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HubSpot Breeze · Concept

What HubSpot Breeze is and where things live

  • HubSpot is a CRM: the place your company keeps contacts (people), companies and deals. Each one is a record, and each field on it, like Job title, is a property. Find them under CRM, for example CRM > Contacts.
  • A record has three parts. The left sidebar holds the About this contact card with its properties. The middle column has the Overview and Activities tabs. The right sidebar shows associations, the companies and deals linked to the record.
  • Breeze is HubSpot's AI. Breeze Assistant is a chat you open from Breeze Assistant in the top navigation bar. It answers questions about your CRM, summarizes and drafts.
  • Breeze Assistant comes with all HubSpot plans, though some features need Professional or Enterprise. It acts with your user permissions, so it only sees and does what your HubSpot user can. If you can't find it, your admin has to turn it on.
  • A HubSpot account you sign up for on your own is separate from your company's. Work data goes only in the company account your admins manage.
HubSpot · Contacts · Priya Raman
Breeze Assistant
About this contact
Email
priya@northwind.example
Job title
Operations Director
OverviewActivities
Associations
Company: Northwind Traders
Deal: Northwind renewal 2027
Properties on the left, Overview and Activities in the middle, associations on the right. Breeze Assistant is in the top navigation bar.