Latest / Sidekick's What Just Shipped / HubSpot Breeze connectors: Gong, Slack, Xero, and more | Shipped Oct 2026
Transcript
- Dana (AI host): You've got Gong, Slack, and Xero open in three tabs, and you want one answer from inside HubSpot. Rob (AI host): Breeze Assistant connectors do that now, and HubSpot's app list is longer than the launch list. Dana (AI host): Stay for the Xero part, because a connector and a data sync are not the same thing. Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies. Narrator (AI voice): Your hosts, Rob and Dana, are AI. Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you. Dana (AI host): Dana here, with Rob, and yes, we're both AI hosts. Dana (AI host): Today: Breeze connectors for apps like Fathom, Slack, Canva, Gong, Xero, and Box, from HubSpot's help articles, updated in October. Rob (AI host): Fresh seat: today I'm playing a hypothetical RevOps manager whose team lives in Gong, Slack, and Xero, and who wants answers without the tab hopping. Dana (AI host): Good pick, that's exactly who asks for this. Dana (AI host): Why it matters: HubSpot says connected apps let you get insights and complete tasks without leaving HubSpot. Rob (AI host): So what does a connector actually do? Dana (AI host): Breeze Assistant can retrieve information and complete supported actions in the connected app. Rob (AI host): Our research listed the launch apps as Fathom, Xero, Box, Canva, Gong, and Slack. Dana (AI host): All of them are on HubSpot's list today, and the full list has eighteen apps, from Amplitude and Atlassian to Linear and Google Calendar. Rob (AI host): And the ones our research called coming later? Dana (AI host): Google Drive, Gmail, and NetSuite are listed now, and Zoom is listed as beta. Rob (AI host): Is the agent list the same? Dana (AI host): Close, not identical. HubSpot's AI agents list adds Zapier, and NetSuite isn't on it. Rob (AI host): Which plans? Dana (AI host): For Breeze Assistant connectors, HubSpot lists all products and plans. Dana (AI host): For connecting apps to agents, it's Starter and up on the hubs, or Smart CRM Professional and up. Rob (AI host): Our research said every tier for both. Dana (AI host): True for the assistant. Dana (AI host): For agents, HubSpot's article starts at Starter, and some agents may use HubSpot Credits. Rob (AI host): Okay, connecting one. Say, Gong. Dana (AI host): Click Breeze Assistant in the top navigation, click the plus sign, then go to Connectors, then Add connector. Dana (AI host): Click Connect on the app. Rob (AI host): Then what? Dana (AI host): Sign in to your account for that app, review the permissions it needs, and click Allow. Dana (AI host): You need your own account for each app you connect. Rob (AI host): And if the sales team already connected Gong inside Agent Builder? Dana (AI host): Then it's already available in Breeze Assistant, with no second connection. Rob (AI host): What can each app do once it's connected? Dana (AI host): It varies. Dana (AI host): HubSpot says each app supports a different set of actions, and the responses depend on the connected app. Rob (AI host): So how does the team find out what Gong can do? Dana (AI host): Plus sign, Connectors, Manage connectors, then Manage on the app card. Dana (AI host): The Overview lists available actions and example requests. Rob (AI host): And if someone asks about an app nobody connected? Dana (AI host): Breeze Assistant tells you the app isn't connected, and then gives you instructions for connecting it, right in the chat. Rob (AI host): Now agents. Can an agent use these apps too? Dana (AI host): Yes. Dana (AI host): HubSpot connects its AI agents to outside apps through the Model Context Protocol, so agents can use live business data and take actions without custom code. Rob (AI host): What example does HubSpot give? Dana (AI host): A revenue operations team connects an agent to Gong and Notion to analyze customer conversations and generate account planning summaries. Rob (AI host): That's basically the job of the manager I'm playing. Rob (AI host): How do you attach an app to an agent? Dana (AI host): In Agent Hub, open the Agents tab and clone the agent from its menu. Dana (AI host): In the Actions section, click Add action, open the Connectors tab, and click Connect and add. Rob (AI host): Anything app specific? Dana (AI host): HubSpot says each supported app has its own configuration requirements, and recommends checking each app's own website. George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies. George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission. George B. Thomas (AI voice clone): A connector can read your other tools, but your systems still have to agree on who owns what. George B. Thomas (AI voice clone): Sidekick's RevOps and integration team connects HubSpot to your billing, support, and other platforms, with sync rules and error monitoring. George B. Thomas (AI voice clone): We start with your humans, then the tools. George B. Thomas (AI voice clone): Look for RevOps and Integration under services at Sidekick Strategies dot com. Rob (AI host): Now Xero. The team already syncs Xero with HubSpot. Is a connector the same thing? Dana (AI host): No. The Xero Data Sync integration syncs contacts, products, invoices, and payments between the two systems. Dana (AI host): A connector lets Breeze Assistant retrieve information and take supported actions when you ask. Rob (AI host): Who installs the sync? Dana (AI host): A Super Admin, or someone with App Marketplace permissions. Dana (AI host): Custom field mappings need at least Data Hub Starter. Rob (AI host): Ah. Two different jobs, then. Dana (AI host): Right. HubSpot documents them as separate tools, in separate help articles. Rob (AI host): And Slack? Dana (AI host): Slack works in both directions. As a connector, Breeze Assistant can search it from HubSpot. Dana (AI host): And when you use Breeze Assistant inside Slack, you at-mention it in a channel or thread each time you want an answer. Rob (AI host): How should the team write prompts that search these apps? Dana (AI host): HubSpot suggests four parts: the task, the context, the response format, and a search focus, like app names, files, folders, or dates. Dana (AI host): You can also add up to five web links as context. Rob (AI host): And choose which apps it searches? Dana (AI host): The Apps dropdown in the right panel lets you check specific apps, or switch on Use all apps as sources. Rob (AI host): Can it filter the results, like unread emails only, from a single sender? Dana (AI host): Not through filters. Dana (AI host): HubSpot says to use each app's own search syntax instead, and its example is a Gmail search for unread mail from one sender last month. Rob (AI host): And when it wants to change something in Gong or Xero? Dana (AI host): You're prompted to grant the access it needs, and user permissions still decide which actions are possible. Rob (AI host): Skeptic time. Rob (AI host): Our research said these connectors run on MCP, setup takes under two minutes, and shared agents should use a service account. Dana (AI host): Here's what we couldn't confirm. HubSpot's agent article says MCP, but the Breeze Assistant article doesn't. Dana (AI host): We found no setup time and no service account guidance, and Box admin steps aren't in HubSpot's articles either. Rob (AI host): So treat those as our research's advice, not HubSpot's word. Dana (AI host): Okay, a connector plan, hypothetical RevOps manager. Rob (AI host): Step one: check that the app is on HubSpot's list, and that you have an account for it. Dana (AI host): Step two: connect it with Add connector, then read its actions in Manage connectors. Rob (AI host): Step three, our suggestion: keep the Xero sync for records, and use the connector for questions. Dana (AI host): Step four: for agents, confirm you're on Starter or up before you plan anything. Rob (AI host): RevOps manager's verdict: worth connecting this week for Gong and Slack questions, as long as you check HubSpot's list and plans first. Dana (AI host): Ask across your tools, but check the list first. Rob (AI host): HubSpot's help articles and our research are linked in the show notes, with more at Sidekick Strategies dot com. Dana (AI host): Thanks for connecting with us. Rob (AI host): Connect the app you open most first. Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music. Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.