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Original source

HubSpot Product Updates for September 2026

September brought updates across ads, Breeze, Customer Agent, Agent Builder, and the developer platform. Below, updates are grouped by the team they help most. Let's dig into the highlights.

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Table of Contents

• Marketers
• Sellers
• Support & Success
• Admins & Operations
• All Teams

What’s New for Marketers

AI Growth Bundle: HubSpot Starter with ChatGPT

The AI Growth Bundle connects HubSpot Starter with ChatGPT so new customers can reach buyers searching in ChatGPT and manage those leads in their CRM.

• Starter pricing: Starter seats are 65% off with annual billing or 50% off with monthly billing, plus buy one, get one free ChatGPT Business seats with an annual subscription.
• ChatGPT Ads: Create ChatGPT Ads in HubSpot and see campaign reporting alongside your other ad networks.
• HubSpot connector: Check deal status and log activity inside ChatGPT.

Availability: New HubSpot customers only.

Learn more.

Ads: TikTok Smart+, Microsoft Ads, and easier account management

Ads gets new networks and less friction, so you can create, connect, and monitor campaigns in one place.

• TikTok Smart+ ad creation: Create TikTok Smart+ Traffic ads in HubSpot. TikTok's AI generates and tests up to 50 creative variations from your images or videos, up to five text variations, and up to three CTAs.
• Microsoft Ads integration: Connect Microsoft Ads to see reporting and attribution next to your other channels.

Learn more.

• Ad account health pill: One indicator at the top of the Manage tab groups account, tracking, and lead syncing errors, with direct links to fix each one. It replaces the floating banners.
• New onboarding wizard: A step-by-step flow covers choosing a network, connecting accounts, configuring lead syncing, and installing pixels.

Availability: Onboarding wizard for all Marketing Hub tiers. All other features for all hubs and tiers.

Forms and campaigns

Forms get portal-wide spam controls and more flexible campaign attribution.

• Global email domain blocking: Block up to 1,000 email domains, including known free-email providers, across every form from Settings > Marketing > Forms > Submission Settings. Per-form blocking still works alongside it.
• Multiple campaigns per form: Associate one form with several campaigns from the form editor or the campaign tool.
• Campaign APIs: The Campaigns API adds endpoints to list asset types, clone a campaign and its assets, list cloneable assets, and check cloning status. The Goals API can now create goals tied to a campaign.
• Zoom webinars in workflows: The Register contact for webinar action now offers a searchable dropdown of your Zoom webinars instead of a pasted webinar ID.

Availability: Multiple campaigns per form and Campaign APIs for Marketing Hub Pro+. Global email domain blocking and Zoom webinars in workflows for all hubs and tiers.

Segments and brand voice

Build audiences and on-brand content with less setup.

• Create segments with Breeze: Describe an audience in plain language, in Breeze Assistant or by choosing Start with AI in the Segments app, then review and refine the suggested filters before saving.
• Editable filter group names: Rename filter groups in the segment builder, for example "Recent MQL Conversions," so complex segments are easier to scan.
• Automatic brand voice setup: HubSpot now generates a brand voice from your website, existing content, and content best practices. Use it as is, adjust attributes, or upload writing samples or brand guidelines. It applies across AI surfaces such as the blog tool and Breeze Assistant.

Availability: Brand voice for Pro+ of Marketing, Content, Sales, Service, Data, and Revenue Hub. Segment features for all hubs and tiers.

What’s New for Sellers

Notetaker and mobile recording

Notetaker now reaches Starter and moves from capture to action, and reps can record in-person conversations with one tap.

• Notetaker with Smart Deal Progression: Notetaker captures meetings and calls, then uses the transcript and deal context to suggest or auto-approve CRM updates. Before the next conversation, it surfaces deal scores, risks, and buyer goals.

Learn more.

• One-tap mobile Notetaker (iOS and Android): Tap the home screen microphone to record an in-person meeting or voice note with no CRM record needed first, including offline. A new Review & Action tab lets you review the AI summary, generate a follow-up email, and accept or reject suggested CRM updates.

Get the app: iOS. Android.

• Recordings linked to scheduled meetings: Associate a one-tap recording to a scheduled meeting from the mobile app.
• Draft emails with Breeze on mobile: Tap Generate draft in the mobile email composer, enter a short prompt, and insert the result.

Learn more.

Availability: Notetaker with Smart Deal Progression for Starter, Sales Hub Pro+, and Service Hub Pro+. Mobile Notetaker for seated Sales Hub and Service Hub Pro+ users. Mobile email drafts for all hubs and tiers.

Prospecting Agent and buyer intent

Ask Breeze to set up prospecting, and act on signals for both new pipeline and existing customers.

• Prospecting plays and buying groups in Breeze: Describe your target segment, personas, and goals to have Breeze configure a Prospecting Agent play. You can also ask Breeze to enroll contacts or saved views in Prospecting Agent and to build buying group charts. Plays need the Prospecting Agent private beta, and Buying Groups needs its public beta.
• Churn Risk signal: A new Buyer Intent signal flags at-risk customers from patterns in conversations, emails, calls, and notes, citing the conversations that triggered it. Use it as a workflow trigger, or in segments and reports.
• Auto-tracking for custom signals: Start or stop tracking custom signals automatically from saved views, rule-based toggles, or new workflow actions. New action-level limits cap monthly credit spend.

Learn more.

Availability: All HubSpot customers with HubSpot Credits.

Calling, contracts, and payments

Reps get faster calling tools, and revenue teams get better ways to manage contracts and get paid.

• Manual voicemail drops: After the beep, drop a pre-recorded MP3 or WAV (under 5 MB) in two clicks. Needs a HubSpot-provided number.
• Contract Imports: Import contracts in bulk with line items and contact and deal associations. Imports support management and reporting only, and do not move billing to HubSpot.

Learn more.

• Affirm and Klarna at checkout: Eligible US and Canadian merchants can offer installment payments on payment links, invoices, and quotes, with the full amount paid upfront, less fees.

Learn more.

• Locked email on form-to-payment redirects: Lock the email field at checkout so the address from the form carries over and the purchase stays on one contact record.
• NetSuite tax code mapping: Select a tax code per line item in the Create a NetSuite sales order workflow action.

Availability: Voicemail drops for Sales Hub and Service Hub Pro+. Contract Imports for Revenue Hub Pro+ or the Contracts Direct Create/Edit beta. Affirm and Klarna for eligible merchants using HubSpot payments or Stripe. Other features for all hubs and tiers.

What’s New for Support & Success

Customer Agent: easier setup, testing, and control

Customer Agent is faster to launch and easier to tune, with guidance built from your own conversations.

• Auto-Setup: Create, test, and deploy an agent with step-by-step guidance built from your Help Desk and Inbox conversations, including identity, tone, knowledge, and handoffs.
• Knowledge from ticket history: Generate FAQ-style answers from resolved tickets, with optional topic guardrails. PII is scrubbed, you approve each answer, and one generation job runs at a time.
• Audience segments and new Guidelines UI: Configure knowledge, actions, tone, and handoffs by visitor segment. The redesigned Guidelines page supports multiple named guidelines per category and preset templates. Audiences are in private beta, so contact your CSM.
• Testing tools: A Tester button now appears on every configuration page, and a Test API button lets you check custom API actions before publishing.
• Deployment recommendations: Ask Breeze Assistant by agent name where and how to deploy, with coverage estimates and estimated resolutions.
• Breaking change: The hs_customer_agent_lead_status contact property is now read-only, and only Customer Agent can write to it.

Learn more.

Availability: Pro+ of Marketing, Sales, Service, Content, Data Hub, and Smart CRM.

Help Desk: quality scoring, routing, and workflow

New AI scores, smarter routing, and interface updates help managers coach at scale and keep queues moving.

• Customer Experience Score and Quality Assurance Score: AI scores each ticket, with a short explanation. CXS covers tickets that surveys miss, and QAS rates tone, clarity, and empathy for coaching. Turn both on in Help Desk settings > AI tools. QAS requires Customer Agent.
• Omnichannel Waitlist: When all agents are at capacity, tickets wait in a Waitlist view, prioritized by SLA and wait time, and are assigned as agents free up.
• Customer Agent fallback and assignment workflows: Route conversations to Customer Agent when no human is available. Inbox routing rules can also enroll conversations into a workflow.
• Ticket reopening rules: Set a time window. Replies inside it reopen the original ticket, and later replies create a new linked ticket.
• Block IP address: Block an IP from a live chat thread for 14 days and move its existing threads to spam.
• Board redesign and composer: The board is rebuilt on CRM board components with per-view card settings, draft and publish, bulk actions, and real-time updates. An opt-in reply editor is also available.

Learn more.

• Ticket links: View Ticket links in form submissions and feedback surveys now open Help Desk.

Availability: Service Hub Pro+. Customer Agent fallback for all hubs and tiers.

Inbox

Two updates make the Conversations Inbox more flexible and forgiving.

• New sidebar: The CRM sidebar moves to a new framework that gives admins more control. User-level card ordering does not carry over.

Learn more.

• Undo Send: A seven-second prompt after sending lets you cancel a message in Inbox and Help Desk.

Availability: All hubs and tiers.

What’s New for Admins & Operations

Agent Builder

Agent Builder combines triggers, actions, and custom agents on one canvas, and it now reaches Starter.

• Workflows: Start from a schedule, webhook, third-party event, or CRM record, hand complex decisions to an agent, then resume the flow.

Learn more.

• Custom agents: Build agents on your own instructions, tools, and CRM data, or describe what you need to Breeze. Set run limits and use simulation mode to estimate credits. Now included from Starter up.

Learn more.

• Legacy workflow migration: Use Convert to new builder on eligible workflows to move them without rebuilding.
• Custom agent plans: Agent Hub Home now recommends an agent based on how your team uses HubSpot, with a plain-language explanation.
• Data Agent Playground: Test Data Agent on live CRM records for free with pre-built scenarios.

Availability: Workflows and legacy migration for Pro+ of Sales, Service, Marketing, Data Hub, and Smart CRM. Custom agents, custom agent plans, and Data Agent Playground for Starter and above. Credits required for agents.

Credits, permissions, and access

Admins get finer control over spend and AI access.

• Credits spend controls: First-time credit purchasers get a default account cap of 50% above monthly credits, and Pay-as-You-Go for overages from September 16. Adjust account, feature, and action-level limits in Usage & Limits.

Learn more.

• Tool permissions for AI: Set tool-by-tool permissions for each connector used by agents and Breeze Assistant, block write tools in one click, or batch-set require confirmation, always allow, or never allow.
• Account Service Keys: Create scoped keys in Settings > Integrations > Service Keys to connect tools like Tableau and Power BI. Requires Developer tools access or a Developer Seat.

Learn more.

Availability: All hubs and tiers. Credits controls apply to accounts with HubSpot Credits.

CRM data and configuration

Cleaner data tools and simpler limits.

• Restore from property history: Click Restore all from this source on a property history row to preview and restore affected records. Super Admins only.
• Calculated enumeration properties: Calculation properties can now output dropdown values, replacing one-workflow-per-condition setups.
• Simplified pipeline limits: One shared limit across object types: 15 for Starter, 100 for Professional, and 350 for Enterprise. All hubs can create deal and ticket pipelines.
• Objectless custom events: Choose No Object for webhook or API events to trigger automation from anywhere in your stack.
• AI Filing Agent for segments: Account Cleanup suggests folders for unfiled segments, and you review and apply them together.
• Cleanup deletes unused marketing emails: Account Cleanup now deletes unused email drafts rather than archiving them.
• Number porting: Port numbers from Australia, Canada, and Mexico (mobile), South Africa and Czech Republic (local), and Puerto Rico (local and mobile). Start at Settings > Calling > Call Setup.
• Breeze canvas context: Select triggers and actions on the workflow canvas so Breeze uses them as context.

Availability: Calculated enumeration properties, objectless events, and Breeze canvas context for Pro+. Filing agent and email cleanup for Enterprise. Number porting for Sales Hub and Service Hub Starter and above. Other features for all hubs and tiers.

Reporting

Dashboards are faster to load and easier to read.

• Dashboard caching: Choose a cache duration from 5 minutes to 7 days, with a Last updated timestamp and manual refresh. Off by default.
• Dashboard color themes: Apply one palette, including Brand Kit colors, to all eligible reports on a dashboard.
• Pivot table column freezing: Left-hand and Totals columns now stay in view as you scroll.
• Metrics on Global Home: See KPI cards with period-over-period comparisons based on your CRM data.

Availability: All hubs and tiers.

Developer platform and APIs

The platform moves to a predictable schedule, with new APIs and app options.

• Bi-annual releases: Platform updates now ship every March and September, with date-versioned APIs supported for 18 months and Projects version 2026.09. Legacy API versions and apps begin to sunset in March and September 2027.

Learn more.

• User-Level Apps: Apps act on behalf of a user and respect that user's permissions.

Learn more.

• Connectors and docs: Build and manage HubSpot connectors from the Developer Platform, and use the new Build with AI docs.

Learn more.

• New public APIs: Sequences, Sales Templates, Payment Links, Payments account read, Conversation Recap, Data Studio data sources, and recurring tasks.

Sequences docs

Availability: All hubs and tiers. Sequences, Sales Templates, and Conversation Recap APIs are for Sales Hub, and Data Studio APIs are for Data Hub and Smart CRM Pro+.

What’s New for All Teams

Breeze Assistant

Breeze Assistant shows its sources, calls your agents, and installs apps without leaving the chat.

• Context Pane: A sidebar shows the CRM records, memories, and brand or company details Breeze referenced, in real time.
• Call custom agents: Type @AgentName or describe the task. A confirmation card shows what the agent will do and its estimated credit cost.
• Install Marketplace apps in chat: Install a recommended app from the conversation after reviewing its details.
• Breeze Assistant in Slack: Breeze Assistant has a new home in the Messages tab of the HubSpot app in Slack, plus a welcome message, example prompts, and a collapsed View sources toggle.

Learn more.

Availability: All hubs and tiers. Custom agent calls use HubSpot Credits.

Connectors and the Marketplace

Breeze and your agents now work with more of your tools.

• New connectors: Connect Fathom, Xero, Box, Canva, Gong, and Slack to Breeze Assistant and Agent Hub. More are planned later this year.
• Google Workspace: Connect Google Drive, Calendar, Chat, and Gmail to read data and take action with plain-language prompts. Each connector needs admin approval.

Learn more.

• Claude connector: The HubSpot connector for Claude can now retrieve intent signals, AEO performance, and saved reports, manage website pages, and configure pipelines and properties. Reconnect to get the new scopes. AEO tools need Marketing Hub Professional or Enterprise.

Learn more.

• Marketplace: 156+ new apps arrived, including the HubSpot connector for Gemini, ChatGPT Ads, and TikTok Ads, and 21+ apps were updated. Browse the Recently Updated HubSpot Apps collection.

Learn more.

Availability: All hubs and tiers.

This month's investment centered on agents and the connections around them, from Agent Builder and Customer Agent to Breeze connectors, along with smoother day-to-day tools for ads, service, and reporting.

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

Hey founders, if you’ve looked at HubSpot’s Starter plan before and thought, “This is probably more than I need right now,” we hear you.

Running a business means doing a little of everything: finding customers, following up, selling, delivering, getting paid, and keeping the wheels on. None of these jobs is impossible on its own. The challenge is that they pile up across different tools, all while depending on you to remember what needs to happen next.

That’s why we’ve reimagined Starter around the work founders actually need to get done:

• Build demand.
• Win deals.
• Automate the dread.

Instead of another system to manage, HubSpot manages these systems for you.

Build more demand with the same team you have today

You can’t grow on referrals alone. But creating a steady flow of new opportunities can feel like a job of its own.

Start with a setup that fits your goals

Our new personalized onboarding experience helps set up your CRM around your business and what you’re trying to accomplish, so you don’t have to begin with a blank system.

Create useful content faster

Use your customer data to help draft an email, landing page, or image. You still make the call on what looks right for your business; you just don’t have to start from scratch every time.

Make it easier for leads to connect with you

Forms and landing pages send new leads directly into your CRM. Marketing email and automation help you keep the conversation moving, without manually remembering every send.

Find the right people to reach out to

Data Agent helps you research your contacts and companies with custom questions, using information from your CRM, conversations, and the web. It can save those answers in smart properties, so useful context is ready for segmentation, personalization, and follow-up instead of living in a spreadsheet or someone’s notes. Data Agent is now available to Starter customers and uses HubSpot Credits for these runs.

Win more deals by keeping the next step visible

A deal usually doesn’t go quiet because you stopped caring. It goes quiet because you’re selling, delivering, invoicing, and running the business at the same time.
Starter is getting better at helping you see what needs attention and act on it before the moment passes.

See your pipeline more clearly

Our refreshed index and deal board make it easier to spot what’s moving, what’s stalled, and what needs a nudge. Cleaner views and simpler controls mean less time hunting for the right record or setting.

Research prospects and draft outreach without starting from scratch

Prospecting Agent researches contacts and monitors companies for signals, then drafts personalized outreach using context from your CRM. You can review and approve what it recommends, or set up rules for ongoing outreach, so you spend less time digging through accounts and writing first drafts, and more time in conversations. Prospecting Agent is now available to Starter customers and uses HubSpot Credits when it recommends outreach for a lead.

Walk into every meeting prepared

You may be familiar with sending meeting links through HubSpot. Now, AI Meeting Prep brings together contact history, conversation context, and open deals before a call. You can spend your time having the conversation that moves things forward instead of reconstructing what happened last time.

Keep calls and next steps from disappearing

We’ve just launched Notetaker in Starter, which records, transcribes, summarizes, and logs meetings in HubSpot. Important details and follow-up tasks are captured while you stay focused on the person in front of you.

Move deals forward with less manual updating

With Deal Pipeline Automation, you can now automatically move opportunities through your process without asking you to update every stage by hand.

Get paid without interrupting the customer experience

HubSpot Payments (available to Starter customers) lets you create payment links and manage payments alongside the customer and deal information you’re already using. Revenue Agent can monitor open invoices, create follow-up plans, and send personalized payment reminders (with human approval) so getting paid takes less chasing.

Automate the dread

The follow-up. The note. The recap. The reminder. None of these tasks are especially hard, they’re just relentless when you’re doing six jobs at once. Starter’s automation just got a lot more powerful.

Get help with the everyday work

We’ve recently made Breeze Assistant a lot more powerful. It can draft an email, summarize a record, answer a question, or suggest what to do next using the context already in HubSpot. It’s there to help you move faster, so you can make more decisions.

Keep records and follow-up details current

Our new contact and company automation functionality helps you create automations directly from the records you’re already working in. Set up simple triggers and actions (like updating a property, creating a task, or sending a notification), so routine follow-up keeps moving without you having to remember every step.

Build the agents your business actually needs

Agent Builder lets you create custom agents without code. Describe the work you want handled, and review what it’s set up to do. It’s a way to take repetitive work off your plate without waiting for a dedicated operations hire. It’s now available in Starter.

Keep your inbox and customer history connected

Email Sync connects your inbox to HubSpot so new email activity can be associated with the right contact and related records. Replies to emails sent from HubSpot or your connected inbox can log automatically, giving you a shared timeline of customer conversations without asking you to copy and paste updates after every exchange. That means when it’s time to follow up, you, or anyone helping with the account, can see the conversation in context. Email Sync is now available in Starter.

Open HubSpot and know what to do next

For those of you who have been using Starter, the home page now looks different. It now surfaces the work that needs your attention: follow-ups, meetings, tasks, and recent activity.

Get a head start instead of starting from scratch

You don’t have to stop using every tool you like. Starter gives your customer motion a home: contacts, conversations, deals, and next steps connected in one place.
That shared context is what makes the rest of the experience more useful. Your reports have something to work from. Your follow-ups have history behind them. Your AI tools have more than a blank chat window. And your team has a place to find the answer when the process can’t live only in your head anymore.
And with Starter, you have access to live chat and email support, HubSpot Academy guidance, the Founder Focused community, and over 2,000 integrations and multiple MCP connectors to help you connect the tools you already use.

Have a question about one of these updates? Drop it below. We’d love to hear what would give you the most time back each week.

Original source

Hey founders, if you’ve looked at HubSpot before and thought, “This is probably more than I need right now,” we hear you.

Running a business means doing a little of everything: finding customers, following up, selling, delivering, getting paid, and keeping the wheels on. None of these jobs is impossible on its own. The challenge is that they pile up across different tools, all while depending on you to remember what needs to happen next.

That’s why we’ve reimagined Starter around the work founders actually need to get done:

• Build demand.
• Win deals.
• Automate the dread.

Instead of another system to manage, HubSpot manages these systems for you.

Build more demand with the same team you have today

You can’t grow on referrals alone. But creating a steady flow of new opportunities can feel like a job of its own.

Start with a setup that fits your goals

Our new personalized onboarding experience helps set up your CRM around your business and what you’re trying to accomplish, so you don’t have to begin with a blank system.

Create useful content faster

Use your customer data to help draft an email, landing page, or image. You still make the call on what looks right for your business; you just don’t have to start from scratch every time.

Make it easier for leads to connect with you

Forms and landing pages send new leads directly into your CRM. Marketing email and automation help you keep the conversation moving, without manually remembering every send.

Find the right people to reach out to

Data Agent helps you research your contacts and companies with custom questions, using information from your CRM, conversations, and the web. It can save those answers in smart properties, so useful context is ready for segmentation, personalization, and follow-up instead of living in a spreadsheet or someone’s notes. Data Agent is now available to Starter customers and uses HubSpot Credits for these runs.

Win more deals by keeping the next step visible

A deal usually doesn’t go quiet because you stopped caring. It goes quiet because you’re selling, delivering, invoicing, and running the business at the same time. Starter is getting better at helping you see what needs attention and act on it before the moment passes.

See your pipeline more clearly

Our refreshed index and deal board make it easier to spot what’s moving, what’s stalled, and what needs a nudge. Cleaner views and simpler controls mean less time hunting for the right record or setting.

Research prospects and draft outreach without starting from scratch

Prospecting Agent researches contacts and monitors companies for signals, then drafts personalized outreach using context from your CRM. You can review and approve what it recommends, or set up rules for ongoing outreach, so you spend less time digging through accounts and writing first drafts, and more time in conversations. Prospecting Agent is now available to Starter customers and uses HubSpot Credits when it recommends outreach for a lead.

Walk into every meeting prepared

You may be familiar with sending meeting links through HubSpot. Now, AI Meeting Prep brings together contact history, conversation context, and open deals before a call. You can spend your time having the conversation that moves things forward instead of reconstructing what happened last time.

Keep calls and next steps from disappearing

We’ve just launched Notetaker in Starter, which records, transcribes, summarizes, and logs meetings in HubSpot. Important details and follow-up tasks are captured while you stay focused on the person in front of you.

Move deals forward with less manual updating

With Deal Pipeline Automation, you can now automatically move opportunities through your process without asking you to update every stage by hand.

Get paid without interrupting the customer experience

HubSpot Payments (available to Starter customers) lets you create payment links and manage payments alongside the customer and deal information you’re already using. Revenue Agent can monitor open invoices, create follow-up plans, and send personalized payment reminders (with human approval) so getting paid takes less chasing.

Automate the dread

The follow-up. The note. The recap. The reminder. None of these tasks are especially hard, they’re just relentless when you’re doing six jobs at once. Starter’s automation just got a lot more powerful.

Get help with the everyday work

We’ve recently made Breeze Assistant a lot more powerful. It can draft an email, summarize a record, answer a question, or suggest what to do next using the context already in HubSpot. It’s there to help you move faster, so you can make more decisions.

Keep records and follow-up details current

Our new contact and company automation functionality helps you create automations directly from the records you’re already working in. Set up simple triggers and actions (like updating a property, creating a task, or sending a notification), so routine follow-up keeps moving without you having to remember every step.

Build the agents your business actually needs

Agent Builder lets you create custom agents without code. Describe the work you want handled, and review what it’s set up to do. It’s a way to take repetitive work off your plate without waiting for a dedicated operations hire. It’s now available in Starter.

Keep your inbox and customer history connected

Email Sync connects your inbox to HubSpot so new email activity can be associated with the right contact and related records. Replies to emails sent from HubSpot or your connected inbox can log automatically, giving you a shared timeline of customer conversations without asking you to copy and paste updates after every exchange. That means when it’s time to follow up, you, or anyone helping with the account, can see the conversation in context. Email Sync is now available in Starter.

Open HubSpot and know what to do next

For those of you who have been using Starter, the home page now looks different. It now surfaces the work that needs your attention: follow-ups, meetings, tasks, and recent activity.

Get a head start instead of starting from scratch

You don’t have to stop using every tool you like. Starter gives your customer motion a home: contacts, conversations, deals, and next steps connected in one place.

That shared context is what makes the rest of the experience more useful. Your reports have something to work from. Your follow-ups have history behind them. Your AI tools have more than a blank chat window. And your team has a place to find the answer when the process can’t live only in your head anymore.

And with Starter, you have access to live chat and email support, HubSpot Academy guidance, the Founder Focused community, and over 2,000 integrations and multiple MCP connectors to help you connect the tools you already use.

Have a question about one of these updates? Drop it below. We’d love to hear what would give you the most time back each week.

Original source

What’s new in Claude for Small Business

Most small businesses don’t have a dedicated sales rep or marketing coordinator. The owner runs the growth operation. And until now, that meant lead follow-up, CRM updates, and campaign tracking only happened when a spare moment opened up.

The Claude for Small Business plugin changes that. With the HubSpot connector for Claude, it can respond to inbound leads, log deals, update contacts, and track what’s working. Claude responds in your voice and by default, Claude waits for your approval before anything goes out. The result: a growth operation that takes the busywork off your plate so you can spend your time on the right task.

Claude for Small Business brings a ready-to-run set of AI skills and workflows directly into Claude. These run in Claude Cowork, the desktop app where Claude works directly with your files and connected tools, including HubSpot. Since first launching in May, it’s handled the operational work: cash flow, invoices, contracts, campaigns, and month-end close.

The new workflows extend Claude from running the back office to growing the business: finding and qualifying leads, responding to inbound in your voice, running campaigns, keeping your CRM current, and reporting on what’s actually working. The existing operational workflows got deeper too: bills can be read and coded straight from the inbox, timesheets staged into a payroll run, and recurring reports defined once and delivered on a schedule. And if something you need isn’t built in, Claude can build the connector or the custom skill itself.

As Kipp Bodnar, HubSpot’s Chief Marketing Officer, put it: “Small businesses don’t need more tools, they need more time, more leads, and more confidence that the work is moving the needle. With HubSpot in Claude for Small Business, every new lead gets answered, followed up, and logged to the CRM, so owners can focus on their customers instead of their operations.”

How it works with HubSpot

Two solutions work together to make this run: the HubSpot connector for Claude and the Claude for Small Business plugin.

The connector links Claude to HubSpot’s agentic customer platform, giving it access to your complete customer context, so it knows your business and what to do next. The connector also just shipped its biggest capability updates yet: full lead pipeline management, campaign attribution, marketing email creation and analytics, and conversations data.

The plugin builds directly on those updates. Install it in Claude Cowork and you get the full growth skill set — lead response, pipeline management, outreach, and CRM automation — running on only the HubSpot context you allow Claude to see.

What it does and what it looks like in your week

Because these skills run on your actual HubSpot pipeline, contacts, campaigns, and customer history, every action reflects your business, not a template.

Here’s what a typical week looks like:

• Monday morning. /monday-brief pulls your HubSpot pipeline snapshot, your saved KPI reports, and your calendar into a single page. It lists what moved, what’s at risk, and the one thing that matters most this week.

• A lead comes in at 9 PM Thursday. /speed-to-lead catches it, qualifies the inquiry against your criteria, drafts a reply with real available meeting times, and logs the contact to HubSpot. All before you’ve seen the notification.

• You want to fill the pipeline. /grow-pipeline builds your ideal customer profile from the customers already in HubSpot, finds look-alike companies, writes personalized outreach in your voice, and logs every outreach to the CRM. Every send requires your approval before anything goes out.

• A deal goes quiet. /crm-autopilot flags the gap, drafts a follow-up, and keeps the record current.

• Friday afternoon. /growth-pulse preps your growth briefing for next week: sales by channel, campaign ROI, what customers are saying, and three growth actions worth taking. Everything you need going into Monday, without having to pull it together yourself.

Get started with Claude for Small Business

1. Install the Claude for Small Business plugin.
   Available on all paid Claude plans in the Claude Cowork desktop app.
   Install the plugin →

2. Connect HubSpot, if you haven’t already.
   The plugin’s growth skills run on the HubSpot connector for Claude. Connecting it is what makes every output specific to your pipeline and customers.
   Connect the HubSpot connector for Claude →

3. See it live.
   Join HubSpot and Anthropic on October 20th for a webinar on the Claude for Small Business plugin and what it unlocks with HubSpot.
   Register for the webinar →

Original source

Introducing ChatGPT Ads in HubSpot

The searches that used to bring buyers to your site are increasingly ending inside AI chat interfaces. People are typing their questions, comparing their options, and forming their opinions without ever clicking through to a website. The intent is still there. The demand is still there. The buyer’s journey has just moved somewhere new.

For marketers, that shift creates an uncomfortable reality: the playbook that drove growth for the last decade is losing its edge. Organic discovery, retargeting, and even paid search were built on a different kind of buyer behavior. And the channels you’ve mastered are no longer the only places or even the primary places where decisions get made.

The question isn’t whether to adapt. It’s how fast you can.

As the first CRM to integrate with ChatGPT Ads, ChatGPT Ads in HubSpot gives you a direct line to the buyers who are no longer clicking through from search. And because it lives inside HubSpot, every campaign, lead, and conversion ties back to the same place you run everything else. What makes the engagement valuable: ads are clearly labeled, never influence ChatGPT’s answers, and conversation data is never shared with advertisers. Every engagement reaches buyers at the moment of active intent, in an environment they already trust.

Why Marketers Are Moving Here First

ChatGPT Ads in HubSpot lives alongside Google, Facebook, LinkedIn, and every other ad network you already manage. From inside HubSpot, you can:

• Pilot one of the fastest-growing ad channels. Most marketers haven’t established a presence in ChatGPT Ads yet. Those who move now will capture demand that traditional channels no longer reach.

• Build and launch ads without leaving HubSpot. Create campaigns, input ad creative, set your budget, and schedule your campaigns from the same place you launch ads across your other paid channels.

• Capture leads and connect clicks to contacts automatically. Enable auto-tracking and HubSpot appends UTM parameters to your ChatGPT Ads URLs, linking clicks to contacts and deals in your CRM.

• See performance next to every other ad channel. ChatGPT Ads data lives in the same dashboard as all of your other paid channels, enabling you to quickly understand which campaigns are working and optimize the ones that aren’t.

How It Fits Your Workflow

• Close the loop on revenue. When a ChatGPT Ads-sourced lead converts, HubSpot sends that signal back to ChatGPT Ads to improve targeting by optimizing for closed deals, not just clicks.

• Sync leads instantly. Lead gen form submissions from ChatGPT Ads create contacts automatically in HubSpot CRM, ready for immediate workflow enrollment.

• Attribute every channel equally. ChatGPT Ads plug into your existing attribution model, so every new experiment connects back to the same source of truth as your other channels.

Get Started

ChatGPT Ads in HubSpot is now available in public beta. You’ll need a HubSpot Marketing Hub Free, Starter, Professional, or Enterprise accounts, as well as a ChatGPT Ads account to connect.

Please note that ads in ChatGPT currently reach users on ChatGPT’s Free and Go plans in the US, Canada, Europe, UK, Australia, New Zealand, India, and Japan. Ads are not shown to Plus, Pro, or Business subscribers.

Connect ChatGPT Ads in HubSpot →

Introducing the AI Growth Bundle

Together with OpenAI, we’re offering an exclusive AI Growth Bundle. Businesses can get the best of HubSpot and ChatGPT to help them drive growth:

• HubSpot Starter and HubSpot credits at up to 65% off for one year
• A buy-one-get-one-free offer on ChatGPT Business standard seats with annual subscription for 12 months.
• Up to $750 match in ChatGPT ad spend until September 30, 2026 – and up to $500 match after. Terms apply.

Original source

156+ new apps were recently added to the HubSpot Marketplace, including HubSpot connector for Gemini, ChatGPT Ads, and TikTok Ads. Additionally, 21+ apps were updated including HubSpot Agent for Copilot, Calendly, and Google Ads.

Selected highlights from the Recently Updated HubSpot Apps collection:

• Calendly has introduced an AI-powered meeting assistant that turns every meeting into an actionable recap with key takeaways and action items. Meeting recaps now sync directly to HubSpot contact records, keeping your CRM up to date with conversation history after every call.

• [NEW] ChatGPT Ads is a new app that lets you connect your ChatGPT Ads account to HubSpot to create campaigns, view attributed contacts and deals, and report on performance alongside every other channel.

• Create Google Docs/PDF + eSign Quote by Portant now lets you complete your entire document workflow from a single pop-up in HubSpot. Generate documents, edit and send emails, manage approvals, and track outputs, all without leaving your CRM.

• Eventbrite now syncs attendee responses to custom questions on event order forms from Eventbrite to HubSpot, giving you additional context on event attendees directly on the contact record.

• [NEW] G2 Connector is a new connector that gives Breeze Assistant and agents access to live G2 buyer intent and real customer review data, so your team can enter every conversation with up-to-date insight into what prospects are researching, which competitors they’re evaluating, and what’s driving their decisions.

• [NEW] Gong Connector is a new connector that gives Breeze Assistant and agents access to revenue intelligence and deal insights from Gong directly within HubSpot.

• Google Ads now lets you view and apply Google’s ad recommendations directly in HubSpot, with no tool-switching required. Now available in public beta.

• HubSpot Agent for Copilot now includes full write access across core CRM objects. Reps working in Microsoft 365 Copilot can now log calls, create tasks, update deal stages, manage line items, and create or update contacts, companies, deals, and tickets without switching back to HubSpot.

• HubSpot connector for Claude now lets you ask Claude to surface and analyze message threads from your conversations inbox and help desk across live chat, team email, WhatsApp, SMS, and Facebook Messenger.

• [NEW] HubSpot connector for Gemini is a new connector that lets you bring your HubSpot context into Gemini to surface insights and generate content to be actioned back in HubSpot.

• [NEW] Microsoft Advertising is a new app that lets you track Microsoft campaign performance, contact attribution, and deal ROI alongside all your other ad channels, within HubSpot.

• [NEW] Microsoft SharePoint & OneDrive is a new app that lets you attach or link OneDrive and SharePoint files and folders directly to HubSpot records, automate related file operations, and view AI-generated insights from document contents. Now available in public beta.

• NetSuite now correctly maps tax codes between HubSpot and NetSuite on sales order line items during synchronization, reducing manual corrections and preventing data mismatches.

• [NEW] Proposify is a new app that lets you create proposals using your HubSpot data. Contacts, companies, and deal details pull in automatically with no field mapping required, and when a proposal is linked to a deal, activity syncs back to HubSpot without any manual work.

• [NEW] Reddit Ads is a new app that lets you connect your Reddit Ads account to HubSpot to track campaign performance, attribute contacts and deals, and trigger workflows when contacts engage with your ads. Now available in public beta.

• Salesmsg SMS Texting & Calling now extends app cards to all HubSpot objects and surfaces recent message history directly on the record. Call outcomes save automatically, reps can set a default calling inbox, and the Salesmsg AI Booking Agent now schedules meetings through HubSpot meetings without a separate scheduling tool.

• Slack now includes an AI-generated summary of linked channel conversations on CRM records, so your team can see what’s being discussed without leaving the record.

• [NEW] Snapchat Ads is a new app that lets you send leads from your Snapchat Ads forms directly into HubSpot and engage them immediately through workflows and other marketing tools.

• Supered now lets you add informational alerts to records without triggering false violations, manage rules and process boards from a single AI-powered interface, and update deal stage, close date, or other record fields without leaving the board where the issue surfaced.

• [NEW] TikTok Ads is a new app that lets you create and manage TikTok Smart+ campaigns alongside your other channels, directly in HubSpot.

• Zoom now includes a searchable dropdown of your Zoom webinars in the “Register contact for webinar” workflow action, so you can find and select the right webinar without copying and pasting a webinar ID from Zoom.

✨ The HubSpot Marketplace has 2,000+ apps, with new ones added and existing ones improved every day. Browse the full collection of recently updated apps or explore all the apps, connectors, templates, and services now available in the marketplace.

Original source

Revenue intelligence: your contracts, your data, your answers

Two things have been true for most revenue teams using HubSpot: the data lived somewhere else, and the questions were hard to answer. That’s all changing!

This roundup covers the releases that close both gaps, starting with a set of updates that bring your full revenue picture into HubSpot, make it reportable, and put it in reach of Breeze. The second half covers an expanding set of Payments features, including two brand new APIs that let teams build exactly the payment flows their business requires.

This story is about HubSpot becoming a genuine system of record for revenue — not just what was sold, but what was booked, how it’s changing, and what it means. Three connected releases make this real.

Contract Imports (Live Sep 11)

What is it? You can now use HubSpot’s native import tool to bring existing contracts into HubSpot in bulk — including line items and associations with contacts and deals. Once imported, contracts sit alongside contracts created natively in HubSpot for management, reporting, and renewal workflows.

Why does it matter? Historically, getting value from Revenue Hub has required starting fresh or recreating contracts one by one. Whether your contracts live in Salesforce, a billing tool, or a spreadsheet, you can now migrate them in bulk and immediately start managing and reporting on your full book of business in HubSpot.

Available for: Revenue Hub Professional and Enterprise

Billing Migrations: Public Beta (Public Beta — Sep 3)

What is it? Merchants can migrate active billing relationships into Revenue Hub Contracts from a legacy billing system or from Commerce Hub subscriptions (HubSpot Payments or Stripe). The migration preserves original effective and line-item start dates, lets you choose a future date for Revenue Hub to take over billing, and keeps imported contracts in draft until they’ve been reviewed and explicitly activated. A demo walkthrough is available here.

Why does it matter? Switching billing systems mid-relationship is one of the riskiest things a RevOps or finance team has to manage — gaps, duplicate charges, and broken revenue reporting are all real risks. Billing Migrations gives teams a controlled handoff: contracts stay in draft until you’ve validated billing schedules and confirmed the first Revenue Hub billing date, so nothing activates until you say so. Recurring-revenue continuity is preserved, and when historical upgrades, expansions, or contractions are included, those changes can be represented in the MRR waterfall alongside future HubSpot billing schedules — making Revenue Hub Contracts a powerful new authoritative source of truth without disrupting your customers.

Available for: Revenue Hub Professional or Enterprise. Also available to any HubSpot account enrolled in the Contracts Direct Create/Edit Private Beta

Revenue Reporting from Contracts (Public Beta Sep 11)

What is it? A full revenue reporting package built on top of the Contracts object. Includes four pre-built reports in the Analytics Suite, a Custom Report Builder integration using two new revenue event data sources, and API access to pull revenue events into external tools.

Pre-built reports: MRR Waterfall, Net New MRR, Booked MRR, Booked TCV — available under Revenue > Contracts in the Analytics Suite

Custom Report Builder: Use Contract Revenue (Booked) and Contract Revenue (Scheduled) events to build tailored reports alongside any other HubSpot data

API access: Pull revenue events directly to combine with external data sources

Why does it matter? Revenue is the clearest signal of business health — but it’s only useful when you can accurately see it. This brings your full revenue picture (one-time and recurring) into the same platform as your GTM data, so Marketing, Sales, Service, and Finance can work from the same numbers. Questions like “What is my TCV?” and “How is my MRR changing?” now have answers your whole team can trust.

Available for: Pre-built reports available to all hubs and tiers through the report library; Custom Report Builder requires Pro or Enterprise

Revenue Foundations Skill for Breeze Assistant (Public Beta Sep 4)

What is it? Breeze Assistant can now answer revenue questions — MRR, TCV, ARR trends — by reading data directly from the Contract object. Ask “What is my MRR?”, “What’s driving MRR change?”, or “How much TCV did we book last quarter?” from anywhere in HubSpot.

Why does it matter? This new skill means Breeze Assistant now understands post-sale recurring revenue from a dedicated source of truth. Until now, Breeze answered revenue questions using deal data, which is often stale, incomplete or inaccurate. Combined with the reporting package above, you get both structured dashboards and a conversational way to interrogate your revenue data.

Available for: Public beta

Quote Approvals via Breeze (Live Sep 1)

What is it? CPQ quote approval workflows can now be triggered and actioned through Breeze. Approvers can review and approve or reject quotes without leaving their Breeze interface.

Why does it matter? Approval bottlenecks are one of the top deal-velocity complaints from CPQ customers. Routing approvals through Breeze reduces context-switching for managers and speeds the quote-to-signature cycle.

Available for: Commerce Hub Professional and Enterprise

More flexibility for buyers, more control for merchants

More Payment Method Options at Checkout (Live Sep 9)

What is it? Klarna and Affirm are now available for US and Canadian merchants to offer as payment methods on payment links and invoices. Buyers can choose installment-based payment at checkout without requiring any additional merchant configuration.

Why does it matter? Adding buy now, pay later options removes a friction point for buyers who want to spread payments — particularly relevant for mid-market deals where upfront payment is a barrier to close.

Available for: HubSpot Payments merchants in the US and Canada

Self-Serve Remove Stored Payment Methods (Live — Aug 27)

What is it? Buyers can now remove stored payment methods from their customer portal without contacting the merchant.

Why does it matter? Removes a support burden from merchants and addresses a common compliance expectation, especially for portals serving UK customers.

Available for: All portals with HubSpot Payments or Stripe payment processing enabled

Lock Contact Email on Form + Payment Link Redirects (Live Sep 4)

What is it? When a contact submits a HubSpot form and is redirected to a payment link, their email address is pre-filled and locked on the checkout page, ensuring payment is attributed to the correct CRM contact.

Why does it matter? Closes a common attribution gap in form-to-payment flows, which matters for accurate revenue reporting and customer lifecycle tracking.

Available for: Portals using HubSpot Forms + Payment Links

New Revenue Payments APIs (Public Beta Sep 10)

What is it? Two new public API releases expand programmatic access to Payments: one for creating payment records and retrying failed payments, and one for reading and writing Checkout settings (default payment methods, fee configuration, address collection policies).

Why does it matter? Both actions previously required manual work inside the app. These APIs enable automation, multi-portal management at scale, and deeper integration for partners and agencies building on HubSpot Payments.

Available for: All hubs and tiers (public beta)

Questions or feedback? Let us know in the comments!

Original source

Running a small business means every minute counts. But somewhere between HubSpot and ChatGPT, a surprising amount of time disappears: copying contact history, pasting deal context, rebuilding the same background from scratch before every AI conversation. The copy-paste tax wastes valuable time for a small team with a full workload.

The HubSpot connector for ChatGPT, which OpenAI refers to as a plugin, allows you to access HubSpot context within your ChatGPT conversation, so ChatGPT can see and act on your context, right from the conversation. The connector is now available in OpenAI’s new small business collection, making it more discoverable for small business teams to find and put to work.

What it looks like in practice

You have a call in 20 minutes. Instead of digging through HubSpot for deal history and contact notes, ask ChatGPT to pull everything including account context, open items, and risks, so you walk in prepared without switching tools.

@HubSpot Prepare me for my next meeting with [company]. Use the associated contacts, deal, recent emails, calls, meetings, notes, and open tickets to create a one-page brief with goals, risks, open commitments, a five-point agenda, and three questions. Then propose a prep note and one follow-up task for my review before adding them to HubSpot.

The call ends. Rather than drafting a follow-up from a blank page, ask ChatGPT to turn those notes into next steps already grounded in the deal context it has access to.

@HubSpot Use the most recent meeting or call with [company] and any notes I provide to summarize decisions, objections, and commitments. Propose the appropriate deal or ticket updates, a concise HubSpot note, and follow-up tasks with owners and due dates. Show every proposed change first, then apply only the items I approve.

Reviewing the pipeline doesn’t have to mean exporting data and writing analysis from scratch. Ask ChatGPT to surface what needs attention today and turn it into a plan.

@HubSpot Review my open deals and recent contact engagement. Build a five-item action list for today, ranked by urgency, deal value, close date, and inactivity. For each item, explain why it matters and recommend the next outreach. After I approve the list, create the corresponding follow-up tasks in HubSpot with sensible due dates.

A campaign just wrapped. Instead of manually pulling performance data, ask ChatGPT to analyze results, identify what drove conversions, and suggest what to do next.

@HubSpot Analyze [campaign name] for [date range], including its published landing pages, website pages, and blog posts. Identify the three biggest performance opportunities, recommend specific changes, and draft revised copy where useful. Then turn the approved recommendations into a prioritized set of HubSpot follow-up tasks.

Built for the whole team, not just AI pros

Any team member in sales, marketing, customer success, or revops can use the connector to get grounded, relevant outputs from day one. AI should be easy to use and easy to trust across your whole team, not just your most AI-savvy teammates.

A note on permissions: The HubSpot connector for ChatGPT mirrors your existing HubSpot permissions; what you can access inside HubSpot is exactly (and only) what you can access through ChatGPT. For team-wide rollouts, a super admin must install and configure the connector first.

Haven’t installed it yet? Connect HubSpot to ChatGPT and claim $50 in ChatGPT credits.

New users who install and run the HubSpot connector for the first time are eligible for $50 in ChatGPT credits. Available to eligible ChatGPT Business users who haven’t previously installed and used the connector. Terms apply.

Install the Connector Here to Get Started

Original source

August’s updates push AI deeper into the places where work actually happens: support queues, deal pipelines, billing flows, and the content strategy layer, giving practitioners more automation without giving up control.

Below is a breakdown of 2–3 updates per industry and why they matter for your day-to-day.

The August 2026 Product Updates roundup has the full picture, or browse the full product deck here.

Missed last month’s highlights? Check out the July 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

• Company Surge Signals from Bombora: Bombora’s third-party intent data is now natively in HubSpot, showing which accounts are spiking in research activity before they ever visit your site. For SaaS teams running ABM, you can now trigger outreach sequences, adjust lead scores, and build segments off surge signals without a separate Bombora integration or data export.
• Standardize Pricing with Price Books: RevOps teams now have a centralized place to define product pricing that sellers apply directly in the deal line item editor. If your sales team is managing multiple SKUs, tiers, or customer segments, this replaces the spreadsheet workarounds and keeps quote pricing consistent across every rep.
• SSO with Multiple Identity Providers: HubSpot now supports multiple identity provider configurations in a single account, removing the one-IDP limit. For SaaS companies with employees authenticating through different systems (acquired teams, contractors, regional IT setups), this eliminates the manual workarounds that admins have been managing for years.

Healthcare

• Set Call Recording by Region: Admins can now configure recording rules based on caller region for inbound calls or call destination for outbound, so your portal automatically complies with recording consent laws without requiring reps to manage it call by call. For healthcare teams operating across multiple states or countries, this removes a meaningful compliance gap.
• AI-assisted knowledge base category translation: Knowledge base categories and subcategories can now be translated using AI suggestions, and HubSpot blocks publishing when required translations are missing. Healthcare organizations serving multilingual patient or provider populations can close translation gaps in their self-service content without a manual localization workflow.

Financial Services

• AI-prioritized invoices and collection emails: Breeze Assistant now ranks open invoices by revenue impact and drafts personalized collection emails directly from the invoice index page. For financial services firms managing advisory fees or retainers, this surfaces high-value outstanding balances first and gets a draft ready to send without leaving the page.
• App Install Governance: Super Admins can now centrally control which apps, including AI connectors for ChatGPT, Claude, and Gemini, are allowed in the account, who can install them, and what data permissions each app can access. For firms with strict data governance requirements, this closes a meaningful gap in controlling what third-party tools can touch your CRM data.

Manufacturing

• Merges keep workflows running: When you merge duplicate records, the primary record now stays enrolled in its active workflows with its position and pending actions preserved. For manufacturing teams managing distributor or dealer records that frequently get duplicated through imports, this prevents nurture and onboarding sequences from silently breaking mid-run.
• Sync recurring meetings to HubSpot: Recurring calendar meetings now automatically sync to HubSpot so every touchpoint in an ongoing series is logged without manual action. For account managers running weekly check-ins with distributors or key accounts, this means complete meeting history on every contact and deal record without anyone having to log a thing.

Professional Services and Consulting

• Associated contracts with project records: Contract records can now be linked directly to project records in HubSpot, keeping agreement and delivery context in one place for post-sale teams. If your firm uses HubSpot to manage both contracts and project delivery, your team can see the scope of work and the associated contract without cross-referencing separate records.
• Clearer lead score history: Score history now shows the exact engagement activity or fit change that triggered each lead score update, with a hyperlinked event and timestamp. For consulting firms with longer sales cycles, this makes it much easier to audit why a prospect moved up or down in priority and defend that logic in pipeline reviews.

Agencies and Marketing Services

• Email frequency caps by brand: Marketers can now set individual email frequency limits per brand in a multi-brand portal, so one client’s sending cadence cannot inadvertently suppress another’s audience. For agencies managing multiple brands in a single portal, this is the control that prevents one aggressive send schedule from burning contacts who belong to a completely different client.
• AEO recommendations show Estimated Citation Lift: Each AEO recommendation now displays a projected citation lift estimate so you can rank content changes by expected impact. For agencies managing AEO strategy across client sites, this lets you prioritize which recommendations to action first and have a concrete number to put in the client report.
• Send Claude Designs to HubSpot: Claude Design now connects directly to HubSpot, letting you build landing pages in Claude and push them straight to HubSpot as a draft. For agencies doing high-volume landing page work, this cuts the copy-paste step between design and CRM and keeps the iteration loop inside tools you are already using.

Education and Events

• AI-recommended video clips for social: The AI Clips panel in Social now surfaces pre-generated clip recommendations from your uploaded videos so you can find and insert a post-ready moment without scrubbing through footage manually. For education and event teams repurposing session recordings into social content, this removes the most time-consuming part of the process.
• Breeze Assistant builds downloadable PowerPoint decks: Ask Breeze Assistant to create a slide deck and it generates a fully formatted, downloadable .pptx file you can open directly in PowerPoint, Google Slides, or Keynote. For teams that regularly produce recap decks, sponsor reports, or post-event presentations, this replaces the manual CRM data copy-paste step.

Consumer Brands and Ecommerce

• Customer agent sends payment links: Customer agent can now detect purchase intent in a conversation and send the right payment link in the same channel, whether that is chat, email, or WhatsApp. For ecommerce brands, this closes the gap between a customer expressing interest and completing checkout without needing a human rep to step in.
• Customer agent looks up and sends invoices: Customer agent can now find, explain, and send invoices directly inside a conversation, resolving billing questions in-channel. For consumer brands with high volumes of order and billing inquiries, this deflects a significant category of repetitive support tickets without any per-invoice setup.
• Snapchat Ads Integration: Snapchat leads now flow into HubSpot in real time, creating or updating contacts within seconds of form submission and ready for immediate enrollment. For consumer brands running paid acquisition on Snapchat, you can now close the follow-up delay and send conversion milestones like MQL or Won back to Snapchat to optimize campaigns on actual pipeline results.

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:

1. Ask Breeze Assistant: Drop into Breeze Assistant and ask: “What’s new in Help Desk this month?” or “What workflow features launched this month?” — it’ll summarize what’s relevant to you.
2. The “New To You” tab: Under Profile → Product Updates, the ‘New to you’ filter shows what’s changed in your portal since you last logged in. It’s the fastest way to see what’s ready to activate.

Original source

HubSpot’s Smart CRM index page got a major upgrade — and it’s live now for all portals.

The index, where you manage Contacts, Companies, Deals, Tickets, Tasks, and Custom Objects, has been rebuilt. It’s streamlined, easier to use, and displays insights in the same place where you’re already working.

Why does it matter?

The changes will make your team more productive, once they know what they are. Keep reading to learn how to orient your team quickly and make your data more actionable.

What changed?

You told us the index was overwhelming and not flexible enough. So we rebuilt it from the ground up to be faster and easier to customize, and keep you in one place instead of jumping around the product or keeping multiple tabs open.

Some key differences:

• View settings are easier to find. Everything you need to adjust the look and feel of your index is right there on the page. No need to navigate to Settings.
• Flexible views help you see your data differently. See your Contacts in board view, your Tasks in Gantt view, and your pipeline in report view, without leaving the index.
• Filters and metrics are collapsible. Hide what you don’t need. Display it when you do. Having less to look at helps you focus on your work, not the UI.
• Report view, right on the index. See your data as a report without opening a separate dashboard.
• AI insights on columns. Click a button and Breeze Assistant generates insights across your records. It’s a quick way to spot what’s working or not — and why — without time-consuming manual work.
• Property management in one place. Add columns, create properties, or use Data Agent to build a smart property without switching apps or opening another tab.

Get your team oriented

The resource center has everything you need: demos, a training guide built for reps, Knowledge Base articles, and more.

Drop a comment below or contact your CSM if you have questions. We’re happy to help.

Original source

What You Can Embed

We’re excited to share a new way to bring HubSpot’s AI Search Sensor data to your audience — directly on your own website!

The AI Search Sensor Embeddable Widget is now available for HubSpot partners. It lets you embed live AEO charts from the Sensor into any webpage via a simple iframe, so your visitors can explore the same data that marketers and strategists around the world are already using to navigate the shift to AI-powered search.

Choose from four chart types. Display one or let visitors browse through all of them:

• AI-Referred Traffic Trends – Track how AI-driven referrals are growing across the web
• AI Visibility Benchmarks by Industry – See how different industries are showing up in AI answers
• Answer Engine Volatility Tracker – Monitor how much AI answer results are changing over time
• Citation Share – Understand which brands and domains are getting cited by answer engines

If you embed multiple charts, visitors can navigate between them using carousel arrows with no page reload required.

Built for a Global Audience

The widget renders fully on both desktop and mobile, supports keyboard navigation, and is available in English, French, German, Portuguese, Japanese, and Spanish. Wherever your audience is, the data speaks their language.

Each widget includes a “Powered by HubSpot” link that takes visitors to the full AI Search Sensor experience.

How to Get Started

Getting set up is straightforward. Grab the iframe snippet from your partner page, embed it on a domain you own, and follow the instructions for minimum supported resolutions and CSP configuration. Full setup guidance is available in our partner enablement documentation.

We Want Your Feedback!

Have you embedded the widget yet? Drop a comment below and let us know how it went, or share what you’d love to see next.

Original source

HubSpot Product Updates for August 2026

August brought a redesigned mobile app, expanded Customer Agent capabilities, smarter scoring, and more AI connector coverage. Let's dig into the highlights.

Table of Contents

• Marketers
• Sellers
• Support & Success
• Admins & Operations
• All Teams

What's New for Marketers

Buyer Intelligence and Intent Signals

• Company Surge Signals from Bombora: See which accounts are researching your category right now. Surge signals power workflows, segments, and scoring — no separate Bombora account needed.
• AEO Recommendations: Estimated Citation Lift: Each recommendation now shows a projected citation lift percentage to help prioritize by expected impact.
• Intent Signals in Your Language: Portals in non-English languages now receive signal names and descriptions in that language. One toggle in signal settings turns it on.

Availability: Buyer Intent for Marketing Hub Pro+. AEO for Content Hub Pro+.

Email and Brand Controls

• Email Frequency Caps by Brand: Set per-brand email frequency limits so individual brand audiences aren't over-emailed regardless of portal-wide caps.
• Brand-Specific Company Name in Buyer Emails: Transactional emails now display the brand's company name instead of the portal default — applies to subscription confirmations and payment receipts.

Availability: Email Frequency Caps for Marketing Hub Pro+. Brand-Specific Company Name for portals using multi-brand features.

Social and Creative Tools

• Send Claude Designs to HubSpot: Build landing pages in Claude Design using your HubSpot context, then push them to HubSpot as a draft to review and publish.
• Recommended Video Clips for Social Posts: The AI Clips panel now surfaces pre-generated clips from your video library, ready to drop into a social post.
• Configurable Social Account Expiration Notifications: Specify which users receive social re-authentication alerts instead of notifying all portal admins.

Availability: Social features for Marketing Hub Pro+. Claude Design integration requires a paid Claude plan.

What's New for Sellers

Pricing, Payments, and Collections

• Price Books: Define and manage product pricing in a central library. Price Books apply consistently across deals and quotes, with Breeze-powered import to skip manual data entry.
• AI-Prioritized Invoices and Collection Emails: Breeze ranks open invoices by revenue impact and drafts collection emails so you focus on the highest-value balances first.
• Breeze Assistant for Payment Links: Describe a payment link and Breeze drafts it in seconds. It handles the full lifecycle: clone, update, toggle discounts, activate, or deactivate.
• Remove Stored Payment Method: Delete outdated payment details from a contact or company record — no support ticket needed.
• Discount Codes Moved to Payment Links Settings: Discount codes now live under Payment Links settings where they're used. Existing codes migrated automatically.

Availability: Price Books for Revenue Hub Enterprise. Payment features require HubSpot Payments.

Sales Activity, Scoring, and Associations

• Improved Score History for Engagement and Fit: Score history now shows the exact activity or property change behind each update, with timestamps, decayed rules, and a
• Prospecting Agent Email Drafts in Activity Feed: When Prospecting Agent finishes a draft, a new activity appears in the rep's feed to review and send.
• Sequence Task Associations: Sequence tasks now auto-associate with contacts, companies, deals, and other objects following your existing association settings.
• Sync Recurring Meetings to HubSpot: Recurring external meetings with a CRM contact now sync to HubSpot automatically.
• Contract and Project Record Associations: Associate contract records with project records using custom association labels.

Availability: Score History for Marketing Hub Pro+. Prospecting Agent for Sales Hub Pro+. Sequence Associations for Starter+.

Mobile and Add-In Updates for Sales Reps

• New Mobile Home Screen for Sales Reps: The Action Feed surfaces a prioritized, AI-powered view of meetings, tasks, and follow-ups for the day, each with a next step one tap away.
• Passkey Login for HubSpot Sales Outlook Add-In: Passkeys are now supported in the HubSpot Sales Outlook Add-In, including devices where they previously weren't available.

Availability: Mobile Home Screen for Sales Hub Pro+. Passkey login for all Outlook Add-In users.

What's New for Support & Success

Customer Agent Coaching Opportunities

• Low CX Score: Conversations scoring in the Critical or Needs Review range are flagged automatically in the Coaching Opportunities panel.
• Conflicting Knowledge Sources: Surfaces when knowledge sources contain contradictory information on the same topic so you can resolve conflicts before they affect responses.
• Action Gap: Automatically analyzes conversations to surface actions Customer Agent needs but hasn't been configured to perform.
• Deployment Recommendations: Personalized deployment recommendations based on conversation volume, resolution benchmarks, and SLA data.

Availability: Service Hub Pro+ with Customer Agent.

New Customer Agent Capabilities

• Sends Payment Links: When a buyer signals readiness to purchase, Customer Agent picks the right payment link and sends it inline.
• Looks Up and Sends Invoices: Customer Agent finds invoices, explains the charges, and sends a copy with a checkout link in the same thread.
• Assign Any Conversation: Hand off any conversation to Customer Agent from the Help Desk or Inbox Ticket Owner dropdown, letting AI handle standard queries without leaving the workflow.
• New Actions Library: A searchable catalog of pre-built CRM, Workflow, and Shopify actions replaces the single-form setup, with Action Gaps surfacing missing configurations from live conversations.
• Cites Sources in Your Language (Automated Rollout): Citations now filter to match the language of each visitor's response, so users only see sources they can read.
• Crawled Website Sync Status (Automated Rollout): A new Pages column shows how many pages synced after a crawl, with per-page status and failure details.

Availability: Service Hub Pro+ with Customer Agent.

Customer Agent Reporting and Help Desk Updates

• Performance Reporting Update: Redesigned analytics give admins a cleaner view of agent performance, outcomes, and business impact with less visual noise.
• Source Usage Report Source Type Filter: Filter the source usage report by content type to evaluate each knowledge source category separately.
• Customer Agent Folder in Help Desk (Automated Rollout): A default folder with four pre-built views organizes Customer Agent tickets by status, sorted by longest wait — no setup required.
• Bulk Unmark Spam: Select and unmark up to 100 spam threads at once instead of handling each individually.
• New Filters for Threads: Reps can hide system messages and specific activity types from their thread view. Filters are personal and don't affect teammates.
• Improved System Messages: System messages are now compact chips showing who acted, when, and with relevant links inline — replacing full-width labels.
• OOO Labels in @Mentions: @mentioning a teammate in a Help Desk note now shows an OOO indicator if they're out of office — in the dropdown and on the posted note.
• Route Tickets by Skill in Workflows: A new Rotate Record by Skill action assigns tickets by rep skill inside ticket-based workflows.

Availability: Service Hub Pro+.

Team Performance, Scoring, and Knowledge

• Team Scorecard: Managers get KPIs, SLA compliance, QA scores, and CX scores by team and rep in one consolidated view with trend deltas.
• Improved Score History for Health Scores: Health score history shows the specific events and properties behind each change, with timestamps and a timeframe filter.
• Mobile Notetaker Extended to Service Hub: Service Hub Pro+ customers can now record meetings and use the post-meeting experience on mobile.
• AI-Assisted KB Category Translation: Translate KB categories using AI suggestions. Publishing is blocked when required translations are missing.
• Support Space in Customer Portal: The support area in customer portal is renamed Support Space as the portal expands beyond support tickets.
• Repeat Runs in Agent Builder Workflows (Public Beta): Control whether a record triggers a workflow once or every time it meets criteria — Agent Builder's re-enrollment equivalent.

Availability: Team Scorecard, Mobile Notetaker, and KB Translation for Service Hub Pro+. Repeat Runs in Agent Builder beta.

What's New for Admins & Operations

User, Access, and Identity Management

• SSO: Multiple Identity Providers: Configure HubSpot to support multiple identity providers in a single account, removing the one-IDP limit.
• Contact Owner Assignment Setting: Choose whether emailing an unassigned contact automatically assigns the sender as owner.
• Additional User Object Capabilities: The User object now supports associations, pipelines, and segments, on par with other CRM object types.
• Filtered User Properties: Limit user properties to specific teams so reps see a relevant list, not every portal user.
• Create CRM Index Views Permission: Control which users can create new CRM index views, reducing clutter across large teams.
• App Install Governance: Super Admins can approve apps, control who can install them, and restrict data permissions per app — including AI connectors.

Availability: SSO with multiple IDPs for Enterprise. App Install Governance for all portals.

Data Quality and CRM Integrity

• Increased Duplicate Pair Limits: Duplicate pair limits increased across all plans, up to 100,000 pairs per object for
• Smart Duplicate Handling in Multi-Object Imports: Multi-object imports now detect and deduplicate identical rows, reducing unwanted duplicate associations.
• Duplicate Management Exports in Audit Log: Exports from the duplicate management tool now appear in the central audit log under Data Management.
• Workflow Enrollments Preserve Main Record When Merging: The record you keep now stays enrolled in active workflows when you merge duplicates.
• Sandbox Creation Copies Team-Based CRM Views: Team and shared CRM views now copy from production on sandbox creation.
• Real-Time Table Updates in CRM: Index and record pages now reflect property changes as they happen — no refresh needed.

Availability: Duplicate limits vary by plan. Sandbox for Enterprise.

Billing, Limits, and Subscription Management

• Portal-Level Billing Settings: Manage invoice automation, proration, and collection defaults for all quotes and contracts in one place.
• Set Maximum Marketing Contact Limits: Super admins can set a hard cap on marketing contacts to prevent unexpected tier upgrades.
• Multi-Account Management: Expanded Eligibility: MAM is now available for any Enterprise subscription — not just Marketing Hub Enterprise.
• Credit Consumption Updates for Data Warehouse Syncs: Direct syncs from Snowflake, BigQuery, S3, Databricks, Azure Synapse, and Redshift no longer consume data studio credits — syncs with transformation still do.

Availability: Portal-level billing requires HubSpot Payments. MAM for Enterprise.

Routing, Calling, Properties, and Marketplace

• New Conversation Routing: Use Assignment Workflow (Automated Rollout): Inbox routing now includes a Use Assignment Workflow option that enrolls conversations into a workflow for advanced routing.
• Set Call Recording by Region: Configure call recording rules by region so compliance stays automatic across markets.
• Sequential Ring in IVR: Set the order in which reps are called in an IVR flow to improve answer rates.
• Manage App Object Associations with Workflow Actions: Association workflow actions now support app objects — create, update, or remove associations between app and CRM records from workflows.
• Property Documentation: Add data entry instructions and option descriptions to any property, surfacing guidance on record pages, at creation, and in column headers.
• Custom Link Text for URL Properties: Let users set custom link text on URL properties so records show meaningful labels instead of raw URLs.
• Shared Column Configurations in Segments: Set a shared column layout for a segment so all team members see the same columns.
• Marketplace Listing Update: Credential Broker Apps: Apps whose primary purpose is selling OAuth or credential storage will be removed. Apps using these tools internally are unaffected.

Availability: Calling features for Sales Hub or Service Hub Pro+. Workflow actions for Operations Hub Pro+.

What's New for All Teams

Breeze AI Capabilities

• Add Custom Context in Context Home: Add free-form text or upload files to give Breeze business-specific context for more relevant responses.
• Breeze Assistant Creates Downloadable PPTX Decks: Ask Breeze to build a deck and it generates a formatted, downloadable .pptx file.
• Edit Specific Text with Breeze in Emails: Highlight any part of an email draft and ask Breeze to rewrite just that section.
• Breeze in Global Search for Deals and Companies: Breeze now appears in Global Search results for Deals and Companies with a summary and suggested actions for the top result.

Availability: All HubSpot products. Some features require Breeze AI credits.

CRM Experience and Notifications

• Improved CRM Notifications in Email: Notification emails now include full context for mentions, assignments, stage updates, and association changes.
• @Mention Notifications Go to the Right Record: @mention notifications now link to the exact record, expanded to nine new object types including Contracts, Orders, and Subscriptions.
• Column-Level Filtering in CRM: Filter records by clicking a column header in any CRM table — no separate filter menu needed.
• Team Email Signature Improvements: Preview your signature before sending, add profile pictures and meeting links, and switch between personal and team signatures in the composer.
• Streamlined CRM Index Experience (Automated Rollout): The updated index view with cleaner navigation rolls out to all customers.
• Inline Report Descriptions on Dashboards: Report descriptions now appear on dashboard cards rather than behind a hover icon.
• Clearer Embed Options in Dashboards: Adding external content now shows three clear options — External URL, HubSpot Page, or Embed Code.

Availability: All hubs and tiers.

Mobile App Updates

• HubSpot Mobile App Redesign: All screens now use the updated design system with modernized visuals and full dark mode support.
• Breeze Enhanced Search on Android: Breeze and Global Search are combined into a single entry point on Android.
• Create and Iterate on Documents in Breeze Mobile: Breeze on mobile can generate documents, email drafts, and HTML pages in a canvas you refine from chat.
• Breeze Assistant Projects on Mobile: Desktop Breeze projects are now accessible in the mobile app with full conversation history.
• Mobile Calendar Access for All Users: Connect Google Calendar, Office 365, or Exchange in the mobile app — now available for all hubs and tiers.

Availability: iOS and Android. Calendar access for all tiers.

AI Connectors and Meetings

• HubSpot Connector for Gemini: Bring HubSpot data into Gemini to generate content and insights, then act on it in HubSpot.
• Updates to HubSpot Connector for ChatGPT: Now supports Contacts, Companies, Deals, Tickets, Notes, Tasks, and Meetings — query and create CRM records from ChatGPT.
• Updates to HubSpot Connector for Claude and Remote MCP Server: Now supports Contacts, Companies, Deals, Tickets, Notes, Tasks, and Meetings — query and create records directly from Claude.
• Meetings Calendar in Main Navigation: All users can now access a meetings calendar from the main nav under Sales > Calendar.
• Recorded Meetings No Longer Create Duplicate Call Records: Meetings recorded via Notetaker or video conferencing integrations now create only a Meeting record — no duplicate Call record.

Availability: AI connectors and Meetings Calendar for all hubs and tiers.

Original source

AI Invoice Prioritization graduated to general availability this month, making Breeze-powered invoice ranking and collection email drafting available to all portals. And the Revenue stack keeps building: five additional releases shipped across CPQ, Billing, and Payments in the last two weeks, from billing configuration controls to contract-to-project associations and a new public Payments Account API in public beta.

AI Invoice Prioritization (GA — August 7)

What is it? Users can now let Breeze rank their open invoices by revenue impact — directly from the invoice index page — and draft personalized collection emails for each. The prioritization engine scores invoices across three dimensions: revenue risk, customer risk, and invoice risk. Breeze surfaces its reasoning alongside each ranking, so reps can understand why a given invoice is flagged.

Why does it matter? AR teams historically approach collection manually — oldest invoice first, or largest balance first. That logic misses the picture: a $500 invoice from a customer who’s about to churn may matter more than a $5,000 invoice from a customer with perfect payment history. Breeze surfaces that nuance and removes the work of figuring it out. This marks Breeze’s first GA milestone in a billing workflow, laying the foundation for the agentic platform future.

Available for: All hubs and tiers.

Portal-level Billing Settings (Live — August 11)

What is it? A new Billing settings page under Settings → Revenue → Billing centralizes configurable defaults for connected quotes and contracts. Settings include: automatically emailing invoices to billing contacts on invoice dates, sending invoices ahead of bill dates, enabling billing for quotes and contracts, proration defaults, and collection defaults. Previously, these had to be configured per-object or weren’t configurable at all.

Why does it matter? Two categories of merchants have been blocked by the absence of these controls. The first: merchants who want invoices generated by HubSpot but not automatically emailed (for example, European customers who need HubSpot invoices as input to an e-invoicing system like Peppol, but send them through a compliant external pipeline). The second: merchants who want invoices sent before the bill date, giving their customers’ AP teams time to review, approve, and schedule payment. Both are now unblocked.

Available for: Connected CPQ, Billing, and Payments (public beta) portals with contracts-setting or subscription-write access.

Price Books (GA — August 4)

What is it? Price Books graduated from public beta to GA on August 4. The GA milestone also added Breeze-powered import: RevOps admins can now upload a spreadsheet of existing price books and let Breeze handle the import, rather than recreating catalog data manually. The import path shows up as a new option in the Create dropdown on the Price Books index page.

Why does it matter? GA signals stability — and a commitment to the pricing catalog as a durable part of the Revenue Hub data model. The Breeze import lowers the cost of adoption for teams that have pricing data already living in spreadsheets or another CPQ tool, which is most teams migrating to Revenue Hub CPQ.

Available for: Revenue Hub Professional and Enterprise.

Tax Registration Obligation Monitoring (Live — August 4)

What is it? Automated Sales Tax customers can now track their sales tax registration obligations inside HubSpot. The feature monitors revenue and transaction volume across U.S. states and Canadian provinces, and alerts merchants when they’ve crossed into the “economic nexus” or a threshold that requires them to register, collect, and remit sales tax.

Why does it matter? Post-South Dakota v. Wayfair (2018), economic nexus rules mean that selling above a revenue or transaction threshold in a state — even without a physical presence there — triggers a sales tax obligation. For growing merchants, this is a compliance risk that’s easy to miss until it becomes expensive. Having this surface inside HubSpot, where the transaction data already lives, means merchants don’t need a separate tax monitoring tool to stay ahead of it.

Available for: Revenue Hub Professional, Revenue Hub Enterprise

Project to Contract Associations (Live — August 11)

What is it? Contract records can now be linked to HubSpot Project records. The association is fully configurable — teams can modify association limits and create custom labels to define the relationship between a contract and the project it belongs to. Contracts carry the full commercial context (products, revenue, billing terms, renewal dates), while Projects carry the operational work, so this connection bridges the revenue and delivery sides of a customer relationship in the CRM.

Why does it matter? For teams that manage implementation or professional services alongside a contract — onboarding projects, deployment engagements, or any delivery work that’s attached to a sale — there was previously no native way to surface that operational context from the contract record, or vice versa. Now the handoff between “deal closed / contract signed” and “project kicked off” is visible in one place, reducing the manual tracking that typically lives in spreadsheets or separate project tools.

Available for: Revenue Hub Professional, Revenue Hub Enterprise

Payments Account READ API (Public Beta — August 3)

What is it? A new public API endpoint allows developers to retrieve a HubSpot account’s payment status including enrollment status, payment eligibility, and transaction capabilities.

Why does it matter? Partners and developers building on top of HubSpot Payments previously had no programmatic way to check whether an account was enrolled and eligible to transact. That’s a practical gap for integration logic. For example, an ISV that gates a payments feature based on account status, or an onboarding tool that checks payment readiness before routing a merchant through setup. This API closes that critical gap.

Available for: All HubSpot hubs and tiers.

Questions or feedback? Please share in the comments! Your input goes directly to the product team 🙌

Original source

Hey there, community! Justin here, PM for Intent at HubSpot. 👋

I’m really excited to share something we’ve been building for a while: Company Surge® signals, powered by Bombora, now live and native in HubSpot — no existing Bombora account required.

As a marketer, you’re always looking for the clearest signal of who’s ready to buy. Visitor intent tells you who’s on your site — but what about the companies actively researching your category before they’ve ever found you? That’s the gap Company Surge® fills.

As an ops pro, you’re constantly looking for ways to sharpen the data powering your GTM motions. Better signals mean better-segmented audiences, smarter triggers, and higher-quality pipeline — and now you’ve got one more source of signal to work with natively.

As a seller, you know context is everything. Company Surge® gives you something concrete: a company actively researching “CRM Software” or “Sales Intelligence” is a company in-motion. That’s a reason to reach out, not a guess.

Now, as a HubSpot customer, you get access to this research intent data as part of your standard intent signal tracking. No extra setup required. This is one more powerful signal in your toolkit.

What Are Company Surge® Signals?

When a company starts spiking on a topic tied to your category, HubSpot shows that activity on their record as a Company Surge® signal. If they’re spiking on multiple related topics at once, that’s your cue to reach out. The data is powered by Bombora’s B2B Data Co-op, a one-of-a-kind data source that reflects the research activity of millions of companies across thousands of trusted publisher and business website sources.

A few things worth knowing:

• High / Medium / Mild / Low research level. We translate Bombora’s research intensity score into simple High, Medium, Mild, and Low levels—making it easy to see how strongly a company is researching a topic.
• “Powered by Bombora” attribution. Signals are clearly labeled so you know where the data is coming from.
• Up to 12 topics per portal. You (or HubSpot, automatically — more on that below) pick the topics that map to your buyers’ research journey.
• Company-level, not contact-level. Company Surge® detects intent at the company level — clean signal, ideal for account-based motions.

How to Get Started

You can be up and running in two steps.

Step 1: Review and Customize Your Topics

Here’s something we’re proud of: HubSpot automatically selects up to 12 Bombora research topics for your portal based on your website. By the time you go in to configure, we’ve already done the legwork.

To review or adjust your topics, go to Marketing > Buyer Intent > Signals tab, find the Company Surge® signal in your My Signals panel, and click Select Topics. From there, you’ll see your auto-selected topics and can add, edit, or remove them. You can search by keyword to explore Bombora’s full topic library and swap in topics that map better to your ICP.

If you find you want access to a deeper volume of Bombora data, you can always reach out to the Bombora team directly to explore their plans.

Step 2: Act on the Signal

Every Company Surge® signal automatically fires as a company event — complete with topic, category, research level, and top metro areas — on the company record — for every company you’re already tracking. That means there’s no extra configuration to unlock this: if a company is being tracked for your standard signals, they’re being tracked for your Bombora topics too, at no additional cost.

From there, the signal flows everywhere standard intent signals already flow:

• Workflows: Trigger a rep notification when a tracked account hits “High” research level on one of your topics. Create a task. Enroll associated contacts in a sequence. Build intent into your existing automated motions.
• Segments: Build a segment of “Companies with high research level in the last 14 days” for targeted campaigns or ad audiences.
• Lead Scoring: Factor level of research activity tied to your chosen topics into your company scoring. High research level = points. Your hottest accounts rise to the top automatically.
• Company Records: Reps see the signal right on the record activity timeline without leaving HubSpot.
• Company Index: Use the Recent Intent Signals company property to segment and save views for companies that have detected Company Surge signals.

Why This Matters

Company Surge® signals are included in your standard company tracking cost. Every company you’re already tracking gets Bombora intent intelligence added to the same feed as your 40+ other standard signals — visitor intent, news events, job changes, and more. One tracking cost, one place to act.

That’s the bet behind this: Bombora’s research intent data, fully native in HubSpot, working seamlessly with everything you’ve already built.

And if you’re getting serious signal value and want to go even deeper — more topics, more data volume — Bombora has plans for that. This is a great starting point.

Try it out — go check your auto-suggested topics, make any adjustments, and let us know what you see firing in the comments. Especially curious to hear which topic combinations are working well for different ICP types. I’ll be in the thread.

— Justin

Original source