HubSpot Product Updates for July 2026
July brought deep investment in Customer Agent coaching tools, a significantly expanded HubSpot connector for Claude, and a broad set of workflow, data model, and commerce improvements across the platform. Let’s dig into the highlights.
What’s New for Marketers
Instagram: collaborator tagging, DM file attachments, and social account reconnection
- Collaborator tagging: Tag up to three accounts on Instagram feed posts, Reels, and carousels; each tagged account can share the post to their own profile.
- File attachments in Instagram DMs: Send images, audio, PDFs, and video from File Manager when replying to DMs in Social Inbox; text and attachments must be sent as separate messages due to an Instagram API limitation.
- Social account reconnection preserves access settings: Reconnecting after token expiration now automatically restores the previous access setting instead of resetting it to “Everyone.”
Availability: Live for Marketing Hub Professional+.
Marketing email and forms: saved templates, per-email tracking controls, custom event personalization, and unpublish
- Managed saved email templates: A new Templates tab on the email listing page makes it easier to browse saved templates and create emails from them.
Available for Marketing Hub Free, Starter, Professional, and Enterprise. - Switch off tracking per email: A toggle in Setup lets marketers override global open and click tracking on individual emails; requires the “Override Marketing Email Tracking Settings” permission, which is off by default.
Available for Marketing Hub Free, Starter, Professional, and Enterprise. - Custom event properties in personalization tokens: Event-specific data like product viewed or video watched can be used as personalization tokens in automated and workflow-triggered emails, with fallback values supported.
Available for Marketing Hub Professional+. - Unpublish a form: Return a form to Draft status from the listing page, editor, or details page; the form stops rendering and existing submissions are unaffected.
Available for all hubs and tiers.
Campaigns and Marketing Studio: WhatsApp, multi-campaign asset association, and task kanban
- WhatsApp in Marketing Studio: Create, monitor, and connect WhatsApp messages to campaigns from one place.
- Associate assets to many campaigns: Emails, sequences, tickets, and other asset types can now be tied to more than one campaign simultaneously, improving attribution and reducing the need to clone assets.
- Task kanban view: Campaign tasks are now accessible via a new Manage tab with list and kanban board views.
Availability: Live for Marketing Hub Professional+.
Cleanup automation now deletes unused website and landing pages
Delete unused website and landing page drafts rather than archiving them; deleted content is recoverable from the Recycle Bin for up to 90 days, and existing cleanup policies need to be re-enabled after this update.
Availability: Live for all Enterprise hubs.
Lead scoring: AI-powered rule discovery and improved score history
- Discover AI rules: Browse AI-suggested scoring rules with confidence levels, then add them to a score in one click. Supports form submissions, page visits, email opens, workflow enrollments, CTA clicks, and more.
- Improved score history: Filter by last 30 days, 90 days, last year, or all time; engagement activity history applies to activity on or after June 1, 2026.
- View and Edit modes for scoring rules: A new View mode collapses rules into a readable natural-language summary of points, timeframe, frequency, and values.
Available for Marketing Hub Professional+, Sales Hub Professional+, Smart CRM Professional+.
Availability: Live for Marketing Hub Professional+, and Sales Hub Professional+.
What’s New for Sellers
Power Dialer: high-volume calling built into HubSpot
The Power Dialer lets reps work through large call lists with sequential dialing, configurable wrap-up time, and voicemail drop and skip.
Availability: Live for Sales Hub Enterprise.
Quotes and CPQ: template migration, quote rules, and brand support
- Quote template migration tool: Migrate Legacy Quote templates to Revenue Hub Quotes in one flow, generating an editable template and a migration report.
Available for Revenue Hub Professional+. - Quote rules: A rules engine enforces product compatibility, pricing limits, and quantity thresholds as reps build quotes, with Block or Warn outcomes; admins can test rules before enabling.
Available for Revenue Hub Enterprise. - Brands in quotes: Quotes automatically apply the correct brand logo based on the template, carrying through to buyer-facing emails, checkout, invoices, receipts, and contracts.
Available for Revenue Hub Professional+ (requires Brands Add-on).
Payments and Revenue Hub: self-serve billing portal, Stripe migration, and smarter payment links
- Revenue Hub Billing Portal: Buyers log in to view subscriptions and invoices, pay outstanding amounts, and update payment methods; set up under Settings > Tools > Portals > Billing.
Available for Revenue Hub Professional+. - Stripe to HubSpot Payments migration: Eligible Stripe merchants see an in-app modal walking them through migration to HubSpot Payments.
Available for eligible Stripe merchants in the US, Canada, and UK. - Payment link expiration and checkout limits: Set an expiration date/time and a maximum checkout session count on any payment link; the link deactivates automatically when either limit is hit.
Available for all hubs and tiers.
Deal approvals and sales workspace improvements
- Deal approvals: increased approver limit: Add up to 10 approvers to a deal pipeline approval process, up from 3.
Available for Sales Hub Enterprise. - Book meetings from the Schedule tab: Search for a contact, fill out meeting details, add attendees, and the meeting appears on the schedule without leaving the Sales Workspace.
Available for Sales Hub Professional+.
Conversation insights and calling controls
- Updated conversation summaries: Persona-aware templates add role-relevant context to call and meeting summaries, with editable fields and a Breeze Q&A bar for follow-up questions.
Available for Sales Hub Professional+, Service Hub Professional+. - Call recording settings per user/team: Configure recording rules per user or phone number under Settings > Call Setup > Call Configurations.
Available for Sales Hub Starter, Professional, and Enterprise; Service Hub Starter, Professional, and Enterprise.
What’s New for Support & Success
Customer Agent coaching: a closed-loop feedback system
- Insights and coaching panel: Click the AI sparkle icon on any Customer Agent response in Help Desk to open an insights panel showing the reasoning, sources, and context.
- Coaching opportunity: Help Desk rate reply: When a rep rates a Customer Agent reply, that rating surfaces as a coaching opportunity where admins can add a short answer, update guidelines, or update knowledge sources.
- Coaching opportunity: Live Chat thumbs down: When a visitor rates a response with thumbs down, the rating is captured in the Coaching Opportunities panel, linked to the full conversation.
- Inline feedback buttons in Live Chat: Thumbs up/thumbs down now appear inline below each Customer Agent message rather than as messages in the thread; feedback is recorded silently and visitors can change their rating.
- Images inline in short answers: Customer Agent can now include images from knowledge sources in short answers; images appear inline in live chat and email, and as separate bubbles in WhatsApp and Facebook Messenger.
Availability: Live for Service Hub Professional+ (and other Pro/Enterprise hubs where Customer Agent is available).
Customer Agent configuration: status tracking, CRM data in actions, and draft deployments
- Customer Agent Status Property: Four new statuses (Pending, Awaiting Human Assignment, Handed Off, None) show where a ticket stands in the agent-to-human handoff; they update automatically and cannot be manually edited.
- CRM contact data in Customer Agent actions: Map CRM contact properties to API request parameters so identified visitors’ data is automatically included in outgoing calls, without custom middleware.
- Save deployment configuration drafts: Save changes before publishing, keeping updates separate from the live agent until ready.
Availability: Live for Service Hub Professional+ (and other Pro/Enterprise hubs where applicable). Deployment drafts available for all hubs and tiers.
Help Desk: spam search, attachment visibility, routing via workflow, and custom automation messages
- Search in Spam: Search the Spam view using keywords or phrases, with results ranked by relevance and a snippet showing where the match appears.
- Improved attachments in thread view: Inline screenshots now surface as attachment tiles alongside file attachments, with email signature logos filtered out automatically.
- Routing rule: Use assignment workflow: Route incoming tickets into a workflow for assignment logic, enabling VIP routing, language-based assignment, or conditional AI vs. human handoffs.
- Custom ticket automation messages: Create custom messages for ticket-based workflows beyond the default templates; sendable regardless of marketing subscription status.
Availability: Live for Service Hub Professional+.
Live Chat: offline messaging, resizable widget, and live captioning in Help Desk
- Allow messages when unavailable: Per-state toggles in chatflow settings for Away, Outside Working Hours, and Max Capacity let you capture visitor messages when agents can’t respond.
Available for all hubs and tiers. - Resizable Live Chat widget: Visitors can drag widget edges to any size or toggle between compact and expanded views; HubSpot remembers each visitor’s preferred size.
Available for all hubs and tiers. - Live captioning and Live Call Assist with Breeze: Live captioning, a Breeze Q&A panel, and an integrated notetaker are now embedded in the Help Desk ticket thread for real-time AI insights.
Available for Service Hub Professional+.
Workflow-based routing: user availability conditions and skill-based assignment
- User availability statuses in workflows: Two new read-only user properties, hs_is_out_of_office and hs_is_in_working_hours, can trigger workflow conditions to auto-reassign tickets or route to Customer Agent after hours.
Available for Data Hub Professional+, Service Hub Professional+. - Rotate record by skill: A new workflow action assigns tickets to agents based on configured skills with round-robin, load-balanced, or random distribution.
Available for Service Hub Enterprise (requires Service seat; in ticket-based workflows only).
What’s New for Admins & Operations
Data model: centralized management and health monitoring
- Centralized Data Model Management: Under Data Management > Data Model > Manage, create, edit, rename, and delete custom objects; export properties and the object graph as an image.
- Data Model Health Check: A new Health tab flags issues including low fill-rate properties, duplicate labels, and unused associations across properties, objects, pipelines, and lifecycle stages; re-runnable after making fixes.
Availability: Live for all hubs and tiers.
Data quality: duplicate similarity scoring and bulk formatting fixes
- Duplicate similarity score: A new column shows how closely matched each duplicate pair is; filter by a minimum score. Default thresholds: contacts above 30%, companies above 80%.
Available for all hubs, Professional+. - Bulk accept formatting issues: New “Accept all” and “Reject all” buttons apply formatting suggestions to an entire filtered set; a confirmation modal shows changes and records affected before applying.
Available for Data Hub Starter, Professional, and Enterprise.
Workflow improvements: AI filing, templates, created records, embedded automation, and agent actions
- AI-powered Filing Agent for workflows: An AI agent in Account Cleanup suggests folder organization for unfiled workflows and applies suggestions in a few clicks.
Available for all Enterprise hubs. - Workflow templates in the Marketplace: Pre-built workflow templates based on common use cases are now available in HubSpot Marketplace.
Available for all HubSpot products at Professional+. - Use records created in a workflow: When a workflow creates a new record, that record and its properties can be used as the target or as data tokens in subsequent workflow steps.
Available for Smart CRM, Marketing Hub, Sales Hub, Service Hub, and Data Hub, Professional+. - Embedded workflows for Starter: Starter-tier customers can now access, create, and manage automations directly from Contacts, Companies, and Deals CRM index pages.
Available for all Starter hubs. - Run Agent Workflows action: A new “Run Agent” action triggers any Breeze AI agent within a workflow and feeds its output back into automation for record updates or downstream actions.
Available for Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM, Professional+.
CRM: expanded pipelines, higher property limits, and broader activity associations
- Expanded pipeline features for more object types: Appointments, Courses, Listings, Orders, Services, Users, and App Objects now support pipeline automation, the “control editing access” governance rule, and object tags.
Pipeline rules available for Professional+. Object tags for Starter and above. - Owner property limit increased to 250: The per-object-type limit for owner properties has been raised from 50 to 250, applied automatically for all customers.
Available for all hubs and tiers. - Increased searchable custom properties to 5: Global search now supports up to 5 custom searchable properties per object type, up from 3; configure which are indexed under Property Rules settings.
Available for Enterprise hubs. - Auto-association for activities across more objects: Automatic activity association settings now cover the Lead, Contract, Order, and Marketing Event objects; Meeting rules now also cover scheduling page bookings and synced external calendars.
Available for all hubs and tiers.
Sandbox improvements: clearer errors and smarter deploy wizard
Error messages during sandbox creation now identify the specific reason an asset failed to copy, and the Sandbox Deploy Wizard now shows Deployable and Not Deployable tabs for all new supported assets.
Availability: Live for all Enterprise hubs.
Import tracking and transactional SMS
- Import progress tracking: Imports now show real-time progress with current stage, percentage complete, and queue position; imports under 10,000 rows can move ahead if only the large-import slot is full.
Available for all hubs and tiers. - Transactional SMS 10DLC add-on: A Transactional SMS SKU is available as a monthly add-on for non-marketing or 1:1 messages, sendable to contacts who have opted out of marketing SMS.
Available for all hubs and tiers as a monthly add-on.
Reporting and Data Studio improvements
- Data Studio: column summaries, data gap filling, and 1:many rollups: A column summary shows aggregate stats; “Fill in data gaps” enriches incomplete records using HubSpot or Data Agent data; and 1:many rollups let you aggregate across one-to-many relationships.
Available for Data Hub Professional+. - Report drilldown refresh: Drilldowns now have a clearer title bar, a more prominent “Group by” option, a new “Drill into” option, and better-surfaced filters.
Available for all hubs and tiers.
What’s New for All Teams
HubSpot connector for Claude and HubSpot MCP server: major expansion
Most existing users will need to reconnect the connector to pick up new scopes.
- Conversations data access: Read-only access to conversations across live chat, team email, WhatsApp, SMS, Facebook Messenger, and custom channels; access respects existing HubSpot permissions.
Available for all hubs and tiers. - Expanded connector capabilities: New capabilities include leads read access, landing page creation and analytics, campaign management, marketing email analytics and creation, revenue objects including quotes (public beta), conditional property rules, and bidirectional write access. Claude Enterprise admins can restrict access to verified domains.
Availability varies by capability.
ChatGPT integration: sign in with ChatGPT and custom OAuth permissions
- Sign into HubSpot using ChatGPT: When initiating a connection from inside ChatGPT, HubSpot detects if the user is already signed in and completes the connection automatically.
- Customize optional data permissions for OAuth apps: Optional permissions are pre-selected by default; users can uncheck any before completing the install. Now applies to all OAuth apps, not just ChatGPT and Claude.
Availability: Live for all hubs and tiers.
Connected Apps: redesigned overview and app owner management
The Connected Apps page now has Overview, Insights, and Settings tabs, plus App Owner Management to assign and track responsibility per app, with a warning when deactivating a user who owns a connected app.
Availability: Live for all hubs and tiers.
Breeze Assistant: improved thread search and artifact sharing
- Improved thread search: Search all Breeze Assistant threads by title or message content, with highlighted snippets in results.
- Share Breeze Artifacts: Share HTML and Markdown artifacts with colleagues in the same portal; recipients view in read-only mode and can “Remix” to create their own editable copy.
Availability: Live for all hubs and tiers.
Mobile and CRM: conditional property logic, file uploads, and URL link text
- Conditional property logic on iOS and Android: Admin-configured conditional property logic now applies when editing CRM records in the mobile app, including follow-up fields and required field enforcement. Requires the latest app version.
Available for all Professional+ customers using the mobile app. - Mobile file property uploads: Attach images and files to CRM records from the mobile app with options to take a photo, choose from the library, or pick a file.
Available for all hubs and tiers (iOS and Android, latest app version required).
July’s updates reflect HubSpot’s push to close the loop between AI automation and human oversight, from Customer Agent coaching that turns every rep rating into an improvement queue, to the expanded Claude connector and deep CRM and workflow infrastructure investments.
Want to catch up on all the latest product updates? Log into your HubSpot account, click your account dropdown in the top right, and select “Product Updates” to see what’s new.