What This Update Actually Is
The Inline Association Table has existed in HubSpot for a while. It lives on any CRM index page, that list view of contacts, companies, deals, or tickets you probably have open right now. Click the small caret next to any record, and an expandable table appears showing associated records from other objects.
What's new as of May 22, 2026: you can now save your column selection, sort order, and applied filters to a view. Before this change, every session started fresh. You'd set up exactly the columns you needed, apply your filters, and then lose all of it the next time you loaded the page. That's done.
One important caveat: HubSpot's default views don't support saving yet. You'll need a custom view to persist your inline table configuration.
Why HubSpot Shipped This
Here's a question that sounds simple but breaks most CRM workflows: which contacts have an associated deal closing next month? Go ahead, try to answer it from your Contacts index page right now. You can't. You'd have to open individual records, run a separate deal report, or build an awkward workaround.
This is the real problem. CRM data isn't siloed by accident. It's siloed because index pages only showed you one object at a time. The Inline Association Table was a step toward fixing that. Persistent saved views are the step that makes it actually usable in a real workday.
The humans who feel this most are the ones rebuilding the same filter setup every Monday morning. That friction adds up. It also signals a deeper gap: when your CRM makes cross-object context expensive to access, your team stops asking cross-object questions. That's a business intelligence problem, not just a UX annoyance.
How to Use It Step by Step
- Go to any CRM index page (Contacts, Companies, Deals, Tickets, or a custom object).
- Make sure you're working inside a custom view, not a HubSpot default view. If you don't have one, create it now. Default views won't support saving yet.
- Click the caret (the small arrow) to the left of any record row. The inline association table expands below it.
- Select the associated object type you want to see. For example, expand a Contact row and choose to view associated Deals.
- Use the search and filter tools inside the expanded table to narrow the associated records. Filter deals by close date, stage, amount, or any other deal property.
- Customize your columns. Add the properties that matter for this specific view. Sort by any column.
- Click Save. Your column selection, sort, and filters are now tied to this custom view. The next time you open it, everything is exactly where you left it.
- Use bulk actions inside the expanded table to update multiple associated records without leaving the index page.
What It Touches in Your HubSpot Strategy
This update is small in scope and large in ripple. Here's where it actually lands across your portal.
Sales workflows: reps can now build a saved contact view that always surfaces deal close dates, pipeline stage, and deal amount inline. No more toggling between objects during prospecting or pipeline review calls.
RevOps view management: admins can build team-specific custom views with pre-configured inline table settings baked in. Hand a sales rep a view that already shows the associated deal data they need, filtered and sorted correctly from day one.
Custom objects: this update applies to custom object index pages too. If you've built a custom object for projects, properties, or subscriptions, the inline table now gives you persistent cross-object context there as well.
Key Takeaway
Build your custom views before you configure the inline table. The save function only works on custom views. If your team is still using default views as their primary workspace, this update won't land for them until you change that habit.
This also connects directly to how HubSpot is rethinking data visibility across the CRM. If you've been watching the platform evolve, you've likely noticed a pattern: HubSpot keeps reducing the distance between objects. The Duplicate Similarity Score update is another example of that same direction, giving you richer record-level context without forcing you to navigate away.
One more strategic note: the bulk actions inside the inline table mean this isn't just a read-only context layer. Humans can update associated records, change deal stages, edit ticket properties, and more, all without ever leaving the index page. That's a meaningful workflow compression for any team running volume.
Key Takeaway
If your team runs weekly pipeline reviews from a CRM index view, rebuild that view now with an inline association table configured for deals. Saved filters for close date range plus deal stage give your reps a standing answer to "what's closing this month" without a single extra click.
Who Should Care Most
This update is available to all hubs and all tiers. But some roles will feel the impact immediately.
- Sales reps and account managers who live in the Contacts or Companies index and constantly need deal context without navigating away.
- RevOps and CRM admins who build and govern views for their teams. This is your chance to standardize cross-object visibility at the view level.
- Service and CS teams using the Tickets index who need to see associated contact or company data without opening each ticket.
- Teams using custom objects who've been frustrated by the lack of inline context on those index pages.
- Owners and managers running pipeline reviews from HubSpot who want one view that answers multiple questions at once.
If your team is running any kind of volume through the CRM, this saves real time. The humans doing 50 or more record reviews a week will notice it the most.
George's Take
“The best CRM improvement isn't a new feature. It's removing one more reason your team has to leave the page they're already on.”
We've audited hundreds of HubSpot portals at Sidekick, and one of the most consistent friction points isn't missing data. It's data that's present but buried. The inline association table with saved views is quietly one of the more practical updates HubSpot has shipped in this cycle because it doesn't require a new workflow, a new integration, or a training session. It just makes the workflow your team already has faster. That said, it only delivers if you actually build the custom views to support it. I've seen portals where default views are still the primary workspace for every rep, and in those portals, this update doesn't land at all. The limiting factor isn't the feature. It's the view architecture underneath it. If you want to see how this fits into a broader CRM strategy, the May 2026 update roundup on how HubSpot's silos are crumbling gives you the full picture of where the platform is heading this quarter.
If you want help rebuilding your CRM views so your team actually uses them, or if you're not sure whether your current view architecture is getting in the way of your pipeline visibility, let's look at it together. Explore what a HubSpot portal audit with Sidekick looks like, and let's get your CRM working the way it was designed to.
Frequently Asked Questions
What is the HubSpot Inline Association Table?
The HubSpot Inline Association Table is a feature on CRM index pages that lets you expand any record row and see associated records from other objects, like viewing deals associated with a contact, directly from the list view without opening the individual record.
Can I save filters and columns in the HubSpot Inline Association Table?
Yes, as of May 22, 2026 you can save your column selection, sort order, and filters in the Inline Association Table. The saved configuration is tied to the view. Note that HubSpot default views don't support saving yet; you need a custom view.
Which HubSpot hubs and tiers get the Inline Association Table update?
The Inline Association Table with saved views is available on all HubSpot hubs and all tiers, including free accounts. It works on Contacts, Companies, Deals, Tickets, and custom object index pages.
Why won't my Inline Association Table settings save in HubSpot?
If your settings aren't saving, you're likely working inside a default HubSpot view. Default views don't support saving inline association table configurations yet. Create a custom view, configure your inline table settings there, and then click Save to persist them.
Can I use bulk actions inside the HubSpot Inline Association Table?
Yes. Inside the expanded inline association table on any CRM index page, you can use bulk actions to update multiple associated records at once. This means you can change deal stages, edit properties, or take other actions without navigating away from the index page.
Does the Inline Association Table work with HubSpot custom objects?
Yes, the Inline Association Table and the new save functionality work on custom object index pages, not just the standard CRM objects. Any custom object you've built in HubSpot supports the expandable inline table with persistent saved view settings.
