HubSpot Product Updates for August 2026
August brought a redesigned mobile app, expanded Customer Agent capabilities, smarter scoring, and more AI connector coverage. Let's dig into the highlights.
Table of Contents
What's New for Marketers
Buyer Intelligence and Intent Signals
- Company Surge Signals from Bombora: See which accounts are researching your category right now. Surge signals power workflows, segments, and scoring — no separate Bombora account needed.
- AEO Recommendations: Estimated Citation Lift: Each recommendation now shows a projected citation lift percentage to help prioritize by expected impact.
- Intent Signals in Your Language: Portals in non-English languages now receive signal names and descriptions in that language. One toggle in signal settings turns it on.
Availability: Buyer Intent for Marketing Hub Pro+. AEO for Content Hub Pro+.
Email and Brand Controls
- Email Frequency Caps by Brand: Set per-brand email frequency limits so individual brand audiences aren't over-emailed regardless of portal-wide caps.
- Brand-Specific Company Name in Buyer Emails: Transactional emails now display the brand's company name instead of the portal default — applies to subscription confirmations and payment receipts.
Availability: Email Frequency Caps for Marketing Hub Pro+. Brand-Specific Company Name for portals using multi-brand features.
Social and Creative Tools
- Send Claude Designs to HubSpot: Build landing pages in Claude Design using your HubSpot context, then push them to HubSpot as a draft to review and publish.
- Recommended Video Clips for Social Posts: The AI Clips panel now surfaces pre-generated clips from your video library, ready to drop into a social post.
- Configurable Social Account Expiration Notifications: Specify which users receive social re-authentication alerts instead of notifying all portal admins.
Availability: Social features for Marketing Hub Pro+. Claude Design integration requires a paid Claude plan.
What's New for Sellers
Pricing, Payments, and Collections
- Price Books: Define and manage product pricing in a central library. Price Books apply consistently across deals and quotes, with Breeze-powered import to skip manual data entry.
- AI-Prioritized Invoices and Collection Emails: Breeze ranks open invoices by revenue impact and drafts collection emails so you focus on the highest-value balances first.
- Breeze Assistant for Payment Links: Describe a payment link and Breeze drafts it in seconds. It handles the full lifecycle: clone, update, toggle discounts, activate, or deactivate.
- Remove Stored Payment Method: Delete outdated payment details from a contact or company record — no support ticket needed.
- Discount Codes Moved to Payment Links Settings: Discount codes now live under Payment Links settings where they're used. Existing codes migrated automatically.
Availability: Price Books for Revenue Hub Enterprise. Payment features require HubSpot Payments.
Sales Activity, Scoring, and Associations
- Improved Score History for Engagement and Fit: Score history now shows the exact activity or property change behind each update, with timestamps, decayed rules, and a
- Prospecting Agent Email Drafts in Activity Feed: When Prospecting Agent finishes a draft, a new activity appears in the rep's feed to review and send.
- Sequence Task Associations: Sequence tasks now auto-associate with contacts, companies, deals, and other objects following your existing association settings.
- Sync Recurring Meetings to HubSpot: Recurring external meetings with a CRM contact now sync to HubSpot automatically.
- Contract and Project Record Associations: Associate contract records with project records using custom association labels.
Availability: Score History for Marketing Hub Pro+. Prospecting Agent for Sales Hub Pro+. Sequence Associations for Starter+.
Mobile and Add-In Updates for Sales Reps
- New Mobile Home Screen for Sales Reps: The Action Feed surfaces a prioritized, AI-powered view of meetings, tasks, and follow-ups for the day, each with a next step one tap away.
- Passkey Login for HubSpot Sales Outlook Add-In: Passkeys are now supported in the HubSpot Sales Outlook Add-In, including devices where they previously weren't available.
Availability: Mobile Home Screen for Sales Hub Pro+. Passkey login for all Outlook Add-In users.
What's New for Support & Success
Customer Agent Coaching Opportunities
- Low CX Score: Conversations scoring in the Critical or Needs Review range are flagged automatically in the Coaching Opportunities panel.
- Conflicting Knowledge Sources: Surfaces when knowledge sources contain contradictory information on the same topic so you can resolve conflicts before they affect responses.
- Action Gap: Automatically analyzes conversations to surface actions Customer Agent needs but hasn't been configured to perform.
- Deployment Recommendations: Personalized deployment recommendations based on conversation volume, resolution benchmarks, and SLA data.
Availability: Service Hub Pro+ with Customer Agent.
New Customer Agent Capabilities
- Sends Payment Links: When a buyer signals readiness to purchase, Customer Agent picks the right payment link and sends it inline.
- Looks Up and Sends Invoices: Customer Agent finds invoices, explains the charges, and sends a copy with a checkout link in the same thread.
- Assign Any Conversation: Hand off any conversation to Customer Agent from the Help Desk or Inbox Ticket Owner dropdown, letting AI handle standard queries without leaving the workflow.
- New Actions Library: A searchable catalog of pre-built CRM, Workflow, and Shopify actions replaces the single-form setup, with Action Gaps surfacing missing configurations from live conversations.
- Cites Sources in Your Language (Automated Rollout): Citations now filter to match the language of each visitor's response, so users only see sources they can read.
- Crawled Website Sync Status (Automated Rollout): A new Pages column shows how many pages synced after a crawl, with per-page status and failure details.
Availability: Service Hub Pro+ with Customer Agent.
Customer Agent Reporting and Help Desk Updates
- Performance Reporting Update: Redesigned analytics give admins a cleaner view of agent performance, outcomes, and business impact with less visual noise.
- Source Usage Report Source Type Filter: Filter the source usage report by content type to evaluate each knowledge source category separately.
- Customer Agent Folder in Help Desk (Automated Rollout): A default folder with four pre-built views organizes Customer Agent tickets by status, sorted by longest wait — no setup required.
- Bulk Unmark Spam: Select and unmark up to 100 spam threads at once instead of handling each individually.
- New Filters for Threads: Reps can hide system messages and specific activity types from their thread view. Filters are personal and don't affect teammates.
- Improved System Messages: System messages are now compact chips showing who acted, when, and with relevant links inline — replacing full-width labels.
- OOO Labels in @Mentions: @mentioning a teammate in a Help Desk note now shows an OOO indicator if they're out of office — in the dropdown and on the posted note.
- Route Tickets by Skill in Workflows: A new Rotate Record by Skill action assigns tickets by rep skill inside ticket-based workflows.
Availability: Service Hub Pro+.
Team Performance, Scoring, and Knowledge
- Team Scorecard: Managers get KPIs, SLA compliance, QA scores, and CX scores by team and rep in one consolidated view with trend deltas.
- Improved Score History for Health Scores: Health score history shows the specific events and properties behind each change, with timestamps and a timeframe filter.
- Mobile Notetaker Extended to Service Hub: Service Hub Pro+ customers can now record meetings and use the post-meeting experience on mobile.
- AI-Assisted KB Category Translation: Translate KB categories using AI suggestions. Publishing is blocked when required translations are missing.
- Support Space in Customer Portal: The support area in customer portal is renamed Support Space as the portal expands beyond support tickets.
- Repeat Runs in Agent Builder Workflows (Public Beta): Control whether a record triggers a workflow once or every time it meets criteria — Agent Builder's re-enrollment equivalent.
Availability: Team Scorecard, Mobile Notetaker, and KB Translation for Service Hub Pro+. Repeat Runs in Agent Builder beta.
What's New for Admins & Operations
User, Access, and Identity Management
- SSO: Multiple Identity Providers: Configure HubSpot to support multiple identity providers in a single account, removing the one-IDP limit.
- Contact Owner Assignment Setting: Choose whether emailing an unassigned contact automatically assigns the sender as owner.
- Additional User Object Capabilities: The User object now supports associations, pipelines, and segments, on par with other CRM object types.
- Filtered User Properties: Limit user properties to specific teams so reps see a relevant list, not every portal user.
- Create CRM Index Views Permission: Control which users can create new CRM index views, reducing clutter across large teams.
- App Install Governance: Super Admins can approve apps, control who can install them, and restrict data permissions per app — including AI connectors.
Availability: SSO with multiple IDPs for Enterprise. App Install Governance for all portals.
Data Quality and CRM Integrity
- Increased Duplicate Pair Limits: Duplicate pair limits increased across all plans, up to 100,000 pairs per object for
- Smart Duplicate Handling in Multi-Object Imports: Multi-object imports now detect and deduplicate identical rows, reducing unwanted duplicate associations.
- Duplicate Management Exports in Audit Log: Exports from the duplicate management tool now appear in the central audit log under Data Management.
- Workflow Enrollments Preserve Main Record When Merging: The record you keep now stays enrolled in active workflows when you merge duplicates.
- Sandbox Creation Copies Team-Based CRM Views: Team and shared CRM views now copy from production on sandbox creation.
- Real-Time Table Updates in CRM: Index and record pages now reflect property changes as they happen — no refresh needed.
Availability: Duplicate limits vary by plan. Sandbox for Enterprise.
Billing, Limits, and Subscription Management
- Portal-Level Billing Settings: Manage invoice automation, proration, and collection defaults for all quotes and contracts in one place.
- Set Maximum Marketing Contact Limits: Super admins can set a hard cap on marketing contacts to prevent unexpected tier upgrades.
- Multi-Account Management: Expanded Eligibility: MAM is now available for any Enterprise subscription — not just Marketing Hub Enterprise.
- Credit Consumption Updates for Data Warehouse Syncs: Direct syncs from Snowflake, BigQuery, S3, Databricks, Azure Synapse, and Redshift no longer consume data studio credits — syncs with transformation still do.
Availability: Portal-level billing requires HubSpot Payments. MAM for Enterprise.
Routing, Calling, Properties, and Marketplace
- New Conversation Routing: Use Assignment Workflow (Automated Rollout): Inbox routing now includes a Use Assignment Workflow option that enrolls conversations into a workflow for advanced routing.
- Set Call Recording by Region: Configure call recording rules by region so compliance stays automatic across markets.
- Sequential Ring in IVR: Set the order in which reps are called in an IVR flow to improve answer rates.
- Manage App Object Associations with Workflow Actions: Association workflow actions now support app objects — create, update, or remove associations between app and CRM records from workflows.
- Property Documentation: Add data entry instructions and option descriptions to any property, surfacing guidance on record pages, at creation, and in column headers.
- Custom Link Text for URL Properties: Let users set custom link text on URL properties so records show meaningful labels instead of raw URLs.
- Shared Column Configurations in Segments: Set a shared column layout for a segment so all team members see the same columns.
- Marketplace Listing Update: Credential Broker Apps: Apps whose primary purpose is selling OAuth or credential storage will be removed. Apps using these tools internally are unaffected.
Availability: Calling features for Sales Hub or Service Hub Pro+. Workflow actions for Operations Hub Pro+.
What's New for All Teams
Breeze AI Capabilities
- Add Custom Context in Context Home: Add free-form text or upload files to give Breeze business-specific context for more relevant responses.
- Breeze Assistant Creates Downloadable PPTX Decks: Ask Breeze to build a deck and it generates a formatted, downloadable .pptx file.
- Edit Specific Text with Breeze in Emails: Highlight any part of an email draft and ask Breeze to rewrite just that section.
- Breeze in Global Search for Deals and Companies: Breeze now appears in Global Search results for Deals and Companies with a summary and suggested actions for the top result.
Availability: All HubSpot products. Some features require Breeze AI credits.
CRM Experience and Notifications
- Improved CRM Notifications in Email: Notification emails now include full context for mentions, assignments, stage updates, and association changes.
- @Mention Notifications Go to the Right Record: @mention notifications now link to the exact record, expanded to nine new object types including Contracts, Orders, and Subscriptions.
- Column-Level Filtering in CRM: Filter records by clicking a column header in any CRM table — no separate filter menu needed.
- Team Email Signature Improvements: Preview your signature before sending, add profile pictures and meeting links, and switch between personal and team signatures in the composer.
- Streamlined CRM Index Experience (Automated Rollout): The updated index view with cleaner navigation rolls out to all customers.
- Inline Report Descriptions on Dashboards: Report descriptions now appear on dashboard cards rather than behind a hover icon.
- Clearer Embed Options in Dashboards: Adding external content now shows three clear options — External URL, HubSpot Page, or Embed Code.
Availability: All hubs and tiers.
Mobile App Updates
- HubSpot Mobile App Redesign: All screens now use the updated design system with modernized visuals and full dark mode support.
- Breeze Enhanced Search on Android: Breeze and Global Search are combined into a single entry point on Android.
- Create and Iterate on Documents in Breeze Mobile: Breeze on mobile can generate documents, email drafts, and HTML pages in a canvas you refine from chat.
- Breeze Assistant Projects on Mobile: Desktop Breeze projects are now accessible in the mobile app with full conversation history.
- Mobile Calendar Access for All Users: Connect Google Calendar, Office 365, or Exchange in the mobile app — now available for all hubs and tiers.
Availability: iOS and Android. Calendar access for all tiers.
AI Connectors and Meetings
- HubSpot Connector for Gemini: Bring HubSpot data into Gemini to generate content and insights, then act on it in HubSpot.
- Updates to HubSpot Connector for ChatGPT: Now supports Contacts, Companies, Deals, Tickets, Notes, Tasks, and Meetings — query and create CRM records from ChatGPT.
- Updates to HubSpot Connector for Claude and Remote MCP Server: Now supports Contacts, Companies, Deals, Tickets, Notes, Tasks, and Meetings — query and create records directly from Claude.
- Meetings Calendar in Main Navigation: All users can now access a meetings calendar from the main nav under Sales > Calendar.
- Recorded Meetings No Longer Create Duplicate Call Records: Meetings recorded via Notetaker or video conferencing integrations now create only a Meeting record — no duplicate Call record.
Availability: AI connectors and Meetings Calendar for all hubs and tiers.