Welcome to Hubspot Training

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?

 

Day to Day Ways to Use Breeze: 

• Emails
• Meetings
• Deals 
• Saved Prompts

Sales Emails: 

• 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:

• Follow-ups after calls or meetings 
• Prospecting outreach 
• Re-engaging cold leads 
• Proposal and next-step emails 

Drafting sales emails and follow ups:

Prospecting Outreach:

Re-engage Cold Leads:

• “Re-engagement email for a prospect who went cold after a proposal. Keep it casual, acknowledge timing, and offer a new idea.”
• “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

• “New idea” approach
• “Quick win” or audit offer
• “Market insight” (what competitors are doing)
• Light humor (tasteful, not overdone) 

Example Structure 

• Acknowledge gap: “Timing might not have been right…” 
• Add value: “Wanted to share a quick idea…” 
• CTA: “Open to revisiting?” 

Pro Tips

• Change the angle—don’t resend the same message
• Use subject lines like: “Quick idea,” “Worth revisiting?” or “Saw this and thought of you”

Next-Step Emails:

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:

• “Write a follow-up email after a discovery call. Include recap, agreed priorities, and next steps to move forward.”
• “Post-demo follow-up summarizing ROI, key benefits, and scheduling next meeting.” 

Meetings

When to Use It

• Before a discovery or sales call
• After a meeting for recap and follow-up
• 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 

Internal Alignment:

Calls

When to Use It

• After sales calls
• For coaching and training
• To identify trends in objections or needs

Step-by-Step: Using Breeze for Calls

• Navigate to a logged call in HubSpot
• Open the call recording or transcript
• Click Analyze or Summarize with Breeze
• Review key outputs:
  • Summary of the conversation
  • Key pain points
  • Objections
  • Next steps
• Save insights to the contact or deal record
• Use Breeze to draft a follow-up email based on the call

• Focus on extracting next steps and decision criteria
• Use insights to update deal stages accurately
• 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

• Managing active opportunities
• Preparing pipeline reviews
• Identifying stalled deals

Here is an example: 

• 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:

• HubSpot Community - Breeze Library - HubSpot Community
•  HubSpot Community - Prompting made easy with Breeze Copilot – Sample Prompts - HubSpot Community
• Use Breeze Assistant

Breeze Assistant includes a built-in Prompts Library that lets you save frequently used prompts, browse pre-built prompt templates, and access shared prompts from your team. Instead of retyping effective prompts each time, you can save them as favorites and reuse them in one click.

Saving a Prompt as a Favorite

1. In the top navigation bar, click Breeze Assistant in the top right.
2. Type your prompt and click the send icon to submit it.
3. Once the prompt appears in the chat, hover over your message.
4. Click the star icon (favorite) that appears on the message.
5. The prompt is now saved to your Prompts Library for future use.

Tip: Write your prompts clearly and specifically before saving them — the exact text you used will be stored as-is for reuse later.

Accessing the Prompts Library

1. In the top navigation bar, click Breeze Assistant in the top right.
2. Click the menu icon (three vertical dots) in the top right corner of the Breeze Assistant panel.
3. Select Prompt library (also referred to as Prompts in some views).
4. Browse available prompts across the following tabs:
• My Prompts — Your personally saved/favorited prompts.
• Shared Prompts (Beta) — Prompts shared by teammates across your HubSpot portal.
• Templates — HubSpot's pre-built prompt suggestions organized by category.
5. Click the name of a prompt to load it into the input field.
6. Edit the prompt text if needed, then click the send icon to submit.

You can also access saved prompts quickly by clicking the bookmark icon (Saved Prompts) in the Breeze Assistant input area.

Using Prompt Templates

HubSpot provides categorized prompt suggestions to help you discover what Breeze Assistant can do. These are accessible via suggestion buttons below the text input area.

• Summarize — Condense records, activities, reports, or survey responses.
• Create — Generate content such as emails, blog posts, workflows, or images.
• How do I — Get guidance on how to complete tasks in HubSpot.
• Prepare — Prepare for upcoming meetings (requires a connected calendar).

Click any of these category buttons to see relevant prompt suggestions, then select one to load it into the chat.

Organizing Saved Prompts with Tags

You can organize your saved prompts using tags to keep them easy to find as your library grows.

• Customer Success
• Marketing
• Sales
• Support

You can also assign saved prompts to specific assistants, or make them available across all assistants in your account.

Using @Mentions in Prompts

1. In the Breeze Assistant input field, type @ (or click the @ icon).
2. Search for a CRM record by name (contacts, companies, deals, etc.).
3. Use the object type filter to narrow results.
4. Select the record to insert it into your prompt.

This is especially useful for saved prompts that include object placeholders — when you reuse the prompt, clicking the placeholder triggers a CRM search so you can quickly swap in the relevant record.

Deleting a Saved Prompt

1. Open the Prompts Library by clicking the menu icon in Breeze Assistant and selecting Prompts.
2. Locate the saved prompt you want to remove.
3. Click the menu icon (three vertical dots) next to the prompt.
4. Select Delete.

In the confirmation dialog, click Delete prompt. 

Quick Reference 

Best Practices 

• Be specific — The more detail you include in a prompt, the better the output. Include context about your audience, desired tone, and format.
• One task per prompt — Ask Breeze Assistant to do one thing at a time for the best results. For example, summarize a contact first, then ask it to draft a follow-up email in a second prompt.
• Build on context — Breeze Assistant remembers the full conversation within a chat session. Start with a broad prompt (like summarizing a company) and then follow up with more targeted requests.
• Start fresh regularly — Begin a new chat when switching topics so Breeze Assistant isn't influenced by unrelated earlier messages.

Leverage the Prompt Library — Browse the templates and shared prompts before writing from scratch. They're a great way to discover capabilities you might not know about. 

• HubSpot Community - Breeze Library - HubSpot Community
•  HubSpot Community - Prompting made easy with Breeze Copilot – Sample Prompts - HubSpot Community
• Use Breeze Assistant

The HubSpot Sales add-in for Outlook allows you to log emails to your CRM, track when recipients open your messages, and access HubSpot tools — all without leaving your inbox. This guide walks through how to use the add-in when composing emails in Outlook.

Open Outlook and click New mail to compose a message.
In the toolbar ribbon, locate the HubSpot Sales sprocket icon. Hovering over it displays the tooltip: "Organize leads, track email opens and clicks, and send email templates all in one place."
Click the icon to open the HubSpot Sales side panel on the right.

HubSpot Sales Side Panel

Once the panel is open, you'll see several sections:

Message Tools

At the top of the panel, two checkboxes control what happens when you send an email:

• Track email opens and clicks — When enabled, you'll receive notifications when the recipient opens your email or clicks a link.
• Log — When enabled (indicated by a checkmark and a count like Log 4/9), the email will be saved to the contact's record in HubSpot CRM. The count reflects how many of your recent emails have been logged out of total sent.

Quick-Access Tools

Below the checkboxes, the panel provides shortcuts to key HubSpot features:

• Templates — Insert pre-built email templates.
• Sequences — Enroll the contact in an automated email sequence.
• Documents — Attach tracked documents to your email.
• Meetings — Insert a meeting scheduling link.
• Snippets — Insert reusable text blocks.
• Write an email for me — Use HubSpot's AI to draft email content.

Contact Profile

When you add a recipient in the To field, the Contact Profile section automatically populates with the contact's information pulled from HubSpot CRM, including their name, email, and company. From this section you can:

• Click Open in CRM to jump directly to their full contact record in HubSpot.
• Click View contact to see a summary of their profile.

Additional Sections

• Recent activity — Click View activity feed to see recent interactions with the contact.
• Tasks due this week — Displays any upcoming tasks associated with the contact.

When logging is enabled and you add a recipient, HubSpot automatically inserts a unique BCC address into your email. This address follows the format:

For example: 43534472@bcc.hubspot.com

When you send the email, a copy is sent to this BCC address, which tells HubSpot to log the email to the contact's CRM record. The recipient does not see this BCC address.

Configuring Log and Track Settings

• Log email — Toggle on (green) to log emails to the CRM by default.
• Track email — Toggle on to track opens and clicks by default.

These defaults apply every time you compose a new email. You can still override them per-message using the checkboxes in the side panel.

Default Email Associations

Control how logged emails are associated with CRM records:

• Create new contacts — When checked, if the recipient doesn't exist in HubSpot, a new contact record is created automatically.
• Hide suggested associations — When checked, hides HubSpot's automatic association suggestions.
• Manage Other Default Associations — Opens additional settings for associating emails with companies, deals, or tickets.

Never Log List

Emails sent to addresses on this list will never be saved to your CRM, even if logging is enabled. This is useful for excluding internal domains or third-party services. You can add domains or specific addresses using the search bar and Add button. The list supports pagination if you have many entries.

The full settings page (accessible via the gear icon in the panel) includes:

• Log and track settings — Configure default logging/tracking behavior.
• Email integration settings — Manage your inbox connection with HubSpot (opens in browser).
• Help & troubleshooting — Access support resources.
• Run the HubSpot Sales add-in tour — Replay the guided onboarding tour.
• Customer Terms of Service — View HubSpot's terms.
• Remove the HubSpot Sales Add-in — Uninstall the add-in.
• Submit Feedback — Send feedback to HubSpot.

The settings page also displays your Connected inbox (confirming your email is linked) and your HubSpot account details, including the account domain, email, Account ID, and subscription tier (e.g., Sales Enterprise).

You can pin the HubSpot Sales panel so it remains visible while you work, or unpin it to free up screen space. Use the pin/unpin icon in the top-right corner of the panel. When pinned, the panel stays open as you navigate between emails.

Quick Reference