How to Use Breeze Intelligence in HubSpot to Build More Effective ABM Programs

Account-based marketing (ABM) thrives on data — the more context you have on your target accounts, the better your campaigns perform. With Breeze Intelligence in HubSpot, SMBs can now upload documents directly into the system to enrich account insights, improve prioritization, and automate the next steps in their ABM workflows.

If you’re looking to level up your ABM game, here’s how uploading documents to Breeze Intelligence can help you build more effective, data-driven campaigns.

What is Breeze Intelligence?

Breeze Intelligence is HubSpot’s AI-powered engine that automatically analyzes CRM data and uploaded documents to surface key insights about your target accounts. It processes data from files like RFPs, sales notes, contracts, and proposals to give your sales and marketing teams a complete view of each account’s needs and buying signals.

Why Document Uploads Matter for ABM

Every ABM program relies on deep account knowledge — but a lot of that knowledge lives in scattered documents outside of your CRM. By uploading documents into Breeze Intelligence, you can:

• Automatically extract key account information from PDFs, Word docs, and spreadsheets

• Surface decision-maker names, buying signals, and pain points hidden in files

• Improve account scoring with document-based insights

• Build more accurate engagement timelines based on uploaded contracts or proposals

How to Use Breeze Intelligence with Document Uploads

1. Upload Key Account Documents

Start by uploading any documents that give context on your target accounts — think proposals, contracts, or sales notes. Follow these steps:

• Go to the company or deal record inside HubSpot.

• Scroll down to the Attachments section.

• Click Upload File and select your document.

• Confirm that the file is attached to the record.

2. Let Breeze Intelligence Analyze Your Files

Once the document is uploaded:

• Navigate to the Breeze Intelligence Panel within the company or deal record.

• Click Analyze Documents.

• HubSpot will automatically extract data like contact names, dates, deal amounts, and any keywords related to the purchase process.

• Review the extracted insights directly in the record’s Activity Timeline.

3. Prioritize Accounts Based on Document Insights

Breeze Intelligence will update engagement scores and suggest which accounts to prioritize based on signals found in your uploaded documents. To view prioritized accounts:

• Go to your Target Accounts list.

• Use filters to sort by Engagement Score or Priority Accounts.

• Focus outreach on the highest-ranking accounts first.

4. Trigger Automated Workflows

Use document-based insights to trigger automated follow-up sequences inside HubSpot:

• Navigate to Workflows in HubSpot.

• Create a new workflow and select Company or Deal-Based Workflow.

• Set the enrollment trigger to include Document Insights Identified by Breeze.

• Add follow-up tasks, email sequences, or internal notifications based on the data pulled from the document.

5. Track Document-Driven Engagement

Breeze Intelligence automatically ties document insights into your ABM dashboard, giving you a full view of how each document influences the sales process. To access these insights:

• Go to Reports > Dashboards.

• Select your ABM Dashboard.

• Use filters to track which documents have influenced key engagement milestones.

Final Thoughts

Breeze Intelligence is making document-based ABM a reality for SMBs — no expensive tech stack or data science team required. By uploading documents into HubSpot, you can unlock hidden insights, prioritize accounts more effectively, and keep your ABM program running on autopilot.

If you're ready to start building smarter ABM workflows with Breeze Intelligence, Huntscape Operations Partners can help you set up document-based insights, automation, and reporting to drive better results.

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