Hubspot Release Notes

All Hubspot Release Notes (99)

• Apr 17, 2026

  • Date parsed from source:
    Apr 17, 2026
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    Apr 17, 2026
  

  Hubspot

  HubSpot for Google Sheets™ is here

  Hubspot launches a free Google Sheets extension that brings HubSpot into the sidebar, helping users clean up contact lists, view Gmail history, research prospects, and act on next steps without leaving their sheet.

  We've launched a free extension that brings HubSpot directly into your Google Sheets sidebar!

  Why it matters:

  We built this tool after talking to many early-stage founders who wanted more from their spreadsheet. At some point, leads go stale, follow-ups slip, and the mental checklist grows.

  Now, you can keep working in the sheet you already use, with the context and guidance to actually act on it.

  What you can do with it:

  • Clean up your list. Ask to flag duplicates, fill in missing contact details from the web, and get your list ready to reach out. No formulas required.
  • See the full picture on any contact. Connect Gmail and see every email you've exchanged with a contact, without leaving your sheet.
  • Know exactly who to reach out to next. Ask HubSpot what to do next, research a prospect, draft and send your email, or prep for your next call.

  No migration. No new interface. Just install the Google Workspace extension, open up your Sheet, and get to work.

  👉 Install HubSpot for Google Sheets™ for free →

  We’d love to hear what you think – drop questions, feedback, or first impressions in the comments below.

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• Apr 15, 2026

  • Date parsed from source:
    Apr 15, 2026
  • First seen by Releasebot:
    Apr 16, 2026
  

  Hubspot

  Commerce Hub Release Roundup #3: Contracts Go Public at Spring Spotlight

  Hubspot releases Contracts in public beta for Commerce Hub, connecting quotes, contract terms, and revenue to help manage renewals, amendments, and ARR in real time. It also improves quote e-signature delegation, opens the Payments object to all customers, and links Invoices to Projects.

  Yesterday marked Spring Spotlight and a huge milestone for HubSpot Commerce Hub customers and partners: Contracts is now in public beta.

  Contracts Go Public at Spring Spotlight

  With Contracts, Commerce Hub finally connects quotes, contract terms, and revenue in one place so you can manage renewals and amendments through Quotes and see their impact on ARR in real time.

  As our Commerce Hub GM put it:

  “After the initial sale, sales and CS teams are left asking: How do I figure out the upsell? How do I handle proration? How do I co-term? How do I make renewals turnkey? What’s the lifetime value of this customer? These questions have been incredibly hard to answer — until now.”

  On top of the game-changer that is Contracts, we’ve also released a key update in the quote e-signature flow that removes friction and speeds up the sales process, and we’ve opened up our Payments object to all HubSpot customers, unlocking a whole new world for tracking external payments in the CRM.

  Contracts (Public beta)

  Manage renewals and amendments through Quotes, and see their impact to ARR in real time.

  Stop losing time to “Can You Send This to My Boss?”

  E-signature delegation on Quotes (Live)

  Reps often send quotes to someone who isn’t the final signer. Before today, they had to update the signer and resend the quote, adding friction and slowing down the sales process.

  Now, you can let the initial quote signer delegate their signature to the correct person on their team — without relying on their sales rep. Deals keep moving, and buyers can route the quote internally however they need. Win-win.

  Do even more with HubSpot Billing and Payments…

  Link Invoices to Projects (Live)

  Connect billed revenue to project work by linking Invoices to associated Projects for clearer visibility and cleaner reporting.

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• Apr 14, 2026

  • Date parsed from source:
    Apr 14, 2026
  • First seen by Releasebot:
    Apr 15, 2026
  

  Hubspot

  Introducing HubSpot AEO

  Hubspot launches AEO, giving brands a clear view of AI visibility across ChatGPT, Gemini and other answer engines. It shows visibility scores, prompt coverage, competitor presence and content gaps, then turns insights into recommendations and actions in one workflow.

  More buyers are turning to AI before they ever visit a website, and most brands have no idea where they stand.

  HubSpot AEO (Answer Engine Optimization) changes that. It gives you visibility into where you appear across tools like ChatGPT and Gemini, and provides a clear path to improve.

  See where you stand

  HubSpot AEO brings your AI visibility into one place, so you always know where you stand:

  • A unified AI visibility score across answer engines
  • The prompts your customers are likely asking, and whether you're showing up
  • Where competitors are appearing instead of you
  • Gaps where you're not being cited at all

  Easy to understand without needing deep AEO expertise.

  From insight to action

  A common challenge with AEO today is that insights and execution live in different places.

  HubSpot AEO connects the two:

  • Identify a visibility gap
  • Get a specific recommendation
  • Act on it within the same workflow

  No exports or handoffs needed.

  Content Actions will be available from June 2026.

  Built on your business context

  If you’re using Marketing Hub, AEO leverages your CRM data from the start.

  That means recommendations are based on things like your:

  • Industry
  • Competitors
  • Existing content
  • Customer segments

  Over time, this helps prioritize the prompts and gaps that matter most for your business.

  How it works

  You can get started in a few minutes:

  1. Enter your domain and competitors
  2. Review your visibility score and prompt coverage
  3. Work through recommended actions and track changes over time

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• Apr 14, 2026

  • Date parsed from source:
    Apr 14, 2026
  • First seen by Releasebot:
    Apr 14, 2026
  

  Hubspot Developers by Hubspot

  Spring 2026 Spotlight

  Hubspot Developers releases date-based APIs and Developer Platform 2026.03 in general availability, bringing a steadier release cadence, restored serverless functions, app pages, code sharing across UI extensions, Webhooks Journal API upgrades, and broader MCP server support.

  Welcome to the Spring Spotlight special edition of the developer changelog.

  We've got a lot of exciting updates to go over, including the general availability of date-based versioned APIs and Developer Platform version 2026.03. With these date-based updates comes a more stable release cadence. Both the APIs and Developer Platform project versions will have two major releases a year, in March and September. Additionally, to help you better prepare for these updates, we are also introducing an 18-month support cycle. Learn more about how date-based releases affect the Developer Platform

  Developer Platform version 2026.03 now in General Availability

  On March 30th, 2026, we released the HubSpot Developer Platform version 2026.03 for Projects, marking the first date-based platform version. This release reintroduced serverless functions to the Projects framework, formalizes an 18-month support lifecycle, and lays the groundwork for better alignment between the HubSpot Developer Platform, public APIs, and developer tooling.

  If you’re currently building project-based private apps—especially those running on Projects version 2025.1—this release is your primary path to a modern platform with serverless support and predictable upgrade cadence.

  What's changing?

  Date-based platform version for Projects

  Projects now support “platformVersion”: “2026.03” in hsprojects.json.

  Each platform version follows a fix lifecycle:

  • Current (6 months) - active maintenance, bug and security fixes.
  • Supported (12 months) - critical fixes.
  • After 18 months, versions become unsupported and are no longer updated; builds on unsupported versions will fail.

  Serverless Functions on 2026.03

  Platform version 2026.03 reintroduces serverless functions on the new Projects framework:

  • Apps can define app functions using the updated *-hsmeta.json format (one function per file) instead of the single serverless.json file used in 2025.1, which was previously blocked from migrating to newer platform versions.

  Agent tools on the Developer Platform

  On the Developer Platform, you can build agent tools - enhanced custom workflow actions that HubSpot AI agents can call to perform tasks on behalf of users. Tools are implemented using the Developer Projects framework, submitted for review, and then made available to customers via your app listing and Breeze Agents.

  Code Sharing for UI Extensions

  You can now share code between UI extensions. Previously, if your App Cards, App Home Pages, and Settings pages required the same code types, utilities, and components, you had to copy the code for each instance. This meant that whenever you made updates, you had to revise every copy of that code separately.

  New app listing & certification review updates

  Staying on supported platform versions is now an expectation for listings and certifications. Marketplace apps that submit for listing/relisting or certification/recertification must run on a supported Developer Platform version (Projects 2025.2+ today, with 2026.03 as the recommended target), and certified apps must use a supported date-based API version. Additional app updates include:

  • Classic legacy CRM cards must be migrated to App Cards by October 31, 2026. Effective immediately, legacy CRM cards are no longer permitted for new app listings, certifications, or recertifications. All listed or certified apps must migrate to App Cards or risk having their certifications revoked or delisted.
  • Agent tools listing requirements for Marketplace apps. For apps that ship agent tools (like Breeze Agents can call), these tools are treated as a reviewable surface: they are built as enhanced custom workflow actions in a project. Marketplace-listed apps cannot deploy unapproved tools; deploys will fail until the tool passes review for compliance with the agent tool listing requirements.
  • App Card Review Program reviews and approves CRM UI extension app cards submitted by Marketplace partners before they go live. Partners submit an intake form that includes their App ID, Build ID, and a video walkthrough, triggering an automated tracking ticket. A TPM reviews the video against four quality categories (security/privacy, performance/reliability, usability/accessibility, and value/functionality). Approval adds the app ID to the distribution list, and partners receive the Marketplace listing next steps.

  Additionally, we’ll also be introducing a date-based version for APIs

  Platform Projects version 2026.03 follows the same date-based naming convention as the public API date-based version /2026-03, improving clarity and consistency for developers building on HubSpot, without introducing technical dependencies between the platform and API date-based versions.

  Key dates and next steps

  • March 30th, 2026: Platform Projects version 2026.03 becomes generally available (first date-based platform version).
  • August 1st, 2026: Projects version 2025.1 reaches the end of support; builds on 2025.1 will fail, and apps must move to 2025.2 or 2026.03 to stay supported.
  • October 31st, 2026: Classic CRM cards sunset; apps must use App Cards on Projects 2025.2 or 2026.03 instead.

  To get ready:

  • Check your current platform version in the platformVersion field of hsproject.json, and plan your move to 2026.03 if you’re on 2025.1 or earlier.
  • Review your UI extensions and migrate any classic CRM cards or legacy settings pages to App Cards, App Pages, and the new setting component model.
  • If you build on the Marketplace, confirm your app is on the supported platform + API date-based version and review the App Card and agent tools listing requirements so you’re set up for future certifications and recertifications.

  Helpful resources:

  • Determine your migration path to 2026.03
  • Serverless functions overview
  • Agents and tools overview
  • Share code between your extensions using npm workspaces
  • Create an app card
  • API versioning

  Reintroducing Expanded Serverless Functions

  Serverless Functions (App Functions) are back in the Developer Platform 2026.03. The Developer Platform 2026.03 release restores and expands the capabilities last seen in version 2025.1, aligning them with the unified Projects architecture introduced in 2025.02. A key update is expanded support for UI Extensions across App Settings and App Pages (formerly known as App Homes), including the ability to run and test functions in developer test accounts.

  Availability and Access:

  • App Functions (private)
    • Access: Requires an Enterprise subscription or a free developer test account.
    • Usage: Available within App Cards, App Pages, App Settings, and developer test accounts.
  • Public Endpoint Functions
    • Access: Requires a Content Hub Enterprise subscription.
    • Usage: Public HTTP endpoints exposed via function configuration (for webhooks, public APIs, etc.).
    • Note: Public endpoints are not available in developer test accounts.

  Functions can now run within Developer Test Accounts, enabling safer and more iterative development before production rollout.

  How it Works:

  • Upgrade to 2026.03: Ensure you are using CLI version 8.3.0 or higher, as the steps may vary based on your current version.
  • From 2025.2: Update the platformVersion in your hsproject.json file from “2025.2” to “2026.03”, then run hs project upload.
  • From 2023.0. 2023.2, or 2025.1: Run hs project migrate in your project directory and follow the prompts.
  • Legacy public apps (non-project-based): Run hs app migrate and follow the prompts.
  • Define your functions: Define serverless functions within your project directory, now aligning with the Projects 2025.2+ structure.
  • Integrate with UI Extensions: Trigger these functions directly from the frontend code in App Settings and App Pages to handle custom data and enable user interactivity.
  • Test in developer accounts: Deploy and validate your functions in a developer test account before deploying to production.

  What's changing?

  HubSpot offers multiple serverless function solutions depending on your use case:

  Solution / Use Case / Access Level / Platform
  2026.03 Serverless Functions — Modern project-based apps with UI Extensions — Private (App Functions) or Public (Endpoints) — HubSpot Projects
  2025.1 Functions — Legacy project-based serverless functions — Private or Public — HubSpot Projects
  CMS Serverless Functions — CMS Hub website functionality — Public endpoints only — CMS Hub

  Key Differences:

  • New configuration format: Uses -hsmeta.json files (e.g., myFunction-hsmeta.json) instead of a single serverless.json file. Each function has its own configuration file, improving validation and IDE support.
  • Unified component model: Functions use the same Project schema as the other app components, making configuration more consistent across your app.
  • Expanded UI Extension support: App Functions can be invoked from App Cards, App Pages, and App Settings, enabling richer in-app experiences powered by serverless logic.
  • Simplified migration from 2025.2: If you’re already on 2025.2, moving to 2026.03 is primarily a version bump and reuse of the -hsmeta.json pattern your app already uses.

  Configuration Examples:

  Directory structure

  Before (2025.1):

  src/app/myFunctions.functions/
  ├── myFunction.js
  └── serverless.json ← Single config for all functions
  

  After (2026.03):

  src/app/functions/
  ├── myFunction.js
  ├── myFunction-hsmeta.json ← Individual config per function
  └── package.json
  

  Configuration Schema

  Before (2025.1):

  {"runtime":"nodejs18.x","version":"1.0","functions":{"myFunction":{"file":"myFunction.js","secrets":["my_api_key"]}}}
  

  After (2026.03):

  {"uid":"myFunction","type":"app-function","config":{"entrypoint":"/app/functions/myFunction.js","secretKeys":["my_api_key"]}}
  

  Functions are now configured and located in a single src/app/functions/ directory. This replaces the previous structure that used nested .functions folders. For complete migration steps, including updates from 2025.1 to 2025.2, please refer to the detailed guides in HubSpot’s Developer Documentation.

  The 2026.03 version is now available. Developers can start building apps on 2026.03 or migrate eligible 2025.2, 2025.1, and 2023.3 projects to 2026.03.

  Introducing a Modern API infrastructure: Date-based Versioned APIs

  The first date-based API version, /2026-03/, is now available. Date-based versioning APIs from /2026-03/ onward use a /YYYY-MM/ format to clearly indicate the year and month they went live.

  Why does it matter?

  For included APIs, date-based versioning brings clearer expectations around timing of change with consistent windows for updates and support.

  • Plan with confidence — breaking changes to supported APIs occur twice a year (March and September), with 18 months of support for each version.
  • Reduce maintenance overhead — immutable API versions in /2026-03/ mean your supported APIs won't lead your integration to break unexpectedly within an API's support window, and you can migrate to newer versions on your own timeline.
  • Navigate APIs more easily — Before, v1, v2, v3, v4 denoted versions of APIs. With date-based versioning, APIs from /2026-03/ onward will use a /YYYY-MM/ format to clearly indicate the year and month they went live.

  How does it work?

  Each version moves through three stages: Current (actively maintained, first 6 months), Supported (critical fixes to maintain stability and security, months 6–18), and Unsupported (no further updates after 18 months). Please note, HubSpot teams will continue to release enhancements via Public Betas throughout the year.

  You can see which APIs are included in date-based versioning /2026-03/ here and HubSpot’s release schedule here.

  Updates to the Webhooks Journal API

  This release introduces several new capabilities to the Webhooks Journal API, including batched reads for higher-throughput journal processing, CRM object filtering on subscriptions to reduce event noise, list membership subscriptions for real-time list-change tracking, and a snapshot status polling endpoint to monitor asynchronous snapshot processing.

  Webhooks Journal CRM Object Filtering (New)

  The Webhooks Journal API now supports CRM-style object filtering on subscriptions, letting you define filter criteria (similar to CRM Search filters) that are evaluated against each journal event. Only events whose CRM object data matches your filters are written to the journal for that subscription.

  This change reduces noise, bandwidth, and processing. It’s a push-based alternative to polling CRM APIs with the same filters, keeping your event selection logic centralized in subscription definitions rather than scattered across custom polling code.

  Subscription Type for List Membership (New)

  LIST_MEMBERSHIP subscriptionType lets your app receive your journal events whenever records enter or leave HubSpot lists, rather than polling the Lists API or inferring membership from property changes.

  Webhooks v4 Batched Reads with Journal API (New)

  The Webhooks Journal API now supports batched reads, allowing integrators to pull multiple journal entries in a single API call, significantly improving throughput for high-volume event streams and reducing per-entry request overhead.

  Previously, the Webhooks Journal API required stepping through entries sequentially, meaning integrators had to make an API call for each journal entry URL and use a single “reader” process to advance the offset, which became a bottleneck at scale.

  With this update, the Webhooks Journal API now lets you request multiple journal entries at once. Preserving the journal’s chronological, offset-based model while reducing the number of network round-trips required to stay caught up with event volume.

  Batch Endpoints:

  • Batch Read by offset: POST /webhooks/v4/journal/batch/read
  • Batch Next (range from offset): GET webhooks/v4/journal/batch/{offset}/next/{count}
  • Batch Fetch Earliest Entries: GET /webhooks/v4/journal/batch/earliest/{count}
  • Batch Fetch Latest Entries: GET /webhooks/v4/journal/batch/latest/{count}

  Note: Maximum batch size is 100 entries (journal batch operations), and exceeding the limit returns a 400 Bad Request error.

  Snapshot Status Polling Endpoint (New)

  You can now check the processing status of CRM object snapshots using a new polling endpoint. You can track whether a snapshot is still being processed, has completed successfully, or has failed. Each snapshot creation response now returns a snapshotStatusId that you can use to poll for updates until the snapshot reaches a terminal state.

  Snapshot Endpoints:

  • Create Snapshots: POST /webhooks/v4/snapshots/crm
  • Check Snapshot Status: GET /webhooks/v4/snapshots/status/{statusId}

  Note: 404’s are expected after creation. Status records are created asynchronously. This does not mean the snapshot failed - retry with backoff. Additionally, use an exponential backoff. Start at 1 second, cap at 30 seconds, and enforce a max polling direction (e.g., 10 minutes or 20 attempts) to avoid infinite loops.

  For additional details on how to use the API, please refer to the developer documentation.

  HubSpot MCP Server (remote) and Developer MCP Server (local) now in General Availability

  The HubSpot MCP server (remote) is now generally available, enabling connecting agentic tools to your HubSpot account, and it includes expanded access. The HubSpot MCP server now has read-only access to campaigns, landing pages, website pages, blog posts. The HubSpot MCP server also has write access to CRM objects, meaning you can make updates to your CRM data through natural language.

  Developers can use the HubSpot MCP server with AI APIs to build custom agentic workflows that leverage HubSpot data by building MCP auth apps.

  The Developer MCP server (local) is also generally available, giving you the power to create HubSpot apps using natural language. You can download it through the HubSpot CLI and start chatting with it in your preferred AI-powered code editor, like Claude Code or Cursor. Run the command hs mcp setup to get started. You must be on the HubSpot CLI version 8.2.0 or higher to use the Developer MCP server. To check which version of the HubSpot CLI you're using, you can run the command hs --version.

  The Developer MCP server has access to tools such as searching the developer documentaiton, creating new projects, and validating code before uploading to your account. See the table below for more info on the tools available:

  Tool / Description
  add-feature-to-project — Add a feature to an existing project
  create-cms-function — Create a CMS serverless function
  create-cms-module — Create a CMS module
  create-cms-template — Create a CMS template
  create-project — Create a new HubSpot project
  create-test-account — Create a test account
  deploy-project — Deploy a project
  fetch-doc — Fetch documentation
  get-api-usage-patterns-by-app-id — Get API usage patterns for an app
  get-apps-info — Get apps information
  get-build-logs — Get build logs
  get-build-status — Get build status
  get-cms-serverless-function-logs — Get CMS serverless function logs
  get-feature-config-schema — Get feature config schema
  guided-walkthrough-cli — Guided CLI walkthrough
  list-cms-remote-contents — List CMS remote contents
  list-cms-serverless-functions — List CMS serverless functions
  search-docs — Search documentation
  upload-project — Upload a project
  validate-project — Validate a project

  Expanding App Homes into App Pages, a Multi-page, Custom App Experience

  App pages for UI extensions allows you to build custom, full-page experiences for your app directly within HubSpot using React. Starting with a dedicated app home as your app's landing page, app pages expand from there, letting you build as many additional pages as your app needs. Powered by UI extensions, these pages share the same toolkit as app cards and settings pages, allowing for a unified development approach that includes dedicated header actions, multi-page navigation, and seamless data fetching.

  This feature fills a critical gap by providing a central home base for your app within HubSpot, eliminating the friction of sending users to external sites for dashboards, documentation, or configurations. App pages empowers developers to build a native-feeling, multi-page experience that improves user retention and gives users a dedicated, organized space for everything from high-level app interactions and reporting to onboarding flows and support resources.

  Developers can get started by running hs project add in the CLI and selecting "Pages" to generate the necessary React and configuration files for their app pages. Additional pages can be added alongside it, with built-in PageRoutes and PageLink components handling navigation between them. You can build each interface using standard UI components and the PageHeader wrapper for primary and secondary page actions. Once deployed, users access app pages by clicking the Marketplace icon and selecting your app from "Recently visited apps" or via a direct app URL.

  Keep your HubSpot Projects code DRY with code sharing

  You can now share code across multiple UI extensions, app cards, settings pages, and app pages, within a single project using npm workspaces. You can create shared packages for utilities, types and components once, then import them into any extension in your project. With shared code, you can fix bugs in a single place, keeping things consistent between all pieces of your projects.

  npm workspaces let you define shared packages for utilities, types, components or anything else alongside your extensions within the same project. Each extension can declare those shared packages as dependencies and import from them directly, just like any other package. Shared packages are installed automatically when you run hs project dev or hs project upload, or you can install them manually with hs project install-deps.

  Technology Partner Program: Discover Your Tier in the New Dashboard

  A new Technology Partner dashboard is now available in the Developer Platform, giving you an in-product view of your status in HubSpot's Technology Partner Program. From one place, you can see your current tier (Partner, Rising, Leading or Premier), what that tier unlocks, high-level requirements to maintain or advance and links to program resources and contacts.

  Progress indicators show how close you are to the next tier based on key performance signals, refreshed approximately once per month. Tier badges also appear on your Marketplace app listing page and in Marketplace filters for Rising, Leading and Premier partners.

  Public Betas

  Connect the HubSpot MCP Server Securely with MCP Auth Apps

  You can now build and manage your own AI connectors to the HubSpot MCP Server using a new self-service MCP Auth Apps tool in the Developer Platform. This update removes the need for general-purpose app tooling; it enables full lifecycle management of MCP connectors, including creation, configuration, and secure OAuth 2.1 credential access, all within a dedicated interface. End-user permissions are now handled automatically, giving customers more control over the data shared through MCP connections.

  New App Install Governance Tool for Admins

  Super Admins now have centralized control over which apps can be installed in their HubSpot account and what data can be shared with them — including controls over AI connectors like the HubSpot connectors for ChatGPT, Claude and Gemini.

  With this public beta, admins can approve which apps are allowed, control which users can install each app, customize optional data permissions (such as read-only vs. write access) and revoke approval at any time.

  Users who want access to an unapproved app can submit a request directly from within HubSpot for Super Admin review. Manage everything from Settings > Integrations > Connected Apps under the Manage Apps tab. Available across all hubs and tiers.

  Learn more about managing app access

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• Apr 13, 2026

  • Date parsed from source:
    Apr 13, 2026
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  Hubspot Developers by Hubspot

  Remote HubSpot MCP server is now generally available

  Hubspot Developers graduates the remote MCP server from beta to general availability, adding CRM write access, engagement history, and marketing content support so MCP-compatible AI tools can read and update HubSpot data through natural conversation with permissions respected.

  What's changing

  The remote HubSpot MCP server is graduating from beta and is now generally available to all HubSpot accounts. This release adds write capabilities, engagement history, marketing content objects, and organizational context — so any MCP-compatible AI tool can now read from and write to your CRM through natural conversation, with your existing HubSpot permissions respected throughout.

  The HubSpot MCP server connects any MCP-compatible AI tool to your CRM over a secure, HubSpot-hosted connection authenticated via OAuth 2.1 with PKCE. This release significantly expands what's accessible through that connection.

  CRM objects and engagements now support full read and write access. Organizational context and marketing/content data are available as read-only:

  • CRM objects (read/write): contacts, companies, deals, tickets, carts, products, orders, line items, invoices, quotes, subscriptions, and segments (lists)
  • Engagements (read/write): calls, emails, meetings, notes, and tasks. Query engagement history alongside CRM records — for example, summarize the last three calls with a prospect, or create a follow-up task directly from your AI tool.
  • Organizational context (read-only): users, teams, reporting structures, owners, roles, and seats
  • Marketing and content (read-only): campaigns and campaign metrics, landing pages, website pages, and blog posts

  A few things to keep in mind:

  • OAuth 2.1 with PKCE is required for all connections.
  • If your HubSpot account has sensitive data turned on, engagement objects (calls, emails, meetings, notes, and tasks) will be blocked from access through the MCP server. This restriction is specific to the MCP server and doesn't apply to the standard CRM APIs.
  • All actions respect your existing HubSpot user permissions — users can only access or modify records they already have permission to view or edit.

  If you already have the MCP server installed, your app may show a REQUIRES_REAUTHORIZATION status for newly added object types. To access the new scopes, disconnect and reconnect the app through your settings. You can check which objects and tools are available for your account by calling the get_user_details tool at the start of a session.

  New to the MCP server? Getting connected takes three steps:

  1. Create an MCP auth app. In your HubSpot account, go to Development > MCP Auth Apps and create a new app. HubSpot generates OAuth credentials automatically.
  2. Create a managed OAuth connection. Connect any MCP client that supports OAuth with PKCE to https://mcp.hubspot.com using your app's client ID and secret.
  3. Start prompting. Your AI tool can now query, create, and update HubSpot data using natural language.

  For full setup instructions, including available tools and troubleshooting guidance, see the remote HubSpot MCP server documentation. Note that this server is separate from the developer MCP server, which is used for building apps and CMS content locally.

  When is it happening?

  This change goes into effect on April 13, 2026.

  Questions or comments? Join us in the developer forums.

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• Apr 8, 2026

  • Date parsed from source:
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  Hubspot

  110+ New and 24+ Notable App Updates in the HubSpot Marketplace

  Hubspot highlights new and updated Marketplace apps that add richer context, tighter connections, and more automation across CRM, Slack, documents, commerce, support, and workflows, including new integrations, AI-powered summaries, and deeper record syncing.

  Your team has more tools than ever. So why does critical context still live in people's heads, key conversations still disappear into Slack threads, and documents still require a scavenger hunt to track down?

  The gap between what your tools can do and what your business actually needs comes down to three things: context, connection, and automation.

  Here's how 24+ notable apps are delivering across these three key areas.

  Surface the Context that Drives Decisions

  The best team members don't just have data — they have the judgment to know what matters. That kind of context has historically lived in people's heads, scattered across systems, and buried in conversations. This quarter, several apps made it their mission to pull that context to the surface so teams can act on it without chasing it down.

  Check out these notable new or recently updated apps:

  • [NEW] Cocorev is a new app that surfaces which technology partners and service providers are connected to your prospects — directly inside HubSpot — so reps can spot partner overlap and prioritize accounts where they have a relationship advantage.
  • [NEW] Docusign IAM is Docusign's own app for HubSpot, letting teams read and update CRM records as part of agreement workflows in Docusign so the entire deal lifecycle stays visible in one place.
  • [NEW] Google Drive is a new app that lets you link drives, folders, and files to any CRM record, automate file management through workflows, and get AI-powered document summaries in HubSpot. Now available in public beta.
  • Howly now maps all workflow connections in a single visual view, with an Impact Analyzer that previews downstream effects before you make changes and a Health Assistant that flags inactive or misconfigured workflows.
  • G2 now includes Competitive Signals, giving revenue teams richer account intelligence in HubSpot they can act on immediately.
  • Quotivity completely rebuilt its quote review screen with five panels — including approval trigger details, internal line item columns, and a customer-facing preview — so approvers get full context without leaving the screen.
  • Supered now displays company names instead of raw HubSpot IDs and introduces multi-process boards for full process reviews across systems and teams, along with process rulesets, HubSpot segment support, and Project object compatibility.

  Put Automation Where the Work Happens

  Context is only valuable if your team can act on it without getting buried in manual work. The apps that updated this quarter are putting automation directly into the workflows where your team already operates.

  Breeze customer agent, previously limited to HubSpot-maintained channels like Live Chat, Email, and WhatsApp, now works with partner-built channels through the Custom Channels API — meaning apps like Sinch and Aircall can extend AI-powered support to SMS, voice, and beyond.

  Check out these notable new or recently updated apps:

  • Sinch Engage SMS now connects with Breeze customer agent in Help Desk for automated SMS replies, with AI-generated ticket summaries to support handoffs to human agents.
  • Canva now opens the full Canva editor — including Brand Kit, Canva AI, and design collaboration — so marketers can produce on-brand assets without creative bottlenecks.
  • Aircall Calling & SMS now logs AI Assist Pro playbook data and custom call summaries directly into HubSpot call notes, with admin controls to toggle what's included.
  • Introw PRM now lets you build and manage partner training and certifications at scale, with enrollment and certification data tracked as app objects in HubSpot for easy segmentation.
  • CloudFiles now offers native document generation inside HubSpot, letting you create DOCX or PDF files from any object record using templates with HubSpot data bindings, conditional logic, and DocuSign eSignature support.
  • Events by SimpleEvents.io now lets you send calendar invites through HubSpot workflow actions to get events onto your customers' calendars and improve show-up rates.
  • LearnUpon now includes a workflow action to disable learner profiles based on HubSpot triggers, support for provisioning learners via User records, and ten new app events to track learning activity on contact timelines.

  One Platform, One Source of Truth

  Your team, your automation, and your tools all need the same thing to be effective: a single, connected view of the customer. The apps below are closing the gap between disconnected systems so that every conversation, document, and data point ends up where it belongs — in HubSpot.

  Check out these notable new or recently updated apps:

  • Sidekick now automatically logs Slack conversations — across Slack Connect, deal rooms, and account channels — to Contacts, Companies, and Deals in HubSpot as timeline events. Context that used to stay siloed in Slack is now part of the full record, visible to anyone who picks up a deal, reviews a pipeline, or takes over an account.
  • [NEW] Showpad is Showpad's first-ever HubSpot integration, connecting content engagement data to HubSpot for free. Every customer or prospect interaction with sales content is automatically logged to the corresponding CRM record.
  • [NEW] SimpleCommerce Sync is a new app that syncs your HubSpot Commerce Hub data — products, invoices, quotes, payments, and taxes — to QuickBooks automatically.
  • Vira: WhatsApp Integration now supports Meta's WhatsApp Coexistence feature, so teams can run automation and broadcasts alongside personal conversations from the same number — without migrating off the WhatsApp Business App.
  • Slack now lets you customize which record properties appear in Slack link previews and edit CRM properties directly from the preview, so updates happen in the flow of work.
  • Portant now turns every document into its own HubSpot record — complete with status, timestamps, and view activity — so reps know when a proposal is opened and ops teams can automate follow-ups.
  • S-Docs now offers collaborative editing with highlighted change tracking between versions, plus a centralized settings page for branding, compliance, and document consistency.
  • Sequential now supports sequential numbering for Leads and Projects, so teams can keep numbering consistent across all objects.
  • DoPricer now lets you create and manage custom price lists directly in HubSpot — no more emailing support — with a built-in usage tracker to help choose the right plan.
  • Coda now offers Marketing HQ for HubSpot, connecting campaign planning, production, and analytics in one hub with AI assistance and live data syncs.

  The Takeaway: Close the Gap

  The updates shipped this quarter share a common thread: they're adding context, connection, and automation so that every tool in your stack can drive real business results.

  Ready to see what’s new?

  Head to the HubSpot Marketplace and check out the Recently Updated HubSpot Apps collection. From there, you can install any app that fits your stack (Super Admin or App Marketplace permissions required).

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• Apr 7, 2026

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  Hubspot

  Commerce Hub Release Roundup #2: Latest Releases for Tax set up, Credit Memos, and Invoices

  Hubspot adds Commerce Hub updates across invoices, taxes, and credit memos, including default manual tax rates, editable balance-changing invoice fields in private beta, QuickBooks Online credit memo sync, and new credit memo object settings and associations.

  Latest Commerce Hub releases

  If you’re looking for the latest Commerce Hub releases and demos, this roundup covers the newest launches over the past week across Quotes + Taxes, Invoices, and Credit Memos all in one place!

  At a glance – what’s new this week

  Invoices

  • Edit balance‑changing properties on invoices (Private beta): update key invoice fields after payment while preserving payment continuity and reporting.

  Products & Taxes

  • Default manual tax rates (Live): set a default tax rate from your tax rate library to auto‑apply across line items on Deals, Quotes, Invoices, Payment Links, and more.

  Credit Memos & Accounting

  • Credit Memo sync with QuickBooks Online (Live): sync credit memos bi‑directionally between HubSpot and QBO, including line items, discounts, and automated sales tax.
  • Credit Memos: Object settings & associations (Fully Live on 4/16): treat credit memos as first‑class CRM objects with associations, Data Model Builder, and Segments.

  Check out demo videos, links to KB articles and more below.

  CPQ: Pain relief for single tax regions

  Default manual tax rates (Live)

  For customers operating primarily in a single tax region (common in Europe, ANZ, Canada, LATAM), it’s now much easier to handle manual tax:

  • Admins can create tax rates in the tax rate library and mark one rate as the default.
  • That default tax rate is then auto‑applied to new line items across credit memos, deals, quotes, invoices, payment links, legacy quotes, and subscriptions, reducing repetitive manual selection and mistakes.

  This work is directly informed by long‑running feedback in the Community Ideas Forum, which calls out the pain of re‑applying the same tax rate on every single line item.

  Learn more about how to set up automated tax and tax rates > Create and use tax rates.

  Demo – Default manual tax rates

  Billing: big wins for invoice editability and credit memos

  Invoice editability: balance‑changing properties (Private beta)

  As promised in the last roundup, invoice editing took a big step forward.

  You can now edit balance‑changing properties on paid and partially paid invoices in private beta. That means:

  • Fixing real‑world invoice details without rebuilding invoices from scratch.
  • Automatically recalculating balance due and invoice status after supported edits.
  • Preserving payment continuity, so reconciliation and reporting stay accurate.

  This is especially impactful for customers who previously had to work outside HubSpot (or recreate invoices) to correct mistakes.

  Demo – Edit balance‑changing invoice properties

  For more detail or to request access, see the associated product update in the in‑app Product Updates feed here.

  Credit Memo sync with QuickBooks Online (Live)

  For teams running their books in QuickBooks Online (QBO), credit memos are now part of the standard HubSpot ↔ QBO sync story:

  • Bi‑directional sync of credit memos between HubSpot and QBO.
  • Keep credits and credit memo applications to invoices consistent in both systems, without manually recreating or re‑applying them.

  This closes a major loop for finance teams who previously had to double‑enter adjustments or reconcile partial data across systems.

  Demo – Credit Memo sync with QuickBooks Online

  For setup details and limitations (one‑way vs two‑way sync, how applications and fields behave, etc.), see:

  • Connect HubSpot and QuickBooks Online

  Credit Memos: Object Settings & Associations (Live as of 4/16)

  Credit memos are moving from “off to the side” into the center of the HubSpot CRM data model:

  • Configure object settings for credit memos.
  • Use Data Model Builder and association labels to connect credit memos to invoices, companies, deals, and more.
  • Build Segments and reporting that factor in credit activity alongside the rest of your revenue data.

  This makes it much easier to answer questions like:

  • “Which customers are receiving the most credits over time?”
  • “How do credit memos relate to churn‑risk accounts or specific product lines?”

  Demo – Credit Memos: Object settings & associations

  Rollout note

  This feature is rolling out and is targeted to be fully live on April 16, 2026.

  Have questions on the latest releases or have you used one of these new Commerce Hub features and would like to share feedback? Feel free to comment on this post!

  Looking for more news on Commerce Hub product launches? Check out our Q1 roundup!

  Commerce Hub Product Release Roundup.jpg 33 KB

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• Apr 1, 2026

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  Hubspot Developers by Hubspot

  Content Rendering Will Migrate to CLDR Locale Data Standard

  Hubspot Developers releases a CLDR-based locale formatting update for rendered content, improving date, time, number, and currency accuracy across CMS pages, landing pages, blogs, and emails while keeping most content unchanged.

  HubSpot will migrate content rendering from the legacy Java Runtime Environment (JRE) locale dataset to the Common Locale Data Repository (CLDR), the current industry standard for localization. Most content will remain unchanged, while some may see improved formatting accuracy.

  What’s changing

  All content rendered by HubSpot’s rendering services will transition from the legacy JRE locale dataset to CLDR. This impacts how locale-aware values including as dates, times, numbers, and currencies are formatted across:

  • CMS pages
  • Landing pages
  • Blog posts
  • Emails

  This change enables more accurate and comprehensive localization aligned with modern internationalization standards.

  Key formatting differences

  CLDR introduces updated formatting rules that may result in subtle output differences:

  • Non-breaking spaces (NBSP/NNBSP) may replace standard spaces in:
    • Time formats (between the time value and AM/PM marker)
    • Unit formats (between numeric values and unit labels)
    • Cyrillic date formats (before the year marker “г”)

  These characters often appear visually identical to regular spaces but behave differently in code.

  For additional technical background, see the Java documentation on CLDR locale data

  Potential impact to existing implementations

  Most content will not be affected. However, issues may occur if your implementation relies on exact string matching or parsing of formatted values:

  • Code that compares formatted strings expecting regular spaces may fail
  • Parsing logic that assumes standard whitespace may break silently

  The following HubL filters are most likely to be impacted due to locale-aware formatting:

  • datetimeformat: most affected (AM/PM spacing and Cyrillic formats)
  • Timeformat: AM/PM spacing changes
  • Numberformat: unit spacing changes

  Review your usage of these filters if your implementation depends on exact string output.

  For more details, see the HubL filter reference.

  What do I need to do?

  All rendering services will undergo this migration automatically. Unless your setup relies on specific string formatting, no action is needed. If you utilize the filters mentioned earlier, we recommend verifying that your implementation aligns with the updated standard.

  Additionally, this upgrade enables support for modern Java features and improves overall runtime performance and internationalization (I18n) capabilities.

  When is it happening?

  This change goes into effect on July 14, 2026.

  Questions or comments?

  Join us in the developer forums.

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• Mar 30, 2026

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  Hubspot Developers by Hubspot

  Introducing date-based API versioning

  Hubspot Developers introduces date-based API versioning with /YYYY-MM/ releases, giving developers clearer update timing, immutable versions, and longer support windows for HubSpot APIs. The new scheme replaces mixed v1 to v4 naming and is now live for most recent API versions.

  Today we're introducing a new versioning system for our APIs, using a /YYYY-MM/ format (like /2026-03/) instead of v1, v2, v3, v4 to denote the month in which the API was shipped. This date-based versioning gives developers a predictable way to manage API updates and breaking changes.

  Initially announced for CRM APIs for Fall Spotlight 2025, this has now been released for most recent versions of our APIs.

  Why does it matter?

  If you're a developer working with HubSpot APIs, you currently face unpredictable breaking changes, inconsistent version numbers across different APIs, and short deprecation windows that make it hard to plan updates.

  With date-based versioning, you can:

  • Plan with confidence - breaking changes only happen twice a year (March and September), and you get 18 months of support for each version instead of the previous 90-day minimum deprecation notice
  • Reduce maintenance overhead - immutable API versions mean your integrations won't break unexpectedly, and you can migrate to newer versions on your own timeline
  • Navigate APIs more easily - consistent date-based naming across all APIs replaces the confusing mix of v1, v2, v3, and v4 versions
  • Leverage AI tools more effectively - the predictable pattern makes it easier for LLMs and AI agents to work with HubSpot APIs

  For more background on why we're making these updates, and how these changes tie into the wider HubSpot Developer Platform, check out this blog post on date-based versioning.

  How does it work?

  Release schedule

  New date-based API versions launch twice a year:

  • March (e.g., /2026-03/) coinciding with Spring Spotlight
  • September (e.g., /2026-09/) coinciding with INBOUND

  Each version is immutable once released, receiving only critical bug fixes and security updates during a minimum support window of 18 months.

  HubSpot teams can still release enhancements throughout the year via public betas. Beta APIs will be part of the next release. For example, with the release of /2026-03/, beta APIs will use version /2026-09-beta/.

  Versions become unsupported after the 18 month support window. Unsupported versions may continue to function but are not guaranteed to get critical updates, and may not remain stable or available.

  You can continue to use any supported version and migrate to newer versions on your own timeline, though we strongly recommend upgrading to the current version when a version becomes unsupported.

  For more details about the release and support schedules see the versioning documentation.

  What's included in /2026-03/

  You can see which API's are included in /2026-03/ at https://developers.hubspot.com/docs/api-reference/latest/overview. These APIs are based on the latest v3 or v4 APIs, so if you were already using the latest version of an API you can update to the date-based version by updating the URL you are using.

  The /2025-09/ CRM APIs announced at INBOUND 25 are still supported and will become unsupported with the release of /2027-03/.

  Current v4 APIs will be supported until March 2027, and will become unsupported with the release of /2027-03/. Current v1-v3 APIs will continue to work as well, with the support timeline to be announced at a later date.

  Questions or comments? Please let us know by joining the discussion in our community.

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• Mar 27, 2026

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  Hubspot Developers by Hubspot

  March 2026 Rollup

  Hubspot Developers releases March 2026 updates that improve app object visibility, speed up App Card reviews, and add new public betas for Data Studio file ingestion, Conversations API enhancements, and a new Connection Insights tab for tracking app activity and API usage.

  This month's rollup introduces exciting updates designed to streamline developer workflows and enhance visibility. Key highlights include the ability to view app objects directly within the Data Model Builder and a faster, video-based review process for App Cards. There are also three new public betas: a File Ingestion API for bringing raw tabular data into Data Studio, substantial feature enhancements and reliability fixes for the Conversations API, and a new Connection Insights tab to help you monitor app and integration activity at a glance.

  Developer Updates for March 2026

  New features for app objects: View in data model builder and add pipeline rules

  To help you make the most of app objects, you can now view them in your data model builder alongside standard CRM objects and custom objects. This helps you understand how app objects interact and are associated with other CRM objects.

  There are also three new pipeline rules for app objects. These rules can be configured individually in the app object’s settings:

  • Limit record creation to specific stages
  • Restrict records from skipping stages
  • Restrict records from moving backwards

  Adding pipeline rules ensures everyone in an account follows standard processes.

  App card review updates

  The App Card Review Program is being updated with an improved process for reviewing and approving CRM UI extension app cards submitted by marketplace partners before they go live. This updated process replaces a longer, more complex review with a standardized, video-based submission and evaluation.

  The current process requires that a HubSpot review team be added as a super admin to a test account with the app card installed.

  The updated process still begins with submitting the review form, but replaces the super admin manual review with an updated testing video review. The video must cover the complete functionality of the app card, as it will be reviewed against our updated quality categories and requirements.

  This updated process will lead to more consistent feedback for partners, as well as a faster turnaround on marketplace applications. Please check the listing requirements and process documentation for more details as this new process is rolled out in the near future.

  Public Betas

  New file ingestion API beta for Data Studio

  You can now use a new File Ingestion API that enables developers to upload static tabular data (CSV, XLS(X), TSV) as reusable data sources in HubSpot’s Data Studio. This API provides a developer-friendly, schema-agnostic way to bring structured data into HubSpot without mapping it to CRM objects.

  What's new?

  New endpoints:

  • Create a data source: POST /data-studio/data-source/beta/
  • Update (overwrite) a data source: PUT /data-studio/data-source/2026-9-beta/{datasourceId}
  • Retrieve a data source: GET /data-studio/data-source/2026-9-beta/{datasourceId}
  • Delete a data source: DELETE /data-studio/data-source/2026-9-beta/{datasourceId}

  Key capabilities introduced:

  • API-Driven File Imports: Upload CSV, XLS, XLSX, or TSV files (up to 512 MB) into Data Studio as named, reusable data sources.
  • Schema-Agnostic Ingestion: Load raw tabular data without mapping to CRM objects.
  • Flexible Column Typing: Define column data types explicitly using supported types:
    • STRING
    • INTEGER
    • DECIMAL
    • DATE (YYYY-MM-DD)
    • DATETIME (ISO 8601 format)
    • BOOL
  • Overwrite-Based Updates: Update an existing file-based data source by uploading a new file.
    • The new file must include all existing fields.
    • Additional fields may be added.
    • Existing fields cannot be removed.
    • If no new configuration is provided, the existing schema is retained.
  • Non-CRM Focus: This API is purpose-built for general datasets in Data Studio and is not tied directly to CRM object schemas.

  What does this mean for developers?

  Developers can now define a reusable external data source and programmatically manage it through the API.

  To update data:

  • Create a data source using POST /data-studio/v1/data-source
  • Upload a new file via the versioned PUT endpoint to overwrite the existing data
  • Ensure the updated file maintains schema compatibility.

  All files uploaded to the same data source must maintain a consistent schema. Missing existing fields will cause the update request to be rejected. This API provides a dedicated pathway for managing non-CRM datasets in Data Studio and may serve as a forward-looking alternative to the Imports API for relevant use cases.

  Note: Developers managing non-CRM datasets in Data Studio should use this API instead of (or alongside) the Imports API where appropriate. Ensure:

  • Unique datasourceName values within the HubSpot Account
  • Schema consistency across updates
  • All required OAuth scopes are included.

  Refer to the full API documentation for complete details on requests and responses.

  Conversations API beta enhancements

  The latest Conversations API (BETA) update includes several of your top-requested enhancements, important reliability fixes, and a Help Desk sunset reminder. Below is a complete breakdown of what’s changing, why it matters, and what developers can look forward to.

  What's changing?

  New Features:

  • Assign or Unassign a User to a Thread: Developers now have direct access to assigning users to threads. This can be helpful if you have designed a bot to respond to messages, but need to hand the conversation off to a human.
    • PUT conversations/v3/conversations/threads/{threadId}/assignee
    • Accepts a JSON object with a single ‘actorId’ element in the request
    • DELETE conversations/v3/conversations/threads/{threadId}/assignee
  • Identify what type of inbox: Inbox endpoints now include a type property to indicate whether a lowercase i inbox is a Conversations Inbox or a Help Desk:
    • Values are INBOX or HELP_DESK
    • Applies when resolving a lowercase i inboxId
  • Check whether a thread is associated with a ticket: Thread endpoints now support explicitly requesting ticket association data:
    • New optional query param: association=TICKET
    • Available on the GET threads and the GET single thread endpoints
    • Responses may include a threadAssociations array with the associatedTicketId property

  Retrieve all threads for a specific ticket:

  You can now fetch threads associated with a given ticket:

  • New optional query param on GET threads: associatedTicketId=12345
  • Supports sorting by id and latestMessageTimestamp
  • Enables common Help Desk workflows, such as “show all conversations for this ticket”.

  New actor type: L (LLM): GET actor endpoints now expose actor type L (short for “LLM”), representing HubSpot’s Customer Agent.

  Bug Fixes:

  Several issues have been resolved to improve consistency and reliability across thread retrieval and messaging:

  • threadStatus filtering now works reliably in all cases.
  • Resolved inconsistent behavior when filtering by inboxId and sorting by latestMessageTimestamp.
  • All threads now return when filtering by associatedContactId (previously only OPEN) and sorting by latestMessageTimestamp.
  • Removed user-level permissions check that previously resulted in POST message requests to Help Desk Channels failing.
  • Resolve the issue preventing the retrieval of more than 100 messages when timestamps were identical.

  Sunset Reminder:

  Help Desk is moving away from the legacy internal thread comments feature (shared with Conversations Inbox) and transitioning to Notes. As a result, posting and retrieving thread comments via the Conversations API will be sunset for Help Desk-connected channels. Developers should instead use:

  • Notes API (to create/read notes)
  • Associations API (to associate Notes with Tickets)

  Important Note: Thread comments will continue to work for Conversations Inbox. For full details and timelines, see the dedicated sunset announcement here.

  What does this mean for developers?

  The Conversations API enables Smart CRM use cases such as exporting or archiving conversations, analyzing unstructured customer interactions with AI, mirroring Inbox or Help Desk conversations into external tools like Slack, supporting internal collaboration via comments or Notes, and powering translation workflows. Developers can discover inboxes and channels, retrieve and filter threads and messages, and post outbound messages and internal comments (Inbox only). For more information, please refer to HubSpot’s Developer Documentation.

  Connections insights

  Connection Insights is a new tab in Connected Apps that provides a high-level, centralized view of how your apps are behaving across HubSpot, at a glance. It brings together global insights about app activity, automation involvement, disconnect history, and API usage. From this tab, you can see:

  • Automation insights: High-level signals that show how apps interact with automation, helping explain downstream behavior and linking you to relevant automation tools when needed.
  • Record Insights: Get visibility into how your connected apps are interacting with CRM records by tracking record events (such as creates and updates) over time. Quickly understand which integrations are most active, how activity is trending, and which apps are driving the most changes in your CRM data.

  This feature is currently in public beta. See the product notification for more details.

  Questions or comments? Please join us in our developer forums.

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• Mar 27, 2026

  • Date parsed from source:
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  Hubspot

  Commerce Hub Release Roundup #1: Big Releases, Bigger Things Coming

  Hubspot expands CPQ and billing with native revenue lifecycle management, contract-based renewals and changes, workflow quote automation, quote activity triggers, primary quote selection, credit memos, invoice workflow creation, and clearer Canadian tax breakdowns.

  CPQ → native revenue lifecycle management in your CRM (Private beta)

  Manage Renewals and Changes with HubSpot Contracts.
  CPQ connects to the new Contract object for accurate revenue reporting and managing the customer lifecycle all inside HubSpot.

  Problem:

  Businesses currently rely on manual, fragmented processes and external systems to manage contracts and visualize revenue, leading to errors, missed revenue opportunities, and poor customer management.

  Solution:

  With HubSpot Contracts, businesses can initiate, modify, and renew ongoing agreements and manage revenue in one place, increasing accuracy, reducing admin overhead, and providing actionable insights. Accepted quotes automatically generate contract objects, which can be used to spin off change quotes for upgrades, downgrades, and mid-term changes, plus renewal quotes for new terms. HubSpot Contracts includes built-in calculations for TCV, ACV, MRR, and ARR, plus a history tab for tracking changes over time.

  Request access

  Other CPQ enhancements

  Use Workflows to Create a Quote (Live)

  Customers can now automatically create a quote or renewal quote in draft status using a workflow action, which addresses a long standing customer request with 400+ upvotes in our community forum.

  Create Quote Action in Workflows

  Creating Renewal Quotes Action in Workflows

  Create workflows based on Quote activity (Live)

  Quote activity events are now exposed in workflows, so teams can automate real-time notifications when quotes are viewed, expired, and more — no more manual monitoring.

  Select a Primary Quote on a Deal Record (Live)

  You can now enable a primary quote association on deals!

  Problem:

  Deal amounts only update based on the most recently published quote NOT when a quote is accepted, leading to discrepancies in forecasting data.

  Solution:

  Enable a primary quote association on deals that update the deal line items & amount based on the accepted quote OR (in the absence of an accepted quote), the most recently published quote

  Note:

  Not yet available for legacy quotes

  Choose between legacy and Commerce Hub quote creation — from one place (Live)

  Customers with a Commerce Hub seat can now create both Legacy and Commerce Hub Quotes based on their settings, supporting a smoother transition experience.

  Note:

  This does not enable legacy quotes for net-new Commerce Hub customers.

  Big news for our Billing customers

  Credit memos (Live)

  Issue credits and apply to invoices inside HubSpot!

  Problem:

  Merchants have been managing post-invoice adjustments outside HubSpot, creating inconsistent data and making reconciliation harder.

  Solution:

  With credit memos, merchants can now issue credits in HubSpot — from scratch or from an invoice — and apply them to the original invoice or save as available credit for a future invoice, with a full application trail.

  Create one-time invoices from quotes or deals with workflows (Public beta)

  The Convert to Invoice workflow lets teams automate invoice creation directly from a quote or deal, making billing faster, more consistent, and ready for final review before sending.

  Join beta

  Edit non-balance changing properties on one-time invoices after payment (Public beta)

  Finance and operations teams can now edit invoice details on partially paid or paid one-time invoices — as long as the change doesn't affect the amount due — keeping records accurate without recreating invoices.

  Check back for price impacting edits coming to private beta soon!

  Join beta

  Canadian federal and provincial tax breakdown on quotes, invoices, checkout and emails (Live)

  Federal and provincial Canadian sales taxes now display as separate line items for buyers in British Columbia, Quebec, and Manitoba, helping businesses comply with provincial laws.

  Note:

  Available for customers using automated sales tax. Not available with manual tax rates.

  Want to catch up on all the latest product updates?
  Log into your HubSpot account, click your account dropdown in the top right, and select "Product Updates" to see what's new.

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• Mar 25, 2026

  • Date parsed from source:
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  Hubspot

  Top HubSpot Product Updates for March 2026

  Hubspot ships March product updates that expand workflow automation, boost Customer Agent with image understanding and language controls, add AI-powered Breeze reporting, and improve admin tooling with CSV team imports and new Connected Apps insights.

  HubSpot shipped a solid batch of updates this month across workflow automation, AI reporting, Customer Agent, and admin tooling. Let’s dig into the highlights.

  1. Workflow Improvements

  Workflows got three updates this month that cover maintenance, deal setup, and meeting automation.
  • Revert to a prior revision
  • Automatically add line items to deals
  • Trigger workflows from meeting records (Public Beta)

  Revert to a prior workflow revision
  If you’ve ever made a change to a live workflow and immediately regretted it, this update is for you. Open View > Revision history in the workflow editor to see a full log of past changes, who made them, and when. Select “Revert to revision” to restore any earlier version. The revert creates a new revision entry, so you can roll back again if you need to. It makes iterating on complex workflows much less risky.
  Note: Reverts are not supported for Webhook and Custom Code actions.
  Availability: All products, Professional+

  Automatically add line items to deals using workflows
  Workflows now include an “Add line item to deal” action. In any deal-based workflow, pick a product from your library, set a quantity, and it gets attached to the deal automatically when the workflow runs. For teams that apply consistent products to deals (onboarding packages, setup fees, standard bundles), this cuts out a repetitive step and reduces the chance of something getting missed.
  Availability: All products, Professional+

  Trigger workflows from meeting records (Public Beta)
  Meeting records and properties can now be used as workflow triggers and criteria. You can build a workflow that fires when a meeting is booked, filter by meeting type, and kick off follow-up actions from there. For example, when a demo gets scheduled, automatically create a deal and assign it to the meeting owner. It keeps deals moving without reps having to remember the next step.
  Availability: All products, Professional+

  1. Customer Agent Improvements

  Customer Agent got three important updates this month. The agent can now understand images, respond in the languages you choose, and the overall setup experience got a full navigation redesign.
  • Customer Agent can now read images customers share in chat
  • Control which languages the agent responds in
  • A redesigned navigation makes setup and management more intuitive

  Customer Agent can now read images
  A lot of customers find it faster to send a screenshot than describe their problem in words. Before this update, the agent would receive those images but couldn’t actually use them. Now it can read and respond to images customers attach mid-conversation, which cuts down on back-and-forth and helps the agent give better answers on the first try.
  Availability: All products, Professional+. HubSpot Credits required.

  Control which languages Customer Agent responds in
  Customer Agent has always auto-detected the customer’s language and replied in kind. That works well in many cases, but it can also create a false impression. If your agent responds in Japanese, visitors may reasonably assume you offer Japanese-speaking support or a localized product, even when you don’t. You can now go to the Customer Agent identity page and pick the specific languages the agent should use. Leave it blank and auto-detection continues as before.
  Availability: All products, Professional+. HubSpot Credits required.

  A clearer navigation for Customer Agent setup and management
  Customer Agent has a new left-hand navigation organized around five stages: Overview, Define, Train, Deploy, and Analyze. First-time setup now has a clear starting point and logical progression. Managing an existing agent is easier too, with a dedicated place to review performance and make changes without hunting through multiple sections. Every page includes Breeze Assistant for in-context help on setup questions and best practices. Everything that existed before is still there, just better organized.
  Availability: All products, Professional+. HubSpot Credits required.

  1. Breeze AI Reporting

  Breeze got two reporting upgrades this month, one live and one in beta, that together move HubSpot closer to a world where you ask a question and get an answer without building a report from scratch.
  • Breeze Assistant can now generate multi-object reports
  • Create reports with AI directly from the Reporting page (Public Beta)

  Breeze Assistant can now generate multi-object reports
  Breeze can now answer questions that span multiple objects in the CRM. That matters because most real reporting questions aren’t single-object questions. Which contact sources lead to the most closed-lost deals? Which campaigns drove meetings that turned into opportunities? Until now, getting answers required navigating the Custom Report Builder and connecting things manually. Now you ask Breeze in chat and it writes a unified query, reasons across object relationships, and returns a structured answer in one response.
  Availability: All products, Professional+.

  Create reports with AI directly from the Reporting page (Public Beta)
  There’s now a “Create report with AI” option on the Reporting page. It opens Breeze Assistant in a side panel where you describe what you want in plain language and get a report back through chat. Single-object reports are supported today, with multi-object support coming soon.
  Click “Edit in report builder” at any point to open the result in the standard builder and keep working on it. Worth noting: opting into this beta removes the previous “AI generated report” option. You can leave the beta to restore it, but that older experience will eventually be retired in favor of this one.
  Availability: All products, Professional+.

  1. CRM and Admin Improvements

  Three updates this month for admins managing larger HubSpot accounts.
  • Bulk-create teams via CSV import
  • Granular approval controls for CRM write actions in agents
  • Connection Insights: a centralized view of app behavior (Public Beta)

  Bulk-create teams via CSV import
  Admins can now bulk-create HubSpot teams, including nested hierarchies, by uploading a CSV. Previously, building out a team structure meant creating each team manually, one at a time. For larger orgs, that could take days. With Teams Import, you prepare a spreadsheet and your entire structure is generated in minutes. HubSpot provides an example file to help you get the format right.
  Availability: Smart CRM Professional and Enterprise

  Granular approval controls for CRM write actions in agents
  Agent configuration now shows separate “Read” and “Write” checkboxes for each CRM tool. For write tools, you can toggle whether a human approval step is required before anything executes. Turn it on and the workflow pauses for review before writing to the CRM. Turn it off and it runs without interruption. A tooltip explains the controls in context, and the whole thing lives in the agent configuration page with no other settings to change.
  Availability: All products, all tiers

  Connection Insights: a centralized view of app behavior (Public Beta)
  Connection Insights is a new tab inside Connected Apps that pulls together a high-level view of how your integrations are behaving across HubSpot. You can see which apps are driving workflow automations, how integrations are interacting with CRM records over time, and which connected apps have workflow actions you haven’t used yet. It’s read-only and designed to give you enough signal to know where to look next, without having to piece it together from multiple places.
  Availability: All products, all tiers

  March’s updates show continued investment in reducing manual work across the platform. Workflows are handling more of the repetitive stuff, Breeze is getting better at answering real business questions, and Customer Agent is becoming easier to configure and more useful in practice. A lot of this month’s work is about closing gaps that admins and ops teams have been working around for a while.

  Want to catch up on all the latest product updates? Log into your HubSpot account, click your account dropdown in the top right, and select “Product Updates” to see what’s new.

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• Mar 25, 2026

  • Date parsed from source:
    Mar 25, 2026
  • First seen by Releasebot:
    Mar 27, 2026
  

  Hubspot

  The March 2026 Industry Edit: Essential HubSpot Updates

  Hubspot rolls out March product updates across sales, marketing, service, and ops, adding workflow-driven invoicing, AI quote content, full Canva editing, email export and cloning, a rebuilt customer portal, custom ticket messages, enhanced user imports, and Breeze reporting.

  The product teams have been busy. March brings a solid wave of updates across sales, marketing, service, and ops, and a few of them are genuinely worth stopping what you're doing to check out. The February 2026 Product Updates roundup and early March announcements provide a full view of what has changed.

  Below is a breakdown of 2–3 specific updates for different industries and why they matter for your daily workflow.

  Missed last month's highlights? Check out the February 2026 Industry Edit here.

  Pro Tip: If you want to see exactly what’s live in your specific portal, just click your profile picture → Product Updates. It’s the easiest way to see what’s in Beta or coming down the pipeline for your specific tier. Just a heads-up: some of these features are in "Public Beta," so you’ll need to officially opt in from that screen to start using them. You can check out this Knowledge Base article if you need a walkthrough.

  Sales & Commerce

  Revenue teams, this one's for you. March brings tighter billing workflows and better contract visibility.

  • Create One-Time Invoices from Quotes or Deals with Workflows: Convert quotes or deals into draft invoices automatically. Less manual entry and fewer handoff errors between sales and finance.

  • Manage Renewals with HubSpot Contracts (Private Beta): Track the entire customer lifecycle, from the first deal to every renewal. Automatically generate contracts from quotes and manage mid-term changes like upgrades or pricing adjustments directly in HubSpot.

  • Auto-generate quote content sections: AI drafts your cover letters and executive summaries using deal activity like meeting transcripts and emails. A strong starting point, not a replacement for your voice.

  Marketing & Content

  Speed and consistency are the name of the game this month.

  • Full Canva Design Experience in HubSpot: The Canva integration now gives you the full editing suite, including AI tools and brand kits, without having to switch between tabs. Create and distribute in one workflow.

  • Export Marketing Emails to PDF and HTML (Public Beta): Easily share email designs with stakeholders who don't have HubSpot access or archive them for compliance and recordkeeping.

  • Clone Marketing Emails with Simple Workflows (Public Beta): Scale your outreach effortlessly by automating the creation of marketing emails. You can now use a workflow action to clone an existing marketing email, allowing your team to quickly generate template-based variants for different campaigns or segments without manual duplication.

  Service & Support

  Faster resolution starts with better tools. These updates reduce friction for both your team and your customers.

  • Updated Customer Portal Powered by CMS (Private Beta): Rebuilt on the CMS App with improved search, ticket filtering, and full conversation thread visibility. A noticeably cleaner experience for customers managing their own requests.

  • Custom Ticket Automation Messages (Private Beta): Move beyond standard "received" and "closed" messages. You can now create custom automated emails for various ticket statuses or specific workflow branches.

  • Screen Capture in Chat Widget (Public Beta): Customers can now take and attach screenshots directly from the chat widget on desktop and tablet. Fewer back-and-forths to understand the issue.

  Operations & Admin

  For those keeping everything running behind the scenes.

  • Enhanced User Imports: Set up job titles, managers, teams, and custom user properties in bulk, all in a single import. This is a real time-saver for larger team reconfigs. Go to Settings > Users, then select Import Users. Download the updated import spreadsheet template and add columns for any fields you want to configure.

  • CRM Tool Approval Controls: Admins can now require or skip reviews for specific CRM write tools used in agent workflows. This granular control builds trust in automated processes by ensuring critical data changes are always reviewed.

  • Breeze Assistant for Reporting: Build complex multi-object reports using natural language. Simply ask Breeze Assistant your business questions, and it will generate the structured data you need.

  For Any Industry: How to actually stay on top of this

  You don't need to read every single release note. Two quick habits will keep you ahead of the curve:

  • Ask Breeze: If you’re curious about a specific tool, just ask: "What’s the latest on the Help Desk?" and let it summarize the updates for you.

  • The "New To You" Tab: Under Profile → Product Updates, you’ll find a ‘New to you’ filter. It’s the fastest way to see what has actually changed in your portal since you last logged in.

  Which one's on your radar? Let us know in the comments!

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• Mar 23, 2026

  • Date parsed from source:
    Mar 23, 2026
  • First seen by Releasebot:
    Mar 23, 2026
  

  Hubspot Developers by Hubspot

  New Confirmation Step for Unverified Third-Party App Installs

  Hubspot Developers adds a confirmation dialog for unlisted or unverified third-party app installs, helping users review and approve connections before installation. Listed Marketplace apps and private apps stay unchanged, while developers are encouraged to clarify app details and scopes for trust.

  We’ve added a confirmation dialog when HubSpot users install third-party apps that haven’t been reviewed by HubSpot’s Marketplace quality team. This helps users make informed decisions about connecting third-party apps to their accounts.

  What’s changing?

  When a user installs an unlisted or unverified app that hasn’t been reviewed by HubSpot’s Marketplace Ecosystem Quality team, HubSpot will now:

  • Show a confirmation dialog before completing the installation.
  • Ask for confirmation that you want to connect this unverified app to your account.
  • Only proceed with the install after you confirm.

  Please note that the install flow for Marketplace apps that are listed and approved remains unchanged. Private apps created for your own portals are also unaffected.

  What does this mean for developers?

  If your app is unlisted or unverified, users will now see this extra confirmation step. To help them feel confident approving the install, make sure your app name, description, and requested scopes clearly communicate what your app does and why it needs access.

  If you haven’t already, please consider listing your app in the Marketplace and conducting a quality review to give your app users a smoother, more trusted install experience. This does not apply to Tech Partner Program members.

  Questions or comments? Join us in the developer forum for a peer-to-peer discussion.

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• Mar 16, 2026

  • Date parsed from source:
    Mar 16, 2026
  • First seen by Releasebot:
    Mar 17, 2026
  

  Hubspot

  Release Notes - Q1 26 Product Community Release

  HubSpot releases Q1 Community Release Notes highlighting three product updates: a LinkedIn share button for Ideas posts that opens a prefilled composer, privacy improvement hiding biographies from anonymous visitors, and a footer redirect cleanup to improve load times and SEO, signaling a quarterly cadence.

  Welcome to the Q1 Product Community’s Release Notes! We're switching to quarterly releases this year as we ramp up for larger Community projects. Stay tuned!

  What's New

  • LinkedIn share button for Ideas posts
    You can now share Ideas posts to LinkedIn in two clicks. The button opens LinkedIn's composer pre-populated with the Idea title, link, and preview—no more copy-pasting. This makes it easier to amplify product suggestions and share Product team updates with your network.

  • Spam prevention: User biographies hidden from anonymous visitors
    We've seen increased spam in user bios that hurts Community credibility. Biographies are now only visible to logged-in members, making them invisible to crawlers and less attractive to spammers.

  • Tech SEO: Footer redirect cleanup
    We identified and fixed a large number of redirect URLs in the footer and other high-visibility page elements. These links now point directly to their final destinations, which improves page load performance and search engine crawling efficiency.

  We Value Your Feedback

  We value your feedback and use it to improve our platform. Please take a few minutes to submit your ideas and help us make our platform even better.

  Thank you for your continued support!
  The HubSpot Community Team

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