Hubspot Breeze selling profiles guide

Hubspot offers a Breeze AI feature that lets you automatically generate selling profiles inside workflows, helping sales teams personalize outreach without manual research. This guide explains how to enable the Breeze action, set it up in workflows, and use the results to improve your contact data and sales engagement.

What is the Hubspot Breeze selling profile feature?

The Breeze selling profile feature in Hubspot is an AI-powered workflow action that analyzes company information and creates a concise summary your sales reps can use. It is designed to support prospecting and research by enriching contact records with a selling profile, key details, and context for outreach.

Breeze is available as a workflow action for certain paid accounts. When configured, the workflow sends data from a company or contact record to the Breeze model, which generates a profile and saves it back to the record as properties or notes, depending on your setup.

Who can use Hubspot Breeze workflow actions?

Before you start building workflows, make sure your account meets the prerequisites for the Breeze feature. Access can vary based on subscription level, beta availability, and region.

You need permission to create and edit workflows.
You may need access to AI features and data enrichment tools.
Your Hubspot account must have the Breeze selling profile action enabled by Hubspot.

If you are unsure about eligibility, review your subscription details or contact your account admin.

Where to find the Hubspot Breeze selling profile action

You can add the Breeze selling profile step directly within your existing automation. The action is available in the workflow editor alongside other CRM and automation tools.

In your Hubspot account, navigate to Automation > Workflows.
Create a new workflow or open an existing one.
Click the + icon to add a new action.
Search for the Breeze or Generate selling profile action.
Select the action to add it to your workflow canvas.

Once added, you can configure which record type the action should use and how the output is stored.

How Hubspot workflows send data to Breeze

When a record reaches the Breeze action in a Hubspot workflow, the system sends selected properties to the Breeze model. This typically includes core company or contact data such as:

Company name and domain
Industry or segment
Location
Relevant contact or account properties

The AI engine then uses these details, along with other available signals, to create a clear, sales-ready description. This description becomes your selling profile, which can be referenced in outreach or other automation steps.

Configure the Hubspot Breeze selling profile action

After adding the Breeze action, you need to configure how the selling profile is generated and stored in Hubspot.

Choose the record type for Hubspot Breeze

Decide which object the action will use as its data source. Common options include:

Company-based workflows: use company properties to generate an account-level profile.
Contact-based workflows: use contact and associated company data to create a prospect profile.
Deal-based workflows: reference associated company and contact records for opportunity-level context.

Select the proper object so that Breeze can pull the correct data from Hubspot.

Map output to Hubspot properties

The Breeze selling profile needs a place to live on the record. Configure where the generated text and any key details will be stored.

Create or identify properties on the target object (for example, a long text property called “Breeze selling profile”).
In the action settings, map the output fields from Breeze to these properties.
Save your configuration so the workflow can write to those fields automatically.

Storing the profile in standard properties enables reporting, personalization tokens, and segmentation inside Hubspot.

Set conditions and usage for Hubspot Breeze

You can refine when and how the Breeze action runs to avoid unnecessary calls and keep your data clean.

Add workflow enrollment triggers based on lifecycle stage, industry, or list membership.
Use if/then branches before the Breeze action to limit generation to high-value records.
Include checks so that the workflow skips records that already have a selling profile.

This keeps your Hubspot workflows efficient and focused on the contacts and companies that benefit most from AI-generated guidance.

Using Hubspot Breeze selling profiles in sales workflows

Once the selling profiles are generated and stored, you can integrate them into your existing sales processes to improve outreach quality.

Personalize emails with Hubspot tokens

Because the selling profile is saved as a property, your sales and marketing teams can reference it with personalization tokens in emails or templates.

Insert the selling profile property token into sales email templates.
Use shorter summary properties for snippets in subject lines or first sentences.
Combine the profile with role, industry, and pain point fields for highly tailored messages.

This allows Hubspot users to send more relevant communications without spending extra time on manual research.

Support call preparation inside Hubspot

Reps can review Breeze selling profiles before calls directly on the company or contact record. Recommended uses include:

Quickly understanding the prospect’s business model and focus.
Identifying likely challenges or goals based on the profile.
Adjusting talk tracks and discovery questions accordingly.

This helps new and experienced reps alike get value from Hubspot data in seconds.

Best practices for managing Hubspot Breeze data

To get consistent value from the Breeze action, treat the generated profiles as living data that may require refinement and governance.

Review early results: Have managers or enablement specialists review a sample of generated profiles to confirm tone and accuracy.
Standardize properties: Ensure your Hubspot property names and descriptions are clear, so users know how to interpret profile fields.
Train users: Educate reps on where to find the Breeze selling profile and how to use it alongside other CRM details.
Audit periodically: Run reports on records with and without profiles to check coverage and identify gaps in your workflows.

Troubleshooting Hubspot Breeze workflow actions

If your Breeze action is not behaving as expected in Hubspot, use these checks to diagnose issues.

Action not available in Hubspot workflows

Confirm that your account has access to the Breeze selling profile feature.
Check whether the workflow type you are using supports the action.
Verify that you have the required permissions to add AI-based actions.

Breeze profile not saving to Hubspot records

Ensure the output properties exist and are mapped correctly.
Confirm that the workflow is turned on and that records are enrolling and reaching the action step.
Check for conflicting actions that may overwrite or clear the same properties after Breeze runs.

Results not appearing to sales users

Update record layouts so the selling profile property appears on contact or company sidebars.
Train reps on how to filter or search for records with profiles in Hubspot views.

Learn more and extend your Hubspot setup

To dive deeper into the official documentation and see the latest options for Breeze selling profiles in workflows, review the source help article at Hubspot Breeze selling profiles in workflows. You can also explore broader CRM and automation strategies to make sure your sales and marketing systems are aligned.

If you need strategic guidance on scaling automation, AI, and CRM processes, you can work with specialists who focus on complex deployments. A useful resource is Consultevo, which provides consulting for businesses that want to optimize their tech stack, data, and automation around tools like Hubspot.

By combining Breeze AI with thoughtful workflow design, you can turn your Hubspot CRM into a more powerful engine for research, prioritization, and personalized selling, all while reducing manual effort for your team.

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