June’s updates are about tightening the seams: better guardrails on data, faster access to context, and automation that works across more of your stack. Below is a breakdown of 2–3 updates per industry and why they matter for your day-to-day.

The June 2026 Product Updates roundup has the full picture.

Missed last month’s highlights? Check out the May 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. Note: some features are in Public Beta, so you’ll need to opt in from that screen to activate them. You can check out this Knowledge Base article if you need a walkthrough.

B2B SaaS and Software

• Actionable search results with Breeze Assistant: Global Search can now surface a contact summary plus suggested next steps: reviewing recent activity, preparing for a meeting, drafting a reply, without leaving search. Less context switching, faster action for reps and CSMs.
• Line Item Support in Custom Report Builder & Datasets: Teams can now join line items to goals and visualize them together in reporting. If revenue is measured at the product, package, or SKU level, this means more accurate forecasting against a single goal target.
• Improved BigQuery integration [Public Beta]: One BigQuery app now handles both syncing data into the CRM and exporting CRM data back out on a schedule. If your team is already living in BigQuery, warehouse-to-CRM activation just got simpler.

Healthcare

• Pipeline rules for contacts and companies: Admins can now restrict lifecycle-stage creation, stage skipping, and backward movement, and define default creation stages. For teams managing intake, referrals, or relationship workflows, this keeps lifecycle data cleaner and reporting more trustworthy.
• Structured knowledge for Knowledge Vaults: Knowledge Vaults now support structured files: xlsx, csv, json, xml. They can answer analytical questions from uploaded tabular data. That broadens what agents can actually help with beyond documents and FAQs.
• Control custom events on the record timeline: Customize how custom events display on the activity timeline using plain-language headers, dynamic tokens, and drag-and-drop property ordering. Patient portal logins, scheduling actions, and resource downloads, surfaced the way your team actually needs to see them.

Financial Services

• Restrict module editing using quote templates: Lock or hide quote-template modules so reps cannot edit protected sections in individual quotes. Consistency across legal terms, pricing, and approved messaging, enforced at the template level, not by rep discipline.
• Report drilldown refresh: Clearer titles, more visible filters, a more prominent group-by, and a new drill-into option make it faster to move from a topline metric to what’s actually driving it.
• Connected CPQ, billing, and payments [Public Beta]: A connected quote-to-cash lifecycle that automates billing schedules, guides clients to pay upon quote acceptance, and splits a single quote into multiple payable invoices. Better cash flow predictability and structured documentation for compliance audits.

Manufacturing

• Workflow actions available in all workflow types: Selected actions now work across workflow types, can act on associated objects, and support custom data sources. Fewer workaround workflows for teams juggling contacts, companies, deals, tickets, and custom objects in the same process.
• Global association limit updates: A single company or custom object can now associate with up to 500,000 contact, deal, or ticket records. Complex supply chains, extensive distributor networks, and high-volume equipment assets - the database can now reflect the actual scale of the business.
• Activity auto-associations for app objects: Configure automatic logging and timeline visibility for activities on connected app objects: ERP shipment records, IoT machine monitors, and similar. Field reps and account managers get a complete operational history synced automatically across records.

Professional Services and Consulting

• Current customer system property: A new system-managed property dynamically classifies companies, contacts, and custom objects as current customers. Set custom logic based on lifecycle stage or advanced filters to keep client success views accurate and free of churned accounts.
• Support macros for streamlined ticket management: Trigger multi-step automation with a single click: send a templated message, update ticket properties, change ownership, enroll in a workflow, all at once. High-volume client inquiry handling without the manual overhead.
• HubSpot Agent CLI [Public Beta]: Bring HubSpot data into OpenAI Codex, Claude Code, or similar tools to automate repetitive bulk work such as weekly portfolio summaries, CRM property audits, and configuration checks before changes go live.

Agencies and Marketing Services

• Default brand selection at login: Set a default brand and land there automatically every time you log in. Small change, meaningful time savings when you’re moving across multiple client environments daily.
• AutoCapture website events: Automatically track button clicks, navigation taps, and interactive elements across client websites without manual code setup. Promote raw clicks into verified marketing events for more accurate lead scores, customer journeys, and attribution.
• Domain alignment on shared network [Public Beta]: Configure custom return-path domains for each email sending domain so marketing emails pass SPF/DKIM authentication over HubSpot’s shared network. A meaningful deliverability improvement ahead of any major campaign launch.

Education and Events

• Eventbrite sync: Event images now sync automatically from Eventbrite into HubSpot marketing event records, including future additions, updates, and removals. No more manual image upkeep between platforms.
• Workflow templates updates: Workflow templates are now accessible from the Automation Overview page or Create menu via Marketplace components. Easier to find, faster to deploy for recurring event and enrollment programs.
• Customer Agent responds to forms: Customer Agent can now reply to inbound form submissions via email from your Help Desk or Inbox. Prospective students and event registrants get immediate, personalized responses, with unrecognized queries handed off to staff with explanatory notes.

Consumer Brands and Ecommerce

• Cleanup automation for orders: Automatically remove old orders based on time since last update, with a 90-day recovery window. High order volume teams have been waiting for this one.
• Get paid through Customer Agent with payment links [Public Beta]: Customer Agent can now identify buying intent and send matching payment links directly inside a chat, email, or WhatsApp thread. Customers buy immediately in-channel, no redirect required.
• Flexible installment payments with Klarna and Affirm: Customers purchase in installments while your brand receives the full amount upfront. Higher conversion rates and average order value without taking on the financing risk.

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

You don’t need to action every update at once. 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.

Original source

New this post

Quote Template Migrator — Now Generally Available (GA — June 30)

What is it? The Standard Quote Template Migrator graduated from public beta to GA this week. The updated experience brings the migration checklist report directly into the template editor — so admins can see what was successfully migrated and what needs review, click into each flagged section, and make edits without searching the full template.

Why does it matter? Rebuilding quote templates from scratch has been one of the biggest friction points for teams transitioning from Legacy Quotes to Revenue Hub Quotes. This removes that blocker: migrate a standard template in a few clicks, review inline, and pick up where your old template left off.

Revenue Agent (Coming soon)

What is it? An AI agent for accounts receivable that takes over invoice reminder workflows and manages intelligent, account-based collections — reacting to invoice events and customer replies, creating outreach action plans, and keeping a human in the loop before anything sends.

Why does it matter? Our GM of Revenue Hub put it well on LinkedIn: the hardest part of running a SaaS business is getting paid after you’ve already delivered the value. Revenue Agent is where Revenue Hub’s AI goes from helping you prioritize follow-up to actually doing it. More to come here soon!

Everything we shipped in Q2

Contracts & CPQ upgrades

HubSpot Contracts (Private Beta March → Public Beta April 14 → GA June 9)

What is it? Contracts is a new HubSpot object that connects quotes to the post-close revenue lifecycle. Accepted quotes automatically generate a Contract as the source of record. Contracts support change quotes for mid-term amendments and renewal quotes, with built-in TCV, ACV, MRR, and ARR calculations and a full history tab. As of June 16, Contracts also powers the Connected CPQ, Billing & Payments experience — so the contract isn’t just a record, it’s what drives the billing schedule and revenue reporting.

Why does it matter? Renewals, upsells, proration, and mid-term changes have historically lived outside HubSpot. Contracts brings that motion into the CRM, and the Connected experience makes it the engine of automated billing and revenue reporting. Contracts reached general availability on June 9, with full rollout completing June 12.

E-Signature Delegation on Quotes (Live — April 13)

What is it? Quote signers can now delegate their signature to someone else on their team directly from the quote — without requiring the rep to update the signer and resend.

Why does it matter? Reps often send quotes to someone who isn’t the final signer. Every time that happened, deals stalled while the rep updated the record. Now buyers can route the quote internally on their own.

Password Protection on Quotes (Live — May 7)

What is it? Sellers can require buyers to enter a password before viewing a quote. Enforceable portal-wide or on a quote-by-quote basis.

Why does it matter? Quotes contain sensitive pricing, contract terms, and company details. Until now, anyone with the link could view the quote. Password protection is a requirement for regulated industries and confidential deals.

Section-Level AI Writing Guidelines for Quotes (Live — April 21)

What is it? Admins can now add writing instructions to individual quote template sections, so Breeze generates on-brand content every time — without reps having to prompt it manually.

Why does it matter? Every rep now starts from the same on-brand baseline. Teams can build brand voice, legal language requirements, or customer-specific context directly into templates.

Custom-Coded Quote Modules (Public Beta May 7 → GA May 29)

What is it? Admins, developers, and solutions partners can build custom CMS React modules and embed them directly into quote templates — alongside or as a replacement for HubSpot’s default sections.

Why does it matter? Full flexibility to deliver any quote experience: conditional terms and conditions, external data pulls, custom line item presentations, branded interactive elements. The quote is now a fully extensible platform.

Quote Rules Engine (Alpha April → Private Beta → Public Beta May 29)

What is it? A rules engine where RevOps and admins define pricing and packaging guardrails, and reps get real-time guidance as they build quotes. Supports incompatibility rules, compatibility rules, pricing rules (discount/margin thresholds), and quantity rules. Public beta shipped with rule templates, improved formula editing, grayed-out incompatible products, and inline feedback instead of disruptive banners.

Why does it matter? Fewer quoting errors reaching the buyer, without slowing down the rep. Admins configure once; every quote benefits.

Available for Revenue Hub Enterprise only.

Lock and Hide Quote Template Modules (Live — June 2)

What is it? Admins can lock and hide specific modules within quote templates — rich text sections, Writer sections, and custom-coded modules — preventing reps from editing those sections when creating individual quotes.

Why does it matter? What you build in the template is what the buyer sees, every time. Legal terms don’t get softened. Brand copy doesn’t get “personalized.” A natural complement to Custom-coded Modules.

Automated Quote Reminders (GA — June 16)

What is it? Admins configure a default reminder schedule once in settings; it applies automatically across every quote. Reps can see upcoming reminders from the quote record; individual reminders can be toggled off per quote.

Why does it matter? Following up on unsigned quotes is one of those tasks that quietly kills deals. Automated reminders make diligence automatic — no rep action required.

Revenue Hub Rebrand

Commerce Hub is now Revenue Hub (June 16)

What is it? Commerce Hub is officially rebranded to Revenue Hub, reflecting the expansion from transactional tools to full revenue lifecycle management: Lead → Deal → Quote → Order → Contract → Bill → Collect → Renew → Upsell — all connected in HubSpot.

Why does it matter? Revenue Hub Pro and Enterprise customers now have a single system of record for the full post-close revenue motion. The rebrand isn’t cosmetic — it reflects what the product is now capable of.

Connected CPQ, Billing & Payments (Public Beta — June 16)

What is it? End-to-end quote-to-cash: when a buyer accepts a quote, a Contract is automatically created, a Billing Schedule fires from the contract, and the buyer can set up payment at the moment of acceptance. 902 portal enrollments in the first week.

Why does it matter? Eliminates the manual handoffs between quote, contract, billing, and payment. What’s on the quote is on the contract. What’s on the contract is on the billing schedule. What’s on the billing schedule is in the report.

MRR/ARR Revenue Reporting (Public Beta — June 16)

What is it? A real-time MRR/ARR waterfall report — booked MRR, expanded MRR, churned MRR, net new — pulled directly from contracts and billing schedules. Part of the connected flow.

Why does it matter? “What’s our MRR right now?” gets an answer that doesn’t require a three-day spreadsheet build.

Price Books (Public Beta — May 29)

What is it? Manage segmented pricing for different customers, regions, or tiers — natively in HubSpot, with full multi-currency support (added June 8) and auto-assignment so deals get the right price book automatically.

Why does it matter? RevOps teams can define pricing logic once; reps never have to figure out which pricing applies.

Breeze Invoice Prioritization (Public Beta — June 16)

What is it? AI-ranked AR follow-up list — Breeze analyzes the overdue invoice portfolio by risk, age, and customer value, and surfaces who to contact first.

Why does it matter? Instead of a flat list sorted by due date, finance teams get AI-driven prioritization that focuses effort where it will recover revenue fastest.

“Get Paid” Actions in Customer Agent (Private Beta June 2 → Public Beta June 16)

What is it? Two new Customer Agent actions: Find Invoices (look up invoices in any status and share a checkout link, in-channel) and Send Payment Links (deliver a payment link directly in the conversation). Available to all hubs and tiers.

Why does it matter? A buyer asks a billing question, the agent answers it and closes the loop with a payment link — in the same chat, email, or messaging thread. No handoff required.

Billing & Accounts Receivable

Default Manual Tax Rates (GA — April 7)

What is it? Admins can designate a default tax rate from the Tax Rate Library that automatically applies to all new line items across deals, quotes, invoices, payment links, and more.

Why does it matter? Eliminates a repetitive manual step for teams in a single tax jurisdiction — common in Europe, ANZ, Canada, and LATAM.

Edit Balance-Changing Properties on Paid Invoices (Live — June 18)

What is it? Teams can now adjust line items on paid and partially paid invoices — including edits that change the total. When an invoice has associated payments, HubSpot recalculates the balance due and invoice status in real time as edits are made, so the invoice remains the source of truth. Enable it in Invoice Settings → Allow price-impacting edits after payment. (Note: not yet supported for invoices with Automated Sales Tax enabled.)

Why does it matter? Correcting a paid invoice previously meant recreating the record or tracking adjustments outside HubSpot. Now billing teams can make supported edits without starting over — and if an updated invoice creates a remaining balance, the buyer can pay through the existing payment flow. A meaningful unlock for teams dealing with short-pays, corrections, or post-delivery adjustments.

Credit Memos (GA — live across the invoicing lifecycle)

What is it? 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. Q2 extended this to two important use cases: credit memos now sync bi-directionally with QuickBooks Online (GA April 7), and merchants using automated sales tax can now create credit memos from AST-enabled invoices with tax automatically prorated and reversed (GA June 4). Credit memo numbers are auto-generated.

Why does it matter? Post-invoice adjustments (returns, discounts, billing corrections, write-offs) now work end-to-end inside HubSpot — including for customers running AST who previously hit a dead end whenever a correction was needed.

Credit Memo Sync for QuickBooks Online (GA — April 7)

What is it? Credit memos sync bi-directionally between HubSpot and QBO, including line items, discounts, and automated sales tax. Credit memo applications to invoices sync in both directions.

Why does it matter? Eliminates double-entry for finance teams — a credit memo created in either system automatically reflects in the other.

Credit Memos: CRM Associations & Object Settings (Live — April 16)

What is it? Credit memos are now a first-class CRM object — supported in the Data Model Builder, with association labels, object settings, and Segments. Teams can build segments and reporting using credit activity alongside the rest of their revenue data.

Why does it matter? Credit memos previously lived in isolation from the CRM. Now they connect to deals, contacts, companies, and invoices the same way every other revenue object does.

Billing Portal (Public Beta — June 23)

What is it? A secure, self-serve portal where buyers can view and pay invoices, update payment methods, download invoice PDFs, and manage or cancel subscriptions — without emailing your team. A link to the portal is included in every buyer-facing receipt email automatically.

Why does it matter? Recurring payments fail at 5–20% depending on segment. Giving buyers a frictionless path to update payment methods directly protects GPV. And every CS/AR “can you send me my invoice?” email that doesn’t get sent is time back for your team.

Link Invoices to Projects (Live — April 13)

What is it? Invoices can now be associated with HubSpot Projects in both directions, connecting billed revenue to the project work it covers.

Why does it matter? Gives project-based and services businesses clearer project-level billing visibility and more confident reporting on invoiced vs. non-invoiced work.

Self-Serve Stripe Subscription Migrations (Live — May 29)

What is it? Migrate eligible Stripe subscriptions to HubSpot yourself — no support ticket, no waiting. Navigate to Settings → Payments → Payments Accounts, review eligible subscriptions, and start. HubSpot pauses the Stripe subscription automatically once the migration completes.

Why does it matter? Removes the last manual bottleneck for teams consolidating billing into HubSpot from Stripe.

Payments

Track Payments Processed Outside HubSpot (Public Beta April 15 → GA May)

What is it? All customers can now manually record external payments — checks, bank transfers, offline transactions — directly in HubSpot. Supports bulk imports, workflows, and API integration.

Why does it matter? Revenue was slipping through the cracks for teams that process transactions outside HubSpot. Now the complete payment picture — regardless of channel — lives in the CRM alongside marketing and sales activity.

Multiple Stored Payment Methods on Contacts (Public Beta April 6 → GA May)

What is it? Sellers can now see all of a buyer’s stored payment methods and select the right one for each transaction. Buyers with multiple assets, locations, or accounts can pay from different methods on different invoices.

Why does it matter? One payment method per contact was a top complaint from customers managing complex accounts. Now billing is as flexible as your buyers need it to be.

HubSpot Capital (GA — June 16)

What is it? Working capital (powered by Stripe) available directly inside HubSpot for US and UK customers using HubSpot Payments or Stripe. Pre-qualified based on payment history; funding in 1–2 business days if approved. Repayments deducted automatically from future transactions.

Why does it matter? Access to capital without a bank visit or lengthy application — from the same place you’re already managing revenue. For SMBs where cash flow timing matters, this is a meaningful unlock.

It was a big quarter.

Questions about any of these features, or feedback from your own adoption? Drop them in the comments.

Original source

Release Notes: June 2026 Product Updates

June was one of HubSpot’s largest shipping months of the year, with major updates across Breeze AI, Customer Agent, Help Desk, Commerce, and reporting. From a redesigned Breeze Projects workspace to expanded Prospecting Agent access, a wave of Commerce Hub improvements, and dozens of CRM and platform updates, here is everything that went live in June.

Important: HubSpot's new theme — classic theme sunsetting August 31

HubSpot's new visual theme is available now for all customers to try before it becomes the default on August 31. The update brings a lighter overall feel, cleaner typography, and more intentional spacing throughout the product. Nothing about how HubSpot works is changing, just how it looks and feels. Customers already on the new theme will notice refinements to link styling, table headers, and button colors based on early feedback. Switching early means you can get familiar at your own pace before the automatic rollout.

Try the new theme.

Availability: All hubs and tiers. Public beta.

Now Live

Breeze: More ways to work with AI across the platform

Breeze reaches more surfaces this month, reducing context-switching and surfacing AI assistance at the moment it is most useful.

• Actionable search results: Breeze now appears in global search results for contacts, generating a summary and suggested next actions based on the top result — selecting a suggestion opens Breeze with a pre-filled prompt.
• Email composition: Breeze can now be invoked directly from the CRM email composer using "/" or the toolbar button to draft or suggest email text inline.
• AI-powered CTAs in assignment notifications: When a record is assigned, the notification email now includes AI-generated action buttons linking to the record with a pre-filled Breeze summary and suggested next steps.
• Mobile meeting prep: Breeze now generates on-demand meeting briefings from CRM activity and deal context directly from the HubSpot mobile app's Meeting Detail Page.
• HubSpot Agent for Microsoft 365 Copilot: Live HubSpot data, including deal, ticket, and contact insights, is now accessible from within Microsoft 365 Copilot, fetched in real time and never indexed into Microsoft 365.

Availability: All hubs and tiers. Microsoft 365 Copilot requires a Copilot license or eligible add-on.

Breeze Projects: Collaborative workspaces with file uploads and CRM context

Breeze Projects has been significantly redesigned with direct file uploads and team collaboration, making it a shared AI workspace grounded in both uploaded documents and live CRM data.

• Redesigned workspace with file uploads and CRM references: Users can now upload files (PDFs, docs, spreadsheets, images) directly to a project and @mention CRM records as references, with Breeze carrying that context across every thread.
• Team collaboration and smart setup: Projects can now be shared with teammates with view, edit, and manage permissions. New pre-configured templates cover sales prospecting, meeting prep, and customer support, and project memory retains preferences across sessions.

Availability: All hubs and tiers.

Customer Agent: Smarter engagement and better controls

Customer Agent received five updates this month covering where it works, how it qualifies leads, and how admins control its behavior.

• Coaching Opportunities (replaces Knowledge Gaps): A new page in the Customer Agent dashboard automatically identifies patterns in unresolved conversations, escalations, and negative feedback, surfacing a prioritized list of areas where the agent is struggling.

Available for Pro and Enterprise across all hubs, with HubSpot Credits.

• Lead Qualification Triggers: Custom trigger instructions let admins control exactly when Customer Agent initiates lead qualification, written in a rich text editor and testable before publishing.

Available for Pro and Enterprise across all hubs, with HubSpot Credits.

• Responds to form submissions: Customer Agent now responds to inbound form submissions connected to a Help Desk or Inbox workspace, sending an automated reply email to the submitter.

Available for Pro and Enterprise across all hubs, with HubSpot Credits.

• Email targeting: Admins can now define which contacts Customer Agent responds to on email channels by selecting from existing HubSpot Lists, routing others to the human queue.

Available for all hubs and tiers.

• More predictable routing with skill-based routing: Help Desk routing now enforces a single primary assignment method per channel, eliminating hidden competition between Customer Agent and skill-based routing.

Available for Service Hub Enterprise.

Prospecting Agent: Broader access and Seamless integration

Prospecting Agent is now available to every paid HubSpot customer, and a new Seamless integration lets it find net-new contacts matching your target personas.

• Available on all paid hubs: Any non-free portal can now set up Prospecting Agent, with user-level access controlled through permissions settings.
• Suggests contacts from Seamless: The Prospecting Agent connects to Seamless via OAuth, finds contacts matching selected personas, and lets users add them directly to the CRM with drafted outreach ready to go.

Availability: All paid hubs and tiers. Seamless integration available for customers enrolled in Prospecting Agent.

Buyer Intent: Three new signal types

Three new intent signal types expand what Buyer Intent can detect, from company news to deal engagement and custom criteria.

• 20 new company news signals: The Buyer Intent news signal catalog now covers 20 signals spanning financial moves, leadership changes, corporate structure shifts, and competitive activity, all filterable, segmentable, and usable in workflows.
• Key stakeholder and pain point signals: Two new signals, Key Stakeholder Identified and Pain Point Mention, extract insights from deal-associated CRM engagements such as emails, notes, and call transcripts.
• Custom signals: Users can create custom intent signals using plain language descriptions, and HubSpot surfaces matching companies with cited sources for use across segments, workflows, lead scoring, and reporting.

Availability: Customers with HubSpot Credits.

Knowledge Vaults: Structured data support and permissions

Knowledge Vaults gained support for structured data files and granular permission controls this month.

• Structured data files: Knowledge Vaults now support uploading and querying xlsx, csv, json, and xml files, enabling agents to answer analytical questions directly from tabular data including lookups, aggregations, and computed queries.
• Vault permissions: Admins can now set Manage and Use access at both the portal and individual vault levels. Super admins always bypass vault-level restrictions.

Availability: All hubs and tiers.

Help Desk: Routing, views, macros, and conversation controls

Help Desk received six updates covering routing, view organization, and in-conversation tools.

• Assignment workflow routing: A new "Use assignment workflow" routing option lets incoming tickets route directly into a workflow for complex logic such as VIP routing, language-based assignment, or conditional Customer Agent handoffs.

Available for Service Hub Pro and Enterprise.

• Folders for views: Reps can now group related Help Desk views into named, collapsible folders in the sidebar with drag-and-drop reordering. Folders are personal and visible only to the creator.

Available for Service Hub Pro and Enterprise.

• Expand all / collapse all: A floating button lets reps expand or collapse all messages in a ticket thread at once, and a full-screen mode strips the view to just the conversation and reply editor.

Available for Service Hub Pro and Enterprise.

• Support Macros: Macros let reps send a reply and perform multiple follow-up actions, such as updating ticket status, owner, or priority, or enrolling in a workflow, all with a single click from the reply editor.

Available for Service Hub Pro and Enterprise.

• Close chat, keep ticket open: Reps can now end a live chat conversation while leaving the associated ticket open for follow-up, automatically switching to the email channel.

Available for Service Hub Pro and Enterprise.

• Redesigned ticket automation email editor: The drag-and-drop Marketing Email editor is now available for editing Ticket Received and Ticket Closed automation messages, with no Marketing Hub subscription required.

Available for Service Hub Starter, Pro, and Enterprise.

Workflows: Expanded flexibility and new object support

Five workflow updates add cross-object flexibility, meeting-based triggers, and smarter association actions.

• Actions in all workflow types: A selection of workflow actions are now accessible across all workflow types and can be run on associated objects or custom data sources — for example, adding associated contacts to a segment from a Deal workflow.

Available for Marketing Hub, Sales Hub, Service Hub, Data Hub, and Smart CRM Pro and Enterprise.

• Meetings in workflows: Meeting properties and automations are now available in workflows, enabling triggers based on meeting bookings — for example, automatically creating a deal when a demo is booked.

Available for Marketing Hub, Sales Hub, Service Hub, Data Hub, and Smart CRM Pro and Enterprise.

• Association action targeting: Association actions in workflows can now target associated records of the enrolled record using options like most recently associated, first created, or records with a specific label.

Available for Pro and Enterprise across all hubs.

• Clone marketing emails with simple workflows: Cloning a marketing email now includes a "Copy simple workflows" checkbox to automatically duplicate post-send automations like list additions or property updates.

Available for Marketing Hub Starter, Pro, and Enterprise.

Marketing email, segments, and forms

Six updates across email, segments, and forms improve personalization, list quality, spam filtering, and analytics.

• Custom fonts in marketing email: Custom fonts from your Brand Kit now appear in the drag-and-drop email editor without custom coding, with fallback fonts for clients that don't support them.

Available for all hubs and tiers.

• Save draft emails and edit scheduled emails: One-to-one emails can now be saved as drafts from the CRM and finished later. Scheduled emails can be canceled, edited, and re-sent or rescheduled before they go out.

Available for all hubs and tiers.

• Predicted email engagement in segments: Segments now display a predicted email engagement level (High, Medium, Low, or Unknown) based on historical contact engagement, visible before sending.

Available for all hubs and tiers.

• Improved segment exclusions: The 25-contact limit on segment exclusions has been removed, and new smart toggles make it easy to exclude unsubscribed contacts, non-marketing contacts, and specific email domains.

Available for all hubs and tiers.

• AI-powered gibberish detection for forms: AI gibberish detection now covers all text fields across form submissions, with flagged entries moved to the Spam Submissions tool and deleted after 90 days.

Available for Marketing Hub and Content Hub Pro and Enterprise.

• Forms Analyze tab: A new set of form reports is now surfaced in the Forms Analyze tab, including AI-powered insights and eight report types covering submissions over time, by page, and by lifecycle stage.

Available for all hubs and tiers.

Content, video, and ads

Four updates across content creation, video editing, and ads management round out HubSpot's marketing tools this month.

• Video transitions: Animated transitions (fade, slide, wipe, clock wipe, flip) are now available in HubSpot's video editor between videos, images, and overlay elements, with durations up to five seconds.

Available for Marketing Hub and Content Hub Pro and Enterprise.

• Marketing Studio Analyze tab: A new Analyze tab inside Marketing Studio lets users view all campaign performance metrics without leaving the Studio.

Available for Marketing Hub Pro and Enterprise.

• New Ads Analyze tab: The Ads Analyze tab now includes enhanced filters and a customizable reporting dashboard for ad performance over time.

Available for Marketing Hub Pro and Enterprise.

• Google Ads account incentives: When creating a new Google Ads account from HubSpot, users can view and select from up to three personalized Google ad credit offers before completing account setup.

Available for all hubs and tiers.

Reporting and dashboards

Reporting improvements this month span the custom report builder, dashboards, and the analytics suite, with new Starter access to pre-built templates.

• Custom Report Builder usability improvements: A new "+" icon for smart field adds, a chart picker with recommendations, a "Visualization only" mode, reorganized tabs (Data, Style, Filters), and an AI summary option make the CRB faster to use.

Available for Pro and Enterprise across all hubs.

• New formula options in CRB: Two new guided formula modes, Conditional Logic (If/Else) and Summary Measure (aggregations), provide a more accessible path to custom formulas without requiring syntax knowledge.

Available for Pro and Enterprise across all hubs.

• Line item support in CRB and Datasets: Line items can now be joined to Goals in Datasets and visualized alongside goal targets in the Custom Report Builder.

Available for Sales Hub Pro and Enterprise.

• Customizable Analyze tabs: The Analyze tab across tools including Website Pages, Landing Pages, Blog, Social, and Forms can now be customized by swapping the default dashboard, adding or removing reports, and rearranging layout.

Available for all Pro and Enterprise subscriptions.

• Updated dashboard navigation: The dashboard switcher now includes tabs for All, Recently Viewed, Favorites, and My Dashboards, along with a search field and faster load times.

Available for all hubs and tiers.

• Dashboard settings panel: A consolidated settings panel now covers dashboard name, owner, access, description, tags, auto-refresh, and history all in one place.

Available for all hubs and tiers.

• Starter access to the Analytics Suite: Starter-tier customers now have access to 50 pre-built report templates covering core Marketing, Sales, and Service metrics, organized by category and ready to use.

Available for Content Hub, Marketing Hub, Sales Hub, Service Hub, and Data Hub Starter.

Commerce: Quotes, payments, and invoices

Commerce Hub received seven updates covering quotes, tax, BNPL options, payment recovery, invoice editing, and financing.

• Restrict module editing in quote templates: Admins can now lock and hide specific modules in quote templates, preventing reps from editing legal terms, pricing, or approved branding on individual quotes.

Available for Commerce Hub Pro and Enterprise.

• Automated sales tax on quotes: Sales tax is now calculated automatically in real time based on line item tax category and buyer address, with no HubSpot Payments or Stripe enrollment required.

Available for Commerce Hub Pro and Enterprise.

• Automated quote reminders: Reminder emails to signers can now be sent automatically a set number of days after a quote is sent or before it expires, and toggled on or off per individual quote.

Available for Commerce Hub Pro and Enterprise.

• Klarna and Affirm at checkout: Both buy-now-pay-later options are now available at checkout. Sellers receive full payment upfront while buyers pay in installments. A 5.99% processing fee applies, plus platform fees.

Available for all hubs and tiers with Commerce Hub payments enabled.

• Manually retry failed card payments: Users can now manually retry failed subscription card payments up to three times from the payment details in Commerce, rather than waiting for automated retries.

Available for Commerce Hub with payments enabled, all hubs and tiers.

• Edit paid invoices: Teams can now edit line items and balance-changing properties on paid or partially paid one-time invoices, with HubSpot automatically recalculating the balance due and invoice status.

Available for all hubs and tiers.

• HubSpot Capital financing: Commerce Hub customers using HubSpot Payments or Stripe in the US and UK can now apply for working capital financing within HubSpot, with funds delivered in one to two business days and repayments deducted from future payments.

Available for US and UK Commerce Hub customers using HubSpot Payments or Stripe.

CRM: Records, properties, and mobile

Ten CRM updates this month improve how records are viewed, organized, and managed.

• Associations limit increases: Association limits have been significantly raised, including up to 500,000 contacts, deals, or tickets per company and up to 1,000,000 deals per product, applied automatically.

Available for all hubs and tiers.

• Archive property options: Admins can now hide individual options on enumeration properties so they are no longer selectable, while existing records using those options remain intact.

Available for all hubs and tiers.

• Property definition exports: Exporting a property now produces three sheets: the property definition, all assets using it with direct links, and property access information, making audits faster.

Available for all hubs and tiers.

• Date properties in conditional property logic: Date and datetime properties can now serve as the controlling property in conditional property logic, causing dependent properties to appear or become required based on date values.

Available for Pro and Enterprise across all hubs.

• View all properties on the activity timeline: All properties, including custom properties, can now be viewed directly from a task, call, or meeting on the activity timeline without navigating away from the record.

Available for all hubs and tiers.

• Mobile board view syncs with desktop: The mobile app's board view now displays up to 20 properties matching your desktop record card configuration, with sorting and filtering synced to your saved desktop views.

Available for all hubs and tiers (iOS and Android).

• Inline association table: Clicking the caret next to a record on any CRM index page expands an inline table of associated record data, with search, filters, customizable columns, and bulk actions.

Rolling out to all hubs and tiers.

• View and edit modes for lead scoring rules: Lead Scoring now offers a view mode displaying scoring rules in a readable, collapsed summary alongside the existing edit mode.

Available for Marketing Hub, Sales Hub, and Smart CRM Pro and Enterprise.

• Current Customer property: A new system-managed "Current Customer" property identifies whether a company, contact, or custom object is an active customer, configurable via lifecycle stage, a single property, or advanced filters.

Available for Service Hub Pro and Enterprise.

Cleanup automation and deduplication

The account cleanup tool now covers three more object types, and new duplicate detection tools give teams more control over how records are matched and merged.

• Cleanup automation for orders, products, and custom objects: Automated removal of outdated orders, products, and custom object records is now available using time-based criteria, with deleted records recoverable within 90 days.

Available for Enterprise across all hubs.

• Custom duplicate detection rules: Users can define their own duplicate matching criteria using exact matches on up to nine properties for contacts and companies, with up to two custom rules per object type.

Available for Data Hub Pro and Enterprise.

• Merge preview for duplicate records: Users leveraging custom duplicate detection rules can now preview a merge before executing it, reviewing the full duplicate group and selecting property overrides from a full-screen view.

Available for Pro and Enterprise across all hubs.

Salesforce integration updates

Three Salesforce sync updates give teams more granular control over what data moves between HubSpot and Salesforce, and in which direction.

• New objects in inclusion lists: Inclusion lists in the Salesforce app now support companies, tickets, and custom objects, extending a capability previously available only for contacts.
• Selective sync for Salesforce objects: Users can now filter which Salesforce objects sync to HubSpot by setting criteria on the Salesforce side. Supported for custom objects, tickets, companies (v2), and deals (v2).
• Expanded data mirroring: Lifecycle stage, lead status, contact ownership, and marketing activities are now mirrored across connected accounts automatically.

Availability: Marketing Hub, Sales Hub, Service Hub, and Content Hub Pro and Enterprise.

More integrations: Teams, WhatsApp, Outlook, and more

Several integration updates improve how HubSpot connects with Microsoft tools, WhatsApp, and third-party apps.

• Microsoft Teams: Workflow notifications can now target individual Teams users (not just channels), multi-participant calls are logged in HubSpot, and admin-level installation is upgradeable from integration settings.

Available for Pro and Enterprise across all hubs.

• WhatsApp Home: WhatsApp now has its own dedicated Home within HubSpot, including a new Messaging Management page, Template Management experience, and a reporting suite covering delivery, engagement, clicks, opt-outs, and messaging errors.

Available for Marketing Hub and Service Hub Pro and Enterprise.

• Improved contact sidebar in Outlook: The HubSpot Sales extension for Classic Outlook for Windows has a modernized contact sidebar with improved readability and navigation.

Available for all hubs and tiers.

Admin, branding, and sandboxes

A set of admin and platform updates simplifies user setup, expands brand management, improves sandboxes, and adds controls for credits and website event tracking.

• Simplified user creation and invite flow: The user creation flow now combines multiple screens into a single page: add a user, assign a seat, and set permissions in one step, with an option to clone an existing user's settings.

Available for all hubs and tiers.

• User import expanded: The user import tool now supports teams, seats, managers, job titles, and custom user properties, with enhanced validation that flags errors before the import completes.

Core fields for all accounts; team and seat assignment for Pro and above; custom user properties for Enterprise.

• Redesigned Brand settings page: Brand settings are now organized into Brand Kit, Brand Voice, and a new Brand Knowledge section for company data (products, competitors, ideal customer profile) used to personalize AI-generated content.

Available for all hubs and tiers.

• Default brand at login: Users who manage multiple brands can now set a default brand to land in automatically on every login, configured under Profile settings.

Available for Marketing Hub Enterprise with the Brands Add-on.

• Feature-level credit limits: Admins can now set credit limits for individual credit-consuming features in addition to portal-level limits, from the Usage and Limits dashboard.

Available for all Starter, Pro, and Enterprise plans.

• AutoCapture website events: AutoCapture tracks clicks on buttons, links, and interactive elements using the existing HubSpot tracking code, with interactions promotable to verified events for lists, workflows, and scoring, and 90 days of historical backfill.

Available for Enterprise Customer Platform.

• Sandbox improvements: Sandboxes now copy automated transactional emails, multi-brand supported assets, and playbooks during creation, with a new use case selection step for naming and documenting the sandbox's purpose.

Available for Enterprise across all hubs.

Original source

June’s developer updates include new CRM and customer success signals, cleaner subscription-status histories, expanded Knowledge Vault support for structured data, app object activity association controls, quote module customization, and several CLI improvements. This roundup also covers custom event timeline configuration and new Remote MCP server capabilities for content analytics and landing page creation.

Join the discussion in the Developer Community.

• Current Customer system property now available
• Deduplication of repeated subscription status updates from automations
• Knowledge Vaults now support structured data files
• Automatic activity associations are now available for app objects
• Custom-coded modules are now available for HubSpot quotes
• HubSpot CLI authentication is now centralized
• App logs are now available in the HubSpot CLI
• Custom event timeline cards can now be customized
• Content analytics and landing page creation now available in the Remote MCP server

Current Customer system property now available

HubSpot now provides a system-managed Current Customer property (hs_current_customer) on companies, contacts, and custom objects that flags whether a record is a current customer. It powers default filters in the Customer Success workspace, and you can read it and filter or search on it through the CRM API like any other property — though it's system-managed and read-only to integrations (HubSpot computes and sets the value). New accounts default to lifecycle stage = customer; you can keep that or redefine "current" using a single property, a set of lifecycle stages, or the advanced filter builder. Existing accounts can adopt it without changing their current views. Values are yes, no, or empty (unevaluable/cleared).

Deduplication of repeated subscription status updates from automations

HubSpot is now updating how repeated subscription status updates from automated sources, including workflows, integrations, and API calls, are recorded. Instead of recording subscription statuses for a contact repeatedly When an automated source sends the same subscription status multiple times within a 24-hour period with no meaningful change, HubSpot may consolidate those entries instead of recording each one separately. This makes subscription history cleaner and easier to audit.

Meaningful changes will still be recorded. These include:

• The opt state changes (e.g. subscribed -> unsubscribed)
• The legal basis to communicate is different
• The source type differs (e.g. a contact taking action directly vs. an automated workflow)

Only automated sources will be affected by this deduplication effort.

Knowledge Vaults now support structured data files

Knowledge Vaults now support uploading and querying structured data files — xlsx, csv, json, and xml — so agents can answer analytical and aggregation questions directly from your tabular data.

• Upload the supported file types via the Knowledge Vault file picker; the analysis tool is enabled by default.
• For natural-language lookups, keep using the standard Knowledge Vault tool.

Automatic activity associations are now available for app objects

You can now configure automatic activity associations with app objects. This ensures that activities logged to an app object are available in the records’ timeline, removing the manual step of navigating between associated records and relevant timeline activities, such as logged emails and calls.

Account admins must opt-in to this feature by configuring it in account settings. This means admins can choose which activity types are automatically associated with app objects.

Please note: You can only configure this logging behavior for app objects where an association exists according to the data model configured by the connect app. If the app object is not associated with an activity or a record, the setting will be disabled.

Custom-coded modules are now available for HubSpot quotes

Developers, admins, and solutions partners can now build custom CMS React modules that can be embedded directly into quote templates or individual quotes. These modules make it possible to customize or replace quote sections, such as line item tables, terms and conditions, payment schedules, or fully custom quote layouts, while pulling data from HubSpot CRM or external systems. Teams can use this to create more interactive, data-rich, and brand-controlled quoting experiences for CPQ workflows. Learn more in the high-level overview or explore the custom CMS React modules documentation and sample GitHub project.

HubSpot CLI authentication is now centralized

HubSpot CLI now uses a global authentication model, so developers can authenticate accounts once and link them to specific project directories as needed. Credentials are stored globally in ~/.hscli/config.yml, while each project’s linked accounts are tracked in .hs/settings.json, making account context clearer and reducing the risk of deploying to the wrong account. Developers can use hs account link, hs account default, hs account unlink, and hs account current to manage project-specific account associations. Legacy .hsaccount files are migrated automatically where possible. Learn more in the HubSpot CLI documentation.

App logs are now available in the HubSpot CLI

Developers can now retrieve app logs directly from the terminal using the new hs app logs CLI command. The command supports logs for serverless functions, CRM cards, webhooks, and API calls, with options to filter by app ID, log type, time range, and result limit. Developers can also use --json for structured output or --tail to continuously poll for new logs, making it easier to debug deployed apps and support agent-driven development workflows without switching to the UI. Learn more in the HubSpot CLI documentation.

Custom event timeline cards can now be customized

Users can now control how custom events appear on linked object record timelines, including the card header, subheader, visible properties, and property order. During custom event setup or editing, the new Customize timeline step lets teams use tokens to display real event values, choose which properties appear on the activity card, and preview the result in real time. This makes custom event activity easier to scan and understand without digging into raw event data. Learn more in the custom events documentation.

Content analytics and landing page creation now available in the Remote MCP server

Two new capabilities are live in HubSpot's remote MCP server: content analytics for standalone web assets and landing page creation. Previously, content analytics via MCP was limited to campaign-linked pages. That restriction is removed. You can now query performance data for any landing page, website page, or blog post, including views, form submissions, new contacts, bounce rate, CTA performance, and traffic sources.

Landing page creation is also available. Starting from an existing template or a clone of a page you already have, AI assistants can create, edit, and publish landing pages — including modifying copy, headlines, and CTAs; adding or reordering sections; making style changes; managing form embeds; and publishing (with an explicit confirmation step before the page goes live). Pages appear in your HubSpot account and are fully editable in the page editor. This release doesn't include bulk operations, custom module creation, A/B test setup, or first-time site/account setup.

For end-users using an agent or connector that uses the remote MCP server, if you've already connected HubSpot to an AI assistant, reconnect or re-authorize to grant the new permission scope. New connections prompt for it automatically. For setup details and a full list of available tools, see the HubSpot remote MCP server documentation.

Original source

What’s Changing Now: A Cleaner, More Modern HubSpot

For a long time, software asked something of you before it gave anything back. You learned the tool, navigated to the right place, and figured out how to accomplish your task. The burden of getting value out of a product sat squarely with the person using it.

We think that’s backwards, and we’re changing it.

Over the past year, we’ve been rethinking what HubSpot looks and feels like. Not just visually, but fundamentally. How should the product help you start your work day? How should it surface what matters most without you having to go find it? How should AI fit into your workflow as something that already knows what you’re looking at and what you probably need next?

The answer is happening in two stages: The first is a visual refresh (which you can switch to now), and the second is a deeper reimagining of how the product works (rolling out in stages over the next 6 months).

We’re rolling out a refreshed visual experience in the HubSpot web UI, which is part of an ongoing journey towards a more modern, streamlined user interface. The update brings a lighter overall feel, cleaner typography, and more intentional spacing. We’ve moved away from heavy headers towards views that lets the content itself take center stage.

We’re intentionally releasing our new look and feel gradually starting with a fresh visual theme, so the full redesign feels familiar, not jarring, when it arrives and you’re ready to turn it on.

What’s not changing:

The navigation and structure you already know aren’t changing, so there’s nothing to relearn. The new look is available now to try out early and get familiar with before we roll it out to all customers on August 31, 2026. It’s the same HubSpot, just cleaner and faster to work from.

How to make the switch:

Starting Monday June 29, 2026, you’ll be able to go into your HubSpot portal and opt into our public beta to try the new theme out and make the switch early.

Where HubSpot is Headed

The visual refresh is just the beginning. The bigger change we’re working toward is a version of HubSpot that doesn’t just look better, it actually does more of the work for you. Right now, getting value out of HubSpot means knowing where to go and how to do what you want once you get there. That’s a lot of product knowledge standing between you and the work that actually matters, so we’re changing that.

Start every day knowing what matters

When you log into HubSpot, you’ll immediately see what needs your attention: which follow-ups are overdue, which deals have gone quiet, and what actions you should take without having to hunt for any of it. HubSpot will surface a prioritized view of your day and guide you toward the actions that matter most.

Insights before you even open a record

Your index pages, where you manage all your CRM records, are getting smarter too. The lists you already work from will display trends, insights, and smarter filtering alongside your records. You won’t need to build a report or pull a dashboard to see trends or understand what’s changed.

Take action faster

HubSpot will also make it obvious what to do next, not leave you to figure it out on your own. For example, when you open a deal record, the context you need will already be surfaced: what’s happened recently, how engagement has trended, and what next action makes sense.

When you’re ready to take action, Breeze will help you execute. Whether that’s drafting a follow-up email, logging a note, or moving a deal forward, you choose what to act on and Breeze does the heavy lifting for you.

Run your marketing from one place

For marketers, these changes show up in a meaningful way. A refreshed marketing experience brings your campaigns, automation, content, and performance into a single, connected view, so you’re not jumping between tools to understand what’s working or figure out what to do next. AI surfaces insights from your CRM data and past performance and tells you exactly where to focus. Everything you need to plan, execute, and measure is in one place, with fewer clicks to get there.

Tell HubSpot what you want, Breeze figures out the rest

This is the bigger shift, and it’s where we’re most excited about where HubSpot is going. In the version of HubSpot we’re building, Breeze is becoming a more central part of how HubSpot works. It understands where you are in the product, so if you’re on a contact record and ask a question, Breeze already knows you’re likely asking about that contact.

From there, Breeze can help you do things that used to require navigating somewhere else entirely: building reports on the fly, generating shareable artifacts, surfacing answers from your own data. And if your question isn’t fully formed yet, that’s fine too. Breeze will ask clarifying questions and present you with options, so you don’t need to know exactly how to phrase something to get something useful back.

What’s Changing on Mobile

The mobile app will also be updated to match the new look and feel, and to take a meaningful step toward the same platform direction. This isn’t a full redesign, but it’s a deliberate one: targeted updates to the areas that make the biggest difference, so the app feels like it belongs to the same HubSpot you’ll experience on desktop.

Visually, the heavy header is going away in favor of a lighter surface, with updated card layouts and iconography that make the app feel more modern. And the unified Breeze and search input is coming to mobile too, so you can ask questions and get answers from your phone the same way you would on desktop.

This Is the Start of Something Bigger

The new look is the foundation. What we’re building on top of it is a version of HubSpot that shows you what’s happening in your business, what it means, and what to do next, so you spend less time figuring out the product and more time driving better outcomes.

Want to share your feedback on the updated theme?

Let us know what you think in the comments below!

Original source

It’s been ten days since Revenue Hub launched — and the numbers are already telling a story.

The connected CPQ, Billing & Payments public beta crossed 902 portal enrollments in its first week, more than doubling the 437 that had enrolled before launch day!

That’s a lot of teams deciding they’re done running revenue on spreadsheets or with point solutions that don’t capture revenue context.

This week’s roundup has two releases that extend the story in different directions: one that removes friction before the deal closes, and one that removes friction after. Together, they push Revenue Hub further toward a world where the system does the follow-up, the collection, and the customer management work — so your team doesn’t have to.

Stop manually chasing signatures with automated Quote reminders (GA)

How many unsigned quotes are sitting in your pipeline right now? If the answer involves some mental math, this release is for you.

With automated Quote reminders, admins can configure a default reminder schedule once in settings, and it applies automatically across every quote your reps send — no manual follow-up required.

The system fires the reminders at the right time; reps can see exactly when a buyer will hear from them next, right from the quote record. If a specific deal needs different treatment, individual reminders can be toggled off per quote.

Watch the demo

Why this matters:

Following up on unsigned quotes is one of those tasks that feels small but quietly kills deals. Reps forget, get busy, or assume silence means no. Meanwhile the buyer forgot the quote exists. Automated reminders solve the problem at the system level — not by asking reps to be more diligent, but by making diligence automatic.

Buyers can now manage their own billing — without emailing your team (Public Beta)

Every time a customer emails to ask for a copy of an invoice, update a credit card, or request a cancellation, someone on your team has to stop what they’re doing to handle it. Multiply that across a growing subscriber base and it becomes a meaningful drag on CS and AR — and a slow, frustrating experience for buyers who expect self-serve.

The Billing Portal is a secure, branded portal where your buyers can log in and manage their own billing relationship end to end: view current, past, and upcoming invoices; pay outstanding balances on the spot; download invoices as PDFs; update stored payment methods; and manage or cancel subscriptions (contract-based subscriptions excluded) based on rules you configure.

Plus, a link to the portal is automatically included in every buyer-facing receipt email, so buyers always have a path in without you having to send anything extra.

Watch the demo

Why this matters:

Recurring payments fail at a 5–20% rate depending on segment, and an estimated ~2% of monthly GPV is lost to those failures. Giving buyers a frictionless path to update their payment method before or after a failure directly protects that revenue.

Revenue Hub Pro and Enterprise customers can request access here.

Two features, one theme: less manual work for your team, a better experience for your buyers. That’s what a connected revenue system is supposed to do.

Questions about getting started with either feature, or feedback from your own rollout of the connected beta? Drop them in the comments.

Original source

The HubSpot Agent CLI is a new command-line interface purpose-built for AI agents to interact with your HubSpot CRM data — reading records, running searches, creating and updating objects, managing pipelines, properties, associations, workflows, and more. It's designed for agentic environments like Claude Cowork, Claude Code, and OpenAI Codex, and is particularly well-suited for scheduled automations, bulk operations, and background tasks that need to run without a human in the loop. The Agent CLI is now in public beta.

What's new?

The Agent CLI is a new binary, separate from the HubSpot CLI used for development. A few things worth understanding before you get started:

• It's built for agents. The Agent CLI is designed for AI agents to consume and use — not for developers to operate interactively. That said, you can run it yourself to test it or use it for custom scripting.
• It's separate from the HubSpot developer CLI. The developer CLI is for building and deploying HubSpot projects and themes. The Agent CLI has a separate command surface built for agent consumption. There's some functional overlap, but they serve different purposes and can be used together — for example, an agent could use the Agent CLI to populate mock data in a sandbox account or update production records as part of a developer-driven workflow.
• It doesn't replace the HubSpot MCP server (remote) or AI Connectors. The remote MCP server and AI Connectors remain the right choice for conversational, human-in-the-loop workflows — answering questions, pulling insights, and taking actions in real time from Claude, ChatGPT, and other chat environments. The Agent CLI complements them for the opposite scenario: repetitive, bulk, and scheduled work that runs in the background.
• For agent workflows specifically, a CLI offers practical advantages over MCP for certain use cases: CLI calls can be significantly more token-efficient (no full tool schema needs to be loaded into the agent's context window), there's no protocol negotiation overhead on each call, and commands can follow known terminal patterns — agents can filter, transform, and chain operations in a single step.

What the Agent CLI can do

Commands follow the pattern hubspot . Because the CLI is meant for agents to use, you don't need to really care about the commands themselves, but it helps to understand the capabilities. The current command surface covers:

• CRM objects: list, get, search, create, update, upsert, merge, and delete any object type (contacts, companies, deals, tickets, and custom objects), plus types to enumerate all available object types in the portal
• Pipelines: list, get, create, update, and delete pipelines and pipeline stages
• Properties: list, get, create, update, delete, and batch-manage properties across object types
• Associations: create, delete, and batch-manage associations between records, plus association label and limit management
• Owners: list HubSpot users (record owners)
• Custom object schemas: list, get, create, update, and delete schemas (requires admin mode — see below)
• Workflows: list, get, create, update, and delete workflows
• Activities: list activity history for a CRM record; fetch and delete call and meeting transcripts; list call dispositions; and fetch full email threads
• Reports: (Note: item left blank in original text)
• History: local audit log of all destructive operations run by the CLI

Output defaults to JSONL — a streaming, pipeable format where each line is a valid JSON object. Use --format json for a wrapped array with metadata, or --format table for a human-readable ASCII table.

Every write command supports a --dry-run flag that previews changes without applying them. Use it before running any mutation, especially against production accounts.

Authentication

The CLI supports two authentication modes:

• OAuth login: scoped to your HubSpot user-level permissions. Recommended for most agent workflows.
• Admin mode via service key: set a service key as HUBSPOT_ACCESS_TOKEN. Required for schema operations, most delete operations, reliable pipeline stage, and owner metadata resolution, and certain association types. Use with caution — this token carries broader permissions and doesn't generate a per-user audit trail.

Access control for admins

Super admins can use App Governance (beta) to control which users can connect the Agent CLI to a HubSpot account via OAuth. This doesn't restrict who can download the binary, but it does gate account-level data access. Learn more about managing access to apps.

If your organization uses Claude Team or Enterprise, your admin will also need to allowlist api.hubapi.com in Claude's network egress settings before the CLI can install or run from a Cowork session. Setup steps are covered in the Agent CLI guide.

For the full command reference, authentication details, piping examples, and output format documentation, see the Agent CLI guide.

When is it happening?

The HubSpot Agent CLI is now in public beta. To give it a try open your favorite agentic coding tool like Claude or Codex and paste the following prompt:

Install the HubSpot Agent CLI in this agent workspace. If this workspace uses a POSIX shell (macOS, Linux, WSL, or Bash), run curl -fsSL https://api.hubapi.com/hub/cli/backend/hub-cli/latest/install.sh | sh. If it uses Windows PowerShell, run irm https://api.hubapi.com/hub/cli/backend/hub-cli/latest/install.ps1 | iex. Then authenticate with hubspot auth login, install HubSpot Agent CLI Skills with npx skills add hubspot/agent-cli-skills, and use hubspot --help to explore what's available.

Questions or comments? Join us in the developer forums.

Original source

What is it?

We’ve recently shared our vision for building an open ecosystem for the agent era. The premise is simple: AI agents should be able to run on HubSpot, and to run HubSpot. We are extending the ability for agents to run HubSpot, with the HubSpot Agent CLI.

The HubSpot Agent CLI brings your HubSpot data and intelligence into OpenAI Codex, Claude Cowork, or Claude Code. You can use these agents to automate repetitive, bulk, and scheduled work, so the work happens on its own before you even get to your desk.

The simplest way to think about it: take the questions you’ve been asking or the tasks you’ve been completing repeatedly in chat, and automate them, so you get more time back to do the work that matters.

For example:

• Marketers can ask: “Every Monday at 8am, find high-fit contacts with no associated deal, no recent sales activity, or missing key enrichment fields, then send RevOps a prioritized cleanup list with suggested next actions.”
• Sales teams can ask: “Analyze recent call transcripts for talk time, competitor mentions, feedback, and prospect hesitation themes, then create a coaching and product feedback dashboard with transcript examples and links to the source calls.”
• Support reps can ask: "Pull the last 5 tickets from this contact, summarize each resolution, and flag any recurring issue patterns.”
• Customer success teams can ask: “For my account review this week, summarize open deals, recent support activity, and last NPS score for each account in my book of business.”
• Operations teams can ask: “Find duplicate or deprecated CRM properties, show where they’re used across workflows, reports, and views, then preview a cleanup plan to replace, remove, or reorder fields before applying changes.”

Why does it matter?

We’re building a platform where agent infrastructure is a choice agents can make based on what’s right for the workflow. An agent constrained to one infrastructure is less effective than it could be. Just as customers should have the freedom to choose the best tools for their business, agents should have the same.

Optionality enables agents to choose the best infrastructure for the task at hand so they can operate most efficiently, whether they’re running a scheduled automation, processing a bulk operation, or acting on a real-time signal.

Reviewing pipeline, analyzing calls, consolidating tickets, and preparing follow-ups can be time consuming. The Agent CLI gives agents a reliable way to automate that work in HubSpot with OpenAI Codex, Claude Cowork, or Claude Code, while keeping humans in control of what gets reviewed, previewed, and applied.

How does it work?

• Copy the install prompt from this Knowledge Base article.
• When prompted, sign in to your HubSpot account and authorize the Agent CLI.
• To get started, use one of the sample prompts above or ask the agent what it can do with the “hubspot” command.

Tips:

• HubSpot Agent CLI Skills provide predefined guidance that helps AI agents work with HubSpot data and common HubSpot processes. The skills library includes guidance for CRM searches, bulk operations, data quality tasks, workflows, reporting, and other operational activities. View them here.
• Some actions can delete or overwrite your HubSpot data, so ask the agent to preview changes before applying them by using “–dry-run” where available.

Learn more here or review our developer documentation.

Who gets it?

Available to all HubSpot customers across all tiers who have OpenAI Codex, Claude Cowork, or Claude Code.

Original source

Commerce Hub has evolved into Revenue Hub

For years, the conversation about managing the revenue lifecycle in HubSpot looked something like this: close the deal in CRM, hand off to someone with a spreadsheet, hope the billing got set up correctly, wonder why the numbers look different every quarter, repeat.

Today, with the launch of Revenue Hub, we’re officially closing the chapter on that era.

Commerce Hub is now Revenue Hub. This isn’t just a rename — it’s the culmination of where we’ve been headed since day one of building CPQ, billing, and payments inside HubSpot.

Commerce Hub was built to help teams transact. Revenue Hub is built to help teams manage the full revenue lifecycle: from the first quote to the first payment, through renewals, expansions, collections, and revenue reporting — all in one system, all connected, all in HubSpot.

The vision: a world where revenue lives where work happens. Where sales, finance, and CS are all operating from the same source of truth. Where “What’s our MRR right now?” has an answer that doesn’t require a three-day spreadsheet build.

Here’s what that lifecycle looks like in practice: Lead → Deal → Quote → Order → Contract → Bill → Collect → Renew → Upsell. Revenue Hub connects every single step of that chain — and it does it without making you leave your CRM.

What’s launching today

“This full cycle visibility has been our vision — love that we are delivering it.” — Yamini Rangan, CEO

Connected CPQ, Billing & Payments (Public Beta)

This is the headline release. Connected CPQ, Billing & Payments is a new, end-to-end quote-to-cash experience that automates billing, accelerates payment collection, and eliminates the manual hand-offs that slow revenue down after a deal closes.

Here’s how it works: when a buyer accepts a quote, a Contract is automatically created as the source of record. The contract knows everything that was on the quote — the products, the terms, the pricing. A Billing Schedule is automatically generated from the contract, so every invoice that needs to go out is visible in one place, tied to the right schedule. The buyer can set up payment at the moment of acceptance — no chasing, no separate onboarding.

“What was on the quote is on the contract. What’s on the contract is on the billing schedule. What’s on the billing schedule is in the report.” That’s not marketing copy — that’s the design principle.

What this unlocks for your team:

• Shorter payment collection cycles. Buyers can set up payment the moment they accept a quote, collapsing the gap between “signed” and “paid.”
• Automated billing. Recurring invoices generate automatically from the contract’s billing schedule — no manual invoice creation, no missed billing cycles.
• Revenue predictability. With every contract’s billing schedule in one place, you can see exactly what’s coming in and when.
• Structured financial documentation. Invoice history tied to contracts supports revenue recognition, accounting, and audit requirements.
• Flexible billing schedules. A single quote can generate multiple, differently-timed payable invoices.

“We’ve been doing everything manually — so for us, it’s already a big step forward to add it in the quote and have it automatically impact the contract, the MRR, the invoices.” — Erik, beta customer

A few things to know before enrolling:

Invoices generated from Contract billing schedules cannot be edited after creation. Recurring billing in the connected flow cannot be paused or resumed. If you have published-but-not-accepted quotes and want them to follow the new flow after opt-in, recall and republish them.

Revenue Hub Pro and Enterprise customers can enroll in the beta in their portal settings.

MRR Revenue Reporting (Public Beta)

Revenue conversations deserve revenue-grade data. The new MRR waterfall report gives you a real-time view of your recurring revenue — booked MRR, expanded MRR, churned MRR, net new — pulled directly from your contracts and billing schedules. No more manual calculation. No more “this was already wrong by the time I finished building it.”

More releases for connected revenue

Breeze Invoice Prioritization (Public Beta)

Breeze Invoice Prioritization analyzes your entire overdue invoice portfolio — by risk level, age, and customer value — and surfaces a prioritized list of exactly who your team should contact, and why. Instead of starting the day with a flat list sorted by due date, finance teams get AI-driven recommendations that focus effort where it will recover revenue fastest.

Available to all hubs and tiers as a public beta.

Get Paid through Customer Agent with Payment Links (Public Beta)

Two new Revenue-specific actions for Customer Agent bring payment directly into whatever channel your buyers are already in — no redirects, no manual follow-up.

Find Invoices lets the agent look up a buyer’s invoices in any status, explain what they’re being charged for, and share a secure checkout link — all inside the same chat, email, or messaging thread.

Send Payment Links lets the agent deliver a payment link inline the moment a buyer is ready to transact. Admins control which payment links the agent is authorized to use.

The practical effect: a buyer asks a billing question, the agent answers it and closes the loop with a payment link, and the invoice gets paid in the same conversation. No handoff, no friction, no open tab that goes nowhere.

Available to all hubs and tiers as a public beta.

Billing Portal (Public Beta)

The new Billing Portal is a secure, self-serve portal where your buyers can manage everything related to their billing — without needing to reach out to your team. They can log in to view current and past invoices, pay outstanding balances on the spot, download invoices as PDFs, update their stored payment methods, and manage or cancel subscriptions based on rules you define.

On the seller side, you control exactly how it works: set up an access group, decide whether buyers can self-cancel or just request cancellation (which flags a churn risk back to your team), and configure the experience in Settings → Tools → Portals → Billing. A link to the portal is automatically included in every buyer-facing receipt email — no extra setup required.

The result is fewer “can you resend my invoice?” emails to your CS team, less manual collections chasing for AR, and a payment experience that meets buyers where they expect to be met in 2026.

Revenue Hub Pro and Enterprise customers can request access here.

The connected story

Here’s what makes Revenue Hub different from adding features one at a time: every piece connects to every other piece.

Your sales rep builds a quote using rules-compliant pricing or your price book. The buyer accepts and sets up payment in the same flow. A contract is created automatically. The billing schedule fires on time, every time. Your RevOps team sees MRR move in real time. Your CS team creates a change quote when the customer expands, and the contract and billing schedule update automatically. Your AR team uses Breeze to prioritize overdue invoices and the Payments Agent to follow up based on buyer commitments. Your accountant maps the customer to QuickBooks without a CSV export.

That’s not a vision for someday. That’s what Revenue Hub Pro and Enterprise customers can start building today.

“You have to have one source of truth — and we’ve committed to HubSpot.” — Private beta user

Upmarket CPQ: Quote Rules & Custom-Coded Modules

The CPQ layer is getting a significant upgrade, too. Quote Rules enforce pricing logic automatically, so reps don’t have to remember which discounts are allowed for which segments.

Custom-Coded Quote Modules (GA) let you build any quote experience you need — fully tailored, fully branded.

These capabilities are built for teams scaling up CPQ complexity without scaling up manual oversight.

NEW: Lock and hide quote template modules — no more unauthorized edits (Live!)

Admins on Commerce Hub Professional and Enterprise can now lock and hide specific modules directly within quote templates, preventing reps from editing those sections when they create individual quotes.

Why this matters: As teams grow and quote templates get more sophisticated, the gap between what an admin configures and what a buyer actually sees has been real friction. Legal terms get tweaked. Brand copy gets “personalized.” Pricing language gets softened. With module locking, what you build in the template is what goes to the customer — every time.

Get started

If you’re already on Revenue Hub (formerly Commerce Hub) Pro or Enterprise, you can enroll in the Connected CPQ, Billing & Payments beta now in your portal settings. See a full list of features and how to access them.

If you’re exploring Revenue Hub for the first time, learn more here or drop your questions in the comments — we’re actively reading.

This is more than a launch moment, it’s a continuous journey. Let’s take it together.

Original source

Hey HubSpot Community!

Big news — Commerce Hub is now Revenue Hub. 🎉

This isn’t just a rename. Revenue Hub is HubSpot’s connected system for quoting, contracts, billing, and payments, built into the same platform where your customer data lives. That means your team and your AI work from the same complete revenue picture.

Here’s what’s new and why it matters:

• More from CPQ: Build quotes with simple AI prompts, apply price books (beta) by customer segment, and create hyper-personalized quote templates with custom coded modules.
• Contracts are here: When a quote is accepted, HubSpot automatically creates a contract record. Billing starts, invoices generate, and renewals are tracked with no manual handoff needed.
• One connected flow: Quote to contract to invoice to payment, all in HubSpot. No switching tools, no reconciling across systems.
• AI that works from your revenue data: Breeze prioritizes overdue invoices and drafts collection emails so your team follows up on the right accounts. Customer Agent lets buyers find and pay invoices on their own, no rep needed.
• Your accounting tools stay connected: Invoices and payments sync automatically to QuickBooks Online and Xero.

Whether you’re already using CPQ, billing, or payments or just getting started, Revenue Hub is built to grow with you.

👉 See everything that’s new: https://www.hubspot.com/products/revenue

Have questions about the transition from Commerce Hub or what’s changed? Drop them below and we’re here to help!

Original source

We’ve improved our SDK releases to support date-based API versioning, the new /YYYY-MM/ format introduced across HubSpot’s APIs. Generated from a centrally managed API specification, SDKs now cover more endpoints across multiple languages and release faster, so your clients stay aligned with the APIs you're building on.

The SDKs currently support the following languages:

• PHP
• Java
• Ruby
• Go
• TypeScript
• Python

Why does it matter?

Until now, gaps in SDK endpoint coverage meant you had to work around missing methods or rely on raw HTTP calls where a typed client would have been cleaner. With SDKs generated from a single, centrally managed spec, coverage expands significantly. Because the spec stays in sync with HubSpot's APIs as they evolve, you're less likely to encounter documentation drift or unexpected breaking changes. Updated packages are also distributed through standard package managers, so adopting new versions fits into your existing workflow.

How does it work?

The updated SDK packages are available through standard package managers, such as npm, so there are no changes that need to be made to your authentication setup or initialization.

To learn more about the updated SDKs, please check out the repositories.

Original source

We’ve improved our SDK releases to support date-based API versioning, the new /YYYY-MM/ format introduced across HubSpot’s APIs. Generated from a centrally managed API specification, SDKs now cover more endpoints across multiple languages and release faster, so your clients stay aligned with the APIs you're building on.

The SDKs currently support the following languages:

• PHP
• Java
• Ruby
• Go
• TypeScript
• Python

Why does it matter?

Until now, gaps in SDK endpoint coverage meant you had to work around missing methods or rely on raw HTTP calls where a typed client would have been cleaner. With SDKs generated from a single, centrally managed spec, coverage expands significantly. Because the spec stays in sync with HubSpot's APIs as they evolve, you're less likely to encounter documentation drift or unexpected breaking changes. Updated packages are also distributed through standard package managers, so adopting new versions fits into your existing workflow.

How does it work?

The updated SDK packages are available through standard package managers, such as npm, so there are no changes that need to be made to your authentication setup or initialization.

To learn more about the updated SDKs, please check out the repositories.

Original source

This month’s updates are about removing friction, from prospecting to reporting to the way your team captures and acts on information. Below is a breakdown of 2–3 updates per industry and why they matter for your day-to-day.

The May 2026 Product Updates roundup has the full picture.

Missed last month’s highlights? Check out the April 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.

Note: some features are in Public Beta, so you’ll need to opt in from that screen to activate them. You can check out this Knowledge Base article if you need a walkthrough.

B2B SaaS and Software

• Enroll to Prospecting Agent from Gmail and Outlook: Reps can now enroll CRM contacts into Breeze Prospecting Agent directly from Gmail and Outlook, without switching back to HubSpot first. For SaaS teams running outbound or founder-led sales, less context switching means faster outreach starts.
• Company Recommendations in Prospecting Agent Daily Digest: The daily digest now includes company recommendations with the signal that triggered them and suggested contacts to target. For SaaS teams tracking buying intent, this means less time checking the app and more time acting on the right accounts from your inbox.
• Team-based record customization in sandboxes: Ops teams can now copy team-based record layouts to sandboxes automatically, enabling true user-acceptance testing. Test workflows exactly as they appear for sales or support reps in production before pushing changes live.

Healthcare

• Individual activity sharing: Grant access to specific calls, meetings, or notes without opening broad record visibility. For healthcare organizations that keep records private by default but need to collaborate on sensitive cases, this is a meaningful permission upgrade that supports HIPAA-conscious workflows.
• Recordings and transcription settings: Admins now have one centralized place to manage how meetings and calls are recorded and transcribed across the portal, including integrations with Zoom, Google Meet, and Microsoft Teams. For organizations managing complex multi-team conversations, this makes conversation capture easier to govern and audit.
• Real-time table updates on index pages (Public Beta): Property data on index pages now refreshes automatically as records are created or modified. For teams tracking patient status, ownership, or case changes throughout the day, this means working from current information without manual browser refreshes.

Financial Services

• Quote rules engine for compliance (Public Beta): Set rules that prevent incompatible products from being sold together or enforce mandatory discount limits, with real-time validation during the quoting process. For financial services firms with compliance requirements around product bundling or margin floors, this removes reliance on manual rep oversight.
• Automated credit memo management: Create credit memos directly from invoices that use automated sales tax. The system handles numbering and prorates tax accurately, maintaining a clean audit trail. For teams finalizing invoices regularly, this reduces manual reconciliation and keeps financial records accurate.
• Multiple stored payment methods: Contacts can now store more than one payment method — for example, a credit card for smaller transactions and ACH for larger ones. This reduces payment errors and provides the operational flexibility financial services customers often need for diverse transaction types.

Manufacturing

• Custom CRM object names on mobile: If your business uses “Opportunities” instead of Deals, or “Orders” instead of Invoices, those custom names now appear throughout the mobile app. Field reps no longer have to mentally translate HubSpot labels while on-site, the CRM speaks their language everywhere.
• Global phone presence with local numbers: Acquire HubSpot phone numbers in 15+ additional countries, including Germany, Mexico, and Malaysia, and port existing toll-free numbers directly to HubSpot. For manufacturers with regional teams or distributors across global markets, this makes local presence easier to maintain without a patchwork of external tools.
• Snowflake direct sync (Public Beta): Sync data from Snowflake — equipment usage metrics, billing health scores, operational data — directly to CRM records, where it’s immediately available for workflows, reporting, and Breeze AI. No third-party middleware required.

Professional Services and Consulting

• Onboarding and success plans: Service Hub now includes structured onboarding pipelines with dedicated milestones, tasks, and out-of-the-box reporting that shows time spent in each stage and flags risks across your book of business. For consulting firms managing client onboarding, this provides the project visibility that used to require a separate tool.
• Breeze Assistant on mobile: When your day is back-to-back client meetings, mobile Breeze Assistant helps you walk in prepared. It surfaces CRM context, suggested talking points, and risks from attendees ahead of time, and lets you upload files, such as decks, notes, contracts, for immediate summaries or CRM actions from your phone.
• Sales documents access extended to core seats: Access to Sales Documents has been extended to core seats, with the limit increasing from 5 to 5,000 for these users. Consulting teams that rely on proposal templates and sales collateral no longer need a paid Sales or Service Hub seat for every team member who needs them.

Agencies and Marketing Services

• Multi-video stitching in the video editor: HubSpot’s video editor now supports building a project from multiple raw files: trim, arrange, and edit clips on a single timeline, with branding and captions applied across the full project. Agencies producing video content for clients can now do more of this work inside HubSpot without exporting to a separate tool.
• Associate one asset to multiple campaigns: A single blog post, landing page, or website page can now belong to more than one campaign simultaneously. For agencies running multiple campaigns for the same client around shared assets, this eliminates cloning, simplifies version control, and ensures attributed revenue is reflected accurately across every campaign.
• Updated report quick edit and filter interface on dashboards: The dashboard quick edit and filter experience is now cleaner and more consistent, with a consolidated summary section, unified controls, and a simplified sidebar. For agencies that need to move quickly from client work into reporting, this means fewer clicks to surface the insights that matter.

Education and Events

• Workflow action to update contact participation state for marketing events: You can now use a workflow to automatically update a contact’s participation state (Registered, Attended, or Cancelled) for manually created marketing events. For education and events teams running recurring webinars, info sessions, or trainings, this automates the full attendance journey instead of handling it manually.
• Reporting search enhancements (Public Beta): Search in reporting now shows suggestions and recently viewed items, groups results by type, and offers next steps, like building with AI or starting from a template, when no results are found. For teams navigating a large reporting footprint across events and programs, this reduces the time spent hunting for the right dashboard.

Consumer Brands and Ecommerce

• WhatsApp coexistence: Teams can now use the WhatsApp Business app and HubSpot Inbox or Help Desk simultaneously on the same number, with real-time sync across mobile, web, and desktop, plus a 180-day conversation backfill. For consumer brands handling support, lead qualification, or conversational commerce through WhatsApp, this is a significant operational upgrade.
• TikTok ad conversion events: Send CRM data, such as lifecycle stage changes, back to TikTok to tell its algorithm who your high-quality leads are. This creates a feedback loop that improves ad targeting and return on ad spend over time, without manual audience exports.
• Real-time table updates on index pages (Public Beta): Index pages now update property data automatically as records change. For ecommerce and consumer brands that need to react quickly to shifting customer signals and pipeline status, this means decisions are always based on current data, not whatever loaded when you first opened the tab.

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

You don’t need to action every update at once. 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.

Original source

This month's updates are about removing friction, from prospecting to reporting to the way your team captures and acts on information. Below is a breakdown of 2–3 updates per industry and why they matter for your day-to-day.

The May 2026 Product Updates roundup has the full picture.

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

Note: some features are in Public Beta, so you'll need to opt in from that screen to activate them. You can check out this Knowledge Base article if you need a walkthrough.

B2B SaaS and Software

• Enroll to Prospecting Agent from Gmail and Outlook: Reps can now enroll CRM contacts into Breeze Prospecting Agent directly from Gmail and Outlook, without switching back to HubSpot first. For SaaS teams running outbound or founder-led sales, less context switching means faster outreach starts.

• Company Recommendations in Prospecting Agent Daily Digest: The daily digest now includes company recommendations with the signal that triggered them and suggested contacts to target. For SaaS teams tracking buying intent, this means less time checking the app and more time acting on the right accounts from your inbox.

• Team-based record customization in sandboxes: Ops teams can now copy team-based record layouts to sandboxes automatically, enabling true user-acceptance testing. Test workflows exactly as they appear for sales or support reps in production before pushing changes live.

Healthcare

• Individual activity sharing: Grant access to specific calls, meetings, or notes without opening broad record visibility. For healthcare organizations that keep records private by default but need to collaborate on sensitive cases, this is a meaningful permission upgrade that supports HIPAA-conscious workflows.

• Recordings and transcription settings: Admins now have one centralized place to manage how meetings and calls are recorded and transcribed across the portal, including integrations with Zoom, Google Meet, and Microsoft Teams. For organizations managing complex multi-team conversations, this makes conversation capture easier to govern and audit.

• Real-time table updates on index pages (Public Beta): Property data on index pages now refreshes automatically as records are created or modified. For teams tracking patient status, ownership, or case changes throughout the day, this means working from current information without manual browser refreshes.

Financial Services

• Quote rules engine for compliance (Public Beta): Set rules that prevent incompatible products from being sold together or enforce mandatory discount limits, with real-time validation during the quoting process. For financial services firms with compliance requirements around product bundling or margin floors, this removes reliance on manual rep oversight.

• Automated credit memo management: Create credit memos directly from invoices that use automated sales tax. The system handles numbering and prorates tax accurately, maintaining a clean audit trail. For teams finalizing invoices regularly, this reduces manual reconciliation and keeps financial records accurate.

• Multiple stored payment methods: Contacts can now store more than one payment method — for example, a credit card for smaller transactions and ACH for larger ones. This reduces payment errors and provides the operational flexibility financial services customers often need for diverse transaction types.

Manufacturing

• Custom CRM object names on mobile: If your business uses "Opportunities" instead of Deals, or "Orders" instead of Invoices, those custom names now appear throughout the mobile app. Field reps no longer have to mentally translate HubSpot labels while on-site, the CRM speaks their language everywhere.

• Global phone presence with local numbers: Acquire HubSpot phone numbers in 15+ additional countries, including Germany, Mexico, and Malaysia, and port existing toll-free numbers directly to HubSpot. For manufacturers with regional teams or distributors across global markets, this makes local presence easier to maintain without a patchwork of external tools.

• Snowflake direct sync (Public Beta): Sync data from Snowflake — equipment usage metrics, billing health scores, operational data — directly to CRM records, where it's immediately available for workflows, reporting, and Breeze AI. No third-party middleware required.

Professional Services and Consulting

• Onboarding and success plans: Service Hub now includes structured onboarding pipelines with dedicated milestones, tasks, and out-of-the-box reporting that shows time spent in each stage and flags risks across your book of business. For consulting firms managing client onboarding, this provides the project visibility that used to require a separate tool.

• Breeze Assistant on mobile: When your day is back-to-back client meetings, mobile Breeze Assistant helps you walk in prepared. It surfaces CRM context, suggested talking points, and risks from attendees ahead of time, and lets you upload files, such as decks, notes, contracts, for immediate summaries or CRM actions from your phone.

• Sales documents access extended to core seats: Access to Sales Documents has been extended to core seats, with the limit increasing from 5 to 5,000 for these users. Consulting teams that rely on proposal templates and sales collateral no longer need a paid Sales or Service Hub seat for every team member who needs them.

Agencies and Marketing Services

• Multi-video stitching in the video editor: HubSpot's video editor now supports building a project from multiple raw files: trim, arrange, and edit clips on a single timeline, with branding and captions applied across the full project. Agencies producing video content for clients can now do more of this work inside HubSpot without exporting to a separate tool.

• Associate one asset to multiple campaigns: A single blog post, landing page, or website page can now belong to more than one campaign simultaneously. For agencies running multiple campaigns for the same client around shared assets, this eliminates cloning, simplifies version control, and ensures attributed revenue is reflected accurately across every campaign.

• Updated report quick edit and filter interface on dashboards: The dashboard quick edit and filter experience is now cleaner and more consistent, with a consolidated summary section, unified controls, and a simplified sidebar. For agencies that need to move quickly from client work into reporting, this means fewer clicks to surface the insights that matter.

Education and Events

• Workflow action to update contact participation state for marketing events: You can now use a workflow to automatically update a contact's participation state (Registered, Attended, or Cancelled) for manually created marketing events. For education and events teams running recurring webinars, info sessions, or trainings, this automates the full attendance journey instead of handling it manually.

• Reporting search enhancements (Public Beta): Search in reporting now shows suggestions and recently viewed items, groups results by type, and offers next steps, like building with AI or starting from a template, when no results are found. For teams navigating a large reporting footprint across events and programs, this reduces the time spent hunting for the right dashboard.

Consumer Brands and Ecommerce

• WhatsApp coexistence: Teams can now use the WhatsApp Business app and HubSpot Inbox or Help Desk simultaneously on the same number, with real-time sync across mobile, web, and desktop, plus a 180-day conversation backfill. For consumer brands handling support, lead qualification, or conversational commerce through WhatsApp, this is a significant operational upgrade.

• TikTok ad conversion events: Send CRM data, such as lifecycle stage changes, back to TikTok to tell its algorithm who your high-quality leads are. This creates a feedback loop that improves ad targeting and return on ad spend over time, without manual audience exports.

• Real-time table updates on index pages (Public Beta): Index pages now update property data automatically as records change. For ecommerce and consumer brands that need to react quickly to shifting customer signals and pipeline status, this means decisions are always based on current data, not whatever loaded when you first opened the tab.

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

You don't need to action every update at once. 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.

Original source

Release Notes: May Product Updates

May brought updates across AI, marketing, sales, service, commerce, and platform, with strong investments in Breeze Assistant capabilities, campaign flexibility, and expanding what teams can automate across the CRM. Catch up on all the product updates that went live this month.

Now Live

Breeze Assistant: more intelligence across more surfaces

Breeze Assistant picked up several capability upgrades this month, making it smarter and more useful for complex, iterative work. You can now get more accurate output, build richer deliverables, and manage CRM data, all without leaving the conversation.

• Focused clarifying questions: When Breeze needs a key piece of context before it can give a useful answer, it now surfaces a single interactive question card in the chat, with predefined options or a free-text field, so you get accurate output without a wall of questions upfront.
• Documents and canvas: Breeze can now create rich artifacts, including documents, email drafts, and custom HTML pages, in a dedicated canvas panel that opens alongside the chat. Refine through follow-up messages, browse version history, export as PDF, or send the email directly from the canvas.
• Advanced data visualizations: Ask Breeze for a chart in natural language, specify axes and data series, add annotations, blend in CRM and external data, and refine turn by turn, all inline in the conversation.
• Products: Ask Breeze to explain how a product is configured, create a new catalog item, or modify pricing tiers. Breeze shows a summary before saving anything.
• Email drafting: Email drafts open in the Breeze canvas for iterative editing, with version history, clipboard copy, or direct send, all without leaving Breeze.

Availability: Live for all hubs and tiers.

Breeze on mobile and in custom code workflows

Breeze reaches two more places where work actually happens: the HubSpot mobile app for reps on the go, and the workflow builder for teams that need custom code automation without writing it from scratch.

• Meeting Prep on mobile: Breeze automatically surfaces summaries of companies, contacts, and deals before your meetings, with suggested talking points, proactively appearing in the calendar widget on HubSpot Mobile Home. Available for all hubs and tiers.
• File Upload on mobile: Attach PDFs, images, and documents into Breeze conversations from your phone and ask Breeze to summarize, extract insights, or draft replies. Available for all hubs and tiers.
• Suggested Prompts on mobile: Ready-to-use queries surface based on what you are trying to do. Tap any prompt to run it instantly. Available for all hubs and tiers.
• Custom code workflow actions: Describe what you want a workflow action to do in plain language, and Breeze generates the full code with inputs, logic, and outputs, ready to review before saving. Test against a sample record from within Breeze before the action goes live. Available for Data Hub Professional or Enterprise.

AI connectors: Claude, ChatGPT, and GPT Image 2.0

HubSpot’s external AI connectors got meaningful upgrades this month, making it faster and more accurate to work with HubSpot data from the tools you already use, and improving the quality of AI-generated visuals inside HubSpot itself.

• Run analytical CRM queries in Claude: The HubSpot connector for Claude now uses a SQL-based retrieval method for faster, more accurate results on large datasets and cross-object queries. Claude writes and executes queries against your CRM, supporting aggregations, grouping, joins, and complex filtering, and returns computed results directly. Available for all hubs and tiers.
• Marketing and teams data in ChatGPT: The HubSpot connector for ChatGPT now supports campaigns and campaign metrics, landing pages, website pages, blog posts, team memberships, and user roles, all accessible via plain-language chat. Requires reconnecting your HubSpot account to grant the new permissions. Available for Content Hub or Marketing Hub Professional or Enterprise.
• GPT Image 2.0 for AI image generation: HubSpot’s AI image generation now runs on GPT Image 2.0, with meaningfully better text rendering within images, stronger prompt adherence, and more faithful edits that preserve visual details rather than regenerating from scratch. Available for Content Hub Starter or above.
• Multi-video stitching in the video editor: Add multiple clips to a video project, arrange them on the timeline, trim and edit each independently, and apply branding and captions across the full project. Frame-by-frame timeline previews and improved overlay editing controls are also included. Available for Content Hub or Marketing Hub Professional or Enterprise.

TikTok Lead Syncing and Ad Conversion Events

TikTok goes live with two connected features that close the loop between TikTok campaigns and your CRM, so leads flow in automatically and conversion data flows back out to improve targeting.

• TikTok Lead Syncing: When someone fills out a TikTok Instant Form, HubSpot automatically creates or updates a contact in your CRM in real time. Sync new leads only, or backfill from the past 90 days, and choose whether to enable synced leads as marketing contacts. Available for all Marketing Hub plans.
• TikTok Ad Conversion Events: Send CRM conversion data back to TikTok via the Events API, triggered by lifecycle stage changes or form submissions. TikTok’s algorithm uses this data to find more people like your best-converting leads, optimizing for actual business outcomes rather than clicks and views. Available for Marketing Hub Starter or above.

Help Desk: smarter routing, broader access, and AI-powered setup

Help Desk gets four updates this month that make routing more accurate, configuration faster, and access controls tighter, including capacity limits now available in Service Hub Pro for the first time.

• Smarter ticket capacity limits: Capacity limits now reflect active work rather than raw open ticket counts. Admins can exclude tickets based on pipeline stage or ticket age, so agents parked on waiting tickets don’t appear unavailable. Now available in Service Hub Pro, not just Enterprise.
• Help Desk Conversational Setup: A Breeze-powered assistant in Help Desk settings lets admins configure SLAs, ticket pipelines, and ticket defaults using natural language. Use pre-built quick actions or free-text prompts. The assistant asks for confirmation before applying any change, and the page refreshes in real time.
• Nested teams for default email: Admins can now select nested teams, not just top-level parent teams, when setting a default team email address in Help Desk.
• Restrict Help Desk email addresses: Only users with the Service Access permission can now select Help Desk email addresses as a From address when sending one-to-one emails from a record, preventing reps from accidentally sending from support addresses.

Availability: Live for Service Hub Professional and Enterprise.

Customer Agent: multiple brands, PDF attachments, and smarter handoffs

Customer Agent becomes more flexible and safer to deploy, with updates that address multi-brand organizations, richer visitor interactions, and more intuitive escalation controls, plus a cleaner chat experience for everyone.

• Multiple brands: Organizations can now create and configure a distinct Customer Agent per brand within a single portal, each with its own identity, brand voice, knowledge, and routing logic, with no cross-brand information or tone leakage. Requires the Brands add-on. Available for customers on Professional or Enterprise across supported hubs. Requires credits.
• PDF attachments: Visitors can now attach PDF files (up to 10MB) directly within a Customer Agent conversation. The file is immediately visible to both the AI agent and any human agent handling the conversation. Available for customers on Professional or Enterprise across supported hubs. Requires credits.
• Natural language handoff rules: Admins can write plain-language guidelines for when Customer Agent should hand off to a human, instead of maintaining keyword lists. Ready-made templates for common handoff scenarios are available to jump-start setup. Available for customers on Professional or Enterprise across supported hubs. Requires credits.

Customer success: Onboarding Plans and Customer Portal update

Two updates give customer success teams more structure for managing the post-sale relationship: one for running onboarding work inside HubSpot, and one that modernizes the customer-facing portal experience.

• Onboarding Plans: Customer success teams can now plan, execute, and track onboarding projects with structured tasks, milestones, and reporting directly in HubSpot. A new “Onboarding” pipeline is created by default for new Service Hub customers, along with five out-of-the-box reports covering stage distribution, time in stage, planned vs. actual timeline, status, and engagement.
• Customer Portal Experience Update: A refreshed portal design powered by HubSpot’s CMS, with improved search, sorting and filtering, and full conversation visibility. Migration takes about five minutes and carries over theme editor selections and ticket history. Once migrated, you can’t revert.

Availability: Live for Service Hub Professional and Enterprise.

Associate assets to multiple campaigns

You can now add the same asset to more than one campaign at a time, eliminating the need to clone assets for reuse and fixing fragmented attribution. A single asset now contributes revenue and influenced contacts across every campaign it’s part of.

Multi-association support is now live for landing pages, blog posts, website pages, SMS messages, podcast episodes, video, knowledge base articles, and case studies. A new Campaign Analyze tab also lets you compare multiple campaigns across reporting categories at once, with filters for campaigns and date ranges.

Availability: Multi-association for landing pages, blog posts, and website pages requires Content Hub or Marketing Hub Professional or Enterprise. Multi-campaign reporting requires Marketing Hub Professional or Enterprise.

Marketing email and automation updates

A busy month for marketing email, with more automation options, better export tools, a refreshed canvas, and several smaller updates across content, meetings, and survey workflows that reduce manual steps throughout the marketing cycle.

• Simple Workflows, simplified: A redesigned workflow experience in the Marketing Email editor with out-of-the-box templates and fewer clicks. Configure follow-up automations inline without leaving the editor. Available for Marketing Hub Starter or above.
• Email workflows object: Workflows can now be built based on the 1:1 email object, triggering automation from email events like email creation. This is for internal automation around email records, not for sending 1:1 emails from workflows. Available for Marketing Hub, Sales Hub, or Service Hub Professional or Enterprise.
• Export marketing emails to PDF and HTML: Export any marketing email as a PDF or HTML file from the editor or performance page, for stakeholder reviews, compliance archiving, or developer handoffs. Available for Marketing Hub Starter or above.
• Redesigned Marketing Studio canvas: New modes, a dock, snap to grid, and auto-layout help you stay focused on specific tasks without overcrowding the canvas. Available for Marketing Hub Professional or Enterprise.
• Multiple blog authors: Assign up to five authors to a single blog post and display all of them on your blog. Available for all hubs and tiers.
• Marketing event participation workflows: Workflow actions can now update a contact’s participation state to Registered, Attended, or Cancelled for manually created marketing events. Available for Marketing Hub, Sales Hub, Service Hub, or Data Hub Professional or Enterprise.
• Customize meeting confirmation emails: Customize the subject, title, body, image, and personalization tokens of the confirmation email sent when a contact books a meeting through your scheduling page. Available for Sales Hub or Service Hub Starter or above.
• SurveyMonkey surveys with automatic contact attribution: Embed SurveyMonkey surveys in HubSpot marketing emails with automatic contact attribution via a custom variable. No email field required on the survey. Available for all hubs and tiers.

Prospecting Agent Updates

Prospecting Agent gets easier to trigger from where reps already work, and HubSpot’s calling capabilities expand with Caller ID registration, new number availability across 15+ additional countries, and support for porting toll-free numbers.

• Enroll to Prospecting Agent from Gmail and Outlook: Enroll CRM contacts into Prospecting Agent directly from the HubSpot Sales Sidebar in Gmail, the contact profile card in the Outlook add-in, or the HubSpot toolbar when composing an email, without switching to HubSpot. Available for Sales Hub Starter, Professional, or Enterprise.
• Company recommendations in the daily digest: The Prospecting Agent daily digest now includes company recommendations. When the agent identifies a buying signal for a company you’re tracking, it surfaces the company, what triggered the recommendation, and suggested contacts, delivered each morning. Available for Sales Hub Starter, Professional, or Enterprise.

Updates to Calling

• Caller ID for HubSpot Numbers (U.S.): Register a business profile to display your company name when calling prospects. Approval takes 2-3 business days, plus an additional 2-3 days for Caller ID approval. Available for Sales Hub or Service Hub Starter or above.
• New HubSpot Numbers in 15+ additional countries: HubSpot phone numbers are now available in Germany, Mexico, Malaysia, Luxembourg, Poland, and more, including new mobile number types in several markets. Available for Sales Hub or Service Hub Starter or above.
• Toll-Free Porting (U.S./Canada): Port existing toll-free numbers (800, 888, 877, etc.) directly to your HubSpot account to maintain branded numbers customers already recognize. Available for Sales Hub or Service Hub Starter or above.

Cleanup Automation for CRM records

Keeping your CRM clean just got easier. You can now automate the removal of outdated records across four object types, so stale data gets cleared on a recurring schedule without anyone having to do it manually.

Set a policy based on criteria like time since last update and eligible records are removed immediately when automation is first enabled. New records that meet the criteria are removed on the first of every month. Deleted records can be recovered from the recycle bin within 90 days. Navigate to Settings > Account Cleanup to configure each object type: Contacts, Deals, Leads, and Projects.

Availability: Live for Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM Enterprise.

Updates to Payments

Five updates give revenue and finance teams more flexibility to record, manage, and understand payment data in HubSpot, including new options that don’t require a connected payment processor at all.

• Create payment records without payment processing: Manually record external payments directly in HubSpot via Commerce > Payments, from a CRM record card, via import, or through a workflow, without connecting a payment processor. Available for all hubs and tiers.
• Multiple stored payment methods: Buyers can now store multiple payment methods per contact. Reps select from a dropdown of saved methods in the Invoices and Subscriptions editors. Available for all hubs and tiers.
• Custom refund reasons: Admins can create custom refund reasons to understand root causes, visible in payment history, the payment index, and exports. Available for all hubs and tiers.
• Credit memos with automated sales tax: Credit memos can now be created from invoices using automated sales tax, with tax automatically prorated based on the credited portion. Credit memo numbers are also generated automatically. Available for all hubs and tiers.
• Self-serve Stripe subscription migration: Migrate eligible Stripe subscriptions to HubSpot yourself, up to 1,000 at once, with HubSpot automatically pausing the original Stripe subscriptions to prevent double-billing. Requires a connected Stripe payments account. Available for all hubs and tiers with a connected Stripe account.

Quotes and sales documents

Quotes become more customizable for advanced teams, and packaging changes make core sales tools available to more users without requiring additional seats.

• Custom-coded modules for Quotes: Developers, admins, or solutions partners can now build custom, interactive, data-rich HubSpot CMS React modules embedded directly into quote templates or individual quotes, accessing CRM data, pulling from external sources, or providing configurable UIs for quote creators. Available for Commerce Hub Professional or Enterprise.
• Send quotes with email templates, tokens, and meeting links: The quote send flow now includes the same tools as HubSpot’s standard email composer: personalization tokens, saved templates, document and meeting link inserts, and an improved From dropdown for team inboxes. Available for Commerce Hub Professional or Enterprise.
• Sales Documents packaging simplification: Full Sales Document access is extended to core seat users, with the per-account document limit increasing from 5 to 5,000. Available for Sales Hub Starter or above.
• Email Templates and Snippets packaging simplification: Core seat users now have full access to all email templates and canned snippets without needing a Sales or Service Hub seat. The per-account template limit is increasing to 10,000. Available for Free, Sales Hub, and Service Hub accounts.

Reporting and dashboards

Reporting gets more data to work with, a cleaner interface, and better organization tools, making it easier to find what you need and build on it.

• Subscriptions event data in the Report tool: Subscription event data is now available in the Custom Report Builder under Communication Subscriptions, with fields for brand, source, status, channel, consent updates, and timestamp. Report templates are available in the report library under Marketing > Communication subscriptions. Available for Marketing Hub Professional or Enterprise.
• Updated Report Quick Edit and Filter interface: The report quick edit and filter interface on dashboards has been refreshed with a consolidated Summary section, unified controls, and a simplified sidebar, reducing clicks to find answers. Available for all hubs and tiers.
• Tags in Dashboards: Add, remove, and filter tags on dashboards, including bulk tagging and saved filtered views, to organize and locate dashboards faster. Each dashboard supports up to five tags. Available for Professional or Enterprise subscriptions.

Data, sync, and integrations

Several updates reduce the manual work of connecting HubSpot to external data sources, with smarter setup suggestions, automatic field mapping, and a new native integration with Google Drive.

• Data Studio enrichment updates: Enrich datasets with company and contact data directly inside the Data Studio builder, making enrichment a first-class action rather than a side step. Available for Data Hub Professional or Enterprise.
• Auto-generate custom field mappings in Data Sync: Click “Generate mappings” when configuring a sync to get automatically suggested field matches based on semantic analysis, reducing the manual work of mapping dozens of custom fields. Available for Data Hub Starter or above.
• Object recommendations for spreadsheet apps: HubSpot now analyzes your table and column names from Airtable, Smartsheet, Monday.com, Kintone, or Notion and recommends which HubSpot object to sync your data to. Available for all hubs and tiers.
• Shopify App update: product variants sync: Product variants (different sizes, colors, etc.) now sync into HubSpot as individual records tagged as Variant and linked to their parent product, enabling more accurate cart, order, and campaign analytics at the variant level. Available for all customers using the HubSpot-built Shopify app.
• New Google Drive app: Connect personal drives, shared drives, folders, and files to any CRM object type. Attach Drive documents from the record right-side panel, generate Breeze-powered overviews for Docs, Slides, and PDFs, and automate Drive file management through workflows. Available for all HubSpot customers. Workflow automation requires Professional or Enterprise.

WhatsApp, Slack, and communication updates

HubSpot expands how you can use WhatsApp and Slack alongside the CRM, and adds two updates that reduce maintenance overhead for bulk subscription management and Customer Agent knowledge sources.

• WhatsApp Coexistence: Use the WhatsApp Business app and HubSpot Inbox or Help Desk simultaneously on the same WhatsApp Business number. Messages sync in real time across mobile, web, and desktop, with no primary device logout required. HubSpot backfills the last 180 days of conversations on connection. Available for Marketing Hub Professional or Enterprise.
• Slack App: customize HubSpot link previews: Control which properties appear when HubSpot links are shared as previews in Slack, and edit supported CRM properties inline from the preview. Changes save back to HubSpot automatically and respect existing permissions. Available for all hubs and tiers.
• Bulk Action Completion Notifications for Communication Subscriptions: When you bulk edit communication subscriptions for a large contact list, HubSpot now sends a completion notification when the action finishes, reducing resubmission and duplicate changes. Processing speed has also been improved. Available for all hubs and tiers.
• Domain Crawler for Imported URLs in Knowledge: When adding a public URL as a knowledge source for Customer Agent, enable automatic crawling of up to 5,000 pages linked from that domain, with path-level controls to include or exclude specific sections. Pages refresh weekly automatically. Available for HubSpot Credits customers on Professional or Enterprise.

Mobile improvements

The mobile app closes several gaps with the desktop experience this month, making it a more reliable tool for reps who live in the field and need accurate data on the go.

• Mobile Conversations Inbox migration: The Conversations Inbox in the HubSpot mobile app has been rebuilt as a fully native implementation on iOS and Android, replacing the previous React Native build. Delivers smoother scrolling, faster loading, and lower battery drain, and ensures continued availability in the Google Play Store. Available for all hubs and tiers.
• Custom CRM Object Names on mobile: Custom names admins set for default CRM objects on desktop, like renaming Deals to “Opportunities,” now appear everywhere in the mobile app, including navigation, record headers, and related property labels. Available for all hubs and tiers.
• Mobile List Views mirror desktop: Mobile list views now display the same properties configured in your corresponding desktop table view, up to 20 columns from the left. Reordering columns on desktop automatically updates mobile. Available for all hubs and tiers.
• Auto-Fill Company Details from the Chrome Extension: When you visit a company website not already in your CRM, the Chrome Extension surfaces enriched company data in the sidebar and auto-fills the creation form when you click Add Company. Available for Marketing Hub, Sales Hub, Service Hub, Content Hub, or Operations Hub Starter or above. Free users see a limited preview.

Sandboxes get more complete

Four updates make standard sandboxes more faithful to production environments, so what you test actually reflects what you’ll ship.

• Email footers and subscription types: Both are now automatically copied from your production account when you create a new sandbox, so end-to-end email testing doesn’t require manual rebuilding.
• Custom email template support: Automated marketing emails using custom templates or custom modules are now copied on sandbox creation, along with their dependent workflows, lists, and forms.
• Teams and record customizations: Team-based record customizations are automatically copied to new sandboxes, enabling user acceptance testing with team-specific layouts and real production configurations.
• Sandboxes roadmap visibility: View upcoming sandbox asset support and betas directly from Settings > Sandboxes via the megaphone icon, and share feedback on which unsupported asset types matter most.

Availability: Live for Enterprise across Commerce Hub, Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM.

Admin, governance, and CRM updates

A range of admin and governance improvements give teams more precise control over access, data quality, and how work moves through HubSpot, covering everything from brand permissions to the Tasks app.

• Brand Settings Permissions: Dedicated view and edit permissions for Brand context give Super Admins precise control over who can manage brand assets without exposing unrelated account settings. Existing users with “Edit Account Defaults” are automatically migrated. Available for all hubs and tiers.
• Recordings and Transcription Settings: A new consolidated settings page manages recording and transcription controls for Notetaker and supported video conferencing integrations (Zoom, Google Meet, Microsoft Teams) in one place. Available for Sales Hub or Service Hub Professional or Enterprise.
• New operators for conditional property logic: “Is known,” “any of,” “not equal to,” and “is none of” are now supported in addition to “is equal to,” enabling smarter, more flexible data quality rules across your CRM. Available for Professional or Enterprise across supported hubs.
• Share Individual Activities: Calls, meetings, emails, tasks, and notes can now be shared with specific users and teams from the Actions dropdown on any activity, giving precise collaboration access without broad visibility. Available for Enterprise across supported hubs.
• One-Click Approval Reminder: A bell icon in the Approvals panel lets requesters nudge approvers directly without chasing them in a separate channel. Available for Content Hub or Marketing Hub Enterprise.
• Tasks App Refresh: The Tasks app has been rebuilt on the CRM framework with table, board, and Gantt views, richer filtering, and a customizable Task Pipeline with Task Stages, making tasks consistent with the rest of the CRM. Available for all hubs and tiers.

May’s investments run deep across nearly every part of the platform. Breeze became more capable and more accessible, from document creation and data visualization to mobile meeting prep and custom code generation. Campaigns became more flexible with multi-asset association. TikTok graduated from beta to fully live. And foundational improvements across sandboxes, Help Desk, reporting, and mobile show continued work on making the platform more accurate, more configurable, and easier to govern at scale.

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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