HubSpot’s July update is here, and it’s packed with improved features to help you work faster, sell smarter, and engage your customers more effectively than ever.
From AI-driven lead scoring and predictive insights to automated tax collection, personalized email upgrades, and a brand new Hashtag Bank for your social campaigns - these new tools are all about saving time and boosting results across marketing, sales, and service.
Explore what’s new, see how these updates can level up your HubSpot game, and stay ahead of the curve with the latest ways to automate, personalize, and grow.
Making Hashtag management easier: New Hashtag Bank in the Social Editor
With the new hashtag bank, you can save and reuse your most effective hashtag combinations.
Use Case
By applying your proven hashtag strategies automatically instead of typing them repeatedly, you'll save time creating social posts. Your hashtag formulas will ensure consistency across all your social campaigns and help you maintain optimal reach and engagement.
Smart frequency suggestions and score ‘Event Not Occured’ in Scoring Apps
Utilize AI recommendations and negative scoring for missed actions to build more accurate lead scoring models. You can use this sophisticated approach to identify qualified leads and avoid overscoring prospects who haven't taken key qualifying steps.
Scale email and form scoring with “Contains” in scoring apps
You can specify which marketing emails and forms contribute to lead scoring by using the "contains" filter.
It is now possible to create more sophisticated scoring rules by including multiple emails or forms containing specific keywords in their names, which eliminates the need to manually select each one. Using this scalable approach, your scoring models will automatically incorporate new assets that match your criteria, keeping your lead qualification process current without constant maintenance.
Automatically Add Video Captions to YouTube
With HubSpot's publishing interface, you can add captions directly to YouTube videos.
Use Case
Ensure accuracy and maintain your brand voice in all your videos by overriding YouTube's auto-generated captions. As a result of this direct integration, you no longer need to upload captions separately and your video content is more accessible and SEO-friendly.
Lists - shared records support
Record lists assigned to teams now include both team-owned and shared records.
Your team can now access all relevant records, not just the ones they directly own, using more comprehensive team lists. Through this inclusive approach, collaborative teams can keep track of shared responsibilities and opportunities without missing crucial information.
Customize HubSpot marketing emails with recently viewed Shopify products
Include contacts’ recently viewed Shopify in your HubSpot marketing emails.
Personalize email experiences by showing each contact the exact products they've browsed, dramatically increasing relevance and purchase likelihood. With this personalized approach, every email becomes a tailored shopping experience that continues where you left off.
Browse & Search Knowledge Base in the Widget Help Tab
Using the widget's Help tab, you can now browse and search your knowledge base without leaving the page.
With the Help tab in the support widget, your customers can now search your knowledge base for answers faster. This allows users to solve their own problems without opening a new window or waiting for assistance. Improve customer experience and reduce ticket volume with this feature.
Predictive Insights & Time in Ticket Status Reporting on the Help Desk Analyze Tab
Your support queue is now able to identify potential issues before they become problems as a result of AI predictions.
Use Case
Prevent bottlenecks and resource shortages from impacting your customers. Early warning systems help you avoid major customer satisfaction issues by maintaining service level agreements.
Deal metrics customization
The deals index page now offers a customizable data well.
Use case: instead of fixed metrics, you can tailor it to display the information most relevant to your business, enabling faster, more informed decision-making.
Auto-add Backfill for Buyer Intent
Backfilling adds companies who previously visited your site and match your current intent criteria automatically.
Use Case
Make sure you don't miss out on valuable opportunities by capturing high-intent prospects who visited your site before you set up intent tracking. It allows you to reach out to companies that showed interest in the past but weren't captured in your original setup.
Manually Score Deals and Companies with Sales Hub
The Lead Scoring app now allows Sales Hub Professional and Enterprise customers to manually score deals and companies.
Use Case
You can now apply the same intelligent scoring logic to your opportunities and accounts as you do for leads, ensuring consistency throughout your sales process. With this unified approach, you can prioritize not just who to contact, but which deals are most important.
Podcast Slide-in CTA Template
The design manager now features a new slide-in CTA template optimized for podcast listeners.
Use Case
In order to engage audio-first audiences, marketers can now use a pre-built slide-in template during podcast episodes. By aligning with podcast content, conversion potential is increased without additional design effort.
Automated Sales Tax Collection with Commerce Hub
Multiple jurisdictions are now automatically calculated with accurate sales tax in Commerce Hub.
Use Case
Tax compliance is ensured without manual calculations, reducing errors and administrative burden during checkout. If you sell across multiple states or countries with different tax laws, this automation is especially valuable.
Schedule Automatic Exchange Rate Updates
Schedule monthly, quarterly, or annual currency exchange rate updates.
Use Case
Whenever you deal with multiple currencies, your reports and deals will always display accurate values without manual intervention, saving you hours of time and effort each month. Your international sales data remains reliable for forecasting and commission calculations due to this automation.
Custom Times and “Prevent Skip” for Forms/CTAs Now in Professional
Customers of Marketing Hub, Service Hub, and Content Hub Professional can now set custom timestamps and prevent form skipping.
Use Case
Your visitors can't skip important content by controlling when forms and CTAs appear, giving you more sophisticated engagement tools previously reserved for Enterprise users. You can create more effective conversion paths and ensure critical messages are delivered at the right time with this enhanced control.
HubSpot deep research connector
A first-of-its-kind integration between HubSpot and ChatGPT for deep research.
Use Case
Your CRM data can now be analyzed using doctorate-level research capabilities, allowing you to uncover insights and patterns that would normally take hours of manual analysis. By integrating this groundbreaking technology, you will gain a deeper understanding of customer behavior, market trends, and business opportunities.
Basic Record Cloning
Copy properties and associations from existing records to create new ones.
Use Case
When creating similar deals, tickets, or custom objects, you can duplicate complex records with all their relevant details intact. In businesses with repeatable sales processes or standardized service offerings, this cloning capability is especially valuable.
Improved Card Library for CRM Customization
CRM cards can now be discovered, previewed, and managed through the new Card Library.
Use Case
You can now browse available CRM customizations visually, making it easier to find the right cards for your team's workflow. With this improved discovery experience, you can create a CRM that is tailored to your business processes without requiring technical expertise.
Breeze Customer Agent: Now available across all Pro+ hubs
In addition to its previous Service Hub exclusivity, Breeze Customer Agent is now available across all Pro+ portals.
Marketing, Sales, and CMS teams can now handle customer inquiries without a dedicated Service Hub subscription, regardless of which HubSpot hub they primarily use. With this democratized access, you can automate routine customer interactions, provide 24/7 support, and focus your team on high-value activities using AI that understands your business context.
AI Lookalike Lists
Find more customers who look and behave like your best customers with Breeze AI.
Use Case
Identify prospects who share characteristics with your most valuable customers automatically, without requiring complex analysis. With this AI-powered targeting, you can improve ROI while scaling your customer acquisition efforts by focusing on the audiences most likely to convert.
