Welcome to our latest blog series, where we’re showcasing the newest HubSpot updates for 2025!
This edition highlights the latest HubSpot CRM enhancements designed to streamline your processes and empower your marketing and sales teams like never before.
Let’s dive in and explore these exciting updates together!
This record includes updates regarding current development efforts for HubSpot's existing or new products or services. These updates are not intended to be a promise or guarantee of future availability of products, services, or features but merely reflect HubSpot's current plans based on factors currently known to us. They also are not intended to indicate when or how particular features will be offered or at what service tier(s) or price. These planned and future development efforts may change without notice.
What's inside:
1. Updates to Payment Link sharing and send options
2. Add calls, emails and meetings to campaigns
3. Collapsible sidebar for Leads and Deals
4. Merge permissions for Contacts, Companies, Deals, Tickets and Custom Objects
5. Create permissions for Contacts, Companies, Deals, Tickets and Custom Objects
6. AI generated Video Subtitles and Subtitle Translations
8. Add Library assets to campaigns
9. Quick Access Report Options
10. (Beta Reopened)Breaking Change - Enhanced leading and trailing character validations
11. Report Viewer Tabs on Dashboards
12. View unpublished Custom Workflow Actions in developer test accounts
13. Remix Multiple Pieces of Content
14. HubL Function Limit Enforcement in Marketing Emails
15. New & Updated Association Fields on the CRM Export API
Updates to Payment Link sharing and send options
The sharing modal experience has been redesigned to include all options available to send / share payment links:- Send by email (CRM associations only)
- Copy link
- Share / Download QR code
- Embed code
Once you create a payment link, you are presented with a modal to share the link. You can copy the link (default option) or tab through other sharing options.
Add calls, emails and meetings to campaigns
You can now add 3 new sales asset types to their campaigns:
- Calls
- Emails
- Meetings
Adding calls, emails and/or meetings to your campaign
- Navigate to Campaigns
- Create a new campaign, or select an existing campaign
- On the Campaigns details page, navigate to the 'Add assets modal' by clicking on the 'Add assets' CTA
- Next, select to Sales category
- Click on Calls, Emails or Meetings
- Select existing assets in the list, or create new ones
- Once done, click 'save'
As with any other asset types, you can also add those assets inside the editors: When creating the email, scheduling the call or setting up the meeting, simply navigate to 'associated with 1 record' and select or create the campaign from there.
Measuring asset performance
Once your assets has been added to your campaign, you can find the asset in two locations on the Campaign Details page:
1. Assets 'tab': Here, you can view calls, emails, meetings details including name, status and comments.
2. Performance 'tab': This section helps you track the performance of your assets and their attribution to 'influenced contacts' and 'revenue' metrics:
- Sales call connected (attended)
- Sales email replied
- Sales meeting attended
Collapsible sidebar for Leads and Deals
The sidebar that lets users switch between views for the Leads and Deals tabs can now be collapsed or expanded.
Why does it matter?
The sidebar for the Leads and Deals tabs are now collapsible, allowing users to see more of the information they care about most, while allowing quick access to filters when needed.
Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects
A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects allows admins to control whether a user can merge each specific type of object, separately from their permission, to edit that object.
Users that have the ability to change permissions for other Users should navigate to Users & Teams where they can edit Users' permissions to determine what access levels for merging records for Contacts, Companies, Deals, Tickets, and Custom Objects that the user should have (ex. all contacts, their contacts, their team's contacts, none).
Originally, HubSpot will default each User to their Merge permission for each object type is the same level of their permission to edit that object type.
Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects
A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects that allows admins to control whether a user is able to create each specific type of object, separately from their permission, to edit that object.
Users that have the ability to change permissions for other Users should navigate to Users & Teams where they can edit Users' permissions to determine what access levels for creating records for Contacts, Companies, Deals, Tickets, and Custom Objects that the user should have. Originally, HubSpot will default each User into their Create permission for each object type is turned on if they currently have permission to edit that object type.
AI-generated Video Subtitles and Subtitle Translations
This is a private beta. By joining, you may be asked to provide feedback on the quality of AI-generated subtitles and translations.
Marketers need to create accessible video content for their web visitors—oftentimes in multiple markets. To help, HubSpot is introducing two new capabilities. First, HubSpot can now autogenerate subtitles in the video's language. Second, the platform can translate those subtitles from said language into another in mere seconds.
31 languages are supported at launch: Bulgarian, Chinese (simplified), Czech, Danish, Dutch, English (US), English (UK), Estonian, Finnish, French, German, Greek, Hungarian, Indonesian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese (PT), Portuguese (BR), Romanian, Russian, Slovak, Slovenian, Spanish, Swedish, Turkish, Ukrainian
- Go to the Files application and select a video to generate subtitles for.
- Select the Subtitles (Beta) dropdown.
- Select Generate with AI, which will open up a modal.
- Select the language in the dropdown. Ensure the language selected matches the language the video's audio is in.
- After creating the transcript, select translate.
Note: Video must have Advanced Features enabled to use subtitles.
Visitor Experience
Visitors can select the caption button. The subtitles and translated subtitles will be available to website visitors.
Legacy Shopify integration
HubSpot will discontinue support for the legacy version of the Shopify integration on May 15, 2025.
To ensure uninterrupted service, please install the new Shopify integration powered by Data Sync before this date.
A built-in migration wizard is available in the Shopify app within your HubSpot portal to guide you through the process of installing the new integration, migrating your workflows and sync settings, and uninstalling the legacy integration. For more detailed instructions, please refer to this knowledge base article.
1. Click on this link to your portal’s integration settings and navigate to the Shopify app.
2. You will be prompted with a migration wizard. Follow the instructions to get started with the migration flow:
Note: The legacy Shopify integration syncs Shopify orders and carts to HubSpot deals, while the new integration syncs Shopify orders to HubSpot orders and Shopify carts to HubSpot carts. If you are migrating to the new Shopify integration powered by Data Sync, you'll need to manually migrate some of your deal-based workflows to order- or cart-based workflows. Refer to the this knowledge base article for additional details.
3. Follow the guided steps to complete your migration.
If you don’t take these steps before May 15, 2025, your HubSpot account will no longer be connected to Shopify, which could result in disruption.
Add Library assets to campaigns
Available under a new 'Library' category in the Campaigns 'Add assets' modal, you can now add:
- Documents
- Files
- Videos and
- Playbooks
to your campaigns.
How does it work?
Adding Library assets to your campaign
- Navigate to Campaigns
- Create a new campaign, or select an existing campaign
- On the Campaigns details page, navigate to the 'Add assets modal' by clicking on the 'Add assets' CTA
- Next, select to Library category
- Click on Documents, Files, Playbooks or Videos
- Select existing assets in the list, or create new ones
- Once done, click 'save'
Note: You can also add Library assets directly from within their respective tools.
Measuring asset performance
Once added, Library assets will appear in two sections of the Campaign Details page:
- Assets Tab: View asset details such as name, status, and comments.
- Performance Tab: Track asset performance (where applicable).
Performance tracking by asset type:
- Documents: Track views, visitors, and links created, with attribution to 'influenced contacts' when viewed. (Revenue attribution is not supported in HubSpot today.)
- Playbooks: Monitor views and logs, with 'influenced contacts' attribution when a playbook is viewed. (Revenue attribution is not supported in HubSpot today.)
- Videos: Track video views, contributing to 'influenced contacts' and revenue attribution.
- Files: Performance tracking is not available in HubSpot today.
Quick Access Report Options
You can now make fast and easy edits to your Reports from the Report Viewer.
Initially only available on Reports built using the Single Object Report Builder.
Report Options brings the most commonly used controls from the Builder into the Report Viewer. To get started, open a report into the Report Viewer by selecting it from the Reports List or clicking "View & Filter" from a Dashboards.
When available, a new "Report Options" tab will appear on the right side of the screen.
This tab contains several groups of controls to help make fast and easy changes.
The set of controls displayed depends on the configuration of the Report (i.e. Currency Setting only displays on Reports using a currency property).
Define options:
- Show Metrics: Show or hide the summary metrics section above the report visualization.
- Selected Properties: Control the properties available within this report. This controls what properties will show in Metric, Dimension, and Breakdown controls. Additionally, the selected properties controls what columns show in an export of this report and the tables beneath the visualization.
- Metric Property: Controls the property the report is measuring and how that property is aggregated. Only properties that can be aggregated are selectable. In a report meant to show the count of contacts over time by owner, the metric would be "Count of Contacts"
Group options:
- Dimension: Controls the property used to split the Metric property into smaller segments. In a report meant to show the count of contacts over time by owner, the dimension would be the property being used for time.
- Breakdown: Controls the property used for a secondary split of the metric property. In a report meant to show the count of contacts over time by owner, the dimension would be the property being used for owner.
- Cumulative: Controls if the metric value will accumulate from the left to right of the report.
- Frequency: Controls the buckets for date values.
Compare options:
- Compared to: Adds over time comparison data to your report based on the selected time range.
- Reference line: Adds either goal or static number based lines to your report.
Analyze options:
- Trends: Adds reference trend line or AI prediction data to your report.
- Anomalies: Adds AI-based Anomaly detection data to your report.
More options:
Stacked: Controls how reports with a breakdown stack values within each bucket.
Currency: Controls the currency displayed in Report.
Reset options: undo any changes to the latest saved version of the Report.
Remember, any changes to these controls will not be retained unless the report is saved!
[Beta Reopened] Breaking Change - Enhanced leading and trailing character validations
This beta has been re-opened. We advise all former beta participants to revalidate their portals to identify any potential character violations.
Since this change can cause errors, HubSpot strongly recommends applying for this beta using sandbox or test accounts.
HubSpot users can opt into the "Enhanced leading and trailing character validations" beta to test out upcoming validation changes. Beta participants will more easily identify existing enumeration options in their portal that will be backfilled in November, and modify any requests that are made to trim whitespace characters.
Note: Portals will not be backfilled until November 10th, 2025, because this backfill is irreversible.
Report Viewer tabs on Dashboards
Adding tabs within the Report Viewer on Dashboards makes it easy to quickly move between focused views of the Reports you care about the most.
Open any Report into the Report Viewer by clicking "View & filter" on a Dashboard.
The other Reports on the dashboard now display as tabs within the Report Viewer. Click any to switch between them.
If there are enough reports on the Dashboard, some will display under the "More" dropdown on the right of the tabs.
Only other Reports will show as tabs, additional content such as text or embedded external content will not display.
This is an early beta, please expect to provide feedback if requesting to join.
View unpublished Custom Workflow Actions in developer test accounts
Developers can now see and test unpublished custom workflow actions in their test accounts if the app is owned by their associated app developer account. Test accounts will now reference the parent account when checking for owned applications.
Many external developers and app partners have struggled with testing custom workflow actions before publishing them. Previously, unpublished custom actions were not visible in the test accounts. This restriction led to significant friction in the development process, forcing developers to:
- Publish live, incomplete, or experimental actions just to test them
- Create unnecessary workarounds, such as setting up a separate test app and test account just to test and then having to re-build the real action in their main accounts
- Encounter delays and inefficiencies when iterating on their actions
Now with this update, developers can test unpublished custom actions. By eliminating the need for workaround solutions, this change allows for faster iteration, better debugging, and a more seamless development experience in test accounts before rolling actions out to production.
When an account used for testing is linked to an app developer account, unpublished custom actions created in the app developer account will be visible in the test account’s workflow editor.
Remix Multiple Pieces of Content
Rather than starting your Remix from a single piece of content, you will now be able to start your Remix from multiple pieces of content at a time. Starting from multiple pieces of content gives our AI more content to work from, which can improve the quality of the resulting content that you can create.
When repurposing content, the quality of the content greatly depends on the source material you use. By starting your remix with multiple inputs, you can feed more content into Remix to give our AI more context and information to understand your goals. This will lead to higher quality and more unique outputs in your Remixes.
How does it work?
After selecting your first piece of content to start your Remix, click on the EXPAND icon in the upper right-hand corner of the starting content box.
From there, you can continue to add more content to your Remix by selecting "Add Content."
Users can select up to 6 pieces of starting content per Remix.
Any related content is helpful to add to the start of a Remix. For example, if you have multiple pieces of content that cover aspects of a topic (such as two blog posts, a PDF, and a podcast), you can select all of them to give our AI model a more comprehensive understanding of your perspective, goals, and value propositions. Additionally, you can use this functionality to feed things like strategy documents, marketing briefs, persona descriptions, and so on into Remix to help us better understand your unique value proposition.
HubL Function Limit Enforcement in Marketing Emails
Starting May 28th, 2025, HubSpot will begin to enforce the CMS HubL limits for all customers using the functions listed below in their Marketing Emails.
- blog_authors
- blog_by_id
- blog_popular_posts
- blog_post_archive_url
- blog_recent_author_posts
- blog_recent_posts
- blog_recent_tag_posts
- blog_total_post_count
- content_by_id
- content_by_ids
- cta
- crm_associations
- crm_object
- crm_objects
- crm_property_definition
- crm_property_definitions
- file_by_id
- files_by_ids
- hubdb_table
- hubdb_table_row
- menu
- postal_location
- topic_cluster_by_content_id
Please refer to the HubL Function Developer Documentation for upper limits on HubL function usage.
For new emails:
When users exceed a function limit in their Email, they will receive an error notification below in the Review Panel.
The number of modules using these HubL functions will need to be removed in order to publish your Marketing Email.
For published emails:
- If an email is published, and the platform detects that more than 10 HubL functions are included in the send upon rendering for a particular contact, the email send will drop for that recipient.
- The web version of published emails will return a 500 error response when the HubL function limit is exceeded.
New & Updated Association Fields on the CRM Export API
HubSpot has added and updated three fields on the CRM Exports API:
- associatedObjectType can now take in a list of values. Previously, this field could only take a single value. You can include up to four associated object types in your exports.
- includeLabeledAssociations is a new boolean field that, when set to "TRUE" will export association labels.
- includePrimaryDisplayPropertyForAssociatedObjects is a new field that will return the display property (Company Name for the company object, for example) for any associated objects in your export. If getAssociatedObjectType is set to a single value, this field will default to TRUE. Otherwise, it will default to FALSE.
With the ability to include multiple associated objects and association labels in exports conducted via the API, our API functionality now reflects the in-app export experience more closely. Also, by making the primary display property for associated objects optional, we're drastically increasing the speed and performance of exports for customers who do not need this information included in the export files.
For a full explanation of these fields, check out our CRM Exports API documentation.
