Align Your Teams, Grow Your Revenue
RevOps isn't just a buzzword. It's the discipline of getting marketing, sales, and service to work from the same data, the same processes, and the same goals. When it's done right, your pipeline stops leaking and your revenue becomes predictable.
These resources cover lifecycle stage design, lead scoring, handoff automation, reporting architecture, and the strategic thinking that connects your tools to your revenue. We approach RevOps from inside HubSpot, where everything connects natively.
Our RevOps consulting helps teams build the operational foundation for scalable growth.
398 RevOps Articles
HubSpot Account Service Keys
HubSpot Service Keys replace legacy private apps with a simpler way to create secure API credentials. Connect Tableau, Power BI, and data warehouses yourself.
September 29, 2026
App Actions for UI Extensions: Bulk CRM Operations Are Here
HubSpot App Actions for UI Extensions lets developers run custom React operations on multiple CRM records at once. Here's what shipped, how to build it, and who
September 29, 2026
Swap Unassigned Seats for HubSpot Credits or Different Seat Types
HubSpot Super Admins can now swap unassigned seats for credits or different seat types directly in Account & Billing. No account rep required. Here's how it wor
September 28, 2026
Access Breeze Assistant in Claude
HubSpot's Breeze Assistant now works inside Claude. Pull pipeline data, flag deal risks, and update CRM records without leaving your AI conversation. Here's how
September 28, 2026
Work on Tasks with Breeze Assistant
HubSpot's Breeze Assistant now launches directly from any task, so you can get unstuck and finish work without leaving the task. Here's what shipped and how to
September 28, 2026
Email Templates Now Work in Workflow Manual Email Tasks
HubSpot now lets you attach email templates to manual email tasks in workflows, just like sequences. Here's what shipped, how to use it, and who benefits most.
September 28, 2026
Health Score Side Card Now Shows Signal Breakdown
HubSpot's health score side card now shows exactly which signals are pulling a customer's score up or down. Here's what shipped, how to use it, and who benefits
September 28, 2026
Knowledge Base API: Programmatic Article Management in HubSpot
HubSpot's Knowledge Base API lets developers create, update, and publish articles via code. Here's what shipped, how to use it, and who needs it most.
September 28, 2026
NetSuite Connector for Breeze Assistant
HubSpot's NetSuite Connector gives Breeze Assistant live access to your NetSuite data. Look up orders, invoices, and records without leaving HubSpot. Here's how
September 28, 2026
Inbox Routing Now Supports Assignment Workflows
HubSpot inbox routing now lets you enroll conversations directly into a workflow. Skip the Help Desk migration and build advanced routing logic today.
September 27, 2026
Node.js 18.x and 20.x Deprecated for Chatflows Custom Code
HubSpot deprecated Node.js 18.x and 20.x for Chatflows custom code snippets. Learn what's read-only, how to upgrade to Node 24.x, and who needs to act now.
September 24, 2026
Notetaker with Smart Deal Progression
HubSpot's Notetaker with Smart Deal Progression auto-captures calls, suggests CRM updates, and preps reps before every meeting. Here's what shipped and how to u
September 24, 2026
Automatic Similar Ticket Suggestions in HubSpot Help Desk
HubSpot now surfaces similar resolved tickets automatically while you work in Help Desk. Learn what shipped, how it works, and who benefits most from this AI up
September 24, 2026
Bulk Unmark Spam in HubSpot Help Desk
HubSpot now lets you select up to 100 spam threads and unmark them in one action inside Help Desk. Here's what shipped, how to use it, and who benefits most.
September 24, 2026
Recorded Meetings No Longer Create Duplicate Call Records
Starting August 31, HubSpot recorded meetings only create a Meeting record, not a Call record too. Learn what to update in workflows, reports, and properties.
September 24, 2026
Lock Contact Email on Form to Payment Link Redirects
HubSpot now lets you lock the email field at checkout when a form redirects to a payment link, keeping CRM contact records clean from form fill to purchase.
September 23, 2026
Increased Spend Controls for HubSpot Credits
HubSpot now sets default credit spend limits, adds Pay-as-You-Go billing, and lets you cap credits at the action level. Here's what changed and how to use it.
September 23, 2026
HubSpot Work: AI-Native Project and Work Management in Your CRM
HubSpot Work is now in public beta. Get AI-generated projects, tables, docs, and agents built from a single prompt, all connected to your CRM data.
September 23, 2026
Customer Agent Auto-Setup in HubSpot
HubSpot's Customer Agent Auto-Setup uses your real portal data to build, configure, and deploy an AI support agent in minutes. Here's what shipped and how to us
September 22, 2026
New Guidelines UI for Customer Agent
HubSpot redesigned the Customer Agent guidelines interface with cards, multi-segment targeting, and templates. Here's what changed and how to use it effectively
September 22, 2026
Sunset of the hs-membership-csrf Cookie
HubSpot replaced the hs-membership-csrf cookie on August 21, 2026. Learn what changed, why it breaks logins, and the one fix your consent platform needs.
September 22, 2026
New Help Desk Composer Experience in HubSpot
HubSpot's new Help Desk Composer brings folder support, @mentions, code blocks, and a cleaner layout to Service Hub Pro and Enterprise. Here's what changed and
September 22, 2026
Reassign Tasks When Bulk Editing CRM Record Assignees
HubSpot now lets you reassign incomplete tasks alongside CRM records in bulk. Learn what shipped, how to use it, and who benefits most from this update.
September 21, 2026
Payment Plans for Standalone Invoices in HubSpot Commerce Hub
HubSpot now lets merchants split standalone invoices into up to four auto-collected installments. Here's what shipped, how to use it, and who benefits most.
September 21, 2026
Ticket Reopening Management in Help Desk
HubSpot now lets admins control what happens when a reply lands on a closed ticket. Learn how ticket reopening management works and who benefits most.
September 21, 2026
The #UNBOUND26 Recap: 95% of the Room Still Feels Stuck
The HubHeroes post-UNBOUND 2026 debrief: 95% of George's room still felt stuck, Chad's product booth finds, and hapily's first year with a shipped product.
September 21, 2026
The Support Area in Customer Portal Is Now Support Space
HubSpot renamed the support area in Customer Portal to Support Space. Learn what changed, why it matters for your service strategy, and what to do next.
September 18, 2026
Dashboard Date Quick Filter Redesign
HubSpot's dashboard date quick filter now shows the calendar instantly. No extra clicks. Here's what changed, who benefits most, and how to use it right now.
September 18, 2026
Invite HubSpot Notetaker to Meetings via Email Address
HubSpot now lets you add notetaker@hubspot.com to any calendar invite. Learn how to set it up, what it touches in your CRM, and who benefits most.
September 18, 2026
Cell Selection on CRM Index Pages
HubSpot's CRM index now supports spreadsheet-style cell selection. Copy or bulk-edit specific cells across Contacts, Deals, and more. Here's what shipped and ho
September 18, 2026
Agent Builder Custom Agents Are Live in HubSpot
HubSpot Agent Builder custom agents let you build no-code AI agents on your CRM data and connect them to workflows. Here's what shipped, who gets it, and how to
September 16, 2026
Search Your HubSpot Conversation History with Breeze Assistant
HubSpot Breeze Assistant can now search your full conversation history across email, live chat, and messages. Ask questions in plain language, get real answers
September 16, 2026
HubSpot Customer Terms of Service Update: September 2026
HubSpot updated its Customer Terms of Service in September 2026. Here's what changed, why it matters for your business, and what you should do right now.
September 16, 2026
Data Studio: HubSpot's New Data Management Home
HubSpot Data Studio replaces the Data Integration page with one surface to monitor every connected data source. Here's what shipped, who it's for, and how to us
September 15, 2026
Connect Google Sheets and Excel as a HubSpot Data Source
HubSpot now lets you connect Google Sheets and Microsoft Excel directly as a data source. Learn what shipped, how to use it, and what it means for your CRM stra
September 15, 2026
Build Custom Apps with HubSpot Records Using Lovable
The HubSpot connector for Lovable lets any operator build custom apps from CRM records using plain language, no code required. Here's what shipped and how to us
September 15, 2026
HubSpot MCP Server: Intent Signals, AEO Tools, Reports, and More
HubSpot's MCP server now brings intent signals, AEO tools, saved reports, website pages, and data model config into Claude. Here's what shipped and how to use i
September 15, 2026
Manage HubSpot Reports and Dashboards Programmatically with the New Reporting API
HubSpot's new Reporting API lets you bulk-update, clone, and automate dashboards at scale. Learn what shipped, who it's for, and how to use it right now.
September 15, 2026
User-Level Apps: Build with Per-User HubSpot Permissions
HubSpot User-Level Apps let third-party apps act on behalf of a specific user, respecting their exact CRM permissions at runtime. Here's what shipped and how to
September 15, 2026
View All Subscription Entitlements in One Place
HubSpot now consolidates all subscription entitlement usage into the Other Limits page. See API calls, SMS, WhatsApp, and more in one place. Here's what changed
September 11, 2026
On-Demand AI Summary for the HubSpot Notification Sidebar
HubSpot's On-Demand AI Summary condenses your last 24 hours of notifications into one clear digest. Here's what it does, how to use it, and who benefits most.
September 11, 2026
Eight Breeze Assistant Connectors Are Being Removed
HubSpot is removing 8 Breeze Assistant connectors on September 26, 2025. Find out which ones are affected, what to do now, and how to protect your portal setup.
September 11, 2026
HubSpot Marketplace Submission Eligibility Now Uses Active Installs
HubSpot now gates Marketplace submissions on active installs, not total installs. Learn what changed, what the thresholds are, and how to track your progress.
September 11, 2026
CRM Pipeline Object Tags API
HubSpot's Pipeline Object Tags API lets you manage and automate CRM tags at scale via code. Learn what shipped, who it's for, and how to use it effectively.
September 11, 2026
Analyze Help Desk and Customer Agent Performance by Topic
HubSpot now auto-classifies every ticket and conversation by topic so you can analyze Help Desk and Customer Agent performance without any manual tagging setup.
September 11, 2026
HubSpot Personalized Navigation Is Here
HubSpot's Personalized Navigation lets every user customize their left sidebar to match how they actually work. Here's what shipped, who it helps, and how to se
September 11, 2026
Pipelines API: Validate Pipeline and Stage Usages
HubSpot's Pipelines API now blocks deletions of pipelines and stages that are still in use, matching the safeguards already in your portal settings. Here's what
September 11, 2026
Revenue Reporting from Contracts in HubSpot
HubSpot's new Revenue Reporting from Contracts gives Marketing, Sales, Finance, and Service one shared view of MRR, TCV, and booked revenue. Here's what shipped
September 11, 2026
Access HubSpot Call and Meeting Transcripts via Public API
HubSpot's Transcripts API now lets developers pull call and meeting transcripts into any system the moment they're created. Here's what changed and how to use i
September 11, 2026
Affirm and Klarna Now Available at HubSpot Checkout
HubSpot now supports Affirm and Klarna at checkout on payment links, invoices, and quotes. Here's what shipped, who qualifies, and how to turn it on today.
September 4, 2026
Revenue Context for Contracts in Breeze
HubSpot's Breeze Assistant now reads contract revenue data so you can ask about TCV, MRR, and committed revenue in plain language. Here's what changed and who b
September 3, 2026
Pipelines API V1 Deprecation: What You Need to Do Before December 4, 2026
HubSpot is deprecating the Pipelines API V1 on December 4, 2026. Learn what breaks, who's affected, and exactly how to migrate to the 2026-09 version in time.
September 3, 2026
Reverse Sort on the Activity Timeline
HubSpot now lets you reverse sort any record's activity timeline to see the oldest activity first. Here's what changed, how to use it, and who benefits most.
September 3, 2026
Data Sources File Ingestion API for HubSpot Data Studio
HubSpot's new File Ingestion API lets developers push CSV, XLS, XLSX, and TSV files directly into Data Studio without CRM object constraints. Here's what it mea
September 3, 2026
Migrate Active Contracts and Subscriptions to Revenue Hub
HubSpot now lets you migrate active billing relationships into Revenue Hub Contracts without gaps or duplicate charges. Here's exactly how to do it safely.
September 3, 2026
Customer Agent Now Generates Knowledge from Ticket History
HubSpot Customer Agent now turns resolved support tickets into FAQ-style knowledge automatically. No manual writing, PII scrubbed, you review before anything go
September 2, 2026
Conditional Property Logic with Combination Operators
HubSpot now lets you trigger dependent properties using multiple conditions at once. Learn what changed, who benefits most, and how to set it up step by step.
August 31, 2026
Customizable Search Results Display in HubSpot
HubSpot now lets you choose and reorder properties in global search results for contacts, deals, tickets, and more. Here's what changed and how to set it up.
August 31, 2026
HubSpot Dashboard Grid Layout Update: More Columns, More Control
HubSpot's dashboards now use a 12-column grid instead of 6. Learn what changed, how to rearrange your reports with more precision, and who benefits most.
August 31, 2026
Streamlined Index and Flexible CRM Views: What Changed
HubSpot's updated CRM index pages now support Table, Board, Calendar, Gantt, and Report views with a redesigned toolbar. Here's what changed and how to use it.
August 31, 2026
Conversation Routing Fallback to Customer Agent
HubSpot now lets you set Customer Agent as a fallback when no human agents are available. Learn what shipped, how to configure it, and who benefits most.
August 28, 2026
Smart Duplicate Handling in Multi-Object Imports
HubSpot now prevents duplicate records in single-file, multi-object imports when row data is identical. Here's what changed, who benefits, and how to use it.
August 28, 2026
Breeze Assistant Projects Are Now Available on Mobile
HubSpot Breeze Assistant Projects now work on mobile. Access project chats, shared instructions, and context from your phone. Here's what shipped and how to use
August 27, 2026
HubSpot Connector for ChatGPT Gets Major Capability Expansion
HubSpot's ChatGPT connector now supports campaign management, landing page creation, leads records, and custom objects. Here's what shipped and how to use it.
August 27, 2026
HubSpot Mobile App Redesign: Modernized UI and Dark Mode for All Screens
HubSpot's mobile app now has a fully modernized design system and true dark mode on every screen. Here's what changed, who benefits most, and how to use it.
August 27, 2026
Property History Table Updates: Restore CRM Data Without Leaving the Record
HubSpot's updated property history table adds filtering, a cleaner layout, and a direct restore action so you can fix bad CRM data without leaving the record.
August 27, 2026
Upgrade HubSpot Chatflows Custom Code to Node 24.x Before August 31st
HubSpot is deprecating Node 18.x and 20.x for Chatflows custom code snippets. Learn why it matters, how to upgrade in minutes, and what happens if you miss the
August 27, 2026
Add Internal HubSpot Pages to Your Dashboards
HubSpot now lets you embed live Deals, Contacts, and Tickets pages directly on any dashboard. Here's what shipped, why it matters, and how to set it up fast.
August 27, 2026
Centered Chat Widget Display Option: Center Stage for HubSpot Live Chat
HubSpot's new Center Stage chat widget puts live chat front and center on any page. Learn what it is, how to set it up, and when to use it for more conversation
August 26, 2026
Copy Associations via Workflows in HubSpot
HubSpot's new Copy Associations workflow action bridges unlinked records using a shared intermediary. Learn what it is, how to set it up, and who benefits most.
August 26, 2026
Customer Agent Action Gap: HubSpot's New Coaching Opportunity
HubSpot's new Action Gap coaching opportunity automatically finds missing Customer Agent actions causing handoffs. Learn what it is, how to use it, and who need
August 26, 2026
HubSpot Customer Agent Actions Library: Build Smarter AI in Minutes
HubSpot's new Actions Library gives your Customer Agent pre-built CRM and Shopify actions, plus Action Gaps to find what's missing. Here's what shipped and how
August 26, 2026
Meeting Links Payment Link Updates: Manage Paid Scheduling via API
HubSpot's meeting links API now lets developers attach, remove, and read payment links programmatically. Here's what shipped, who needs it, and how to use it.
August 26, 2026
App Install Governance: Control Every App in Your HubSpot Account
HubSpot App Install Governance gives Super Admins centralized control over which apps get installed, who can install them, and what data they can access. Here's
August 25, 2026
Breeze Assistant Can Now Build and Manage Payment Links
HubSpot Breeze Assistant now creates and manages Payment Links by prompt. Learn what it does, how to use it step by step, and who gets the most value from it.
August 25, 2026
Copy Permissions From One HubSpot User to Another
HubSpot admins can now copy one user's permissions to another in a few clicks. Learn what shipped, how to use it, and what it means for your team's onboarding.
August 25, 2026
Crawled Website Sync Status Now Visible in Customer Agent
HubSpot now shows per-page crawl sync status inside Customer Agent's Knowledge tab. Spot failed pages, fix bad AI answers, and keep your knowledge base clean.
August 25, 2026
Passkey Login Now Supported on HubSpot Sales Outlook Add-In
HubSpot now supports passkey login on the Outlook Sales Add-In. Learn what shipped, why it matters for your security, and how to set it up in five steps.
August 25, 2026
Peppol E-Invoicing in HubSpot for Belgium and Germany
HubSpot now sends Peppol-compliant e-invoices directly from your portal for Belgium and Germany. Learn what shipped, how to set it up, and what it means for you
August 25, 2026
Rule Insights for Building HubSpot Scores
HubSpot Rule Insights shows reach, average points, and distribution for every scoring rule before your score goes live. Here's what shipped and how to use it.
August 25, 2026
Updated Report Visualizations in HubSpot
HubSpot's report visualizations got a full visual refresh in August 2026. Learn what changed, what to watch for, and how to make the most of the new look.
August 25, 2026
Breeze Canvas Now Surfaces Relevant CRM Info While You Write Emails
HubSpot's Breeze Canvas now pulls relevant CRM data into a right-hand column as you draft emails with Breeze Assistant. Here's what changed and how to use it.
August 24, 2026
Access Requests for Users and Teams in HubSpot
HubSpot's new Access Requests feature lets teammates ask for permissions in-app and gives admins the context to act fast. Here's what shipped and how to use it.
August 24, 2026
Mobile Calendar Access for All HubSpot Users
HubSpot's mobile calendar connection is now open to every hub and tier. Learn what changed, how to connect your calendar, and who benefits most from this update
August 24, 2026
Customer Agent Segments: Personalize Every Conversation by Audience
HubSpot Customer Agent Segments are now in public beta. Learn how to route different audiences to different actions, map knowledge by segment, and cut setup tim
August 21, 2026
View Calendar Details When Booking Meetings on Behalf of Others
HubSpot now lets users control how much calendar detail coworkers see when booking meetings on their behalf. Here's what shipped, how to set it up, and who bene
August 21, 2026
Sales Templates Public API: Manage Templates Programmatically
HubSpot's Sales Templates Public API lets developers create, update, and manage sales email templates from external tools. Here's what shipped, who it's for, an
August 21, 2026
HubSpot Merge Rules: Winning Record Logic for Duplicate Management
HubSpot's new Merge Rules let you build waterfall logic that picks the winning record in any duplicate group. Here's what shipped, how to set it up, and who nee
August 21, 2026
Affirm and Klarna Now Available at HubSpot Checkout
HubSpot now supports Affirm and Klarna on payment links for US merchants. Learn what changed, how to set it up, and how it affects your checkout strategy.
August 21, 2026
New Sidebar Customization in the Conversations Inbox
HubSpot's upgraded Conversations Inbox sidebar gives admins real control over layout and cards. Here's what changed, what resets, and how to configure it now.
August 21, 2026
Knowledge Base Agent Now Consumes Credits Starting September 16
HubSpot's Breeze Knowledge Base Agent generates article drafts and suggests edits from closed tickets. Starting Sept 16, new articles cost 200 credits. Here's w
August 21, 2026
Primary ID Preservation for Merged CRM Records
HubSpot now keeps the primary record's ID when you merge CRM records. No more broken integrations or lost IDs. Here's what changed and how to use it.
August 21, 2026
One-Tap Mobile Notetaker: Record Field Meetings Instantly on iOS
HubSpot's iOS one-tap mobile notetaker lets field reps record meetings instantly, work offline, and auto-update CRM records with AI. Here's what shipped and how
August 21, 2026
Lead Scoring Public API: Manage Scores Programmatically
HubSpot's Lead Scoring Public API (beta) lets developers create, update, and delete scoring configs via REST. Here's what shipped, who it's for, and how to use
August 20, 2026
HubSpot Owner Property Limit Increased to 250
HubSpot raised the owner property limit from 50 to 250 per object type. Learn what changed, who benefits most, and how to put this to work in your Smart CRM.
August 19, 2026
HubSpot Locale Data Upgrade: JRE to CLDR Rendering Change
HubSpot is upgrading locale rendering from JRE to CLDR, changing how dates, times, numbers, and currencies display. Here's what changed and what to review.
August 19, 2026
HubSpot Revenue Agent: Autonomous Accounts Receivable Collections
HubSpot Revenue Agent autonomously manages your entire open invoice portfolio, sending personalized reminders and handling replies so your team can focus on wha
August 18, 2026
What Is The Most Overpowered Part Of HubSpot?
Max, Chad, and George debate HubSpot's most overpowered part: records and visibility, Data Hub's external data power, and the humans who pick it all up.
August 17, 2026
Company Surge Signals Are Now Native in HubSpot Buyer Intent
HubSpot's Buyer Intent now includes Company Surge signals powered by Bombora. See which accounts are researching your category, free with standard intent tracki
August 17, 2026
Multi-Account Management Now Works with Any Enterprise Hub
HubSpot Multi-Account Management now works with any Enterprise subscription, not just Marketing Hub Enterprise. Learn who benefits and how to set it up fast.
August 17, 2026
Contracts API for HubSpot: Build and Manage Contracts Programmatically
HubSpot's Contracts API (beta) lets developers create and manage contracts programmatically, connecting external systems to CPQ and Billing without the UI. Here
August 16, 2026
AI-Assisted Invoice Corrections with Breeze Assistant
HubSpot's Breeze Assistant now drafts invoice voids and credit memos in plain language, explains each action, and waits for your approval. Here's what shipped.
August 14, 2026
Contracts Direct Create and Edit in HubSpot
HubSpot now lets you create and edit contracts without a quote. Learn what shipped, how to use it step by step, and who benefits most from this August 2026 upda
August 14, 2026
Leads Card in HubSpot Sales Extension Sidebar
HubSpot's new Leads card puts lead stage tracking inside the Sales Extension sidebar. Learn what shipped, how to set it up, and who benefits most.
August 14, 2026
Set Maximum Marketing Contact Limits in HubSpot
HubSpot now lets super admins cap marketing contacts to prevent unexpected tier upgrades. Learn what shipped, how to set it up, and who needs it most.
August 14, 2026
Redesigned Channel Settings in HubSpot
HubSpot's new Channel Settings page consolidates team email, WhatsApp, SMS, live chat, calling, and more into one place. Here's what changed and how to use it.
August 12, 2026
Workforce Management in HubSpot Help Desk
HubSpot's new Workforce Management page in Help Desk gives CX managers a real-time view of team availability, coverage gaps, and capacity. Here's what shipped.
August 11, 2026
User Availability Statuses in HubSpot Workflows
HubSpot now lets you trigger workflows from agent Out of Office and Working Hours statuses. Here's what shipped, how to set it up, and who benefits most.
August 11, 2026
193+ New Apps in the HubSpot Marketplace: Q2 2026 Roundup
HubSpot added 193+ new apps and updated 13+ more in Q2 2026. See what shipped, what it means for your stack, and which updates deserve your attention first.
August 11, 2026
Mobile File Property Uploads for HubSpot CRM Records
HubSpot now lets reps attach photos, PDFs, and files to CRM records directly from mobile. No more desktop reconciliation. Here's what shipped and how to use it.
August 11, 2026
Contract and Project Record Associations in HubSpot
HubSpot now lets you associate contract records with project records directly. Here's what shipped, why it matters for RevOps teams, and how to set it up fast.
August 11, 2026
HubSpot Product Updates Roundup: What Shipped In The Last 30 Days
George and Chad go through HubSpot's last 30 days of product updates live: Revenue Agent, scheduled Breeze prompts, 13 API drops, CX score, and more.
August 10, 2026
Campaign API: Cloning and Asset Type Endpoints
HubSpot's Campaign API now supports cloning and asset type listing. Learn what the four new endpoints do, how to use them, and who should care most.
August 10, 2026
Manual Meeting Sync and Enhanced Meeting Creation in Google Calendar
HubSpot's Sales Extension for Google Calendar now lets you manually sync meetings and set CRM associations at creation. Here's what shipped and how to use it.
August 10, 2026
Product Usage Tracking in HubSpot CS Workspace
HubSpot's new Product Usage Tracking lets CS teams define activation and usage with custom events. See what shipped, how to set it up, and who benefits most.
August 10, 2026
Remove Stored Payment Methods from HubSpot Contact and Company Records
HubSpot now lets you delete stored payment methods directly from contact and company records. No support ticket needed. Here's what shipped and how to use it.
August 10, 2026
Local Time Email Sending Now Uses HubSpot Timezone Property
HubSpot's August 19 update makes hs_timezone the primary source for local time email sending. Learn what changed, how to set it up, and who benefits most.
August 9, 2026
Workflow Templates in the HubSpot Marketplace
HubSpot now offers pre-built workflow templates in the Marketplace. Learn what shipped, how to use them, and which teams will save the most setup time.
August 7, 2026
Standardized Marketing Event Property Definitions in HubSpot
HubSpot locked 11 marketing event property definitions on July 23, 2026. Learn what changed, what stays flexible, and how to protect your event integrations.
August 7, 2026
Breeze Assistant Now Builds Agents for You Inside Agent Builder
Breeze Assistant now configures custom AI agents inside HubSpot Agent Builder. Describe what you want in plain language and it handles the setup. Here's how.
August 7, 2026
Agent Builder: HubSpot's New Automation Canvas for Agents and Workflows
HubSpot Agent Builder ships September 2026. Build automations that combine CRM triggers, webhooks, schedules, and AI agents on one canvas. Here's what changed a
August 7, 2026
Agent Hub: One Place to Run Every HubSpot AI Agent
HubSpot Agent Hub lands in public beta September 2026. See every AI agent, activate new ones, and build custom automations from a single dashboard. Here's what
August 7, 2026
Customer Agent Performance Reporting Gets a Smarter Layout
HubSpot redesigned Customer Agent performance analytics with clearer handoff and deflection rate calculations. Here's what changed and how to read your data bet
August 7, 2026
Report Dashboard Caching in HubSpot
HubSpot's Report Dashboard Caching lets you control how long dashboards hold data, from 5 minutes to 7 days, so you get faster load times without losing data ac
August 7, 2026
Scheduled Prompts in Breeze Assistant
HubSpot Breeze Assistant now runs prompts on a recurring schedule. Get your pipeline check, call prep brief, or account summary waiting before you open HubSpot.
August 7, 2026
Brand-Specific Company Name in HubSpot Buyer Emails
HubSpot now shows the correct brand company name on buyer transactional emails. Learn what changed, who it affects, and how to verify your brand settings today.
August 6, 2026
Admin Navigation Customization: Build Menus Your Team Will Actually Use
HubSpot's Admin Navigation Customization lets Super Admins build role-specific left nav menus for every team. Less clutter, faster onboarding, fewer support que
August 4, 2026
HubSpot Price Books: Centralized Pricing for Deals and Quotes
HubSpot Price Books let RevOps teams centralize product pricing for deals and quotes. Learn what shipped, how to set it up, and who benefits most.
August 4, 2026
Discount Codes Moved to Payment Links Settings in HubSpot
HubSpot moved discount codes from Products settings to Payment Links settings. Here's what changed, where to find them now, and what it means for your checkout
August 3, 2026
Sequences Public API: Build and Manage Sequences Programmatically
HubSpot's Sequences Public API now lets developers create, update, delete, and pull performance data for sequences. Here's what shipped, who needs it, and how t
August 3, 2026
Connected Apps: Redesigned Overview and App Owner Management
HubSpot redesigned Connected Apps with tabbed settings and a new app owner feature. Learn what changed, how to set it up, and why every admin should care.
July 31, 2026
Conversation Recap Public Read API: Pull AI Call Summaries Into Any App
HubSpot's Conversation Recap API lets developers pull AI-generated call summaries and action items into any app or pipeline. Here's what shipped and how to use
July 31, 2026
A New Look for the HubSpot Marketing Email Editor
HubSpot's marketing email editor got a visual refresh with a collapsed sidebar, floating tools, and a persistent action bar. Here's what changed and why it matt
July 31, 2026
Associations as Lookup Properties: A New Way to Reference CRM Records
HubSpot Lookup Properties let you reference another CRM record directly inside a property field. Here's what shipped, why it matters, and how to set it up.
July 30, 2026
CX Score: AI-Powered Customer Experience Scoring for Every Ticket
HubSpot CX Score gives support managers an AI-generated 0-100 score on every closed ticket. Learn what it is, how to configure it, and who benefits most.
July 30, 2026
Deal Context in HubSpot Office 365 Extension
HubSpot's Office 365 extension now shows deal properties, summaries, activities, and contacts right in Outlook. See what shipped and how to use it.
July 30, 2026
Import Progress Tracking: See Exactly Where Your Import Stands
HubSpot now shows real-time import progress, processing stages, percentage complete, and queue position. Here's what shipped, why it matters, and how to use it.
July 30, 2026
View and Edit Modes for HubSpot Lead Scoring Rules
HubSpot's new view and edit modes for lead scoring let you read your rules in plain language without wading through every condition. Here's what shipped and how
July 30, 2026
Conversation Routing via Assignment Workflow in HubSpot Inbox
HubSpot's new inbox routing option enrolls conversations directly into workflows for skills-based, language, and time-of-day routing. Here's what shipped and ho
July 29, 2026
HubSpot User Object: Associations, Pipelines, and Segments
HubSpot's User object now works like any CRM object: build associations, create pipelines, and segment contacts by user properties. Here's what shipped and how
July 29, 2026
New Merge Preview in HubSpot Duplicates Management
HubSpot's new merge preview lets you see an entire duplicate group, pick the winning record, and override properties before merging. Here's what shipped and how
July 29, 2026
Book Meetings Directly from the Sales Workspace Schedule Tab
HubSpot Sales Pro and Enterprise users can now book meetings directly from the Schedule tab in Sales Workspace. No more tab-switching. Here's how it works.
July 27, 2026
Contact Owner Assignment Setting in HubSpot
HubSpot now lets you control whether emailing an unassigned contact auto-assigns the sender as owner. Learn what changed, why it matters, and how to set it up.
July 27, 2026
Conversation Routing Fallback to Customer Agent in HubSpot
HubSpot now routes conversations to Customer Agent when no human agents are available. Learn how to configure the fallback and stop missing SLAs.
July 27, 2026
HubSpot Connector for Claude: July 2026 MCP Update
HubSpot's Claude connector now includes leads access, landing page creation, campaign attribution, email analytics, quotes, and conversation data. Here's what s
July 27, 2026
Inline Report Descriptions on HubSpot Dashboards
HubSpot now shows report descriptions directly on dashboard cards. No more hover icons or cluttered text cards. Here's what shipped and how to turn it on.
July 27, 2026
Partner Commission Forecasting in HubSpot
HubSpot Solution Partners can now forecast commission earnings by client and time period inside the Partner Commissions tool. Here's what shipped and how to use
July 27, 2026
Pipelines API V1 Deprecation: Migrate to V3 Before November 2, 2026
HubSpot's Pipelines API V1 is deprecated November 2, 2026. Learn what breaks, how to migrate to V3, and which integrations to audit before the deadline.
July 27, 2026
Sequence Task Associations: Auto-Link Tasks to Every Related Record
HubSpot sequence tasks now auto-associate with contacts, companies, deals, and more. No manual linking. Here's what shipped, who gets it, and how to use it.
July 27, 2026
Trigger Workflows When a Social Post Is Published
HubSpot now lets you trigger workflows the moment a social post publishes. Here's what shipped, how to set it up, and who benefits most from this July 2026 upda
July 27, 2026
Transactional SMS 10DLC Add-On: Send Operational Messages Without the Marketing Overlap
HubSpot's Transactional SMS 10DLC add-on lets you send operational messages separately from marketing SMS. Here's what shipped, why it matters, and how to set i
July 27, 2026
Auto-Association for Activities Now Covers Contracts, Orders, and Marketing Events
HubSpot now lets admins configure auto-association defaults for Contracts, Orders, and Marketing Events. Cleaner activity history, less manual work. Here's how
July 24, 2026
Configurable Social Account Expiration Notifications in HubSpot
HubSpot now lets admins choose exactly who receives social account expiration notifications. Stop spamming executives and start routing alerts to the right huma
July 24, 2026
HubSpot Home Feed: Your New Daily Anchor for What Matters Most
HubSpot's redesigned Home Feed replaces the old widget layout with a prioritized daily brief. Here's what changed, who benefits most, and how to turn it on.
July 24, 2026
Payment Links API: CARD Renamed to CREDIT_OR_DEBIT_CARD
HubSpot's Payment Links API renames CARD to CREDIT_OR_DEBIT_CARD on July 27. If your integration reads or writes paymentMethod, here's exactly what to fix.
July 24, 2026
Agent Builder: Build Custom AI Agents for Your Business in HubSpot
HubSpot Agent Builder lets you build custom AI agents using your own instructions, tools, and CRM data. No code required. Here's what shipped and how to use it.
July 23, 2026
Lead Workflow Rotation Now Supports Round Robin, Balanced, and Random Distribution
HubSpot's lead-based workflows now support Round Robin, Balanced, and Random distribution plus user availability controls. Here's what changed and how to use it
July 23, 2026
Public API for CRM Pipeline Rules in HubSpot
HubSpot's public API for CRM pipeline rules lets you manage stage editing, deal approvals, and backwards movement from any external tool. Here's what shipped an
July 23, 2026
HubSpot Custom Agents Move to Public Beta: What Changes on July 23rd
HubSpot custom agents go to public beta July 23rd with credit-based pricing. Here's what changes, how to set run limits, and what 5 templated agents are being s
July 22, 2026
Social Account Reconnection Now Preserves Access Settings
HubSpot now preserves your social account access settings when you reconnect an expired token. No more accidental 'Everyone' resets. Here's what changed and how
July 22, 2026
Persistent Customer Mapping for HubSpot QBO and Xero Sync
HubSpot now maps CRM records to QuickBooks Online and Xero customers using stable IDs, not emails. Fewer duplicates, fewer failed invoice syncs. Here's how it w
July 22, 2026
Brands Support in HubSpot Quotes: Automatic Logo on Every Buyer Touchpoint
HubSpot now pulls the right brand logo into quotes automatically. Learn how Brands Support in Quotes works, who needs it, and how to set it up step by step.
July 22, 2026
Call Recording Settings per User and Team in HubSpot
HubSpot now lets admins set call recording by user or team, not just globally. Here's what shipped, why it matters for compliance, and how to configure it.
July 22, 2026
Data Sources API for HubSpot Data Studio
HubSpot's new Data Sources API lets developers push CSV, JSON, and tabular data directly into Data Studio without mapping to CRM objects. Here's what shipped an
July 22, 2026
Slack CRM Card Now Shows AI-Generated Conversation Summaries
HubSpot's Slack CRM card now shows AI-generated conversation summaries powered by Breeze. No setup required. Here's what changed and how to use it.
July 22, 2026
Smart Deal Progression: Deal Emails and Next Best Actions
HubSpot's Smart Deal Progression beta adds AI next best actions, context-aware email replies, and sales methodology mapping to your deals index. Here's what shi
July 21, 2026
Breeze Builder: Describe a Custom App, Deploy It to Your Portal
HubSpot Breeze Builder lets you describe a custom app in plain language and deploy it to your portal instantly. No code, no developer. Here's what shipped and h
July 20, 2026
Meetings Calendar in the HubSpot Main Navigation
HubSpot's meetings calendar is now available in the main navigation for all users. See what shipped, how to use it, and why it changes your daily sales workflow
July 20, 2026
Unpublish HubSpot Forms: Take Any Form Offline in Seconds
HubSpot now lets you unpublish any form instantly. Learn what changed, how to do it step by step, and why this keeps your data clean and your portal tidy.
July 20, 2026
User Import Now Updates Existing HubSpot Users
HubSpot user import now updates existing users' seats, teams, permissions, and managers in bulk. Learn what changed, how to use it, and who benefits most.
July 20, 2026
HubSpot's Personalized Navigation: Is The Juice Worth The Squeeze Yet?
George, Max, and Chad demo HubSpot's personalized left-hand navigation, what it can't do yet, and whether you should bother turning it on today.
July 20, 2026
Personalized Product Updates in HubSpot: Find What Matters Faster
HubSpot redesigned its Product Updates page with a personalized Discover feed, fewer tabs, and save notifications. Here's what changed and how to use it.
July 16, 2026
Reply-To Header Support in HubSpot Help Desk and Conversations
HubSpot now reads the Reply-To header in Help Desk and Conversations Inbox to route replies correctly and keep CRM contact records accurate. Here's what changed
July 16, 2026
Report Drilldown Refresh: Explore Your HubSpot Data Faster
HubSpot's report drilldown just got a cleaner design, smarter filters, and a new Drill Into option. Here's what changed, how to use it, and who benefits most.
July 15, 2026
Microsoft Teams Integration Updates: Smarter Notifications and Better Call Logging
HubSpot's Microsoft Teams integration now supports individual user notifications, multi-participant call logging, and seamless admin upgrades. Here's what chang
July 15, 2026
Conditional Property Logic Now Works When Editing Records on Android
HubSpot's Android app now applies conditional property logic when editing CRM records, not just creating them. Here's what changed, who benefits, and how to use
July 15, 2026
Contract Imports: Bring Your Existing Contracts Into HubSpot
HubSpot's Contract Imports update lets Revenue Hub Pro and Enterprise users bulk-import active contracts from any system. Here's what shipped and how to use it.
July 15, 2026
Legacy HubSpot Scoring Property Removal: What to Do Before July 24
HubSpot removes the legacy scoring property on July 24, 2026. Learn what's going away, how to save your rules before they're gone, and what to do next.
July 15, 2026
SSO Now Supports Multiple Identity Providers in One HubSpot Account
HubSpot now supports multiple SSO identity providers in a single account. Learn what changed, how to configure it, and who benefits most from this security upda
July 15, 2026
FileUpload and FileViewer for HubSpot UI Extensions
HubSpot now lets you add file upload and display directly inside UI extension app cards. Here's what FileUpload and FileViewer do, how to use them, and who bene
July 13, 2026
Data Mirroring Now Includes Activities, Lifecycle Stage, and Lead Status
HubSpot data mirroring now surfaces lifecycle stage, lead status, contact ownership, and marketing activities across connected accounts. Here's what changed and
July 10, 2026
HubSpot @Mention Notifications Now Go to the Right Record
HubSpot @mention notifications now link directly to the exact CRM record where the mention happened. No more wrong redirects. Here's what changed and how to use
July 7, 2026
Use Records Created in a Workflow Later in the Same Workflow
HubSpot now lets you reference records you create mid-workflow in downstream actions. No more splitting automations across two flows. Here's how to use it.
July 7, 2026
Improved CRM Notifications in Email: Full Context Without Leaving Your Inbox
HubSpot's improved CRM notification emails now show full context, clickable record cards, and reply-to-mention support. No more click-through just to understand
July 7, 2026
Workflows Just Moved Into Breeze Studio, and the Whole Game Changed
HubSpot's new Breeze Studio workflow builder brings a drag-anywhere canvas, agent steps, buyer-intent triggers, and app triggers. Here's what changed and why.
July 6, 2026
HubSpot Bought Warmly. Here's What It Actually Means For The Human Running Your Portal
HubSpot is acquiring Warmly, an AI go-to-market platform. George B. Thomas breaks down the real numbers, why it matters for your portal, and what to do about it.
July 3, 2026
Associate Companies with a Campaign in HubSpot
HubSpot now lets you link Company records directly to Campaigns. Close the ABM reporting gap and measure campaign impact at the account level. Here's how.
July 1, 2026
Associate Leads with a Campaign in HubSpot
HubSpot now lets you associate Leads with Campaigns directly. Here's what shipped, why it closes a real attribution gap, and how to set it up step by step.
July 1, 2026
HubSpot's Updated Add to Dashboard Panel: Smarter Report Discovery
HubSpot's updated Add to Dashboard panel now surfaces AI-powered report recommendations and organizes your reports in three clear sections. Here's what changed
July 1, 2026
User Import Now Supports Teams, Seats, and Custom Properties
HubSpot user import now supports teams, seat assignments, managers, job titles, and custom properties. Set up your full team in one bulk import instead of three
July 1, 2026
Breeze Has Hands Now: What HubSpot's Breeze Assistant Can Really Do
Inside George B. Thomas's AI for RevOps HUG talk: how HubSpot's rebuilt Breeze assistant builds workflows, audits your portal, and writes emails by voice.
June 30, 2026
Set Expiration Dates and Limit Checkouts on Payment Links
HubSpot now lets you auto-expire payment links by date or checkout count. Learn how to use the new settings, who benefits most, and what changes in your revenue
June 30, 2026
Webhook Data Sources in HubSpot Data Studio
HubSpot's Webhook Data Sources let any system push JSON data into Data Studio in real time. No connector needed. Here's what shipped, how to set it up, and who
June 30, 2026
HubSpot Revenue Hub: The Rename That's Bigger Than a Name Change
HubSpot renamed Commerce Hub to Revenue Hub. Jack Coopersmith joins HubHeroes to explain the new Contracts object, vibe quoting, and why revenue context wins.
June 29, 2026
Claude Connector Now Creates Quotes and Reads Revenue Data
HubSpot's Claude connector now builds CPQ-compliant quotes and reads revenue data. Learn what shipped, how to enable it, and who benefits most in Revenue Hub.
June 29, 2026
Real-Time Table Updates in the HubSpot CRM
HubSpot now updates property data live on every index and record page. No more manual refreshes. Here's what shipped, how it works, and who benefits most.
June 26, 2026
View All Properties Panel on the Activity Timeline
HubSpot now shows all custom properties for tasks, calls, and meetings directly on the activity timeline. No more leaving the record to find what you need.
June 26, 2026
Workflow Enrollments Survive Record Merges in HubSpot
HubSpot now keeps your primary record enrolled in active workflows after a merge. No more broken automations from routine CRM cleanup. Here's what changed and h
June 25, 2026
HubSpot Dashboard Settings Panel: All Controls in One Place
HubSpot's new Dashboard Settings Panel puts name, owner, access, tags, and more into one gear-icon panel. Here's what changed and how to use it fast.
June 24, 2026
Pivot Table Column Freezing Now On by Default in HubSpot
HubSpot now freezes pivot table columns by default. Learn what changed, why it matters for your reporting, and how to use it across every hub and tier.
June 23, 2026
Prospecting Agent Now Available on All Paid HubSpot Hubs
HubSpot Prospecting Agent is now available to every paid hub, Starter through Enterprise. Learn what changed, who benefits, and how to set it up today.
June 23, 2026
Activity Auto-Associations for App Objects in HubSpot
HubSpot now lets admins configure activity auto-association settings for app objects. Stop losing interaction history across connected app records. Here's how t
June 22, 2026
Centralized Data Model Management in HubSpot
HubSpot's new Centralized Data Model view puts every object, property, association, and conditional logic setting in one place. Here's what shipped and how to u
June 22, 2026
What Is HubSpot Revenue Hub? The Complete Launch Guide
HubSpot Revenue Hub is Commerce Hub, renamed and expanded. What it includes, pricing, AI agents, and how to roll it out. From a partner who was in the room.
June 19, 2026
Selective Sync for Salesforce Objects: Filter What Enters HubSpot
HubSpot's selective sync for Salesforce lets you filter which objects enter your CRM. Learn what shipped, how to set it up, and who benefits most.
June 18, 2026
Automated Sales Tax on HubSpot Quotes: Real-Time Accuracy
HubSpot now calculates sales tax on quotes in real-time by address and tax category. Here's what changed, how to set it up, and who benefits most.
June 17, 2026
Revert Single Properties in HubSpot: Fix Data Mistakes Fast
HubSpot now lets you revert a single property value straight from the history table. No exports, no imports, no workflow. Here's what changed and how to use it.
June 16, 2026
Connected CPQ, Billing, and Payments: HubSpot's Quote-to-Cash Overhaul
HubSpot's Connected CPQ, Billing, and Payments beta automates invoicing, billing schedules, and payment collection from a single accepted quote. Here's what cha
June 16, 2026
Customer Agent Payment Links: Close Deals Inside the Chat
HubSpot's Customer Agent can now send payment links inside any chat, email, or WhatsApp thread. Here's what changed, how to set it up, and who benefits most.
June 16, 2026
Find Invoices Action: Customer Agent Now Handles Billing Questions
HubSpot's Customer Agent can now find, explain, and send invoices inside any conversation. Learn what the Find Invoices action does and how to set it up fast.
June 16, 2026
Flexible Stage Ordering for Journey and Funnel Reports
HubSpot now supports property-based stage definitions and flexible ordering in journey and funnel reports. Here's what shipped, how to use it, and who benefits
June 16, 2026
Commerce Hub Billing Portal: Let Buyers Manage Their Own Billing
HubSpot's Commerce Hub Billing Portal lets buyers view subscriptions, pay invoices, and update payment methods without contacting your team. Here's how to set i
June 15, 2026
Support Macros: One Click to Reply, Update, and Move On
HubSpot Support Macros let service reps send a reply and update ticket properties in one click. Here's what shipped, how to set it up, and who benefits most.
June 15, 2026
Smart Deal Progression: AI-Powered Deal Emails and Next Best Actions
HubSpot's Smart Deal Progression beta adds AI deal recommendations, Gmail context, and stalled deal alerts to Sales Hub Pro and Enterprise. Here's what shipped.
June 15, 2026
Connected CPQ, Billing, and Payments: HubSpot's Quote-to-Cash Beta
HubSpot's Connected CPQ, Billing, and Payments beta automates the full quote-to-cash cycle. Here's what it does, who gets it, and how to enable it safely.
June 12, 2026
Dashboard PDF Exports Now Match What You See on Screen
HubSpot's updated PDF export now preserves your full dashboard layout, charts, filters, and titles. Here's what changed, why it matters, and how to use it.
June 10, 2026
Updated SDKs for Date-Based API Versioning in HubSpot
HubSpot's updated SDKs now support date-based API versioning across PHP, Java, Ruby, Go, TypeScript, and Python. Here's what changed and why developers should c
June 10, 2026
Affirm and Klarna Are Coming to HubSpot Checkout
HubSpot is adding Affirm and Klarna as buy-now-pay-later options at checkout. Learn how the fees work, how to enable it, and who benefits most.
June 9, 2026
Updated Dashboard Navigation in HubSpot
HubSpot's updated dashboard switcher adds categorized tabs and search so you find the right dashboard faster. Here's what changed and how to use it.
June 9, 2026
Breeze Assistant Now Builds Charts From Conversation
HubSpot Breeze Assistant now generates charts and graphs from plain-language requests. Blend CRM data with external sources and refine visuals in real time.
June 8, 2026
HubSpot Capital: Financing for Commerce Hub Payments Customers
HubSpot Capital lets Commerce Hub payments customers in the US and UK apply for working capital financing inside HubSpot. Here's what it is and how to use it.
June 8, 2026
Manage Stage Calculated Properties by Pipeline
HubSpot now lets you control which pipelines generate stage calculated properties. Stop property bloat and stay under the 4,500 limit. Here's how to use it.
June 8, 2026
Prioritize Invoices With Breeze: AI-Ranked Collection for HubSpot
HubSpot's Breeze can now rank your open invoices by revenue impact and draft personalized collection emails. Here's what it does and how to use it today.
June 8, 2026
Property Context Menu on Records: Quick Actions From Any Property
HubSpot's new property context menu puts copy, history, and action shortcuts one click away on any record. Here's what shipped and how to use it today.
June 8, 2026
Customer Agent Just Got a Promotion: The HubSpot Update Story You Can't Miss This Week
HubSpot shipped 21 updates this week. The story: Customer Agent can now send payment links, find invoices, and personalize by segment. Plus Universal Record Page, Connected CPQ, and the July 31 meeting reporting change you need to act on.
June 5, 2026
Node 18.x and 20.x Deprecated for Chatflows Custom Code
HubSpot deprecates Node 18.x and 20.x for Chatflows custom code snippets on July 13, 2026. Learn how to migrate to Node 24.x before the deadline.
June 5, 2026
Price Books Are Here: Centralized Pricing for Deals and Quotes
HubSpot Price Books let RevOps teams define, manage, and apply structured pricing across deals and quotes. Here's what changed, how to set it up, and who needs
June 5, 2026
Universal Record Page Beta: A Faster, Cleaner Way to Work With Records
HubSpot's Universal Record Page opens contacts, companies, deals, and tickets as a full-screen overlay. Here's what changed, who gets it, and how to use it.
June 5, 2026
Archive Property Options in HubSpot CRM
HubSpot now lets you hide individual dropdown, checkbox, and radio select options without deleting records. Here's what changed and how to use it today.
June 4, 2026
Better Meeting Reporting: HubSpot Fixes the Call vs. Meeting Confusion
HubSpot is ending duplicate Call and Meeting records for Notetaker and video meetings. Here's what changes July 31, 2026 and exactly how to prepare now.
June 4, 2026
Breeze Assistant Now Shows Suggested Actions Inside Global Search
HubSpot's Breeze Assistant now surfaces contact summaries and suggested next actions directly in Global Search. Here's what it does and how to use it.
June 4, 2026
Pipeline Rules for Contacts and Companies
HubSpot now lets you set pipeline rules for contact and company lifecycle stages. Learn what changed, how to configure it, and why your data quality depends on
June 4, 2026
Live Chat Off-Hours Messaging: Capture Visitor Messages Anytime
HubSpot Live Chat now lets visitors send messages when your team is away or outside business hours. Here's what changed, why it matters, and how to turn it on.
June 3, 2026
Help Desk Email Sending Now Locked to Service Users Only
HubSpot now blocks non-Service users from sending emails from Help Desk addresses. Learn what changed, who it affects, and how to configure it correctly.
June 2, 2026
Agentic Automation Builder: Workflows, AI Agents, One Canvas
HubSpot's Agentic Automation Builder combines workflows and AI Agents on one visual canvas. Here's what it does, who it's for, and how to start building.
June 2, 2026
Report Drilldown Refresh: Faster Answers Inside Every HubSpot Report
HubSpot's Report Drilldown Refresh ships July 1, 2026. See what changed, how to use the new Group By and Drill Into options, and who benefits most.
June 1, 2026
Custom Metrics on Global Home: Your KPIs the Moment You Log In
HubSpot's Custom Metrics on Global Home puts your key KPIs front and center the moment you log in. Learn what shipped, how to set it up, and who benefits most.
May 28, 2026
Date and Datetime Properties Now Work in Conditional Property Logic
HubSpot now lets date and datetime properties trigger conditional property logic. See which fields to show or require based on real dates in your CRM records.
May 27, 2026
HubSpot Agent CLI: Run AI Agents on Your HubSpot Data
HubSpot Agent CLI brings your CRM data into Claude Code, Claude Cowork, and OpenAI Codex so AI agents can automate scheduled and bulk HubSpot tasks for you.
May 27, 2026
Quote Template Migration Tool: Move Legacy Quotes to Commerce Hub Fast
HubSpot's new Quote Template Migration Tool lets admins move standard legacy quote templates to Commerce Hub in one flow. Here's what it does and how to use it.
May 27, 2026
Streamlined CRM Index Page and Board View Update
HubSpot's CRM index page now loads faster, looks cleaner, and puts pipeline controls front and center. Here's what changed and how to use it in your portal.
May 27, 2026
Sales Documents Tool Locked to Paid Plans Starting May 22
HubSpot's Sales Documents tool now requires a paid subscription. Learn what changed, what free users still have, and how to keep your sales motion running.
May 26, 2026
Slack Link Previews for HubSpot: Control What Your Team Sees
HubSpot's Slack app now lets you control which CRM properties appear in link previews and edit records inline without leaving the conversation. Here's how.
May 25, 2026
Google Drive App for HubSpot: Files, Folders, and Breeze Summaries on Every Record
HubSpot's Google Drive app (public beta) connects Drive files to any CRM record, generates Breeze AI summaries, and automates file management with workflows.
May 25, 2026
Website Revisit Notifications Are Moving to Email Only
HubSpot removed in-app revisit notifications for contacts and companies. Learn what changed, how to reconfigure your alerts, and what this means for your workfl
May 25, 2026
Duplicate Similarity Score: See Why HubSpot Flagged That Match
HubSpot's new Duplicate Similarity Score shows exactly why a record was flagged and lets you filter by threshold. Here's what changed and how to use it.
May 25, 2026
Centralized Sharing Management for Reports and Dashboards
HubSpot's new centralized sharing management lets admins find, fix, and bulk-update broken report and dashboard shares in one place. Here's how to use it.
May 25, 2026
Breeze Ate the Show: What HubSpot's Twenty-Eight May 22 Updates Are Telling Every Admin
HubSpot shipped 28 updates the week of May 22, 2026. Eight live inside Breeze Assistant. Here's the pattern that ate the live show, and what to do this week.
May 22, 2026
Breeze Assistant Clarifying Questions: Smarter AI Context
HubSpot's Breeze Assistant now asks focused clarifying questions before answering. Learn what changed, how it works, and who benefits most from this AI update.
May 22, 2026
Inline Association Table: Save Views, Filters, and Sorts on CRM Index Pages
HubSpot's Inline Association Table now lets you save column selections, sorts, and filters to your CRM index views. Here's what changed and how to use it.
May 22, 2026
useCrmSearch Hook: Run CRM Searches Inside UI Extensions
HubSpot's useCrmSearch hook lets you run live CRM searches inside UI extensions. Learn what it does, how it works, and who should build with it first.
May 22, 2026
Custom-Coded Modules for HubSpot Quotes
HubSpot now lets developers and admins embed custom React modules directly into quote templates. Here's what it does, who needs it, and how to build one today.
May 21, 2026
Buying Groups: Visualize Every Stakeholder in a Complex Sale
HubSpot Buying Groups let Sales Hub Professional teams visualize every decision-maker and map parent-child company structure. Here's what it is and how to use i
May 20, 2026
Simplified User Creation and Invite Flow in HubSpot
HubSpot's new single-page user invite flow lets you add a user, assign a seat, and set permissions in one step. Here's what changed and how to use it fast.
May 20, 2026
Stage Calculated Properties Now Available for Custom Objects
HubSpot now gives custom objects the same six stage calculated properties that deals and tickets have had for years. Here's what changed and how to use it.
May 18, 2026
Onboarding Plans: Structured Customer Success Projects in HubSpot
HubSpot Onboarding Plans gives Service Hub Pro and Enterprise teams structured tasks, milestones, and reporting to run repeatable customer onboarding inside Hub
May 16, 2026
HubSpot Salesforce Integration, Take 2: 12 Years Later, the Engine Is Finally Getting Rebuilt
What's actually in HubSpot's quiet rebuild of the Salesforce sync engine, and what should you do before the mid-2027 deprecation...
May 15, 2026
The Silos Are Crumbling: What HubSpot's May 2026 Updates Are Actually Telling You
HubSpot's May 2026 updates are quietly dissolving the marketing-sales-service wall. Marketing Research Agent, Breeze, GPT Image 2.0, Onboarding Plans and more.
May 15, 2026
Payment Links API: Programmatic Commerce Inside HubSpot
HubSpot's Payment Links API lets developers create, retrieve, and manage payment links via code. Here's what it does, how to use it, and who benefits most.
May 15, 2026
Custom Refund Reasons in HubSpot Payments
HubSpot now lets you create custom refund reasons in Payments. Track why refunds happen, spot patterns, and reduce revenue loss. Here's how to set it up.
May 14, 2026
Help Desk Routing Rules: Route Tickets Into a Workflow
HubSpot now lets you route Help Desk tickets directly into an assignment workflow. Cut workarounds, handle complex routing, and own every decision. Here's how.
May 14, 2026
Mobile List Views Now Mirror Your Desktop Table Views
HubSpot mobile list views now display the same properties as your desktop table view, up to 20 columns. Here's what changed and how to use it today.
May 13, 2026
HubSpot Sunsets the Segments Intro Page and AI Segment Suggestions
HubSpot is sunsetting the Segments Intro page and AI Segment Suggestions on May 22, 2026. Here's what disappears, what stays, and how to keep segmenting.
May 12, 2026
Nested Teams Now Selectable for Default Team Email in Help Desk
HubSpot now lets admins set default team email addresses for nested teams in Help Desk. Here's what changed, why it matters, and how to configure it today.
May 12, 2026
HubSpot Customer Portal Gets a CMS-Powered Redesign
HubSpot's Customer Portal just moved to HubSpot CMS with a refreshed design, better search, and full conversation visibility. Here's what changed and how to mig
May 11, 2026
HubSpot Just Unlocked Custom Coded Quote Modules: What It Means for Admins, RevOps, and the Buying Experience
HubSpot Commerce Hub opened up custom coded quote modules. Use cases, the AI-assisted build pattern, gotchas, and what George, Chad, and Max think comes next.
May 11, 2026
Mobile Conversations Inbox Goes Fully Native on iOS and Android
HubSpot's mobile Conversations Inbox is migrating to fully native iOS and Android code. Faster loading, smoother scrolling, and Google Play compliance by May 20
May 10, 2026
Solutions Partners Can Now Share Reusable Dashboard Templates
HubSpot Solutions Partners can now share reusable dashboard templates via a public link. Recipient portals auto-populate with their own data. Here's how it work
May 8, 2026
HubSpot Now Recommends Objects for Spreadsheet App Data Sync
HubSpot now auto-recommends which CRM object to map your Airtable, Smartsheet, Notion, Monday.com, or Kintone data to. Save setup time and stop data landing in
May 8, 2026
HubSpot Auto-Unspam: Real Replies Now Surface Automatically
HubSpot now evaluates each message individually and moves real replies out of spam automatically. Here's what changed, why it matters, and how to use it.
May 8, 2026
Association Actions Now Support Marketing and Commerce Objects
HubSpot now supports association actions in workflows for Invoices, Orders, Subscriptions, Campaigns, and more. Here's what changed and how to use it.
May 8, 2026
Sales Workspace Updated: Native CRM Index Pages Replace Custom Tabs
HubSpot's Sales Workspace now runs on native CRM index pages. One setup, one interface, no more duplicate config. Here's what changed and how to use it.
May 8, 2026
22 HubSpot Updates, Three Sleepers HubSpot Didn't Tag Major
HubSpot shipped 22 updates this week. Only one got a Major Update banner. Here are the three sleepers that should have, and what to do about them.
May 8, 2026
HubSpot Tasks App Refresh: Full CRM Object Experience Now Live
HubSpot's Tasks app now works like every other CRM object. Get multiple views, richer filtering, and flexible organization. Here's what changed and how to use i
May 7, 2026
Activity Timeline Visual Updates and New Filters
HubSpot's activity timeline now shows pinned and overdue activity visuals plus new filters by direction, ownership, and timeframe. Here's what changed and why i
May 7, 2026
Breeze Agents: Asana MCP Server v2
HubSpot updated the Asana MCP Server for Breeze Agents. Learn what changed, how to reconnect, and how this makes AI agents faster and more useful across your st
May 7, 2026
HubSpot Marketplace Listing and Certification Requirements Updated
HubSpot updated its Marketplace listing and certification requirements. Starting November 2, 2026, legacy app versions won't be approved. Here's what changed an
May 7, 2026
Ticket Capacity Limits Come to Service Hub Pro
HubSpot now lets Service Hub Pro teams set per-agent ticket limits with smart routing rules. Here's what shipped, why it matters, and how to configure it today.
May 7, 2026
Password Protection on HubSpot Quotes
HubSpot now lets sellers password-protect quotes before buyers view them. Learn how to configure it, what it doesn't cover, and who needs it most.
May 6, 2026
Updated Report Quick Edit and Filter Interface on Dashboards
HubSpot refreshed the report quick edit and filter interface on dashboards. Here's what changed, why it matters, and how to use the cleaner experience faster.
May 6, 2026
NetSuite Deal Sync Is Now Faster and More Reliable
HubSpot's NetSuite app now syncs opportunity and deal data faster with less API overhead. Here's what changed, who it helps, and how to get it.
May 6, 2026
Subscription Event Data Now Available in HubSpot's Report Builder
HubSpot now lets Marketing Pro and Enterprise users analyze subscription events in the Custom Report Builder. Track opt changes, sources, and status over time.
May 5, 2026
New Folder Tree View in HubSpot File Manager
HubSpot's new folder tree view brings drag-and-drop, marquee select, and a collapsible sidebar to File Manager. Here's what changed and how to use it.
May 4, 2026
Help Desk Board Layout Redesign: What Changed and Why It Matters
HubSpot redesigned the Help Desk board to match the CRM board experience. Real-time updates, customizable cards, and bulk actions are now live for Service Hub P
May 4, 2026
IVR Call Routing Now Available for Sales and Service Pro
HubSpot IVR menus are now available at the Professional tier. Set up voice and keypad call routing in Sales Hub and Service Hub Pro without upgrading to Enterpr
May 1, 2026
Return on Ad Spend: The Math Problem Most Marketing Teams Are Solving Wrong
Most teams chase ROAS without knowing their break-even, fix broken attribution, or build the foundation underneath their ads. Here's the verified playbook.
May 1, 2026
23 HubSpot Updates, Three Buckets: What May 1 Means for Your Portal
HubSpot shipped 23 updates this week. Here's the three-bucket read: smarter CRM, cleaner data, connected commerce. Plus two sunsets you can't ignore.
May 1, 2026
The B2B Customer Journey In 2026: Why Most Maps Fail And How To Build One That Actually Guides Buyers
Most B2B customer journey maps were built for a buyer who doesn’t exist anymore. Learn how AI, dark funnel research, and HubSpot-powered systems are reshaping the 2026 journey—and how to design one that actually converts.
May 1, 2026
HubSpot Quote Signature Reassignment: Let Buyers Route Their Own Deals
HubSpot's new E-Signature Reassignment lets quote recipients delegate signing to the right stakeholder without the rep resending. Here's how to set it up.
April 29, 2026
Multiple Stored Payment Methods: Charge the Right Card Every Time
HubSpot now lets contacts store multiple payment methods. Charge the right card or bank account on every invoice and subscription without friction or errors.
April 28, 2026
Record External Payments in HubSpot Without a Payment Processor
HubSpot now lets you manually record external payments without Stripe or HubSpot Payments. Track cash, checks, and wire transfers inside your CRM. Here's how.
April 28, 2026
Breeze Assistant Projects: Grouped Workspaces for Smarter AI Chats
HubSpot's Breeze Assistant now supports Projects, letting you group related chats with shared instructions and knowledge so AI stays consistent across your work
April 24, 2026
Associate Custom Objects with Campaigns in HubSpot
HubSpot now lets Enterprise portals associate custom object records with Campaigns. Here's what changed, how to set it up, and what it means for your strategy.
April 24, 2026
Data Agent Optional Tokens: Run Prompts with Incomplete Records
HubSpot Data Agent now lets you mark prompt tokens as optional or required. Run AI enrichment on incomplete records without wasting credits or breaking automati
April 24, 2026
Invoice to Project Associations: Link Billing to Work in HubSpot
HubSpot now lets you link invoices and projects in both directions. See what changed, how to set it up, and which teams get the most value from this update.
April 24, 2026
Board View Cards Now Show Richer Activity Details
HubSpot board view cards now show rich activity details and flag records with no upcoming activity. Learn what changed, why it matters, and how to use it.
April 24, 2026
Legacy CRM Card Migration Tool: Migrate to App Cards Before October 2026
HubSpot's new migrate views API lets app developers replace Legacy CRM Cards with App Cards silently, before the October 31, 2026 sunset. Here's how to act now.
April 24, 2026
34 HubSpot Updates, Four Signals: What This Week Actually Means
HubSpot shipped 34 updates in 7 days. The real story is 4 signals: AI operators, cleaner data, frictionless UX, connected revenue. What to turn on first.
April 24, 2026
Legacy Public App Creation Is Being Sunset: What Developers Need to Know
HubSpot is ending new legacy public app creation on May 26 or June 23, 2026. Learn what changes, what's safe, and how to start building on the Projects platform
April 23, 2026
URL Properties Now Support Link Text in HubSpot
HubSpot URL properties now display readable link text instead of raw URLs. Learn what changed, how to set it up, and why your CRM records will be cleaner.
April 23, 2026
Audit Logs Now Track Conditional Property Logic Changes
HubSpot now logs every change to conditional property logic rules. Admins can see who changed what and when. Here's what it means for your portal governance.
April 22, 2026
Create Calculation Properties Using Breeze AI
HubSpot Breeze now writes calculated property formulas from plain English. Here's what shipped, who it helps most, and how to use it in your portal today.
April 22, 2026
Real-Time Table Updates Are Now Live on HubSpot Index Pages
HubSpot Index Pages now update in real time across all visualization types. No refresh needed. Here's what changed, who benefits most, and how to use it.
April 22, 2026
Shopify Product Variants Now Sync Into HubSpot as Individual Records
HubSpot now syncs Shopify product variants as individual CRM records. Get cleaner SKU-level data, better abandoned cart emails, and accurate reports. Here's how
April 22, 2026
Connect Breeze Agents with G2, Linear, Gong, and Amplitude
HubSpot Breeze Agents now connect to G2, Linear, Gong, and Amplitude via MCP servers. Learn what changed, how to set it up, and which teams benefit most.
April 21, 2026
Data Agent CRM Data Source: Ask Your Whole CRM at Once
HubSpot's Data Agent now searches your entire CRM in one prompt. Learn what changed, how to use it step by step, and who gets the most value from it.
April 21, 2026
Contact Email Logging Rules: Auto-Create Contacts from Incoming Emails
HubSpot's auto-create contacts feature builds CRM records from inbound emails. Here's how to turn it on and optimize your workflow.
April 20, 2026
G2 MCP for HubSpot: Live Buyer Intent Inside Breeze Agents
The G2 MCP for HubSpot connects Breeze Agents to live buyer intent signals and G2 review data. Learn what it does, how to set it up, and who needs it most.
April 20, 2026
Selective Mirroring in Multi-Account Management: Control What Gets Shared
HubSpot now lets super admins exclude individual contacts and companies from cross-account mirroring. Here's what changed, how to use it, and who benefits most.
April 20, 2026
Team Email Signatures Now Auto-Apply in CRM Record Composer
HubSpot now auto-applies team email signatures when you send from a CRM record. Learn what changed, how to configure it, and why it matters for your brand.
April 20, 2026
Marketing Hub Isn't Software, It's an Operating System. Most Teams Miss That.
Why is your HubSpot Marketing Hub platform underperforming? You're using it like a feature menu when it was built to run as an operating system...
April 18, 2026
Breeze Is Eating HubSpot: What the April 2026 Updates Actually Mean
Every major HubSpot April 2026 update threads through Breeze. Reports, calculations, emails, tasks, agents. Here's what it means and what to do this week.
April 17, 2026
Create Reports with AI: Breeze Assistant Comes to Reporting
HubSpot now lets you build single and multi-object reports by chatting with Breeze Assistant. Here's what changed, how to use it, and who benefits most.
April 17, 2026
Quick Filter Bar Redesign: Faster CRM Filtering for Everyone
HubSpot redesigned the quick filter bar on CRM index pages. Active filters surface first, the picker is searchable, and managing filters is cleaner. Here's what
April 16, 2026
The 7 Biggest HubSpot Onboarding Mistakes That Cost Companies Thousands
Most "HubSpot isn't working" problems are onboarding mistakes. Here's how to fix the seven most expensive ones without ripping and replacing.
April 15, 2026
App Pages with UI Extensions: Build a Full Home Base for Your HubSpot App
HubSpot App Pages let developers build full-page, multi-section experiences inside HubSpot using React and the UI Extensions SDK. Here's what changed and how to
April 14, 2026
Column-Level Filtering: Filter CRM Records From the Header
HubSpot's column-level filtering lets you filter CRM records directly from column headers. No more digging through menus. Here's what changed and how to use it.
April 14, 2026
HubSpot Dashboard Tags: Organize and Find Dashboards Faster
Label, filter, and bulk-organize HubSpot dashboards by team, project, or campaign. Here's what changed and how to use it.
April 14, 2026
Owning Teams Property: Multi-Team Reporting Now Works in HubSpot
HubSpot's new Owning Teams property surfaces all assigned teams in reports and filters. Here's what changed, how to use it, and who needs to act first.
April 14, 2026
Toll-Free Number Porting: Bring Your 800 Number Into HubSpot
HubSpot now lets you port existing toll-free numbers (800, 888, 877) into your account. Keep your brand number and run all calls natively in HubSpot.
April 14, 2026
Add Scheduling Pages to Campaigns in HubSpot
HubSpot now lets you add scheduling pages as campaign assets so every meeting booked auto-associates to the right campaign. Here's what changed and how to use i
April 13, 2026
Breeze Assistant Is Now Built Into HubSpot Mobile
Breeze Assistant is now built into HubSpot Mobile. Get AI-powered CRM answers, voice dictation, and synced chat history anywhere. Here's how to use it.
April 13, 2026
Create Associations Between Records Based on Existing Associations
HubSpot's Create Association workflow action now targets related records automatically. Here's what changed and how to set it up.
April 13, 2026
HubSpot Connector for Microsoft 365 Copilot: Private Beta
HubSpot's new Microsoft 365 Copilot connector lets sales, service, and CS teams query HubSpot data inside Teams and Copilot Chat. Here's what it does and how to
April 13, 2026
Customized Task Properties and Subtasks in HubSpot CRM
HubSpot now supports custom task properties and subtasks. Learn what shipped, how to set it up step by step, and which teams will get the most value.
April 13, 2026
HubSpot MCP Server Is Now Generally Available
HubSpot's MCP server is now live for all plans. Connect any MCP-compatible AI tool to your CRM for read and write access using natural language prompts.
April 13, 2026
HubSpot Product Bundles: Build Once, Quote Faster Every Time
HubSpot's new product bundles let you group items once and insert them with one click. Here's what it does, who it's for, and how to set it up today.
April 13, 2026
Sync Recurring Meetings to HubSpot: Full Calendar Sync Is Here
Sync recurring meetings to HubSpot CRM records. Here's what changed, how to set it up, and which teams benefit most from this beta feature.
April 13, 2026
App Install Governance: Control Every App and AI Connector in HubSpot
HubSpot's App Install Governance beta gives Super Admins centralized control over every app and AI connector. Here's what it does and how to use it.
April 10, 2026
Shared Data Is the Quiet Superpower of Marketing Hub, and Most Teams Never Unlock It.
Why your HubSpot shared data isn't paying back across the business. Three locks keep the superpower sealed shut. Here's how to unlock them.
April 5, 2026
The Real HubSpot Onboarding Timeline (No Sugarcoating)
Real HubSpot onboarding takes 90-120 days, not what they promise. Get the honest phase-by-phase timeline from 15+ years of implementations.
March 31, 2026
Edit Paid Invoices Without Starting Over in HubSpot
HubSpot now lets you edit balance-changing properties on paid invoices. Learn what changed, how to enable it, and who benefits most from this Commerce Hub updat
March 31, 2026
Before You Buy Marketing Hub, Answer These Five Questions (None Are About Pricing).
Considering before buying HubSpot Marketing Hub? These five readiness questions decide whether the platform pays back, and price isn't one of them...
March 25, 2026
Convert to Invoice Workflow Action: Auto-Create Invoices from Quotes and Deals
HubSpot's Convert to Invoice workflow action auto-creates draft invoices from quotes or deals. Save time, reduce errors, and close the billing gap faster.
March 23, 2026
Individual User Permissions for HubSpot Views
HubSpot now lets you share custom views with specific users instead of whole teams. Learn what changed, how to set it up, and who gets the most value.
March 20, 2026
New Formula Options in the Custom Report Builder: Conditional Logic and Summary Measures
HubSpot's Custom Report Builder now offers guided Conditional Logic and Summary Measure formula options. Learn what changed, how to use it, and who benefits mos
March 12, 2026
Edit Paid Invoice Details Without Recreating the Invoice
HubSpot now lets you edit non-balance fields on paid or partially paid invoices. Fix PO numbers, notes, and emails without recreating records. Here's how.
March 12, 2026
Meetings in Workflows: Automate What Happens After Every Meeting Booked
HubSpot Meetings in Workflows lets you trigger automations the moment a meeting is booked. Here's what it does, how to set it up, and who benefits most.
March 12, 2026
Hide Suggested Associations in the HubSpot Sales Extension
HubSpot's Sales Extension now lets you hide suggested associations when logging emails. Cut dropdown clutter and confirm the right records faster in Gmail or Ou
March 11, 2026
A NERDY HubSpot Rerecord Customization Conversation Part 1
Learn how to customize HubSpot records to match your business needs, reduce clutter, and improve team efficiency. Discover practical tips for better...
March 11, 2026
Permission Sets and Seats Are Now Decoupled in HubSpot
HubSpot decoupled permission sets from seats so admins can assign any user to any permission set. Learn what changed, how it works, and who benefits most.
March 9, 2026
Optimize Your Sales Strategy: Mastering Deal Stages and Pipelines in HubSpot's Sales Hub
Enhance your sales process with our comprehensive guide on customizing deal stages and pipelines in HubSpot's Sales Hub. Learn how to tailor your...
March 7, 2026
AI Conversations That Need To Be Had: The HubSpot to Salesforce Migration Problem
Explore the inefficiencies and high costs of HubSpot to Salesforce data migrations, questioning the billable hour model and the impact of AI on traditional
March 2, 2026
Buying Has Changed, Sales Hasn't; Now What? Feat. Chris Stilwell
What do today's sales teams need to change right now to stay alive AND win? And why are so many sales teams resistant to change? Chris Stilwell is here...
February 26, 2026
Time to Talk About AI: The Unified Customer View and AI-Native Revenue Engine
Explore how an AI-native revenue engine, built on a unified customer view, transforms operations and empowers human judgment with AI capabilities.
February 18, 2026
From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot
Struggling with post-sales churn? Learn actionable strategies to align your teams, clean up data, and leverage HubSpot for customer retention and growth …
February 9, 2026
Why your sales enablement strategy is failing
Most of us talk a big game about sales enablement strategy, but we're still failing to enable our sales teams to close more deals faster, because ...
February 4, 2026
Data Governance for HubSpot: Who Owns Your CRM Data?
How to build a HubSpot data governance plan: assign a data owner, lock down permissions, create entry standards, and prevent property sprawl.
January 28, 2026
Sales Prospecting and Target Accounts: How to Modernize Your Sales Strategy with Will Smith
Modernize your sales strategy by integrating new-school prospecting and target accounts. Learn actionable tips from HubSpot trainer Will Smith to boost...
January 7, 2026
From Siloed to Synced: HubSpot Campaigns for Sales & Marketing in 2025
Are you still treating HubSpot Campaigns like a marketing-only tool? We break down why that mindset is outdated—and what you're missing by not using...
December 30, 2025
Why Retention, Renewals, and Upsells Are the Real Growth Engine for Your Business with Stuart Balcombe
Discover why focusing on customer retention, renewals, and upsells is essential for sustainable business growth, featuring insights from...
December 21, 2025
The Power of Sales Renewals, Upsells, and a 360 Deg View Featuring Stuart Balcombe
Do you want to discover the power of sales renewals, upsells, and a 360-degree view of your sales team's efforts? In this engaging article, you'll learn...
December 19, 2025
From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot (Clone)
Struggling with post-sales churn? Learn actionable strategies to align your teams, clean up data, and leverage HubSpot for customer retention and growth …
December 16, 2025
The Real Cost of Dirty CRM Data (And How to Calculate Yours)
CRM data decays 34% annually and costs businesses $15M/year (Gartner). Learn the 7 hidden costs of dirty data and a framework to calculate your losses.
December 16, 2025
Making Change Happen with Sales Teams, featuring Doug Davidoff
How do you drive meaningful change within sales teams? Doug Davidoff joins us to discuss challenges, resistance, and key takeaways for implementing ....
December 11, 2025
Flexible CRM Views: See Your HubSpot Data Your Way
HubSpot's Flexible CRM Views add calendar, Gantt, report, and custom board layouts to every index page. Here's what changed, who gets it, and how to use it.
December 10, 2025
HubSpot Loop Marketing Middle of the Journey with Chris Carolan
Explore the essence of loop marketing with insights from industry experts on how to leverage signals, conversations, and relationships to drive business...
December 2, 2025
Women of HubSpot: Lica Wouters on Human-Centered Ops
Lica Wouters shares her journey from film to AI, emphasizing grit, empathy, and collaboration in building successful AI-driven business systems.
November 4, 2025
Sales Therapy, Part II: The Art + Science of a Powerful Sales Process with Chris Stilwell
Why do so many organizations think they have a great sales process ... but don't in reality? And what should a great sales process look like? This week ...
November 1, 2025
Women of HubSpot: Crystal King — Writer, Teacher, Builder of Empowered Ops
Meet Crystal King, HubSpot educator reshaping tech education with creativity, leadership, and AI strategies. Build empowered operations.
October 21, 2025
How to Choose the Right HubSpot Training Partner?
Looking for a HubSpot training partner? Learn the must-have qualities, how to assess expertise, and what support ensures real ROI and adoption…
October 21, 2025
The Contentious SQL Debate Between Marketing + Sales (with Bastien Paul)
Why can’t marketing and sales agree on what makes a lead qualified? Discover how to fix the SQL handoff mess between your teams with simple ways that ...
October 18, 2025
Curiosity Builds Brands: How Questions Become Your Competitive Edge
Curiosity isn't personality, it's strategy. Learn how questions drive innovation, build loyalty, and strengthen teams with actionable steps.
September 30, 2025
HubSpot Reporting: How to Simplify Data and Turn It Into Action with Nakul Kadaba
Simplify HubSpot reporting to make data-driven decisions. Learn from expert Nicole Kaba on turning complex data into actionable insights for your business.
September 13, 2025
HubSpot's New Seats: The Complete Guide for Users and Admins
Trying to discover HubSpot's new seat-based pricing model and learn how it enhances user access, control, and efficiency for your team? In this article...
August 22, 2025
3 Epic Nerdy HubSpot Commerce Hub Updates with Chad Hohn
Is HubSpot Commerce Hub ready for serious B2B use? Chad Hohn breaks down 3 epic updates, new features, and what's next for payments.
July 21, 2025
HubSpot Lead Scoring: Strategy Hacks, Rookie Mistakes, + HubSpot Tool Updates
Ditch legacy HubSpot lead scoring. Learn the new scoring tool, avoid strategy pitfalls, and build systems that actually support sales teams.
June 26, 2025
Choosing the Right HubSpot Plan in 2025: Tiers, Best Practices, Mistakes, + Examples
Still confused about HubSpot pricing? In part two of our series, we break down Starter vs. Pro, seat complexity, and what you’re really paying for...
May 19, 2025
The Rise of the T-Shaped HubSpot Super Admin
What does it take to become a T-Shaped HubSpot Super Admin who drives growth and alignment? Discover how to balance broad knowledge with deep...
May 8, 2025
The Ultimate Guide to Inbound 2.0: Evolving Your Marketing for Today’s Customers
Inbound 2.0 blends inbound and outbound tactics, AI personalization, and RevOps alignment. Learn the 5 core principles and how to implement them today.
April 11, 2025
The Future of B2B Commerce: HubSpot Commerce Hub’s Biggest Updates Yet
What’s next for HubSpot Commerce Hub and CPQ? Jack Coopersmith and Adam Wainwright break down the latest updates, new capabilities and where it’s headed...
March 10, 2025
The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer
Discover how AccountScout enriches HubSpot data with 22 key company properties, ensuring accurate, real-time insights for smarter sales and...
February 25, 2025
HubSpot Operations Hub Deep-Dive with Chad (Pros, Cons, Use Cases + More)
Is CRM chaos costing you deals and lost clients? Find out how HubSpot Ops Hub can bring order, automation, and alignment to your data, and revenue...
October 29, 2024
5 Steps to Build a Customer-Centric HubSpot Strategy Everyone Will Flippin' Love
Frustrated by declining traffic, leads, and sales? Here are 5 steps to fix your HubSpot strategy to make it a customer-centric profit center that always...
August 26, 2024
What Is Voice of Customer? And Do You Know Yours?
Can customer feedback really drive growth? Want to move from listening to action? Get actionable VOC strategies that will move your revenue needle ...
August 20, 2024
Allbound: Is It Inbound vs. Outbound Anymore? Do Labels Matter?
Is your marketing strategy stuck in the past? Are you struggling to find the balance between inbound and outbound tactics? Allbound could be your way to...
August 13, 2024
HubSpot Is Now a Customer Platform ... What the Heck Does That Mean?
HubSpot is now calling itself a customer platform. But what does that mean? Discover the shift in HubSpot's positioning, as well as the challenges and ...
July 3, 2024
Demystifying HubSpot Operations Hub + Who Is Responsible for Operations?
Why is HubSpot Operations Hub is so confusing? Who is actually responsible for your company's operations? We tackle these questions and more this week ...
May 29, 2024
Maximizing Growth with HubSpot Commerce Hub: A Game-Changer for Modern Businesses
Don't know what or how the HubSpot Commerce Hub is revolutionizing online payments and e-commerce for modern businesses? Streamline your...
December 21, 2023
HubSpot Commerce Hub Part II: This Time It's Personal ... and Invoiced
What do great CPQ (configure, price, quote) processes look like in HubSpot? What makes HubSpot payments better than other platforms? In this exclusive ...
November 28, 2023
What Jorge learned: Original Source Drill-down 2 and Meeting Client Needs
Want to discover the importance of meeting client needs, not just pleasing them, and the power of HubSpot integrations and the...
November 9, 2023
Totally Dope HubSpot Renewals Guide for Businesses (+ Examples)
Uh oh, it's HubSpot renewal time! Do you know the data you should be looking at? Do you know what questions to ask your team members? Here are the 5...
October 9, 2023
Unlocking Maximum Value: Your Guide to Extracting the Best from UNBOUND 2023
Do you want to unlock the maximum value of your UNBOUND 2023 experience? With this guide, you will learn how to set goals and diversify your sessions...
August 30, 2023
Data Hygiene and What You Need to Know with Jessica Palmeri
Ready to discover the power of data hygiene in marketing and sales? Learn how to maintain a clean CRM database, align marketing and sales teams, and...
August 24, 2023
From Confusion to Clarity: A Journey Through Marketing Attribution
Do you want to gain clarity on marketing attribution and optimize your campaigns with expert insights from Bonnie Crater? Understand the difference you...
August 18, 2023
The ultimate HubSpot Workflows-a-palooza crash course: the good, the bad, and the ugly
What are the top best practices to crush it with HubSpot Workflows? And how do you deal with a messy HubSpot Workflows portal you inherited? The keys to...
June 13, 2023
George's totally dope insider's guide to HubSpot reporting (+ examples)
With HubSpot's seemingly infinite number of reporting options, how do you even begin measure your inbound efforts effectively? In this comprehensive ...
June 1, 2023
Do you need an in-house HubSpot Super Admin?
When you want to squeeze every last drop of ROI juice out of HubSpot, how do you know when it's time to hire a dedicated HubSpot Super Admin? What's the...
March 1, 2023
What is HubSpot Operations Hub? Feat. Nick Carbone
What is the HubSpot Operations Hub? Is it worth the money? Do you need a developer to make it work for you? This data-packed episode is a must-listen if...
January 17, 2023
What is the HubSpot Flywheel? Is the funnel dead?
What the heck is the HubSpot Flywheel? And is the traditional inbound marketing funnel actually dead? To answer these two questions, you first need to ...
January 11, 2023
How to setup HubSpot property groups (super easy video tutorial)
What is the fastest and most powerful way to streamline your HubSpot portal so you can get better results? Setting up HubSpot property groups, which you...
January 4, 2023
Lead Scoring in HubSpot for dummies
What is lead scoring really? And how are most companies and teams totally getting it wrong? In this deep-dive, we lay out the 10 tactics you need ...
December 1, 2022
Why go HubSpot Service Hub?
What are the capabilities of the HubSpot Service Hub? And, if you're serious about customer delight, is it the right investment for you?
October 4, 2022
What is customer delight and who's responsible + examples
What is customer delight really? And who the heck is responsible for it? In this episode, we're doing a deep-dive into delight and why it's so critical...
September 26, 2022
HubSpot custom properties, objects, and groups 101 + best practices
Undeniably powerful, yet woefully misunderstood, HubSpot custom properties, objects, and groups are the building blocks everyone must master.
September 20, 2022
What is growth strategy? With Troy Sandidge
Understanding growth strategy (and what it takes to get it right for your business) can feel very confusing, but it doesn't have to be.
August 29, 2022
HubSpot UNBOUND 2022 prep, pop quiz, and trip down memory lane
HubSpot UNBOUND 2022 is about way more than just marketing. If you think this is just an event for marketers by marketers, you are sorely mistaken.
August 27, 2022
Demystifying your customer buyer's journey
The conversation around what the buyer's journey really is (and how it works effectively) changes when you look at it through the lens of ...
July 23, 2022