HubSpot wouldn't be HubSpot if they didn't keep constantly innovating. New updates are constantly being released - so many that sometimes you can't see the forest for the trees. But which updates really make an impact on your daily work? To make it easy for you, each month we select the most relevant HubSpot updates. So in just 15 minutes, you'll be fully up-to-date and ready to get the most out of HubSpot!
Content:
Update 1: HubSpot AEO Strategy
Update 2: Enroll records in workflows from a CRM card
Update 3: New Google Drive app
Update 4: Renewed Customer Agent
Update 5: Introducing Buying Groups
Update 6: Automation Overview Updates
Update 7: Configure unsubscribe links in email
Update 8: Suggested Email Send Times
Update 9: Speech To Text into the Breeze Assistant mobile app
Update 10: Round Robin - New ticket distribution option for Help desk tickets
Update 11: Breeze Social Post Agent
AEO Strategy is a new set of tools that allows you to optimize your content for AI-driven search results. It lets you see how your existing content such as website pages, blog posts and landing pages are semantically grouped, get insights on the AI-readiness of your content, receive recommendations for missing topics and track your brand's sentiment and visibility against competitors.
Why this matters
AI is playing an increasing role in the customer buying process. The way AI describes your brand and the resources that appear in AI engines influence how potential buyers learn about and evaluate your brand. With AEO Strategy, you gain insight into this context and can strategically optimize your content.
Availability
Content Pro and Content Enterprise.
Please note that this is a limited private beta. Access will be limited and participation requires you to express interest and existing content via the beta request form: AEO Grader Form
HubSpot now makes it possible to start workflows directly from a CRM card. This allows sales and service professionals to automate repetitive tasks such as CRM updates, lead research and activity logs, giving them more time for customer-focused and strategic work.
Why this matters
By using workflows from a CRM card, daily repetitive tasks are performed automatically through AI skills and other workflow actions. This saves time, reduces the risk of human error and lets your team focus on tasks that truly impact the business.
Now you can access the card and enroll records directly into workflows.
Key points:Availability:
Marketing Pro, Marketing Enterprise, Operations Pro, Operations Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise
The new Google Drive app lets you link Google Drive files directly to HubSpot records. This way, you connect customer data and documents in one convenient environment. Breeze-enabled document insights let you get even more value from your files without leaving HubSpot.
Why it mattersIn short: a seamless connection between client information and your Google Drive environment for a more efficient workflow.
How it worksNote: All file types can be linked (including folders), but Breeze summaries and insights only work for Google Docs and Slides for now.
Availability
The Google Drive app is currently in private beta. Wide availability will follow later for all Hubs and tiers.
HubSpot is significantly expanding the Customer Agent with two key features: being able to view and edit contact properties in your CRM as well as automatically perform actions in your business applications via API calls. This makes the Customer Agent smarter, more independent and an even more valuable link in your service process.
1. View and edit CRM data directly
The Customer Agent can now view and update contact properties directly in HubSpot CRM. This gives the agent access to crucial context such as customer data, billing information or account details and allows them to use this information directly in conversations or update it automatically.
Why this is importantNote: You can add up to 10 contact properties.
2. Customer Agent can now perform actions in your business systems (API calls)
In addition to reading and editing CRM information, the Customer Agent can now independently perform API calls to your internal systems. This allows it to automate tasks that were previously performed manually by employees. Examples: Reset Password, Retrieve Order Status, Retrieve Invoice Information, and Update Account Settings.
Why this is importantAfter publishing, the Customer Agent automatically performs these actions during calls.
Availability
HubSpot is introducing Buying Groups, the new, native version of OrgChartHub, which became part of the HubSpot family earlier in June. With Buying Groups, you gain insight directly in HubSpot into all the key stakeholders involved in a sales process from initial contact to closing.
Why this matters
In B2B sales, success often doesn't revolve around a single contact, but an entire group of decision makers. With Buying Groups, sales teams can better manage that complexity and drive deals more effectively.
A short Loom video in HubSpot shows how to add and use Buying Group Cards.
Availability
Anyone with a Sales Hub Enterprise account can participate in this public beta and activate Buying Groups immediately.
The Automation Overview in HubSpot has received a major upgrade and now includes powerful new features to help you learn faster, work more efficiently and automate better. From now on, you'll see:
Why this matters
This update makes it easier to get more value from your automations. By combining workflows, recommendations and learning resources into one view, you can instantly see where opportunities lie, take action faster and continuously improve.
Availability
Professional Customer Platform, Enterprise Customer Platform, Marketing Pro & Enterprise, Data Pro & Enterprise, Sales Pro & Enterprise, and Service Pro & Enterprise.
The new configurable unsubscribe links allow marketers to control how an unsubscribe action is applied in emails. Instead of immediately unsubscribing a contact from all communications, you can now configure someone to unsubscribe only for the specific subscription type associated with the email.
Why this is important.
This update gives marketers more control over the unsubscribe experience. Recipients can unsubscribe from one specific category of communication, for example; newsletters or product updates, without being completely removed from all email campaigns. This helps reduce the number of unintentional complete unsubscribes and keeps valuable contacts in your database longer.
When a contact clicks the link, a page appears that clearly states the type of communication they are unsubscribing from. There they can also click through to their full preferences page to adjust other settings.
Availability
Marketing Hub Professional and Marketing Hub Enterprise
With Suggested Email Send Times, you automatically get recommendations for the best time to send your marketing emails. This ensures that your messages reach your target audience at the time they are most likely to open, click and convert.
Why this is importantBy using data-driven recommendations, you can plan each campaign more effectively and maximize the impact of your marketing efforts.
Here's how it worksThe recommended time is entered directly into the time field, so you can send at the ideal time with one click.
Availability
Marketing Hub Professional and Marketing Hub Enterprise
With the new Speech-to-Text (STT) feature, you can now talk directly to Breeze Assistant instead of typing. Available on both Android and iOS, the feature converts your spoken text directly into written text in real time. This allows you to quickly dictate messages, take notes or start workflows without using your keyboard.
Why this is important
This feature is ideal for anyone on the go or who prefers speaking to typing. You can use Breeze hands-free to quickly access insights, responses or actions. It makes multitasking easier and speeds up your daily workflows.
How it works
With Speech-to-Text, you can capture thoughts as soon as they come up, save time on the go and stay productive without typing.
Availability
Anyone with the Breeze Assistant app on Android or iOS. The feature is now live and ready to use no additional settings required.
HubSpot is introducing Round Robin as a new distribution method for tickets in Help Desk routing rules and workflows. This option distributes incoming tickets one at a time to available team members in a fixed, rotating order. This way, everyone gets an equal distribution of work before someone is assigned a second ticket.
Why this is important
Not every support team works the same way. Whereas the Load Balanced method(formerly "Balanced") assigns tickets to the least busy agent, Round Robin actually ensures a fair and transparent rotation. Ideal for teams that want a structured distribution and predictable workload.
Availability
This update is available for Service Hub Professional and Service Hub Enterprise.
Breeze Social Post Agent is an AI-powered assistant that helps you generate and publish social media posts faster and on-brand. Integrated directly into HubSpot, the agent turns key dates, events and moments into polished content for LinkedIn, X, Instagram and more. With one click on "Run Agent," the tool generates posts for all calendar events for the upcoming month.
Why this is importantAvailability
Marketing Pro and Marketing Enterprise
Note: This beta feature does not currently consume credits. Beta features may use credits in the future and are subject to HubSpot Beta Services Terms.
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Until the next update! - At Webs, we'll keep you updated. 🚀