Understand Breeze Intelligence (BETA)
Last updated: December 20, 2024
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Breeze Intelligence helps you maintain accurate and complete information in your CRM by enriching contact and company records with additional data. In this article, learn more about the key features of Breeze Intelligence, how the tools work, and how you can use them in your HubSpot account.
Learn more about using Breeze, HubSpot's AI tools.
Enrichment options
To get started using Breeze Intelligence, you can configure your settings to choose how records are enriched. The settings can be configured differently for contacts vs. companies and can all be turned on at the same time.
Please note: your account's enrichment options depend on your Breeze Intelligence credits pack.
- Manual enrichment: existing records can be manually enriched by Super Admins and users with Enrich records permissions. With manual enrichment, you can enrich records individually or in bulk.
- Automatic enrichment: new records are automatically enriched.
- Continuous enrichment: existing records are updated as new data becomes available. With this option, your data is automatically refreshed without using credits.
For example, in an account getting started with Breeze Intelligence, you could turn on all of the enrichment settings and perform an initial bulk manual enrichment of existing records. After the bulk enrichment, you could turn off manual enrichment to avoid users manually changing data, but keep on continuous enrichment to update records over time, and automatic enrichment to enrich new records as they're created.
Learn more about turning on enrichment settings.
Enrich records
Once your enrichment settings are configured, you can enrich records in the ways listed below. To view the contact and company data that can be enriched, refer to this list of properties.
- Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records.
- Bulk enrichment: enrich multiple contacts and companies from an object index page. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records.
- Intelligence tab: enrich an individual company record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab on company records.
Please note: prior to enriching records, it's recommended to test record eligibility for enrichment.
Use enriched data in HubSpot tools
The following are examples of how you can use enriched data in your HubSpot account:
- Evaluate buyer intent: the buyer intent tool (BETA), powered by Breeze Intelligence, helps you gain insight into the companies visiting your website so you can identify which companies to focus on.
- Shorten forms: with form shortening (BETA), when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched.
- Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles.
- Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively.
- Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.
- Refine workflows: use enriched data to trigger workflow enrollment.
Enrichment credits
Breeze Intelligence uses a credit-based billing system for enrichment. When getting started with Breeze Intelligence, it's recommended to start with the tier that matches your typical usage (i.e. the number of contacts and companies you create each month) and add credits as your needs grow.
Refer to this article for more information about credits and billing.
Legal compliance
To learn more about how Breeze Intelligence complies with global data protection laws:
- Navigate to the HubSpot Trust Center.
- Click Data Privacy FAQ.
- Click view View or download Download.
- Navigate to the HubSpot’s Enrichment Products section.
Please note: while these features live in HubSpot, your own legal team is the best resource to give you compliance advice tailored to your specific situation.
Frequently asked questions
Below, review common questions and answers related to Breeze Intelligence.
How does HubSpot source data for the Breeze Intelligence commercial dataset?
Breeze Intelligence combines data from public sources, third-party vendors, and from across the Internet to create the most comprehensive, enriched profile for contacts and companies in your account.
Does HubSpot use AI to enrich the data?
HubSpot’s large language models and AI extract, normalize, and categorize data we collect to create up-to-date company and buyer profiles. Then, humans verify the accuracy of the AI models and improve them over time. For more information about HubSpot AI models and how we train models, see the AI Trust FAQs.
What data does Hubspot collect and save from accounts that use Breeze Intelligence?
HubSpot collects and saves different data types from accounts for buyer intent, data enrichment, and form shortening. HubSpot collects and saves the following data points:
- Buyer Intent: Company domain, online identifiers (including VIDs and IP addresses), timestamp of the website visit, and URL path for the visit. See here for more information about the HubSpot tracking code and the data HubSpot collects.
- Contact Enrichment: business email addresses you've submitted to HubSpot for enrichment.
- Company Enrichment: company domain names you've submitted to HubSpot for enrichment.
- Form Shortening: HubSpot doesn't collect or save data from your use of form shortening.
How will HubSpot use data we collect from accounts via Breeze Intelligence?
HubSpot will use the data points listed above to both provide enrichment product features and improve products and services, including enhancing the Breeze Intelligence commercial dataset. HubSpot won’t share the data listed above with other accounts. Learn more about the Product Specific Terms that apply to Breeze Intelligence.
How does Breeze Intelligence verify the quality and accuracy of its data?
Breeze Intelligence dynamically weighs and scores its sources to choose the most reliable data for each property.
When a company or contact record is created, data undergoes a series of checks to verify accuracy and freshness regularly. A human quality assurance team of specialists will also review the data for consistency and accuracy.
Will my data be overwritten?
No, existing data is preserved unless you choose to overwrite it during manual enrichment.
Are there any restrictions or limitations on what I can or can't do with enriched data?
When using enriched data, you must comply with HubSpot’s Terms of Service, which include obligations to comply with all laws and regulations that apply to your use of the enriched data. Such obligations include providing notices and opt-out mechanisms and collecting consents and permissions to collect, use, and share with HubSpot personal data.
What happens to my CRM records if a contact requests removal from the Breeze Intelligence commercial dataset?
If a contact in your CRM reached out to HubSpot and requested that HubSpot delete their data from the commercial dataset, that CRM contact will have a property label enrichment opt out. Super admins, or users assigned to handle data subject requests, will also receive a notification. Learn how to manage data requests.
Users can keep enriched data if they’ve established their own separate, independent legal basis for keeping such data (e.g., you received data about the contact during your direct interactions with them). Otherwise, such information should be deleted from the CRM.