Access every custom agent your team builds directly in Breeze Assistant, right where you already work.
All updates (134)
Access every custom agent your team builds directly in Breeze Assistant, right where you already work.
Breeze Assistant now connects to tools like Gong, G2, and Asana, so you can retrieve insights, take action, and coordinate across your stack without leaving HubSpot.
Talk to Breeze Assistant instead of typing. Get answers, update records, and move work forward hands-free on mobile. Now in public beta.
Share artifacts with teammates and access it all in one central place.
Share proposals, reports, and pages as password-protected links in a few clicks — revocable anytime.
Schedule any Breeze Assistant prompt to run on a recurring basis and get the result in your chat when it's ready, no need to be online.
Get a prioritized view of what needs to happen each day, with clear next steps one tap away.
Search CRM records or ask Breeze Assistant a question from one entry point, with less friction and faster answers on mobile.
Draft, refine, and reply to emails in Gmail with Breeze Assistant using your HubSpot context, all in one place.
A redesigned home to manage all your agents, so you can see what's working, what's possible, and act on it fast.
Build custom agents and agentic workflows with the help of Breeze Assistant, now with the ability to turn existing workflows into agentic workflows with a single click.
View and manage what HubSpot knows about your business in one place, so every team and agent works from the same shared context.
Explore Data Agent with live CRM records and prebuilt scenarios—free to try, with no setup required.
Ask one question and get answers from your full CRM, without choosing any properties or activities first.
Automatically track custom signals when companies show intent, meet lifecycle rules, or enter workflows.
Catch more job changes across tracked companies with added UserGems signals in your existing workflows.
Spot surging accounts earlier with Bombora research topic signals in your current tracking and workflows.
Spot major company changes faster with 20 new Buyer Intent signals you can filter, segment, and automate.
Catch churn earlier. Surface signals from customer emails, calls, and notes before it's too late.
Build custom buyer intent signals in plain language and use them across segments, workflows, and scoring.
Track record changes in real time without refreshing your page.
Get full CRM context in your inbox and act on notifications without logging in.
Run onboarding, launches, and more in your CRM with full customer context, so teams and agents spend less time managing work and get better outcomes. Now in public beta.
Personalize your sidebar with the tools and groupings that matter most to you. Now in public beta.
Custom reports load 10x faster in dashboards
Move through CRM records in fewer clicks with cleaner table and board views on the redesigned index page.
Get more done in CRM with a faster, cleaner record experience built for how you work. Now in private beta.
Manage the right records without building lists or reports, right in your CRM view.
Improve data quality faster with automated health checks and recommended fixes.
Filter directly on column headers to find the records you need faster.
Get to the right CRM record faster. Notifications now take you directly to the mention.
Organize tasks your way with custom stages, multiple views, and built-in filters.
Surface the properties your team uses the most with a customizable title card on every CRM record. Now in public beta.
Manage your entire CRM data model, including objects, properties, and associations, in one place.
Build demand with a reimagined Marketing Studio. Work with Breeze Assistant to plan and build campaigns from real-time insights in one workspace, so each move makes the next one smarter. Now in public beta.
Campaign Agent turns a goal or insight into a fully connected campaign plan, with the right channels, message, and assets built around one objective. Now in public beta.
Content Agent researches before it writes. It pulls your brand voice, audience data, and competitive landscape, then generates blog posts, LinkedIn content, and landing pages grounded in your business. Now in public beta.
Personalize every nurture email with CRM data, engagement signals, and live research. Now in public beta.
Connect ChatGPT Ads to HubSpot to create campaigns, measure attributed contacts and deals, and report on performance alongside every other channel. Now in public beta.
Track Microsoft campaign performance, contact attribution, and deal ROI alongside all your other ad channels, within HubSpot.
Connect your Reddit Ads account to HubSpot to track campaign performance, attribute contacts and deals, and trigger workflows when contacts engage with your ads. Now in public beta.
Run multiple automated journeys inside one campaign workspace, with reporting that shows what's actually converting—all from Marketing Studio. Now in public beta.
Create campaigns and analyze revenue attribution across your marketing assets, directly from Claude
Run WhatsApp campaigns in HubSpot with built-in templates, audience sending, and journey building in one place. Now in public beta.
Combine multiple clips on a single timeline, edit each independently, and apply branding or captions across the whole project automatically.
Launch pages with pixel-perfect drag and drop, flexible styles, and Breeze Assistant as your building partner. Now in public beta.
See your scoring rules in a clear summary, then switch to edit mode when you’re ready to make changes.
Share one asset across multiple campaigns without losing revenue attribution.
See every lead from your ads in one place, with sync status and guided error resolution so nothing slips through. Now in public beta.
View and apply Google's ad recommendations directly in HubSpot, no tool-switching required. Now in public beta.
Automatically kick off any HubSpot workflow the moment a social post publishes, so your team gets notified and follow-up actions trigger immediately. Now in public beta.
Discover the lead scoring rules most likely to drive conversion, and build a better score in minutes.
Tag up to three collaborators to expand your Instagram reach, and schedule and publish it all directly from HubSpot.
Tag social posts with custom properties like content theme or campaign type, then filter and report to see which categories drive the most engagement.
Describe the video you want and get a ready-to-use script in seconds, with a built-in teleprompter so you can deliver it on camera without looking away.
Generate images in HubSpot with better prompt accuracy, readable text, and detail-preserving edits, powered by OpenAI's latest model.
Keep deals moving between conversations with recommended next steps, CRM updates, and inbox follow-ups. Now in public beta.
Keep deals moving with shared plans that align sellers and buyers on key milestones, owners, and deadlines. Now in public beta.
Prepare for and capture customer conversations, review suggested follow-ups, and keep deal records up to date after every interaction.
Source contacts on demand from top data providers, send emails that improve with every rep edit, and match your brand voice to every prospecting play.
Use Breeze Assistant to build buying groups faster, map stakeholders, and spot deal risk early. Now in public beta.
Capture in-person meetings in one tap, then review transcripts, summaries, and follow-up actions. Now in public beta.
See all your past and upcoming meetings in one HubSpot calendar, and update meeting outcomes faster.
Set and update goals faster with clearer actions, preserved targets, and simpler bulk edits.
Get paid faster with personalized outreach plans for every open invoice, adapting to every reply. Now in public beta.
Keep every contract, amendment, and billing detail in one place, and create contracts in HubSpot without quotes or workarounds. Now in public beta.
Quote accurately and close faster with standard prices for every market, segment, and deal type.
Customer Agent automatically sends the right payment link the moment a buyer is ready to purchase.
Let Customer Agent find invoices, explain charges, and share secure payment links right in the conversation.
Protect quote accuracy with rules for products, pricing, discounts, and quantities — so reps can close with confidence.
Create and manage payment links through APIs to automate checkout flows and support dynamic carts.
Automatically deliver a consistent brand experience across every quote touchpoint.
Close high-value deals faster with buy now, pay later payment options at checkout. Available in the US and Canada only.
Bridge cash flow gaps with pre-qualified working capital in HubSpot and get funding in 1–2 business days.
Manage payments in Data Model Builder and define labeled associations across your CRM for more structured, scalable revenue data.
Ask Breeze Assistant for trusted revenue answers, from booked MRR to renewals at risk. Now in public beta.
Give buyers a secure portal to view invoices and subscriptions, update payment methods, and pay bills.
Move active contracts into Revenue Hub without disrupting billing or losing revenue history.
Send invoices from HubSpot with your connected Stripe account in Belgium and Germany. Now in private beta.
Make data-driven revenue decisions with contract-based reports for MRR, TCV, NRR, and GRR.
Test Customer Agent against real customer questions before go-live, then coach it from the results.
Spot where Customer Agent struggles most and get a prioritized list of fixes to improve performance.
Let Customer Agent answer customer calls by voice and hand off to a rep when needed. Now in public beta.
Find knowledge gaps faster with an agent that suggests new articles and flags outdated content. Now in public beta.
See which Customer Agent topics are performing and which need attention, with everything organized automatically.
See the Customer Agent metrics that matter most and report on performance with clarity and confidence.
Set up Customer Agent faster with a searchable library of pre-built actions for common tools.
Set clear guidelines so Customer Agent knows exactly when to hand conversations to a human rep.
Let Customer Agent automatically adapt to each segment, so every audience gets a more tailored experience.
Turn resolved tickets into draft knowledge for your Customer Agent, then review and approve what it uses.
Set up Customer Agent faster with a guided flow that uses your HubSpot context and past conversations.
Control which contacts Customer Agent responds to on email using your existing HubSpot lists and filters.
Let Customer Agent automatically reply to form submissions so every inquiry gets a response.
Deploy Customer Agent in the right places with recommendations based on your conversation volume and SLA data.
Reduce wait times by routing conversations to Customer Agent when human agents are unavailable.
Review the sources and reasoning behind each Customer Agent reply in Help Desk to coach and improve answers faster.
Test Customer Agent responses as you edit, with the tester staying with you on every page.
Resolve routine support issues faster by assigning conversations to Customer Agent from Help Desk or Inbox.
See where every Customer Agent ticket stands and which ones need human attention, all in Help Desk.
Stop out-of-office replies from reopening resolved Help Desk tickets and define what counts as a real customer follow-up.
Keep tickets moving even when agents are at capacity. Help Desk prioritizes and assigns automatically as space opens up. Now in public beta.
Put live chat front and center on your site so more visitors notice it and start conversations sooner.
Route IVR calls in a set order so the right rep picks up instead of whoever answers first.
Ask Breeze Assistant about your full HubSpot conversation history across email, chat, and calls.
Get full conversation context across chat, email, SMS, WhatsApp, and Messenger in Claude or MCP tools.
Track gross and net revenue retention, renewal pipeline, and book of business value with ready-made reports built for customer success teams.
Define what active product use looks like for each of your customers and track adoption across your entire book of business.
Support customers over SMS in Help Desk. Now in public beta.
Summarize columns, fill data gaps, and roll up one-to-many relationships directly in the data studio builder Now in public beta.
Set rules to automatically determine which record becomes the primary during a merge, with the option to override specific properties from secondary records when needed. Now in public beta.
Add the properties that matter most to your duplicate review process directly to the duplicates table, so you can make merge decisions at a glance
Connect Snowflake data directly to your HubSpot CRM, and use new sync monitoring and health features. Now in public beta.
Catch and resolve significantly more duplicate pairs per object with an upgraded manage duplicates tool, built for larger portals.
Bring a Google Sheets file into HubSpot as a data source, preview it before committing, then use it to build segments, trigger workflows, and pull into reports.
Integrate Google BigQuery with HubSpot with bi-directional sync. Now in public beta.
Export CRM objects, events, and associations directly to your S3 bucket on a custom schedule, with full control over what gets synced and visibility into sync health. Now in public beta.
Merge with confidence after previewing exactly how duplicate records will be combined.
Push JSON data into Data Studio in real-time, and then activate your data in segments, workflows, reports, and your CRM. Now in public beta.
Use built-in guidance to build more effective duplicate detection rules. Now in public beta.
Filter your duplicates table by similarity score to see how closely matched each pair is.
Access your HubSpot customer data and get instant answers right inside Claude, ChatGPT, Copilot, and Gemini.
Browse pre-built workflow templates and customize them to fit your processes.
Explore and install new marketplace apps, including Google Drive, Microsoft SharePoint & OneDrive, and Epic, to extend HubSpot across your business.
Dig into the latest updates from Eventbrite, Shopify, Zoom, and more.
Find the right HubSpot partner faster with a redesigned Solutions Directory that makes it simpler to discover, compare, and connect.
Get a monthly email digest of what's changed with your connected apps, so you stay informed without having to go looking. Now in public beta.
Build more secure, automated, and agent-driven apps with runtime permissions scoping, modernized API credentials, and better developer controls built in.
Automate repetitive, bulk, and scheduled work by connecting HubSpot's data and intelligence to the AI tools you already use. Now in public beta.
Give agents read and write access across landing pages, campaigns, quotes, custom objects, workflows, and more — with the same functionality available in connectors.
Get more ways for agents and humans to work across HubSpot with new functionality and updated APIs.
Give admins centralized, granular control over data access, app permissions, and user visibility, so they can adopt apps and AI with confidence.
Get aggregated HubSpot CRM data with simple SQL queries for reporting and analysis. Now in private beta.
Build standalone apps with your HubSpot data in Lovable — no code, no backend, secure from day one. Now in public beta.
Get clients up and running faster by moving partner assets into customer accounts with less work. Now in public beta.