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. Podcast slide-in CTA template
2. Average Email Open Rate and Click Through Rate for Lists
4. Create Personalized Content from Lists
5. Website Tracking Code: Verify Installation
6. Generate calculated property formulas with AI
7. Validate and format phone number workflow action
8. Dismiss Knowledge Gaps Topics & Messages
9. Perform Bulk Action in Content Remix
How does it work?
1. Navigate to CRM --> Lists and select the 'Actions' dropdown and 'Edit columns'
2. Add columns 'Email Open Rate' and 'Email Click Through Rate'
3. Sort your lists based on Email Open Rate or Click Through Rate to view your top-performing Lists
Now you're ready to take the next best action on your top-performing Lists, like identifying lookalikes to expand your reach or continuing to communicate with contacts who are likely to engage with future emails! Conversely, you can identify underperforming lists, so you can optimize the list and improve future email performance.
What is it?
You'll now be able to create a new type of property to store URLs.
URLs are critical data for modern businesses. Some examples:
How does it work?
Objects<Settings<Properties
Create a property, and then select URL as the fieldtype.
You can specify a list of domains that should be allowed or blocked.
Click save.
When entering data "https://" will be automatically prepended to data entered in a URL property. Any data that does not fit a valid URL format will be prevented from being saved.
The values of URL properties will be shown as clickable links in the CRM.
Note: URL properties are not yet supported in Forms.
How does it work?
How does it work?
You can now use AI to generate custom equations for calculated properties.
Building a custom equation for a calculated property can be time-consuming. With this feature, you can simply describe what you're looking to calculate, and HubSpot will build a formula for you to test and modify.
How does it work?
Objects>Settings>Create property
Create a calculated property, then select Custom Equation as the calculated property type. Click Generate Formula and describe what you're looking to calculate.
You can test your formula with a sample output by clicking Test Formula.
You can now clean your phone numbers automatically and in bulk using a dedicated workflow action.
How does it work?
Automation>Workflows
You can add this action to a new workflow or edit an existing one. Select a trigger for your workflow.
When choosing an action, search for “Format and validate phone number” under CRM actions. Select a phone number property to format and validate.
Optionally, a default country code can be used to validate numbers without a country code. If valid, it'll be added to the number before saving.
Similar to the existing Format Data action, this action will validate the input as a phone number, but it will not be automatically saved to the record. To save the formatted and validated phone number, add an Edit Record action. Select the same property to edit as you did in the “Format and validate phone number” action. When choosing a value, select “Action outputs” as your data variable and then select “Parsed phone number output.”
When customer agent replies to a visitor with "I don't know," it groups those messages into Knowledge Gap topics so you can easily see where your agent needs further training. Now, you can dismiss entire topics or individual messages within a topic once they’ve been resolved or are no longer useful. This helps you:
This small update helps you stay focused by showing only what needs your attention. It gives you more control to manage your Customer Agent’s knowledge gaps with clarity and ease.
How does it work?
Note: If you dismiss all messages within a topic, the entire topic will be removed from the knowledge gaps table.
How does it work?
To perform bulk actions in content remix:
Introducing record cloning, users can now create a new record based on an existing record. Any of the properties and associations that are configured in the create form of the object may be included in the new record.
How does it work?
The clone functionality can be accessed from the records page's Actions dropdown menu for all CRM records: Contact, Company, Deal, Ticket, Custom Objects (enterprise only), Appointments, Listings, Services, and Courses.
The clone action starts the record creation process with properties and associations pre-filled from the source record.
No. In basic cloning, the cloned record includes properties that are customized in the record creator form. Users may edit the properties and associations before cloning the record.
When there are more than 50 associations for an association type, up to 50 associations are shown in the clone form, but all associations will be copied. In this case, the user may change the associations in the source or cloned record. They also have the option to clear the associations if they don’t want them cloned.
Whether the value of a property is cloned or not depends on the property:
Users must have permission to create records for the type of object being cloned.
The source record name is automatically captured in the cloned record's Record source detail 1 property.
Super Admins may monitor clone action in the Audit Log by setting the filters to the Category: CRM Object and the Action: Clone