Our Thinking

Breeze Assistant gets even more useful

Breeze assistant got a broad upgrade recently. Now when given a task, it asks clarifying questions and can do better visualization. On mobile, it now supports meeting prep, file upload, and suggested prompts. In workflows, it can help generate custom code actions from plain-language instructions (Data Hub Pro+). If you haven’t used Breeze in a while, give it another go.

Are you – and your HubSpot instance – on TikTok?

HubSpot has expanded its TikTok integration by creating or updating HubSpot contacts automatically. This closes a key gap between paid social lead generation and CRM follow-up, making TikTok leads easier to operationalize without manual imports. HubSpot can now send CRM conversion data back to TikTok through the Events API, based on lifecycle changes or form actions. (Marketing Hub Starter+)

Email-triggered workflows FTW

Here’s one we’re excited about. Now workflows can be triggered from the 1:1 email object for internal process automation. This is useful for teams that want automation tied to email records themselves rather than only broader CRM object behavior. (Marketing, Sales, Service Hub Pro+)

More ways to prospect

We’ve talked about HubSpot’s Prospecting Agent before – the AI sales assistant that identifies high-fit prospects by monitoring buying signals and CRM data. Now reps can enroll contacts into Prospecting Agent directly from Gmail and Outlook. Its new “digest” feature includes recommended companies and the buying signals behind them. This gives sales users a more proactive way to identify account-level opportunities from their daily summary instead of only working contact-by-contact. (Sales Hub Starter+)

Documents, templates and snippets included in lower tiers

It’s exciting to see two premium features become available for lower tiers: sales documents (now Sales Starter+) and email templates and snippets (all Core seats). Documents help reps easily share standard materials in 1:1 emails, with analytics about opens and dwell times. Email templates and snippets help with 1:1 communications at scale, most notably in sequences and customer success interactions.

BONUS SUGGESTION: Use this prompt for CRM-specific feature suggestions

Want something even more targeted to your business? Use this Breeze prompt to find out what new features will have the biggest impact on your HubSpot instance:

Can you review the HubSpot product updates from [time period], then analyze our HubSpot CRM. I’d like you to recommend the top 5 new features or Betas from this time period that would bring us the most value.  

It will give you a good rationale for each recommendation. You can do this regularly or set it up as a weekly or monthly digest email. (all hubs)