The Vantage View | HubSpot

Is HubSpot Using Your Customer Data to Train AI? The AI Model Training Setting Every Admin Must Know | Vantage Point

Written by David Cockrum | May 12, 2026 4:18:53 PM

Key Takeaways (TL;DR)

  • What is it? HubSpot's "AI Model Training" toggle — enabled by default — lets HubSpot use your customer data to improve their AI models
  • Key Risk: Most admins don't know this setting exists, meaning your CRM data may already be training HubSpot's AI
  • How to Opt Out: Settings → Account Management → AI → Access tab → Toggle "AI Model Training" OFF
  • Processing Time: Up to one week after you toggle OFF for full opt-out to take effect
  • What You Keep: Every Breeze feature, every AI agent, all content generation — opting out disables NOTHING
  • Who Must Act: Super Admins only — this is an account-level setting requiring elevated permissions
  • Bottom Line: You can have full AI functionality AND full data privacy — but only if you take 60 seconds to check this setting

Introduction

There's a setting buried in your HubSpot portal that's ON by default — and it's giving HubSpot permission to use your customer data to train their AI models. Most HubSpot admins don't even know it exists.

The setting is called AI Model Training, and unless you've explicitly turned it off, your CRM contacts, deal data, conversation history, and other customer information may be feeding into HubSpot's machine learning pipeline right now.

Here's the good news: opting out takes less than 60 seconds, and it doesn't disable a single AI feature. You keep Breeze Assistant, all 14 Breeze Agents, content generation, conversation summaries, and every other AI-powered tool HubSpot offers.

But there's a critical distinction most organizations miss — and it's the difference between HubSpot using your data to help them and HubSpot's AI using your data to help you. In this guide, we'll walk through exactly what the AI Model Training setting does, how to opt out, what it actually affects (and doesn't), and how to configure your complete AI settings dashboard for maximum capability with maximum control.

If you've already read our companion guide, Is Salesforce Using Your Customer Data to Train AI?, you'll notice the same pattern: opt-in by default, opt-out without penalty. This HubSpot guide gives you everything you need to take the same decisive action on the other side of your CRM stack.

What Is HubSpot's AI Model Training Setting?

The AI Model Training toggle lives in Settings → Account Management → AI → Access tab. When enabled (the default state for all HubSpot accounts), HubSpot may use your Customer Data — as defined in the HubSpot Customer Terms of Service — to train and improve their AI models.

What the Setting Actually Says

"When enabled, HubSpot may use your Customer Data in this account to train our AI models. Your data is never exposed to other HubSpot customers and opting out will not limit your access to AI features."

Let's break down the three key commitments HubSpot makes directly in this description:

  1. "May use your Customer Data" — This is broad. Customer Data includes CRM records, contacts, deals, conversations, and other data you store in HubSpot.
  2. "Never exposed to other HubSpot customers" — Your data stays siloed. Other accounts never see it, even when it's used for training.
  3. "Opting out will not limit your access to AI features" — This is the critical one. Turning this off costs you nothing in terms of functionality.

Key Technical Details

  • Default state: ON for all HubSpot accounts
  • Permission required: Super Admin access only
  • Scope: Account-level — applies to all data in the account
  • Multi-account note: Must be configured separately for each HubSpot account you manage
  • Audit trail: All toggle changes are captured in HubSpot's audit logs
  • Exception: Accounts with Sensitive Data turned on are automatically opted out and cannot opt in

The Critical Distinction: AI Model Training vs. AI Data Access

This is the number-one source of confusion for HubSpot admins, and getting it wrong can lead to either unnecessary risk or unnecessarily disabled features.

AI Model Training (HubSpot's Benefit)

What it does: Allows HubSpot to use your customer data to improve their AI models — making HubSpot's AI better for all customers over time.

Who benefits: HubSpot and the broader user base (future model improvements)

What happens when OFF: HubSpot stops using your data to train models. Period.

AI Data Access (Your Benefit)

What it does: Allows HubSpot's AI features to read and analyze your data to provide you with insights, summaries, recommendations, and content generation.

Who benefits: Your organization directly

What happens when OFF: AI features lose the ability to work with your data — summaries don't work, content generation loses context, Breeze Agents can't access CRM records.

The Bottom Line

These are completely separate controls. You can — and in most cases, should — disable AI Model Training while keeping AI Data Access fully enabled. This gives you:

  • ✅ Full Breeze Assistant functionality
  • ✅ All 14 Breeze Agents working at full capacity
  • ✅ AI-powered content generation, conversation summaries, and recommendations
  • ✅ CRM deduplication and intelligent search
  • ❌ HubSpot no longer using your data to improve their models

How to Opt Out: Step-by-Step Guide

Step 1: Navigate to AI Settings

  1. Log in to your HubSpot account as a Super Admin
  2. Click the Settings icon (gear) in the top navigation bar
  3. In the left sidebar, under Account Management, click AI
  4. Select the Access tab

Step 2: Locate the AI Model Training Toggle

Scroll down past the generative AI features toggles and Breeze Assistant section. The AI Model Training toggle is at the bottom of the Access tab.

Step 3: Turn It Off

Toggle the AI Model Training switch to OFF.

Step 4: Understand the Timeline

Once you toggle the setting off, HubSpot initiates a background process to remove your data from their AI training pipeline. This process takes up to one week to complete. After that, your customer data is no longer used to train HubSpot's machine learning models.

Step 5: Verify in Audit Logs

For compliance documentation, navigate to Settings → Account Management → Audit Logs to confirm the change was recorded with a timestamp and the Super Admin who made it.

Pro Tip: If your organization has the Sensitive Data feature enabled, you're already opted out automatically. HubSpot won't even give you the option to opt in — this is a built-in safeguard for accounts handling sensitive information.

What Opting Out Does NOT Affect

This is where many admins hesitate — they worry that opting out of AI Model Training will break something. It won't. Here's the complete list of features that continue working normally after you opt out:

Breeze Assistant

  • Still generates content, answers questions, and drafts communications
  • Still accesses your CRM data (if AI Data Access is enabled)
  • No degradation in quality or speed

All 14 Breeze Agents

HubSpot currently offers 14 specialized Breeze Agents, and every single one continues to function after opting out:

  1. Customer Agent
  2. Prospecting Agent
  3. Data Agent
  4. Closing Agent
  5. Social Post Agent
  6. Blog Research Agent
  7. RFP Agent
  8. Company Research Agent
  9. Deal Loss Agent
  10. Customer Handoff Agent
  11. Customer Health Agent
  12. Shopify Store Performance Agent
  13. Call Recap Agent
  14. Sales to Marketing Feedback Agent

Other AI-Powered Features

  • Content generation — Email copy, landing pages, blog drafts, social posts
  • Conversation summaries — Call transcripts, email threads, chat logs
  • CRM intelligence — Deduplication, smart search, property recommendations
  • Data analysis — Reports, forecasting, pipeline insights
  • Recommendations — Content optimization, send-time optimization, lead scoring

The Complete HubSpot AI Settings Dashboard

The AI Model Training toggle is just one piece of a comprehensive AI settings dashboard. Here's everything you should review:

Access Tab Settings

Setting Default State What It Controls
Give users access to generative AI tools and features ON Master toggle — disabling this turns off ALL generative AI
CRM data ON Lets AI access CRM records and properties
Customer conversation data ON Lets AI summarize calls, emails, and chats
Files data OFF Lets AI access files in your HubSpot file tool
Breeze Assistant ON Enables/disables Breeze Assistant for all users
AI Model Training ON Allows HubSpot to use your data for model training

Notable: Files data is the only toggle that defaults to OFF. This means HubSpot takes a more conservative approach to accessing your uploaded documents, PDFs, and other files — you must explicitly enable this.

Data Sources Tab

Beyond the Access tab, HubSpot offers a Data Sources tab where you can configure what contextual information AI uses to generate better output:

  • Brand Kit — Logo, colors, and brand voice for content generation
  • Company Profile — Name, domain, and industry information
  • Ideal Customer Profile (ICP) — Target market details at the company level
  • Products and Services — Value proposition and pain points
  • User Profile — Individual user details for personalization
  • Buyer Profile — Target persona characteristics and buying context
  • Selling Profile — Outreach tone and messaging for prospecting agents

Recommendation: Even if you opt out of AI Model Training, invest time configuring your Data Sources. This is how you get better AI output — by telling HubSpot's AI what your business does, who you serve, and how you communicate. This data stays within your account and is not part of the training pipeline.

HubSpot's AI Trust and Security Framework

HubSpot has built a comprehensive trust infrastructure around its AI features. Understanding this framework helps you make an informed decision about the AI Model Training setting.

Three Core AI Controls

  1. Model Zero Data Retention — Third-party AI providers (OpenAI and Anthropic) do not retain your data after processing. It's used temporarily to generate a response, then discarded.
  2. No Customer Data Used for Third-Party Model Training — Even when AI Model Training is enabled, your data is only used by HubSpot's internal models. OpenAI and Anthropic are contractually prohibited from using your data to train their models.
  3. Model Level Risks Mitigated — HubSpot applies security frameworks and red teaming to mitigate risks at the model level.

AI Models Currently in Use

HubSpot uses a combination of models from two providers:

  • OpenAI: GPT 4.1, GPT 4.1 mini, GPT 4.1 nano, GPT 5 Mini, GPT Image-1
  • Anthropic: Claude Opus 4.5, Claude Sonnet 4

Security Frameworks and Compliance

HubSpot's AI implementation is evaluated against:

  • OWASP LLM Top 10 — The standard checklist for large language model security risks
  • NIST AI RMF — The National Institute of Standards and Technology AI Risk Management Framework
  • MITRE ATLAS — The adversarial threat landscape framework for AI systems

Red Teaming Coverage

HubSpot conducts red teaming (security testing) across six categories: Jailbreaks, Cybersecurity threats, Harmful content generation, Data leakage, Model manipulation, and Responsible AI compliance. All of this is powered by PromptArmor, HubSpot's trust and safety partner.

How HubSpot Compares to Salesforce on AI Data Training

If your organization uses both HubSpot and Salesforce — or is evaluating them — here's how their AI data training policies stack up:

Feature HubSpot Salesforce
Default State ON — opt-out available ON — opt-out available
How to Opt Out Self-serve toggle in Settings Self-serve toggle in Setup (Spring '26+)
Feature Impact None — all AI features continue None — all Einstein features continue
Processing Time Up to one week Varies (not publicly specified)
Data Shared Between Customers No No
Auto Opt-Out for Sensitive Data Yes No equivalent
Third-Party Model Training Prohibited contractually Prohibited via Trust Layer
Audit Trail Yes Yes
Permission Required Super Admin System Administrator

For the full Salesforce walkthrough, read our companion guide: Is Salesforce Using Your Customer Data to Train AI? How to Opt Out of Einstein AI Training.

Who Should Opt Out? A Decision Framework

Not every organization needs to opt out, but most should at least evaluate their position. Use this framework:

Scenario Recommendation Reasoning
Regulated industries (healthcare, financial services, legal) Opt out Compliance requirements typically prohibit data use beyond primary purpose
Companies handling sensitive customer data Opt out Minimizes data exposure surface area
Enterprises with strict data governance Opt out Aligns with least-privilege data principles
Multi-region data requirements Opt out Reduces cross-border data processing complexity
Small teams wanting max AI improvement Consider leaving ON Your data helps improve the models you use
Early-stage startups Consider leaving ON Low risk, potential benefit from improved models
Sensitive Data enabled Already opted out HubSpot handles this automatically

The General Recommendation

For most organizations, we recommend opting out. The risk-reward calculation is straightforward: zero features are affected, your customer data stays out of the training pipeline, and the marginal benefit of keeping it on is shared across all HubSpot users rather than specific to your account.

Your 5-Minute Admin Action Plan

Don't just bookmark this article — take action now. Here's your checklist:

Step 1: Audit Your Current AI Settings (1 minute)

Navigate to Settings → Account Management → AI → Access tab. Note the current state of every toggle.

Step 2: Review What Data Types AI Can Access (1 minute)

Check whether CRM data, customer conversation data, and files data are enabled. Understand what you're sharing.

Step 3: Decide on AI Model Training (30 seconds)

Based on the decision framework above, toggle AI Model Training ON or OFF.

Step 4: Configure Data Sources for Better AI Output (2 minutes)

Switch to the Data Sources tab. At minimum, complete your Company Profile and Products and Services sections.

Step 5: Document Your Decisions (30 seconds)

Take a screenshot of your final settings configuration. Note the date, the Super Admin who made the changes, and the business rationale.

Frequently Asked Questions

Does opting out of AI Model Training disable Breeze features?

No. Opting out of AI Model Training has absolutely no impact on Breeze Assistant, Breeze Agents, or any other AI feature in HubSpot. All AI features continue to work normally. The training toggle only controls whether HubSpot uses your data to improve their models — not whether AI features can work for you.

How long does it take for the opt-out to take effect?

HubSpot states the process takes up to one week to fully complete. During this period, HubSpot is updating their data pipeline to exclude your account's customer data from future model training.

Is my data shared with other HubSpot customers?

No. HubSpot explicitly states that data is never shared between HubSpot users or accounts. Even when your data is used for model training, it remains isolated and is never exposed to other customers.

Does HubSpot share my data with OpenAI or Anthropic for their model training?

No. HubSpot contractually requires that third-party AI providers (OpenAI and Anthropic) do not use HubSpot customer data to train their own models. Furthermore, HubSpot enforces Model Zero Data Retention — these providers process your data temporarily and do not retain it afterward.

What's the difference between AI Model Training and AI Data Access?

AI Model Training controls whether HubSpot uses your data to improve their AI models (their benefit). AI Data Access controls whether AI features can read your data to provide you with insights and capabilities (your benefit). These are separate settings — you can disable training while keeping full AI functionality.

Who can change the AI Model Training setting?

Only Super Admins can manage AI settings in HubSpot. If you're not a Super Admin, you'll need to request that someone with Super Admin access make the change.

Does HubSpot's AI work differently if I opt out of model training?

No. The AI features use pre-trained models to generate responses and insights. Whether your specific data was part of the training set does not change how the AI performs in your account.

What if I have multiple HubSpot accounts?

The AI Model Training setting must be configured separately for each account. If you manage multiple portals, you need to check and configure the setting in every one.

Should I also configure the Data Sources settings?

Yes. The Data Sources tab helps HubSpot's AI generate better, more relevant output for your specific business. This is entirely separate from AI Model Training — configuring Data Sources doesn't share your data for training purposes.

How does this compare to Salesforce's Einstein data settings?

Both platforms follow a similar pattern: AI data training is ON by default, admins can opt out without losing features, and data is never shared between customers. Read our full Salesforce comparison for a detailed side-by-side analysis.

Conclusion

The AI Model Training setting is one of the most important — and most overlooked — configurations in your HubSpot portal. It's on by default, it uses your customer data, and most admins have never even seen it.

The good news is that HubSpot has made this remarkably straightforward to manage. A single toggle, a one-week processing window, and zero impact on functionality. Whether you opt out or choose to leave it on, the important thing is that you make a deliberate, informed decision rather than accepting the default by inertia.

For organizations managing both HubSpot and Salesforce, this is a dual-platform governance exercise. Audit both systems, document your decisions, and ensure your data privacy posture is consistent across your entire CRM stack.

Ready to audit your HubSpot AI settings? Contact Vantage Point for a comprehensive CRM governance review. As a dual-platform consultancy working with both Salesforce and HubSpot, we help organizations configure their portals for maximum AI capability while maintaining the data governance standards your business requires.

About Vantage Point

Vantage Point is a CRM and technology consultancy specializing in Salesforce, HubSpot, MuleSoft integration, Data Cloud, and AI-powered solutions. We help organizations across every industry maximize their technology investments while maintaining robust data governance and compliance standards. As certified partners of both Salesforce and HubSpot — and strategic partners with Anthropic, Aircall, and Workato — we bring a uniquely comprehensive perspective to CRM platform configuration, AI adoption, and cross-platform integration.

Last updated: May 2026

Related Resources: