Welcome to our HubSpot Product Spotlight for March. 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’ll now be able to view property validation rules via public API.
Viewing property validation rules will allow you to better understand and adhere to validations set on properties, making it easier to ensure that data flowing into HubSpot is consistent and accurate. This will also reduce the likelihood of failed API calls and errors.
When commenting with colleagues inside HubSpot, users receive detailed comment notifications via email and other channels. These notifications contain the details of the comment threads making it easy to catch up directly from your inbox, without having to login to HubSpot to read the latest comments.
If users enable the Sensitive Data setting in the Data Privacy settings, their comment notifications will no longer contain any of the thread details, to keep their data compliant and secure.
This means that users will have to log into HubSpot to catch up on their comment threads.
The Breeze record summary card is now located in the right sidebar, helping you save space on your records page while ensuring you can see key details no matter which tab you're viewing in the middle of the page.
The improved OneSignal app for HubSpot now automatically creates new OneSignal users through HubSpot workflows. This way, you can connect with new users right away through SMS, push notifications, and in-app messages. This new enhancement will streamline marketing operations and drive faster time to value for customers.
Before, you couldn't message new users until they had interacted with OneSignal's SDK, were manually uploaded into OneSignal as a CSV file, or created with OneSignal’s Create User API. This delay meant missing crucial engagement opportunities with new contacts during their most active periods of interest.
Now, you can automatically create OneSignal users the moment contacts are added to HubSpot and immediately communicate to them through push notifications, in-app messages, and SMS. When a contact is created in HubSpot, you can automatically create their OneSignal profile with relevant contact details, subscription preferences, and user properties. This allows you to contact them with SMS. Once the new contact authenticates in your app using the OneSignal SDK, you can use push notifications and in-app messages to engage with users at the peak of their interest, whether confirming a sign-up, sharing welcome information, or starting an onboarding sequence. By eliminating the waiting period between contact creation and first communication, you can drive stronger user engagement from day one.
We’re introducing Global Form Events, a set of event callbacks that allow developers to extend the functionality of the new Forms and integrate with other systems more effectively.
With these updates, the New HubSpot forms will now emit various events throughout their lifecycle, such as:
hs-form-event:on-ready – Fires when the form has fully loaded and rendered.hs-form-event:on-submission:success – Fires when a form submission is successful.hs-form-event:on-submission:failed – Fires when a form submission fails.hs-form-event:on-interaction:navigate – Fires when a user navigates between steps in a multi-step form.These enhancements provide developers with greater control and enable deeper customization of embedded HubSpot forms.
Developers need deeper access to HubSpot forms to customize, track, and automate form interactions. Whether it’s tracking form submissions in analytics tools like GA4, dynamically updating page content based on user interactions, or retrieving and modifying form data, this update provides the flexibility needed to enhance embedded forms.
Introducing a subscriptions 'usage' tab. You now have a view within the subscription settings to see how and where different subscription types are used across the HubSpot application.
Enjoy a centralised view of where each subscription type is used within HubSpot. If seeking to archive specific subscription types, you'll be provided with a reference list of all assets (forms, emails, etc.) you are recommended to update before archiving, ensuring you avoid collecting invalid and/or outdated subscription statuses or, in some instances, automatically unarchiving subscription types because they are used.
Ability for admins to delete a manual forecast submission at the user or team level.
Now you can remove incorrect forecast submissions instead of just overwriting them, giving you cleaner historical data and more accurate reports. This solves key challenges by allowing you to delete test submissions and revert team-level forecasts back to user rollups when needed.
Custom actions API now supports seven additional languages, expanding beyond our original set of English, French, German, Japanese, Spanish, Brazilian Portuguese, and Dutch. The newly supported languages are:
The expanded language support improves customer access to multilingual workflow actions and reduces potential errors in custom actions. This update enhances efficiency for global teams using HubSpot's automation platform, ensuring clear and user-friendly workflow management in their daily languages.
You can now further refine which associated records will contribute to a scoring rule based on their specific properties. For example, when scoring Companies:
Previously, scoring associated records meant scoring all associated records—whether relevant or not, unless you specified the association label. Now, you have more control, allowing you to refine each scoring rule and ensure only the proper records impact a score.
As of March 12th, the “alter list membership” action ("actionTypeId": "0-13") is being split into two distinct actions:
actionTypeId 0-63809083)actionTypeId 0-63863438)These new separate action types will be used instead of including the "operation": "REMOVE" or "ADD" within "fields".
While we recommend updating to the new action types as soon as possible, the “alter list membership” action ("actionTypeId": "0-13") can still be used for now. However, any workflows created or updated using this old action type will automatically be converted to the new separate actions. Consequently, this change means that the API response for the workflow may differ from the original JSON sent by your app.
This change is part of a broader effort to streamline actions by ensuring that each operation is represented by its own unique action type, rather than using a single action type with an additional operation field.
You can now use subscriptions like other CRM objects in HubSpot! This enables you to store recurring revenue data directly in your CRM. Import existing subscriptions or create new ones, then use this data just like any other CRM object. You can associate subscriptions to other records across HubSpot, create lists, update workflows, and streamline renewal management.
This gives you visibility into your recurring revenue alongside other customer information. You can now use subscriptions to reflect revenue, manage recurring billing, and automatically collect payments.
A new invoice setting enables you to choose whether to display or hide billing dates on your subscription invoices.
Hiding billing dates from displaying on subscription invoices gives you more customisation and flexibility.
Starting today, any App Marketplace listing created on or after March 5, 2025 will no longer be able to associate a custom URL with an app’s install button. Instead, you will select from a dropdown menu displaying all redirect URLs configured in your app settings, which must be on a HubSpot domain.
Also, all apps must include at least one feature discovery card per listing. We recommend creating a card for any major function or action performed by your app. Feature discovery cards will continue to play a vital role in customer onboarding, future upgrade paths, and AI-powered app recommendations in HubSpot.
Note: Existing apps are not currently impacted by this change.
Currently, when a customer clicks the “install” button on an app listing, there are 13 different types of pages they might encounter. This creates a fragmented and confusing experience, diminishing overall adoption rates.
HubSpot is committed to improving app discovery and install flows, so customers can more easily find and successfully use the tools they need to grow better. This change ensures a consistent and predictable install experience across all apps available on the marketplace.
Service Hub Professional and Enterprise customers will now have access to new data points about the time in ticket status. Each ticket will now have new properties that can be used in report builders and segmentation alike:
Users will also be able to access out-of-the-box reports with these new data points in the Help Desk Analyse Tab as well as the Service Hub Analytics Suite.
Leaders of support teams design efficient processes for their support organization and implement those processes to HubSpot to drive a fast resolution time and a good customer experience.
With our new reporting on time in ticket status functionality, leaders can now gain deeper insights into their support team processes by accessing more information about the time a ticket spent in each status.
Leaders will be empowered to identify bottlenecks in their support processes and optimize to a better resolution time and thus achieve a greater customer satisfaction.
You can now ensure that popups automatically close once a visitor submits a form. This removes the need for visitors to manually dismiss a popup once they've submitted the embedded form.
Website visitors previously had to manually close popups themselves after submitting a form. With this new setting, popups will automatically close after a form submission, resulting in a better website experience.
The Help desk Settings page now provides a cohesive destination Service Managers and Operation Admins to manage and optimise the Help desk workspace.
By making Help desk Settings the destination for our most used Help desk settings, Service Managers and Operation Admins can quickly find and optimise their Help desk workspace without having to understand every nuance of HubSpot's data model.
The Mobile Chat SDK allows you to integrate HubSpot chat into any iOS or Android app, providing fast, efficient, and empathetic in-app customer support. With the Mobile Chat SDK, you can:
A new editable text field that allows customers to rename the "Tickets" label shown on the ticket home page. You can now update the “Tickets” label in your Customer Portal to better match your business terminology. Instead of being locked into the word “Tickets”, you can rename it to something more relevant, like Orders, Cases, Requests, or Test Results, giving your clients a more relevant experience.
Not every business refers to customer interactions as “Tickets” in the customer portal. We’ve heard from customers that having the right terminology is crucial for a better customer experience. Whether your customer portal is used for order management, service requests, lab results, or referrals, this update ensures that your clients see labels that make sense for them. You can now override the "Tickets" label in your Customer Portal settings page and rename it based on your business needs.
You can now apply colors to property options, enabling a more visually-driven experience in the CRM.
Property option colors make skimming an index page table or record page to get actionable insights easy and fast. For example, you can:
With this change, Admins can now set the times when their SLA rules should be active, and the time zone of reference. While viewing an SLA-based report, it is now possible to view the information based on the configured scheduled hours on the individual SLA rule.
SLAs are as unique as the customers you serve, but they weren't very flexible for global companies with customers and teams across time zones and with complex service needs. Additionally, SLA reports did not consider scheduled hours to give an accurate measurement of adherence.
You can now set the max number of redemptions and/or an expiration date for a discount code ensuring promotions stay within usage limits for payment links.
Our new max # of redemptions and expiration date features give you greater control over discount codes for payment links by automatically limiting their usage and duration. This eliminates the need for manual deactivation, prevents over-discounting, and saves time by reducing errors and administrative effort.
HubSpot's mobile users can now quickly access CRM contacts and call them by adding two new OS widgets to their iOS and Android home screens. One widget provides access to call tasks due today (‘Call tasks’), and the other to recently called contacts (‘Recent calls’).
To make it faster to get to the HubSpot mobile app, we have added the ability to add a shortcut from the lock screen for iOS users.
The number of taps needed to call a contact using the HubSpot mobile app is a significant issue, as users frequently search for contacts or call tasks on mobile. Currently, it takes an average of 6-7 taps from the phone's home page to make a call, resulting in a less-than-ideal user experience.
Adding new avenues for reps to quickly gain access to key communications features in the HubSpot mobile app aims to reduce the number of taps required for outreach, increasing rep productivity by making it easier and faster to build more pipeline and help close deals from anywhere.
Admins can now efficiently manage and approve quotes from the quotes index page.
Previously, quotes were managed through tasks. This made it difficult to identify and prioritize quote-specific tasks alongside other HubSpot tasks. Now, admins have the option to approve quotes directly from the quotes index page, creating a faster and easier quote approval process.
The Public Permissions API allows developers to check user access against an object ID. Documentation on this API can be found here.
Now, HubSpot developers can better understand which users have access to each object, so HubSpot data can be used in their product for mutual customers.
In the main navigation, HubSpot are changing "Integrations" under Data Management to "Data Integration." Instead of pointing to the connected apps page within integration settings, this page will now point to the Import home page.
Users have a variety of places to go in HubSpot to integrate all their data together. By adding the import home page to the main navigation, we're hoping to create one place where users can go to manage and monitor all their points of data integration.
Email conversation history is now visible when composing a reply to a previous message in the CRM, extending functionality previously only available when forwarding messages.
When replying to an ongoing conversation, you may want to see the conversation history while composing your message without having to leave the message composer.
You can now filter a page visit or break down a page visit by the Source property. This allows you to understand and even give credit to a specific page visit based on the UTM parameters where their session started. You can learn more about how HubSpot organizes sources here.
HubSpot categorizes different traffic metrics into properties known as 'Sources'. This property is used across the HubSpot ecosystem, informing everything from a contact's original source to measuring web traffic reporting. Source properties are useful for understanding how a contact arrived at a certain moment in the journey, like when they submit a form, became a contact, and more.
You can now filter or segment page visits in the Customer Journey Analytics report by 'source.'
You can now create a subscription in any HubSpot-supported currency, not just currencies supported by your payment processor. You can also convert deals/quotes into subscriptions in any currency supported by HubSpot.
There are a wide range of HubSpot-supported currencies, but only a subset of these currencies were supported for payment collection. Previously, you could only create subscriptions in currencies that your payment processor supported for collection. This prevented converting any deal or quote to a subscription if using a non-supported currency, regardless of whether you had enrolled in payment processing.
No more attaching files one by one! Users in the customer portal can now upload and send multiple files in a single message, making it easier and faster to share everything in one message. This update allows customer portal users to share multiple relevant files, such as screenshots, logs, and documents, in a single interaction, reducing back-and-forth and improving response times.
Additionally, we are now supporting .eml file types so users can attach previous emails they want to reference in a message.
Previously, users in the customer portal could only attach one file at a time with their messages. This limitation led users to submit incomplete requests due to missing attachments or resort to completing this task outside of the portal. This update improves the user experience of submitting complete and detailed inquiries.
HubSpot have enhanced the property editing experience for association cards that appear on the right sidebar of the record page. Now, users will see a save status component in the bottom-left of their screen with an 'undo' action when editing the following properties in association cards:
Clicking 'undo' will revert the most recent edit to the property.
This enhancement will inform users when a property edit is saved and give them the option to 'undo' any data entry mistakes.
Meet the redesigned Breeze image generation tool—designed to make creating stunning visuals faster and easier than ever. With our most advanced model yet, you’ll experience smarter tools to help you craft perfect images effortlessly.
Meeting preparation and follow-up are crucial but time-consuming parts of the sales process. The meeting Since its launch last year, Breeze has helped marketers quickly create custom images for their content—all without leaving HubSpot. Inspired by feedback from creators like you, the redesign makes it even easier to save time, stay creative, and ensure your visuals fit perfectly across any channel.
Duration formats for calculated properties, including 'time since' and 'time until' properties, have been improved.
Previously, durations were displayed in days until 12 years.
Now, durations will be displayed in months until 2.5 years, days until 3 months, and hours until 1 day.
Durations under 2.5 hours won't change - they will show in minutes until 2.5 hours, and seconds until 2.5 minutes.
Additionally, decimals will be shown for years, months, days, and hours.
These changes will make working with durations easier and faster, since you won't have to do as much mental math to convert days to months and years.
For example:
HubSpot now automatically saves property edits made on the CRM index page.
This feature streamlines data entry by reducing clicks and automatically saving information, increasing efficiency and minimizing data loss for CRM users.
Customers can now export custom contact properties, along with their history.
Customers were not able to export contact properties that they previously created.
The local development server now features an updated interface that unifies the preview experience for all your theme development approaches—CMS React projects, HubL projects, and legacy HubL themes—in one intuitive dashboard.
You no longer need to switch between different development servers based on your tech stack or push your changes to production prematurely to view in-app previews. The new unified development server:
Super admins can now subscribe to email notifications for Product Updates. By subscribing, admins receive a weekly e-mail with information on the latest betas and upcoming releases.
HubSpot is continually releasing new features to help our customers grow better. These updates are published to the Product Updates page, but it can be challenging for admins to keep up with the influx of changes, especially without direct communication. This can result in significant changes going unnoticed, potentially disrupting users' workflows in HubSpot.
The Weekly Product Updates Roundup bridges this gap by providing admins with direct communication about the latest betas and upcoming changes to their account, ensuring they stay informed and prepared.
The improved Fathom app for HubSpot now automatically syncs AI-generated deal summary notes directly to HubSpot deal properties. This new feature allows sales, customer success, and revenue operations teams to:
Before, sales teams had to manually input meeting outcomes and piece together deal status information from scattered notes. This made it challenging to track deal progress and identify missing steps to act on based on their preferred sales methodology.
Now, you can automatically sync data captured during meetings directly into HubSpot deal properties. With Fathom's AI Deal Summary templates, which include leading sales methodologies that can be customized, you can structure your unstructured meeting data and use it across all stages of the deal lifecycle. For example, you can automatically log a closed lost reason or closed won reason to your HubSpot deal records, based on exactly what was said in the meeting. This automation not only saves valuable time for sales leaders and reps, but also ensures consistent CRM hygiene and adherence to chosen sales methodologies.
You can now identify properties with missing data for contacts and companies in the Data Quality Command Center and edit, delete, or add records with Missing Data to a list.
Contacts
Companies
This feature enables users to quickly identify and address any gaps in their data, ensuring that their records are complete and up-to-date.
Having complete and accurate data for contacts and companies is crucial because it facilitates better decision-making, improves communication and targeting efforts, and enhances the overall quality of customer relationships.
By highlighting missing data, this feature empowers users to take proactive measures to improve their record quality, leading to more informed strategies and personalized interactions with their customers and prospects.
Users can utilise HubSpot's calendar connection to sync user out of office between Google or Microsoft calendars and HubSpot's out of office feature.
Utilise existing calendar integration to automatically sync user's out of office between HubSpot and Google or Microsoft calendars. This makes setting user out of office easier then ever.
With this change, the priority property for the ticket object will have four options: Urgent, High, Medium, and Low.
HubSpot customers have frequently requested an "Urgent" ticket priority option for time-sensitive issues like incidents. Currently, the priority property for the ticket object has only three unchangeable options: High, Medium, and Low. Adding an "Urgent" option, which is greater than High, provides customers with a more comprehensive and flexible priority selection.
This change alters internal code references and closes the gap in SLA coverage by allowing any ticket viewable in the Help Desk to have an SLA assigned to it. This change also updates all existing Conditional SLA Workflows to use the proper flag as their trigger.
Currently, Service Hub Help Desk's CRM ticket objects must be associated with a Help Desk channel to have a Service Level Agreement (SLA) assigned to them. This means non-reactive tickets not received via a channel (e.g., manually created tickets or tickets created via automation) cannot have an SLA. It is not clear to our customers which tickets can or cannot be assigned SLAs, leading to challenges for Support reps with prioritizing work effectively.
HubSpot have combined the Sync Property Limit (10 Pro, 25 Enterprise) with the Calculated Property Limit (25 Pro, 200 Enterprise), enabling you to create more sync properties.
Meetings is now available as a selectable data source in Custom Report Builder, allowing you to report on meeting attendees, count, location type, and other meeting properties.
Teams may have several people joining meetings, like sales representatives, technical experts, and managers. Because users want to make sure that everyone who attends a meeting gets credit for it, regardless of whether they're the host, HubSpot now lets you see who books meetings, who hosts them, and which other internal users are listed as attendees.
We’re leveling up notifications on mobile!
Update the app to enjoy extended notification availability in the notification center for 7 days - an increase from the previous 24-hour limit! The update also introduces new filtering options, allowing users to view unread notifications and sort by date received, providing greater control and organization.
We want to make sure you never miss an important notification on mobile. This update extends the lifespan of mobile notifications from 24 hours to 7 days, so you’ll have the same experience on the go as you do on the web the mobile experience with the web platform.
To make sure it’s easy to find what you need, we’ve also added new filtering and sorting options, so you can organize and manage your notifications efficiently.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects allows admins to control whether a user can merge each specific type of object, separately from their permission, to edit that object.
** Note: Changes to Custom Objects and Create and Merge permissions will not show up in the permissions history page, but we're working on adding this change.
Currently, any user that has permission to edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to merge records for that object type. This has resulted in a concern from customers for data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to merge records.
A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects that allows admins to control whether a user is able to create each specific type of object, separately from their permission, to edit that object.
** Note: Changes to Custom Objects and Create and Merge permissions will not show up in the permissions history page, but we're working on adding this change.
Currently, any user that has permission to edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to create new records for that object type. This has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to create records.
Customisable dashboards that display key sales metrics directly within the sales workspace.
Gives sales reps instant access to their most important metrics and reports without leaving the sales workspace, keeping them informed while maintaining their workflow.
Marketers and Admins can set up their double opt-in experience in multiple languages, if desired.
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.
You can now apply colors to property options, enabling a more visually-driven, delightful experience in the CRM.
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.
Introducing the Campaign Goals Tracker – a smarter way to set, track, and report on your campaigns!
A redesigned and more sophisticated goal-setting, management, and reporting experience is available now.
Campaigns depend on clear, strategic goals, yet today’s reporting experience lacks a truly goal-oriented framework.
Until now, Campaign Goals have existed in two limited ways:
Without an integrated approach, you may struggle to define the right goals, find inspiration, and measure success effectively.
That’s why we’re introducing a smarter, more intuitive way to define, monitor, and report on campaign goals—ensuring every campaign is built for success.
Journey automation enables you to map out, create, and optimize an end-to-end marketing experience for your customers, from new contact to lead to evangelist—all within the same view. You can specify an overall outcome of the journey, and then easily configure behavior-focused stages that aim to move contacts along it. Contacts may drop out along the way if they aren’t successful, or they may move through it faster if they engage more.
Journey automation is in a very early private beta so we recommend testing it out with test contacts first. And while we have more features coming, we'd love to hear feedback about the new tool so far. Please share any and all feedback through the "Share Feedback" link on the bottom left corner of your journey in HubSpot.
Through omni-channel messaging, behavioral events, and robust reporting all in one place, journey automation makes it easier to send the right message to the right customer, at the right time.
The Prospecting Agent researches and executes personalized outreach strategies for prospects within HubSpot's Smart CRM, helping build more qualified sales pipeline. It is targeted for Sales Ops and Admins who need automated prospect research and outreach without dedicated BDR or SDR capacity. It's also now a great fit for Reps and AEs working in an account-based sales motion.
The Prospecting Agent researches companies and contacts in your CRM to develop an understanding of their business needs and intent signals. It then writes personalized emails using this research, combined with context from your CRM, reaching out at the optimal time.
Customers can now research target accounts, draft AI emails, and enroll contacts to the agent directly from the Sales Workspace and Target Accounts App.
Example use cases include:
Improving the quality of phone numbers is important to ensure that reps aren’t calling ‘junk’ phone numbers or doing the work of finding the right phone number themselves. Phone number that contain random text or are missing country codes make it more difficult to contact customers.
Validations will allow you to enforce consistency and quality of your phone number data. Additionally, a default country code will make it easy to bring in valid phone numbers that are missing a country code - HubSpot will prepend country codes automatically.
With Breeze content agent, powered by HubSpot's AI, you can create high-quality, on-brand landing pages with just a few clicks.
Creating beautiful, engaging landing pages that drive high conversion rates has traditionally been both difficult and time-consuming. Breeze content agent solves this challenge. Now you can spend less time building and more time converting leads and boosting your marketing ROI.
New help desk layout setting options and usability improvements are available to help support teams navigate smoothly around the workspace and be more efficient as they troubleshoot, respond to, and resolve their tickets.
This release includes three updates:
Support reps need to feel grounded and focused in their workspace, and being able to choose a default "home base" that suits their working style will allow them to navigate more easily, find the information they're looking for quickly, and deliver better customer experiences at scale.
This update expands call summaries to provide additional insight for recorded & transcribed calls in HubSpot.
Understanding the context of logged calls can be time-consuming, especially when in a hurry. This feature provides reps with detailed AI generated summaries for their calls.
You can now automatically format your data as it enters the CRM - ensuring that your data is clean, formatted, and valid.
This formatting will apply when users edit properties manually or import into properties. This can help you, for example:
Maintaining data quality in the CRM will be faster and easier. Now, your CRM will not only prevent entering invalid data but clean it on your behalf as it enters. Instead of forcing users and admins to correct validation issues and errors, HubSpot will now automatically correct those issues.
Businesses can now assign the Customer Agent to their WhatsApp and Facebook Messenger business accounts, streamlining support and lightening the load on human agents. For more information on the existing capabilities of the Customer Agent, check out our knowledge base article or stay updated with the latest features on our wiki.
Since launching WhatsApp in 2022, we've heard from customers, especially in LATAM, about the challenge of scaling 1:1 communications without automation. To solve this, we've focused on building the Customer Agent in a flexible, extensible way. Now, we're excited to enable businesses to assign the Customer Agent to both WhatsApp and Facebook Messenger accounts, empowering them to engage with customers more efficiently and at scale.
The new Target Accounts home helps sales and marketing teams implement an effective account-based strategy without the complexity and resource intensity that typically comes with it. Teams can now prioritize high-value accounts, research them efficiently, and coordinate engagement all from one central place.
Key Problems Solved
You can now run A/B tests on CTAs created through the new editor. This feature allows you to compare two CTA variations to determine which one performs best based on clicks and views.
With a 50/50 traffic split, you can optimize your CTAs and make data-driven decisions to improve conversions.
A/B testing was a highly requested feature that helped customers optimize their Legacy CTAs. Now, the same powerful testing capabilities are available in the new CTAs tool. A/B testing allows you to test different CTA designs and copy to increase conversions by using data to implement the highest-performing version of popups and buttons.
Currently, A/B tests can be run on CTAs placed on your website only. A/B testing CTAs in marketing emails is not available at this time.
You can now automatically merge records with exact 1:1 property matches, streamlining your data deduplication process. This intelligent feature works seamlessly on top of our existing model to consolidate matching records without manual review.
Manual record review and merging is one of the most time-consuming aspects of data management, often leading to backlogs and inconsistent data. By automating the merge process for high-confidence matches, teams can focus their attention on more complex matching scenarios while ensuring their data stays clean and consolidated faster than ever before.
With HubSpot's Google Meet integration, you can access and update HubSpot records without opening a separate window.
During your meetings you can now:
Previously, you had to use a separate browser window to reference HubSpot contact records or add notes during a Google Meet meeting. This interrupted your meeting flow and required constant back-and-forth. Now, you can maintain focus on your conversation while having all your customer information and note-taking capabilities right inside Google Meet.
You can now edit or delete Campaign UTM values, providing greater control and ensuring more accurate reporting.
This new functionality ensures accurate and up-to-date campaign UTM tracking, allowing you to make data-driven decisions easier & faster.
By giving you full control over your UTMs, this feature helps maintain clean, reliable tracking, ultimately improving campaign performance and ROI.
You can now connect your own OpenAI account to HubSpot through our new OpenAI integration, allowing you to use your OpenAI project API key to power AI-driven workflow actions.
By connecting your OpenAI account to HubSpot, you gain more flexibility and control over your AI usage, creating more customized AI-powered automations without relying on HubSpot’s built-in AI services. This update benefits businesses, developers, and cost-conscious customers looking to leverage their own OpenAI accounts to support:
You can now customise and preview quote emails before sending them to buyers. You have the option to either send the email directly, or copy the quote link to send it separately.
Sending quote emails to buyers should be fast and simple. The process is now even easier—you can send emails directly to buyers without copying and pasting a link.
Repurpose your video assets across your marketing channels and effortlessly create share-worthy video shorts with our new AI-powered video clip creator and transcript-based video editor.
Video content is marketing gold, but traditional editing is time-consuming and technically challenging. Most editing software requires specialized skills that drain your most valuable resources—time and budget.
But with video remixes, that's changing. Take your product tutorials, webinar recordings, and other video assets and convert them into video shorts, blogs, marketing emails, ads, social posts, and more with the power of AI and a simple transcript-based video editor. If you can edit a text doc, you can edit videos with video remixes.
Ensure better account oversight with new product library permissions, enabling admins to control which users can view, edit, and delete products. This new permission system helps prevent unauthorized changes and provides greater flexibility for teams that require different access levels.
This feature improves product library usability by enabling admins to set precise user permissions and decide which users can view, edit, and delete products.
We've upgraded our chat widget with a new Help tab that gives users direct access to the knowledge base—no more jumping to external websites for answers! Inside the Help tab, your users can:
This update makes self-service support much smoother by keeping everything in one place, making helpful information available exactly when users need it.
You can now use AI to create index page custom views by simply describing the group of records you want to see.
Creating custom index page views is a cumbersome process. It requires navigating across multiple menus, searching for the right properties to add, then applying to correct filters in order to see the records you're most interested in. This process is time-consuming and ultimately hinders quick decision-making.
Now, you can leverage the power of AI to generate these views instantly, freeing up valuable time and accelerating your workflow.
The customer success workspace is evolving. It still provides a dedicated home base for customer success managers inside of HubSpot, but has a new look and some additional functionality making it more customer success specific. The CS workspace helps CSMs stay on top of important changes for customers, actively monitor the health of their book of business in addition to tracking renewals and onboarding.
Customer success managers don't have dedicated tooling or home inside of HubSpot. Instead, they spend a lot of time bouncing around, hunting for the information that they need to do their jobs. The customer success workspace will provide a dedicated home base and starting point for CSMs in HubSpot. The workspace will keep CSMs organized and focused, allowing them to address the needs of more of their customers.
Introducing a new permission that enables admins to set whether a user or team can add, edit, and remove associations on existing records. We’ll start broad with a permission where a user can either add/edit/remove associations or they can’t. The permission will apply across all object types with records.
Users will need edit access and the new permission to be able to make changes to associations on an existing record.
We will introduce two changes simultaneously:
Admins are focused on ensuring that their reps are only completing required tasks and locking down permissions to ensure data quality. Today, users can add associations to records that they can only view but not edit, which feels inconsistent at best. We have and will continue to expand the impact of associations across the HubSpot platform; making association quality ever more important. Admins can now expect to be able to lock down who can create, edit, and delete associations.
Company health score is a new tool that gives customers the ability to weight properties and activities taken by contacts and roll them up to a score on the company record. This score will be recorded on the company record.
Customer success teams want to identify trends, opportunities and problems within their customer base. They have a lot of information about how their customers are engaging with their company but they don’t feel like they can use it effectively. CS teams need help aggregating and evaluating data points about individual companies in an automated way so that they can identify who is getting a lot of value and who is a potential churn risk.
Introducing data enrichment capabilities for companies in your missing data tool, enabling you to automatically fill gaps in your records using trusted external data sources. This powerful addition transforms the missing data tool from a visibility solution into an active data completion engine.
Incomplete data records limit your ability to make informed decisions and can cause downstream issues in reporting and analytics. By integrating enrichment capabilities directly into the missing data workflow, teams can now proactively address data gaps without switching between multiple tools or manually researching missing information. This not only saves time but also ensures higher data quality across your organization.
Admins will be able to assign multiple permission sets to a single user, allowing them to combine permissions seamlessly.
Currently, the rigidity in permission sets requires admins to create numerous custom sets or manage individual permissions manually, leading to administrative overhead and potential errors. This is especially a problem when a user performs multiple roles - such as doing sales and marketing or someone who has slightly elevated permissions from the rest of their function.
Introducing AI-recommended actions in workflows! Now, when adding actions to workflows, AI will suggest additional actions based on common usage patterns.
As users accept recommendations, AI will continue to refine and surface relevant actions dynamically, streamlining workflow creation.
Building workflows can be time-consuming, especially when deciding which actions to add next.
AI-recommended actions streamline this process by surfacing relevant actions based on real usage patterns—helping users build effective workflows faster.
Today's Insights Feed is a new feature designed to streamline access and consumption of Service Hub data. It enables leaders of support teams to monitor operational health with a holistic view, bringing together multiple data points into a single, centralised location.
Today's Insights Feed will provide a new format of insight consumption with the goal of more timely, actionable insights in the Help Desk. With Today's Insights Feed, insights are delivered in an intuitive text format that simplifies your data review process. This means quicker, more informed decision-making and less time spent on manual data analysis.
Support organisations usually have large amounts of data at their fingertips but leaders don't always have the tools and resources to extract meaningful insights. The number of data points available to leaders of support teams is becoming increasingly overwhelming making it difficult to identifying relevant metrics and understanding the relationships between different data points.
You can now charge a buyer's stored payment method for subscriptions within the Subscriptions Editor, which simplifies your charge process. We currently support credit card and ACH payment details as stored payment methods.
We use multiple layers of security to protect sensitive payment information, and our payments tool is built using Stripe's API to manage the secure collection and transmission of payment data.
Storing a payment method for future charges enables you to charge your customers without asking them to complete an online checkout, streamlining your revenue collection process.
HubSpot Home page helps you navigate to the right data as quickly as possible and take the next best action. It is a personalized home, designed to make you more efficient at navigating HubSpot, to get to your tasks quickly, and expands the value you get out of HubSpot.
With the new content remix homepage experience, you can easily keep track of and manage the remixes you've recently created, as well as your custom remix templates.
The updated content remix homepage and manage screens make it easier to keep track of your recent remixes and custom remix templates.
This update adds a new ticket timeline panel to the help desk workspace, giving users quick access to details on historic ticket events—like merges, workflows, custom events, and status updates.
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 personalized, high-quality support without having to jump to another page, increasing efficiency and helping teams resolve issues faster.
You can now trigger workflows directly from the CRM card! Today, sales and service professionals are performing a variety of repetitive tasks every day which is preventing them from focusing on high-impact work like talking to customers and driving sales.
By utilising this card, repetitive tasks like updating the CRM, researching leads, and logging activities can be effortlessly automated through AI skills and other workflow actions directly within the CRM page. This not only saves you valuable time but also significantly reduces the potential for human error, allowing you to concentrate on high-impact tasks that drive business growth.
Introducing separate opt-ins/outs for WhatsApp message types: "WhatsApp Marketing" and "WhatsApp Transactional." Your business can now manage and obtain distinct consent for marketing and transactional messages, enhancing your communication outreach strategies and overall customer experience.
Enable separate opt-ins/outs for marketing vs utility WhatsApp template messages.
This matters as any business-initiated messages sent outside of WhatsApp's 24-hour conversation window require portal users to use a pre-approved WhatsApp template. And businesses can only send template messages to users who have subscribed to receive messages from them on WhatsApp.
This approach will address the needs of businesses that may lose critical communication opportunities due to previous broad opt-outs and provide a pathway to respect customer preferences while maintaining necessary engagements like order confirmations, account alerts, etc.
You can now select which properties will be retained on the final record when merging records, giving you unprecedented control over your data consolidation process.
As businesses grow, managing duplicate records becomes increasingly complex. By providing granular control over property selection during merges, this new tool allows users to maintain data integrity with precision.
It offers the flexibility to tailor the merge process to specific business needs, ensuring that every data consolidation aligns perfectly with your organization's data management strategy.
You can now use the aliases of your connected Microsoft Outlook account to send emails from the CRM.
Aliases allow users to communicate from more targeted email addresses that are still part of the same account. Your company may have different branding for different products you sell, and you change your email address based on who you are emailing.
Previously, to use aliases, Outlook users would need to send emails from within the Outlook app, include the BCC address, and add their alias manually to a setting to log the email. This prevented users from taking full advantage of HubSpot functionality, like sequences bulk enroll.
You can now report on your 1:1 email open, click, and reply rates when building reports in the Custom Report Builder.
Your email performance is an important indicator of your Sales team's performance. Tracking these rates over time can give you insight into how your efforts to improve your sending reputation are paying off.
The existing Rotate Owner action in ticket-based workflows only will be updated to allow for:
Ticket assignment from the Rotate Owner action and from Help desk channel-based ticket routing do not assign tickets consistently, leading to the wrong user being assigned, long customer resolution times, and uneven workloads for service agents. By updating Rotate Owner to match the existing Help desk ticket routing capabilities, we can ensure consistent routing and assignment of tickets across HubSpot.
A consolidated report that combines key sales prospecting metrics including sequences, meetings, calls, and emails in a single view within the sales analytics suite.
Sales managers need real-time visibility into their team's prospecting efforts to optimize performance and ensure consistent pipeline growth.
You can now use workflows to enroll contacts in a sequence in the contact time zone.
It's critical for outreach to be sent at the right time for your prospect. Previously, when automating sequence enrollments, we used the portal time zone. This meant follow ups were sent at a convenient time for your account but not necessarily your prospects. Now, you'll have the option to enroll using your contact's time zone