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
10. Users can reply to closed tickets in the Customer Portal
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.
You can access the Breeze content agent from the following locations:
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:
Check out this Loom or take a look at the content agent: podcasts KB article for more details.
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.
Click the + add button in the left side navigation to access the following tools:
The new Email Contents button on the left sidebar contains a breakdown of all of the sections and modules in your Marketing Email.
The Template Design button in the left side navigation will provide access to the following functionality:
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.
When you click into properties on the association stage tracker card and edit them, the new status component & undo action will be shown.
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.
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.
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.
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.
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.
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.
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.
To include deals in a submission:
To view deals included in past submissions:
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.
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.
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:
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:
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.
For customer portal users
For Customers/Admins
Note: Replies on closed tickets will follow the existing ticket reopening behavior. You can add or update that behavior in your ticket pipeline settings.