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(Mar 26 - Mar 31 ) The most recent developments in HubSpot product updates!

Written by Kris Thomas | Apr 11, 2025 8:45:00 AM

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. File Preview format for file properties in personalization tokens

2. 'Undo’ edits to lead association card on the record page

3. Create Workflow Redesign

4. Automation Workflows Public API v4, v3, and v2 support for Sensitive Data

5. Upload a PDF to Breeze Copilot

6. Forecast multiple outcomes using custom date and currency properties

7. Inbound Calling for Aircall Customers

 

 File Preview format for file properties in personalization tokens
 

The format of file properties inserted as personalization tokens is changing - HubSpot will now format file properties as File Previews.

Previously, file properties inserted as personalization tokens are formatted as raw URLs that cannot be easily shared.

Before:

Now, file properties inserted as personalization tokens will display as a File Preview page in HubSpot. The File Preview is a 24-hour shareable link that can be easily grabbed to share with other HubSpot users, if needed.

After:

This change will simplify the format of the URL for file properties inserted as personalization tokens and make it easier to use (and share) them.

Before:

https://api.hubspot.com/form-integrations/v1/uploaded-files/signed-url-redirect/182843450527?portalId=70000&sign=somethingVeryLong&conversionId=somethingElseVeryLong&filename=filename.pdf

After:

https://app.hubspot.com/file-preview/70000/file/182843450527/

This change does not impact:

  • the underlying data stored in a file property
  • who can access file properties (in the current state and future state, users must log in to HubSpot to view the uploaded file)
  • the experience of uploading files in file properties in the CRM

'Undo’ edits to lead association card on the record page

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

We’ve enhanced the property editing experience for the lead association card that appears on the right sidebar 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 the following properties in the lead association card:

  • Lead Type
  • Stage

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

How does it work?

When you click into the ‘Lead Type’ and ‘Stage’ properties in a lead association card and edit them, the new status component & undo action will be shown.

Create Workflow Redesign

You can now start building your workflow by browsing all of the available triggers, instead of being forced to choose an object first, which immediately limited the triggers you could choose from.

How does it work?

In your HubSpot account, navigate to Automations > Workflows.

  • Click the orange Create workflow button and choose From scratch
  • Search for, or browse the available triggers. Every single possible trigger type is available at this step. This includes "Met filter conditions" and Manual enrollment only.
  • Select and configure your trigger. If the trigger is only relevant to a specific object type, that object type will be decided automatically. If it could be applicable to several triggers, you will be asked to specify the object type next.
  • Set up refinement criteria if applicable or necessary
  • Save your trigger and move on to adding actions

For more detail see this knowledge base article:

This feature can be opted into or opted out of via the product updates page at any time. Individual users can opt in, or admins can opt in their entire portal.

Automation Workflows Public API v4, v3, and v2 support for Sensitive Data

This update allows both private and public app developers to manage sensitive data through the Automation Workflows Public API v4. Developers can use apps to create, read, update, and delete workflows that include sensitive data in triggers or actions.

Note: Automation workflows do NOT support highly sensitive data. Only standard sensitive data can be read and/or written using automation.

By defining access scopes, it ensures workflows are automated securely, fostering trust and efficiency.

  • Apps without sensitive data scopes, the API cannot create, delete, or access workflows that reference sensitive data. Workflows will be excluded from listings, and actions like getting enrollments and performance stats, or enrolling and unenrolling contacts, will not be possible.
  • Apps with a sensitive data read scope can access existing workflows, including enrollments and performance stats. However, creating or deleting workflows, or enrolling and unenrolling contacts from workflows with sensitive data, is not allowed.
  • Apps with a sensitive data write scope, creating, deleting, enrolling, and unenrolling contacts in workflows with sensitive data is permitted.
  • Apps with both read and write scopes can perform all actions, including creating, deleting, accessing, and modifying workflows that reference sensitive data.

How does it work?

To create, read, update, and delete sensitive data property values, apps must request and be granted the corresponding scopes via the standard OAuth authorization code flow.

  • crm.objects.contacts.sensitive.read
  • crm.objects.contacts.sensitive.write
  • crm.objects.companies.sensitive.read
  • crm.objects.companies.sensitive.write
  • crm.objects.deals.sensitive.read
  • crm.objects.deals.sensitive.write
  • crm.objects.custom.sensitive.read
  • crm.objects.custom.sensitive.write

Learn more about getting started by checking out: Sensitive Data in HubSpot CRM for Developers.

Upload a PDF to Breeze Copilot

When you use Copilot, you'll see a paperclip icon in the chat window. Click it to upload any PDF from your computer. Copilot reads these files for you, so you can simply ask questions about your documents in plain language and get helpful answers without having to dig through them yourself.

Even the most advanced LLMs are prone to generic or irrelevant responses when they lack context.

By allowing you to upload a PDF file directly to Breeze Copilot, HubSpot is enabling the underlying model to provide a more relevant response. Being able to upload a PDF means Copilot can become more aligned with your goals, your company's voice, and whatever other context you want to provide Copilot.

How does it work?

Once a portal is enrolled in this beta, you will see a paperclip icon in the bottom left of the Copilot input bar. Click this paperclip, and you'll be able to add files from your local device to Copilot.

Forecast multiple outcomes using custom date and currency properties

Admins can now create custom forecasts for their team that measure revenue using any deal date property and any deal amount property that is marked as a currency field type.

Before today, customers could only forecast based on the deal amount and close date properties. However, not every business realizes revenue on the deal close date and many businesses track important revenue values in properties other than the amount property. Customers need more flexibility in the way they forecast so that they can track all the outcomes that matter to their business.

How does it work?

Navigate to Reports > Forecast and click Create Forecast Type. Name your forecast and select the date and amount properties you’d like the forecast to measure.

Please note that amounts representing recurring revenue (MRR, ARR, etc.) will not recur over time. The revenue amount will be realized on the date indicated by the selected date property only.

You may also configure the default columns that will display when viewing a rep's deal table in forecasting. Click Finish. Then, go to your forecast or create a goal for your users and/or teams that will apply to your new forecast. When creating a forecasted revenue goal, you'll be asked which forecast type your goal should apply to. Goal attainment will then be measured by the amount property you selected for that forecast type. You'll need to create separate goals for each forecast type.

You can create and manage up to 5 forecast types, including the default sales forecast which cannot be deleted. You can switch between forecast types by clicking on the forecast name in the top left which will open up a dropdown with all your created forecast types.

To edit or delete a forecast type, click Actions > Manage forecast types > hover over Forecast Type Name > Actions > select desired action.

Inbound Calling for Aircall Customers

If you’re using Aircall in HubSpot, you can now receive inbound calls anywhere within HubSpot and navigate around while on live calls.

Using a third-party app that fully supports inbound calling offers the following benefits:

  • You can make outbound calls and answer inbound calls in your app of choice anywhere within HubSpot.
  • You can navigate around HubSpot while on live calls and access call records directly in HubSpot.
  • Outbound and inbound calls are automatically logged on the Call Index Page where you can take real-time notes and review a call after it ends.

How does it work?

To turn on inbound calling in their apps, third-party integrators must update their apps using the Calling Extensions SDK and complete a set of required steps that unlock the new functionality.

Aircall has completed some of the required steps and partially supports inbound calling.

As an Aircall user with access to inbound calling, you'll experience the following:

  • Aircall is shown in a separate calling window. You can use Aircall to make outbound calls and receive inbound calls anywhere in HubSpot, and you can navigate around HubSpot while being on a call.
  • Receiving an inbound call or making an outbound call won't bring the calling window into focus. You'll need to find the calling window to interact with it. This also applies when making outbound calls with Task Queues.
  • You may set Aircall to be your default calling provider from the Call icon on the navigation bar by clicking on Change provider and making a choice.
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