Welcome to our HubSpot Product Spotlight for May. 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.
Breeze Assistant can now generate rich, flexible data visualizations — charts and graphs — directly in the conversation. Ask for a chart in natural language and Breeze produces it on the fly: you can specify multiple axes and data series, add annotations and commentary overlaid directly on the chart, and control visual details like colors, legends, and titles — all conversationally, through follow-up messages. Charts can draw on CRM data from your portal and can be blended with external data from Breeze’s web search or a spreadsheet you upload.
Data visualization in Breeze is now a genuinely creative, iterative experience. You’re not locked into a fixed chart format — you can describe exactly what you want, refine it turn by turn, and layer in commentary that gives the chart context right where it lives. For analyses that go beyond standard report types — arbitrary target lines, custom period comparisons, combined CRM and external data — Breeze can produce them inline without leaving the conversation.
Breeze Assistant can now create rich artifacts — documents, email drafts, and custom HTML pages — in a dedicated canvas panel that opens alongside the chat. When Breeze generates an artifact, the canvas opens automatically and stays open as a persistent workspace for viewing and refining the output.
Today, complex outputs like a pipeline report or email draft are buried in the chat thread — each refinement pushes the previous version off-screen. Canvas mode gives users a fixed surface to build and iterate on deliverables through conversation, without losing context between turns.
When Breeze Assistant needs a key piece of information before it can give a useful answer — like how your team defines "stalled" or which output format you want — it now pauses and surfaces a focused question card directly in the chat. You pick from predefined options or type your own answer, and Breeze Assitant continues immediately.
Without this, Breeze could silently guess at business definitions (producing confidently wrong output) or ask multiple clarifying questions as a wall of text before attempting anything — both rated poorly in usability research. A single, interactive question card gets the needed context in one click and keeps the conversation moving.
useCrmSearch is a new React hook for UI extensions that lets you run CRM search directly from app cards and app pages. You can now use free-text queries and structured filter groups to run CRM searches across any object type (contacts, companies, deals, tickets, and custom objects) with pagination and property formatting built in Until now, UI extensions could only fetch data from a known record (useCrmProperties) or its associated records (useAssociations), both scoped to the current record context. By bringing flexible search and filtering to UI extensions, useCrmSearch opens up app experiences that previously required workarounds. Now you can:
With the HubSpot connector for ChatGPT, you can now access HubSpot marketing campaign data and team context directly from ChatGPT. Analyze marketing performance, spot trends, and plan next steps without leaving your AI workflow.
This update includes access to more context including:
Marketing and Content:
Teams & Users:
If you're already using ChatGPT for planning, analysis, or content ideation, you can now ask ChatGPT questions about your HubSpot marketing data and organizational context in plain language, and get answers instantly.
With the HubSpot connector for ChatGPT, your marketing campaigns, performance metrics, and published content are accessible right where you're already doing your thinking. Spend less time pulling data and more time acting on it.
The prospecting agent daily digest now includes company recommendations. When the agent identifies a buying signal for a company you're tracking, it surfaces that company along with suggested contacts in your digest email.
Context Home is the new centralized place for context replacing the former AI Data Sources under AI Settings. Customers can now view & manage all the context HubSpot has on their business in one location.
Context Home makes it easier for customers to understand, update, and maintain the context that powers HubSpot AI so teams can stay aligned and take action with confidence.
Users can now analyze, create, and edit products directly through Breeze Assistant in the sidebar. Instead of manually digging through records to understand how a product drives or impacts revenue, users can ask Breeze to do it for them conversationally, including for more complex pricing mechanisms such as tiered pricing.
Products are at the heart of every deal and quote, but building them correctly, understanding how they are configured, and how making changes will impact a deal or quote can be time-consuming, especially for newer reps or complex product catalogs. This feature removes that friction by letting users analyze, create, and modify products through natural conversation with Breeze. Reps spend less time on manual data entry and more time selling, while also gaining confidence that their line items are accurate because Breeze can explain exactly what each item represents, how pricing was calculated, and why it's included on the deal.
Lead syncing is a data sync from an ad network into HubSpot. When a person fills out a lead generation form on TikTok (called a TikTok Instant Form), HubSpot automatically creates or updates a contact in your CRM with the information they submitted.
Read more in the TikTok Ads App Marketplace listing: https://ecosystem.hubspot.com/marketplace/listing/tiktok-ads
TikTok lead generation ads let users fill out a form directly within TikTok without ever visiting your website. Without lead syncing, these leads stay trapped in TikTok's platform & your team would need to manually export and import them, causing delays and lost opportunities.
Speed-to-lead is critical: the faster you follow up with a lead, the higher the conversion rate. By automatically syncing TikTok leads into HubSpot in real-time, your team can immediately engage with them through workflows, sequences, and sales follow-ups.
You can now create ad conversion events for TikTok to send conversion data from your HubSpot CRM back to TikTok via the TikTok Events API.
Once set up, HubSpot will automatically send conversion signals to TikTok when key events occur in your CRM — such as a contact's lifecycle stage changing or a form being submitted. TikTok's algorithm then uses this data to find more people like your best-converting leads, improving ad targeting and campaign performance over time.
Read more in the TikTok Ads App Marketplace listing: https://ecosystem.hubspot.com/marketplace/listing/tiktok-ads
TikTok's ad algorithm needs conversion data to optimize campaign delivery. Without it, TikTok can only optimize on surface-level engagement metrics like clicks and views, rather than actual business outcomes like leads becoming customers.
By sending conversion data back to TikTok, you're telling TikTok's AI: "This person became a high-quality lead — go find more people exactly like them." This creates a reinforcing loop: better conversion data leads to better ad targeting, which leads to more effective campaigns and higher ROI.
Breeze Assistant can now create email drafts that can be opened in a dedicated canvas panel alongside the chat. Once opened, the canvas becomes a persistent workspace where users can review, refine, copy, or send the email directly from Breeze.
Today, email drafts generated by Breeze Assistant are embedded directly in the chat thread, making longer editing and refinement workflows harder to manage. As users iterate on an email, previous versions move out of view and it becomes more difficult to review and refine the draft across multiple turns.
Breeze Canvas gives users a dedicated workspace to review and refine email drafts through conversation or direct editing before sending, making iterative editing easier without losing context between turns.
The Slack app for HubSpot now lets you control what information appears when HubSpot links are shared in Slack. You can also edit CRM properties directly from the preview without leaving the conversation.
Teams frequently share HubSpot links in Slack to collaborate quickly. Until now, until now, those link previews were static and showed a fixed set of properties.
Now, you can tailor link previews (unfurls) to show only the properties that matter to your team, keeping conversations focused and data appropriate for the audience.
Previously, object tags applied across an entire pipeline regardless of stage. Now you can target tags to specific stages, keeping your board and table views cleaner and ensuring tags are only visible where they're relevant.
You can now add the same blog post to more than one campaign at the same time.
This is in addition to the already supported Marketing email and landing pages.
Previously, each asset could belong to only one campaign at a time. To reuse an asset, you'd have to clone it - leading to complex version control and management. Now, a single shared asset can contribute attributed revenue and influenced contacts across every campaign it’s part of.
This change:
You can now add the same SMS message to more than one campaign at the same time.
Previously, each asset could belong to only one campaign at a time. To reuse an asset, you'd have to clone it - leading to complex version control and management. Now, a single shared asset can contribute attributed revenue and influenced contacts across every campaign it’s part of.
This change:
You can now search for Listings directly from HubSpot's global search bar — right alongside contacts, companies, deals, and more.
In HubSpot, Listings are a CRM object used to store property records — units to be bought, sold, or rented — managed by real estate teams alongside Contacts, Companies, and Deals. Making Listings searchable means you can quickly find and reference property information across your connected tools — all within HubSpot.
Buyers can now store multiple payment methods. Previously, a contact could only store one payment method.
You can now select from multiple payment methods per contact to charge in the Invoices and Subscriptions editors.
Buyers often need to use different payment methods, such as a credit card for lower-dollar transactions and ACH for higher-dollar transactions. Previously, only one payment method per contact could be stored, causing workflow friction and payment errors.
Supporting multiple payment methods enables you to use the appropriate payment method for each transaction, reducing errors and improving operational flexibility.
You can now use a workflow action to automatically update a contact's participation state to Registered, Attended, or Cancelled for manually created marketing events in HubSpot.
Previously, you could only use workflows to mark contacts as Registered for a marketing event. If you wanted to track attendance or cancellations, you had to update participation states manually or build external workarounds.
Now you can automate the entire participation journey—from registration through attendance or cancellation. You can keep your event data accurate and up to date without manual effort, whether you're confirming attendance after an event or tracking cancellations.
Breeze Assistant can now write, test, and iterate on custom code workflow actions for you. Describe what you want the action to do in plain language, and Breeze generates the full code with inputs, logic, and outputs, ready for you to review, edit, and save. Previously, Breeze Assistant was limited to assembling workflow actions from HubSpot's existing standard actions or available third-party app actions.
Custom code actions are the most flexible piece of HubSpot automation, but have also required knowing JavaScript/Python, the custom code action structure, and being comfortable working with the runtime and any libraries you wanted to use. Now, custom code actions can be spun up by describing what you want.
Custom objects now have stage calculated properties that automatically track how records move through pipeline stages.
Six new properties are now available for custom objects:
With this update, you can now:
Customer success teams can now plan, execute, and track onboarding and success projects with structured tasks, milestones, and reporting in HubSpot.
Customer success teams struggle with fragmented, inconsistent onboarding and success workflows spread across multiple tools and objects.
This project enables teams to manage onboarding and success plans in a single location, giving clear visibility into status, risks, and progress across all customers, and supporting scalable, repeatable processes.
You can now embed SurveyMonkey surveys into HubSpot marketing emails and automatically match responses to the right contact record — no extra email field required.
Previously, attributing SurveyMonkey responses to HubSpot contacts meant asking respondents for their email address on every survey — adding friction, creating room for error, and cluttering your forms. Now, a custom variable on your survey URL identifies the contact automatically, so responses are attributed to the right record without any extra effort on your end or your respondents'.
Mobile list views in the HubSpot app now display the same properties you've configured in the corresponding desktop table view, up to 20 properties, starting from the left.
An easier way to define lead qualification criteria in Customer Agent using HubSpot's native CRM filter UI — the same filter experience used across the rest of the platform. Instead of typing free-text criteria, admins can now select CRM properties, operators, and values with structured inputs.
The previous criteria setup was text-based, which made it easy to configure incorrectly. CRM Filters bring structure and precision to qualification criteria — so the agent qualifies leads based on exact CRM property matches. This directly improves qualification accuracy and reliability.
Breeze Assistant now answers questions about your campaign's goals, performance metrics, assets, and budget directly within Breeze.
You can now send a reminder notification to approvers directly from the Approvals panel using the bell icon — no need to chase them down in a separate channel.
One-Click Approval Reminder helps teams unblock work when approvals get stuck. Instead of tracking down approvers in separate channels, requesters can nudge them directly from the Approvals panel, keeping reviews moving and reducing delays to publishing or sending.
We’re introducing an updated Customer Portal experience with a refreshed design and several usability improvements.
As part of this update, the portal is now powered by HubSpot’s CMS, which lays the foundation for improved theming and branding flexibility over time.
In this release, you’ll also see enhancements like improved search, sorting and filtering, and full conversation visibility—making it easier for customers to find and manage their information.
This update improves the Customer Portal experience today with a more modern, usable interface and foundational enhancements.
By moving the portal onto HubSpot’s CMS, we’re also establishing a more scalable foundation that will support greater customization and branding flexibility over time.
This shift lays the groundwork for future self-service experiences across HubSpot, expanding beyond ticket management to support additional customer use cases in a more unified way.
You can now create custom refund reasons giving you valuable data to understand what is causing refunds.
The ability to assign custom reasons to refunds helps reduce revenue loss by allowing you to identify and address the root causes of refunds.
Visitors can now attach PDF files directly within a Customer Agent conversation.
Customers often need to share a document to get the right help, a warranty, a contract, or a form. Without attachment support, they had to switch to email or describe the document in text, which created friction and led to context loss. PDF attachments let the conversation stay in one place, with full context available from the start.
Custom names that admins set for default CRM objects on desktop now appear everywhere in the HubSpot mobile app: in navigation, record headers, associations, and related property labels.
Many teams rename their CRM objects to match how their business actually talks — for example, "Opportunities" instead of Deals, "Students" instead of Contacts. Until now, those custom names only applied on desktop. Reps opening the mobile app would see HubSpot's default labels, forcing them to mentally translate between two vocabularies every time they switched devices.
With this update, admins rename objects once and reps see the same language everywhere they work, ensuring business continuity and encouraging adoption.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
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.
Admins can now set a default view for their teams for specific segments or across all segments globally.
Today, segment column selections are user-specific, which creates inconsistent views across teams and friction when sharing segments. With admin-defined default views, teams can standardize how segments are displayed so everyone sees the most relevant columns and properties by default, improving collaboration, consistency, and efficiency.
The properties that display in search results have historically been uniform across all users and portals. The customizable search results display will enable you to individually edit the properties that appear on results for contacts, companies, deals, tickets, and custom objects, making it easier to identify the right record in search and gather information quickly.
The “Run Agent” Workflow Action is a powerful way to orchestrate your AI agents directly within the Workflows app, alongside your CRM data and automation logic.
This new workflow actions lets you trigger an agent directly within a HubSpot workflow. You can:
Until now, automating an agent was only possible through triggers in Breeze Studio - powerful, but somewhat limited in flexibility. The new workflow action takes agent automation to the next level by bringing it seamlessly into the Workflows app.
Now you can:
A unified table and graph view for managing your entire data model — objects, properties, associations, and conditional logic — from one, easy to use place.
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 you create a new sandbox, playbooks from your production portal are automatically copied over, including their content and recommendation settings.
You can now test and confirm playbook configurations in a sandbox before using them in production. This helps you catch issues early and ensures your sandbox environment accurately reflects your production setup, reducing the risk of surprises during live customer interactions.
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.
Commerce Hub customers using HubSpot payments or Stripe payment processing in the US and UK can now access financing directly within HubSpot based on their payment history, providing fast and easy access to working capital.
Small and medium businesses often struggle with cash flow gaps due to revenue volatility and delayed receivables, making it difficult to pay bills and expenses on time.
With HubSpot Capital (powered by Stripe), payments customers now have access to apply for capital financing directly in HubSpot to bridge these gaps and invest in growth. Unlike traditional bank loans that are time-consuming to apply for and receive, customers are automatically pre-qualified based on their transaction history and can receive funding in 1-2 business days if they’re approved.
You can now control which pipelines and pipeline stages generate stage calculated properties (SCPs). By default, SCPs are disabled for new custom pipelines and stages but can be enabled anytime. A new usage tracker lets you monitor your SCP count against the 4,500 property limit per object type.
As part of this release, we've also updated the pipelines experience in Global Settings, making it easier to manage all of your pipelines and their configurations in one place.
Previously, SCPs were automatically created for every pipeline and stage, which could add hundreds or thousands of properties to your account whether you needed them or not. Now you can enable SCPs only for the pipelines and stages you actually use in records, views, workflows, or reports. This reduces property clutter throughout your account, making it easier to find the properties you need. The new SCP usage tracker helps you monitor how many SCPs you're using and how close you are to the 4,500 limit per object type, so you can manage your properties more effectively.
Three new recommendation categories are now available in the AEO tool: Social, Video, and Outreach. Each one turns your citation and visibility data into specific actions you can take to improve how often your brand appears in AI-generated answers.
Why does it matter?
Knowing your brand's visibility score is only half the picture. These new categories help close the gap by turning citation and visibility trends into concrete next steps across three of the channels that influence AI responses most:
Instead of guessing where to invest, your team gets a prioritized list of actions tied to where your brand is not being mentioned today.
You can now customize your live chat bot’s welcome message using CRM data!
Instead of waiting until later in the conversation, you can insert personalization tokens like first name, company name, or recent activity directly into the initial greeting.
When a visitor is recognized (via tracking cookies), the personalization token automatically renders with their information. If they aren’t recognized, your configured default values kick in so the greeting still feels natural and complete.
This means you can greet people with messages like: “Hi , got any questions?”
First impressions shape the entire conversation. A generic “Hi there” doesn’t reflect what you already know, but a personalized welcome instantly makes the experience feel relevant and intentional.
With this update, you can:
You can now choose “Use assignment workflow” as a routing option in Help Desk, allowing incoming tickets to be routed directly into a workflow that manages assignment logic.
This gives you a more flexible way to handle complex routing scenarios by using workflows as the central place for assignment decisions.
Many teams already rely on workflows to manage routing because their needs go beyond simple assignment rules.
Things like:
Until now, this often required workarounds like:
With Use assignment workflow, you can:
HubSpot now show suggested questions at the right moment: when a visitor has demonstrated clear intent to start a conversation. The experience is cleaner, and the prompts are more useful in context.
When a visitor opens the Live Chat widget for the first time, Customer Agent displays a suggested question directly inside the chat. The suggestion appears below the agent’s greeting, giving the visitor an easy way to get started.
Suggested questions are no longer shown on hover or as an overlay on the page before the chat is opened.
A new folder tree view in the file manager that displays all files and folders in a clear, hierarchical structure. It lets you expand and collapse folders, see nested content at a glance, and move assets between folders via drag and drop or marquee select with familiar interactions.
HubSpot also consolidated the previous upload/folder create options that used to be in the upper right of the File manager into a single Create or upload button on the left above the file tree.
Managing large libraries of files can quickly become difficult when folder structures are deep or scattered. The folder tree gives you a single, organized view of your entire file system, making it easier to find, group, and maintain assets without losing context.
For HubSpot admins or users working with high volumes of files, this means less time spent searching and reorganizing, and more time focused on creating and publishing content. The improved structure also reduces errors when moving or nesting files across campaigns and projects.
HubSpot have redesigned the help desk board to bring it in line with the CRM board experience you already know. The updated board features a refreshed look and capabilities — including real-time updates and customizable board cards — consistent with how boards work across HubSpot, but built for the speed of reactive support.
Your support team moves fast, and your tools should too. This update means fewer surprises when switching between boards, a more polished and intuitive experience, and access to features that were previously only available on CRM boards. Whether you're triaging and prioritizing tickets or monitoring your pipelines, the help desk board now feels familiar and works more powerfully.