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Welcome to our HubSpot Product Spotlight for August. In this blog, we’ll explore some of the team's favourite HubSpot updates from the last month. Ready? Let’s dive in!
Now Live
These are all the new features live and ready to use in your HubSpot portal.
1. Updated Limits and Availability for Custom Tabs on CRM Record Pages
What is it?
All HubSpot customers now have access to 10 custom tabs on CRM record pages.
Why does it matter?
Custom tabs provide a way for customers to configure the CRM to fit their specific business needs, Previously, custom tabs were limited in number and availability. This made it harder for teams to group related information and reduce clutter on record pages. With access to 10 custom tabs for all HubSpot customers, teams can stay organised, streamline workflows, and see only the information they need.
2. Help Desk Views Customisation Experience and Improvements
What is it?
This set of updates unlocks more ways to customise and manage the views sidebar in the help desk. Via the new Views Customisation page in Settings, you can now:
- Have complete visibility over the views in help desk, including private views
- Manage sharing for default and custom views
- Set a homepage view
- Be notified when the portal is encroaching on custom view limits
Why does it matter?
Support teams, especially those with complex structures, depend on views to segment and organise the help desk. One of the most consistent pieces of feedback we hear is the need for greater control and flexibility in managing these views. Admins face challenges due to limited visibility into view usage and a lack of options for tailoring the views sidebar to make the workspace focused for teams.
With these enhancements, the help desk views section is now fully customisable. Admins benefit from a scalable way to manage views, making it faster and easier to set up and maintain workspace organisation. Support teams can focus on the views relevant to their responsibilities.
3. Enhancement: Template Selection in Landing Pages
What is it?
We've streamlined the landing page creation flow to make it easier and faster to create high-quality content.
Why does it matter?
Before, it was taking too much time to create landing pages that were on-brand and of high enough quality to publish, resulting in wasted time and abandoned efforts.4. Mirroring Company Data Across Multi-Management Accounts
What is it?
The Multi-Account Management data mirroring feature now supports mirroring the company object in addition to the contact object. When enabled, if a company exists in each HubSpot account, specific data from the company record in the source account will be visible in the company record of the destination account.
Why does it matter?
Without data mirroring, customers with separate HubSpot accounts lack visibility into overlapping prospects and customers, leading to inconsistent customer experiences and suboptimal outcomes. With data mirroring, you can access all organisational data about your customers across different HubSpot accounts.5. Job Title in Contact Data Enrichment
What is it?
In addition to the role, sub-role, and seniority information that Breeze Intelligence previously provided, we now provide the job title as well. This will help you personalise your outreach better than ever before.Why does it matter?
This has been one of the most requested features over the past 6 months. You have told us how having the complete job title helps you better personalise your outreach, set up filters and workflows, and more.
6. Healthy / Unhealthy Lists in Email Health
What is it?
You can now view a new report within the Email Health dashboard to surface the healthiest and unhealthiest performing recipient lists based on key engagement and delivery metrics.
Why does it matter?
Email lists with poor performance can damage your sender reputation and reduce overall deliverability, while your best-performing lists represent valuable insights for optimizing your email strategy. Understanding which lists drive strong engagement versus those that hurt your metrics helps you focus your efforts where they'll have the greatest impact on ROI and customer relationships.
7. Additional Details Returned when Generating OAuth Access Tokens
What is it?
HubSpot are updating the response body for POST requests to the OAuth token endpoint: https://api.hubapi.com/oauth/v1/token
Two new fields will be included in the response:
- hub_id
- scopes
These fields mirror what’s already available via the GET request to: https://api.hubapi.com/oauth/v1/access-tokens/:token
Why does it matter?
This update makes it easier and faster for developers to work with customer portals by including hub_id and scopes directly in the initial OAuth token response. By reducing the need for follow-up API calls, it simplifies permission handling and improves overall efficiency when setting up and managing integrations.
8. Citations in Smart Properties
What is it?
Smart Properties now include citations that show where AI agents found data, the reasoning behind decisions, and the sources used for that data.
Why does it matter?
Citations provide transparency and trust in AI-generated data by showing exactly where information originated. You can verify the agent's research sources, understand its reasoning process, and see what supporting context influenced the results. This ensures you can confidently use AI-enriched data for business decisions and customer outreach.
9. Call from Other Devices Using the Call Remote
What is it?
Users can now use the call remote to make calls using an external device or the HubSpot mobile app.
Why does it matter?
This update allows users to make outbound calls using their preferred device, providing additional flexibility when calling in HubSpot.
10. AI-Powered Recommendations in Automation Overview
What is it?
You can now see AI-powered automation suggestions based on how your team uses HubSpot directly on the Automation Overview page.
These recommendations help you discover impactful automations that are relevant to your actual portal activity.
Why does it matter?
It’s easy for teams to miss automation opportunities hidden in their day-to-day activity. This feature surfaces relevant, high-impact recommendations that are personalized to your portal, allowing you to automate faster, save time, and get more value out of HubSpot without having to dig through dozens of tools or rules!
11. New Forms Editor: Reset Link Support
What is it?
When forms are pre-populated with known visitor data, it can lead to confusion or incorrect submissions, especially on shared devices or when users switch accounts. This feature helps ensure that the right person is submitting the form and that you’re capturing clean, accurate data.
Why does it matter?
HubSpot are introducing a new “reset link” option in the forms built with the new editor. When enabled, this adds a “Not you? Click here to reset” link to the form.
12. Assign Customer Agent to Email
What is it?
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 HubSpot's wiki.
Why does it matter?
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.
13. Multi-Language Support Available for Double Opt In Emails
What is it?
Marketers and Admins can set up their double opt-in experience in multiple languages, if desired.
Why does it matter?
For marketers serving a global audience, set up your double opt-in confirmation email and pages in multiple languages to ensure contacts receive them in their preferred language, enhancing user experience and engagement.
14. Shared Users and Team Properties on Additional Objects
What is it?
You can now use shared users and teams properties with appointment, course, listing, and service objects.
Why does it matter?
Shared users and teams properties already exist for contacts, companies, deals, tickets, and custom objects. This addition creates consistency across all your objects.
15. Analyse Tabs for Website Pages and Landing Pages
What is it?
The website and landing pages 'Analyse' tabs give you a holistic overview of page effectiveness through a number of different reports for website pages and landing pages.
On website pages:
- Page views
- Activity feed timeline
- Session bounce rate, average duration, and page view totals by source
- Website page performance with page views and CTA (Legacy) actions
- Website visit, new contact, and customer totals by day
- Website visitor session by device type
These reports can be filtered by:
- Page title
- Publish date
- Language
- Domain
- URL
On landing pages:
- CTA click-through-rate
- Page view to form submission rate
- Total form submissions
- Customer conversion rate
- Overall landing page metrics
These reports can be filtered by:
- Page title
- Publish date
- Publish status
- Language
- Domain
Why does it matter?
Creating and collecting reports to evaluate page effectiveness is time intensive. With the new website and landing pages 'Analyse' tabs, you can review the success of your page content in a central place. This view will guide you through what pages should be optimised.
16. Board View for Customer Tab in Customer Success Workspace
What is it?
You can now view your customers in a board view (in addition to a list view) in the Customer Success Workspace.
Why does it matter?
This update gives your CS reps the flexibility to view customers in the way that aligns to their process, including a Kanban style view that enables drag-and-drop movement between stages.17. Close Date Automation for Services
What is it?
Close date automation is now available for service records. When you move a service to a closed stage in any service pipeline, the close date automatically sets to today's date.
Why does it matter?
This automation saves time and ensures accurate close dates across all your CRM objects. You no longer need to manually update close dates when service work is completed, reducing errors and maintaining consistent data for reporting. Admins maintain full control and can enable or disable this automation for individual pipelines based on their team's workflows.
18. Rename HubSpot Defined Objects
What is it?
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.
Why does it matter?
Not all customers use the same terminology. HubSpot should make it as easy as possible to migrate your teams onto a new system with the words they already use.
19. Improved International Phone Number Formatting in Personalisation Tokens
What is it?
Phone number properties inserted as personalization tokens now display in a clearer international format with country code, area code, and number separated.
Before: +15551112222
After: +1 555-111-2222
Why does it matter?
Well-formatted phone numbers improve communication clarity and professionalism. Properly spaced numbers like +1 617-321-4567 are instantly easier to read than +16173214567, helping your team quickly identify area codes and copy numbers during calls without confusion.
When customers see their phone numbers in a clean, expected format in emails or other tools using personalisation tokens, it reinforces trust and professionalism in your communications.
Note: If you need to insert phone numbers into structured formats like JSON or URLs, use the Validate and format phone number workflow action rather than direct personalisation tokens.
20. Bidirectional Associations Sync for Salesforce Tickets, Tasks, and Custom Objects
What is it?
HubSpot's integration with Salesforce already supports syncing object associations for standard Contacts, Companies and Deals. Today, we're rolling out bidirectional syncing of associations for Tickets, Tasks and custom objects to all Salesforce integration customers.
Why does it matter?
Now you can see more object associations between Salesforce and HubSpot to enable better reporting, sales motions and marketing campaign execution. Today, the expanded association sync support will provide even more visibility into your data and help you make more informed actions.
21. Send Form Submissions from Excluded IP and Referrers to Spam
What is it?
With this update, all form submissions from excluded IPs and referrers will be treated as spam and will be sent to the spam submissions tool. As a result, these submissions would not have any impact on the CRM data.
This would ensure consistency between the CRM data and web analytics.
Why does it matter?
Customers have been able to exclude website traffic from excluded IPs and referrers from their site analytics.
Prior to this update, the form submissions from an excluded IP or a referrer were still collected and processed like regular submissions. This was confusing for customers as they would see the contact records created from a form submission and other CRM properties updated but relevant automations were not triggered and none of the corresponding analytics was available in the system.
22. Send Size Preview with Exclusion Details
What is it?
Send Size Preview shows an estimated recipient count before you send a marketing email. This feature now includes detailed reasons why contacts won't receive your email, giving you visibility into specific exclusion factors.
Why does it matter?
Understanding why your audience is smaller than expected helps you make informed decisions before sending. Instead of just seeing a reduced recipient count, you can now identify and address specific issues like non-marketing contacts, bounced contacts, quarantined contacts, and more. This visibility helps you understand your audience reach and informs decisions about list management and email strategy.
23. Configurable Action Rate Limits on Custom Code Actions and Webhook Actions
What is it?
Introducing configurable rate limits for the custom code and webhook actions in workflows! This feature is an elegant, native solution that gives you more control over how quickly these actions should execute.
** Note that using any actions with configurable rate limits will consequently also impact all of the following actions in the workflow as well. **
Why does it matter?
By default, workflow actions execute as fast as possible. This behavior is not always beneficial, especially when the actions call APIs and encounter rate limit issues because of large enrollments or third-party services with strict quotas.
24. Custom Event Rate, Batch and Reporting Limits Improvements
What is it?
The limits for the custom event completions have increased:
- The send custom event completions endpoint now supports 1,250 requests per second
- The custom event completion batch endpoint now supports batches of 500
- Reports built in the custom report builder now support viewing 10 years of event data for all event types, including custom events
Custom events includes 30 million events per month across all event types. Event reporting has a limit of 100 million events per report.
Why does it matter?
Understanding all of your data is critical to your business and helps you make data-driven decisions. Supportive rate, batch, and reporting limits ensure your data all makes it to HubSpot and you can analyze across relevant time ranges.
25. App Certification Lifecycle Status & Renewal Update
What is it?
This update introduces enhanced visual indicators for App Certification statuses in the developer portal, aligned with the new recertification policy. Under this policy, certified apps must renew their certification every two years to maintain their status.
To support this change, you will now see clearer, actionable status indicators throughout the certification lifecycle, including new states like “Expiring Soon” and “Under Review.” You can also view their app’s certification expiration date to better plan for recertification and avoid lapses in status.
Why does it matter?
This update helps you understand where your apps stand in the certification lifecycle. The improved visibility reduces the risk of losing certification due to missed deadlines and ensures ongoing compliance with HubSpot’s standards.
26. The Customer Agent is Now 2X Smarter
What is it?
The Customer Agent now has enhanced reasoning skills that bring it even closer to human-level problem solving. It’s not just about answering questions anymore, it’s about truly understanding and strategising to get the best results for your customers.
Why does it matter?
While the Customer Agent was great at resolving support issues and finding the right answers, it wasn’t always able to think on its feet like a real person. With the new changes you’ll notice a huge leap in its ability to reason, adapt, and strategise on the fly - helping your customers get to resolutions faster and more smoothly.
27. File Manager Grid View
What is it?
You can now browse files in a visual, thumbnail-based layout, making finding the right assets faster and more intuitive. Switch between list and grid views to manage your files in the way that works best for you.
Why does it matter?
The current list-only view means scanning through long columns of file names to find assets, making it especially difficult to find specific assets in large file libraries. The new grid view solves this problem by displaying files in a visual, thumbnail-based layout similar to desktop file systems.
28. Add Associations to Deals Table in Sales Workspace
What is it?
You can now add columns for several types of associations in the Sales Workspace deals table. Get insight into the associations tied to your deals at a glance, including:
- Quotes
- Contacts
- Companies
- Deals
- Tasks
- Emails
- Meetings
- Notes
- Invoices
- Products
29. Time-based Rollup Property Filtering
What is it?
You can now use "'time since" and "time until" calculated properties as filter conditions in rollup properties to create time-based calculations.
Why does it matter?
This enhancement allows you to create more precise rollup calculations by filtering records based on relative dates. Instead of including all associated records in your calculations, you can now focus on only the records that are relevant to your specific timeframe needs. This means you can track metrics like recent performance, upcoming deadlines, or time-sensitive business data more accurately.
Examples:
- Only include deals which were closed in the last 7 days
- Only include contacts whose renewal date is 30 days from today
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. LinkedIn Audience Insights
What is it?
HubSpot users now have access to LinkedIn Audience Insights, a new feature that uses the LinkedIn Audience Insights API to show characteristics about your LinkedIn audiences—including job functions, industries, company sizes, and more. This gives you a much clearer picture of who you're marketing to, helping you craft more personalized and effective campaigns.
You'll be able to access these insights in both the Ads tool and in the new Segments tool.
Why does it matter?
Personalising content is vital to maximize the effectiveness of your marketing campaigns. However, personalisation becomes near impossible without reliable, aggregated data on your audience. With LinkedIn Audience Insights, that changes.
Now you can understand your audience's traits such as seniority, job function, company size, interests, skills, etc. Eliminate the guesswork and stop relying on assumptions in your personalisation.
2. Google Performance Max Ad Creation and Enhanced Reporting
What is it?
HubSpot users can now create and view more granular reporting on Google Performance Max ad campaigns right from HubSpot.
Why does it matter?
HubSpot customers love using HubSpot because they can "do it all" on one platform. With today's release of Google Performance Max ad campaign creation, HubSpot users can now create ad campaigns for Google's all-in-one, AI-powered campaign type - right from HubSpot! And because campaign creation exists within HubSpot, users can easily use assets they've already made in HubSpot in their Performance Max campaign.
HubSpot customers can also view in-depth reporting on how their Performance Max campaigns, asset groups, and individual assets are performing so you can double-down on what's working best.
3. Improving Zendesk to Help Desk Ticket Migration
What is it?
Customers can now more easily migrate their customer support ticket data from Zendesk into Service Hub using the Smart Transfer platform. This new functionality enables the migration of the full historical ticket conversation threads between support teams and customers - closing a long-standing gap in HubSpot's ticket migration capabilities. Migrated conversations will:
- Appear like native threads in the Help Desk
- Be associated to migrated tickets
- Retain all necessary associations in HubSpot
Why does it matter?
As more customers move from mature support tools like Zendesk to HubSpot's Service Hub, the ability to seamlessly migrate historical support data is becoming increasingly critical - particularly for upmarket teams managing large volumes of tickets and conversations. While HubSpot currently supports basic ticket data import, until now there was no way to bring in historical conversations in a way that appeared and functioned like native threads in the Help Desk. This gap created poor agent visibility into past interactions, broken customer experiences, and significant friction during onboarding. By enabling a more complete transfer of support context, this feature helps ensure smoother migrations, better continuity for support teams, and a more consistent experience for customers.
4. AI Referrals in Website Traffic Analytics
What is it?
A new traffic source classification in website traffic analytics that identifies visitors arriving via AI platforms (e.g., ChatGPT, Claude, Perplexity) when they click on cited sources. This feature automatically detects known AI platform domains and surfaces them as their own source category in reporting.
Why does it matter?
Traffic from AI platforms is currently grouped under "Other Websites," making it impossible to measure AI's impact on lead generation. By clearly identifying AI referral traffic, you can better understand how these emerging platforms contribute to awareness, engagement, and conversions.
5. Sales Meeting Notetaker
What is it?
Admins can turn on Sales 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.
Why does it matter?
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.
6. Campaigns Analyse Tab
What is it?
A brand-new Campaigns Analyse tab is now available, providing a clear, centralized view of performance across all campaigns - all in one place.
Whether you're reviewing a single campaign, a selected group, or all campaigns at once, the new Analyze tab gives you a fast, unified way to compare results and spot trends - with select reports offering deeper AI-powered insights when you drill in.
The Analyze tab includes a suite of focused reports, grouped into key performance areas:
- Revenue & deals: ROI analysis, spend vs. budget, revenue overviews, and deal insights
- Influenced contacts: Breakdown by campaign and by asset type
- Engagement by asset: Website traffic, email performance, form metrics and more
Please note:
- This new tab replaces the Campaigns Analytics tool, offering deeper insights and a more intuitive experience - all within the Campaigns tool. No more switching between tools to get a full picture.
- To further streamline analysis, the Compare Campaigns tool is now directly accessible from the Analyze tab - putting everything you need in one central location.
Why does it matter?
Until now, seeing how your campaigns perform across the board meant jumping between tools, dashboards, and spreadsheets. Metrics were scattered, reporting was manual, and pulling insights took a lot of time.
The new Campaigns Analyse tab changes that.
It brings all your performance data into one clear, unified view. Whether you're reviewing a single campaign or tracking results across multiple efforts, you can now get the insights you need in seconds.
7. Manually Add Campaign Contacts for Offline or Untracked Interactions + View All Campaign Influence from the Contact Record
What is it?
You now have two new ways to work with campaigns - directly from the contact record:
1. Manually add a contact to a campaign: If someone engages with your campaign outside of HubSpot’s tracked assets - like attending an offline event, speaking with your team, or registering through another system - you can now manually associate them with a campaign from their contact record. You can also add a note to give your team context about why they were added.
Already using HubSpot's event object? Use this manual method only for edge cases that aren’t captured through event or list-based associations.
2. See a contact’s campaign history: You’ll now see a list of all campaigns that have influenced a contact based on their interactions with campaign assets like emails, forms, and landing pages. This gives you a more complete view of how your campaigns are resonating with each individual without needing to dig through campaign reports or leave the contact record.
Why does it matter?
Not every meaningful campaign interaction happens through tracked assets. You’ve told us:
- “I need a way to reflect people we spoke with - if they didn’t fill out a form or click an email, they disappear.”
- “Campaign reporting doesn’t feel complete unless I can reflect everyone who was actually part of it - not just those who took a digital action.”
This update helps you fill that gap by enabling you to:
- Manually reflect offline, last-minute or human-driven interactions like conversations, paper signups, or ad-hoc registrations etc.
- Ensure important contacts are included in campaign reporting, even if they didn’t engage with tracked assets.
- Give your team shared context on how and why contacts were added - directly from the contact record.
8. Conversation-powered Recent Activities in Deal Insights
What is it?
Conversation-powered summaries are now embedded directly within the Recent Activities card in Deal Insights. When reps review recent calls or meetings, they’ll see a concise AI-generated summary of the conversation—inline, collapsible, and right where they already track deal engagement.
Why does it matter?
Transcript summaries are now available directly within Recent Activities, a key surface that can be relied on to assess deal health.
By embedding AI-powered summaries in Recent Activities, we reduce friction and make it easier for reps to quickly recall key topics, tone, and context—right from where they already work. This helps reps stay in flow, prep more efficiently, and deepen their habit of using Recent Activities as their go-to reference for deal engagement.
9. Help Desk Ticket Timeline
What is it?
This update adds a new ticket timeline panel to the help desk sidebar, giving users quick access to details on historic ticket events—like merges, workflows, custom events, and status updates.
Why does it matter?
The ticket timeline panel directly addresses feedback we've heard from help desk users that key ticket information, such as merges or recent status changes, can be difficult to find. Prior to this update, support agents and managers primarily working out of help desk had to open up the ticket record page just to view these critical details. By bringing more key ticket information into help desk, users can access the information they need to provide personalised, high-quality support without having to jump to another page, increasing efficiency and helping teams resolve issues faster.
10. View All Properties in a Side Panel
What is it?
The View All Properties page now opens as a side panel that slides in from the right-hand side, allowing you to access property information without navigating away from your current page.
Why does it matter?
This update eliminates the need to open new tabs or lose your place when viewing properties. You can quickly reference property details while staying focused on your current task, making your workflow more efficient.
11. Build Custom Reports on Form Submissions
What is it?
We are excited to announce the Public beta for supporting form submissions as a data source in the Custom Report Builder.
Why does it matter?
You can now build a variety of reports based on form submissions to understand how your forms are performing, slice and dice form submissions data and much more.
12. Pipeline Cloning
What is it?
Admin users can now clone existing pipelines across any CRM object that supports multiple pipelines—including Deals, Tickets, Leads, Custom Objects, Services, and more. This saves time, reduces setup errors, and helps teams scale their processes more efficiently.
Why does it matter?
Previously, admins had to manually recreate pipelines from scratch, even when only slight variations were needed. This was time-consuming and error-prone—especially for growing teams or partners managing multiple brands, regions, or business units.
With pipeline cloning, you can:
- Create new pipelines faster
- Maintain consistency across teams
- Reduce manual configuration and setup effort
13. Introducing a New Testing Experience for Customer Agent
What is it?
HubSpot have launched a redesigned testing experience that makes it easier to test, improve, and confidently deploy your Customer Agent. Testing experience will not consume credits
Why does it matter?
Before going live, you need to know your agent can deliver real value. The new testing experience helps you build trust—by showing how the agent performs with your real customer questions and making it easy to improve its answers.
14. Light Color Theme
What is it?
We've updated HubSpot's visual design to help you focus better on your work. This is the first step toward a more modern, customisable experience.
Nothing about how HubSpot works is changing. Your workflows, data, and teams can keep operating without interruption.
Why does it matter?
You get a more focused workspace that helps you concentrate on your most important tasks. The improved contrast and simplified visual design reduce eye strain during long work sessions, while the cleaner interface removes unnecessary visual noise that can interrupt your workflow.
15. Customise Board View With Any Property
What is it?
You can now group CRM records in board view by any property, not just pipeline stages. Choose any property—such as deal owner, ticket priority, or custom fields—to organise your board view into columns.
Note: This beta includes access to the new CRM board experience and flexible CRM views. No additional action is needed.
Why does it matter?
Many workflows don't follow traditional pipeline stages. This gives you greater flexibility to organise and interact with your data in a way that matches your specific business processes and team structure.
16. Sync Microsoft Teams Meeting Recording and Transcripts to HubSpot
What is it?
You can now use the Microsoft Teams integration to sync your organization's Microsoft Teams meeting data to HubSpot.
You can now:
- Automatically sync Microsoft Teams-generated meeting recordings and transcripts to HubSpot for playback and archiving purposes
- Sync participant data to contact records and create new contacts for non-CRM attendees
- Access a full list of a team's meetings in the call index and filter by object properties
- Quickly preview calls on associated records
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.
Why does it matter?
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.
17. Multiple Dashboards in the Sales Workspace
What is it?
You can now add multiple dashboards in your sales workspace and assign them to specific users or teams, all from the workspace settings. Admins have powerful new controls to customise dashboard visibility and apply dynamic filters. Sales Reps will see dashboards with the relevant filters automatically applied—no manual setup required.
Why does it matter?
- For Admins: You can tailor dashboards views by team, rep, or purpose, creating a clear line of sight into the data that matters most for each role. The ability to add and manage multiple dashboards simplifies setup and reduces overhead.
- For Sales Reps: Dashboards now default to views that are filtered to “owner = me,” so you only see data relevant to you.
- For Teams: Assign specific dashboards per team or user group, ideal for diverse sales teams operating within the same workspace. (Currently, only one dashboard can be assigned per team)
18. Standard and Advanced Quote Approvals for CPQ
What is it?
Power your quote workflows with the flexibility of standard or advanced quote approvals.
Standard Approvals:
You can easily configure quote approvals to match your team's workflow—the system supports both single and multiple approvers.
- Single approver: A quote can be approved by any one person in the approver group.
- All approvers: A quote must be approved by every person in the approver group before it can proceed.
This flexibility enables you to choose whether all assigned approvers must approve a quote, or if approval from just one person is enough.
Advanced Approvals:
Use workflows to automatically trigger quote approvals based on specific criteria, ensuring consistency, accuracy, and control without slowing down your sales process.
Workflows can be built using properties from the quote itself, as well as associated objects like line items and deals. This gives you the flexibility to define exactly when an approval is needed.
HubSpot have recently introduced sequential approvals, so you can set the exact order customers need to approve a quote, for example, first your manager, then the legal team.
Common use cases include:
- Approving quotes with discounts above a set percentage
- Requiring review for quotes over a certain total amount
- Flagging specific SKUs that exceed discount or price limits
- Routing quotes from new sales reps for extra oversight
- Triggering approvals when billing frequency or net terms are modified
- Approve quotes based off ordering
With sequential and property-based approvals, you can ensure managers only review quotes that meet specific criteria, streamlining the process, reducing noise, and supporting stronger business controls without adding friction.
Why does it matter?
Quote approvals help you stay in control as your quoting process grows.
With standard approvals, every quote goes through an approval step—perfect for teams that want a simple, consistent review process with an easy set up.
When you need more flexibility, advanced approvals let you set rules based on criteria like discount amount or deal size, so only specific quotes with high discounts require approval. This reduces errors, helps enforce policies, and saves time by focusing reviews where they matter most.
19. Today’s Insights Card
What is it?
The new Today's Insights card in Help Desk workspace shows key trends in rep availability, ticket volume, and team performance.
Of note, the new card links directly to the relevant place in Service Hub. For example, an insight about an increase in tickets that didn't meet SLA might link directly to a view of those tickets, enabling leaders to take action to quickly resolve bottlenecks.
Why does it matter?
The new card gives service leaders a unified place to track key data points and monitor operational health, enabling quicker, more informed decision making and less time spent on manual data analysis. With one click, leaders can drill into the precise tickets driving a downward trend, and take the necessary steps to support their team and improve the customer experience.
20. HubSpot Integration with Gemini for Google Workspace
What is it?
Gemini for Google Workspace is an AI assistant that enhances Gmail, Google Meet, and Editors (Docs, Sheets, Slides)
HubSpot is partnering with Google to develop a new Gemini integration within Workspace focused on sales, delivering Gemini powered capabilities to enable teams to be more productive and connect with HubSpot from within their Workspace application.
Why does it matter?
With HubSpot & Gemini for Google Workspace integration, you can now enable your sales teams to be 10X more productive, by accessing & using HubSpot inside of Gmail, with the power of Google Gemini AI.
21. Prospecting Agent for Advanced Research and Adaptive Outreach
What is it?
Your Prospecting Agent just got a whole lot smarter.
What's changing: The agent now makes strategic decisions about when to reach out, what to say, and how to engage based on real buying signals and prospect behavior.
For existing users: Your currently enrolled contacts will continue using the existing/legacy flow. New enrollments default to the powerful new adaptive flow with these updates.
Deep research any company
Your agent analyzes massive amounts of data to craft deeply personalized outreach. It examines your CRM history (past emails, meetings, calls, notes), tracks engagement patterns (page views, form submissions, email opens), and researches company websites for products, values, and blog content. With additional research on job postings and company news, you get outreach so personalized it feels like it came from someone who's been following the account for years. You’ll also see the research as a card on company record pages.
Outreach that adapts to real signals
Your agent watches for buying signals, CRM activity, and market triggers to optimize every touchpoint. It monitors funding rounds, product launches, leadership changes, and engagement patterns to craft increasingly relevant messages. As it learns more, it refines its approach while respecting your guardrails, creating outreach that evolves with your prospects' behavior.
Clear boundaries, custom control
Direct your agent's style, cadence, and messaging with specific instructions. The system clearly indicates its limitations, flagging any unclear directions. Whether you want formal or casual tone, aggressive or patient follow-ups, your GTM strategy scales perfectly across every prospect.
200+ languages, zero delays
Now, supporting over 200 languages, your agent automatically drafts emails in each contact's preferred language straight from their CRM record. No translation delays or missed opportunities. Just authentic outreach that resonates worldwide.
Enhanced workflow automation
New workflow actions let you enroll contacts to the agent automatically based on any trigger, and unenroll them when needed. Build sophisticated automation that assigns the right prospects to the agent at the perfect moment.
Why does it matter?
Marketing-Assigned Outreach
Marketing assigns high-intent leads to reps via the agent. The agent automatically researches and begins outreach, allowing reps to focus on replies and booked meetings.
Scale your Territory Coverage
Enroll dozens of prospects at once. Review and approve suggested outreach or just handle the replies.
Post-Event Follow-Up
After events, enroll all attendees and let the agent craft personalized follow-ups based on their session attendance and engagement history.
Revive cold leads
Revive cold leads by having the agent reference their original interest points combined with new company developments and trigger events.
22. Conversation-Powered Deal Risks and Buyer Goals
What is it?
Deal insights now pull from your conversations. HubSpot’s Deal Risks and Buyer Goals now include call transcripts as a data source—on top of emails and notes. This means AI-generated risks and buyer goals can reflect the full scope of buyer-seller conversations, including what’s said live during phone and video calls.
Every conversation holds valuable signals about deal health. Until now, Deal Risks and Buyer Goals didn’t include phone or video call content—despite that data being among the richest sources of buyer signals.
With transcript analysis now live:
- Identify risks earlier and with greater confidence
- Coach more effectively and forecast more accurately
- See fewer false alarms and more actionable signals
Why does it matter?
Every conversation holds valuable signals about deal health. But until now, Deal Risks and Buyer Goals didn’t include phone or video call content—despite that data being among the richest sources of context.
With transcript analysis now live:
- Sales reps can identify risks earlier and with greater confidence
- Sales managers can coach more effectively and forecast more accurately
- Customers see fewer irrelevant risks and more actionable ones
23. Use Custom Drag-and-Drop Email Templates in Remix
What is it?
You can now select any of your drag-and-drop email templates when creating content in content remix without having to make any changes to your template's code.
Why does it matter?
Previously, using custom email templates was not available in content remix, as our default templates were the only ones available. Now, any email template you have created using the drag-and-drop template editor is available to select in content remix. Legacy design manager templates are not supported at this time.
24. Add Active Contact Lists to Campaigns
What is it?
You can now add active contact lists to your campaigns - saving time, reducing manual work, and giving you more confidence in how you manage campaign-related contacts.
Why does it matter?
Unlike static lists, active lists update automatically based on criteria you define. This means you no longer need to manually update or replace lists as contacts move through journeys, meet eligibility criteria, or become disqualified.
Whether you’re using lists for lifecycle segmentation, reporting purposes, or internal operations, associating active lists with your campaigns helps ensure they always reflect the most relevant and up-to-date contacts. While list-level reporting is still limited, the ability to track real-time changes in list membership offers directional insight into how your campaigns are evolving - without the manual work.
25. CRM Record Timeline Updates
What is it?
HubSpot are rolling out an updated CRM record activity timeline that combines a modern new look with powerful new filtering capabilities to help you find what matters, fast.
Visual Redesign
- Threaded Timeline Layout: We've refreshed the timeline with a modern, threaded layout where activities are visually connected. This makes it easier to follow the flow of engagements and understand the sequence of events at a glance.
- Enhanced Visual Signals: A new icon system helps you quickly identify key activity types, so you can scan your timeline faster without needing to read each entry.
New Filtering Features
- Sticky Header for Easy Access: The activity timeline header is now sticky, so filters stay visible as you scroll. This makes it easier to tweak your view without having to scroll back to the top.
- 'Assigned To' Filter Options: Filter activities by Me (automatically scoped to the current user) or All deactivated and removed owners, making it easier to audit, reassign, or review activities connected to users no longer in your account.
- Filter by Engagement Properties: You can now filter activities by properties specific to each engagement type, like Direction for emails, Outcome for meetings, and Status or Priority for tasks. This makes it easier to zero in on the interactions that matter most.
- Smarter Filtering for Users or Teams Across Tabs: You can now filter by user or team across all tabs (like Calls, Meetings, and Notes), not just the Activity tab. When applied, you'll also see activity types that are not filterable by user or team, while still filtering out unnecessary information.
Why does it matter?
The activity timeline is one of the most frequently used surfaces in the CRM and now it's faster, clearer, and more powerful.
- See the full story at a glance: The threaded layout helps you follow conversations and engagement sequences with less cognitive load.
- Scan smarter, not harder: Icons and visual hierarchy make it easier to spot key moments without digging.
- Get to what matters faster: New filtering options let you zoom in on specific types of activity, properties, or ownership, so you spend less time searching and more time acting.
- Support better team workflows: Whether you're reviewing handoffs, triaging tasks, or cleaning up old activities, these updates give you the context and control you need to work efficiently.
26. Enable Automatic Billing After First Subscription Invoice Payment
What is it?
You now have more options for subscription billing. With this update you can set up subscriptions to automatically charge after the first invoice payment, which gives you flexibility in how you collect and store payment methods.
Why does it matter?
This gives your customer more options. They can now pay the first invoice manually, then have future payments auto-charge using that same payment method. This saves your customers time and helps ensure you get paid.
27. Data Model Builder
What is it?
A new centralised data model configuration space. Within this space, admins can see their objects, create new ones and make association and property decisions in context.
Why does it matter?
Configuring your data model in HubSpot can feel like a daunting task requiring knowledge of key terms, how to sequence tasks, and the patience to hop around while building. Unsurprisingly, HubSpot CRM admins frequently report being overwhelmed and not knowing where to start.
28. Instagram Direct Messaging in Social Inbox
What is it?
Social users are now able to manage their Instagram direct messages from a single experience within HubSpot's Social Reply tab.
Why does it matter?
Businesses need a single location to manage all social interactions & to collaborate across team members. This reduces the stress of jumping across multiple platforms to manage these interactions and increases efficiency in deepening strong and authentic relationships with leads and customers.
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