Use Breeze Assistant with connected apps

Last updated: September 9, 2025

Available with any of the following subscriptions, except where noted:

All products and plans

Additional subscriptions required for certain features

Breeze Assistant by HubSpot is a conversational virtual assistant to support your sales, marketing, and service goals. When you’re using Breeze Assistant, you can find real-time information from your connected apps. For example, you can ask Breeze Assistant about a conversation you had on Slack, and if Slack is a connected app, information from the conversation can be analyzed.

Learn more about how to use Breeze Assistant.

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 have apps installed on your HubSpot account before you can use Breeze Assistant with those apps.

Understand limitations & considerations

You can’t search within filters from apps. For example, when searching Gmail, rather than prompting with Give me any unread emails from John from last month, you should use the Gmail search query m:john is:unread older_than:1m.

Manage apps

Breeze Assistant can analyze information from apps labeled “for Breeze” in the App Marketplace, which you can install and uninstall from your HubSpot account.

Install apps

To install apps for Breeze Assistant to use:

In your browser, navigate to https://app.hubspot.com/ecosystem/[HubID]/marketplace/apps/breeze-assistant. Be sure to include your HubID in the URL.
Select the app you’d like to install.
In the top right, click Install. If the Install button is greyed out, the app is already installed in your account.
Complete the app's installation flow. You can find specific instructions in the app's setup guide in the Overview section of the app listing.

Uninstall apps

If you don’t want Breeze Assistant to use information from an app, you’ll need to uninstall the app. Learn how to uninstall apps.

Ask Breeze Assistant questions using connected apps

Once you have installed apps on your HubSpot account, Breeze Assistant will use real-time information from your apps to generate responses. Learn more about how to use Breeze Assistant.

Prompt Breeze Assistant

Breeze Assistant can answer open-ended questions, but if you want to help improve the quality of the responses, follow the guidelines below when writing your prompt.

Task	Ask Breeze Assistant to answer a direct question, find some docs, fix a bug, summarize notes, write an email, rephrase content for clarity, and more.
Context	Include background on what this task is for, as this can help Breeze Assistant look for related information and focus the response on the key points based on the context.
Response format	State the: Tone you want (e.g., professional email, casual message). Response length (e.g., short answer, one page, full report). Structure (e.g., blog outline, X thread, bulleted list).
Search focus	Select the specific app names to search and specific files, folders, or project names in them. You can also add up to five URLs and Breeze Assistant will use them as context to respond to the question. If you’re searching for information from a specific time, it’s also helpful to include relevant dates.

To prompt Breeze Assistant to search within your connected apps:

In your HubSpot account, use Breeze Assistant.
In the right panel, click the checkboxes next to the apps you'd like to search.
- To search all apps, click to toggle the Use all apps as sources switch on.
- To save the selected apps for future chats with Breeze Assistant so that those apps are searched first, click to toggle the Keep selection for future chats switch on.

Continue using Breeze Assistant.

Example use cases

The following examples are based on common support, marketing, or sales questions.

Use case	Prompt
You’re a customer support rep and you need to write new instructions for a customer to reset their password. You asked your manager in Gmail, and a team mate said there are some instructions that exist somewhere in a Google doc (they can’t find it) and typed some additional context in their Slack response.	Click the checkbox next to the Gmail and Google Docs apps. Prompt: How does a user reset their account password?
You’re a marketing manager and someone sent you over information about a new product in Teams that you need to consolidate into a blog. You also have an Outlook email from your boss with more information.	Prompt: Click the checkbox next to the Teams and Outlook apps. Prompt: Write a blog post about the [product]. It should be a 5-7 minute read and about 5 paragraphs. Here's the style guide [link], and here [link] is our blog with other posts. It should be written in the same style.
You’re a sales rep and you need to know What are our key differentiators for [product]? You don’t know where to find this information.	Click to toggle the Use all apps as sources switch on Prompt: What are our key differentiators for [product]?