June’s HubSpot Updates: Smarter Automation, Stronger Controls, and a Big Month for Service Hub
June brought a wave of powerful updates to HubSpot - led by major enhancements in Service Hub, but also spanning automation, CRM customization, content performance, and data governance. From AI-recommended actions in workflows to SEO-boosting features for video content, these updates are designed to help teams move faster, work smarter, and scale with confidence.
In this post, we break down everything that’s new, what it means for your business, and how to get the most out of each feature.
AI-Recommended Actions in Workflows
Optimize your workflow with AI-driven suggestions.
With contextual AI tips, you can save time and make your automations smarter. You can move faster and smarter with AI, whether you're building from scratch or refining an existing workflow.
Dynamic Dates in Lists and Workflows
You can now use dynamic date tokens directly in lists and workflows.
Use Case
You can easily filter or trigger actions based on dates that automatically adjust, such as '7 days ago' or 'next month.' This makes automation and segmentation more flexible and accurate without manual updates.
Shopify App Update: Revenue Reporting for Orders
Track revenue from Shopify orders directly in HubSpot reporting.
Use Case
It's now possible to tie your marketing efforts directly to Shopify revenue and optimize accordingly. Analysis of HubSpot order data provides insight into how emails and campaigns are driving sales.
Manage view and edit property access in Workflows
The ability to control who can view and edit individual properties within workflows gives you more control over data governance.
Operations teams managing sensitive data will especially benefit from this feature. Controlling access to specific properties at the workflow level reduces data risk and ensures internal compliance. The process of enforcing data ownership rules within automation has now become easier.
Track subscription type changes in the Audit Log
The Audit Log now allows administrators to track when subscription types are created, deleted, or updated.
Use Case
Knowing who changed what and when is crucial when managing email preferences. Using this update, you can ensure regulatory compliance, audit subscription categories, and prevent unauthorized changes to customer communication settings.
Clone a journey in Journey Automation
You can now clone entire journeys in Journey Automation, making it easier to scale repeatable customer experiences quickly.
Use case
If you’re building similar journeys for different personas, geographies, or lifecycle stages, this new feature helps you duplicate and adjust without starting from scratch. It streamlines experimentation and growth without the time sink or recreating successful journeys manually.
User-based ticket capacity limits by ticket type
A daily digest email summarizes CRM updates, task reminders, and key performance metrics for sales reps.
Start your day with a clear understanding of what matters: new leads, overdue tasks, recent emails, and upcoming meetings. You can stay organized and focused without logging into the platform first thing in the morning by using the daily digest.
Edit email conversation history in Help Desk and Inbox
Help Desk and Inbox views now allow support teams to edit email threads, making it easier to remove sensitive or inaccurate information.
For example, you might need to clean up email records to ensure legal compliance, or to protect customer privacy. Agents can modify text snippers within the history panel to keep records clean and safe while preserving the full audit trail.
New Card: Ticket priority on the Help Desk Summary Tab
Teams can now view open tickets by urgency level using the new Ticket Priority card on the Help Desk Summary Tab.
Use Case
See how workloads align with your team's capacity by understanding the distribution of open tickets by priority. In this way, support leads are able to prioritize escalations more effectively and ensure that high-priority items do not get overlooked.
Audit Logs for Customer Agent Actions
Security teams now have visibility into what AI agents are doing on behalf of users in HubSpot's audit logs.
Use Case
This feature provides confidence and traceability for teams using Customer Agent. In order to ensure compliance, safety, and accountability, administrators can review all actions taken by the AI, including the sending of emails, editing tickets, and more.
Service Hub Journey Analytics
In Service Hub, teams can now analyze customer support journeys to identify bottlenecks and improve resolution paths.
Use Case
With this new analytics tool, your team can map the customer's journey across tickets, interactions, and touchpoints. By spotting delays, drop-offs, or repeat actions, you can streamline processes, reduce effort, and improve customer satisfaction.
Add Customer Agent to Rule-Based Chatflows
In your support experience, you can now route visitors to HubSpot's Customer Agent AI through rule-based chatflows.
Combining rule logic with generative AI gives you more flexibility in designing chat strategies. Any time during a rule-based conversation, you can escalate to Customer Agent, ensuring dynamic support paths that adapt to customer needs.
Sales workspace daily digest email
Sales reps now receive a daily digest email summarizing important CRM updates, task reminders, and key performance metrics.
Organize your day with a clear picture of what matters: new leads, overdue tasks, recent emails, and upcoming meetings. The daily digest helps you stay organized and focused without logging into the platform first thing in the morning.
Filter dataset-based reports in Dashboards
Dashboards can be filtered directly by dataset reports.
Using the dashboard, you can adjust report filters while you're in the middle of your analysis. It provides a seamless experience that helps you discover insights faster without having to leave your workspace.
Automation Overview
In the new Automation Overview page, all automation tools, usage, and health indicators are displayed in one place.
Use Case
With this dashboard, RevOps and automation managers can quickly assess the scope and performance of workflows, sequences, chatflows, and other automation types. You can diagnose issues, identify overuse and underuse, and keep automation running smoothly with visual indicators and summary metrics.
Boost video SEO performance with structured data
You can now automatically add structured data to your HubSpot videos to help them rank higher in search engines.
HubSpot automatically adds structured metadata to your videos, boosting their visibility in search results, including rich snippets. As a result, your content becomes more discoverable and your organic traffic increases.
A new Monday.com data sync app
You can easily sync data between Monday.com and HubSpot with this app, helping you unify your systems.
Use Case
If your team uses Monday.com for project or task management, you can now keep it seamlessly in sync with your HubSpot CRM. You can automatically align contacts, deals, tasks, and more across platforms, saving you time and reducing errors. With this integration, teams and workflows can have cleaner handoffs and more consistent data.
Default Account Selection
When you log in, choose which HubSpot account opens first.
You can jump straight into the right workspace without clicking around. Anyone managing multiple accounts will benefit from this small but powerful update.
Faster property creation on the CRM index page
For faster setup, create properties directly from the CRM index page.
For example, you no longer need to switch tabs to add properties when you're managing records in CRM. Keeping your focus on your data workflows will speed up customization.
Certification Tracking made easy with the new My Team Dashboard!
The new My Team Dashboard helps you manage learning and enablement at scale by tracking your team's certifications.
Use Case
Team managers, enablement leads, and admins can now see who has completed what certifications on their teams. Continuous professional development is driven by this central dashboard, which tracks progress, identifies learning gaps, and celebrates milestones.
Enroll records in Workflows from a CRM card
HubSpot now allows you to manually enroll contacts, deals, and other records into workflows.
Automating processes like onboarding, outreach, or reminders is often required by sales, service, and marketing teams. Reps can now enroll a record into a relevant workflow right where they work, instead of switching tabs. Your organization will be able to automate more efficiently, with fewer clicks, and with better accuracy.
Create multi-select User properties
In the CRM, you can now create properties that allow selection of multiple users, improving data structure and user collaboration.
Use Case
The multi-select user properties allow you to track shared ownership, collaboration, or reviewer groups on deals, tickets, or custom objects. The native, reliable property type integrates cleanly with reporting and workflows, so teams no longer need to resort to workarounds.
Build workflows in collaboration with Breeze Copilot
Breeze Copilot, HubSpot's AI-assisted workflow creation platform, guides you step-by-step through the process.
Whether you're new to workflows or just want to streamline repetitive setup tasks, Breeze Copilot simplifies the process. It suggests best-practice triggers, actions, and conditions so you can focus on strategy rather than configuration. As a result, workflow creation is accelerated while setup errors are reduced.
