Breeze Assistant lets you connect supported third-party apps so you can retrieve information and complete supported actions across those apps without leaving HubSpot. Connecting apps expands what Breeze Assistant can access, allowing you to get insights and complete tasks within Breeze Assistant.
For example, after connecting Asana, you can ask Breeze Assistant to check your open tasks or review the status of a project. After connecting Notion, you can ask Breeze Assistant to draft content using information from your HubSpot account.
Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.
Before you get started
Before you begin connecting apps to Breeze Assistant, review the following requirements and considerations.
Supported apps
Breeze Assistant currently supports connections for the following apps:
Connect an app to Breeze Assistant
To use apps with Breeze Assistant, first connect the apps that you want to access. After the connection is complete, you can ask Breeze Assistant to retrieve information or perform supported actions using those apps.
- In the top navigation bar in your HubSpot account, click breezeSingleStarIcon Assistant.
- Click +, then navigate to Connectors > Manage.
- On the app that you want to connect, click Connect.
- Sign in to your account for the app that you’re connecting.
- Review the permissions required by the app. Then click Allow.
- After the app is connected, you’ll be redirected back to Breeze Assistant.
Use connectors in Breeze Assistant
After connecting an app, ask Breeze Assistant to retrieve information or complete actions in that app.
- In the top navigation bar, click breezeSingleStarIcon Assistant.
- Enter your prompt. For example, you can:
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- Check your open Asana tasks.
- Summarize product usage data from Amplitude.
- Create a Notion draft using information from a HubSpot record.
- Find buyer intent information from G2.
- Click the breezeSendIcon send icon in the bottom right.
- The responses and actions available in Breeze Assistant depend on the connected app.
- When you ask Breeze Assistant to create or edit data in a connected app, you’ll be prompted to grant the required access permissions.
If your prompt includes actions in an app that isn’t connected to your HubSpot account, Breeze Assistant lets you know that the app isn’t connected and provides instructions for connecting it.
Manage connectors in Breeze Assistant
To review the available actions for a connected app:
- In the top navigation bar, click breezeSingleStarIcon Assistant.
- Click +, then navigate to Connectors > Manage.
- On the connected app card, click Manage.
- In the Overview section, review the available actions and example requests.
To disconnect an app that you no longer want Breeze Assistant to access:
- In the top navigation bar, click breezeSingleStarIcon Assistant.
- Click +, then navigate to Connectors > Manage.
- On the connected app card, click Manage.
- In the top right, click Actions > Uninstall [app name].
- In the dialog box, enter the required text in the text field.
- Then click Uninstall.
Integrations
BETA