Preparing Your HubSpot Data for Breeze AI: Get Your CRM Ready for Intelligent Agents and Assistants

Rolling out a major CRM update is one of the highest-risk, highest-reward activities in RevOps. Get it right, and you accelerate pipeline velocity. Get it wrong, and you create months of adoption friction and data chaos.

HubSpot's Breeze AI platform transforms how financial advisors engage with clients—but only if your data is ready. Today we connect everything you've learned to prepare your CRM for HubSpot's most powerful AI capabilities.

What Is Breeze AI?

Breeze AI is HubSpot's artificial intelligence platform, launched at INBOUND 2025. It includes four key components:

• Breeze Agents: Autonomous AI workers that complete tasks independently
• Breeze Assistant: An AI companion for everyday tasks
• Breeze Copilot: AI embedded throughout HubSpot's interface
• Custom Assistants: Specialized AI experts you create for specific needs

Breeze Agents for Financial Services

HubSpot offers over 15 Breeze Agents. Here are the key agents for financial services:

Customer Agent

• Answers questions, resolves issues, and identifies opportunities
• Requires complete contact records and interaction history

Prospecting Agent

• Monitors buying signals, researches accounts, and personalizes outreach
• Needs company data and segmentation properties

Data Agent

• Researches and answers custom questions about customers
• Depends on clean, comprehensive CRM data

Content Agent

• Creates marketing content based on your data
• Utilizes audience segments and content history

Breeze Assistant

Breeze Assistant works alongside you throughout HubSpot, offering web search capability, memory of past interactions, file upload and analysis, and connections to Google Workspace, Slack, and more.

Key Insight: Every Breeze capability depends on data quality. An AI agent with incomplete data produces incomplete results. An AI agent with incorrect data produces confident mistakes.

What Data Does Breeze AI Need?

Core Data Requirements

For Breeze AI to perform effectively, your CRM needs:

Complete Contact Records

• Full name (First and Last)
• Email address (verified)
• Company association
• Job title/Role
• Lifecycle stage
• Owner assignment

Complete Company Records

• Company name
• Industry classification
• Company size/Revenue
• Website URL
• Description

Activity History

• Email interactions
• Meeting records
• Call logs
• Notes and tasks

Segmentation Properties

• Lead source
• Product interests
• Customer type
• Engagement scoring

Financial Services-Specific Data

For Breeze to understand your financial services context, you'll need:

• AUM/Account Size: Personalize messaging by client tier
• Service Type: Recommend relevant content and next actions
• Firm Type: Adjust communication style and topics
• Relationship Tenure: Maintain appropriate context in interactions
• Life Events: Trigger proactive outreach (retirement, inheritance, etc.)

How Do I Assess Breeze Readiness?

The Breeze Readiness Checklist

Score your readiness on each dimension:

Contact Completeness (25 points)

• Email fill rate > 95%: 10 points
• Job title fill rate > 60%: 5 points
• Company association > 80%: 5 points
• Lifecycle stage > 90%: 5 points

Company Completeness (25 points)

• Industry classified > 70%: 10 points
• Revenue/size data > 50%: 5 points
• Description present > 40%: 5 points
• Website > 90%: 5 points

Data Quality (25 points)

• Duplicates < 2%: 10 points
• Formatting issues < 100: 10 points
• No critical property issues: 5 points

Activity Data (25 points)

• Email tracking enabled: 10 points
• Meeting integration active: 5 points
• Regular activity logging: 10 points

Total Score Interpretation:

• 90-100: Breeze Ready
• 70-89: Minor preparation needed
• 50-69: Moderate work required
• Below 50: Significant preparation needed

How Do I Prepare Data for Specific Breeze Agents?

Preparing for Customer Agent

The Customer Agent answers questions, resolves issues, and turns conversations into opportunities.

Data requirements:

• Complete contact profiles with interaction history
• Knowledge base content in HubSpot
• Clear lifecycle stage assignments
• Accurate owner assignments for routing

Preparation steps:

1. Ensure all contacts have complete profiles
2. Build knowledge base articles for common questions
3. Tag contacts with relevant product/service interests
4. Configure ticket creation and routing rules

Preparing for Prospecting Agent

The Prospecting Agent monitors prospects, researches accounts, and personalizes outreach.

Data requirements:

• Ideal Customer Profile (ICP) defined in properties
• Company records with industry, size, and firmographic data
• Target account lists and segments
• Email templates and sequences

Preparation steps:

1. Define ICP criteria in company properties
2. Segment target accounts by tier
3. Ensure company records have enriched data
4. Create email templates for agent to personalize

Preparing for Data Agent

The Data Agent researches and answers custom questions about your customers.

Data requirements:

• Comprehensive CRM data across all objects
• Custom properties specific to your business
• Historical data for trend analysis
• Clean, consistent data formats

Preparation steps:

1. Complete all core data preparation from this series
2. Add financial services-specific properties
3. Ensure historical data is accurate and accessible
4. Document property meanings for accurate interpretation

What Properties Should I Create for Breeze AI?

Recommended Custom Properties for Financial Services

Contact Properties:

• AUM_Tier (Dropdown): Client segmentation for personalization
• Client_Since (Date): Relationship context
• Primary_Service (Dropdown): Content and offer relevance
• Life_Stage (Dropdown): Lifecycle-based messaging
• Communication_Preference (Dropdown): Channel preference for outreach
• Advisor_Relationship (Contact association): Household linking

Company Properties:

• Firm_Type (Dropdown): RIA, BD, Bank, Insurance, Other
• Custodian (Dropdown): Integration and service context
• Tech_Stack (Multiple checkbox): Technology for relevant offers
• Compliance_Needs (Multiple checkbox): Regulatory focus areas

Property Configuration Best Practices

For Breeze to understand your properties:

1. Use clear property names: "AUM_Tier" not "Field_42"
2. Add descriptions: Explain what the property means
3. Use consistent values: Standardize dropdown options
4. Required vs. optional: Mark truly required fields as such
5. Group logically: Organize in property groups for clarity

How Do I Configure Breeze for Financial Services?

Breeze Settings to Review

Navigate to Settings > AI > Breeze and configure:

General Settings:

• Enable Breeze across your account
• Set data sharing preferences
• Configure language settings

Agent-Specific Settings:

• Customer Agent: Knowledge base scope, escalation rules
• Prospecting Agent: ICP parameters, email approvals
• Content Agent: Brand voice, compliance guardrails

Compliance Considerations for Breeze

Financial services firms should address:

Data usage:

• Review what data Breeze accesses
• Ensure no PII sharing beyond HubSpot
• Document AI usage for compliance records

Content generation:

• Require human review for all client communications
• Implement approval workflows for AI-generated content
• Add compliance disclaimers to appropriate content

Record keeping:

• Maintain logs of AI-generated interactions
• Document decisions made with AI assistance
• Prepare for regulatory inquiries about AI usage

How Do I Test Breeze Before Full Deployment?

Phased Rollout Approach

Phase 1: Internal Testing (Week 1-2)

• Enable Breeze for admin users only
• Test with internal contacts/test accounts
• Validate data quality impact on output quality

Phase 2: Limited Pilot (Week 3-4)

• Enable for 2-3 power users
• Apply to specific segments (non-client prospects)
• Gather feedback on accuracy and usefulness

Phase 3: Expanded Pilot (Week 5-6)

• Expand to full sales/marketing team
• Broader segment application
• Refine based on learnings

Phase 4: Full Deployment (Week 7+)

• Enable across organization
• Implement monitoring and feedback loops
• Continuous improvement based on results

What to Monitor During Rollout

Track these metrics:

• AI response accuracy: Target 90%+ (if below, review data quality and add context)
• User adoption: Target 60%+ by month 2 (if below, provide additional training and use case demos)
• Time saved per user: Target 2+ hours/week (if below, identify friction points)
• Lead quality from Prospecting Agent: Should match or exceed manual efforts (if below, refine ICP parameters)

Frequently Asked Questions

Can Breeze see all my CRM data?

Breeze can access data you've configured it to access. Review settings to understand scope. For financial services, ensure sensitive client financial data has appropriate access controls.

What if Breeze generates inaccurate information?

AI can make mistakes. Implement review processes for all client-facing content. Use Breeze output as a starting point, not final product. Report accuracy issues to improve over time.

Does using Breeze create compliance risk?

Potentially, if not managed properly. Document your AI usage policies, maintain human oversight, and ensure all AI-generated content receives appropriate review before client distribution.

How long does it take to see results from Breeze?

With good data quality:

• Immediate value from Breeze Assistant
• 2-4 weeks for agent optimization
• 1-2 months for measurable efficiency gains

With poor data quality:

• Limited immediate value
• Frustration and low adoption
• Garbage in, garbage out

Your Day 6 Action Items

1. Complete the Breeze Readiness Checklist and calculate your score
2. Review recommended custom properties and create any you're missing
3. Navigate to Breeze settings and review configuration options
4. Plan your phased rollout approach
5. Draft compliance guidelines for AI usage at your firm

What's Next?

Tomorrow (Day 7): We conclude with building your Data Quality Governance Framework—the long-term strategies and processes that maintain data quality excellence and ensure your AI investment continues to deliver returns.

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Ready to Deploy Breeze AI?

Vantage Point helps financial services firms implement HubSpot's Breeze AI with:

• Data readiness assessments
• Custom property configuration
• Compliance framework development
• Phased rollout management
• Team training and adoption support

About Vantage Point

Vantage Point specializes in helping financial institutions design and implement client experience transformation programs using Salesforce Financial Services Cloud. Our team combines deep Salesforce expertise with financial services industry knowledge to deliver measurable improvements in client satisfaction, operational efficiency, and business results.