The latest HubSpot product updates are here, and they're packed with powerful enhancements to make your team more productive! These new updates bring fresh capabilities to elevate your HubSpot experience, whether it's optimizing your sales pipeline, streamlining your marketing automation, or improving customer service.
You'll be able to make your workflows more efficient, your insights sharper, and your business operations more seamless with this month's release. Let's take a look at what's new and how these changes can impact your day-to-day. Let's get started!
Preview Score Insights in Lead & Health Scores
Analyze and refine lead and health scores based on data-driven insights across thousands of records.
Use Case
As a sales or marketing team builds or adjusts Lead or Health Scores, they can view average scores and distribution patterns to determine how their changes will affect records. Having this level of visibility enables confident adjustments, ensuring that scoring models are aligned with customer value and readiness.
Anniversary Filters
Use date-based filters for birthdays and anniversaries without relying on calculated properties.
Use Case
Marketing teams can now filter contacts by birth date without adjusting the year, ensuring personalized outreach happens every year on time. Streamlining engagement efforts reduces errors, improves segmentation, and improves segmentation.
Note: All results will contain records with February 29th dates if present (only if February 28th is present), regardless of whether the current year is a leap year.
Improved Report Search
You can now find key insights instantly with AI-powered search that delivers recommendations, saved reports, and recent reports.
Use Case
When searching for a report, you can now see AI-recommended reports, recently searched reports, and saved reports all in one place. As a result, search time is reduced, you can pick up where you left off, and you can access critical insights quickly (be sure AI settings are enabled).
New Deal Views in the Sales Workspace: Closed Won & Closed Lost Deals
Use the Sales workspace to analyze closed deals more effectively with separate views for won and lost deals.
Use Case
Managers reviewing team performance can now compare successful deals with lost opportunities without having to sift through mixed data. Teams can improve conversion rates by identifying trends in closed lost deals and doubling down on winning patterns.
“Current stage” calculated properties for deals
Improve pipeline efficiency by identifying stalled records and tracking deal duration with calculated properties.
Use Case
Monitoring deal progress is now easier, as you can see how long a deal has been in its current stage without manual tracking. Sales teams can identify delays, optimize follow-ups, and move deals forward more efficiently this way.
Forecast multiple outcomes using custom date and currency properties
Build revenue projections tailored to your business needs using any custom deal date and currency properties.
Use Case
Set up a custom date property to reflect when revenue is realized, aligning revenue forecasts with actual revenue recognition. In addition, you can track different revenue streams by utilizing custom currency fields, ensuring that your forecasts account for all important outcomes.
Reply to Any email message in Help Desk and Conversations Inbox
Maintain context and improve email clarity by responding directly to any message in a conversation thread.
Use Case
Service representatives can reply to a previous message to address specific points without exposing unnecessary conversation history when managing a complex email thread with multiple topics or participants. As a result, you can maintain context, prevent miscommunications, and provide more accurate responses to your customers.
Automatic ticket creation when sending from help desk email/WhatsApp channels on CRM records
Help Desk emails and WhatsApp messages will now automatically create tickets on CRM records, improving tracking and case visibility.
Use Case
Whenever a Help Desk email or WhatsApp message is sent on a contact or deal record, a ticket will be automatically created. As a result, customer issues are organized, support interactions are visible, and untracked conversations are reduced.
Control Panel for Fixing Formatting Issues
Your business can prioritize data quality issues in HubSpot by customizing formatting rules.
Use Case
By turning off irrelevant formatting checks, administrators can focus on high-impact issues such as standardizing company names. With this customization, your team can maintain accurate records without wasting time on less critical issues.
Workflow date delay improvements
Set custom workflow timing based on contact-specific time zones and datetime properties to ensure communications and tasks are completed on time.
Use Case
With automated messages, you can now send them based on the recipient's local time - for example, sending birthday greetings or renewal reminders at just the right time. A well-timed outreach helps prevent poorly engaged audiences, increases engagement, and enhances personalization.
New & Updated Association Fields on the CRM Export API
Using the CRM Exports API, you can export multiple associated object types, labels, and display properties, improving data flexibility and performance.
Use Case
CRM data can now be exported via API with multiple associated objects and labels in one request, reducing the need for additional queries. As a result, data is more organized, exports are consistent, and large datasets are processed more quickly.
Google Chat integration
Using HubSpot with Google Chat, you can receive notifications, reply to messages, and collaborate on support tickets.
Use Case
You can now reply directly to live chat, WhatsApp, or Facebook Messenger messages while managing customer inquiries in Google Chat. As a result, platform switching is reduced, response times are accelerated, and your team remains aligned on customer interactions.
Sales Hub in Outlook Calendar
Log meeting outcomes, add contacts, and manage follow-ups within Outlook Calendar with HubSpot sales tools.
Use Case
Sales reps can log outcomes, capture new contacts, and sync updates to HubSpot in real time when reviewing a scheduled meeting in Outlook Calendar. The integration reduces app switching, speeds up follow-ups, and ensures that your CRM data is accurate after every meeting.
Use HubSpot forms to register for Microsoft Teams webinars
Create unified, customer-friendly registration forms for Microsoft Teams webinars using HubSpot.
Use Case
You can now collect registrations directly through HubSpot landing pages instead of Microsoft's built-in forms when hosting a webinar in Microsoft Teams. In addition to maintaining branding consistency, this simplifies attendee tracking and improves the registration process.
Unified Data Privacy Request Management
Stay compliant and reduce manual steps by easily registering, tracking, and managing data privacy requests.
Use Case
HubSpot now allows compliance officers to track all incoming data privacy requests, assign them to the right team members, and ensure timely completion—eliminating the need to track requests across multiple systems. Data protection workflows are more efficient and accountable with this central hub.
Conditional property options available for additional object types
Reduce clutter and improve HubSpot data accuracy by dynamically showing relevant property options across more object types.
Use Case
Sales teams can now ensure that only valid payment terms appear based on the invoice type, preventing manual errors. Marketers categorizing leads can tailor campaign types for each lead source, ensuring cleaner data entry and more precise segmentation.
Introducing: HubSpot Academy Learning Paths
You can fast-track onboarding and expand your HubSpot knowledge with curated Learning Paths from HubSpot Academy.
Use Case
A custom Learning Path can be assigned to new employees to ensure consistent, efficient HubSpot training from day one. HubSpot's advanced playlists are designed to enhance the product knowledge of experienced users and maximize the use of HubSpot across your organization.
Apply colors to property options
Colorize property options for faster decision-making by visually highlighting key statuses, categories, and insights.
Use Case
Using color-coded property options for index page tables, such as red for blockers and green for approvals, you can assess priorities instantly. In this way, teams can act faster on critical updates, reduce scanning time, improve clarity, and reduce errors.
Activity index pages for notes, postal mail, communication (WhatsApp, Linkedin, SMS)
Use HubSpot's new index pages for better organization and control of bulk notes, postal mail, and communications.
Use Case
Filtering and deleting old WhatsApp or LinkedIn messages in bulk is now possible instead of removing each one individually. The process speeds up database maintenance, keeps records relevant, and keeps you within system limits.
Marketing Email Insights in Copilot
Analysis of marketing email performance, benchmarking, and AI recommendations for improvement are all possible with Copilot.
Use Case
During the preparation of their next email campaign, marketers can ask Copilot how past emails performed, compare open rates with industry standards, and receive tailored suggestions to increase engagement. By doing this, you will eliminate guesswork and ensure that every email is optimized to produce the best results.
Use Breeze Copilot to compare App Marketplace apps
Compare two App Marketplace apps, including features, pricing, and popularity, with Breeze Copilot.
Use Case
Rather than manually sorting through App Marketplace details, a marketing manager can simply ask Breeze Copilot for a comparison, gaining instant insights that streamline the decision-making process.
Email Reply Recommendation on Mobile
Create AI-driven email replies on mobile that align with context and tone, helping sales reps to respond faster.
Use Case
Sales reps juggling multiple deals receive an email from a prospect and, rather than crafting a response from scratch, use Copilot's recommendations to quickly review and respond. As a result, reps spend less time managing their inboxes, allowing them to focus more on closing deals.