Connect apps to Breeze Assistant

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

• Review the requirements to use Breeze Assistant.
• You must have an account for each third-party app that you want to connect.
• Only supported apps can be connected to Breeze Assistant.
• Each app supports a different set of actions.
• Apps that you've already connected through Agent Builder are available in Breeze Assistant and don't need to be connected again.

Supported apps

Breeze Assistant currently supports connections for the following apps:

• Amplitude
• Atlassian
• Asana
• Box
• Canva
• Fathom
• G2
• Gmail
• Gong
• Google Calendar
• Google Chat
• Google Drive
• Linear
• Notion
• Slack
• Xero

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.

1. In the top navigation bar in your HubSpot account, click breezeSingleStarIcon Breeze Assistant.
2. Click +, then navigate to Connectors > + Add connector. 

3. On the app that you want to connect, click Connect.
4. Sign in to your account for the app that you’re connecting.
5. Review the permissions required by the app. Then click Allow.
6. After the app is connected, click X in the top right to return to Breeze Assistant.

Use connectors in Breeze Assistant

After connecting an app, ask Breeze Assistant to retrieve information or complete actions in that app.

1. In the top navigation bar, click breezeSingleStarIcon Breeze Assistant.
2. Enter your prompt. For example, you can: 

• • 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.

3. Click the breezeSendIcon send icon in the bottom right. 
4. The responses and actions available in Breeze Assistant depend on the connected app.

5. 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:

1. In the top navigation bar, click breezeSingleStarIcon Breeze Assistant.
2. Click +, then navigate to Connectors > Manage connectors.
3. On the connected app card, click Manage.
4. In the Overview section, review the available actions and example requests.

To disconnect an app that you no longer want Breeze Assistant to access:

1. In the top navigation bar, click breezeSingleStarIcon Breeze Assistant.
2. Click +, then navigate to Connectors > Manage connectors.
3. On the connected app card, click Manage.
4. In the top right, click Actions, then select Uninstall [app name].
5. In the dialog box, enter the required text in the text field.
6. Then click Uninstall.
   

Configure connector permissions

For each connected app, configure which tools Breeze Assistant can use. You can manage individual tool permissions or apply the same permissions to all tools. 

To configure tool permissions:

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click the app for which you want to manage tool permissions. 
3. Click the Settings tab. 
4. Review the available read-only and write tools the app has access to.
5. To view details about a specific tool, click the right arrow to expand the section and see more information about its permissions.
6. For each tool, select the permission that determines when Breeze Assistant can use it: 

• • Always allow: the tool can be used without requiring confirmation.
  • Ask permission: you'll be prompted to authorize access each time the tool is used.
  • Never allow: the tool won't be available for use.

7. To update permissions for multiple tools at once, click the dropdown menu in the top right of the Read-only and Write sections and select a permission for all read tools or all write tools.