HubSpot Product Updates

October 2, 2026 By Carrie Gallagher

HubSpot Work Is Now Live in Public Beta

HubSpot has launched HubSpot Work, now available in public beta, and this is one of the more interesting product updates I’ve seen from them recently.

At first glance, HubSpot Work sounds like project management: projects, tasks, tables, documents, forms, and workflows.

But I don’t think the real story is that HubSpot is building another place to manage projects.

The real story is that they’re bringing the work your teams do around your CRM directly into HubSpot, where it can use the customer data that’s already there.

And with AI agents added to the mix, that opens up some very interesting possibilities.

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September 29, 2026 By Carrie Gallagher

HubSpot Just Made Conversation Data Searchable in Breeze Assistant

HubSpot has released a public beta that I think could be far more significant than it sounds at first glance: your HubSpot conversation history is now searchable in Breeze Assistant.

That includes emails, live chats, and messages associated with your customer conversations.

The important part isn’t simply that Breeze can search them. It’s what this makes possible for HubSpot users who have historically had very limited ways to analyze the actual content of their conversations.

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September 16, 2026 By Carrie Gallagher

HubSpot Custom Events No Longer Need a CRM Record. Here’s Why That Matters.

How a new HubSpot automation capability can connect external systems, streamline operations, and help teams respond faster.

HubSpot has introduced an update to custom events that opens up new possibilities for businesses using multiple systems to manage their operations.

As of September 15, 2026, custom events can be created without being associated with a CRM record. Previously, every custom event needed to be tied to an object, such as a contact, company, deal, or ticket.

With this update, businesses can use events occurring outside their CRM to trigger automation in HubSpot’s new agentic automation builder, even when those events aren’t associated with a particular customer.

That might sound like a small technical change, but it has some interesting practical applications.

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September 6, 2026 By Carrie Gallagher

HubSpot’s Customizable CRM Record Title Cards Are a Small Change With a Big Impact

HubSpot has rolled out a new public beta that lets admins customize the title card at the top of CRM records, and I think this is one of those seemingly small updates that is going to make a meaningful difference for teams with more customized HubSpot portals.

Until now, HubSpot determined which properties appeared in that prominent area at the top of a record. You could customize the cards underneath it, but the title area itself was largely fixed.

With the Customizable Title Card on CRM Records beta, admins can now add up to five custom properties to that space, so the information your team cares about most can be visible immediately.

And there are plenty of situations where that can solve a very real CRM problem.

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August 18, 2026 By Carrie Gallagher

HubSpot Revenue Agent: Why This New AI-Powered Collections Tool Matters

HubSpot has introduced a new beta that I think could be one of the more meaningful applications of AI inside the CRM for finance teams: Revenue Agent.

Revenue Agent is HubSpot’s new accounts receivable agent. It works across your open invoice portfolio, monitors which invoices need attention, creates personalized collections plans, sends reminders, listens for customer replies and invoice changes, and recommends or takes next steps throughout the collections process.

What makes this particularly interesting is that you do not have to invoice from HubSpot to use it.

If you use QuickBooks, your invoices can sync into HubSpot and Revenue Agent can manage collections against them. HubSpot also supports custom integrations with other accounting and billing systems, so the agent can work across invoices that originate outside of HubSpot as well.

As a HubSpot consultant, I think that’s a very important part of this update.

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