Use Breeze Assistant in Slack

Last updated: April 23, 2026

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Use Breeze Assistant in Slack to interact with your HubSpot data directly from your Slack conversations. By mentioning Breeze in a Slack thread, you can summarize CRM records, create tasks and notes, prepare for meetings, and summarize Slack threads using natural language. This helps you access HubSpot CRM information directly in Slack without switching between tools.

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it.

Understand requirements

You must connect the Slack app to your HubSpot account and log in to Slack with your HubSpot user.
You must turn on Breeze Assistant in your HubSpot account.

Understand limitations & considerations

Breeze only responds in Slack when it is explicitly @-mentioned in a thread. It does not monitor channels or threads automatically.
Breeze Assistant in Slack only supports mentions in channel threads.

Set your active HubSpot account

If your Slack workspace is connected to multiple HubSpot accounts, you must select which HubSpot account Breeze should use in Slack. If you only have one HubSpot account connected to Slack, you can skip this step.

In Slack, type the command /hs-breeze-select-portal and press Enter.
In the generated prompt, select the HubSpot account you want to use.

Breeze will use the selected HubSpot account for all future requests in this Slack workspace. If you need to switch HubSpot accounts in the future, you can run the same command again.

Use Breeze Assistant in a Slack thread

To use Breeze in Slack, @-mention it in any thread where the HubSpot app is available.

In Slack, navigate to a thread.
Type @HubSpot(Breeze) followed by your request.

Press Enter to send your message.
Breeze will display a thinking indicator, then it will respond directly in the thread.

Please note: you can only use Breeze in Slack with @-mention. Slash commands cannot be used to start a conversation with Breeze.

Use cases for Breeze Assistant in Slack

Below are some example prompts that you can try with Breeze Assistant in Slack.

Get CRM record summaries

Summarize contact, company, deal, or ticket records using Breeze. Breeze will retrieve the latest data and will return a concise overview.

Summarize a deal:
@HubSpot(Breeze) Summarize the deal with Acme Corp
Check ticket status:
@HubSpot(Breeze) What’s the latest on ticket #4521?
Review a company record:
@HubSpot(Breeze) Give me an overview of the Delta Airlines company record

Create tasks and log notes

Create tasks or log notes on CRM records from Slack using Breeze.

Create a follow-up task:
@HubSpot(Breeze) Create a task to follow up with Sandy by Friday
Log a note on a deal:
@HubSpot(Breeze) Log a note on the Roku deal: discussed expanding to Asia
Summarize a thread and save it:
@HubSpot(Breeze) Summarize this thread and add a note to Delta Airlines’ record

Prepare for meetings

Ask Breeze to gather context before a meeting. Breeze will summarize relevant CRM data and recent activities.

Prepare for a scheduled meeting:
@HubSpot(Breeze) Prep me for my 2pm with Uniqlo
Get context on a contact:
@HubSpot(Breeze) What should I know before my call with Lexie Wingham?

Summarize Slack threads

Summarize conversations in Slack threads where Breeze is present.

@HubSpot(Breeze) Summarize this thread

@HubSpot(Breeze) Summarize this thread and log it as a note on the Acme deal

Please note: Breeze can only summarize threads where it has been @-mentioned. It cannot summarize entire channels or conversations it was not included in.

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