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.
Two new enhancements to the Customer Agent Tester that make it easier to validate your agent and act on what you find as you are testing.
Testing your agent should surface real problems — and let you fix them fast. Before these changes, you couldn't simulate file-based conversations in the tester, and getting from a bad response to the right fix required manually navigating away. These updates close both gaps: test with realistic inputs, and act on what you learn in fewer clicks.
Job change signals have been improved to better differentiate between internal job changes (promotions, lateral moves, etc.) and external job changes (new employer). You can use this information to trigger different workflows or create separate list segments based on whether the job change is internal or external.
Not every job change means the same thing. A promotion within an existing account is a different conversation from someone moving entirely to a new company. This update lets you automatically trigger the right workflow and reach the right list, without manual sorting.
Knowledge Vaults now preserve and display all embedded links from source documents, allowing users and AI assistants to directly access secondary resources like Google Sheets and Looker reports referenced within knowledge articles/docs.
Users previously lost access to important embedded links in knowledge articles, leading to manual workarounds and incomplete information. This change ensures users and support teams can seamlessly access all referenced resources without searching through source documents, increasing workflow efficiency and trust.
Templated automation is now available in all leads pipelines, not just the default one.
If your team uses multiple leads pipelines, you've had to manually rebuild automations — triggers, actions, lead stage logic — each time you created a new pipeline. That's now changed.
With templated automation across all pipelines, your team can:
A credit memo is a document a business issues to reduce a customer’s amount owed, typically to correct an overcharge, reflect a return, or apply a discount. It acts as an official record of the adjustment and is applied to an invoice or the customer’s outstanding balance.
Credit Memos are a must have for finance and operations teams because they’re a standard way to correct an invoice after it’s issued, without rewriting history. With credit memos in HubSpot, merchants can issue adjustments (like discounts, returns, write-offs, or billing corrections), keep a clean audit trail, and tie every credit back to the original invoice if they'd like for accurate reporting and reconciliation. The result is fewer manual workarounds, fewer data inconsistencies, and a faster, more trustworthy accounts receivable workflow inside HubSpot.
Radio, checkbox, and dropdown properties now display with modernized badge styling across HubSpot's Smart CRM, including index pages, views, and records. Object tags in pipelines also now use an updated color picker with the same 18 colors available for properties.
Users can now upload a wider range of file types to Breeze Assistant — including Word documents (DOCX), CSV files, plain text (TXT), PowerPoint (PPTX), Excel (XLSX), Markdown, RTF, JSON, and log files. Previously only PDFs and images were supported.
Users work across many tools that produce outputs Breeze couldn't previously read: call transcripts from Gong or Fathom, notes from external apps, CSV exports from other systems. Expanding supported file types lets reps bring that external context directly into a Breeze conversation, without copy-pasting or losing fidelity.
You can now clone static segments, even when they don't contain filters. When you clone a segment, column customizations automatically carry over to the new segment.
Previously, you couldn't clone static segments without filters, which meant manually recreating segments and their column layouts from scratch. Now you can duplicate your segment structure in seconds, saving time when building similar segments and reducing the risk of losing your customized views.
HubSpot's contact enrichment coverage for contacts in EU countries is getting a significant boost. Customers will see improved match rates for EU contacts.
HubSpot's customers have complained about low match rates for EU-based contacts. This update brings EU coverage closer to our North American coverage levels.
You can now exclude weekends when using Time between calculated properties. This option allows you to calculate the time between two dates while skipping weekends, defined as 12:00am Saturday through 11:59pm Sunday, based on your account’s time zone. This update is available when creating or editing a Time between calculation property.
For many teams, weekends aren’t working time—but until now, Time between properties counted them anyway. This made it harder to accurately measure things like response times, resolution times, or internal SLAs.
By excluding weekends, you can:
This is especially helpful for teams that want clearer insights into how long work actually takes during business days.
You can now set default values for properties in HubSpot. When creating or editing a property, admins can define a value that will automatically be applied whenever a new record is created.
Default property values are applied consistently across HubSpot—whether records are created manually, through workflows, or via APIs—so commonly used values are automatically set, saving users a step and keeping data consistent.
Many teams rely on the same values being set repeatedly when creating records. Without default values, this often leads to repetitive manual entry, inconsistent data, or complex workflows built just to fill in the blanks.
With default property values, you can:
This makes record creation faster for end users and data management simpler for admins.
This set of updates includes three changes:
Previously, support reps navigated multiple conversations on a single ticket through a dropdown option in the right sidebar. We received consistent feedback that this dropdown was hard to find and felt out-of-place. These changes make it easier for reps to stay organized and maintain visibility across various communication threads.
Additionally, support reps couldn't actually start additional conversations on existing tickets in help desk. To do this, they'd have to open the ticket record and navigate away from the workspace. This functionality helps reps save precious time when looping in 3rd parties, vendors, or other stakeholders on a support issue by allowing them to start new conversations on an existing ticket, without ever leaving help desk.
You can now create a dedicated Email property type with built-in email validation—including checks for a valid email format (such as required @ and domain structure)—and additional validation options like restricting values to specific domains. These validation options are available for custom email properties, giving you more control over how email data is captured and stored.
What’s not included
Accurate email data is key to running effective sales, marketing, and service processes. Built-in validation helps prevent invalid or malformed email addresses, while domain restrictions let you enforce business rules—keeping your CRM data clean and reliable no matter how records are created.
Update contact registration and participation status for marketing events directly from the contact record in HubSpot.
Accurate event participation data is crucial for effective marketing segmentation and follow-up. You can now easily update this information without time-consuming imports, allowing you to:
Two updates to the historical tracking features on the HubSpot record page: property history now opens in a side panel instead of a standalone page, and association history tracks changes to association labels over time.
Tracking record changes is critical for maintaining data accuracy and accountability, but gaps in history make it harder to understand what changed and when. These updates address two specific needs:
Users can connect Google Drive folders as Knowledge Vault sources in Breeze Studio for custom agents, making Drive content accessible and searchable for AI Agents while enforcing Drive permissions.
Many customers store critical institutional knowledge in Google Drive, but cannot easily leverage it within custom agent AI workflows.
This integration lets users access, search, and use their existing Drive documentation securely, with permissions and governance intact, eliminating the need to duplicate data or manage separate content sources.
Custom reports can now be attached when you share dashboards or reports via email. This fixes an issue that previously caused custom reports to be omitted from email attachments.
If you rely on scheduled or one-time email shares to distribute insights to stakeholders who don't log into HubSpot regularly, missing custom reports broke your workflow and made email sharing unreliable. Custom reports now behave consistently with all other report types, so your email shares are complete every time.
You can now customize the columns included in the duplicate management table.
Different users will have different properties they want to reference when considering whether or not a duplicate surfaced by the duplicate management tool should be merged together. Today we simply surface the display name information for the two records. If you want to analyze more granular information, you’d need to click to review an individual pair of potential duplicates.
With the ability to add custom columns on the duplicate management table itself, you can quickly determine at a glance whether or not you want to merge records, or if you want to review further.
You can now grant specific individual users access to your custom views, without needing to share with their entire team or company.
You need to collaborate across departments and projects without being constrained by team structures. This lets you share views directly with specific stakeholders in other departments or individual team members who need access, without opening the view to people who don't need it.
Breeze Assistant can now generate reports that pull data from multiple objects, enabling you to analyze relationships across your business in a single report.
Understanding how different parts of your CRM data connect can be confusing when you're trying to answer business questions like:
You can now get answers to these relationship-based questions by asking Breeze Assistant directly, without needing to understand the technical differences between single and multi-object reports.
The Content Personalization API allows web developers to fetch data about a user, such as their name, user agent, IP, location, contact lists, lifecycle stage and any other CRM contact or company attributes. It could be used to put a user’s name on the page or build functionality equivalent to Smart Content.
AI-powered search is decreasing overall web traffic and increasing the importance of content optimization. One tactic to improve conversion rates is personalization. However, personalization can come at the expense of site speed, which increases bounce rate and decreases conversion rate.
This API will allow developers to personalize their content, without preventing a page from prerendering. Prerendering improves page load speeds and security. For more information about prerendering, see our documentation.
You can now associate a single marketing email with more than one campaign at the same time, without cloning.
Previously, each email could only belong to one campaign. To reuse it, you had to clone it — creating version control headaches and fragmented reporting. Now, one email can be shared across campaigns, and attribution data stays accurate across all of them.
Marketing Event cards in Marketing Studio now display key event details directly on the card, so you can manage and distinguish events without opening extra tabs.
Previously, Marketing Event cards showed very little information, making it hard to tell events apart at a glance.
Now, the most important information is visible directly on the card, so you can manage events alongside your other channels without leaving Marketing Studio.
Before:
After:
An update to the Data Studio dataset building experience that makes it easier to find the tools that you're looking for to shape your data accordingly.
Today, many of our features are hidden behind many clicks, making it hard to find what you're looking for.
You now have access to a new workflow action that lets you automatically add line items to a deal.
Within a workflow, you can:
This brings product and pricing logic directly into your automations. No manual deal updates required.
Before this, adding products to deals required manual work or post-automation cleanup. Now, you can:
This is a huge unlock for automation, especially for teams standardizing how deals are created.
You can now customize the workflow names that display on the Enroll in Workflow CRM card.
This lets you display clearer, more user-friendly names without changing the workflow’s original name in your automation setup.
Workflow names are often long or built for admins, which can make them confusing for CRM users who just want to understand what’s happening in a workflow before they enroll a record in it.
By letting you edit how a workflow is labeled on the CRM card, users get quick, intuitive context, without requiring changes to your existing workflow naming conventions.
You can add a due date to approval requests.
Approvals without due dates often stall your workflow. When you set a deadline, approvers know exactly when they need to respond, which helps you avoid bottlenecks and hit your launch dates without last-minute scrambling.
Customize the sales toolbar in Gmail to show only the tools you need, reducing clutter and fitting everything into a single row.
You can now tailor the toolbar to fit your workflow, reducing visual distractions and improving efficiency. By showing only the tools you use regularly, you'll:
Breeze Agent CRM cards display agent outputs directly within CRM records, auto-loading the latest execution for each record and enabling users to select and run agents from a dropdown.
Users need quick access to agent-generated insights and actions within their CRM workflow, reducing context-switching and ensuring relevant agent outputs are always available at the record level.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
** Please Note: this beta is temporarily closed. Any customers who opted in cannot leave. Please contact support for assistance**
We’re introducing a new WhatsApp experience designed to align more closely with HubSpot’s core messaging tools. WhatsApp will now have its own dedicated Home, alongside our other primary HubSpot messaging channels.
This update includes a new:
These changes are in response to customer feedback in order to make WhatsApp more discoverable, easier to use, and ultimately drive more more success for customers as a core messaging product within HubSpot.
We’re expanding the flexibility of conditional property logic. You can now use new operators like “is known,” “any of,” “not equal to," and “is none of."
Until now, conditional property logic was limited “is equal to” checks. This made it challenging to enforce CRM data quality at scale, especially for teams managing complex workflows. With this update, you can build smarter, more flexible rules that capture more accurate data and and speed up rep workflows.
For example:
Customers can now associate custom object records to a HubSpot campaign (Enterprise only).
This update also includes a number of additional enhancements to the Campaigns object:
Many upmarket customers are using custom objects to collect important data about prospects and customers. However, marketers had no way to connect and tie these back to their wider marketing efforts via Campaigns.
Customers can now bring these records directly into Campaigns via associations and define relationships through custom labels.
This is accompanied by additional improvements to support Campaign segments (lists) and conditional campaign properties
These updates make Campaigns act like a true CRM object - enabling Campaigns to act as the epicentre for all relevant touchpoints and closes off frustrating data dead ends.
You can now easily assign a custom priority to your chatflows without using drag-and-drop.
Previously, reordering chatflows meant dragging-and-dropping them into place. While this works for smaller setups, it becomes increasingly difficult to manage as the number of chatflows grows, especially when they span across multiple pages.
With custom priority, you can simply set the exact order you want. This gives you a faster, more precise way to control how your chatflows are prioritized.
Managing chatflows at scale should feel simple, not frustrating.
If you have many chatflows, reordering them used to be time-consuming and sometimes impossible across pages. Now, you can instantly adjust priorities without worrying about pagination or manual reordering.
This means you can:
In short, you get a more flexible and reliable way to manage chatflow priority - no matter how many you have.
Data Studio users can now target multiple objects and create associations between them as they sync data from their datasets to the CRM within Data Studio.
Multi-object syncs allow you to more accurately sync your external data within Data Studio to the CRM -- including the ability to create associations between these objects. It also unlocks additional objects within sync to CRM that are dependent on an association to another object, such as line items.
You can now view the exact personalized marketing email sent to each contact directly from their contact record. If you send an email using smart content, programmable email modules, or dynamic AI text tokens, you can access the fully-rendered version of what each contact received by clicking "View sent email" on their activity timeline. This view is available for 30 days after the email is sent.
When your team views a contact record, they can see that a marketing email was sent — but not what was actually in it. For highly personalized emails, this creates a visibility gap: sales reps don't know what products were recommended, what content was highlighted, or what messaging the contact received.
Now you can give your entire team visibility into the exact email each contact saw, enabling:
Every sales opportunity counts. HubSpot's new smarter sales meetings gives you a single place to manage meetings with prospects - providing pre-meeting insights to help you prepare, post-meeting summaries to help you review, and AI-generated follow-up actions to keep deals moving forward and make sure no follow-up actions are forgotten.
Sales success depends on making the most of every conversation. HubSpot supports you throughout the entire meeting lifecycle so you feel prepared going into conversations and know exactly what steps to take during follow-up, increasing your chances of closing deals.
We've updated your CRM record activity timeline with new visuals & powerful new filter options to help you find what matters, faster.
New Visuals:
Powerful New Filters
The activity timeline is one of the most frequently used surfaces in the CRM and now it's faster, clearer, and more powerful.
Get to what matters faster: New pinned and overdue visual indicators, and 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.
Workflow CRM Property Restore is a feature that allows admins to safely undo CRM property changes made by a workflow within the last 14 days.
Instead of manually fixing records, you can restore property values that were changed during that period, helping you quickly recover from unintended changes.
Workflow Data Restore is built on HubSpot’s Restore CRM Properties and Records, which automatically captures CRM changes made in the last 14 days. This ensures you can reliably restore CRM property updates done by a Workflow!
Workflows are a powerful automation tool in HubSpot that can update thousands of CRM records in seconds. However, if it's configured in a way that doesn't match the intended outcome, such as incorrect enrollment criteria, logic errors, or accidental edits, it can unintentionally update or delete a large number of CRM records.
Without an easy way to undo those updates, users spend hours manually exporting, filtering, and repairing data to get things back to the way they were.
We’ve improved the experience in the file manager to make organizing your content faster and more intuitive. These include:
Managing large volumes of video content often means juggling multiple files across folders. These updates reduce friction by making selection and movement more predictable, especially when working with many assets at once. You can now confidently organize your workspace without second-guessing where files will land.
When cloning a regular Marketing Email that has a simple workflow configured, you'll now see a new Copy simple workflows checkbox in the clone panel. Enabling this duplicates the email's associated simple workflows automatically, so you don't have to rebuild them from scratch.
Cloning an email used to mean rebuilding any associated simple workflows from scratch on the new email. For marketers who rely on post-send automations like adding contacts to a list after a link click, or setting a property after an open, this added repetitive setup whenever creating variations for different campaigns or audiences. Now, workflows carry over automatically, saving time and reducing the risk of misconfigured automations.
Users can now select 'Create report with AI' from the Reporting page to open Breeze Assistant and generate reports via chat. They will have the ability to open this report in the builder at any point as well.
This change provides a much more powerful AI reporting option available to users in the form of creating a report in the latest Breeze Assistant. This should also be a more usable and consistent experience with the rest of the product and makes it more discoverable to our users as well to provide more simple and easy to use ways to create reports.
Support reps can now snooze tickets in help desk to temporarily hide them from views and come back to them later without losing focus. Whether dealing with a spike in ticket volume, wrapping up their day, or waiting on follow-up from another team, snooze gives teams the flexibility to stay focused and organized.
Prioritization is a core part of a support agent’s role, with reps often juggling multiple tickets of varying urgency levels throughout their day. With snooze, users can temporarily clear lower-priority tickets from their help desk views with a single click, helping to keep their workspace clear and making it easier to identify what needs attention right now.
In the CRB when you create formulas, in addition to the existing way of writing formulas which results in a syntax, you also have 2 other more basic ways to create a formula now:
If their is trouble creating a formula using the syntax or AI approach, you can use this more basic and guided approach for creating some of the formulas you need in reporting
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.
You can now connect TikTok accounts to HubSpot's Social tools to draft, schedule, and publish TikTok videos, monitor and reply to comments and mentions, and analyze TikTok organic social performance.
You can now create additional ticket automation messages for use in ticket-based workflows beyond the Ticket Received and Ticket Closed messages provided by HubSpot. These messages can be sent to any recipient - non-marketing contacts, contacts not subscribed to any marketing list.
This allows alternate versions of ticket received/closed messages, the ability to create specific messages for different branches of your ticket workflows, new messages for other ticket statuses like Waiting On Customer, or messages in different languages.
All included with Service Hub.
A centralized view where you can manage all recurring report and dashboard shares across your account, including filtering and taking bulk actions.
When a user's account is deactivated, their recurring shares break and can be difficult to find and fix. With this centralized view, you can quickly identify and resolve broken shares by updating or removing them—no need to contact support. If you're an admin managing multiple users, you can prevent disruptions to scheduled reports before they happen.
We’ve decoupled permission sets from seats.
Previously, permission sets and seats were tightly linked. This often led to:
This update removes those pain points by:
The result is fewer surprises, less cleanup work, and a more predictable permissions experience.
Users can now share prompts with their entire portal, making it easy for teams to collaborate on and reuse effective prompts across Breeze Assistant.
Teams can standardize workflows and share best practices. Instead of every user recreating the same prompts, one user can create and share a prompt that appears in everyone's prompt library.
Customize the meeting booked confirmation email that is sent to contacts when they book a meeting through your scheduling page.
Instead of sending a generic confirmation email to each contact that books a meeting, you can now customize it to include the best information to send to a contact to help them understand what to expect for that upcoming meeting.
From a contact record, you can send an email directly to the contact containing a link to their Manage Preferences page. This eliminates the need for customers to dig through past marketing emails or use a form flow to access their preferences.
Support, success, or marketing teams can proactively send a preferences link when a contact wants to change subscriptions, opt out, or review what they're signed up for -- without asking them to search their inbox or re-enter their email through a form. This keeps preference management simple, secure, and on demand.
A view in your reports list that shows reports that haven't been viewed in 6 months or more.
If you're managing a growing collection of reports, it's hard to know which ones are still relevant. Unused reports clutter your list and make it harder for you and your team to find the reports you actually need. With this view, you can identify and delete reports that are no longer useful and keep your reports list focused on what you actively use.