HubSpot's Monthly Product Update - September Edition
For those of you who’ve been following our monthly HubSpot updates, you know the drill - each month brings new improvements to help you get more from your tools.
From AI that rewrites your landing pages on the fly to new ways of cleaning up old accounts and syncing lists straight into ad platforms, these updates are less “nice-to-have” and more “how did we live without this?”
We pulled together a full breakdown of all the updates - plus ideas on how to put them to work for your team - let's check out them all.
A smarter Campaign Goals experience
The Campaign Goals Tracker lets you set, track, and report on your campaigns smarter! Using a redesigned and more intelligent approach to measure the performance of campaigns.
Healthy / Unhealthy lists in email health
You can now view a new report within the email health dashboard to surface the healthiest and unhealthiest performing recipient lists based on engagement metrics and deliverability.
Sync to Ads from lists
Easily activate contact lists across ad networks like LinkedIn, Google, and Facebook right from your list, unlocking segment creation and activation without manual CSV exports or complex integrations.
Image Overlays in Video Editor
In the editor, users can now add image overlays to their videos. With this feature, you can create engaging and informative videos with arrows, screenshots, or custom graphics.
Landing pages: Clone with AI
When cloning a landing page, users can choose to generate content for the new page using AI. This helps marketers quickly create variations of successful landing pages for different campaigns.
Create personalized content from lists
Content that isn’t tailored to a specific audience isn’t going to resonate. With list-based remixing, creating content that is personalized to different segments is easier than ever with AI assistance.
Conversation-powered Recent Activities in Deal Insights
Conversation-powered summaries are now embedded directly within the Recent Activities card in Deal Insights. When reps view a deal, they see key conversations highlights without switching contexts.
Prospecting Agent for Advanced Research and Adaptive Outreach
You have received a major upgrade to your Prospecting Agent. According to your specific goals and context, the agent now decides how deep to research and how to approach outreach.
Help Desk Ticket Timeline
A dynamic reply editor in Help Desk that re-sizes automatically as the user composes their reply. Support reps need an efficient writing experience that adapts to response length without manual adjustments.
Commerce User Permissions Settings
Within Users and Teams, you can now manage access to quotes, products, billing, and payments. Previously, these settings were scattered - now they are centralized.
Sync Microsoft Teams Meeting Recording and Transcripts to HubSpot
With HubSpot's Microsoft Teams integration, you can sync your organization's Microsoft Teams meeting data including recordings and transcripts directly to HubSpot.
Bidirectional associations sync for Salesforce Tickets, Tasks, and custom objects
HubSpot’s integration with Salesforce already supports syncing object associations for standard objects, and now extends this to tickets, tasks, and custom objects for complete data synchronization.
Rename HubSpot Defined Objects
Admins can now configure the term they’d like to use in lieu of the HubSpot default for a particular object. For example, you might label deals as “opportunities” to match your team’s terminology and reduce friction.
Formula Fields update in Custom Report Builder (AI Assist and more)
Formula fields can be created directly in the custom report builder, enabling AI-assisted data transformations. With this powerful feature, you can create complex calculations without any technical knowledge.
Assign Customer Agent to Email
By assigning Customer Agents to Email accounts, businesses can streamline support and lighten the burden on human agents. Routine inquiries can be handled by AI.
AI-Powered Recommendations in Automation Overview
You can now see AI-powered automation suggestions based on how your team uses HubSpot directly on the Automation Overview page. These recommendations help you discover new ways to save time and scale your operations.
Multiple Conditions for Rollup Properties
HubSpot now allows you to apply multiple conditions to rollup-type calculated properties. By doing so, you will be able to build calculations that are smarter and more nuanced, which will reflect the logic of your business better.
Account Cleanup
Account Insights is now Account Cleanup. Account Cleanup allows admins to identify opportunities to tidy up and declutter their accounts. This includes both unused assets and optimization opportunities.
Smart Transfer: move data easily to HubSpot
With HubSpot Smart Transfer, you can move your data from other CRM platforms to HubSpot. Through its structured workflow, you’ll map fields, validate data, and migrate with confidence.
New Data Model Intro Page
There is a new intro page for the data model space. With guided setup and best practice templates, you can easily configure your HubSpot data model, even if you're new to HubSpot.
New Data Source for Smart Properties: Call Transcripts
Smart properties now support call transcripts as a data source. When you make a call, you often share important context, and now you can automatically populate your CRM properties with that information.
New Forms Editor: Reset Link Support
When forms are pre-populated with known visitor data, it can lead to confusion or incorrect submissions. The reset link allows visitors to clear pre-filled data and start fresh.
New Reporting CRM Cards: Customer Lifetime Value & Revenue Attribution
Introducing new CRM Reporting Cards - see revenue impact and customer value directly on contact and company records