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Customer story

Keep CRM agents informed about company changes

HubSpot’s Breeze agents use Exa to add live company research and public-web updates to CRM workflows.

The task

Bring current company and people information into customer-facing workflows.

What the agent did

Exa's HubSpot case study describes Breeze agents supplementing CRM records with live company and people searches. Monitoring detects public-web changes, such as leadership moves, funding or product updates, so agents can track companies and initiate workflows when relevant signals change.

The human’s role

HubSpot's product team selects and integrates the search provider.

How the product was chosen

HubSpot's team evaluated search providers after working with native model search.

The result

Exa reports use across millions of company searches and a 40% latency improvement. These are vendor-published customer results.

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