Welcome to our HubSpot Product Spotlight for June. 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.
You can now view all properties — including the custom properties you've added — directly from a task, call, or meeting on the activity timeline, without leaving the record page.
You can add custom properties to calls, meetings, and tasks. Previously, there was no way to see them from the record page. To find a custom property, you had to leave the record and go to the index page, then come back.
Now, all properties can be accessed from the timeline through the View All Properties panel, keeping in your workflow and focused on the task at hand.
Ready to unlock even deeper insights from your deal conversations?
We’re introducing two new unstructured engagement intent signals to help you monitor buyer behavior: Key Stakeholder Identified and Pain Point Mention. These expanding, company-level insights are extracted directly from your deal-associated CRM engagement such as emails, notes, and call transcripts. Instead of manually combing through lengthy threads, HubSpot does the heavy lifting to surface actionable deal intelligence automatically.
Starting today, you can now do the following:
AutoCapture automatically tracks clicks on buttons, links, menu items, and other interactive elements across your website without any additional setup or code. Once your HubSpot tracking code is installed, it captures visitor interactions and lets you promote the most valuable ones into verified events for use across HubSpot's tools.
You may already know which interactions on your website matter most — a pricing page click, a demo request, a nav menu tap — but if you didn't set up tracking before visitors started clicking, that data is gone. AutoCapture captures all clickable interactions from the moment your tracking code is active, so you're never starting from zero. With that complete behavioral record, you can build more accurate lead scores, tighter segments, and smarter automation without guessing at what's actually happening on your site..
Managing a dashboard used to mean using multiple action drop-downs and scattered links across the page. Now all the key settings are in a single panel, so you can make changes quickly without losing context.
We're surfacing a new set of forms reports directly in the forms Analyze tab. These reports give you more flexibility than ever before, generate AI-powered insights and recommendations, and can be saved to your own custom dashboards. You'll also be able to edit and save reports on the Analyze tab, or even replace the Analyze tab with a custom dashboard tailored to your needs.
It's important to have all of your reports in one place, giving you the ability to monitor performance without leaving the app. AI-powered insights help you recognize trends instantly and helps you quickly answer common performance questions without building custom reports from scratch. You can add forms reports to your marketing dashboards to fully understand what's working and what's not.
The prospecting agent now connects to Seamless and searches its database to find contacts that match your selected personas.
Email templates now have their own dedicated tab on the email listing page.
You can now find and access your email templates more quickly in a dedicated, visible location. This means you can start creating emails from templates faster without any changes to how templates function.
Customers can now manage access to knowledge vaults using Manage and Use permissions at both the portal and vault levels, with scope manage-by-default settings and granular control over who can use or edit each vault.
As organizations scale, teams accumulate more vaults — and not all of them are relevant to every user. Vault-level permissions let builders control who can see and edit each vault, keeping workspaces organized and reducing noise for users who don't need access. It also reduces the risk of accidental data loss or unauthorized exposure, supporting compliance requirements as organizations grow.
Reporting search now shows suggestions and recently viewed items, groups results by type, and offers next steps when no results are found.
Finding the right report, dashboard, or template used to mean scanning through unhelpful results or no clear path forward. Search now surfaces relevant content faster and gives you something helpful to work with, even when your search query doesn't return anything.
Reporting search now shows suggestions and recently viewed items, groups results by type, and offers next steps when no results are found.
Finding the right report, dashboard, or template used to mean scanning through unhelpful results or no clear path forward. Search now surfaces relevant content faster and gives you something helpful to work with, even when your search query doesn't return anything.
When you test your Customer Agent, each test session starts as a brand new, anonymous visitor which means the agent has no idea who it's talking to. Test as a Contact lets you run a test as a specific type of customer, so you can see exactly how your agent responds to real people with real CRM properties.
Most of your real customers aren't anonymous. They have a history with your business, properties in your CRM, and expectations shaped by who they are. But until now, every test started as a stranger. That gap means you could configure everything correctly and still miss issues that only show up when the agent knows who it's talking to.
Test as a Contact closes that gap:
You can now automate the removal of old products using the account cleanup tool. Set policies based on criteria like "time since last update" to automatically clean up products from your product library that you no longer need.
Manually removing old products and other CRM records is time-consuming, and outdated data makes the CRM harder to use. With automation, you can keep Smart CRM organized without the ongoing effort of identifying and deleting old products.
As HubSpot brings more features onto credits, customers need greater transparency and control over their spend. When customers can easily forecast their spend, they can confidently start taking advantage of HubSpot's agents and features that run on credits.
A streamlined experience for creating and managing goals, featuring an upgraded creation flow, an optimized goal targets table, and intuitive bulk actions.
Previously, managing and editing goal targets was a confusing and inefficient experience for users. The process was frequently hindered by unclear action triggers, disorienting navigation paths, and redundant options that cluttered the workflow and increased the likelihood of friction.
To address these pain points, this update introduces a streamlined workflow that makes setting and tracking goals significantly easier. By eliminating redundancies and reducing user errors, the refreshed interface aligns seamlessly with platform standards to deliver a highly intuitive and cohesive user experience.
Breeze Projects is now built for teams and smarter to set up.
Share a project with teammates and control what each person can do, start a new project from a pre-configured template, and let project memory carry your preferences and decisions forward - all in a clearer thread structure.
A project gets more useful when the whole team works from the same context. Sharing means everyone sees the same instructions, knowledge, and references, so Breeze gives consistent answers across the team instead of one version for you and another for a teammate.
Templates solve the blank-page problem so Breeze is useful from the first message, and project memory keeps that going by remembering what you've told it - so each session continues the work rather than restarting it.
Brand has been redesigned with a clearer layout, making it easier to set up, find, and manage your brand settings in HubSpot.
The new layout organizes your brand settings into focused sections: Brand Kit, Brand Voice, and Brand Knowledge. Colors, fonts, writing samples, and company context each have a clear home, so making changes takes seconds instead of scrolling through a wall of fields.
Brand Knowledge is a new section that lets you view and edit the company data HubSpot uses to personalize AI-generated content across your tools, including your products, competitors, and ideal customer profile.
Whether you're setting up Brand for the first time or tuning it for AEO, this new experience gives you a clearer picture of what's configured and what still needs attention.
You can now review Prospecting Agent contacts and suggested companies directly from the CRM views you already use every day.
Reviewing prospecting agent activity previously required navigating to the Prospecting Workspace app. When that step isn't part of the daily CRM workflow, contacts go unreviewed and recommended companies don't receive follow-up. These views bring prospecting agent activity into the CRM so reps can act on it where they already work.
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.
You can now use date and datetime properties as the controlling property in conditional property logic, triggering dependent properties to appear or become required based on date values.
Many rep workflows are time-sensitive but properties in HubSpot have had no way to respond to dates automatically, leaving reps to manage timing manually or rely on follow-up reminders to capture the right context. With date-driven conditions, your records can now surface the right fields at the right moment without any extra effort from your team.
The HubSpot Agent for Copilot is our latest AI connector and is now available. With it, you can access your HubSpot customer context and take actions directly from Microsoft 365 Copilot to surface real-time insights and generate content to be actioned back in HubSpot.
The agent is available for HubSpot customers across all tiers with a Microsoft 365 Copilot license or the Microsoft 365 Copilot Chat add-on license with an eligible Microsoft 365 license.
Why does it matter?
We want customers to use HubSpot context wherever they are using AI. Nearly half of HubSpot customers use multiple LLMs in their work - so we have made it possible to bring HubSpot data into Microsoft 365 Copilot, get insights, and take action back in HubSpot.
This adds Microsoft 365 Copilot to our growing list of AI connectors alongside Claude, ChatGPT, and Gemini.
You are no longer limited to excluding only 25 contacts from a segment. This update also introduces smart exclusion toggles for common scenarios, including excluding unsubscribed contacts, non-marketing contacts, and specific email domains.
Managing exclusions is now simpler, more scalable, and less error-prone. You no longer need to build separate workflows or complex filters to handle common exclusion scenarios like unsubscribed or bounced contacts. With built-in exclusion controls and smart toggles, segments stay cleaner and more compliant for email use cases, while reducing manual effort and improving confidence that the right audience is being targeted.
Meetings properties and automations are now available in workflows to help save time and automate tedious work!
Workflow automations can be created based on meeting bookings and meeting properties to save reps time and help progress deals forward.
We’re delighted to introduce 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:
See how a segment of contacts is predicted to perform in an email based on the historical engagement of the contacts.
Email performance depends on your audience, not just content. Today, you might rely on guesswork or manually building out reports of past results to predict segment performance. Now, you can predict segment-level email performance before sending, so that you focus your efforts on high-potential segments.
The dashboard switcher now includes categorized tabs and loads faster, making it easier to find and switch between dashboards.
Breeze Assistant can now be invoked directly from the CRM Email Composer to help with writing emails. Users can prompt Breeze to generate or suggest email text inline, review the result, and iterate on it before inserting it into the composer.
Today, users can ask Breeze Assistant to help draft emails from the sidebar, but many email workflows still happen directly inside the CRM Email Composer. This means users who primarily work in the composer may not naturally engage with Breeze during the writing process.
Bringing Breeze directly into the CRM Email Composer makes AI assistance available where users already write emails, allowing them to generate, refine, and iterate on email content inline without leaving their existing workflow.
You can now view all the campaign metrics related to your campaign directly inside Marketing Studio.
Previously, analyzing campaign performance meant leaving Marketing Studio to visit a separate section--breaking your flow between creating and reviewing results. Now, you can move seamlessly from planning and building to analyzing performance, all without leaving Studio.
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.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
An AI-powered filing agent in account cleanup that analyzes your unfiled workflows and suggests how to organize them into folders so you can review, adjust, and apply the changes in a few clicks.
Accounts with large numbers of workflows often have a backlog of unfiled assets that's easy to ignore and time-consuming to address manually. This agent does the analysis for you: it reads workflow names and descriptions, groups them into suggested folders, and lets you act on those suggestions without touching each workflow individually.
When you create your sandbox, sequences now get copied from your production portal. This allows you to build, test, and refine outreach flows without confusing end users working in production.
Sequences are a core part of how sales and service teams manage one-to-one outreach. They combine timed email templates with automated task reminders to help you nurture contacts, follow up at the right moment, and drive action, whether that's booking a meeting or resolving a support issue.
Previously, you couldn't copy sequences to a sandbox. That meant any tweaks or new sequences had to be built and tested live in production, with no environment to confirm them first. The alternative was to manually recreate them in the sandbox, which added manual effort and delayed testing or training.
With this update, you can now test sequences in your sandbox without confusing end users working in production.
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.
FileUpload and FileViewer are new UI extensions components that let you add file upload and display capabilities to your app cards. Files are stored in a per-app folder in HubSpot's file manager (/app_{appName}_{appId}), and uploaded files can optionally be attached to CRM records.
Until now, there was no way to handle files within UI extensions — you couldn't collect or display attachments directly in app cards, which forced workarounds or pushed file interactions outside the HubSpot UI entirely. FileUpload and FileViewer close that gap, keeping file-dependent apps fully in-context on the CRM record.
Visitors can now resize the Live Chat widget to better fit their needs. They can drag the widget edges to any size or use quick-toggle buttons in the header to switch between compact and expanded views. The widget also remembers each visitor’s preferred size for future visits.
Rich responses like detailed AI answers, source citations, meeting links, and embedded content often require excessive scrolling in a small window, disrupting the experience.
By giving visitors control over the widget size, they can:
For those using Customer Agent, this is especially impactful because longer, richer responses become much easier to consume.
Your Live Chat chatflow can now capture visitor messages when your team is away, at capacity, or outside of business hours. When enabled, visitors can reach out at any time, and your reps can view and respond to those messages from the inbox or HelpDesk once they're available.
This directly addresses the regression introduced by the Live Chat Availability Fix rollout (Feb 2026), which enforced strict availability logic and blocked visitors from sending messages when outside working hours.
Many teams use Live Chat as an async communication channel, not just for real-time conversations. Blocking the chat input during off hours means losing those opportunities entirely. This gives you control over when visitors can still reach you.
Your Live Chat chatflow can now capture visitor messages when your team is away, at capacity, or outside of business hours. When enabled, visitors can reach out at any time, and your reps can view and respond to those messages from the inbox or HelpDesk once they're available.
This directly addresses the regression introduced by the Live Chat Availability Fix rollout (Feb 2026), which enforced strict availability logic and blocked visitors from sending messages when outside working hours.
Many teams use Live Chat as an async communication channel, not just for real-time conversations. Blocking the chat input during off hours means losing those opportunities entirely. This gives you control over when visitors can still reach you.
HubSpot are updating the Customer Agent Status property with a new set of structured statuses that clearly represent where a ticket stands in the CA -> human handoff process and if a human rep needs to step in.
They're also updating the Customer Agent default view to surface all CA-involved tickets by urgency. Here's what's new:
Customer Agent Status — new statuses
Customer Agent default view — open + closed tickets and new sort order
As you run more Customer Agents in help desk, the handoff between CA and human reps has become a critical moment. Today it's hard to know which tickets need human attention, which are stalled without an assignee, and which CA is still actively handling. This creates delays, gaps in ownership, and limited visibility for managers. The new statuses and updated default view give teams a clear, high-signal way to understand CA's role on any ticket — so handoffs are faster and ownership gaps are caught immediately.
HubSpot have recently shared their vision for building an open ecosystem for the agent era. The premise is simple: AI agents should be able to run on HubSpot, and to run HubSpot. We are extending the ability for agents to run HubSpot, with the HubSpot Agent CLI.
The HubSpot Agent CLI brings your HubSpot data and intelligence into OpenAI Codex, Claude Cowork, or Claude Code. You can use these agents to automate repetitive, bulk, and scheduled work, so the work happens on its own before you even get to your desk.
The simplest way to think about it: take the questions you've been asking or the tasks you've been completing repeatedly in chat, and automate them, so you get more time back to do the work that matters.
For example:
They’re building a platform where agent infrastructure is a choice agents can make based on what’s right for the workflow. An agent constrained to one infrastructure is less effective than it could be. Just as customers should have the freedom to choose the best tools for their business, agents should have the same.
Optionality enables agents to choose the best infrastructure for the task at hand so they can operate most efficiently, whether they're running a scheduled automation, processing a bulk operation, or acting on a real-time signal.
Reviewing pipeline, analyzing calls, consolidating tickets, and preparing follow-ups can be time consuming. The Agent CLI gives agents a reliable way to automate that work in HubSpot with OpenAI Codex, Claude Cowork, or Claude Code, while keeping humans in control of what gets reviewed, previewed, and applied.
A unified table and graph view for managing your entire data model — objects, properties, associations, and conditional logic — from one, easy to use place.
Why does it matter?
Managing your data model used to mean jumping between multiple settings pages with no consistent picture of how objects, properties, and associations connect. By centralizing your data model in one spot, you get a single place to see and manage your entire Smart CRM structure, whether you're auditing a complex configuration or making a quick edit to a property group.
When creating records in a Workflow, you can now use that record and its properties in later actions. For example, in a Company workflow, if you create a Contact, you can both add that contact to a segment and use the properties from it when creating a task or a notification for your team.
When creating objects in a workflow, you often want to be able to immediately do something with that newly created object. But previously, customers would have to create a separate workflow, spreading out processes across multiple flows. By being able to leverage that created object, customers can automate more use cases all in the same workflow.
You can now select a specific connected app as the source when restoring a CRM change, letting you roll back property changes made by marketplace apps, private apps, and MCP connectors like Claude — without affecting changes made by other sources.
When an integration writes bad data to your CRM — a misconfigured Salesforce sync, a custom private app, or an MCP connector like the HubSpot Connector for Claude — there's currently no way to target that source specifically in the CRM Changes restore setting. Admins have had to run broader restores that risk reverting unrelated changes, or fix records manually.
This update adds Integration as a named source type in the restore panel, so you can scope a rollback to a single connected app and leave everything else untouched.
Account Cleanup will now allow you to delete unused website and landing page drafts, rather than archiving them indefinitely.
Currently, Account Cleanup archives all identified clutter for website and landing pages, moving them out of the primary view in these apps, but doesn't delete them. This means that in order to totally remove outdated content, you had to take the extra step of deleting the archived content, creating manual work.
Customer Agent can now find and send invoices directly inside a conversation. When a customer asks about a past or upcoming invoice, including what they're being charged for or how to pay it, the agent will query the right invoice, explain what's on it, and send a copy — along with its secure checkout — in the same chat, email, or WhatsApp thread.
Invoice lookup and explanation are two of the most common requests handled by billing teams, and they rarely need a human unless there's a discrepancy. Letting Customer Agent resolve them directly gives your team back the hours they spend on invoice triage and gives your customers an immediate, in-channel response instead of waiting for a support ticket. Because the agent can also share the checkout link alongside the invoice, it closes the gap between explaining the invoice and the customer paying it.
Customer Agent can now send payment links directly inside a conversation. When a buyer signals they're ready to purchase — by asking for product details, a price, or indicating they want to buy — the agent picks the right payment link from your library and sends it in the same chat, email, or WhatsApp thread.
A potential buyer asks about a product — what it costs, what's included, whether it's the right fit — and by the time the conversation wraps, they've gotten their questions answered but haven't bought. They're left to find the right page on your site, decide which option to pick, and check out on their own. This friction can stall deals.
Customer Agent now closes that gap. Instead of resolving the conversation and sending the buyer off to navigate your site, the agent can capture the purchase directly in the same thread — sending the right payment link the moment the buyer is ready, with the product and pricing already sorted out. The buyer doesn't have to figure out what they're buying or where to click, and you don't lose the sale to friction.
It also gives you a way to sell your products through agents without giving up control. You decide which payment links the agent can send, which ones it should actively offer, and which ones stay off-limits — so the agent can run a meaningful slice of your GTM motion while you keep the guardrails.
You can now use Breeze to prioritize open invoices by revenue impact and send personalized collection emails to accelerate your Accounts Receivable.
This gives you a faster, more effective way to identify and act on the most important outstanding invoices, reducing manual work and accelerating revenue collection. Focus your efforts on the invoices that matter most and improve cash flow management.
You can now generate an AEO-optimized blog post directly from a recommendation in the AEO tool, so you can turn visibility insights into published content faster.
The AEO tool shows you where your brand is missing visibility in answer engines. Acting on those recommendations used to mean researching top-cited competitor posts, analyzing citation data, and writing new content from scratch.
This feature removes that friction.
With a few clicks, you can turn a recommendation into a ready-to-edit blog post that's already structured for answer engine optimization.
URL properties now support link text. Instead of displaying a raw URL, you can set a default label like "View profile" or "Open listing. This will appear as a clickable link wherever the property renders.
When long URLs appear across dozens or hundreds of records in a list or report, the raw links create visual clutter and make data harder to scan. Link text replaces long URLs with short, meaningful labels so you can quickly identify and act on links without the noise.
You can now export dashboards to PDF in a format that retains the full dashboard layout, including all charts and tables as displayed on screen, with titles, dates, and filter context included.
Scheduled report exports sent via email also use this improved format.
Previously, PDFs of dashboards lacked the context that layouts and formatting provide. Now, an exported PDF of your dashboard will match the layout you see in-app, making it easier to communicate and share your data with stakeholders.
The CRM index page — the centralized place for Contacts, Companies, Deals, and other objects — has been updated with a cleaner layout, a simplified toolbar, and an improved board view, making it faster to navigate your records and take action without extra clicks. Visit the Streamlined Index Resource Center for a full walk-through of all the changes.
Finding records and moving them through your pipeline shouldn't require hunting through cluttered menus or fighting with slow drag-and-drop. These updates reduce the friction in your day-to-day CRM workflows so you can spend less time navigating and more time getting things done.
You can now access a quick-action menu on any property in your records. Hover over a property and click the "..." icon to copy the value, view property history, or take context-specific actions like calling a phone number, visiting a URL, or sending an email.
Common property actions that used to take several clicks are now one away. A few ways you might use it: