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.

Original source

This week's roundup spans CPQ, billing, and payments.

Custom Quote modules have officially gone live, Quote Rules are now open to public beta with a round of meaningful improvements, the invoicing loop just got a lot tighter for AST customers, and there's even a brand new way to access working capital without leaving HubSpot.

Let's get into it...

Access working capital, directly from HubSpot (Public Beta)

HubSpot Capital (powered by Stripe) puts working capital in reach from the same place you're already managing your revenue.

Commerce Hub customers using HubSpot Payments or Stripe in the US and UK can now apply for financing directly in HubSpot — no bank visit, no lengthy application, no waiting around. Pre-qualified customers are identified automatically based on their payment history and can receive funding in 1–2 business days if approved.

Find the offer notification in Commerce → Payments, review your offer, adjust the amount with a slider, and submit your application. Repayments are automatically deducted from future transactions, so there's nothing to manually track.

Close the invoicing loop for AST customers with Credit Memos (GA)

Merchants using automated sales tax can now create credit memos directly from AST-enabled invoices — something that wasn't possible before. Tax is prorated automatically to the credited amount, capped at the amount originally reported, and reversed in the background without any manual calculation.

This closes a meaningful gap in the end-to-end invoicing flow. Whether it's issuing a partial credit, handling a return, applying a retroactive discount, or writing off a balance, merchants no longer hit a dead end the moment they need to make a correction. Credit memo numbers are now auto-generated too, removing one more manual step on every finalized credit memo.

Migrate legacy quote templates in a few clicks (Public Beta)

The Quote Template Migration Tool is now in public beta. Admins with access to both Legacy Quotes and Commerce Hub Quotes can now migrate a standard legacy template into Commerce Hub in a single flow — producing an editable Commerce Hub template and a migration report in one shot.

If rebuilding quote templates from scratch has been the thing holding you back from fully switching to Commerce Hub Quotes, this is your unlock.

More guardrails, less friction: Quote Rules enters Public Beta (Public Beta)

Quote Rules are now open to public beta — and they've come a long way since private beta. Several improvements shipped alongside this launch:

• Quote Rule Templates: Common use cases are pre-built as templates so admins can get started without building formulas from scratch
• Cleaner formula editing: The rule editor is easier to read, update, and reuse
• Incompatible product graying: Reps see invalid product combinations clearly grayed out in the line item panel before they try to add them
• Inline feedback: Rule feedback now surfaces subtly within the editor, replacing the disruptive banners from before

The result is fewer quoting errors reaching the buyer, with less friction for the rep building the quote.

Note: Quote Rules are available for Commerce Hub Enterprise only.

Build any quote experience you can imagine with Custom Quote Modules (Now live!)

Custom-coded modules are now generally available to Commerce Hub Pro and Enterprise customers. After a successful public beta, admins, developers, and solutions partners can now build any custom, interactive element and embed it directly into quote templates or individual quotes.

That means full brand control, conditional logic, external data pulls, even capturing buyer inputs right on the quote — all without workarounds. Whether you need to swap terms and conditions based on company type, pull in product specs from an external database, or render a custom line item experience, the quote is now a fully extensible platform.

And with AI coding agents making it easier than ever to generate the underlying code, the barrier to entry has never been lower.

A few more Live releases from this week

Self-serve Stripe Subscription Migrations (Live): You can now migrate eligible Stripe subscriptions to HubSpot yourself — no support ticket, no waiting. Navigate to Settings → Payments → Payments Accounts, review eligible subscriptions, and start the migration. HubSpot automatically pauses the original Stripe subscription once the migration completes to prevent double billing.

External Payments and Multiple Stored Payment Methods — now Live: Both features from Roundup #5 have officially graduated to GA. You can now track payments processed outside HubSpot (checks, bank transfers, and more) and store multiple payment methods per contact for more flexible billing.

Original source

Create, update and test custom code workflow actions with Breeze Assistant

Breeze Assistant can now write, test, and iterate on custom code workflow actions. Describe what you want the action to do in plain language, and Breeze generates the full code — including input definitions, logic, and data outputs — ready for you to review, edit, and save. Previously, Breeze Assistant was limited to assembling workflows from HubSpot's standard actions or available third-party app actions.

To use it, open Breeze Assistant in Workflows and describe the action you want to build. You can specify your preferred language (defaults to JavaScript), which object properties to use as inputs, and expected outputs. Breeze generates the action, and you review it in the standard custom code editor before anything saves. Edit it directly to tune the logic, swap libraries, or adjust outputs.

A couple things to keep in mind: Secrets (API keys, tokens) are managed through the existing Manage secrets flow — Breeze references them by name in the code but never stores or sees the actual values. Testing from Breeze Assistant or the built-in test panel executes the action against a real record and can mutate it, just like using the standard Test flow in the UI.

No action required. This feature is now available for Data Hub Professional and Enterprise accounts.

New useCrmSearch Hook for UI Extensions

You can now use the new useCrmSearch React hook for UI extensions to search the CRM directly from app cards and app pages. You can now search, filter, and paginate across any CRM object type, including contacts, companies, deals, tickets, and custom objects, using free-text queries and structured filter groups, with built-in property formatting.

To use the hook, import it from the UI extension directory with import { useCrmSearch } from '@hubspot/ui-extensions' and pass a config object specifying the object type, properties to return and optional free-text queries and filter groups.

Learn more about the hook in our developer docs.

Blog Posts Can Now Be Attributed to Multiple Authors

You can now assign multiple authors to a single blog post for more accurate attribution. In the blog post settings, you can select multiple authors to attribute to a post.

Before assigning multiple authors to a single blog post, you must update the blog post templates to handle multiple authors. When using HubSpot’s default templates, assigned multiple authors will be displayed automatically.

To update your blog templates to feature multiple blog authors, use the HubL syntax content.blog_author_list. This will allow you to output a list of all authors associated with a specific blog post. From there, you can loop through the list of blog authors to display them on the post.

Example for loop:

{% set authors_to_display = content.blog_author_list if content.blog_author_list and content.blog_author_list|length > 0 else [content.blog_author] if content.blog_author else [] %}
{% if authors_to_display and authors_to_display|length > 0 %}
  <div class="blog-meta">
    <div class="blog-meta__avatars">
      {% for author in authors_to_display %}
        <div class="blog-meta__image-container">
          <img src="{{ author.avatar or get_asset_url('../images/avatar-placeholder.jpg') }}" alt="{{ author.display_name|escape_attr }}" width="48" height="48">
        </div>
      {% endfor %}
    </div>

    <div class="blog-meta__content">
      <div class="blog-meta__authors">
        {% for author in authors_to_display %}
          {% if author.display_name %}
            {{ author.display_name|sanitize_html }}{% if not loop.last %}{% if loop.revindex == 2 %}, and {% else %}, {% endif %}{% endif %}
          {% endif %}
        {% endfor %}
      </div>
    </div>
  </div>
{% endif %}

Stage Calculated Properties for Custom Objects

Custom objects can now have stage calculated properties that automatically track how records move through pipeline stages. These properties function the same way as the stage calculated properties that already exist for standard objects like tickets and deals.

See the product update for more details.

HubSpot IP Ranges Webhooks

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

We previously announced email notifications for account admins. Now webhook notifications are available via the IP Ranges API. Customers can register a webhook endpoint to receive callbacks when IP ranges change.

See the documentation for more details.

Reminder: Legacy CRM Cards Deprecation for October 31, 2026

This is a reminder that support for legacy CRM cards built with the CRM Extensions API is being deprecated on October 31, 2026. This deprecation was originally announced on May 15, 2025.

What's changing?

Legacy CRM cards built with the legacy CRM Extensions API will no longer be supported on October 31, 2026. After that date, legacy CRM cards will no longer render in HubSpot CRM records. This does not affect UI Extensions built with Projects. Only legacy cards created via the legacy CRM Extensions API (/crm/v3/extensions/cards and related endpoints) are impacted.

Key dates and next steps:

• May 15, 2025: Deprecation originally announced
• October 31, 2026: Classic CRM cards stop rendering. The CRM Extensions API endpoints supporting classic cards will be removed.

To get ready:

• Audit any apps using the CRM Extensions API to identify classic CRM cards that need to be migrated.
• Rebuild impacted cards as UI Extensions and the Projects framework.
• Test migrated cards in a developer account before the October 31, 2026, deadline.

Helpful resources:

• App cards overview
• Migrate a legacy CRM card to an app card
  • Legacy CRM Card to UI Extension Converter
  • Migrating Legacy CRM Cards to App Cards Demo

Unformatted Number properties now support decimals

Users can now enter decimal values into CRM properties configured with the “Unformatted Number” field type. Previously, these properties only accepted whole numbers, which created limitations for use cases requiring more precise numeric values.

This update removes a key usability barrier and expands support for workflows and integrations that rely on decimal-based data.

HubSpot CLI updates: improve project uploads, account linking, and local development

Recent HubSpot CLI releases introduced several updates to make project development and deployment more reliable. Project uploads now support NPM workspaces, include stronger audit and ESLint validation, support --skip-npm-audit, and correctly return failed exit codes when build or deploy steps fail. The CLI also adds hs project app-install-status for checking app installation state, --use-env support for project commands, and custom local development ports with hs project dev --port.

Account management has also been improved with the new hs account link and hs account unlink commands, which let developers scope authenticated accounts to a specific directory. These releases also include expanded MCP tooling, clearer debug and command failure logs, improved project linting, updated “Content Hub” terminology, and fixes for sandbox creation timeouts, version reporting, CMS serverless function defaults, and multi-function project logs.

Upgrade the CLI with npm install -g @hubspot/cli and learn more in the HubSpot CLI commands overview.

HubSpot CLI introduces global authentication with directory-level account linking

The HubSpot CLI now uses a global authentication model with per-directory account linking, helping developers manage authenticated accounts from a single source of truth. Developers can authenticate accounts globally, then use hs account link to associate specific accounts with a project directory, set a local default with hs account default, view the active context with hs account current and remove linked accounts with hs account unlink.

This update reduces duplicated repo-local configuration and makes it clearer which account a project is using, helping prevent accidental deployments to the wrong account. Existing legacy .hsaccount files are migrated to the new .hs/settings.json format automatically where possible.

Learn more in the HubSpot CLI account commands reference.

Public Betas

Manage Stage Calculated Properties by Pipeline

Users can now control which pipelines and pipeline stages generate stage calculated properties (SCPs). By default, SCPs are disabled for new custom pipelines and stages but can be enabled anytime. Previously, SCPs were automatically created for every pipeline and stage, which could add hundreds or thousands of properties to an account whether they were needed or not. If your integration uses stage calculated properties, you will need to account for those properties not being created for all custom pipelines.

This feature is currently in public beta. See the product update for more details and to join the beta to test this feature.

Custom URL support in the telemetry component

The HubSpot telemetry component now supports routing data to a custom backend. Previously, telemetry export was limited to Sentry and Honeycomb. With this update, you can now direct app telemetry data to any backend you control.

To use it, follow the telemetry setup guide (https://developers.hubspot.com/docs/apps/developer-platform/add-features/add-telemetry) and set providerType to CUSTOM_BACKEND, then add an endpointUrl field pointing to your backend. HubSpot will forward your app's telemetry data to that endpoint.

This feature is available in public beta on the Developer Platform.

Questions or comments?

Please join us in our developer forums.

Original source

Public beta is now open: HubSpot Smart CRM just got a major upgrade.

TLDR;

HubSpot's Smart CRM index — the central place for managing Contacts, Companies, Deals, Tickets, and Custom Objects — has been rebuilt from the ground up and will be available in public beta starting May 27th.

• What's changing: The new index is faster, more flexible, and requires no tab-switching. View settings, filters, reports, and AI insights are all accessible in one place.
• Key new features: Collapsible filters, an on-page report view, AI-powered column insights via Breeze, and inline property management.
• Best for: Sales reps and CRM admins who want to manage pipeline and surface insights without leaving the index.
• Timeline: Public beta will be available for opt in on May 27th; full rollout to all customers in late July.
• Get started: Visit the Streamlined Index Resource Center to learn all you need to know. On May 27th, opt into the beta in the Product Updates section of your portal.

Keep reading for more details.

Why HubSpot rebuilt the Smart CRM index:

Customers told us the index — where you go to work with your Contacts, Companies, Deals, Tickets, and other objects — was overwhelming and not flexible enough. So we rebuilt it.

What's new in HubSpot's Smart CRM index:

These improvements apply to Companies, Deals, Contacts, Tickets, and Custom Objects:

1. View settings are easy to find and use. Adjust the look and feel of your index directly — no more navigating to a separate Settings page.
2. Filters and metrics are collapsible. Hide what you don’t need; surface it when you do.
3. Get a report view, right on the index. See your data as a report directly on the index page. No need to ask Breeze Assistant or check a separate dashboard.
4. AI insights on columns. With one click, Breeze generates insights across your records. It's a fast way to spot what's working and what can be improved, without manual analysis.
5. Property management, in one place. From that same button, you can quickly add columns, create properties, or use Data Agent to create a smart property, no app-switching required.

Frequently Asked Questions:

What is the Smart CRM index in HubSpot?

The Smart CRM index is the central page in HubSpot where you manage your Contacts, Companies, Deals, Tickets, and Custom Objects. It serves as the primary workspace for sales reps and CRM admins.

Who benefits most from the new streamlined index?

Sales reps, CRM admins, and team managers benefit most. Reps gain faster pipeline visibility, managers can access inline reports without leaving the index, and admins can manage properties without switching apps.

Do I need to switch to the new Smart CRM index?

Eventually. This rolls out to all customers in late July. In the meantime, we encourage you to opt into the public beta now to get ahead of the change, train your team, and make the transition on your own timeline.

How do I learn more about the streamlined index?

Visit the Streamlined Index Resource Center for demos, a training guide for reps, Knowledge Base articles, and more. Learn more about view types here.

How do I opt in to the Smart CRM index public beta?

It’s easy. Beginning May 27th, go to the Product Updates section of your portal and opt in there, or use the in-app banner on the index. (Don’t see it yet? It’s coming within a few days.)

What if I have questions?

Drop a comment below or contact your CSM directly. We’re always happy to help!

Original source

Beginning May 26, 2026, the ability to create new legacy public apps via the Developer Platform UI will be permanently disabled. New public app development should use the Projects-based app platform.

What's changing?

The Developer Platform UI will no longer allow the creation of new legacy public apps. The rollout occurs on two timelines based on account creation date:

• New accounts (created on or after May 26, 2026): Legacy public app creation is disabled as of May 26, 2026.
• Existing accounts (created before May 26, 2026): Legacy public app creation is disabled as of June 23, 2026.

Existing legacy public apps are not affected by this change. They will continue to function as-is. Existing or new legacy private apps are also not affected at this time. A separate migration initiative, with its own timeline and tooling, will address the migration of existing legacy public apps to the Projects-based platform.

How it works

To create apps intended for listing in the Marketplace, use the HubSpot CLI with Projects-based tooling. Project-based apps support CLI-based workflows, UI extensions, app cards, and dedicated deployment tooling. Follow the developer documentation to set up your environment and create your first project-based app.

Key dates and next steps:

• May 26, 2026: Legacy public app creation is disabled for all accounts created on or after this date.
• June 23, 2026: Legacy public app creation is disabled for all accounts created before May 26, 2026.

To get ready:

• If you are building a new app intended for the Marketplace, begin using the Projects-based platform now.
• Review the HubSpot CLI and Projects documentation to set up your development environment.
• No action is required to maintain existing legacy public apps — they continue to function without interruption.

Helpful resources:

• Projects-based app developer documentation
• HubSpot App Marketplace listing requirements
• Migration guide for existing legacy public apps

Questions or concerns?

Join us in the Developer Community Forum for a peer-to-peer discussion.

Original source

Soon in public beta: HubSpot Smart CRM just got a major upgrade.

TLDR;

HubSpot's Smart CRM index — the central place for managing Contacts, Companies, Deals, Tickets, and Custom Objects — has been rebuilt from the ground up and will be available in public beta starting May 27th.

• What's changing: The new index is faster, more flexible, and requires no tab-switching. View settings, filters, reports, and AI insights are all accessible in one place.
• Key new features: Collapsible filters, an on-page report view, AI-powered column insights via Breeze, and inline property management.
• Best for: Sales reps and CRM admins who want to manage pipeline and surface insights without leaving the index.
• Timeline: Public beta will be available for opt in on May 27th; full rollout to all customers in late July.
• Get started: Visit the Streamlined Index Resource Center to learn all you need to know. On May 27th, opt into the beta in the Product Updates section of your portal.

Keep reading for more details.

Why HubSpot rebuilt the Smart CRM index:

Customers told us the index — where you go to work with your Contacts, Companies, Deals, Tickets, and other objects — was overwhelming and not flexible enough. So we rebuilt it.

What's new in HubSpot's Smart CRM index:

These improvements apply to Companies, Deals, Contacts, Tickets, and Custom Objects:

1. View settings are easy to find and use.
   Adjust the look and feel of your index directly — no more navigating to a separate Settings page.
2. Filters and metrics are collapsible. Hide what you don’t need; surface it when you do.
3. Get a report view, right on the index.
   See your data as a report directly on the index page. No need to ask Breeze Assistant or check a separate dashboard.
4. AI insights on columns.
   With one click, Breeze generates insights across your records. It's a fast way to spot what's working and what can be improved, without manual analysis.
5. Property management, in one place.
   From that same button, you can quickly add columns, create properties, or use Data Agent to create a smart property, no app-switching required.

Frequently Asked Questions:

What is the Smart CRM index in HubSpot?

The Smart CRM index is the central page in HubSpot where you manage your Contacts, Companies, Deals, Tickets, and Custom Objects. It serves as the primary workspace for sales reps and CRM admins.

Who benefits most from the new streamlined index?

Sales reps, CRM admins, and team managers benefit most. Reps gain faster pipeline visibility, managers can access inline reports without leaving the index, and admins can manage properties without switching apps.

Do I need to switch to the new Smart CRM index?

Eventually. This rolls out to all customers in late July. In the meantime, we encourage you to opt into the public beta now to get ahead of the change, train your team, and make the transition on your own timeline.

How do I learn more about the streamlined index?

Visit the Streamlined Index Resource Center for demos, a training guide for reps, Knowledge Base articles, and more. Learn more about view types here.

How do I opt in to the Smart CRM index public beta?

It’s easy. Beginning May 27th, go to the Product Updates section of your portal and opt in there, or use the in-app banner on the index. (Don’t see it yet? It’s coming within a few days.)

What if I have questions?

Drop a comment below or contact your CSM directly. We’re always happy to help!

Original source

If you've ever looked at a traffic drop and wondered, "Is this a me problem or an AI problem?" — we built something that helps answer that.

AEO Sensor

AEO Sensor is a free, public dashboard that tracks how much answer engine behavior is actually changing across the industry. Three things it shows:

• Answer Engine Volatility: A 0–100 score measuring how much daily citation, mention, and AI-referred traffic behavior deviates from a widespread average. Bands: Calm (0–39) · Moderate (40–59) · Elevated (60–89) · Extreme (90+).
• AI-Referred Traffic Trends: Directional estimates of how much traffic answer engines are sending to websites, from anonymized HubSpot customer data.
• AI Visibility Benchmarks by Industry: How visibility and citation share shift across industries over time.

This shows the landscape, not your specific brand. It's a benchmark, which is useful for understanding whether the volatility you're experiencing is isolated or industry-wide. To see how your brand is showing up in AI search, get started with HubSpot AEO.

A few questions for the community:

• Have you tried to track AI traffic trends for your industry? What's your current approach?
• When answer engine behavior shifts, how do you usually find out?
• What would make a tool like this actually useful in your day-to-day?

→ hubspot.com/aeo-sensor

Original source

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

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

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

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

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

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

Watch the demo

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

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

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

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

Watch all 3 the demos!

Product Rules Block Scenario

Upsell Recommendation Scenario

Discount rules

Note: Quote Rules are available for Commerce Hub Enterprise only

Why this matters

These launches solve two sides of the same quoting challenge.

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

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

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

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

Original source

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

Track payments processed outside of HubSpot (Public beta)

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

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

Watch the demo - Payments Object for everyone!

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

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

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

Watch the demo - Multiple stored payment methods

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

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

Original source

Unsupported developer platform + API versioning requirements

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

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

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

Enforcement timeline:

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

Legacy CRM card deprecation requirements

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

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

Uninstall app endpoint usage requirement

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

DELETE /appinstalls/v3/external-install

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

Apps must use OAuth v3 endpoints

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

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

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

Token access and storage security questionnaire

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

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

Testing credentials no longer required for app listing

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

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

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

Original source

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

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

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

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

B2B SaaS

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

Marketing

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

Sales

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

Service & Operations

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

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

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

1. Ask Breeze: If you’re curious about a specific tool, just ask: "What’s the latest on the Help Desk?" and let it summarize the updates for you.
2. The "New To You" Tab: Under Profile → Product Updates, you’ll find a ‘New to you’ filter. It’s the fastest way to see what has changed in your portal since you last logged in.

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

Original source

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

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

Track payments processed outside of HubSpot (Public beta)

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

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

Watch the demo - Payments Object for everyone!

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

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

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

Watch the demo - Multiple stored payment methods

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

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

Original source

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

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

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

But we think it can be even better.

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

Welcome to the “v2” project

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

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

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

Benefits of the v2 platform

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

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

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

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

The release plan

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

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

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

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

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

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

Original source

Latest Commerce Hub releases

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

At a glance – what’s new this week

Invoices

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

Products & Taxes

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

Credit Memos & Accounting

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

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

CPQ: Pain relief for single tax regions

Default manual tax rates (Live)

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

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

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

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

Demo – Default manual tax rates

Billing: big wins for invoice editability and credit memos

Invoice editability: balance‑changing properties (Private beta)

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

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

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

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

Demo – Edit balance‑changing invoice properties

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

Credit Memo sync with QuickBooks Online (Live)

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

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

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

Demo – Credit Memo sync with QuickBooks Online

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

• Connect HubSpot and QuickBooks Online

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

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

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

This makes it much easier to answer questions like:

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

Demo – Credit Memos: Object settings & associations

Rollout note

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

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

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

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

Legacy CRM Card Migration Tool Now Available

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

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

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

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

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

What's changing?

New Capabilities

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

Deprecation Reminder

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

Who Needs to Take Action

Developers should migrate if:

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

What does this mean for developers?

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

Step 1: Prepare Your App

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

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

Step 2: Migrate Your App

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

hs app migrate

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

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

• Migrate an existing public app to the projects framework

If your app is already project-based, run:

hs project migrate

Step 3: Create a Replacement App Card

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

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

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

Important migration notes

Ticket Support Considerations

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

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

Release the App Card

For migrated Marketplace apps:

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

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

Migrate Customer Views

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

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

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

Example Response:

Migration Underway: X of X installs still processing

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

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

Standardized Memberships Error Messaging

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

What's changing?

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

How it works

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

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

Client Secret Rotation Now Available in Developer Platform UI

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

What's changing?

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

Client secret rotation is available in:

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

Why it matters

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

Action required

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

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

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

What's changing?

associateWithContactId

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

Example of associateWithContactId:

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

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

senderActorId

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

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

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

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

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

Personalized app and agent recommendations with Breeze Assistant

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

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

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

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

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

Public Betas

Workflow action to change contact participant state for a marketing event

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

With this workflow action, automatically mark contacts as:

• Registered
• Attended
• Canceled

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

HubSpot IP Ranges Notifications

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

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

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

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