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Vendor Privacy Scorecard · HubSpot

HubSpot Breeze: is it safe for client information?

AI assistants and agents inside the HubSpot CRM and marketing tools.

Depends on plan and settings

Bottom line

Reasonable for sales and marketing. Admins can turn features off and choose which data the AI can use.

Does it train on your data? By plan

  • Starter, Pro and Enterprise: No training

    HubSpot states customer CRM data is not used to train third-party models.

What an auditor will ask

Trains AI on your data? No
CRM data is not used to train third-party models.
Retention you can control? Yes
Follows your HubSpot data retention settings.
Signs a HIPAA BAA? Depends on plan
HubSpot offers HIPAA support on select plans. Confirm in writing which AI features it covers.
Staff may read your content? No
Not reviewed for training.

Security certifications

  • SOC 2 Type II
  • ISO/IEC 27001

Set it up the safe way

  1. Have an admin choose which AI features are on.
  2. Limit AI access to sensitive CRM properties.
  3. Review AI-written emails before they are sent.

HubSpot trust centerBusiness privacy terms

Summarized from HubSpot's published terms, last checked 10/1/2026. Vendors change terms. Confirm every point against the agreement you actually signed. This is not legal advice.

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Using HubSpot Breeze at work? An unvetted tool can cost you your license.

When an employee pastes client information or confidential files into HubSpot Breeze without the correct safeguards, licensing boards and regulatory bodies hold you responsible. AI Governance Rule Watch™ documents your approved tool roster, vendor reviews, and staff guidelines in permanent diligence records ready for any audit.

Founding member rate. Cancel anytime. Plus applicable taxes. Renews until canceled. Not legal advice and not a compliance certification.