limited data it has within the CRM.
In order to use Breeze for follow up emails, you must log the meeting in the record. Ideally you would also add in notes from the meeting, so Breeze can grab that info and summarize into an email. If you do not add notes, Breeze will rely on the limited data it has within the CRM.
Internal Alignment:
If you want to quickly share information on an account with your managers or even just refresh your memory on where you are at in the process with a prospect, you can ask Breeze to help you. Here is an example prompt:
Calls
Breeze can analyze call transcripts, summarize conversations, and highlight key insights like objections, next steps, and customer intent.
When to Use It
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After sales calls
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For coaching and training
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To identify trends in objections or needs
Step-by-Step: Using Breeze for Calls
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Navigate to a logged call in HubSpot
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Open the call recording or transcript
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Click Analyze or Summarize with Breeze
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Review key outputs:
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Summary of the conversation
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Key pain points
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Objections
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Next steps
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Save insights to the contact or deal record
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Use Breeze to draft a follow-up email based on the call
Pro Tips
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Focus on extracting next steps and decision criteria
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Use insights to update deal stages accurately
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Share summaries with managers for coaching
Deals
Breeze helps manage and progress deals by summarizing activity, identifying risks, and suggesting next actions. It keeps your pipeline clean and actionable.
When to Use It
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Managing active opportunities
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Preparing pipeline reviews
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Identifying stalled deals
Here is an example:
Pro Tips
- Use Breeze before pipeline meetings for quick summaries
- Pay attention to risk signals (no recent activity, missing stakeholders)
- Always align next steps with a clear timeline
Let's Practice:
- Draft or re-write an email using AI
- Use Breeze to prep for a meeting
- Ask Hubspot to summarize a deal
Additional Resources: