Breeze Assistant connectors let you ask about Gong, Slack, Xero, and other apps from inside HubSpot. We walk through HubSpot's current app list, which plans get the assistant and agent sides, how to connect an app and see what it can do, and why a Xero connector is not the same as the Xero data sync. First thing to try: open Breeze Assistant, click the plus sign, go to Connectors, then Manage connectors, and read the actions listed for an app you already use.

Who it's for: HubSpot admins, RevOps and sales leaders using Breeze Assistant connectors (all plans) or connecting apps to HubSpot's AI agents (Starter and up for the hubs, Smart CRM Professional and up).

Our research first covered this on October 14, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 21, 2026) lists 18 apps for Breeze Assistant, including Fathom, Xero, Box, Canva, Gong, and Slack, plus Google Drive, Gmail, NetSuite, and Zoom (beta), which our write-up called coming later. The agent list adds Zapier and does not include NetSuite. Our write-up said connectors are on every tier. That holds for Breeze Assistant; connecting apps to agents starts at Starter. New connectors are added from Connectors, then Add connector. We couldn't confirm the write-up's MCP framing for Breeze Assistant, the two-minute setup time, or its service account advice, and Box admin steps are not in HubSpot's articles.

In this episode

• 00:00:00 Apps, plans, and connecting one
• 00:02:31 Actions, agents, Xero, and Slack
• 00:04:58 Prompts, unknowns, and a plan

Sources

• HubSpot Knowledge Base: Connect apps to Breeze Assistant
• HubSpot Knowledge Base: Connect apps to HubSpot's AI agents
• HubSpot Knowledge Base: Search connected apps with Breeze Assistant
• HubSpot Knowledge Base: Connect HubSpot and Xero (Data Sync)
• HubSpot Knowledge Base: Use Breeze Assistant in Slack
• Our research: HubSpot Breeze Connectors: Slack, Gong, Canva & More

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

Breeze Assistant can build a presentation from a prompt, and HubSpot's help article documents a Save as PPTX button in the artifact viewer. We walk through starting a deck, refining it with follow-up messages and versions, sharing it inside HubSpot or through a public read-only link, and the upload limits for bringing in an old deck. First thing to try: ask Breeze Assistant for a short review deck, refine it in chat, then click Save as PPTX on the version you trust.

Who it's for: sales managers, reps, and marketers on any HubSpot plan who build recurring review or proposal decks.

Our research first covered this on October 14, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help articles (updated Oct 21 and Oct 29, 2026) document versioned presentations, Save as PPTX, sharing inside your account or publicly through a read-only link, and Remix for an editable copy. Uploads are limited to 10 files and 50 MB in total per thread. Our write-up described a 50 MB per-file limit and a Download .pptx button. We couldn't confirm direct in-deck editing of text, backgrounds, and layouts, Undo and Redo, or a fullscreen present button in HubSpot's help articles.

In this episode

• 00:00:00 Plans, setup, and starting a deck
• 00:02:27 Saved prompts, versions, and Save as PPTX
• 00:04:53 Public links, uploads, and a plan

Sources

• HubSpot Knowledge Base: Create rich content with Breeze Assistant
• HubSpot Knowledge Base: Use Breeze Assistant
• HubSpot Knowledge Base: Understand Breeze Assistant
• HubSpot Knowledge Base: Supported file types and sizes
• HubSpot Knowledge Base: Use Breeze Assistant in Slack
• Our research: HubSpot Breeze Builds PowerPoint Decks: What You Need to Know

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When you connect apps like Slack or Notion to Breeze Assistant, someone will ask what the AI can change. HubSpot now lets you set that tool by tool. We walk through where the setting lives, what the three options mean, and how to set read and write tools in bulk. First thing to try: open Settings, Integrations, Connected Apps, pick an app, open its Settings tab, and set write tools to Ask permission.

Who it's for: HubSpot admins and ops leads using Breeze Assistant connectors (all plans) or connecting apps to HubSpot's AI agents (Starter and up for the hubs, Smart CRM Professional and up).

Our research first covered this on October 9, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help articles (updated Oct 16 and Oct 21, 2026) put tool permissions under Settings, Integrations, Connected Apps, on each app's Settings tab. Our write-up described a Breeze section and called the middle option require confirmation. HubSpot's label is Ask permission. Our write-up said agents are available on Free. HubSpot lists Starter and up for connecting apps to agents. We couldn't confirm that trimming tools makes agents faster or more accurate. HubSpot recommends selecting only the tools an agent needs. Eight Breeze Assistant connectors were sunset on Sept. 26, 2026.

In this episode

• 00:00:00 Connectors, apps, and who can use them
• 00:02:22 Agents, permissions, and the three options
• 00:04:45 Skeptic checks, cleanup, and a plan

Sources

• HubSpot Knowledge Base: Connect apps to Breeze Assistant
• HubSpot Knowledge Base: Connect apps to HubSpot's AI agents
• HubSpot Knowledge Base: Search connected apps with Breeze Assistant
• Our research: HubSpot Breeze Agent Tool Permissions: Control What AI Can Do

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When a new rep's Zoom calls never reach HubSpot, the cause is usually a sync setting nobody turned on. We walk through HubSpot's Zoom help article: what has to be on in Zoom, where the global and per-user sync settings live, and what won't sync at all. First thing to try: open Settings, Integrations, Connected Apps, Zoom, then Global settings, and check who is selected for recording and transcript sync.

Who it's for: HubSpot admins and RevOps managers on any HubSpot plan, free included, whose teams record meetings in Zoom.

Our research first covered this on October 8, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up describes a new role-based sync control and a user table showing each user's role and sync status. HubSpot's help article (updated Sep 29, 2026) still describes syncing recordings for none, all, or selected users, so we couldn't confirm the role control there. Our write-up also said recordings appear on contact, deal, and company records. HubSpot's article names contact timelines. Recordings from Personal Meeting IDs don't sync, and past meetings need a manual sync.

In this episode

• 00:00:00 Plans, permissions, and Zoom prerequisites
• 00:02:41 Who syncs: settings, users, and roles
• 00:05:05 Exclusions, auto-recording, and a plan

Sources

• HubSpot Knowledge Base: Connect HubSpot and Zoom
• Our research: HubSpot Zoom Sync by Role: Setup Guide and What It Affects

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot rebuilt its landing page editor, and before anyone moves campaign pages over, HubSpot's help article lists who gets it, what a Super Admin has to switch on, and which pages can't use it yet. First thing to try: check your tier against HubSpot's list, then have a Super Admin opt in to the beta and turn on the AI Settings switches.

Who it's for: agencies, consultants, and HubSpot admins on Marketing Hub Professional or Enterprise, or Content Hub Starter, Professional, or Enterprise, who are deciding when to use the new editor.

Our research first covered this on October 1, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 1, 2026) still requires opting in to the AI-powered landing page editor beta or the AI-powered website editor beta. Our write-up said Marketing Hub Starter has access. HubSpot lists Marketing Hub Professional and Enterprise, and Content Hub Starter through Enterprise. Our write-up also said desktop and mobile layouts can be edited at the same time. HubSpot says the mobile preview only allows resizing. Only new pages work in the new editor, and custom templates aren't supported. We couldn't confirm that forms and workflows carry over unchanged. This episode follows our earlier episode on building pages in the new editor.

In this episode

• 00:00:00 Tiers, the beta opt-in, and AI settings
• 00:02:12 Permissions, credits, and the three limits
• 00:04:21 Settings, publishing, and a plan

Sources

• HubSpot Knowledge Base: Create and customize pages in the new editor
• HubSpot Knowledge Base: Create landing pages with Breeze Assistant
• Our research: HubSpot New Landing Page Editor: AI, Inline Editing & Drag and Drop

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot's conversational enrichment, in public beta, reads one-to-one sales emails and replies to marketing emails and updates contact data for you, including new contacts and return-to-office dates. First thing to try: read the mapping note, then turn on one setting at a time under Data Management, Data Enrichment, Conversational Enrichment.

Who it's for: revenue operations and data quality owners, sales managers, and HubSpot admins on Starter, Professional, or Enterprise editions of Marketing Hub, Sales Hub, Service Hub, Data Hub, or Content Hub.

Our research first covered this on September 25, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Sep 9, 2026) still calls this a public beta with no HubSpot credits required. Our write-up placed the setting under Settings, then Tools, and tied features to Breeze Intelligence credit plans. HubSpot lists Starter through Enterprise hub tiers and a Conversational Enrichment tab under Data Management. HubSpot also says conversational enrichment ignores the Mapping tab and overwrite rules. We couldn't confirm that each change appears in the contact's activity feed.

In this episode

• 00:00:00 What it reads and who gets it
• 00:02:15 The three settings and where they live
• 00:04:43 Mapping, overwrites, and a plan

Sources

• HubSpot Knowledge Base: Use conversational enrichment for emails
• HubSpot Knowledge Base: Manage data enrichment settings
• Our research: HubSpot Conversational Enrichment for Email: CRM Auto-Update

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

The HubSpot mobile app can draft a sales email for you with Breeze, right inside the email composer on a contact record. First thing to try: open a contact on your phone, tap the email icon, then the AI icon, and fill in the Content assistant fields before you tap Generate.

Who it's for: field sales reps, account managers, customer success managers, and anyone who sends follow-ups from the HubSpot mobile app on iOS or Android.

Our research first covered this on September 24, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on Breeze Assistant in the mobile app (updated Oct 29, 2026) lists all products and plans and requires Give users access to Breeze Assistant in AI settings. Our write-up described a Generate draft button with one short prompt. HubSpot documents an AI icon that opens the Content assistant with fields for email type, product, recipient, key message, tone, language, and, on iOS only, text length. We couldn't confirm drafting from deal or company records; HubSpot's steps use a contact record.

In this episode

• 00:00:00 Who gets it and where to tap
• 00:02:04 The Content assistant fields and the draft
• 00:04:20 Breeze Assistant on mobile, and a plan

Sources

• HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app
• Our research: HubSpot Mobile Email Composer with Breeze Assistant

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When a HubSpot form redirects to a payment link, you can now lock the email the buyer entered on the form, so the payment stays with the contact the form created. First thing to try: open a paid form, go to On submit, and select the Connect form submission and payment to one contact checkbox.

Who it's for: marketers and event organizers who collect payments through forms, HubSpot admins who own data quality, and anyone using HubSpot payment links or Stripe payment processing.

Our research first covered this on September 23, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on using forms to collect payments (updated Sep 4, 2026) lists all products and plans, with HubSpot payments requiring Starter, Professional, or Enterprise and Stripe payment processing available for all subscriptions. Our write-up described the setting as a toggle in the form's Options or Actions settings. HubSpot documents a checkbox under the contents icon and the On submit panel. We couldn't confirm our write-up's note that existing forms aren't changed automatically, so check each form.

In this episode

• 00:00:00 Who can use it and where the lock lives
• 00:02:18 What buyers see, legacy forms, and logic
• 00:04:44 Payment status, limits, and a plan

Sources

• HubSpot Knowledge Base: Use forms to collect payments
• Our research: HubSpot: Lock Email Field on Form to Payment Link Redirects

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.