Welcome to our HubSpot Product Spotlight for October. 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.
We added timestamps to messages in the Customer Portal, giving clients full visibility into the exact time messages were sent or received.
This is an increasingly common request from customers who rely on the portal to collaborate on tickets and need accurate timing for every message exchange. Until now, the portal only displayed message dates, which wasn’t detailed enough for teams tracking response speed or conversation timing.
For clients using the customer portal for ticket visibility or progress, timing matters. Customers have shared feedback on wanting to see exactly when a message was sent or received. This helps with providing conversation context when multiple messages are exchanged within a single day.
Adding timestamps improves transparency and collaboration between customers and their clients in the portal. This update provides a real-time reflection of conversations.
Task queues is a feature that adds a "Start All Tasks" button when more than two tasks are listed in the the CS workspace, allowing users to work through them sequentially rather returning to the workspace every time a task is completed.
This helps user make their workflow more continuous between tasks.
You can now customise the columns that appear in your help desk search results table. Choose which properties to display, rearrange column order, and save a layout that's tailored to your support team.
Automation Overview now includes powerful new features to help you take action and learn faster. You’ll see your recently created workflows, AI-powered automation recommendations tailored to your portal, an improved Issues card, and HubSpot Academy automation resources—all in one place.
This update helps you get more value out of automation, faster. By surfacing your recent workflows, personalized recommendations, and learning resources in one place, it’s easier to spot what needs attention, take quick action, and continuously improve how you automate.
Introducing a newly redesigned global advanced settings page where admins can now control the recording, transcription, and sync features of the Google Meet app across their organization.
With flexible filtering options, admins can now apply settings across the entire organization or tailor them for specific users or teams. This update gives admins more control to decide how meeting data is captured and integrated within HubSpot, unlocking clearer insights and better team collaboration.
The redesigned global advanced settings page provides admins with more control over how meeting data is captured, synced, and shared across HubSpot. This drives stronger governance across an organization and prevents data silos from being created. Now, admins can ensure that their teams are recording, transcribing, and syncing meetings more efficiently with less manual effort.
Data studio now has a form for users to submit requests for new integrations and connection methods.
The new form allows users to quickly communicate their needs to HubSpot, helping us prioritize new integrations and engage early adopters more easily.
Now available on both Android and iOS, Speech-to-Text (STT) lets you dictate your messages directly into Breeze Assistant. Whether you're on a walk, in transit, or just prefer speaking over typing, you can now interact with Breeze using just your voice.
This feature turns your spoken input into text in real-time—so you can get answers, create notes, or kick off workflows without lifting a finger.
Using STT is simple:
It’s perfect for when you're on the move and need fast, hands-free interaction.
Introducing Brand Voice and Identity Customization for Brands (aka Business Units): You can now define a unique brand voice, identity, and kit for each brand (formerly known as business units) in your portal. This update allows you to tailor how content is created across HubSpot's AI tools to better reflect the personality, tone, and values of each individual brand.
For every brand, you can customize details like:
These settings help generate content that feels consistent, authentic, and aligned with each brand’s voice—whether you're managing one brand or many.
HubSpot will automatically pull brand identity details by crawling the domain associated with each brand in your portal, as well as pull data from your CRM.
HubSpot have redesigned the metrics panel in Workflows with a more intuitive filtering experience. Instead of choosing workflow versions and separate date ranges, you can now:
Previously:
Before, users found it difficult to interpret metric counts because of the version-based filters and the need to choose granular dates within a version. This often led to confusion and inaccurate expectations.
With this update:
We're introducing AI-recommended short answers for knowledge gaps. When your agent can't answer a customer question, you can now see a quick preview of what the response should be right from the Overview page or the Knowledge Gaps report.
Topics with AI-recommended answers are marked with a Breeze AI badge, and you can click "View short answer" to instantly see the suggested response without needing to dig into full conversation transcripts.
Fixing knowledge gaps is critical to improving your Customer Agent's performance, but reviewing individual conversations to understand what's missing is time-consuming. With AI-recommended short answers, you can see exactly what your agent should have said in seconds without the manual work of reading through entire conversations.
When you access a standard sandbox account, you'll now see a golden-tone navigation banner at the top of the main navigation that indicates your sandbox type. This helps you clearly distinguish between your sandbox and production environments.
Knowing which environment you're working in is crucial for safely testing changes without affecting your live data. Previously, the light yellow alert banner used the same styling as other system alerts, making it harder to quickly recognize when you were in a sandbox. This updated golden-tone banner provides immediate visual confirmation of your environment, reducing the risk of accidentally making changes in the wrong account.
HubSpot have introduced an Away Timer, a new enhancement to the availability status selector in the Help Desk Workspace. Service seated users can now set themselves to “Away” for a specific time duration, after which they’ll automatically be returned to “Available” status. This reduces the risk of being left unavailable unintentionally and gives user greater control during short breaks.
Support teams often operate in fast-paced environments where brief pauses—scheduled or ad hoc—are necessary. However, it’s easy to forget to manually return to “Available” after a short step away. The new Away Timer ensures service seated users can confidently take a time-based break.
HubSpot have added the ability to import files directly from your Google Drive into HubSpot’s File Manager. With this update, you can connect your Google account, grant HubSpot access, and import your Google Drive files in just a few clicks.
Teams everywhere depend on Google Drive to store and share their most important files. Whether it’s sales decks, marketing assets, or customer documents, these files often need to be used in HubSpot. Until now, moving them required extra steps — downloading from Drive and re-uploading into HubSpot. This new integration eliminates that friction. By connecting Google Drive directly to File Manager, anyone can quickly access and manage the files they need without leaving HubSpot, making everyday work smoother and more efficient.
Sometimes users can unintentionally change the subscription (opt) status of thousands—or even millions—of contacts without realizing the scale of their action. These accidental bulk updates can disrupt marketing operations, create compliance risks, and require manual reversions. This update helps prevent mistakes by making the scope of your bulk update unmistakably clear before it’s submitted.
The Partner App Churn Analysis tool is a new feature available within the HubSpot Developer MCP Server (Public Beta), helping you predict potential churn, analyze usage patterns, and gain deeper insights into how your app is being used across your customer base.
You need simple and accessible ways to understand how your app is performing. This includes identifying usage trends, measuring the impact of recent updates, and seeing how adoption varies across different segments of your user base. The Partner App Churn Analysis tool gives you the data and insights to make informed decisions that improve engagement and retention.
The create workflow process now starts directly in the builder, with the ability to browse all available triggers upfront. Watch this 5 minute demo video to learn more.
In the past, when creating a workflow, the only available first step was to choose an object type. For newer users who haven't yet learned HubSpot terminology, the choice is overwhelming and confusing. For all, this means committing to a specific object, before even knowing if the trigger you need will be available there. If it isn't, you might assume the feature doesn't exist and miss out on an automation opportunity. Or, you'll need to go through the trouble of abandoning that workflow and starting a new one, repeating the process until you find what you need.
With this change, after choosing "Create workflow," you'll go directly into the workflow builder, where you can browse all available workflow triggers. When a trigger is selected, the object type will be set automatically, when possible, to save you clicks. You can easily switch between different trigger options while in this flow. This update makes it easier for you to find the best trigger for your use case. It also removes decision points that make it hard to start.
Build smarter, faster segments with a reimagined segment builder designed for clarity, control, and flexibility.
Our new builder brings three key updates:
For the first time, you can build complex, precise segments in a flexible builder designed to match the way you think.
No more narrow editors, repeated filter groups, or endless scrolling and clicking to find the right property.
With the new segment builder, everything is designed to make segmentation easier and more powerful. The editor expands to show you all the filters you're creating, then collapses to help you focus on the data that is returned.
The new data panel organizes properties and events in a more structured, intuitive way—so you spend less time hunting and more time building.
And with flexible logic that lets you mix ANDs and ORs both within and across groups, you can express exactly the conditions you need, without limitations.
Instead of working around the tool, the builder now works with you—helping you move faster, build smarter, and create segments that truly reflect the complexity of your business.
User-level ticket permissions gives you more control over ticket visibility in the customer portal. Previously, you could only set ticket visibility for contacts to view all organization tickets or their own tickets. Now, you can assign access at the individual user level, so managers, admins, or designated users can see all tickets, while others only see their own.
Not every user needs the same level of ticket visibility. With this update, you can:
Fallback values for personalization tokens in email templates ensure your messages remain professional when contact, company, or deal information is missing.
You can now avoid common issues caused by missing token values:
By applying fallback values to personalization tokens, you'll reduce errors and save time on manual fixes.
A new side panel that allows you to add saved reports and templates directly to your dashboard without leaving the dashboard interface.
Currently, adding reports to your dashboard requires navigating away from the dashboard creation process, disrupting your workflow. This new side panel keeps you in context by providing access to all your saved reports and templates in one centralized location, making dashboard creation faster and more efficient.
You now have the power to set a consistent forecast submission cadence for your team and send automated reminders to ensure timely submissions.
Managers have long struggled to implement consistent forecasting processes. Without built-in structure or reminders, getting reps to submit forecasts reliably often means manually tracking them down, leading to low participation and incomplete data. This not only wastes valuable time but undermines accuracy and trust in your forecasts. Before today, submission status indicators offered some visibility into the recency of submissions, but lacked due dates, flexibility, and reminders.
With this new feature, you can:
By driving better rep participation, you’re improving both your team’s forecasting hygiene and your visibility into pipeline health so that you can proactively spot and mitigate risks.
Now, when Breeze Assistant responds to your query with a report chart, you can see that chart in the Breeze Mobile app, where previously it would not load.
Breeze Assistant allows users to ask natural-language questions about their CRM data. It can determine that a report visualisation, such as bar charts, line charts, or tables, is the best way to show the answer to the user's question. This is particularly useful when the question refers to aggregate CRM data – information about not just a handful of records, but hundreds or thousands.
For apps with workflow actions, you can now see exactly how your workflow actions are performing and being used, directly from an app's settings page in Connected Apps.
The new workflow action insights reveal:
This update brings a clearer, more actionable view of how well your connected apps are actively powering automation, and reveals where app workflow action opportunities are being missed.
There's less guessing and more information available for you to transform your connected apps into a powerful automation engine.
You can now access all object library functionality directly within the data model builder. In the data model builder, you can view an object's properties and associations regardless of whether the object is currently active, activate or deactivate objects, activate additional associations, and rename objects along with any properties that include that object's name.
Managing your data model in a single, centralized location saves you time and reduces the complexity of configuring your CRM. Previously, you needed to navigate to different areas to perform these tasks. Now, the data model builder serves as your single workspace to visualize, configure, and edit your entire data structure. This consolidation simplifies your workflow and makes it easier to understand how your objects and associations work together.
We’ve improved how Customer Agent is deployed across channels and enhanced the handoff experience when the agent can’t answer a question. These updates make it easier to set up the agent and provide a smoother transition to human reps when needed.
These changes give you more control and flexibility over how Customer Agent shows up in your customer experience. With faster setup and better human handoff options, it’s now easier than ever to activate the agent with confidence and ensure customers get the help they need, even when the agent doesn’t have the answer.
You can now automatically remove extra whitespace and apply consistent casing (like uppercase, lowercase, or title case) to your text properties.
Clean, reliable, and organized CRM data enables more accurate reporting, automation, and personalization. Desired formatting ensures consistency with your unified data by automatically applying consistent rules to text properties.
For example, you can now ensure that:
You can now bulk create goal targets for users and teams by uploading a CSV in the Goals tool. Previously, targets had to be entered manually.
Goal tracking is critical for holding teams and reps accountable, but setting up goals in HubSpot can be a cumbersome process. For larger organizations and teams that don't have the same targets every month or quarter, setting up a goal in HubSpot might mean entering dozens or even hundreds of individual targets.
Drafting goals in a spreadsheet is a common practice, so this change enables customers to simply build on existing processes and set targets for many teams and users in seconds.
When you land in the Ads tool for the first time, you’ll now see an AI-powered guide that asks you a few quick questions about your business and advertising goals.
Based on your answers, it instantly recommends the best ad network (Google, Facebook, or LinkedIn) and ad type to start with — plus a simple beginner strategy.
If you’ve never run ads before, deciding where to start can be overwhelming.
This guide takes the guesswork out by giving you a personalized ad plan in under a minute. You’ll feel confident in your first steps, get ads running faster, and start generating leads sooner.
Admin-configured email logging rules now apply consistently across all email channels. Previously, these rules only applied to emails sent from contact record pages, but now they extend to emails sent through the HubSpot Sales Chrome extension, sales extension for Outlook, BCC and forwarding addresses, and sequences.
This update applies the email logging rules to emails that are logged to a record from HubSpot Sales Chrome extension or Sales Extension, logged by using the BCC/forwarding emails, and sent automatically by sequences.
You now get predictable email logging behavior regardless of how you send emails. This consistency eliminates confusion when emails appear on unexpected records or seem to "disappear" from where you expected them. With unified logging rules, you'll spend less time manually organizing emails and more time focusing on your prospects and customers.
A new "Filters" tab in the segment details panel allows you to preview read-only segment filters without needing to click into the segment.
We’ve enhanced the search experience in help desk to help agents find the right tickets faster and with greater confidence. Updates include smarter relevancy ranking, fewer partial matches, and a more precise exact match experience.
Searching for the right ticket shouldn’t slow you down. With these improvements, agents can now:
After hearing your feedback, we've redesigned the Automation Overview page. This refreshed page is simpler, cleaner, and easier to navigate!
The new design helps you quickly see what’s most important including recommended next steps, performance insights, and apps to connect, all without feeling cluttered or overwhelming.
Add numbers to blocked numbers list for outbound calls.
The blocked number feature now offers comprehensive call blocking. Previously, it only blocked inbound calls. With this update, users can block both inbound and outbound calls, providing full control over unwanted contact. This functionality also serves as a valuable tool for audit compliance, allowing you to validate the ability to opt-out unwanted numbers from calls.
You can now edit settings for reports built using the custom report builder, giving you the same flexibility as reports built with the single object report builder.
This empowers you to quickly customize existing reports without starting from scratch. If you see a report that's close to what you need but requires adjustments, you can now modify chart types, properties, and dimensions directly rather than rebuilding the entire report in the custom builder.
Deal Insights now pull from your conversations. HubSpot’s Deal Risks and Buyer Goals include call transcripts as a data source—on top of emails and notes. This means AI-generated risks and buyer goals reflect the full scope of buyer-seller conversations, including what’s said live during phone and video calls.
Every conversation holds valuable signals about deal health. Until now, Deal Risks and Buyer Goals didn’t include phone or video call content—despite that data being among the richest sources of buyer signals.
With transcript analysis now live, you can:
Tip: To get the most value, add the Deal Insights CRM card to your deals. This surfaces risks and buyer goals right where you work. Learn how to add the Deal Insights card →
Every conversation is packed with signals about deal health. But until now, Deal Risks and Buyer Goals didn’t capture them from calls—missing some of the richest buyer context.
With transcript analysis now live:
Leads now function as a standard CRM object with the same index page capabilities as contacts and companies, including standard tables, saved views, and board views.
When we initially launched leads, it was only available through the sales workspace and wasn't a full standard object. We later added leads to the Smart CRM navigation to give admins the ability to manage leads without accessing personalized sales workspaces, but it still lacked the full functionality you'd expect from a standard CRM object. This created an inconsistent experience—leads behaved differently than other objects like contacts or companies, and lacked features such as standard saved views and board views.
You can now generate pop-up CTAs using AI. Just write a short prompt describing what you need, and HubSpot will take care of the rest.
Creating CTAs no longer needs to be time-consuming. With AI, you can describe the pop-up CTA you want to add to your website, and HubSpot will generate a version tailored to your needs.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
A newly organized data panel, that makes it easier to find and use all the data from your CRM and workflows.
Adding data variables to your workflow actions is essential for crafting tailored automated experiences. But, with so much property and workflow run data available, locating exactly what you need can be time consuming. Also, the previous grouping by dropdown menus made popular options, like associated record data, hard to find. This made it seem like a lot of your CRM data simply wasn't available, limiting your customization options.
In the newly organized data panel, your range of options are clearly presented up front, helping you discover all that's available. The new data organization helps you navigate to different types of variables while reducing clutter and overload. We've also dramatically improved the search experience. Instead of manually navigating through individual categories, you can quickly find any data variable from all your sources with one powerful, unified search.
You'll notice a similar update for actions that act on associated records, for example when using a Set Marketing Contact Status action in a deal workflow. New defaults are automatically chosen for you for the most common uses, while the process to choose custom logic for selecting related records is easier and faster.
These updates makes it easier than ever to build precise, personalized workflows that drive real results.
You can now create reusable product bundles directly from the Product Library. This enables you to group commonly sold items like implementation services and licenses into a single, repeatable configuration. Bundles are inserted into the line item editor with one click and behave like standard line items after insertion.
Quoting is time-consuming and error-prone when reps manually add the same items over and over. Bundles eliminate that repetitive work by letting you define once, reuse everywhere. This reduces quote creation time, avoids mistakes (like forgetting installation or shipping), and gives RevOps more control over pricing consistency.
We're surfacing a new set of forms reports directly in the forms Analyze tab. These reports give you more flexibility than ever before, generate AI-powered insights and recommendations, and can be saved to your own custom dashboards. You'll also be able to edit and save reports on the Analyze tab, or even replace the Analyze tab with a custom dashboard tailored to your needs.
It's important to have all of your reports in one place, giving you the ability to monitor performance without leaving the app. AI-powered insights help you recognize trends instantly and helps you quickly answer common performance questions without building custom reports from scratch. You can add forms reports to your marketing dashboards to fully understand what's working and what's not.
File extension filtering lets you quickly filter your files using common extensions such as PNG, JPG, and PDFs.
Finding the right file at the right time is crucial to your workflow. With file extension filtering, you’ll spend less time searching and more time using your files.
You can now add a middle panel card to Contact and Company records to easily visualize custom and app event occurrences over a selected timeframe.
Previously, understanding how a Contact or Company interacted with your product or content often required using multiple tools or manual work. Now you can easily see custom event or app event visuals with a middle panel card on Contact and Company records. The new visuals help your team spot trends quickly, contextualize customer behavior, and take more-informed next actions.
We’ve added a new metric to HelpDesk Insights — Time to First Human Assign. This metric measures how long it takes for a ticket to be assigned to a human support rep for the first time.
This property captures the time between when a ticket is created and when it first lands with a human, excluding any AI or automated assignments. Once calculated, this value is written once and never updated, preserving the true “first assignment” moment.
In today’s support landscape, Customer Agent often handles the first layer of customer interaction — answering common questions, routing requests, or suggesting solutions. But when the Customer Agent can’t resolve an issue, customers expect a quick, seamless handoff to a human rep who can.
This metric helps teams measure and improve that handoff moment by tracking the overall time it takes for a customer to be connected to a human when AI can't help your customer:
Company records now display form submissions from all associated contacts on the activity timeline.
When evaluating a company's engagement, you need visibility into all the touchpoints across the organization. Instead of checking individual contact records, you can now view all form submissions from associated contacts in one place, saving time and giving you a complete picture of company-level interest.
Breeze Assistant now appears directly on record pages with smart summaries and contextual question suggestions. You can ask Breeze Assistant questions about your records, save prompts that run automatically, and add Assistant responses as new cards to your page for quick reference.
Instead of reviewing multiple tabs and properties to understand a record, you can now ask Breeze Assistant to analyze your data and surface insights immediately. Saved prompts mean you get the same intelligence on every record automatically, making it faster to spot opportunities, understand deal status, or identify next steps.
HubSpot are excited to announce the launch of Buying Groups, HubSpot’s new native version of OrgChartHub, which joined the HubSpot family in June.
Buying Groups bring powerful context right into HubSpot, making it easier than ever for your team to understand and influence every decision-maker involved in a sale.
The Buying Group functionality allows Sales teams to get a clear visual of the key stakeholders they are prospecting and selling to.
Buying Group
When you’re selling to big businesses, you’re not just selling to one person, you’re selling to a big, complex buying group.
That’s why top HubSpot customers map out the buying group and each buyer’s role from prospecting to through to close. It helps them:
Projects now include a default Tasks card that displays all tasks associated with the project.
Tasks drive project completion, but it hasn't been easy to view all tasks for a specific project in one place. The new Tasks card gives you a consolidated view where you can quickly review and manage all project tasks.
The Project API is now available in support of HubSpot's new project object which launched publicly last month. With this new API, customers and partners can programmatically create, read, update, and associate projects to related records.
The Projects API allows users to create and manage project records, as well as sync project data between HubSpot and other systems. Users can create new projects, retrieve existing ones, update project details, and delete projects as needed.
This new API gives partners, customers, and internal teams the flexibility to:
Introducing Multi-Account Workflows, a powerful update to Workflows that enables you to automatically create and edit CRM contact records and their properties across your connected HubSpot accounts. You will now be able to build workflows in one account that seamlessly create or update contact records in your other connected HubSpot accounts.
Multi-Account Workflows enables customers with complex organizational needs that benefit from separate HubSpot accounts to maintain the separation that they need while automating data orchestration between the connected accounts. The two most common use cases are routing form submissions from one brand or region to other brands or regions and the other running cross-sell campaigns across brands after a purchase.
Users enrolling contacts in sequences via workflow could not control which connected email address messages were sent from, often resulting in confusion or messages being sent from unintended addresses. This change ensures greater consistency and control, reducing errors and improving communication reliability for users managing automated outreach.
You can now customize when contacts are automatically unenrolled from sequences by turning off the default reply and meeting triggers.
Previously, sequences automatically ended when contacts replied to any email or booked a meeting - even if you wanted the outreach to continue. This interrupted communication flows beyond initial prospecting, forcing reps to manually re-enroll contacts or use workarounds. Now, you have the flexibility to continue sequences even after a contact responds.
You can now customize the quick filters on your index pages. Add custom quick filters based on any property, remove default filters you don't use, and reorder filters to match your workflow.
Teams have different priorities, and the default quick filters don't always reflect what matters most to your business. By customizing your quick filters, you can focus on the properties that relate to your work, reducing clutter and helping you take action faster.
The existing Rotate Owner action in ticket-based workflows only will be updated to allow for:
View and restore historical association changes in your HubSpot portal. See when associations were created or removed, and revert them if needed.
Restoring data without its associations often leaves you with incomplete information. Associations power reporting, workflows, and customer context. This feature helps you:
Now in beta: Introducing a new Connected Apps Assistant, an AI-powered, HubSpot-native assistant built directly into Breeze. It’s a pre-installed assistant designed to help you understand, monitor, and manage your integrations and data flows inside HubSpot.
The assistant is available 24/7, ready to answer your most pressing questions about your connected apps. For example:
Join the beta to shape how the Connected Apps Assistant will be able to transform the way integrations are managed and optimized, powered by your CRM's context.
If you’ve ever struggled to manage or understand how well the apps connected to your HubSpot account are working, the Connected Apps Assistant breaks down those barriers by delivering context-aware answers.
By using the Connected Apps Assistant, you can spend less time digging through logs, configuration screens, and documentation to:
This agent uses information from the sales process and context provided by you to create a welcome email and automatically generate an onboarding plan on a project object. The welcome email introduces the CSM, references the customer's goals and shares the CSM's meeting link so the customer can book a time to talk.
This agent helps CSMs start the onboarding process for new customers quickly by removing the manual work of creating an onboarding plan and writing the welcome email. It retains the personalized feel of a CSM by referencing the conversations and knowledge you already have about your customer.
The Customer Agent can now view and edit contact properties directly in your CRM.
Your CRM holds a ton of context about your business and your customers—and now the Customer Agent can tap into that context to have smarter and more personalized conversations, making customer interactions smoother and more meaningful than ever.
CRM Smart Insights instantly surfaces the most important data, recommended actions, and insights directly in your workflow, helping you move from data to action with speed and confidence.
CRM Smart Insights helps you move from data to action, instantly. Rather than navigating different tools or reports, you can now see intelligent insights, recommended actions, data quality flags, and more directly in your workflow. We surface what matters most, so you can act faster and with more confidence.
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.
Social Post Agent is an AI-powered assistant that helps you generate and publish social media posts faster and on-brand. It’s built directly into HubSpot and turns key dates, events, and moments into polished, brand-aligned content across LinkedIn, X, Instagram, and more. All you need to do is press "Run Agent" and this will create posts for all calendar events in the next month for you.
This agent delivers post ideas, drafts, and scheduling recommendations tailored to your company’s tone and voice, all in one workflow.
This is our new and improved version of what was called the "Social Agent". Here's what's new:
1. Each event has three post ideas created. This helps get new angles for each topic. We've heard from customers like you that this helps get over the blank slate problem
2. Post suggestions now much more on-brand and specific to your company and location
3. Updates to the UI to make it much more friendly and quicker for you to edit your draft.
4. You can now edit your "Social Identity" through the Train your Social AI button to sound like you. The Agent will remember your preferences for hashtags, tones, language structures, for every future run. You can upload any brand documents and see the posts sound just like you. We recommend setting this up before you run the agent.
If you're like most B2B marketers, social media creation is one of your most frequent and most time-consuming tasks. Yet it often starts from scratch, across disconnected tools, with the pressure to be creative, on-brand, and on time.
Social Post Agent changes that. This agent helps you turn calendar events into publish-ready social posts, fast. Whether it’s an upcoming event, holiday, or a cultural moment, the agent surfaces three curated post ideas or angles each aligned with your audience, industry, and marketing goals. You’ll never start from a blank page again.
Better yet, the content is personalized to your brand’s voice using Social Identity - a set of preferences you define once and refine over time. You can tell the agent how you sound:
This means every post the agent creates will sound like it came directly from your team ready to engage, resonate, and convert. Social Post Agent doesn’t just save time - it inspires better content, strengthens your brand voice, and fits seamlessly into your publishing workflow.
New table display settings provide a single place to configure how CRM tables look and behave, with quick adjustments for data density, pagination, and visual styling.
In the table toolbar, click the gear icon to open the display settings panel. From there, you can adjust the following options:
Your settings apply immediately and persist for your user account.
Customer Agent can now display smart prompt suggestions that appear in your chat widget based on what page your visitors are currently viewing. Instead of generic conversation starters, the widget shows relevant, helpful prompts tailored to each specific page, making it immediately clear how the AI agent can assist visitors with their current needs.
Most website visitors see chat widgets but don't use them because they're unsure what the AI can actually help with. This feature eliminates that hesitation by showing visitors exactly what questions they can ask right away. The result is higher engagement rates and more visitors getting the help they need instead of bouncing from your site.
An updated contact sidebar interface for the HubSpot sales add-in in Outlook that provides the same contact insights and triggers in a modernized panel.
This update makes contact details easier to review and manage without disrupting your existing Outlook experience, helping you stay productive while accessing CRM data.
You can now replace the default Analyze tab with a custom dashboard in the Pages analyze tabs, and the Target accounts analyze tab, personalizing your reporting view.
This change helps you tailor analyze tab to your specific needs, making insights more actionable and accessible in your workflow. You can:
HubSpot are rolling out an updated CRM record activity timeline that combines a modern new look with powerful new filtering capabilities to help you find what matters, fast.
Visual Redesign
New Filtering Features
The activity timeline is one of the most frequently used surfaces in the CRM and now it's faster, clearer, and more powerful.