Outreach can be a pain for sales teams. Following up, organizing leads, and tracking conversations are repetitive tasks that take up valuable time. HubSpot Breeze Prospecting Agent automates these tasks so sales teams can focus on closing deals and having meaningful conversations.
Breeze, an AI-powered assistant integrated into the HubSpot platform, enhances users’ efficiency by streamlining daily tasks such as follow-up scheduling and contact management. According to HubSpot’s documentation, 70% of sales pros using AI for prospecting find that it increases their response rates. Automation features like this improve consistency and performance without requiring lots of manual input.
Instead of replacing human effort, the tool supports teams by reducing time spent on admin tasks so they can focus on high-priority leads and key deals.
What is Breeze Prospecting Agent?
Breeze Prospecting Agent is an AI tool within HubSpot’s CRM and one of the key features of Breeze Agents. It offloads time-consuming prospecting activities and automates lead outreach and qualification.
By reducing manual tasks, the agent ensures consistent engagement and helps businesses scale outreach.
Key Features of Breeze Prospecting Agent
The Breeze Prospecting Agent automates lead outreach, offering several key features that enhance efficiency:
Automation of Prospecting Tasks: Breeze takes over repetitive tasks like lead research and first-contact outreach. Sales reps no longer have to manually sift through data or send cold emails one by one. If a prospect downloads a report, the agent can instantly follow up with a personalized email.
AI-Powered Lead Qualification: The agent qualifies leads based on their engagement history and potential to convert and assigns a priority score. This feature helps sales teams focus on the prospects that matter without wasting time on dead leads. Analyzing email interactions, page views, and form submissions makes this prioritization more accurate.
CRM Integration: Breeze connects directly to the HubSpot CRM, so all data—contact records, sales notes, and email conversations—stays connected and up to date. This integration allows users to access prospect details without switching between multiple tools, simplifies data access, and tracks sales progress.
Real-Time Analytics: Breeze tracks every interaction and campaign outcome and presents insights through dashboards. Users can see open rates, click-throughs, and response times to see how prospects are engaging with outreach. This visibility allows sales managers to adjust strategies on the fly.
Multi-Channel Outreach: The tool supports outreach across multiple channels—email, phone, and social media. Sales reps can engage with prospects where they are most active, covering more ground across platforms. An agent may email first and then suggest a follow-up call for leads who open multiple emails.
Research-Driven Outreach: Breeze customizes each email by testing different messaging angles and approaches to see what resonates. If the first message doesn’t get a response, the agent can tweak follow-ups to align with the prospect’s behavior or job role. This feature makes outreach feel more relevant and less robotic.
Roles of Breeze Prospecting Agent in Automating Sales Prospecting Tasks
Breeze Prospecting Agent automates key steps in the lead gen process, reduces time spent on admin tasks, and allows sales teams to focus on meaningful interactions.
Here are the core functions it automates so outreach is targeted and consistent:
Focus on Ideal Prospects
Automated Lead Selection: Breeze Prospecting Agent sifts through large data sets to find prospects that match your business’s ideal customer profile. This saves sales teams hours they would have spent on manual research.
Assignment to Reps: Once ideal prospects are found, the system assigns them to your sales reps so they can only work on leads that are most likely to convert.
Develop Prospecting Strategies
Research and Insights: Breeze Agent pulls data from your CRM and gathers company size, previous interactions, and known pain points. This allows you to start conversations that address specific needs rather than generic intros.
Customized Messaging: Using the insights, Breeze creates personalized emails and outreach strategies for each contact. The messaging adapts to the prospect’s industry, behavior, and role. For example, a follow-up to a procurement manager might focus on ROI calculations, while messaging to a product manager might focus on technical specs.
Automated Lead Outreach
24/7 Engagement: Breeze runs 24/7, sending personalized emails and follow-ups at the best times, even outside of business hours. This is great for prospects in different time zones so you can reach them at the right time without manual scheduling.
AI-Powered Timing: The agent looks at patterns in a contact’s behavior—when they open emails or visit the website—and adjusts outreach accordingly. If a prospect tends to engage on weekday mornings, the agent will schedule messages to match that behavior.
Manual/Automatic Controls: Teams can choose to let Breeze handle outreach on its own or intervene to adjust messaging or schedule follow-ups manually. This gives reps the flexibility to handle high-value opportunities with care while still benefiting from automation for routine cases.
How Does Breeze Prospecting Agent Automate Lead Outreach?
Breeze Prospecting Agent automates several parts of outbound sales and reduces manual effort in lead identification, outreach, and follow-ups. With defined processes, it takes over the repetitive tasks sales teams spend hours managing.
Here’s how the agent works:
Information Extraction
The agent starts by pulling data directly from your company website or portal. It scans the site to gather business information—what products or services you offer, what value propositions you promote, and what problems your solutions solve. It also identifies the industries you serve and the ideal customer personas or job titles you target.
This data allows the agent to create messaging for leads that resonates with their specific pain points and needs, increasing the chances of engagement.
User Configuration
The team needs to assign an email address or user profile that the prospecting agent will use or act on behalf of during outreach. This ensures branding and messaging consistency. You can also add a personalized meeting link so prospects can schedule calls directly with your team.
Autonomy Levels: Semi-Autonomous vs. Fully Autonomous
Breeze has two autonomy modes—semi-autonomous and fully autonomous—so you can choose how much control you want over the outreach process.
Semi-Autonomous
The agent researches and selects contacts from your CRM or other lead sources.
It creates three personalized outreach emails for each lead.
Before sending, it asks for your review and approval.
Before sending, it asks for your review and approval.
Example Use Case: A sales manager can use this mode when onboarding new reps so they can tweak the messaging before it goes out. This also ensures outreach matches the company’s voice and brand.
Fully Autonomous
The agent selects the leads, creates three outreach emails, and sends them without manual approval.
It handles follow-ups and monitors lead engagement—email opens or replies—to determine the next step.
Example Use Case: A company running a high-volume prospecting campaign may use this mode to reach hundreds of leads simultaneously, so there’s no delay in outreach, even outside business hours.
Both modes give sales teams the flexibility to switch between autonomy levels based on their workload and outreach strategy. Semi-autonomous mode is great for high-value leads where teams want to stay hands-on. Fully autonomous mode is best for situations where speed and outreach at scale are critical, such as event follow-ups or time-sensitive campaigns.
This dual approach allows businesses to balance speed with precision, allowing them to engage leads thoughtfully without losing momentum.
Benefits of Automating Lead Outreach
Automating lead outreach with Breeze AI can revolutionize the sales prospecting process for sales teams. By leveraging AI-powered tools, sales reps can streamline their efforts, saving time and increasing efficiency.
Here are some of the key benefits of automating lead outreach:
Increased Productivity: Automating lead outreach allows sales reps to focus on high-value tasks, such as building relationships with potential customers and closing deals. This shift in focus can significantly boost overall productivity.
Improved Accuracy: AI-powered tools help reduce errors and inaccuracies in lead outreach, ensuring that the right messages are sent to the right prospects at the right time. This precision enhances the effectiveness of outreach efforts.
Enhanced Personalization: Breeze AI’s prospecting agent lets sales teams personalize their outreach efforts, tailoring messages to individual prospects’ pain points and interests. This personalized approach increases the likelihood of engagement.
Better Lead Qualification: By automating lead outreach, sales teams can quickly identify and qualify top prospects, reducing the time and effort spent on unqualified leads. This efficiency ensures that sales reps focus on the most promising opportunities.
Scalability: Automating lead outreach enables sales teams to scale their efforts, reaching more prospects and increasing the potential for conversions. This scalability is crucial for growing businesses looking to expand their reach.
Ways to Enroll Contacts into the Prospecting Agent
Effortless enrollment ensures Breeze Prospecting Agent reaches the right contacts at the right time. The tool has automated and manual enrollment options designed to align with your sales priorities. Both serve a purpose, giving you the flexibility to meet different prospecting needs.
Automated Enrollment
Automated enrollments use contextual triggers in your CRM data and website activity to initiate outreach without manual intervention. These triggers allow Breeze to react to prospect behavior or inactivity so prospects stay engaged even when your sales team isn’t involved.
Form Submission: When a visitor submits a contact form or a lead capture form on your website, Breeze records the action and starts the outreach sequence. This is great for inbound marketing, where website visitors indicate buying intent by filling out a demo request or product inquiry form.
Example: A prospect downloads a whitepaper. Breeze sends a personalized follow-up email with product recommendations based on the answers to the form so that no lead gets lost.
Inactivity-Based Trigger: If a contact has been inactive for a certain period (e.g., 14 or 30 days), the agent starts a new outreach sequence. This ensures older leads aren’t forgotten when the sales team is focused on active deals.
Example: A contact who requested a consultation hasn’t engaged with any follow-ups for 21 days. Breeze detects the inactivity and sends a re-engagement email with a limited-time offer or a follow-up call.
Webpage Visits: Breeze can also enroll a contact when they visit specific website pages such as pricing, product demos, or case studies. This is great for identifying mid-funnel prospects showing deeper interest in specific offerings.
Example: A lead who downloaded an eBook now visits your pricing page. Breeze sends an email acknowledging their interest and offers to set up a call to discuss customized pricing.
Manual Enrollment
There are times when automated enrollment isn’t suitable, such as high-value or complex prospects that require more tailored outreach. In these cases, sales reps can manually enroll specific contacts from the CRM into Breeze sequences.
Manual enrollments give the sales team full control over who enters the outreach workflow and when. This allows them to prioritize specific accounts or adjust the message based on their personal knowledge of the prospect.
Targeted Outreach: When sales reps want to engage decision-makers at key accounts, they can manually enroll those contacts into Breeze for highly customized messaging. This is great for account-based marketing (ABM), where each outreach needs to align with the specific challenges of the target company.
Example: A sales rep working on a strategic deal adds the CFO of a target company to a custom sequence that speaks to the company’s financial pain points.
Follow-Up on Missed Opportunities: Breeze’s manual enrollment allows teams to re-engage cold or lost leads at the right time. If a rep sees a lost lead has engaged with new content, they can add the contact to a sequence to re-ignite interest.
Example: A sales rep sees an old lead watching a product webinar. Recognizing an opportunity, the rep manually enrolls the contact quickly to offer a product trial.
Limitations of Breeze Prospecting Agent
No tool is perfect. Breeze Prospecting Agent is a practical solution for lead outreach, but it has limitations that businesses need to be aware of. Understanding these constraints will help set realistic expectations and plan better for using the tool.
Limited to HubSpot Ecosystem: Breeze works best when used within the HubSpot environment, leveraging the platform’s CRM and data integration. It may not be as compatible with external systems, so if you’re heavily reliant on third-party CRMs or other sales platforms, you may face friction when trying to sync non-native systems. Businesses already on HubSpot will get the most value, while others may struggle to sync non-native systems.
Data Quality Sensitivity: The quality of the CRM data directly affects the agent’s performance. Inaccurate contact records or missing information can lead to misaligned targeting and ineffective outreach. A CRM with outdated emails or vague notes will result in irrelevant messaging, harming engagement.
AI Dependency: Although Breeze automates many processes, it’s entirely dependent on the data and algorithms to work. This means that without frequent data updates and proper configuration, the AI will produce inconsistent or misdirected efforts. Teams must actively maintain the underlying data to avoid blind spots in outreach.
Human Oversight Required: While AI can handle the bulk of routine tasks, human input is still needed for more nuanced interactions. There are scenarios where automated messaging will come across as tone-deaf, especially with complex or high-value clients. Sales teams need to monitor the ongoing outreach regularly and intervene when necessary to adjust the message.
Single User Limit on Automated Emails: Breeze’s automated email only supports one user sending automated emails per account. This may be a challenge for larger teams or businesses managing multiple outreach campaigns. Sales teams will need to coordinate carefully to avoid duplication or missed opportunities, especially when dealing with large lead volumes.
Best Practices to Get the Most Out of Breeze
To get the most out of Breeze, follow these best practices to manage leads and analytics. By doing so, you’ll make data-driven decisions that impact your performance.
Regularly Update Lead Qualification Rules: You should revisit and update lead scoring criteria regularly. By aligning those criteria with market trends, you’ll ensure you’re focusing on the best leads. This proactive approach helps teams prioritize and allocate resources more effectively and increases conversion rates.
Use Analytics: Use Breeze’sreal-timee analytics to make strategic decisions. Analyze data to see what works and what doesn’t and adjust campaigns accordingly. This will improve decision-making and create a culture of continuous improvement based on facts.
Work with HubSpot Partners: Working with certified HubSpot partners will elevate Breeze implementation and usage. As a HubSpot-centric agency, LZC Marketing will provide insights to help with setup and optimization so you get the most out of all features. We also help tailor the platform to your business needs and get better results.
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Frequently Asked Questions (FAQs)
What is Breeze?
Breeze is an AI-powered tool within your HubSpot account that automates sales prospecting tasks, such as outreach, follow-ups, and lead qualification. It includes the following components: Breeze Copilot, Breeze Agents, and Breeze Intelligence. Breeze helps sales teams focus on closing deals by managing repetitive tasks and enriching CRM data for better lead insights.
What is a Breeze Agent?
A Breeze Agent is part of HubSpot’s AI suite, designed to automate different workflows. There are four Breeze Agents available: Content Agent, Social Media Agent, Prospecting Agent, and Customer Agent, which focuses on content marketing, social media, sales prospecting, and customer service, respectively.
Can you use HubSpot for prospecting?
Yes, HubSpot supports prospecting with tools like Breeze, sequences, and automated email outreach, enabling teams to engage leads, track interactions, and manage follow-ups from within the CRM.
What are the 5 P’s of prospecting?
The 5 P’s of prospecting are Purpose, Preparation, Personalization, Persistence, and Practice. These principles help sales teams stay organized, engage with leads meaningfully, and maintain momentum throughout the sales process.
What is the difference between subscriber and lead in HubSpot?
A subscriber is someone who has opted into communications, such as newsletters, showing general interest. A lead, however, is identified as having potential buying intent through deeper engagement with your outreach or content, tracked and managed within your HubSpot CRM data.
