Breeze AI is the Shortcut to Better Forms and Smarter Data
Follow this tactical guide to shortening forms, enriching records, and scaling insights with HubSpot’s Breeze Intelligence.
written by: Adam Statti

Follow this tactical guide to shortening forms, enriching records, and scaling insights with HubSpot’s Breeze Intelligence.
written by: Adam Statti
Follow this tactical guide to shortening forms, enriching records, and scaling insights with HubSpot’s Breeze Intelligence.
written by: Adam Statti
The bad news: Your forms are too long, and your CRM is too empty.
The good news: Breeze AI fixes these issues..
If you’ve got five minutes, then you can learn how to:
That means less effort for your users and more data for your team, which is a win-win.
Let’s get started.
All startups want more conversions, but their forms are often too long and become a point of friction for consumers.
That’s where Breeze Intelligence comes in, as it can help you shorten forms automatically by hiding fields that HubSpot can enrich based on a user’s email.
What does that mean? You only ask for what you don’t already know.
The result:
Once a user enters their email, HubSpot checks Breeze’s enrichment database (200M+ records). If it finds a match, any fields it can fill, such as Company Name or Job Title, are hidden from the form and auto-filled on the backend.
If Breeze can enrich the data, users don’t see those fields at all. They just fill out the few remaining fields, like email, and submit.
5-second recap
With just one toggle, you:
There’s just one field for the user that generates a full customer profile for you.
In a perfect world, all of your leads would fill out a form. But that isn’t reality.
Some will simply watch a video, while others may peruse your pricing page or click through various parts of an email. The records of these people in HubSpot are often incomplete, missing fields such as job title, company name, or industry. This results in a slowdown in lead scoring, routing, and personalization.
Breeze Intelligence solves this.
A single step inside your HubSpot workflow is all it takes to enrich contact records, skipping spreadsheets, uploads, and manual effort.
When a contact reaches the Breeze Intelligence enrichment step in a workflow, HubSpot will check the email address against Breeze’s database.
If there’s a match, it will then fill in fields like:
Then, you choose whether to overwrite existing data.
By establishing this workflow, you automatically turn anonymous or incomplete records into complete, sales-ready profiles.
Here’s the detailed breakdown.
Before getting started, you’ll need active credits to run enrichment. Usually, one credit is used for each enriched record.
To check your balance:
Under Data Enrichment, check these settings:
This setup prevents you from burning credits on unqualified contacts or mass imports.
Go to the Tools tab in the same settings area and turn on both options:
This allows Breeze to run inside workflows.
Now go to Automation → Workflows and create a Contact-based workflow.
Example use case:
Then:
If the contact matches a record in the Breeze database:
If there’s no match:
5-second recap
This setup lets you:
While automation is great, it may not always be the answer.
For example, maybe you just need to:
That’s where manual enrichment comes in.
With Breeze Intelligence, you have the power to enrich one or multiple records, on demand, right from the contact or company view inside HubSpot.
You choose which contacts or companies to enrich, and HubSpot checks Breeze’s profile database and fills in:
In short, you stay in full control of what gets enriched and when.
Go to Settings → Data Management → Data Enrichment
Under the Enrichment Settings tab:
Go to your Contacts view and apply a filter like:
Select the records you want to evaluate.
Then click More → Check enrichment coverage.
This shows which contacts match Breeze’s database.
After checking coverage, you can enrich:
Make sure the box to overwrite existing values is checked (unless you want to preserve old data).
Go to Companies in HubSpot.
Open a company profile → click Actions → Enrich Record
You’ll see a list of fields you can enrich, such as:
Click Enrich Record to apply updates.
After enrichment:
5-second recap
With manual enrichment, you choose which records to enrich, when, and how. It’s fast, targeted, and flexible, with no workflows or imports included.
Breeze AI helps you collect less without knowing less.
By hiding fields your CRM can already fill, you get shorter forms, faster conversions, and cleaner data, without adding a bunch of extra steps.
Use Breeze to:
Simple setup. Immediate value. No extra work for your users.
Adam Statti is a Content Manager at RevPartners, where they engineer revenue outcomes for GTM owners on HubSpot. When not writing, he’s hitting, catching, or pitching baseballs with his three young sons.
With this step-by-step guide, you’ll be ready to build your GTM strategy in HubSpot with the help of Breeze.
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