Quoting should help you move faster, stay on brand, and protect margin, not force tradeoffs. This week’s roundup brings Commerce CPQ two big steps forward: custom-coded modules for more flexible, tailored quote experiences, and Quote Rules for more control over what reps can configure and send.

Together, these features help you deliver quotes that look the way your business needs and behave the way your sales process demands.

Build quotes around your business with Custom-coded Modules (Public beta)

For admins, developers, and solutions partners, custom-coded modules open up new ways to shape the buyer experience inside the quote.

You can create custom quote sections that reflect your brand, process, and business model, whether that means richer product storytelling, interactive experiences, tailored terms, or more specialized layouts. Instead of forcing every deal into the same format, you can build quotes that better match how you sell.

For customers with more advanced needs, this is a major unlock: more flexibility, more customization, and more ways to create a polished quote experience that fits your business.

Watch the demo

Set quote guardrails without slowing down sales using Quote Rules (Private beta)

Quote Rules helps your team bring more consistency and control to the seller side of quoting.

With Quote Rules, you can guide reps in real time as they build quotes, helping prevent mistakes before they reach the buyer. That means more confidence around product combinations, pricing guardrails, and packaging logic, without relying on manual checks late in the process.

For growing teams and more complex sales motions, this helps reduce rework, protect deal quality, and keep quotes moving forward with the right controls in place.

Watch all 3 the demos!

Product Rules Block Scenario

Upsell Recommendation Scenario

Discount rules

Note: Quote Rules are available for Commerce Hub Enterprise only

Why this matters

These launches solve two sides of the same quoting challenge.

Custom-coded modules give you more control over the buyer experience: how your quote looks, what it says, and how well it reflects your brand and process.

Quote Rules gives you more control over the seller experience: what reps can configure, what gets flagged, and what should never make it out the door.

Put together, they make Commerce Hub quoting more flexible, more governed, and more capable of supporting how modern revenue teams actually run their business.

Got feedback, questions, or even early examples of how you're using these features as a customer or solutions partner? We’d love to hear about it in the comments.

Original source

Unsupported developer platform + API versioning requirements

We're updating the requirements for listed and certified apps in the HubSpot Marketplace to align with current platform standards and deprecations. These updates ensure that apps stay compatible with HubSpot's evolving platform and APIs, providing customers with a more reliable, secure experience.

HubSpot releases a new version of its developer platform and REST APIs every 6 months (March and September). Each release includes a transition period before previous versions become unsupported. To ensure apps are built on supported, up-to-date platform versions:

• Use of supported versions: Apps must use a currently supported version of HubSpot’s developer platform and APIs (latest version recommended).
• Marketplace listings: New apps built on unsupported platform versions will be rejected from being listed
• Certification & recertification: Apps must be on a supported developer platform and API version at the time of review. A defined remediation window will be provided if updates are required.

Enforcement timeline:

• Starting November 2, 2026:
  • Apps must be on a supported developer platform version (v2025.2 or v2026.03).
  • Apps using legacy apps or Projects 2023.2 / 2025.1
    • will be rejected for new listings
    • Apps undergoing certification or recertification will have ~60 days to migrate to a supported version
• Starting March 2027:
  • v4 APIs will become unsupported
    • Apps undergoing certification or recertification will have ~60 days to migrate

Legacy CRM card deprecation requirements

Legacy CRM cards will be fully deprecated on October 31, 2026. To support this transition:

• Effective immediately, legacy CRM cards are no longer permitted for new app listings, certifications, or recertification submissions.
• If your app currently uses legacy CRM cards, you must migrate to app cards to be eligible.
• All other listed and certified apps must migrate by October 31, 2026.

Uninstall app endpoint usage requirement

For all new app certification submissions and apps undergoing recertification, your app must use the Uninstall App API endpoint:

DELETE /appinstalls/v3/external-install

This endpoint requires an active OAuth access token and fully removes your app from a customer's HubSpot account, including all associated features and webhooks. Upon a successful uninstall, super admins in the account will receive an email notification with a link to reinstall the app if needed.

Apps must use OAuth v3 endpoints

Effective immediately, all new app listings, certification submissions, and apps undergoing recertification, must use the new OAuth v3 endpoints.

OAuth v1 endpoints are being deprecated and will be replaced by the latest OAuth API endpoints, which are exposed in date-based versions:

• POST /oauth/2026-03/token - authorization code & refresh token exchange
• POST /oauth/2026-03/token/introspect - token introspection (access & refresh tokens)
• POST /oauth/2026-03/token/revoke - token revocation (refresh tokens)

Token access and storage security questionnaire

For certification and recertification, developers must now complete a security questionnaire*. This questionnaire will ask a series of questions regarding OAuth token access and storage. Key areas covered include: encryption, access controls, and token lifecycle management.

* The questionnaire extends beyond certification and will also be implemented for other programs, such as requesting access to sensitive data scopes.

Testing credentials no longer required for app listing

As of March 31, 2026, testing credentials no longer need to be provided for app listing submissions.

• This reduces partner effort and improves security by eliminating the need to share and store sensitive login information.
• Instead, demo videos or guided walkthroughs demonstrating core user flows, configuration, and permission usage should be provided.

See the updated marketplace listing requirements and certification requirements for more details.
If you have any questions or comments, please join the discussion in our community.

Original source

Revenue shouldn’t slip through the cracks just because it came in by check, bank transfer, or the “wrong” card. This week's round up highlights new Commerce Hub features for both our payments customers and customers who process their payments outside of HubSpot.

Track payments processed outside of HubSpot (Public beta)

You can now manually record external payments directly within HubSpot — no HubSpot or Stripe payments enrollment required.

That means you can track checks, bank transfers, and other offline payments alongside marketing and sales activities. Create using bulk imports, workflows or the API!

Watch the demo - Payments Object for everyone!

Centralizing these records bridges the gap between your CRM data and actual cash flow, giving sales, finance, and ops teams a complete view of who paid what, when, and how, all from the records they already work in every day.

Store and select multiple payment methods on Contacts! (Public beta)

Many buyers need to use different payment methods depending on the transaction — for example, a credit card for smaller purchases and ACH for larger ones, or separate methods for different assets or locations. Until now, you could only store one payment method per contact, which created friction and errors for teams managing complex accounts.

Watch the demo - Multiple stored payment methods

Now, sellers can see and select all of a buyer’s stored payment methods and choose the right one to charge for each transaction. This reduces back-and-forth, cuts down on billing mistakes, and gives revenue teams the operational flexibility they need when customers own multiple assets or need to pay from different accounts.

Got feedback, questions or early examples of how you're using these features as a customer or partner? We’d love to hear about it in the comments!

Original source

This month's updates are less about new surfaces and more about closing the gap between data you already have and decisions you're not making fast enough. Here's what's worth your attention. The April 2026 Product Updates roundup provides a full view of what has changed.

Below is a breakdown of 2–3 updates per industry and why they matter for your daily workflow.

Missed last month's highlights? Check out the March 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.

B2B SaaS

• Answer Engine Optimization [AEO] (Public Beta): Your buyers are asking AI tools like ChatGPT, Perplexity, and Gemini "what's the best tool for X?" before they ever run a Google search. AEO shows you when your brand appears in those answers, when competitors show up instead, and which content to prioritize so you stay in the consideration set.
• Create calculation properties using Breeze: Metrics like "days from signup to activation" or "time in trial before conversion" are critical for SaaS, but building calculated properties has always required knowing the formula syntax. Now you describe what you want in plain language and Breeze generates it. You refine, save, and move on.

Marketing

• Monitor Reddit Conversations and Social Insights Directly in HubSpot (Public Beta): You can now publish posts to subreddits, reply to comments, and track performance metrics like post score without leaving HubSpot. If your audience is active on Reddit, this closes the loop between where conversations happen and where your CRM data lives.
• Video Editor expansion: This tool allows you to trim videos, add trending TikTok audio, and manage captions, all without leaving the social composer.
• Make Campaigns Automatable in Workflows: Trigger workflows based on campaign-level data, including spend, revenue, and influenced contact events. If you've been managing campaign follow-up manually, this is the update that changes that.

Sales

• Prospecting Agent: This outbound agent identifies in-market companies based on buying signals like growth, hiring activity, and funding rounds, then sources contacts via ZoomInfo or Apollo. It handles the top-of-funnel research so your reps can spend time on conversations, not list building.
• Notetaker with Smart Deal Progression (Public Beta): After every recorded call or meeting, Smart Deal Progression suggests CRM updates, surfaces next steps, and drafts follow-up emails. Complex deals stall when notes live in people's heads. This keeps stages, amounts, and next steps accurate so pipeline reviews reflect what's actually happening.

Service & Operations

• Customer Agent Multi-Brand Support (Public Beta): Organizations with multiple brands can now create distinct AI agents for each, with separate brand voices, knowledge bases, and routing logic. Context from one brand won't bleed into another. If you've been running a single agent across different products or audiences, this is the update to prioritize.
• Onboarding Plans: Enabling the Projects object in a Service Hub portal now creates a dedicated onboarding pipeline and project type, shareable with customers via the customer success portal. Client onboarding steps that live in spreadsheets are invisible to your CS team and your customers. This brings them into HubSpot so progress, ownership, and next steps are in one place.
• Assigning Tasks to Customers: You can now assign tasks directly to contacts at a customer's company using a new "Assigned to: customer" option and a dedicated field for assigned customer contacts. Implementations slip when client-side tasks like access provisioning or content approvals aren't tracked anywhere. This gives your CSMs a single view of both internal and client-owned work.

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:

1. 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.
2. 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 changed in your portal since you last logged in.

Which update is most relevant to your team? Let us know in the comments.

Original source

Every dollar, every way: new updates for Commerce payments products

Revenue shouldn’t slip through the cracks just because it came in by check, bank transfer, or the “wrong” card. With new Commerce Hub updates for external payments and multiple stored payment methods, your teams finally get the flexibility they need and the visibility they’ve been missing—right inside the CRM.

Track payments processed outside of HubSpot (Public beta)

You can now manually record external payments directly within HubSpot — no HubSpot or Stripe payments enrollment required.

That means you can track checks, bank transfers, and other offline payments alongside marketing and sales activities. Create using bulk imports, workflows or the API!

Watch the demo - Payments Object for everyone!

Centralizing these records bridges the gap between your CRM data and actual cash flow, giving sales, finance, and ops teams a complete view of who paid what, when, and how, all from the records they already work in every day.

Store and select multiple payment methods on Contacts! (Public beta)

Many buyers need to use different payment methods depending on the transaction — for example, a credit card for smaller purchases and ACH for larger ones, or separate methods for different assets or locations. Until now, you could only store one payment method per contact, which created friction and errors for teams managing complex accounts.

Watch the demo - Multiple stored payment methods

Now, sellers can see and select all of a buyer’s stored payment methods and choose the right one to charge for each transaction. This reduces back-and-forth, cuts down on billing mistakes, and gives revenue teams the operational flexibility they need when customers own multiple assets or need to pay from different accounts.

Got feedback, questions or early examples of how you're using these features as a customer or partner? We’d love to hear about it in the comments!

Original source

HubSpot was founded in 2006. And in 2007, HubSpot released its very first integration with Salesforce - one of the very first on our platform.

Back in the early days, customers used the HubSpot-Salesforce integration mainly to update their CRM with the latest marketing activity in HubSpot. Over time, as our customers grew and matured on the HubSpot platform, our integration with Salesforce steadily deepened. In 2014, HubSpot released our first fully bidirectional object sync. Over time, we added even more: support for more objects, more fields, and different sync settings.

Customer adoption of our Salesforce integration has been astounding. Today, nearly 11,000 HubSpot customers sync their accounts with Salesforce every single day. The Salesforce integration is one of our most active and most critical, because it enables an enormous amount of business value for our customers.

But we think it can be even better.

Last year, our team kicked off a major new project to overhaul our Salesforce integration. Today, I’m excited to give you a full rundown of what we’re doing, how it will improve our customers’ experience on HubSpot, and when and what you can expect.

Welcome to the “v2” project

As I said above, our integration with Salesforce today supports very large and complex data payloads. Not only do we sync a lot of data with Salesforce in the aggregate, but we also modify and transform it, as well as give customers many different options for when, how, and in what way they choose to sync their data.

All of this work relies on a backend data architecture that was last refactored in 2014. That architecture has held up extremely well in the last 12 years. But there are now new tools and methods to process that data that simply didn’t exist back then, and the time has finally come when the customer value is compelling enough for us to go all-in on upgrading it.

Internally, we call this the “v2 Project.” It’s a near-complete refactoring of the backend architecture, including workers, logic definitions and sync pipelines that process and enable the exchange of our customers’ data with Salesforce. The v2 platform is already operational and has been processing live customer data now for several months. This year, in 2026, we are planning to move more of Salesforce data processing over to the v2 platform.

Benefits of the v2 platform

Architectural improvements on the v2 platform enable us to provide several major feature enhancements right off the bat for every object sync that runs on it:

• Enhanced de-duplication: de-duplicate based on any field, not just email address
• Owner field sync: customers can now sync owner fields
• Support for unique IDs: customers can use a unique ID for record identification, not just email addresses
• Fewer sync errors, more gracefully handled; faster resolution
• Inclusion lists: we can now support inclusion lists for any object on the v2 platform

We began development on the v2 platform with support for custom objects, tickets, and activities. Today, all of these syncs run completely on v2 (as opposed here to the legacy engine) for all customers.

One architectural feature of the legacy platform was elaborate and hardcoded logic paths. These are not only time-consuming for our team to interrogate when sync errors occur, but ironically, they sometimes even trigger many of those errors themselves. By simplifying and reformatting much of this logic, which governs how object data is synchronized, we will not only reduce the number of errors generated, but also the amount of time required to investigate them when they crop up. This will result in a much better customer experience and faster support resolution times.

The release plan

Last month, we launched support for company objects on the v2 platform, and customers can upgrade themselves for this right now.

In addition to all of the features above included with v2, for the company object specifically, one major new feature now unlocked is the ability to merge company objects. “Company merge” has been one of our top-requested features for years, and it simply was not possible on the legacy platform - and now it is. When customers merge company records in Salesforce, those merges will now be reflected in HubSpot if the customer has upgraded to the new company sync.

Next up, our team is now hard at work on the deal object. We plan to launch support for deal objects on the v2 platform in the coming weeks. At that time, they too will get all of the features listed above included on the new platform.

That leaves the contact object, which is the largest and most complex object by far. Our team plans to work on supporting contacts on the v2 engine through Q2, with an estimated beta planned for Q4 of this year.

Once support for the contact object is fully released on the v2 engine, we will begin a migration period for customers to move fully to the new platform. The goal will be full deprecation of the legacy sync engine by mid-2027.

On the v2 sync engine, customers can expect a faster, more resilient and flexible data sync with their Salesforce data, fewer errors that are easier to resolve, and faster feature enhancements from our product team at HubSpot. We’re excited to get started with the next iteration of the Salesforce integration to help our customers grow better.

Original source

Now Live

AEO: Track and improve your brand visibility in AI-powered search

AEO is now available in Marketing Hub Pro and Enterprise, so you can track how often your brand appears in answers from ChatGPT, Perplexity, and Gemini, compare against competitors, and act on content recommendations without leaving HubSpot. You get prompt-level visibility, daily tracking, and connected content tools to close gaps faster.

Availability:
Live for Marketing Hub Professional and Marketing Hub Enterprise.

Breeze Assistant: new ways to work across HubSpot

Breeze Assistant expanded into more surfaces and workflows so teams can keep AI support closer to where work happens.

• Projects: Group related chats with shared instructions and connected knowledge so Breeze stays consistent across an initiative.
• Write and send 1:1 emails: Ask Breeze to draft or reply to emails using CRM data, prior threads, and templates, then insert a ready-to-send message into the CRM composer.
• In Slack: Mention Breeze in Slack to summarize records and threads or create HubSpot tasks and notes directly from conversations.
• In HubSpot Mobile: Access Breeze on the go from the HubSpot mobile app, with synced chat history and CRM-aware answers.
• Create reports with AI: From Reporting, choose “Create report with AI” to use Breeze Assistant to define and generate single- or multi-object reports, then open them in the right report builder.

Availability:
Live for all hubs and tiers where Breeze Assistant and Reporting are supported; see each rollout page for exact hub and tier details.

Data Agent: required and optional tokens for prompts

Data Agent prompts can now use multiple tokens with explicit required/optional flags, so prompts only run when critical context is present and skip cleanly (without charging credits) when required data is missing.

Availability:
Live for HubSpot Credits customers across Commerce Hub, Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub Starter+, and Smart CRM Professional and Enterprise.

Data Studio: smarter columns and source alerts

Two sets of Data Studio enhancements make it easier to trust and maintain datasets:

• Smart column previews: When you add a smart column powered by Data Agent, you now see example output before saving so you can refine prompts with less risk.
• Source alerts: Data Studio now surfaces alerts when data sources have issues (like expired credentials), with guidance on what to fix in the source management tab.

Availability:
Live for Data Hub Professional and Data Hub Enterprise.

HubSpot MCP Server: secure CRM access for external AI tools

The HubSpot MCP server (remote) is now GA, giving any MCP-compatible AI client structured, permission-aware read and write access to HubSpot CRM via natural language. It includes support for core CRM objects, engagements, segments, campaigns, and content, and respects user permissions and sensitive data settings.

Availability:
Live for all HubSpot accounts; developers need an MCP client that supports OAuth with PKCE.

Connect Breeze Agents with G2, Linear, Gong, and Amplitude

Breeze Agents can now use additional MCP servers to pull context and take actions in G2, Linear, Gong, and Amplitude, all via plain-language prompts. This lets your agents research software, manage issues, analyze calls, and query product analytics without leaving HubSpot.

Availability:
Live for Commerce Hub Professional/Enterprise, Content Hub Starter+, Marketing Hub Starter+, Data Hub Starter+, Sales Hub Starter+, Service Hub Starter+, and Smart CRM Professional/Enterprise.

Connect live G2 Buyer Intent to Breeze Agents

The G2 MCP for HubSpot pipes live G2 buyer intent and review data into Breeze Agents so reps can see what prospects are researching, which competitors they’re evaluating, and what real buyers are saying before they reach out.

Availability:
Live for customers with Professional or Enterprise HubSpot subscriptions using Breeze Agents and G2 Buyer Intent (add-on).

Conversational context limits add-on

HubSpot is now metering how many conversational records (calls, meetings, emails, chats) are analyzed per month for AI features like Smart CRM cards and brand identity. Most portals won’t hit the included limits; high-volume accounts can purchase an add-on to increase capacity without sacrificing AI capabilities.

Availability:
Live for all paid hubs and tiers; add-on purchase required to expand limits.

Knowledge Vault: connect HubSpot knowledge base and index inline images

Knowledge sources are now richer and easier to connect:

• Connect HubSpot Knowledge Base: You can attach entire HubSpot knowledge bases as sources for Knowledge Vaults so Agents and Assistants can draw directly from your latest support content.
• Inline HTML images: When you publish or update knowledge articles, blogs, landing pages, or site pages, up to ten inline images are extracted, described, and indexed so Agents and Assistants can reason over visual content, not just text.

Availability:
Live for all hubs and tiers.

Buyer Intent: more signals and richer context

Buyer Intent received multiple signal-level improvements to help GTM teams act earlier and with more context:

• Three new company news signals for Attends Event, Product Development, and Client Signing, giving sales and marketing timely reasons to reach out.
• Unstructured engagement signals convert conversational insights like Budget and Deal Timing from calls, emails, and notes into actionable company-level signals.
• Expanded signal volume and contact names improve coverage and add named context (for example, which executive was hired), at no extra cost.

Availability:
Live for customers using HubSpot Credits with Buyer Intent.

Prospecting Agent: broader access and daily digest

Prospecting Agent is now easier to try and easier to keep up with.

• Available in Sales Hub Starter: Starter customers can activate Prospecting Agent with a 28-day free trial that doesn’t consume credits, then move to paid recommendations using included Sales Hub Starter credits.
• Daily digest email: Reps now get a 9am daily summary listing contacts with Prospecting Agent–drafted outreach awaiting review, with direct links back into the app.

Availability:
Live for Sales Hub Starter, Professional, and Enterprise (Prospecting Agent).

Customer Agent: safer rollout, better routing, and richer insights

Customer Agent picked up several updates that make AI support safer to deploy and easier to tune.

• Conversation coverage controls: Route only a portion of incoming conversations (for example, 10–50%) to Customer Agent and scale up once you’re confident in performance.
• Conversation volume estimates: When you configure Customer Agent on email or chat channels, HubSpot now estimates how many conversations the agent will handle based on history or similar channels.
• Inline citations in chatflows: Chatflow responses can now show numbered citations that open a sources panel, so visitors can see exactly which article or page the agent used.
• Language switching mid-conversation: Visitors can ask the agent to switch languages (for example, “reply in Spanish”), and it will continue in that language for the rest of the chat if it’s enabled.
• Conversation-based routing for human handoffs: Human handoff workflows can now route conversations based on conversation properties for Inbox-connected channels, not just ticket workflows.
• Lead qualification reporting: A dedicated Leads tab in Customer Agent Insights shows conversations, conversion rate, and the mix of qualified, partially qualified, and not qualified leads, with drill-through to individual chats.
• Draft mode & embedded testing: You can now test changes safely in draft mode with inline testing panels that explain which sources and rules were used before you publish.
• Improved tester “Improve response” panel: The tester now surfaces referenced and potentially relevant knowledge, plus tabs for actions, handoff, and experience, so admins can coach agents in one place.

Availability:
Live for HubSpot Credits customers on Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub Professional/Enterprise, and Smart CRM Professional/Enterprise; see each rollout page for exact hubs.

Help Desk: notes, snooze, capacity, and calling improvements

Service teams get a more coherent, AI-assisted Help Desk experience.

• Notes replace comments: Internal collaboration in Help Desk now uses the same notes object as the rest of the CRM, including @mentions, associations, and Slack/Teams sync, so tickets and records stay in sync.
• Snooze tickets: Reps can snooze tickets (for example, until tomorrow or next week) to temporarily hide them from views, with support for portal-wide or per-user snooze behavior.
• Smarter ticket capacity limits: Capacity limits now focus on work that actually requires attention (not every open ticket), improving load-balanced routing, availability, and chatbot handoffs.
• Assignment details enhancements: A redesigned Assignment Details side panel now walks managers step-by-step through how each ticket was assigned, including availability, capacity, and routing rules.
• Updated calling workspace (beta summarized here for context): The new Help Desk calling experience (in beta) brings live captions, AI summaries, and Breeze Q&A into a single ticket thread.

Availability:
Live for Service Hub Professional and Service Hub Enterprise (see individual rollouts for per-feature details).

Assign tasks to customers

You can now assign tasks to your customers by setting “Assigned To” to Customer and specifying one or more responsible contacts, giving you a single place to track work required from both your team and the customer’s team.

Availability:
Live for Service Hub Professional and Service Hub Enterprise.

CRM record timeline and views: filters, visuals, and defaults

Multiple updates make CRM records faster to scan and easier to personalize:

• Timeline redesign: Pinned and overdue activities now stand out visually, and new filters (direction, owner, timeframe, call outcome, and more) are available across Notes, Emails, Calls, Tasks, and Meetings tabs.
• Quick filter bar redesign: Active filters surface first, a new picker groups properties by type, and an updated editor makes multi-filter management clearer.
• Improved company and contact defaults: Pro+ portals can reset records to new default layouts with Catch-up (Smart CRM insight cards), About, Activities, and Revenue tabs, plus more flexible middle-column sections.

Availability:
Live for all hubs and tiers (timeline and quick filters) and for Professional/Enterprise subscriptions (record defaults).

Segments: membership history and upcoming intro sunset

Segmentation got clearer audit trails and a heads-up about an older experience going away.

• Membership history: Each segment now has a Membership Changes log and optional CRM card showing when and why records were added or removed, so you can troubleshoot unexpected list changes.
• Segments Intro and AI suggestions sunset (May 22, 2026): The Intro tab and legacy AI Segment Suggestions will be retired in May; existing segments remain functional, and AI-powered filters live in the core builder.

Availability:
Live for all hubs and tiers; sunset applies globally.

Meetings: index page, custom properties, and “never log” controls

Meeting data is now easier to manage and govern.

• Meetings index and properties: A dedicated Meetings index shows all meetings (scheduled, synced, or booked), and you can create custom meeting properties for richer reporting and automation.
• Never Log for meetings: The existing Never Log list now applies to meetings as well as email, so events with specified emails or domains are excluded from HubSpot while still syncing others.

Availability:
Live for all hubs and tiers.

Email: editor actions, unsubscribe behavior, sidebars, drafts, and templates

Key email and calendar improvements streamline sending and administration.

• Email management from the editor: You can now clone, translate, move, archive, or delete marketing emails directly from the editor’s File menu without returning to the listing page.
• One-to-one unsubscribe behavior: Unsubscribe links in one-to-one emails now lead to a page for that specific subtype, reducing accidental opt-outs from all communications.
• Improved sidebars: The Gmail Chrome extension and Outlook add-in both now use updated side panels for contact cards and associations, improving readability and keeping more space for your inbox.
• Smart Transfer email templates: Smart Transfer can now migrate email templates from Pardot, Marketo, ActiveCampaign, and Mailchimp so they can be rebuilt in Marketing Hub with AI Email Template Upload.

Availability:
Live across Marketing Hub, Sales Hub, and Service Hub where noted.

Campaigns: deeper automation, assets, and CRM behavior

Campaigns continue to behave more like first-class CRM objects and drive richer attribution.

• Use campaign properties in workflows: You can now use campaign properties and events in workflows—for example, alerting when spend exceeds budget or following up when contacts are influenced by a campaign.
• Associate emails to multiple campaigns: A single marketing email can be associated with multiple campaigns (with UTMs managed accordingly), avoiding clones and fragmented reporting.
• Scheduling pages as campaign assets: You can add scheduling pages to campaigns so meetings booked from those pages are automatically attributed going forward.
• Associate custom objects with campaigns: Enterprise customers can now associate custom object records with campaigns, see Campaign as a first-class CRM object in Data Model Builder, and use campaign properties in segments and conditional logic.
• Multi-campaign reporting: New Analyze views let you report on groups of campaigns at once (by folder, bulk-select, or filter), including attributed contacts and revenue across related efforts.

Availability:
Live for Marketing Hub Professional and Enterprise (with some features available to Pro+ across Studio and Campaigns).

Marketing events: richer object and associations

Marketing events behave more like a standard CRM object and are better connected to the rest of your data.

• Object improvements: A redesigned Marketing Event record page now uses the standard CRM layout with notes, timelines, export options, conditional logic on properties, field-level permissions, single-object reporting, and event-based segments.
• Associations: Marketing events can now be associated with companies, deals, leads, payments, orders, custom objects, app objects, and other marketing events, making it easier to connect event engagement to revenue.

Availability:
Live for all hubs and tiers.

TikTok and Reddit: deeper social + ads coverage

Short-form and community channels are now first-class citizens in HubSpot.

• TikTok organic: Create, schedule, and publish TikTok posts, reply to comments, and see performance alongside your other social channels.
• TikTok Ads: Connect TikTok ad accounts to view performance in Ads, attribute contacts and deals, sync HubSpot audiences, and manage pixels.
• Video editor for Marketing Hub Pro+: The TikTok-ready video editor from Content Hub is now available in Marketing Hub Professional and Enterprise for trimming, branding, adding overlays, and attaching trending TikTok audio.
• Reddit posting and analytics: You can publish to subreddits, reply to comments and brand mentions, and track scores and engagement metrics from within the Social tool.

Availability:
Live for Marketing Hub Professional and Enterprise (see each rollout for specifics).

Reporting & dashboards: goals, unused reports, tags, and recurring shares

Operations and analytics teams get more control over what’s reported where.

• Goals in Custom Report Builder: “Goals” is now a data source in CRB, so you can join goal targets to deals and other CRM objects for quota vs. performance reporting.
• Find unused reports: A new Unused reports view shows reports not viewed in the last six months so you can safely archive or delete clutter.
• Centralized recurring share management: A unified view in reporting settings lets you find and bulk-edit recurring report/dashboard shares, including those owned by deactivated users.

Availability:
Live for all HubSpot Starter, Professional, and Enterprise subscriptions.

Commerce Hub: richer invoicing, payments, and credit memo data

Commerce and RevOps teams got a raft of billing and payments enhancements.

• Billing cards on records: New billing cards on the Revenue tab show payment methods, tax IDs, and billing contacts for companies and contacts.
• Set a default tax rate: You can define a default tax rate in your tax rate library that auto-prefills on line items across quotes, deals, invoices, subscriptions, payment links, and credit memos.
• Invoice–project associations: Invoices and projects can now be associated in both directions, making it easier to report on billed vs. unbilled project work.
• Edit non-balance-changing fields after payment: You can update fields like PO numbers, notes, and recipient emails on partially paid or paid one-time invoices without affecting the amount due.
• Payments object enhancements: Payments now appear in Data Model Builder with configurable associations and labels to standard and custom objects.
• Credit memos as first-class objects: Credit memos now have object settings, can be associated and labeled in Data Model Builder, and are available as a source in Segments.
• Invoices and products in global search: Global search now returns invoice and product records, making it easier to jump directly to key commerce data.

Availability:
Live across all hubs and tiers where Commerce Hub features are available; see individual rollouts for hub and tier specifics.

Quotes: better AI content, signer reassignment, and more secure access

Quote workflows are smoother and more controlled.

• Writing guidelines per section: Admins can add section-level writing instructions to quote templates so Breeze generates on-brand content aligned to your standards.
• Signer reassignment: Signers can delegate e-signature responsibility to someone else on their team directly from the quote, avoiding recall/resend cycles.

Availability:
Live for Commerce Hub Professional and Commerce Hub Enterprise.

Sales Workspace, meetings, and calling

Sales reps see a more unified workspace and richer call tooling.

• Sales Workspace refresh: The workspace now uses native CRM index pages for companies, leads, and deals, and standard task queues, reducing duplication and keeping Sales Workspace aligned with Smart CRM.
• Recurring meetings sync (beta noted below): Recurring calendar meetings now sync properly to HubSpot when created on your external calendar.
• Call transfers across workspaces & outbound: Reps can transfer inbound and outbound calls between users and between workspaces (Help Desk ↔ Inbox), with group ringing for workspace transfers.
• IVR for Pro tiers: Interactive voice response menus are now available on Service and Sales Hub Professional, not just Enterprise.
• Calling in Sales/Service trials: Sales and Service Hub trials now include access to Calling so teams can evaluate end-to-end workflows.

Availability:
Live for Sales Hub and Service Hub Professional/Enterprise; see each rollout for details.

Admin, data governance, and sandboxes

New tools help admins manage changes, cleanups, and experimentation safely.

• Restore CRM properties and records: Super admins can restore property values changed in the last 14 days (20 versions per record; 45 for contacts) across objects, without exports and imports.
• Workflow CRM property restore: Within an individual workflow, you can undo property changes that a workflow made in the last 14 days, targeted to that workflow’s activity.
• Undo recent cleanup: The Account Cleanup tool now lets you revert the most recent cleanup run for supported asset types and inspect exactly what was removed, with automatic prompts to disable problematic policies.
• Sandbox post-deployment tasks: After deploying from sandbox to production, a post-deployment task list highlights follow-up actions you need to take so go-lives don’t miss critical steps.
• Teams & record customizations in sandboxes: New standard sandboxes automatically copy team structures and team-based record customizations from production so testing better reflects reality.

Availability:
Live for Enterprise hubs and Smart CRM Enterprise, with some restore features extended to Starter and Pro.

Permissions, privacy, and AI training controls

Two updates give admins more predictable access control and AI governance.

• Decouple permission sets and seats: Users can now belong to any permission set regardless of seat; HubSpot grants maximum access allowed by seat and clearly indicates full vs. partial access.
• Opt in/out of HubSpot AI model training: Super admins now have an in-app toggle to control whether account data is used for HubSpot’s AI model training; accounts with Sensitive Data enabled are automatically opted out.

Availability:
Live for all hubs and tiers.

Original source

This month, on top of all the of the amazing updates and releases from Spring Spotlight 2026, we also have updates regarding the availability of our legacy CRM card migration tool, new features for the Custom Channels API, and more. Make sure to read on below for more details.

Legacy CRM Card Migration Tool Now Available

Starting April 21st, 2026, HubSpot introduced the Legacy CRM Card View Swapping Tool, which enables developers to migrate Legacy CRM Cards to UI Extension App Cards without disrupting existing customer CRM views.

Legacy CRM Cards are scheduled for deprecation on October 31st, 2026. Without migration, legacy CRM cards will eventually disappear from customer views that use them. The View Swapping Tool allows developers to proactively replace legacy cards with HubSpot’s newer App Cards while preserving existing view placements and minimizing customer impact.

The Legacy CRM Card View Swapping Tool is a developer-initiated migration workflow that:

• Replaces a legacy CRM card with a UI extension app card.
• Automatically updates existing customer CRM views.
• Requires no action from customers.
• Runs asynchronously across all app installs.

The migration with the swapping tool hides the legacy card and displays the replacement App Card in the same view locations.

What's changing?

New Capabilities

• A new migrate views API endpoint to replace legacy CRM cards with app cards in existing customer views.
• Support for the following view locations:
  • crm.record.sidebar
  • helpdesk.sidebar (explicitly required for ticket cards).
• Example App Cards, Postman Collection, and Figma design resources to accelerate migration.

Deprecation Reminder

Legacy CRM Cards will be fully deprecated on October 31st, 2026, and can no longer be created via the HubSpot UI.

Who Needs to Take Action

Developers should migrate if:

• Your app currently uses legacy CRM cards.
• Your app is installed in customer accounts where those cards appear in CRM views.
• You want to prevent customer-facing regressions when legacy cards are deprecated.

What does this mean for developers?

To begin migrating a legacy CRM card to an app card, follow the steps below or refer to this video demo.

Step 1: Prepare Your App

Upgrade to the latest HubSpot CLI version and connect to your HubSpot account:

npm i -g @hubspot/cli@latest
hs auth

Step 2: Migrate Your App

Ensure your Public (legacy) app is on the Projects Framework (Developer Platform version 2026.03+). If your app is not on the Project Framework, run:

hs app migrate

This migrates your app and existing legacy CRM cards without impacting customers.

Note: If you need additional references to migrate your app to the new framework, please refer to these guides:

• Migrate an existing public app to the projects framework

If your app is already project-based, run:

hs project migrate

Step 3: Create a Replacement App Card

Build a new UI extension app card to replace the legacy CRM card. There are two approaches depending on your goal:

• Option A: Redesign from scratch using the UI extension React components to take full advantage of the new framework’s capabilities. Figma resources are available for design support.
• Option B: Use the Legacy Card Converter for a quick migration that replicates your existing card’s behavior. Note that some differences apply, such as action requests using JSON instead of URL-encoded bodies and static card titles. See the README.md for more information.

Note: Develop and test App Cards in a separate testing app before deploying to production, as once view swapping has been initiated, it cannot be reversed.

Important migration notes

Ticket Support Considerations

If your legacy CRM card supports tickets, it’s important to note the following:

• Legacy cards automatically appear in the helpdesk.sidebar location.
• App cards do not.
• You must create two App Cards for each location, and each requires a unique title and extension card ID:
  • crm.record.sidebar
  • helpdesk.sidebar

Release the App Card

For migrated Marketplace apps:

• New app cards are hidden by default behind the hs-release-app-cards feature flag, which HubSpot auto-creates during migration and gates all app cards for each installed HubSpot account (you cannot gate individual cards).
• Use the hs-release-app-cards feature flag for testing and gradual rollout:
  • Turn it ON only for specific tests or beta portals by setting their portal-level flagState to ON while keeping other installs OFF.
  • To roll out to new installs only, batch-set all existing installs to OFF, then set the flag’s defaultState to ON so new installs automatically see app cards.
  • Expand access over time by switching additional portals to ON in batches until all installs are migrated.
• After rollout, delete the hs-release-app-cards feature flag so app cards are no longer gated.
• Before running the View Swapping Tool, confirm the flag has been deleted so replacement app cards are visible everywhere the migration will apply.

Note: To publish your app in the App Marketplace for the first time or to apply for certification if you already have a Marketplace-listed app, you must migrate and remove any legacy CRM cards and meet the Marketplace certification requirements and listing requirements.

Migrate Customer Views

Call the Migrate Views API once your replacement card is completed. Listed below are the required parameters:

• appId
• legacyCrmCardId
• appCardId
• helpdeskAppCardId (if applicable)
• Developer API key / OAuth token with sufficient permissions for the app.

This migration runs asynchronously across all installs. HubSpot will process the view updates asynchronously.

Example Response:

Migration Underway: X of X installs still processing

After the migration, the legacy CRM cards will no longer be visible and will be replaced by the app card. You can then safely remove the legacy card from your source code. If you do not remove it, the legacy CRM card will be automatically hidden from customers on October 31st, 2026, when the deprecation of legacy cards officially takes effect.

Note: End-user configuration is unnecessary. The existing card views will remain completely intact, ensuring that end-users experience no disruption, such as card loss or view resets, when your app card is implemented.

Standardized Memberships Error Messaging

Login failures for password-protected pages and memberships now return a single generic error message instead of multiple messages corresponding to the specific authentication issue.

What's changing?

Previously, Content Hub Professional and Content Hub Enterprise users could see different error messages depending on whether an email address existed or a password was incorrect. This created an inconsistent experience and could unintentionally expose account-related signals. This update improves security and delivers a more consistent login experience.

How it works

• All failed login attempts now return the same response, regardless of the underlying cause.
• Users will see a single message: “Invalid email or password.”
• No distinction is made between different authentication failures (e.g., incorrect email vs incorrect password)
• Existing login flows remain unchanged aside from this unified messaging.

This update is applied automatically, and no setup or migration is required.

Client Secret Rotation Now Available in Developer Platform UI

App owners can now rotate their app's client secret directly from the HubSpot developer platform UI with no support ticket required.

What's changing?

A new Rotate button now appears next to the client secret in the app's auth settings. Clicking it triggers a confirmation modal that requires you to type your app's name before proceeding. Once confirmed, the old secret is immediately invalidated, and a new one is generated.

Client secret rotation is available in:

• Legacy public apps: Developer portal > Auth tab
• Project-based apps: Projects > App Details > Client Credentials
• MCP Auth apps: MCP Connectors > Client Credentials

Why it matters

A leaked client secret can allow an attacker to create or generate OAuth tokens indefinitely. Previously, rotating a secret required opening a support ticket, a process that could take hours or days. This feature enables immediate, self-service response to security incidents.

Action required

No action is required at this time. If your app's client secret is compromised, you can now rotate it directly in your app's settings.

Custom Channels API: New sender and contact association options for outgoing messages

The Custom Channels API v2026-03 adds two new optional fields on outgoing messages: associateWithContactId and senderActorId. These fields give integrations more explicit control over which contact is linked to a thread and which actor is recorded as the sender of a message.

What's changing?

associateWithContactId

Channels using the CHANNEL_SPECIFIC_OPAQUE_ID delivery identifier type can now pass a HubSpot contact record ID when sending the first outgoing message of a thread via POST /conversations/custom-channels/2026-03/{channelId}/messages.

Example of associateWithContactId:

POST conversations/custom-channels/2026-03/123/messages
{
  "channelAccountId": 789,
  "messageDirection": "OUTGOING",
  "associateWithContactId": 54321
}

Constraints: only applies to CHANNEL_SPECIFIC_OPAQUE_ID channels; only takes effect on the first OUTGOING message of a thread; the contact ID is validated and must exist; requests on any other message type will be rejected. Channels using email or phone identifier types continue to resolve contact associations automatically.

senderActorId

All outgoing messages now accept an optional senderActorId field to record which actor (for example, a support rep, integration, or external chatbot) sent the message.

• Type: string
• Format: Conversations actor ID, such as:
  • A-12345 (HubSpot agent user)
  • I-67890 (integration)
• Scope: available across all delivery identifier types on outgoing messages.

When provided, senderActorId is used to attribute the message to that actor in Conversations (for example, which rep is shown as the sender). Example of a valid outgoing message with senderActorId:

POST conversations/custom-channels/2026-03/123/messages
{
  "channelAccountId": 789,
  "messageDirection": "OUTGOING",
  "text": "Hi from our support bot",
  "senders": [
    {
      "deliveryIdentifier": {
        "type": "CHANNEL_SPECIFIC_OPAQUE_ID",
        "value": "sender-opaque-id-123"
      },
      "name": "Support Bot",
      "senderActorId": "A-1234567"
    }
  ],
  "recipients": [
    {
      "deliveryIdentifier": {
        "type": "CHANNEL_SPECIFIC_OPAQUE_ID",
        "value": "recipient-opaque-id-456"
      }
    }
  ]
}

If senderActorId is missing, invalid, or used in the wrong context, the API returns HTTP 400 with a VALIDATION_ERROR response using the standard HubSpot error envelope. The most important cases are when using senderActorId on an INCOMING message. senderActorId is only allowed for outgoing messages. Including it on an INCOMING message will be rejected.

Personalized app and agent recommendations with Breeze Assistant

Users can now ask Breeze Assistant to recommend marketplace apps based on criteria entered, and refine the results with follow-up questions. Users can describe a business need in plain language and get pointed in the right direction, refining with follow-up questions until they land on the right fit, and find the right app faster and with confidence. See this product update for more details.

HubSpot CLI v8.4.0 Introduces Project Management Commands and UX Improvements

The latest HubSpot CLI version, 8.4.0, release adds two new commands, hs project info and hs project delete, enabling developers and AI agents to retrieve project metadata, generate install URLs, and delete apps directly from the CLI. The release also improves the developer experience with profile selection prompts when --profile is omitted and introduces an updated logging UI for supported terminals.

Several bugs have been addressed, including fixes for incorrect srcDir comparisons in hs project dev, improved profile error handling for 2025.1 projects, and issues affecting serverless function detection and local development.

For a complete list of available commands, check out the reference documentation.

Public Betas

Workflow action to change contact participant state for a marketing event

You can now automatically mark contacts’ participant state on manually created Marketing Events using a new workflow action.

With this workflow action, automatically mark contacts as:

• Registered
• Attended
• Canceled

Previously, businesses that relied on marketing events for lead generation and nurturing couldn't directly change contacts participation status for a marketing event. This update streamlines and automates that process. This workflow action is available for Pro+ customers. Learn more in the Product Update.

HubSpot IP Ranges Notifications

Introducing email notifications for HubSpot IP range changes. Customers can now subscribe to receive notifications when HubSpot’s published IP ranges are added, modified, or removed, allowing them to proactively update their firewall rules and network configurations.

Super admins can subscribe to email notifications via Settings → Notification Preferences → Security → IP Range Updates.

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

Original source

HubSpot Contracts Go Public at Spring Spotlight

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

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 opened up the ability to connect billed revenue to Projects!

See all Commerce Hub Spring Spotlight releases

Read the Contracts launch note on LinkedIn

HubSpot 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.

Original source

Your data: Working everywhere you need it to, more easily

The teams that get the most from HubSpot are the ones who can connect complete data across every touchpoint — marketing, sales, service, and operations — and act on it in real time. In Q1, we expanded what's possible across nearly every major object type, so you spend more time using your data and less time configuring it.

Marketing Events: Consistently connecting your data

If you manage events in HubSpot — webinars, conferences, in-person activations — you now have full CRM support for those events. The Marketing Events object now works like every other object, which means more relevant data, better segmentation, and a more unified customer view.

It has a redesigned record page built with a standard CRM layout you're used to — a full activity timeline, notes, tasks, calls, customizable properties, and a campaign association card for linking events directly to campaigns, plus field-level permissions, export capability, conditional property logic, expanded object settings, and a dedicated view customization tab in Settings.

You can create single object reports focused entirely on your event metrics, giving your team and executives full visibility into what’s working. You can also create more effective segments using Marketing Events as the primary object type, ensuring your marketing and sales teams are reaching out to the right people with the right messaging.

Campaign data is fully integrated with the rest of Smart CRM

Campaigns have always been a great organizing tool. Now they're a powerful attribution tool, too, driving clarity and strategic decisions.

This quarter, we added the ability to associate custom object records with Campaigns (available for Enterprise portals with custom object access), so all of your business data can be reflected in your complete marketing activities.

We also added Campaign visibility in the data model builder, custom association labels between Campaigns and custom objects, segment support using the Campaign object with filtering on campaign properties and associated records, and conditional property logic on Campaign properties.

With Campaigns fully connected to contacts, companies, deals, and all of your other data, they become a source of truth for marketers and RevOps — one that doesn’t just store information, but allows you to act on it with complete attribution and understanding.

Commerce tools: More automation and associations that connect across teams

For teams using HubSpot for commerce tools, it’s never been easier to close a deal, automate quotes, or save valuable time.

Workflows can now create Quotes automatically from a deal-based workflow, generating a draft quote based on specific deal criteria — so reps stay focused on selling rather than admin work.

Orders now support pipeline governance — including rules to limit record creation to specific stages, prevent stage skipping, and restrict backward movement — along with conditional property logic and field-level permissions, giving you the same controls as other CRM objects.

Invoices can now be associated with Projects in both directions, giving you a complete understanding of what's been billed, what's pending, and how project work maps to revenue.

Data that’s easy to access: Less time searching, more time doing

We’ve made RevOps work easier, faster, and more complete: the User object now supports associations with other CRM objects, visibility in the Data Model Builder, pipelines, and segments, behaving more like the standard CRM objects your team already knows. Nothing new to learn, nothing to slow you down.

Find what you need faster so you can focus on what you need to do: Services — used to track offerings like onboarding, consulting, and maintenance — are now searchable from HubSpot's global search bar, alongside contacts, companies, deals, and other record types.

Become more efficient: a new consolidated Object Settings menu replaces the previous long list of individual entries with one searchable, sortable interface grouped by object type. For admins managing multiple object configurations, this is a huge timesaver.

Unified by Default: What’s next

When every part of your CRM operates from a consistent data model, RevOps spends less time configuring and more time on strategy. When campaigns connect to marketing’s most important business data, attribution leads to smarter, context-driven decisions, not guesswork. When your commerce tools are faster, easier, and smarter, revenue is easier to track and deals close faster.

All of these updates are live right now and ready to use. You can view the full details of each update in the Product Updates section of your portal, or reach out to your Customer Success Manager to learn how these updates apply to your specific business goals.

We’ll be updating this post throughout the year as we continue to make HubSpot Smart CRM a place where every team can get work done, easily and quickly. A foundation that gives AI the context it needs to help you make truly informed decisions. Click the “follow” button on this post to receive updates.

Let us know what you think in the comments — we’d love to hear your feedback. What’s helping you the most? What can we do better?

Original source

Following the recent HubSpot Contracts launch at Spring Spotlight, this week’s Commerce Hub roundup focuses on quality‑of‑life improvements for sales reps and HubSpot admins who own quote governance and configuration.

New quote enhancements give more control, confidence for both seller and buyer

Password protection on Quotes (Public beta)

Sellers can now require buyers to enter a password before viewing a quote, giving admins and reps control over who can access sensitive quote information. Enforceable across the portal or on a case by case basis.

Quotes often contain highly sensitive details — pricing, contract terms, and company information that should only be visible to the right people. Until now, anyone with the shareable quote link could view the quote, which is a non‑starter for regulated industries or confidential deals.

Note: PDF downloads are not password‑protected. Password protection only applies when the buyer accesses the quote via the shareable quote link.

Guidelines for AI generated context by section (Live)

Admins can now add section-level writing instructions to quote templates, so Breeze generates on-brand content every time. This scales consistency without killing flexibility.

Teams can build guidance directly into quote templates, so every rep starts with consistent, on-brand content while retaining the flexibility to tailor each quote.

Note: Guidelines apply automatically to new quotes and to existing quotes when sections are regenerated after saving instructions.

Got feedback, questions or early examples of how you're using these features as a customer or partner? We’d love to hear about it in the comments!

Original source

Following the recent HubSpot Contracts launch at Spring Spotlight, this week’s Commerce Hub roundup focuses on quality‑of‑life improvements for sales reps and HubSpot admins who own quote governance and configuration.

New quote enhancements give more control, confidence for both seller and buyer

Password protection on Quotes (Public beta)

Sellers can now require buyers to enter a password before viewing a quote, giving admins and reps control over who can access sensitive quote information. Enforceable across the portal or on a case by case basis.

Quotes often contain highly sensitive details — pricing, contract terms, and company information that should only be visible to the right people. Until now, anyone with the shareable quote link could view the quote, which is a non‑starter for regulated industries or confidential deals.

Watch the demo – Password‑protected quotes

Note: PDF downloads are not password‑protected. Password protection only applies when the buyer accesses the quote via the shareable quote link.

Guidelines for AI generated context by section (Live)

Admins can now add section-level writing instructions to quote templates, so Breeze generates on-brand content every time. This scales consistency without killing flexibility.

Watch the demo – Section‑level AI guidelines

Teams can build guidance directly into quote templates, so every rep starts with consistent, on-brand content while retaining the flexibility to tailor each quote.

Note: Guidelines apply automatically to new quotes and to existing quotes when sections are regenerated after saving instructions.

Got feedback, questions or early examples of how you're using these features as a customer or partner? We’d love to hear about it in the comments!

Original source

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.

Original source

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.

Original source

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

Original source