Release Notes: May Product Updates
May brought updates across AI, marketing, sales, service, commerce, and platform, with strong investments in Breeze Assistant capabilities, campaign flexibility, and expanding what teams can automate across the CRM. Catch up on all the product updates that went live this month.
Now Live
Breeze Assistant: more intelligence across more surfaces
Breeze Assistant picked up several capability upgrades this month, making it smarter and more useful for complex, iterative work. You can now get more accurate output, build richer deliverables, and manage CRM data, all without leaving the conversation.
- Focused clarifying questions: When Breeze needs a key piece of context before it can give a useful answer, it now surfaces a single interactive question card in the chat, with predefined options or a free-text field, so you get accurate output without a wall of questions upfront.
- Documents and canvas: Breeze can now create rich artifacts, including documents, email drafts, and custom HTML pages, in a dedicated canvas panel that opens alongside the chat. Refine through follow-up messages, browse version history, export as PDF, or send the email directly from the canvas.
- Advanced data visualizations: Ask Breeze for a chart in natural language, specify axes and data series, add annotations, blend in CRM and external data, and refine turn by turn, all inline in the conversation.
- Products: Ask Breeze to explain how a product is configured, create a new catalog item, or modify pricing tiers. Breeze shows a summary before saving anything.
- Email drafting: Email drafts open in the Breeze canvas for iterative editing, with version history, clipboard copy, or direct send, all without leaving Breeze.
Availability: Live for all hubs and tiers.
Breeze on mobile and in custom code workflows
Breeze reaches two more places where work actually happens: the HubSpot mobile app for reps on the go, and the workflow builder for teams that need custom code automation without writing it from scratch.
- Meeting Prep on mobile: Breeze automatically surfaces summaries of companies, contacts, and deals before your meetings, with suggested talking points, proactively appearing in the calendar widget on HubSpot Mobile Home. Available for all hubs and tiers.
- File Upload on mobile: Attach PDFs, images, and documents into Breeze conversations from your phone and ask Breeze to summarize, extract insights, or draft replies. Available for all hubs and tiers.
- Suggested Prompts on mobile: Ready-to-use queries surface based on what you are trying to do. Tap any prompt to run it instantly. Available for all hubs and tiers.
- Custom code workflow actions: Describe what you want a workflow action to do in plain language, and Breeze generates the full code with inputs, logic, and outputs, ready to review before saving. Test against a sample record from within Breeze before the action goes live. Available for Data Hub Professional or Enterprise.
AI connectors: Claude, ChatGPT, and GPT Image 2.0
HubSpot’s external AI connectors got meaningful upgrades this month, making it faster and more accurate to work with HubSpot data from the tools you already use, and improving the quality of AI-generated visuals inside HubSpot itself.
- Run analytical CRM queries in Claude: The HubSpot connector for Claude now uses a SQL-based retrieval method for faster, more accurate results on large datasets and cross-object queries. Claude writes and executes queries against your CRM, supporting aggregations, grouping, joins, and complex filtering, and returns computed results directly. Available for all hubs and tiers.
- Marketing and teams data in ChatGPT: The HubSpot connector for ChatGPT now supports campaigns and campaign metrics, landing pages, website pages, blog posts, team memberships, and user roles, all accessible via plain-language chat. Requires reconnecting your HubSpot account to grant the new permissions.
Available for Content Hub or Marketing Hub Professional or Enterprise. - GPT Image 2.0 for AI image generation: HubSpot’s AI image generation now runs on GPT Image 2.0, with meaningfully better text rendering within images, stronger prompt adherence, and more faithful edits that preserve visual details rather than regenerating from scratch. Available for Content Hub Starter or above.
- Multi-video stitching in the video editor: Add multiple clips to a video project, arrange them on the timeline, trim and edit each independently, and apply branding and captions across the full project. Frame-by-frame timeline previews and improved overlay editing controls are also included. Available for Content Hub or Marketing Hub Professional or Enterprise.
TikTok Lead Syncing and Ad Conversion Events
TikTok goes live with two connected features that close the loop between TikTok campaigns and your CRM, so leads flow in automatically and conversion data flows back out to improve targeting.
- TikTok Lead Syncing: When someone fills out a TikTok Instant Form, HubSpot automatically creates or updates a contact in your CRM in real time. Sync new leads only, or backfill from the past 90 days, and choose whether to enable synced leads as marketing contacts. Available for all Marketing Hub plans.
- TikTok Ad Conversion Events: Send CRM conversion data back to TikTok via the Events API, triggered by lifecycle stage changes or form submissions. TikTok’s algorithm uses this data to find more people like your best-converting leads, optimizing for actual business outcomes rather than clicks and views. Available for Marketing Hub Starter or above.
Help Desk: smarter routing, broader access, and AI-powered setup
Help Desk gets four updates this month that make routing more accurate, configuration faster, and access controls tighter, including capacity limits now available in Service Hub Pro for the first time.
- Smarter ticket capacity limits: Capacity limits now reflect active work rather than raw open ticket counts. Admins can exclude tickets based on pipeline stage or ticket age, so agents parked on waiting tickets don’t appear unavailable. Now available in Service Hub Pro, not just Enterprise.
- Help Desk Conversational Setup: A Breeze-powered assistant in Help Desk settings lets admins configure SLAs, ticket pipelines, and ticket defaults using natural language. Use pre-built quick actions or free-text prompts. The assistant asks for confirmation before applying any change, and the page refreshes in real time.
- Nested teams for default email: Admins can now select nested teams, not just top-level parent teams, when setting a default team email address in Help Desk.
- Restrict Help Desk email addresses: Only users with the Service Access permission can now select Help Desk email addresses as a From address when sending one-to-one emails from a record, preventing reps from accidentally sending from support addresses.
Availability: Live for Service Hub Professional and Enterprise.
Customer Agent: multiple brands, PDF attachments, and smarter handoffs
Customer Agent becomes more flexible and safer to deploy, with updates that address multi-brand organizations, richer visitor interactions, and more intuitive escalation controls, plus a cleaner chat experience for everyone.
- Multiple brands: Organizations can now create and configure a distinct Customer Agent per brand within a single portal, each with its own identity, brand voice, knowledge, and routing logic, with no cross-brand information or tone leakage. Requires the Brands add-on. Available for customers on Professional or Enterprise across supported hubs. Requires credits.
- PDF attachments: Visitors can now attach PDF files (up to 10MB) directly within a Customer Agent conversation. The file is immediately visible to both the AI agent and any human agent handling the conversation. Available for customers on Professional or Enterprise across supported hubs. Requires credits.
- Natural language handoff rules: Admins can write plain-language guidelines for when Customer Agent should hand off to a human, instead of maintaining keyword lists. Ready-made templates for common handoff scenarios are available to jump-start setup. Available for customers on Professional or Enterprise across supported hubs. Requires credits.
Customer success: Onboarding Plans and Customer Portal update
Two updates give customer success teams more structure for managing the post-sale relationship: one for running onboarding work inside HubSpot, and one that modernizes the customer-facing portal experience.
- Onboarding Plans: Customer success teams can now plan, execute, and track onboarding projects with structured tasks, milestones, and reporting directly in HubSpot. A new “Onboarding” pipeline is created by default for new Service Hub customers, along with five out-of-the-box reports covering stage distribution, time in stage, planned vs. actual timeline, status, and engagement.
- Customer Portal Experience Update: A refreshed portal design powered by HubSpot’s CMS, with improved search, sorting and filtering, and full conversation visibility. Migration takes about five minutes and carries over theme editor selections and ticket history. Once migrated, you can’t revert.
Availability: Live for Service Hub Professional and Enterprise.
Associate assets to multiple campaigns
You can now add the same asset to more than one campaign at a time, eliminating the need to clone assets for reuse and fixing fragmented attribution. A single asset now contributes revenue and influenced contacts across every campaign it’s part of.
Multi-association support is now live for landing pages, blog posts, website pages, SMS messages, podcast episodes, video, knowledge base articles, and case studies. A new Campaign Analyze tab also lets you compare multiple campaigns across reporting categories at once, with filters for campaigns and date ranges.
Availability: Multi-association for landing pages, blog posts, and website pages requires Content Hub or Marketing Hub Professional or Enterprise. Multi-campaign reporting requires Marketing Hub Professional or Enterprise.
Marketing email and automation updates
A busy month for marketing email, with more automation options, better export tools, a refreshed canvas, and several smaller updates across content, meetings, and survey workflows that reduce manual steps throughout the marketing cycle.
- Simple Workflows, simplified: A redesigned workflow experience in the Marketing Email editor with out-of-the-box templates and fewer clicks. Configure follow-up automations inline without leaving the editor. Available for Marketing Hub Starter or above.
- Email workflows object: Workflows can now be built based on the 1:1 email object, triggering automation from email events like email creation. This is for internal automation around email records, not for sending 1:1 emails from workflows. Available for Marketing Hub, Sales Hub, or Service Hub Professional or Enterprise.
- Export marketing emails to PDF and HTML: Export any marketing email as a PDF or HTML file from the editor or performance page, for stakeholder reviews, compliance archiving, or developer handoffs. Available for Marketing Hub Starter or above.
- Redesigned Marketing Studio canvas: New modes, a dock, snap to grid, and auto-layout help you stay focused on specific tasks without overcrowding the canvas. Available for Marketing Hub Professional or Enterprise.
- Multiple blog authors: Assign up to five authors to a single blog post and display all of them on your blog. Available for all hubs and tiers.
- Marketing event participation workflows: Workflow actions can now update a contact’s participation state to Registered, Attended, or Cancelled for manually created marketing events. Available for Marketing Hub, Sales Hub, Service Hub, or Data Hub Professional or Enterprise.
- Customize meeting confirmation emails: Customize the subject, title, body, image, and personalization tokens of the confirmation email sent when a contact books a meeting through your scheduling page. Available for Sales Hub or Service Hub Starter or above.
- SurveyMonkey surveys with automatic contact attribution: Embed SurveyMonkey surveys in HubSpot marketing emails with automatic contact attribution via a custom variable. No email field required on the survey. Available for all hubs and tiers.
Prospecting Agent Updates
Prospecting Agent gets easier to trigger from where reps already work, and HubSpot’s calling capabilities expand with Caller ID registration, new number availability across 15+ additional countries, and support for porting toll-free numbers.
- Enroll to Prospecting Agent from Gmail and Outlook: Enroll CRM contacts into Prospecting Agent directly from the HubSpot Sales Sidebar in Gmail, the contact profile card in the Outlook add-in, or the HubSpot toolbar when composing an email, without switching to HubSpot. Available for Sales Hub Starter, Professional, or Enterprise.
- Company recommendations in the daily digest: The Prospecting Agent daily digest now includes company recommendations. When the agent identifies a buying signal for a company you’re tracking, it surfaces the company, what triggered the recommendation, and suggested contacts, delivered each morning.
Available for Sales Hub Starter, Professional, or Enterprise.
Updates to Calling
- Caller ID for HubSpot Numbers (U.S.): Register a business profile to display your company name when calling prospects. Approval takes 2-3 business days, plus an additional 2-3 days for Caller ID approval. Available for Sales Hub or Service Hub Starter or above.
- New HubSpot Numbers in 15+ additional countries: HubSpot phone numbers are now available in Germany, Mexico, Malaysia, Luxembourg, Poland, and more, including new mobile number types in several markets. Available for Sales Hub or Service Hub Starter or above.
- Toll-Free Porting (U.S./Canada): Port existing toll-free numbers (800, 888, 877, etc.) directly to your HubSpot account to maintain branded numbers customers already recognize. Available for Sales Hub or Service Hub Starter or above.
Cleanup Automation for CRM records
Keeping your CRM clean just got easier. You can now automate the removal of outdated records across four object types, so stale data gets cleared on a recurring schedule without anyone having to do it manually.
Set a policy based on criteria like time since last update and eligible records are removed immediately when automation is first enabled. New records that meet the criteria are removed on the first of every month. Deleted records can be recovered from the recycle bin within 90 days. Navigate to Settings > Account Cleanup to configure each object type: Contacts, Deals, Leads, and Projects.
Availability: Live for Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM Enterprise.
Updates to Payments
Five updates give revenue and finance teams more flexibility to record, manage, and understand payment data in HubSpot, including new options that don’t require a connected payment processor at all.
- Create payment records without payment processing: Manually record external payments directly in HubSpot via Commerce > Payments, from a CRM record card, via import, or through a workflow, without connecting a payment processor. Available for all hubs and tiers.
- Multiple stored payment methods: Buyers can now store multiple payment methods per contact. Reps select from a dropdown of saved methods in the Invoices and Subscriptions editors. Available for all hubs and tiers.
- Custom refund reasons: Admins can create custom refund reasons to understand root causes, visible in payment history, the payment index, and exports. Available for all hubs and tiers.
- Credit memos with automated sales tax: Credit memos can now be created from invoices using automated sales tax, with tax automatically prorated based on the credited portion. Credit memo numbers are also generated automatically. Available for all hubs and tiers.
- Self-serve Stripe subscription migration: Migrate eligible Stripe subscriptions to HubSpot yourself, up to 1,000 at once, with HubSpot automatically pausing the original Stripe subscriptions to prevent double-billing. Requires a connected Stripe payments account. Available for all hubs and tiers with a connected Stripe account.
Quotes and sales documents
Quotes become more customizable for advanced teams, and packaging changes make core sales tools available to more users without requiring additional seats.
- Custom-coded modules for Quotes: Developers, admins, or solutions partners can now build custom, interactive, data-rich HubSpot CMS React modules embedded directly into quote templates or individual quotes, accessing CRM data, pulling from external sources, or providing configurable UIs for quote creators.
Available for Commerce Hub Professional or Enterprise. - Send quotes with email templates, tokens, and meeting links: The quote send flow now includes the same tools as HubSpot’s standard email composer: personalization tokens, saved templates, document and meeting link inserts, and an improved From dropdown for team inboxes. Available for Commerce Hub Professional or Enterprise.
- Sales Documents packaging simplification: Full Sales Document access is extended to core seat users, with the per-account document limit increasing from 5 to 5,000. Available for Sales Hub Starter or above.
- Email Templates and Snippets packaging simplification: Core seat users now have full access to all email templates and canned snippets without needing a Sales or Service Hub seat. The per-account template limit is increasing to 10,000. Available for Free, Sales Hub, and Service Hub accounts.
Reporting and dashboards
Reporting gets more data to work with, a cleaner interface, and better organization tools, making it easier to find what you need and build on it.
- Subscriptions event data in the Report tool: Subscription event data is now available in the Custom Report Builder under Communication Subscriptions, with fields for brand, source, status, channel, consent updates, and timestamp. Report templates are available in the report library under Marketing > Communication subscriptions. Available for Marketing Hub Professional or Enterprise.
- Updated Report Quick Edit and Filter interface: The report quick edit and filter interface on dashboards has been refreshed with a consolidated Summary section, unified controls, and a simplified sidebar, reducing clicks to find answers. Available for all hubs and tiers.
- Tags in Dashboards: Add, remove, and filter tags on dashboards, including bulk tagging and saved filtered views, to organize and locate dashboards faster. Each dashboard supports up to five tags. Available for Professional or Enterprise subscriptions.
Data, sync, and integrations
Several updates reduce the manual work of connecting HubSpot to external data sources, with smarter setup suggestions, automatic field mapping, and a new native integration with Google Drive.
- Data Studio enrichment updates: Enrich datasets with company and contact data directly inside the Data Studio builder, making enrichment a first-class action rather than a side step. Available for Data Hub Professional or Enterprise.
- Auto-generate custom field mappings in Data Sync: Click “Generate mappings” when configuring a sync to get automatically suggested field matches based on semantic analysis, reducing the manual work of mapping dozens of custom fields. Available for Data Hub Starter or above.
- Object recommendations for spreadsheet apps: HubSpot now analyzes your table and column names from Airtable, Smartsheet, Monday.com, Kintone, or Notion and recommends which HubSpot object to sync your data to. Available for all hubs and tiers.
- Shopify App update: product variants sync: Product variants (different sizes, colors, etc.) now sync into HubSpot as individual records tagged as Variant and linked to their parent product, enabling more accurate cart, order, and campaign analytics at the variant level. Available for all customers using the HubSpot-built Shopify app.
- New Google Drive app: Connect personal drives, shared drives, folders, and files to any CRM object type. Attach Drive documents from the record right-side panel, generate Breeze-powered overviews for Docs, Slides, and PDFs, and automate Drive file management through workflows. Available for all HubSpot customers. Workflow automation requires Professional or Enterprise.
WhatsApp, Slack, and communication updates
HubSpot expands how you can use WhatsApp and Slack alongside the CRM, and adds two updates that reduce maintenance overhead for bulk subscription management and Customer Agent knowledge sources.
- WhatsApp Coexistence: Use the WhatsApp Business app and HubSpot Inbox or Help Desk simultaneously on the same WhatsApp Business number. Messages sync in real time across mobile, web, and desktop, with no primary device logout required. HubSpot backfills the last 180 days of conversations on connection. Available for Marketing Hub Professional or Enterprise.
- Slack App: customize HubSpot link previews: Control which properties appear when HubSpot links are shared as previews in Slack, and edit supported CRM properties inline from the preview. Changes save back to HubSpot automatically and respect existing permissions. Available for all hubs and tiers.
- Bulk Action Completion Notifications for Communication Subscriptions: When you bulk edit communication subscriptions for a large contact list, HubSpot now sends a completion notification when the action finishes, reducing resubmission and duplicate changes. Processing speed has also been improved. Available for all hubs and tiers.
- Domain Crawler for Imported URLs in Knowledge: When adding a public URL as a knowledge source for Customer Agent, enable automatic crawling of up to 5,000 pages linked from that domain, with path-level controls to include or exclude specific sections. Pages refresh weekly automatically. Available for HubSpot Credits customers on Professional or Enterprise.
Mobile improvements
The mobile app closes several gaps with the desktop experience this month, making it a more reliable tool for reps who live in the field and need accurate data on the go.
- Mobile Conversations Inbox migration: The Conversations Inbox in the HubSpot mobile app has been rebuilt as a fully native implementation on iOS and Android, replacing the previous React Native build. Delivers smoother scrolling, faster loading, and lower battery drain, and ensures continued availability in the Google Play Store. Available for all hubs and tiers.
- Custom CRM Object Names on mobile: Custom names admins set for default CRM objects on desktop, like renaming Deals to “Opportunities,” now appear everywhere in the mobile app, including navigation, record headers, and related property labels. Available for all hubs and tiers.
- Mobile List Views mirror desktop: Mobile list views now display the same properties configured in your corresponding desktop table view, up to 20 columns from the left. Reordering columns on desktop automatically updates mobile. Available for all hubs and tiers.
- Auto-Fill Company Details from the Chrome Extension: When you visit a company website not already in your CRM, the Chrome Extension surfaces enriched company data in the sidebar and auto-fills the creation form when you click Add Company. Available for Marketing Hub, Sales Hub, Service Hub, Content Hub, or Operations Hub Starter or above. Free users see a limited preview.
Sandboxes get more complete
Four updates make standard sandboxes more faithful to production environments, so what you test actually reflects what you’ll ship.
- Email footers and subscription types: Both are now automatically copied from your production account when you create a new sandbox, so end-to-end email testing doesn’t require manual rebuilding.
- Custom email template support: Automated marketing emails using custom templates or custom modules are now copied on sandbox creation, along with their dependent workflows, lists, and forms.
- Teams and record customizations: Team-based record customizations are automatically copied to new sandboxes, enabling user acceptance testing with team-specific layouts and real production configurations.
- Sandboxes roadmap visibility: View upcoming sandbox asset support and betas directly from Settings > Sandboxes via the megaphone icon, and share feedback on which unsupported asset types matter most.
Availability: Live for Enterprise across Commerce Hub, Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM.
Admin, governance, and CRM updates
A range of admin and governance improvements give teams more precise control over access, data quality, and how work moves through HubSpot, covering everything from brand permissions to the Tasks app.
- Brand Settings Permissions: Dedicated view and edit permissions for Brand context give Super Admins precise control over who can manage brand assets without exposing unrelated account settings. Existing users with “Edit Account Defaults” are automatically migrated. Available for all hubs and tiers.
- Recordings and Transcription Settings: A new consolidated settings page manages recording and transcription controls for Notetaker and supported video conferencing integrations (Zoom, Google Meet, Microsoft Teams) in one place. Available for Sales Hub or Service Hub Professional or Enterprise.
- New operators for conditional property logic: “Is known,” “any of,” “not equal to,” and “is none of” are now supported in addition to “is equal to,” enabling smarter, more flexible data quality rules across your CRM. Available for Professional or Enterprise across supported hubs.
- Share Individual Activities: Calls, meetings, emails, tasks, and notes can now be shared with specific users and teams from the Actions dropdown on any activity, giving precise collaboration access without broad visibility. Available for Enterprise across supported hubs.
- One-Click Approval Reminder: A bell icon in the Approvals panel lets requesters nudge approvers directly without chasing them in a separate channel. Available for Content Hub or Marketing Hub Enterprise.
- Tasks App Refresh: The Tasks app has been rebuilt on the CRM framework with table, board, and Gantt views, richer filtering, and a customizable Task Pipeline with Task Stages, making tasks consistent with the rest of the CRM. Available for all hubs and tiers.
May’s investments run deep across nearly every part of the platform. Breeze became more capable and more accessible, from document creation and data visualization to mobile meeting prep and custom code generation. Campaigns became more flexible with multi-asset association. TikTok graduated from beta to fully live. And foundational improvements across sandboxes, Help Desk, reporting, and mobile show continued work on making the platform more accurate, more configurable, and easier to govern at scale.
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. May 2026 Product Updates