Welcome to our HubSpot Product Spotlight for April. In this blog, we’ll explore some of the team's favourite HubSpot updates from the last month. Ready? Let’s dive in!
These are all the new features live and ready to use in your HubSpot portal.
Admins can now control view, edit/create, and delete permissions for custom events!
Until now, any user has had access to view, create/edit, and delete custom events. Custom events capture data which often drives critical marketing/business practices and admins need to ensure that these events can not be modified or deleted. Now, admins can prevent users from making undesired changes to their event setup.
Property history exports will now only contain the records that have a value for the property you are exporting.
Exporting a property's history gives you insight into how your CRM Data is changing over time. Previously, these exports included a row for every record of the property's object type. This meant that even if only 10 of your 200,000 contacts had a value for the property "Phone Number," your export would include 200K records/rows. By filtering this export down to only deliver the records that have a value for that property at one point in time, we'll make this export type much quicker.
It's now easier than ever to stay up-to-date on the latest Commerce Hub releases! Now, when you visit Commerce Overview, you'll see an "announcements" section on the page that includes all Commerce Hub-related product updates.
We have clarified the behavior for the Allow/Deny List for the case in which an email address/its domain appears in both the Allow and Deny List.
Creating consistency in managing your incoming email data.
We’re renaming the core object in the Feedback tool from “feedback submission” to “survey response.” This change brings consistency across the product and aligns with standard survey terminology.
Users of the Feedback tool need clear, consistent terminology when working with survey data—especially as we expand to support non-survey sources. Today, the same object is inconsistently referred to as both “submission” and “response,” which leads to confusion when creating properties, analyzing data, or referencing documentation.
You can now edit the name of your CRM exports.
Previously, users were unable to edit the name of their exports - it simply defaulted to the name of the index page view, list, or property history you were exporting. This made hunting down a specific export a big guessing game. Going forward, users will be able to name their exports so they're easily identifiable.
We’re expanding the power of conditional logic and redirects by introducing support for hidden fields as trigger criteria. With this update, you can now:
Use Hidden Fields in Conditional Logic
Dynamically show or hide fields. And skip steps based on hidden values like a campaign ID, persona, or page source.
Example: Show a custom question only if the hidden field `?pageId=pricing` is present
Use Hidden Fields to Power Redirects
Redirect visitors to different thank-you pages, HubSpot pages, meeting links, or external URLs based on hidden field values
Example: Send visitors with a hidden `utm_source=partner` to a partner-specific scheduling page
This update unlocks powerful new automation and personalization capabilities, allowing forms to adapt in real time based on visitor context, without any manual input required.
Whether you’re personalizing messaging, streamlining follow-ups, or improving campaign attribution, hidden field triggers make your forms smarter and more responsive than ever.
Forms should adapt dynamically to a visitor’s context—whether they arrive from a specific campaign, page, or audience segment.
Until now, hidden fields (pre-populated with default values or query parameters) couldn’t be used as triggers for logic or redirects, limiting automation and personalization options.
In the HubSpot App Marketplace, customers can now generate app review titles using AI to speed up the process of leaving a review.
Reviews play an important role in helping potential users pick the best app for their work – acting as a form of social proof. Previously, app reviews lacked meaningful titles. Now, app reviewers can use AI to generate a more impactful title, to aid peer app users to quickly scan and get value when evaluating an app.
New Help Desk layout setting options and usability improvements are available to help support teams navigate smoothly around the workspace and be more efficient as they troubleshoot, respond, and resolve their tickets.
This release includes three updates:
Support reps need to feel grounded and focused in their workspace, and being able to choose a default "home base" that suits their working style will allow them to navigate more easily, find the information they're looking for quickly, and deliver better customer experiences at scale.
You can now create a new static List directly from index pages, for example Contacts, Companies, Deals, Tickets, and more.
Previously, you could only add records to an existing static List. If you wanted to add records to a new List, the experience was confusing:
Now, you can create a new static List directly from the index pages without having to bounce between different areas of HubSpot.
We've updated how you manage target markets! They are now simply called "markets" and have a new, centralised home within your account's master settings. Previously, setting up and managing target markets happened within the configuration tab of buyer intent.
To ensure optimal performance, we're also introducing a limit of 20 markets. If you currently have more than 20, your existing markets will remain unaffected. However, to create new markets, you'll need to remove some of your current ones first.
Starting today, you can now do the following:
You can now select which properties will be retained on the final record when merging records, giving you unprecedented control over your data consolidation process.
This feature enhances HubSpot's commitment to data quality and user empowerment. As businesses grow, managing records becomes increasingly complex. By providing granular control over property selection during merges, this new tool allows users to maintain data integrity with precision. It offers the flexibility to tailor the merge process to specific business needs, ensuring that every data consolidation aligns perfectly with your organization's data management strategy.
You can now use document events (e.g., viewed, shared, finished viewing) to build lists.
You can now easily segment contacts and their related objects based on document events! You can use document-filtered lists to assess which contacts have interacted with your documents to help inform follow-up actions like calling, email and workflows, or build custom reports.
You can now add a meeting calendar to CTAs and include a scheduling experience right inside of your popup. Instead of sending visitors to another tab or screen, they can now pick a time directly from the CTA. This helps reduce drop-off and makes it easier to convert high-intent leads.
Booking time with leads is a critical conversion point, but current CTAs require extra clicks or redirection to external calendar pages. By embedding a meeting calendar directly into the CTA, visitors can book a time right away without leaving the page. This makes the experience smoother and helps turn interest into action faster.
With the new content remix homepage experience, you can easily keep track of and manage the remixes you've recently created, as well as your custom remix templates.
The updated content remix homepage and manage screens make it easier to keep track of your recent remixes and custom remix templates.
HubSpot are updating the revenue goal creation process to provide more clarity about which goals appear in the forecasting app.
There are two templates for revenue goals in HubSpot: “Forecastable Revenue,” which is designed for use in sales forecasting, and “Revenue,” which supports additional goal cadence and pipeline customization options that are not always compatible with forecasting.
With today’s change, HubSpot will proactively point users towards the right template for their desired use case during the goal setup process. In addition, only goals built using the “Forecastable Revenue” template will be available in forecasting moving forward.
An accurate sales forecast gives sales leaders predictability and confidence.
To ensure accurate forecasts, you need an easy and clear way to set and view your team’s goals, and confidence that the goals you create will show up in the right place in your HubSpot account.
With today’s change, you have a clearer goal creation process, and more control over which goals appear in your forecasts.
You can now apply unique value enforcement to custom phone number properties.
This enables admins to establish unique values for phone numbers. For example, you may want to ensure that two contacts don’t have the same phone number to reduce contact record duplication.
HubSpot have expanded their collection of essential apps for customer service in the HubSpot App Marketplace. When used with Service Hub, these apps help you scale support, unify customer conversations, and drive retention, so you can focus on delivering customer value.
Check out a sampling of the apps in the updated collection:
By connecting HubSpot with these essential apps, you can scale support, drive proactive retention, and keep every customer interaction connected—all in one place.
Get started with essential apps for customer service.
Looking for more ways to connect your tech stack? The HubSpot App Marketplace offers more than 1,800 out-of-the-box apps, so your teams can stay connected to the right information and tools to over-deliver on customer satisfaction and uncover new opportunities.
HubSpot have updated their collection of essential apps for marketers in the HubSpot App Marketplace, highlighting recommended apps for Content Hub and Marketing Hub. These apps aid marketing efforts by helping you create standout content, reach new audiences across channels, and unify your tech stack.
Check out a sampling of the apps in the updated collection:
A connected tech stack is a must for marketers. When paired with Marketing Hub and Content Hub, these featured apps help marketing teams build an audience with breakthrough content, generate leads, and convert customers with deep personalization and strategic reporting.
Get started with the essential apps for marketers curated app collection.
Looking for more ways to connect your tech stack? The HubSpot App Marketplace offers more than 1,800 out-of-the-box apps, to help extend your capabilities, connect with essential tools, and create a unified marketing tech stack that drives better results and greater efficiency.
It is easier than ever to add more 1:1 messaging channels to Help Desk and provide customer support across channels like SMS, Instagram, Telegram, LINE, WhatsApp, and Slack. Click here to discover which marketplace apps can do this via a new HubSpot API, with more integrations on the way.
To provide truly omni-channel customer service, companies need to be able to connect with their customers on their preferred channels, whether those preferred channels be popular or niche. Historically, those channels were limited to the ones that HubSpot directly maintains (like Email or Live Chat). Now customers have even more choice over the communication channels the can offer to their own customers.
Channel integrations powered by this API are the best fit for customer support. Outbound sales sending from CRM records is not supported at this time.
The Custom Channels API allows you to integrate any text-based messaging channel with HubSpot's Help Desk and Conversations Inbox, mirroring the functionality of existing integrations like Facebook Messenger, WhatsApp, and SMS.
You can build your own messaging API that uses this API or install an existing marketplace app that uses it.
To deliver effective omni-channel customer service, you must connect with customers on the channels they prefer. Custom Channels API, allows support teams to manage all interactions from a central help desk, enhanced by a unified, comprehensive view of customer data.
You can now add records to static lists from the actions dropdown from within a list!
Imagine you're reviewing a list, and realize that you want to add a few more contacts before sending an email. Previously, you would have to:
Now, all of this can be done faster and easier, without navigating away from the list!
Meet customers in their currency with expanded multi-currency support in Commerce Hub. You can now sell in 130+ global currencies through HubSpot payments and Stripe payment processing, enabling you to charge buyers in their preferred local currency.
When your customers see pricing in their local currency, they understand exactly what they'll pay without confusion or surprises. They don't need to worry about potential costs associated with fluctuating exchange rates, which builds trust at checkout. This enables your customers to pay in their currency while you get paid in yours, making it easier to expand globally.
Specify an end time in a CTA’s countdown. This makes countdowns more precise and effective, helping visitors better understand when an time-limited offer expires.
You can now specify a precise end time for your countdown CTAs. Previously, countdowns displayed urgency but lacked specificity around when an offer or deadline ended, especially in cases where the CTA spans multiple time zones or days.
You now have access to 9 new section templates in your Elevate theme to create more engaging landing pages:
These new section templates give you more starting points to build compelling landing pages that help you generate leads more effectively. With more layout options, you can create customised landing pages that match your brand and conversion goals without starting from scratch.
Interactive voice response (IVR) is a system that allows automated interactions with callers through pre-recorded voice prompts and keypad inputs.
Now, customers can add voice routing to this system. Enabling AI powered voice actions for call routing and personalised self-service options.
Touch-tone IVR systems are rigid, providing only a fixed set of routing options, which can be frustrating for customers whose issues do not fit neatly into the listed categories. Also, users with disabilities face limitations when IVR systems lack natural language options, making it difficult for them to navigate. This can result in longer routing times, inaccurate menu selections, and increased frustration.
Dashboards and Reports in the HubSpot Mobile app can now be dynamically filtered by Owners or Teams.
Users can now filter Dashboards and Reports on Mobile by Owners and Teams. This is useful, for example, if a Sales Manager has a Dashboard monitoring all their reps' activity, and needs to focus on just a particular rep or handful or reps. Now, they can explore this data in a more focused way on mobile, without needing to laboriously create multiple copies of dashboards per rep.
This update introduces a new permission that enables admins to control whether a user or team can add, edit, and remove associations on existing records. We’ll start broad with a permission where a user can either add/edit/remove associations or they cannot. The initial version will apply across all object types with records.
Users will need edit access and the new "Edit Associaitons" permission to be able to make changes to associations on an existing record.
We'll introduce two changes simultaneously:
Admins are focused on ensuring that their reps are only completing required tasks and locking down permissions to ensure data quality. Today, users can add associations to records that they can only view but not edit, which feels inconsistent at best. We have and will continue to expand the impact of associations across the HubSpot platform; making association quality ever more important. Admins can now expect to be able to lock down who can create, edit, and delete associations.
Introducing separate opt-ins/outs for WhatsApp message types: "WhatsApp Marketing" and "WhatsApp Transactional." You can now manage and obtain distinct consent for marketing and transactional messages, enhancing your communication outreach strategies and overall customer experience.
You can now enable separate opt-ins/outs for marketing vs utility WhatsApp template messages.
Any business-initiated messages sent outside of WhatsApp's 24-hour conversation window requires portal users to use a pre-approved WhatsApp template, and businesses can only send template messages to users who have subscribed to receive messages from them on WhatsApp.
This approach will address the needs of businesses that may lose critical communication opportunities due to previous broad opt-outs and provide a pathway to respect customer preferences while maintaining necessary engagements like order confirmations, account alerts, etc.
Now there's a new way to see exactly how fast your website loads for your actual visitors. With the site speed dashboard, you can use real user data to evaluate how well your website performs for visitors against key web vitals metrics. You can then use this data to optimize load times and improve user experience.
A slow website frustrates your visitors and hurts your business. But until now, it's been hard to know exactly how your site performs in the real world. This dashboard changes that by showing you:
Your invoices now display complete payment history when customers make partial payments, giving both you and your customers clear visibility into all transaction details.
This helps you track outstanding balances and maintain clear payment records. Your customers benefit from transparent payment history so they can manage their payments more easily.
With brand identity, your brand’s key features — like voice, tone, visual style, mission, and competitive insights — are pulled from your existing content automatically. That context is used to inform AI-generated content across customer touch points, helping your brand stay effortlessly consistent as you scale.
Consistent, brand-aligned content is critical in today's competitive landscape. Generic AI outputs often overlook the nuances of brand identity, leading to diluted messaging and diminished customer engagement. Brand identity addresses these challenges by:
New visual indicators in the deals table that flag potential deal risks and recommend specific actions, enabling sales reps to quickly identify priorities across their pipeline at a glance.
When managing multiple deals with competing priorities, it's challenging to:
These visual indicators bring critical insights directly into your workflow, allowing you to prioritize effectively and take strategic action without switching contexts.
Task management functionality is now integrated within the sales workspace, allowing users to search, sort, and organise tasks without switching contexts.
Connect and manage your organisation's existing HubSpot accounts with centralised governance and the ability to share assets and customer data across accounts. In this release Multi-Account Management will come with three features:
Multi-account Management is built for multi-organizational businesses with distinct data models and/or strict data separation needs who want to collaborate across HubSpot accounts.
Task management functionality is now integrated within the sales workspace, allowing users to search, sort, and organise tasks without switching contexts.
New visual indicators in the deals table that flag potential deal risks and recommend specific actions, enabling sales reps to quickly identify priorities across their pipeline at a glance.
When managing multiple deals with competing priorities, it's challenging to:
These visual indicators bring critical insights directly into your workflow, allowing you to prioritize effectively and take strategic action without switching contexts.
SMS users will now be able to add and edit labels for test phone numbers within the SMS Editor.
Before sending an SMS, users are encouraged to send a test message to themselves or a colleague to check and make sure everything is set up correctly. With customizable labels, you'll never second-guess which test number belongs to which team member, saving you time and preventing confusion when verifying your messages look perfect.
You can now make fast and easy edits to your Reports from the Report Viewer.
Making small changes to your Reports can be time consuming, bringing Report Settings to the Report Viewer makes it easy to access important settings with a single click.
HubSpot are excited to announce the rollout of the User Time Zone feature, the first step toward a seamless time zone experience across HubSpot. You can now set your preferred time zone for Marketing Content Scheduling (email, social, and SMS) and Marketing Index Pages. Our aim is to expand this feature throughout the platform for consistent time zone experiences, and we'll keep you updated on developments.
Customers operating across multiple geographic regions, such as North America and Europe, often face challenges due to users existing in different time zones. This can impact their ability to effectively utilize HubSpot’s tools. With the upcoming changes, we aim to enhance the experience for teams with users in diverse time zones within the same account.
The improved HeyGen app for HubSpot now helps you automate the production and distribution of personalized AI-generated videos through marketing emails. This let’s marketers create personalized video experiences at scale using customer data from HubSpot.
Before, creating videos for marketing campaigns was time-consuming and resource-intensive, making it difficult to scale personalised video content for different audiences.
Now, you can seamlessly create personalised videos for each contact using your CRM data and distribute them through HubSpot marketing emails and workflows. With HeyGen's realistic AI avatars, you can automatically generate videos that address recipients by name and include personalised content, saving valuable time and resources. You can now:
HubSpot are excited to announce the launch of native order creation directly within HubSpot. This new feature allows you to create and manage sales orders without leaving the HubSpot platform. You can now generate orders from deals, associate them with contacts and companies, and track order details all in one place.
This feature streamlines your sales process and eliminates the need to switch between HubSpot and external systems for order management. Key benefits include:
Editing properties on the record page and Preview sidebar is now faster, easier, and more intuitive. Instead of clicking ‘save’ after each edit, HubSpot will save your property edits as they are made on the ‘about this record’ section on the left sidebar of the record page, as well as the Preview sidebar.
Property autosave will reduce the number of clicks required to enter data in the CRM, making data entry fast and saving you time.
Additionally, property autosave will decrease the risk of data entry errors and data loss when users forget to hit ‘save’ before moving on to the next task in the CRM. Users’ work will be saved as they go.
You can now select 'Lists' as a Primary or Secondary data source in the Custom Report Builder.
Understanding which segments perform best based on all your marketing, sales, and service activities is essential for refining targeting, crafting relevant content, and ensuring an optimal customer experience. Having Lists as a data source will now make it possible to answer such critical requests we've heard, such as:
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
You can now effectively manage and troubleshoot any issues that arise across all automation tools in workflows, forms, pipelines, and more.
A key piece of automation management is easy, effective troubleshooting. With expanded automation issue detection and management, you now have a quick way to review all issues that may arise in any of HubSpot's automation tools - not just in workflows!
This means your automation - regardless of where it's built - is easier to monitor, and troubleshooting is faster.
The create workflow process now starts directly in the workflow builder, with the ability to browse all available workflow triggers upfront.
>> Watch this 5 minute demo video to learn more! <<
In the past, when creating a workflow, the first step was to choose an object type. For newer users who hadn't yet learned HubSpot object terminology, the choice was overwhelming!
Even for experienced users, this meant committing to a specific object before confirming if the trigger you need will be available there.
If it wasn't, you may have assumed the feature didn't exist in workflows and miss out on an automation opportunity. At best, you'd need to go through the trouble of abandoning that workflow, creating a new one, and repeating that process until you found the trigger you needed.
With this change you'll go directly into the workflow builder after clicking "Create workflow", where you can immediately begin browsing all available workflow triggers!
You can more easily switch between different trigger options while in this flow, and maybe even discover some new triggers you didn't know existed!
When a trigger is selected in the new experience, HubSpot will set the workflow object type automatically, when possible, to save you time and clicks!
This update makes it easier for to you to find the best trigger for your process, while removing decision points with limitations that made it hard to get started.
Breeze knowledge base agent leverages customer agent knowledge gaps and support tickets to create article drafts for your knowledge base automatically.
You can simply review article content, make edits, and publish!
On top of their regular day-to-day, support agents, marketing managers, and technical writers spend hours identifying gaps in their knowledge base to determine what types of content their customers are looking for.
Users then have to search to find answers to common inquiries that likely exist somewhere in their ticket repository.
The new knowledge base agent will eliminate the need to manually find answers to customer inquiries and write and create knowledge articles by offering self-service content that is fresh, relevant, and automatically at your fingertips!
You can now sync invoices from HubSpot → Xero and Xero → HubSpot!
In addition to syncing invoices, payments applied to invoices will also be synced, whether the payments are created in HubSpot or in Xero. You can control which direction you want to sync invoices, and use filters to control which invoices are included in sync.
Until now, HubSpot’s Xero integration only supported one-way syncing of invoices from Xero → HubSpot. With this new functionality, you can use invoice sync to send invoices both from Xero → HubSpot, and HubSpot → Xero.
This update makes is easy to reflect invoices and payments in your accounting system—you no longer need to manually export invoices from HubSpot and upload them to Xero. Any invoices that are created in HubSpot can be synced into Xero within minutes, and will be updated if the invoice is changed in HubSpot, or vice-versa.
You can now monitor operational health of your Help Desk by reviewing message analytics right in your Help Desk Summary Tab.
These new analytics are designed to empower leaders of support teams with actionable data, driving better decision-making and enhancing our overall support operations.
Ticket complexity varies ticket by ticket. The number of messages sent by customer and support reps is an indication of how complex a ticket is. Understanding key message analytics of today's messages is a key information for leaders of support teams to monitor the health of their teams and to identify where they can step in to help out.
Starting April 16th, 2025, any datetime properties created in your HubSpot CRM now display both date AND time when used as personalisation tokens in Marketing Hub emails.
With both date and time context, you can send truly personalized meeting reminders, event notifications, and confirmations that include exact times - creating clearer communication that drives better customer experiences.
Starting April 16th, 2025, any datetime properties created in your HubSpot CRM now display both date AND time when used as personalization tokens in your SMS messages.
Support teams can now view, create, and edit notes in help desk, replacing comments as the primary means for internal collaboration in help desk. Notes are already the building blocks that power internal collaboration across the rest of the HubSpot platform, and now they power collaboration that takes place inside of help desk as well!
Since the release of help desk, we've heard consistent feedback that support teams are struggling to collaborate internally and with cross-functional stakeholders—like sales agents—when troubleshooting and resolving tickets. These changes will effectively replace comments with notes, addressing two of the biggest pain points our customers have shared:
By removing the display properties for associated records in exports, we greatly increase the speed and performance of larger exports. For larger exports, removing this one column can save hours on your export -- getting you the data you need out of HubSpot faster.
You can now convert static lists to active lists while keeping the list ID and references intact!
Previously, after creating a static list, if you discovered that you had applied the wrong filter or wanted to update your list with a new filter, you either had to clone the list or start over. These workarounds are not only time-consuming, but also mean the list ID updates, and you lose all of the references where the list was being used.
Showcase your podcast episodes directly to website visitors with the new podcast slide-in CTA template. You can now promote your latest episodes anywhere on your site with just a few clicks.
With HubSpot's integrated CTA tool you can strategically place podcast promotions across your website to grow your audience. Track listener engagement through your existing HubSpot analytics dashboard to measure performance, gain audience insights, and create more of the content your visitors love.
Now, when reviewing and publishing a workflow, customers can enable metrics. They'll also receive guidance on whether metrics is recommended for that specific workflow and see the number of workflows in their portal currently using metrics. We're introducing a limit of 20 workflows per portal that can have metrics enabled at the same time. Customers can easily turn metrics off for one workflow and on for another via each workflow's settings.
With workflows metrics, customers can see conversion and performance data to help them understand each part of the workflow. Now, when reviewing and publishing a workflow, customers can enable metrics to ensure all enrollment data is tracked from the moment the workflow is published.
Leads saved views let sales reps create and access customised filtered views of their leads.
Sales reps need to quickly access different segments of their leads based on specific criteria to prioritise their outreach effectively. With saved views, reps can:
Preview your emails instantly across 100+ email clients including Gmail, Outlook, and Apple Mail before you hit send. No more crossed fingers or awkward apologies for broken layouts.
Email testing shouldn't slow you down. Our redesigned experience with Litmus makes testing emails faster than ever before, letting you confidently send perfect emails to every inbox.
Today's Insights Feed is a new feature designed to streamline access and consumption of Service Hub data. It enables leaders of support teams to monitor operational health with a holistic view, bringing together multiple data points into a single, centralized location.
Today's Insights Feed will provide a new format of insight consumption with the goal of more timely, actionable insights in the Help Desk. With Today's Insights Feed, insights are delivered in an intuitive text format that simplifies your data review process. This means quicker, more informed decision-making and less time spent on manual data analysis.
Support organizations usually have large amounts of data at their fingertips but leaders don't always have the tools and resources to extract meaningful insights. The number of data points available to leaders of support teams is becoming increasingly overwhelming making it difficult to identifying relevant metrics and understanding the relationships between different data points.
Admins can turn on HubSpot Meeting Notetaker so sales conversations are automatically recorded, transcribed, and stored in HubSpot. This frees your team to focus fully on customers instead of note-taking. The tool seamlessly joins your Zoom, Google Meet, and Microsoft Teams meetings with external contacts.
Sales reps can engage completely in customer conversations rather than dividing attention with manual note-taking. Notes are automatically logged in HubSpot immediately after each call, providing valuable context for follow-ups and coaching opportunities.
The new deals sidebar provides sales representatives with critical deal context in a two-column layout within the sales workspace, helping them progress deals more efficiently.
Sales reps can access essential deal information without excessive scrolling or navigating away from the workspace. Admins can customize the sidebar layout to display the most relevant information for their teams, ensuring the right context is available. With increased visibility into deal risks, next steps, and guided actions, reps spend less time searching for information and more time effectively working their deals.
Businesses can now assign the Customer Agent to their Email accounts, streamlining support and lightening the load on human agents. For more information on the existing capabilities of the Customer Agent, check out our knowledge base article or stay updated with the latest features on our wiki.
Email is the highest-volume communication channel for our customers, but managing it effectively is a constant challenge. Delayed responses, inconsistencies in replies, and the high operational costs of manual handling make it difficult to meet customer expectations.
End users expect timely, accurate, and personalized responses that make them feel valued and understood. When businesses fail to meet these expectations at scale due to limited resources and the volume of inquiries, it negatively impacts the customer experience. This can lead to diminished trust, reduced customer satisfaction, missed engagement opportunities, and harm to the brand’s reputation.
Want to know whether a particular company has a podcast? If they're remote-only? If they're a competitor? Smart properties gives you the ability to customize the data returned by Breeze Intelligence to focus on the data that's the most important to you.
Create properties with an embedded AI prompt for our agents to research and find out the answer for you. Whether it's information on the internet or within your portal, ask anything from a simple question to a complex prompt with context and data will populate within the property for use across the CRM.
Smart properties will give you the ability to ask a question, or prompt, and have Breeze Intelligence AI answer the question similar to Data Enrichment.
Want to know if they have other office locations? Just ask! Need it formatted in a certain way? Include that in your prompt too! Here's an example:
"Does this company have any office locations other than North America? If yes, list them out with the city and country. If no, then don't respond with an answer."
HubSpot phone number acquisition is now available in additional countries!
You can submit business documentation for these countries, and acquire a HubSpot phone number that can be used for inbound and outbound calling, Team Calling in Help Desk, IVR, and more!
Calling users with global business locations must acquire a number in their locality. HubSpot is adding number acquisition for seven additional countries, allowing you to better solve for their calling needs in more regions.
In response to evolving regulatory landscapes, many countries are intensifying their enforcement of telecom regulations. This includes mandates for verifying the legitimate users of phone numbers and validating business locations. To streamline this process, HubSpot has introduced a documentation flow within its platform, allowing you to effortlessly submit the necessary regulatory documents, ensuring compliance and facilitating seamless number acquisition in these countries.
You can now use the Microsoft Teams integration to sync your organization's Microsoft Teams meeting data to HubSpot.
You can now:
You can also use conversation intelligence with your Microsoft Teams meetings, allowing further meeting analysis like reviewing tracked terms, viewing AI-generated call summaries, adding recordings to playlists for coaching, viewing call stats, adding inline comments to transcripts, and more.
This integration bridges a key gap between your Microsoft Teams meetings and your HubSpot data. By unifying your meeting information in one place, you eliminate data silos and ensure no customer interaction goes untracked. Now your sales and service teams gain greater visibility into customer conversations, equipping them with the context and insights needed to sell more effectively and nurture stronger customer relationships.
A centralised location to access and manage all meetings in HubSpot with support for custom properties to enhance reporting capabilities.
Let Breeze AI do the work for you and quickly find more customers who look and behave like your best customers.
Your best customers hold the key to finding your next ones. With AI-powered Lookalike Lists, you can automatically discover contacts who share traits and behaviors with your most engaged or highest-converting customers. Whether you're building a campaign, syncing audiences to Ads, or passing leads to sales, you're starting with contacts who are more likely to engage, convert, and stick around—so your team can work smarter, not harder.
Starting April 10th, 2025, we're rolling out a reorganized tab structure within the Marketing Email Editor to improve the discoverability of key tools and settings. By moving features into more intuitive categories, we aim to save you time so you can focus more on your email creation process.
As more functionality was added to the email editor over time, the interface became overcrowded. This updated tab structure directly addresses that by thoughtfully reorganizing settings and features, making it significantly easier to navigate and find the specific functionality you need.
Users can now transfer inbound calls from a calling channel to an individual HubSpot provided number.
There are situations where a rep can't successfully resolve a conversation on their own, or need to collaborate with a colleague in a different department or team. This update allows users to easily transfer any inbound call to an individual not assigned to the same workspace.
Default email allows admins to set a default email address by team in help desk. For many large multi-team support orgs with many different channels connected to help desk, not having a way to set a default email means that support reps risk accidentally sending from the wrong one, creating confusion for both the rep and their customer.
This feature will allow support teams to handle their tickets quickly and with confidence, knowing that the "from" address will always be what they expect.
Default email helps support reps deliver faster and more efficient customer support, removing the risk of sending from the wrong email address and the need to double check the "from" field before sending.
For managers, default email makes it easier for large customers with multiple teams to adopt and segment help desk in a way that works for their organisation.
Customer agent can now make API calls to your applications to perform simple tasks or give personalised answers to your customers by looking up their data.
Over 50% of customer queries require support reps to perform a task in a software application such as resetting the password or looking up order or billing information. Until now the customer agent had to handover such queries to human reps.
The calling remote is a fast and easy way for users to make calls any where in the CRM. With this update, users can now take notes, set call outcomes and call types directly in the remote.
Custom sales dashboards can now be embedded directly within the sales workspace, allowing teams to view key metrics without leaving their workflow.
A daily morning email that highlights your most important sales actions for the day.
This feature helps you prioritize your day by delivering a clear list of important actions directly to your inbox. You can:
Know who's ready to buy—now even before they hit your website!
With research intent, you can identify and engage high-fit companies that are researching topics relevant to what your business sells on 200,000+ websites.
Starting today, you can now do the following:
Every sales opportunity counts. HubSpot's new AI Meeting Assistant gives you a single place to manage meetings with prospects - providing pre-meeting insights to help you prepare, post-meeting summaries to share with attendees, and AI-generated Guided Actions to keep deals moving forward.
Sales success depends on making the most of every conversation. HubSpot supports you throughout the entire meeting lifecycle so you feel prepared going into conversations and know exactly what steps to take during follow-up, increasing your chances of closing deals.
We redesigned the experience for completing sales activities in the sales workspace, guiding sales reps to execute on their tasks more effectively by surfacing only the relevant context needed in a streamlined view.
Sales reps currently spend excessive time navigating between different parts of the CRM to complete their daily activities. This enhanced task experience improves the existing task completion workflow by consolidating all necessary information in one focused view. The redesigned interface reduces clicks and context-switching, helping reps build pipeline or close deals more efficiently.
On your Help Desk Summary Tab you can now review your most important tickets through the new tickets by priority card.
A support organisation has to deal with a large number of tickets every day. In order to make sure teams work on the most important and time-sensitive tickets, support leaders need to keep a close eye on the priority of a ticket.
The Help Desk Summary Tab enables leaders to monitor operational health every day. With the new tickets by priority card on the Help Desk Summary Tab, leaders will be able to keep a closer eye on tickets with high urgency enabling leaders to gain deeper insights into their team's performance and effectively manage workload distribution.
Get ready for a major upgrade to your marketing emails. With this rollout, you will gain access to a variety of modern, high-quality responsive email templates designed for common email marketing use cases including newsletters, webinars, product announcements, event invitations, and promotions.
With a refreshed library of our native drag-and-drop email templates, you can now quickly select and customize high-quality templates, spending less time on design and more time crafting compelling content that converts. Launch campaigns faster, seize timely marketing opportunities, and deliver a flawless experience across all devices with our responsive designs.
Get your campaign up and running quickly with ‘Start with AI’.
Simply upload a (brief) document or describe your campaign, and let Breeze automatically generate key details—including campaign name, goal, audience, and budget—while recommending the best assets to help you launch faster with confidence.
This innovation transforms your brief into a strategic plan, saving you time and helping you launch your campaign with ease.
Today, setting up a campaign is time-consuming and manual. You have to copy-paste your entire campaign strategy into the Campaigns app, with no direct way to leverage your existing external documents or brief descriptions.
Beyond that, creating a campaign lacks built-in strategic guidance—especially when it comes to choosing the right channel mix and getting started efficiently. Without clear recommendations and guidance, you might find it challenging to get the most out of your campaigns.
With this new Campaigns entry point, you can:
This ensures that your campaign is built on data-driven insights, giving you the confidence and clarity to execute.
HubSpot’s Google Meet app now works with conversation intelligence, so you can automatically record, transcribe, and analyze your meetings. Now you can leverage conversation intelligence for your cloud recording and transcripts and get the most out of the call engagement features. The new features allow you to:
Previously, valuable interactions from Google Meet meetings weren’t always logged and recorded in HubSpot, meaning you would miss out on important information.
Now, with conversation intelligence, you can easily record, capture, and leverage important meeting data by automatically recording meetings to capture important information, which provides an additional layer of intelligence for coaching and business intelligence now that the data exists in the HubSpot CRM.
Commerce Hub is launching a new, easy, and fast way for you to setup your accounting sync with QuickBooks Online. You can now set up your invoices, contacts, and products to sync to QuickBooks Online through three button clicks, following a revamped, one-page flow. If you're looking for more customization to meet your business needs, you can still access the full power of our integration through advanced settings.
Setting up your QuickBooks Online Sync is now easier and more intuitive. You'll benefit from a more straightforward, seamless setup with more default settings that simplify syncing your invoices and payments between HubSpot and QuickBooks Online. This means your financial data stays accurately synchronized without the complex multi-step process previously required.
AI Feedback Summaries is an AI-powered tool that analyzes and summarizes customer feedback submissions from surveys, grouped by objects like companies, deals, and tickets. It allows users to generate insights based on sentiment, trends, and key themes, reducing manual tagging and accelerating decision-making.
Customer Success Managers (CSMs) and CS Leaders often struggle to sift through and manually tag dozens of customer feedback submissions, leading to inefficiencies and missed insights. AI Feedback Summaries streamline this by quickly surfacing sentiment, trends in product or pricing feedback over time, filtering agent feedback by deal owner, identifying recurring issues in feedback from specific deals, operational insights by ticket or agent, and summarise feedback for accounts owned by each CSM.
You can now use the subscription API to create subscriptions in HubSpot. You can create subscriptions that store data as CRM records on the subscription object. You can also create subscriptions that will automatically send invoices to your customers. Invoices can be digitally paid through HubSpot payments, Stripe payment processing, or marked as paid when you receive an offline payment.
This enables you to connect subscriptions to external applications and update the data in HubSpot as changes happen. You can also initiate billing and payment collection in HubSpot.
You can now automatically format your data as it enters the CRM - ensuring that your data is clean, formatted, and valid.
This formatting will apply when users edit properties manually or import into properties. This can help you, for example:
Maintaining data quality in the CRM will be faster and easier. Now, your CRM will not only prevent entering invalid data but clean it on your behalf as it enters. Instead of forcing users and admins to correct validation issues and errors, HubSpot will now automatically correct those issues.
Admins can now configure the term they'd like to use in lieu of the HubSpot default for a particular object. For example, you might label deals as "opportunities." Once configured, "opportunities will then be reflected across most HubSpot tools.
HubSpot currently forces users to learn all of our terminology at the same time that they're learning a new platform. This adds friction to onboarding new teams to HubSpot.