(Mar 20 - Mar 25 ) The most recent developments in HubSpot product updates!

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• • 12 mins read

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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!


What's inside:


1. Breeze Content Agent : Create Podcasts

2. New Sidebar in the Marketing Email Editor

3. ‘Undo’ edits to association stage tracker card properties

4. Sales Workspace Dashboards

5. Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

6. Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

7. Include deals in forecast submissions

8. Associate Deals, Tickets and Custom objects when creating records

9. HubSpot Home Page

10. Users can reply to closed tickets in the Customer Portal

 

 

Breeze Content Agent: Create Podcasts

Breeze content agent uses AI to create engaging podcast scripts, show notes, and artwork, powered by your CRM data.

Content marketing is more important than ever. However, 50% of B2B marketers report that creating high-quality content consistently is challenging and resource-intensive.

How does it work?

You can access the Breeze content agent from the following locations:

  • From the global navigation menu or from settings, click Breeze AI > Content Agent. On the content agent details page, you can launch any of the four content agent jobs.
572b8935-4679-4acd-80da-fcf7d7c98bfe
  • From the global navigation menu, click Content followed by podcasts. From there, click ‘Start with AI’.
Create Podcasts

Breeze content agent gives you the tools you need to start podcasting. Generate a script, show notes, and artwork tailored to your brand voice, all within the podcast creation flow.

After initiating the content agent podcast job:

  • Set up your podcast show by entering a title and description.
Podcasts_ShowConfig
  • Configure your podcast settings as needed.
Podcasts_ShowConfig2
  • Define the podcast idea by entering a topic for your episode, the country of your target audience, and any reference files, if applicable.
Podcasts_DefineIdea
  • Select from one of the suggested podcast episode titles.
Podcasts_Title
  • Review and adjust the podcast episode outline.
podcast_outline_updated
  • Click Generate podcast.
  • Once ready, you will be redirected to the podcast episode editor to edit and publish the episode.

Check out this Loom or take a look at the content agent: podcasts KB article for more details.

New Sidebar in the Marketing Email Editor

Starting January 9th, HubSpot will be rolling out a refreshed side navigation of the Marketing Email Editor.

The sidebar in the Marketing Email Editor has been refreshed to improve the accessibility and usability of certain tools and features, as well as introducing a new email contents tree.

How does it work?

Click the + add button in the left side navigation to access the following tools:

  • Drag and drop modules
  • Drag and drop layouts
  • Drag and drop saved sections
Add Sidebar

The new Email Contents button on the left sidebar contains a breakdown of all of the sections and modules in your Marketing Email.

  • Hover over an element in the Email Contents tab to see this element reflected in the Email Body Preview.
  • Click the "..." next to a section or module to access editing options for that section or module.
Email Contents

The Template Design button in the left side navigation will provide access to the following functionality:

  • Template Layout format options.
  • Template level stylings such as background color, background patterns & images, text styles, button styles, divider styles & spacing.
Template Design

 

‘Undo’ edits to association stage tracker card properties

HubSpot has enhanced the property editing experience for association stage tracker cards that can be added to the middle column of the record page. Now, users will see a save status component in the bottom-left of their screen with an 'undo' action when editing properties in the association stage tracker card.

Clicking 'undo' will revert the most recent edit to the property.

This enhancement will inform users when a property edit is saved and give them the option to 'undo' any data entry mistakes.

How does it work?

When you click into properties on the association stage tracker card and edit them, the new status component & undo action will be shown.

Sales Workspace Dashboards

Customizable dashboards that display key sales metrics directly within the sales workspace.

Gives sales reps instant access to their most important metrics and reports without leaving the sales workspace, keeping them informed while maintaining their workflow.

  • Eliminates the need to switch between tools to check performance data
  • Leverages existing dashboards, removing the need to create new ones
  • Enables admins to curate relevant metrics for their teams

How does it work?

To add a dashboard to the sales workspace, click on the "Add Dashboard" button. Select the dashboard you want and update who can who can see it if necessary. Then click "Add Dashboard" to finish.

Currently, admins can only add one dashboard to the sales workspace. Support for multiple dashboards will be available in a future update.

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.

** Note: Changes to Custom Objects and Create and Merge permissions will not show up in the permissions history page, but the platform is working on adding this change.

Currently, any user that has permission to edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to create new records for that object type. This has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to create records.

How does it work?

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.

 

 

 

 

 

 

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.

** Note: Changes to Custom Objects and Create and Merge permissions will not show up in the permissions history page, but the platform is working on adding this change.

Currently, any user that has permission to edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to merge records for that object type. This has resulted in a concern from customers for data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to merge records.

How does it work?

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.

design for merge permissions

Include deals in forecast submissions

Sales reps and managers can now see which deals were included in a manual forecast submission. This visibility shows exactly which deals contributed to a forecasted number, helping teams track how forecasts evolve over time.

Previously, only the total forecasted amount was saved when submitting a manual forecast—with no record of which deals were included. This made it difficult to review past submissions, have productive 1:1s, and track changes in forecasted revenue. Now, sales teams can have more informed coaching conversations, improve forecast accuracy, and better manage pipeline progression.

How does it work?

To include deals in a submission:

  • Navigate to Forecast and click on your name to view your forecast
  • In the Add to Forecast column, check the boxes next to deals you want to include. The submission panel will automatically update with the sum of selected deal amounts.
  • You can adjust the final submission value if needed—your selected deals will still be included regardless of any amount changes.
  • Add any relevant notes and click Update Forecast.

To view deals included in past submissions:

  • Navigate to Forecast and click the pencil icon in the forecast submission column.
  • Find your target submission in either the Submit tab (current period) or History tab (completed periods). Use the <, > arrows to navigate between time periods.
  • Click the caret next to "X deals included" to expand and view the specific deals and amounts.

Associate Deals, Tickets and Custom objects when creating records

iOS users will now be able to associate to another record when creating a new Deal, Ticket or Custom object. If the portal admin has required an association, that requirement will be enforced as well.

Admins can customize the record create form to include associating a new record with other records. In the past that customization was not respected on iOS and users couldn't associate records when creating them and they could bypass a required association (if one was configured). This resulted in incomplete data and lost context.

How does it work?

  1. Tap to create a new record
  2. In the "Associate with" section, tap to add the record you want to associate
  3. Select the record(s) and Save

 

Tap on the record you want to associate with the new record you're creating

 

HubSpot Home Page

HubSpot Home page helps you navigate to the right data as quickly as possible and take the next best action. It is a personalized home, designed to make you more efficient at navigating HubSpot, to get to your tasks quickly, and expands the value you get out of HubSpot.

How does it work?

The HubSpot Home can be accessed at any time by clicking the “Home” icon at the top of the global navigation bar underneath the sprocket.

The Home page contains dynamic, personalized content to help users:

  • Pick up where you left off: links to your in-progress work – such as forms, emails, workflows, and more – so you can quickly jump back in.
  • Needs your attention: any important items that you should review – such as approvals, comments, workflow, and connection errors – to keep things running smoothly.
  • Recommended for you: data-driven personalized suggestions for what you should do next – including the tools and features you should be using – to help you get the most value out of HubSpot
  • Feedback: how can the platform improve the Home page experience for you?
HubSpot Home visual

Users can reply to closed tickets in the Customer Portal

Users can now reply to closed tickets directly within the Customer Portal—no need to start a new conversation or switch to email! If a user needs to follow up on a resolved issue, they can simply reopen the conversation with a reply, keeping all the context in one place.

Reopening closed tickets in the customer portal is one of the most requested features. Today, if a user wants to reopen or respond to a closed ticket, they have two options:

  • exit the portal and reply through email
  • create a new ticket without the necessary context

HubSpot is introducing this update to give users an easy way to continue conversations on closed tickets without forcing them to create a new ticket or leave the portal.

How does it work?

For customer portal users

  • User navigates to a closed ticket and drafts a message
  • When they click "send", they receive a confirmation message to proceed on replying to a closed ticket or cancel

For Customers/Admins

  • Go to Customer Portal settings
  • Go to Ticket Actions in the General tab
  • Click on Allow customers to reply to closed tickets
  • Save

Note: Replies on closed tickets will follow the existing ticket reopening behavior. You can add or update that behavior in your ticket pipeline settings.

 
 
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