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.
Conversational intent, now structured and actionable. HubSpot have added new Unstructured engagement signals to the Intent Signals platform that automatically extract insights like Budget and Deal Timing from your calls, emails, and notes.
High-value signals are often trapped in unstructured conversations, making them impossible to use for automation or reporting. Now, these insights are automatically converted into company-level signals that you can use to:
You can now rotate your app’s client secret directly in HubSpot without submitting a support ticket. Respond to a potential compromise by regenerating a new secret in minutes.
If a client secret is leaked, an attacker could use it to generate valid OAuth API tokens for any customer who has installed your app, for as long as that secret remains active. Being able to rotate your secret immediately — without waiting on a support ticket — lets you shut down that risk the moment you become aware of it.
HubSpot now automatically moves conversations out of spam when a legitimate message comes in. This situation previously could occur when a rep starts a conversation with a contact, the contact's vacation auto-responder sends back a message that gets the conversation marked as spam, and later the contact responds to their own auto-responder with a real message.
Customers won't wonder why you never responded — and reps won't waste time digging through the spam folder looking for real messages.
You can now use association actions in workflows based on the following set of objects
The same set of objects can be worked on as the target in the
Expanding the supported object types allows more of your manual, repetitive data-management tasks to be automated so you can reduce manual effort, improve data consistency, and build more scalable, reliable processes that better reflects your business.
HubSpot are sunsetting legacy channel-level handoff routing in Customer Agent. After April 27, 2026, portals still using legacy handoffs will be auto-migrated to Global Handoff — a single, agent-level handoff configuration.
This affects two groups:
fallbackRoutingRule still configured. These portals have been seeing an in-app deprecation warning banner for several months.Portals not using the "Send to Customer Agent" module, or those with a single channel, are not impacted.
For impacted portals, auto-migration without action may result in conversations routing incorrectly or to the wrong team. Portals with complex per-channel routing setups are most at risk.
Your sales workspace has been updated today to work directly with your Smart CRM. The workspace's custom-built interfaces like the Prospects tab, Deals tab, and task playlists have been replaced with native CRM index pages.
A new migration tool that lets you, app developers, replace Legacy CRM Cards with App Cards built on UI Extensions, without any action from your customers. Using the new migrate views API endpoint, you can update customers' views to hide the Legacy CRM Card and display the new App Card in its place. App Cards are built with React and powered by HubSpot's UI extension capabilities, offering a richer and more flexible experience for your customers.
Legacy CRM Cards are being sunset on October 31, 2026. If you don't migrate, your customers' views could break or cards could disappear entirely. This tool gives you a developer-controlled path to replace legacy cards seamlessly, ensuring no adverse impact to your customers.
We’re adding three brand-new company news signals to help you pinpoint the perfect moment to engage your high-value accounts.
Starting today, you can track when companies attend events, kick off new product development, or sign new clients. These signals act as the ultimate conversation starters, giving your sales and marketing teams timely, relevant reasons to reach out.
These new signals unlock powerful new ways to personalize your sales and marketing motions:
You can now create rollup properties that find the earliest or latest date across associated records. Two new rollup types, Earliest date and Latest date, appear in the rollup type dropdown when you want to work with date fields.
Date-based rollups open up a whole category of insights that previously required manual work or workarounds. A few ways you can use them:
The audit log will now show updates to conditional property logic rules, including conditional property logic and conditional property options.
Audit logs for conditional logic give HubSpot admins full visibility into changes made to conditional property configurations. Every time a user creates, edits, or deletes conditional options or conditional logic rules, that action is now captured in HubSpot's account audit log, recording who made the change, what changed, and when.
Customize the meeting booked confirmation email that is sent to contacts when they book a meeting through your scheduling page.
Instead of sending a generic confirmation email to each contact that books a meeting, you can now customize it to include the best information to send to a contact to help them understand what to expect for that upcoming meeting.
You can now associate marketing events with Companies, Deals, Leads, Payments, Orders, Custom Objects, App objects, and other marketing events.
Until now, your marketing events data has lived in isolation, making it difficult to tie event activity to real business outcomes.
With marketing event associations, you can:
This means you can finally answer questions like: "Which events are influencing pipeline? How do event attendees convert into customers? What downstream impact do my events have on revenue?"
You can now use Breeze to generate the formula for a calculated property using natural language, instead of building it from scratch.
With this release, Breeze can:
Calculated properties are powerful, but building the formula can be intimidating or time-consuming—especially for users who don’t work with them every day. Letting Breeze handle the heavy lifting:
We’ve released three major updates to Gauge Charts within the Single Object Report Builder (SORB) and Custom Report Builder (CRB). These new settings provide greater flexibility in how you visualize progress against goals, allowing for more intuitive data storytelling without extra manual calculations. The three options include: percent mode visualization, fill mode for color emphasis and progress mode labels
Previously, visualizing a percentage of a goal often required creating custom calculated properties. These updates allow you to transform raw numbers into meaningful progress visuals—like "Percent of Quota Met" or "Tickets Resolved vs. Goal"—instantly within the reporting interface.
The G2 MCP for HubSpot connects your Breeze Agents to real buyer behavior and verified customer voice from G2, no data engineering required. Reps can instantly understand what prospects are researching, which competitors they’re evaluating, and what’s driving their decisions, all without leaving HubSpot. The result is more relevant outreach, stronger conversations, and a faster path to revenue.
The G2 MCP for HubSpot connects Breeze Agents with:
Never Go Into a Conversation Cold. Before, reps relied on generic web research or waited on data teams to understand what a prospect actually cared about — leaving them guessing at the right message and the right moment to reach out. Now, Breeze Agents can pull live G2 buyer intent signals and verified customer voice data directly into HubSpot CRM context. Reps can see what products a prospect is researching, which competitors they're evaluating, and what real buyers say drove their decisions — before the first touchpoint.
Re-engage accounts at the right time. The separate G2 app for HubSpot provides reps with data directly in the CRM. But reps didn’t have access to real time G2 signals like first-party buyer intent and verified customer voice to connect more context to the prospect’s research. Now reps can leverage Breeze Agents with the G2 MCP connection to identify when accounts return to market and why, helping teams prioritize re-engagement based on real buyer behavior instead of manual monitoring.
A daily digest email that lists contacts with prospecting agent-drafted outreach awaiting your review, with direct links to each draft.
Without a notification outside the sales workspace, prospecting agent drafts are easy to miss or delay — which means slower outreach and missed opportunities. The daily digest brings pending drafts to your inbox so you can review and act without having to check the app.
Breeze Assistant is now available directly in Slack. Using a simple @-mention, you can ask questions about your CRM data, summarize conversations, prepare for upcoming meetings, and create tasks or notes in HubSpot — all without leaving Slack.
This update expands the existing Slack app for HubSpot with AI-powered capabilities, bringing Breeze into the conversations where your work is already happening.
The Slack app for HubSpot already unifies data across your conversations and CRM. This new update now brings HubSpot’s AI into Slack, so you can ask questions about your customer context in plain language, get instant summaries, and take action without having to know exactly where to look or how to find it.
This helps teams:
You now have access to conversation volume estimation when setting up Customer Agent on email or live chat channels. This feature predicts how many conversations the agent will handle based on your configuration, so you can better understand its expected impact before going live.
Before this, you had to deploy Customer Agent without a clear sense of how much volume it would take on or how configuration changes would affect performance. This created uncertainty and slowed adoption.
Now, you can see estimated conversation volume in real time as you configure the agent. This helps you:
We’ve decoupled permission sets from seats.
Previously, permission sets and seats were tightly linked. This often led to:
This update removes those pain points by:
The result is fewer surprises, less cleanup work, and a more predictable permissions experience.
Users can now select 'Create report with AI' from the Reporting page to open Breeze Assistant and generate reports via chat. They will have the ability to open this report in the appropriate report builder at any point as well.
This change provides a much more powerful AI reporting option available to users in the form of creating a report in the latest Breeze Assistant. This should also be a more usable and consistent experience with the rest of the product and makes it more discoverable to our users as well to provide more simple and easy to use ways to create and filter reports.
The quick filter bar on CRM index pages has been redesigned to make filtering faster, clearer, and easier to manage as your filter set grows.
Filtering is one of the most common actions across CRM views, and small inefficiencies add up. With the redesigned quick filter bar, active filters now appear at the beginning of the bar so you always know what's shaping your current view. A more intuitive filter picker makes it easier to find and add the right filters, and a cleaner editing experience helps you manage multiple filters without losing context.
Data Agent can now access data from specific URLs stored in URL properties, rather than searching the web broadly or scanning an entire website.
You can now configure multiple tokens in Data Agent prompts to accept blank values, giving you more flexibility in how you structure prompts.
Not every record will have every field filled in. You can now mark tokens as optional so prompts still run when some context is missing, and mark others as required so prompts don't run without critical data. Either way, you're in control of when Data Agent fires and when it doesn't.
You can now clone, translate, move to a folder, archive, and delete emails directly from within the Email Editor without saving and navigating back to the email listing page.
Open the File menu in the editor's top navigation to access all available actions for your email. Each action keeps you in your workflow:
Leaving the editor to perform a simple administrative task can break momentum and wastes precious clicks and time.
This update:
Breeze Assistant now helps users draft, refine and send 1:1 emails or replies directly from CRM records. It uses CRM data, past email conversations, and available email templates to generate ready-to-send emails that can be inserted into the CRM composer with all fields pre-filled.
Writing and sending emails is one of the most frequent tasks for front office teams, yet it remains fragmented and manual. Today, users often have to gather context themselves, iterate on drafts and complete the sending step outside of Breeze Assistant, which breaks flow.
This feature closes that gap by enabling Breeze Assistant to generate high-quality, context-aware emails and take users all the way to a ready-to-send message, reducing the effort required and helping them complete email tasks faster.
A view in your reports list that shows reports that haven't been viewed in 6 months or more.
If you're managing a growing collection of reports, it's hard to know which ones are still relevant. Unused reports clutter your list and make it harder for you and your team to find the reports you actually need. With this view, you can identify and delete reports that are no longer useful and keep your reports list focused on what you actively use.
A centralized view where you can manage all recurring report and dashboard shares across your account, including filtering and taking bulk actions.
When a user's account is deactivated, their recurring shares break and can be difficult to find and fix. With this centralized view, you can quickly identify and resolve broken shares by updating or removing them—no need to contact support. If you're an admin managing multiple users, you can prevent disruptions to scheduled reports before they happen.
We've improved how HubSpot processes company activity for Intent Signals, resulting in higher signal volume. We're also now including contact names in signals like Executive Hiring, giving you the context you need to personalize outreach right away.
More signals mean more opportunities to act on your target accounts. You'll now see increased activity from the companies you're tracking, at no additional cost. And knowing who just joined a target account matters as much as knowing when.
Contact names in signals like Executive Hiring let your team reach out immediately, with the right context, instead of tracking that information down separately.
Breeze Assistant is now part of HubSpot Mobile. If you've been using the standalone Breeze Assistant app, you'll find everything you need inside HubSpot Mobile from now on.
Breeze Assistant is built to save you time — pulling from your HubSpot data, your pipeline, your accounts, and your conversations to give you the right answer fast. Now that it lives inside HubSpot Mobile, that context goes with you everywhere, and you get more out of both tools without switching between them.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
There is a new similarity score that users can filter the duplicate management table by. This score looks specifically at duplicates surfaced by the default HubSpot model.
The default HubSpot model for duplicate detection looks at a specific set of properties to identify what is a duplicate, and what is not. Previously, we surfaced all contacts above a score of 30% similarity, and all companies above a score of 80% similarity -- but we never surfaced this data point to you. This led to many users thinking of our duplicate detection model as a bit of a "black box."
By surfacing this similarity score, you can now get more insights into why a duplicate is shown on the table, and filter the table down to only view duplicates above a specific threshold so you can get more targeted with how you manage duplicates.
You can now customize the Analyze tab by replacing the default dashboard with your own, adding or removing reports, editing report settings, and rearranging the layout. This is supported in multiple places in HubSpot, details below. Watch this video for a walk-through.
The default Analyze tab may not reflect the metrics your team tracks day-to-day, which means you end up switching to separate dashboards to find the data you need. Now you can tailor the Analyze tab to show the reports most relevant to your goals, keeping your reporting and your workflow in the same place.
Outdated tickets clutter your views, making it harder to find active customer issues and slowing down your service team. Automated cleanup keeps your ticket pipeline organized, without the manual effort of sorting through and removing outdated records one by one.
Board view cards now display more details about a record's previous and upcoming activities. When no upcoming activity is planned, the card visually alerts you and suggests contextual next steps like scheduling a meeting or creating a task.
Assessing which records need attention often means opening each one individually. Previously, board cards showed only the next and previous activity with no additional detail, making it difficult to prioritize without doing extra clicks to open the card.
Now you can see recent and upcoming activity details at a glance directly from board view, quickly identify records with no upcoming activities planned, and take action right from the card.
Sales reps can now see key deal context directly within the HubSpot Gmail extension for Chrome. Deal context includes critical deal properties, Breeze deal summaries, recent activity, and associated contacts, companies, and tasks. Reps can now respond to emails and update records without switching between their inbox and the CRM.
Sales reps lose valuable time and context while replying to emails by switching between their inbox and the CRM to get deal information.
This update lets reps make informed decisions and respond faster by surfacing the most relevant deal details right in the inbox, reducing workflow friction and improving response quality. Reps can also easily update key deal properties in real-time as they are reading an email, ensuring their CRM data is trustworthy and up to date.
An updated calling experience in Help Desk that integrates voice AI tools like live captioning and Breeze Q&A directly into your support workspace.
Whats new:
Today, Help Desk reps juggle multiple tabs and tools to manage calls, take notes, and update tickets. Creating a disjointed workflow that makes it harder to stay present with customers. With this updated calling experience, users can stay focused on the conversation while AI handles the heavy lifting.
Live captions and an integrated notetaker sit directly in help desk threads, so the system captures everything while you focus on helping customers. AI tools like Breeze are embedded alongside the call and ticket, letting you surface real-time insights without leaving the page. After each call, AI-generated summaries combine your manual notes with transcript data, making it easier to understand what happened at a glance
The Index page now updates automatically in real time as you create or modify records.
Stale data leads to missed opportunities and mistaken priorities. With real-time updates, you're always working with current information—whether a new record is created, ownership changes, or a status updates. You can act confidently knowing your view reflects the latest data without manual refreshing.
You can now automate the removal of outdated contacts using the account cleanup tool. Set policies based on criteria like time since last update to automatically clean up contacts that are no longer needed.
Outdated contacts clutter your CRM, making it harder to find active contacts and slowing down your team. Automated cleanup keeps your contacts organized without the manual effort of sorting through and removing old records one by one.
You can now create custom refund reasons giving you valuable data to understand what is causing refunds.
The ability to assign custom reasons to refunds helps reduce revenue loss by allowing you to identify and address the root causes of refunds.
The Tasks app now functions the same way that other CRM objects do.
This new experience unlocks powerful, familiar features you already expect across the CRM—like multiple views, richer filtering, and more flexible ways to organize and manage your work—all in a dedicated Tasks app
Why does it matter?
Tasks are core to how teams stay organized and move work forward but historically, Tasks behaved differently from the rest of the CRM.
Tasks are now:
The result is a more powerful, more predictable Tasks experience that scales with how your team works in HubSpot.
Data Agent can now research across your entire CRM with a single data source selection, finding information without requiring you to specify individual properties or activities.
When you select CRM as a data source, Data Agent automatically searches across all relevant properties, activities, and events to give you the most complete answer using full context from your CRM.
Customers can set a custom email send rate for campaigns to control how quickly messages are delivered.
Lowering your send rate can help protect your systems and teams by spreading activity over time and reducing the risk of traffic spikes to your website or support channels. It can also strengthen deliverability by creating a more consistent sending pattern that builds trust with receiving servers, which is especially valuable for re-engagement campaigns.
Team email account signatures are now used when sending a one-to-one from a team email address in the composer on a CRM record page.
Previously, when sending from a team email address via a CRM record (Contact, Company, Deal, Ticket) you could only use your personal email signature. This is confusing and inconsistent, as admin-configured team email signatures are always included when sending an email from Inbox or Help Desk.
AEO (Answer Engine Optimization) is now available in Marketing Hub. Measure, track, and improve your brand's visibility across ChatGPT, Perplexity, and Gemini, and go from insight to published content without leaving HubSpot.
How people discover brands is changing.
Instead of clicking through traditional search results, buyers are increasingly asking questions directly in answer engines. These AI responses often summarize the market, recommend vendors, and cite sources before a customer ever visits a website.
Because AI pulls from consensus across third-party sources, buyers tend to trust these recommendations more than traditional search results. This means leads coming from AI search arrive better informed and further along in their decision.
The challenge: SEO is no longer enough. You need to start showing up in AI recommendations.
Most AEO tools hand you a visibility report and wish you luck. AEO in Marketing Hub is different. It shows you exactly where the gaps are, connects recommendations directly to the content tools you already use, and gets smarter over time because it's drawing from your CRM data. Other AEO tools don't know your business. HubSpot already does.
You can now add, remove, and filter tags on dashboards, including bulk actions and filter-based selections, to organize and locate dashboards faster.
As the number of dashboards in your account grows, finding the right one gets harder. Dashboard tags let you categorize dashboards by project, team, campaign, or any label that fits your workflow, so you spend less time searching and more time acting on your data.
The Customer Agent just got a major upgrade! Now, it can handle all your front office traffic—qualifying prospects, adding them to your CRM, and even booking meetings with your sales team.
You can now perform two essential actions when sending one-to-one emails
Users today cannot save emails before they are ready to send them. Drafts make it easy to save your work to revisit later, collaborate with teammates for review, and not lose your work.
** Please note that once enrolled in this beta, if you wish to send WhatsApp templates from the mobile inbox, you must also enroll in the Mobile Conversations Inbox Migration HERE
HubSpot are introducing a new WhatsApp experience designed to align more closely with HubSpot’s core messaging tools. WhatsApp will now have its own dedicated Home, alongside our other primary HubSpot messaging channels.
This update includes a new:
These changes are in response to customer feedback in order to make WhatsApp more discoverable, easier to use, and ultimately drive more more success for customers as a core messaging product within HubSpot.
Prospecting Agent has evolved to become an end-to-end outbound agent, enabling sales organizations to automatically identify in-market companies based on real-world triggers and instantly source the right contacts via 3rd party integrations.
With this update, Prospecting Agent can:
Sales reps currently spend significant time manually building account lists, finding contacts, and researching companies before they even begin outreach. This manual process lacks intent and often leads to engagement with prospects when the timing isn’t right or produces generic outreach that doesn't resonate.
Prospecting Agent addresses this by automatically identifying companies showing buying signals, sourcing contacts, and generating personalized outreach, so reps can engage buyers at the right time without any manual research.
You can now use deal properties directly inside HubSpot Forms, enabling you to:
✔ Connect capture to revenue: Forms can instantly create deals, making marketing’s contribution measurable.
✔ Eliminate duplication: Stop collecting deal data on contacts and copying it later.
✔ Improve CRM accuracy: Deal data lives where it belongs, increasing reporting trust.
✔ Reduce manual work: No more workflows, hidden fields, or duplicate properties.
Historically, data that logically belongs on the Deal (e.g., quote configuration, renewal intent, shipping information, loss reason) had to be collected on the Contact first - then copied over via workflows or custom code.
This created:
For marketing, sales, and RevOps teams operating in deal-centric workflows, this was a major limitation.
Now, you can collect and report on deal data natively - without workarounds.
Customers and customer success managers share a collaborative workspace to track project tasks, documents, and status updates in one portal.
Customers and CSMs need an easy, shared space to manage onboarding tasks, share documents, and track project progress to reduce miscommunication, missed deadlines, and reliance on emails or spreadsheets.
You can now break tasks into subtasks, create custom properties for tasks, and customize which properties appear when creating a task.
Until now, tasks in HubSpot couldn't be tailored to how your business operates. With subtasks, you can break complex work into manageable steps. Custom properties let you capture the specific data your team needs on every task. And by customizing the task creation form, you ensure the right information is collected every time someone creates a task.
Breeze knowledge base agent extracts topics from tickets to create article drafts for your knowledge base automatically.
You can simply review article content, make edits, and publish!
The knowledge base agent looks for knowledge gaps and corresponding answers by comparing ticket data to your existing knowledge base articles and writes new knowledge articles for you.