The new HubSpot updates for April 2025

User time zones for scheduling marketing content and marketing index pages

What is it?

The 'User time zone' feature has been announced, the first step towards a seamless time zone experience in HubSpot. You can now set your preferred time zone for Marketing Content Scheduling (email, social media and SMS) and Marketing Index Pages. The goal is to extend this feature across the whole platform for consistent time zone experiences.

Why does this matter?

Customers active across multiple geographic regions, such as North America and Europe, often face challenges because users are located in different time zones. This can affect their ability to use HubSpot tools effectively. With the upcoming changes, HubSpot wants to improve the experience for teams with users in different time zones within the same account.

How does it work?

With this release, the way time settings are managed has been improved. By default, your time zone is automatically adjusted to your device's location. However, you can adjust this setting if needed. Here's how:

1. Adjust in app: Wherever the "User time zone" feature is available, you'll find a handy tooltip. Clicking it gives you a link to change your time zone. For this release, this feature is available on the marketing index pages for email, social media and SMS, as well as in the marketing content scheduling experience for these same platforms.
2. User preferences: You can also update your time zone from your user record by navigating to Preferences > Profile.

With these settings, all times shown on the marketing index pages and when scheduling marketing content (email, social media, SMS) reflect your chosen time zone, giving you a more intuitive experience.

Who gets it?

All hubs and editions

Forecast multiple outcomes using custom date and currency properties

What is it?

Admins can now create custom forecasts for their team that measure revenue based on any date property for the deal and any deal amount property that is marked as a currency field type.

Why does this matter?

Until now, customers could only forecast based on the deal amount and close date. But not every business recognises revenue exactly on the close date, and many businesses use fields other than amount to track their revenue. That's why customers need more flexibility to build forecasts that fit their way of working and the outcomes that matter to them.

How does it work?

Navigate to Reports > Forecast and click Create forecast type. Give your forecast a name and select the date and amount properties you want to measure.

Keep in mind that amounts representing recurring revenue (MRR, ARR, etc.) do not recur over time. The revenue amount is only recognised on the date indicated by the selected date property.

You can also configure the default columns shown when you view a rep's deal table in forecasting. Click Finish. Then go to your forecast or create a goal for your users and/or teams that applies to your new forecast. If you create a forecast goal, you'll be asked which forecast type your goal should apply to. Achievement of the goal is then measured against the amount you selected for that forecast type. You need to create separate goals for each forecast type.

You can create and manage up to 5 forecast types, including the default sales forecast, which cannot be deleted. You can switch between forecast types by clicking the forecast name in the top left, which opens a dropdown with all your created forecast types.

To edit or delete a forecast type, click Actions > Manage forecast types > hover overForecast type name > Actions > select the desired action.

Who gets it?

Customer Platform Professional, Customer Platform Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise

AI summarised campaign insights

What is it?

The newly embedded AI Campaign Summary on every Campaign Performance page makes generating insights and results faster and easier than ever. With just a glance you can:

• Quickly view the key metrics
• Effortlessly identify the best performing assets
• Instantly discover highlights and key takeaways
  
  

Why does this matter?

The Campaign performance page shows a large amount of insights. This new summary section lets you quickly process the key data, spot the best performing assets and easily uncover valuable takeaways.

How does it work?

The new Campaign summary section is located at the top of the Performance tab within each campaign. It offers the ability to:

• Refresh the insights whenever needed
• View a detailed summary of your campaign performance
• Ask specific questions for further clarification with Copilot

By sharing your feedback on these insights, you help improve them on an ongoing basis, making even more relevant and actionable information available in future.

Who gets it?

The Campaigns tool is available to Marketing Hub Professional and Enterprise users.

Note: To provide a summary, an admin must grant AI features access to portal data and Copilot must be enabled.

Guided execution of activities in the sales workspace

What is it?

The experience for completing sales activities in the sales workspaces has been redesigned, so sales reps can carry out their tasks more effectively by surfacing only the relevant context needed in a streamlined view.

Why does this matter?

Sales reps currently spend an excessive amount of time navigating between different parts of the CRM to carry out their daily activities. This improved task experience enhances the existing task-completion workflow by consolidating all the necessary information into one focused view. The refreshed interface reduces clicks and context switching, allowing reps to build pipeline or close deals more efficiently.

How does it work?

Navigate to the Sales workspaces and click an activity on the Summary tab. Instead of the previous task interface, you'll now see the new streamlined view with:

• Suggested actions in the left panel
• Relevant context cards for the action in the right panel

Users can consult the context cards or navigate to individual contact/account records for more detail, if needed

Who gets it?

This feature is available for Sales Hub Professional and Enterprise.

New modern marketing email templates

What is it?

Get ready for a major upgrade to your marketing emails. With this update, you get access to a variety of modern, high quality responsive email templates designed for common email marketing use cases, such as newsletters, webinars, product announcements, event invitations and promotions.

Why does this matter?

There's a refreshed library of email templates. You can quickly select and customise high quality templates, so you spend less time on design. Launch campaigns faster, seize marketing opportunities at the right moment, and deliver a flawless experience across all devices with our responsive designs.

How does it work?

• Navigate to Marketing > Email.
• Click Create email
• Select your email type > Regular or Automated
• A new library of templates appears, which you can drag and drop, organised into popular email categories.
  
  

• To preview your template, hover over the relevant template and click Preview
• To use a new template in your next email, hover over the relevant template and click Choose template

Note: After joining this beta, the new templates automatically appear in your template selection screen. The previous default templates are no longer available to choose from. All saved templates remain in place.

Who gets it?

All hubs and tiers

Prepare, review and follow up on meetings with the AI meeting assistant

What is it?

Every sales opportunity counts. HubSpot's new AI meeting assistant gives you one place to manage meetings with prospects, with pre-meeting insights to help you prepare, post-meeting summaries to share with attendees, and AI-driven guided actions to keep deals moving.

Why does this matter?

Sales success depends on making the most of every conversation. HubSpot supports you throughout the entire lifecycle of a meeting, so you go into a meeting well prepared and know exactly which steps to take during follow-up, increasing your chances of closing deals.

How does it work?

New meeting record:

The meeting record centralises all your meeting details, account insights and follow-up materials in one place, so you no longer need to switch between tools.

Guided actions show reps what to focus on next:

After the meeting, you receive AI-driven guided actions based on the meeting transcript.

These guided actions help you prioritise your follow-up activities:

• Send meeting summaries to attendees, so all parties are aligned on the key discussion points and takeaways
• Click the follow-up link to easily navigate to email, call or sequence options
• Create tasks or take immediate action based on points raised in the conversation

To access the new meeting record in HubSpot:

• Navigate to the Sales Workspace and click a meeting on the overview tab
• Click a guided action for preparing a meeting on the Sales Workspace overview tab
• Navigate to the Sales Workspace tab > Schedule and select a meeting record to view
• Click a "view record" button on a meeting activity card in the CRM timeline

The new meeting record contains two tabs:

• Info and insights: Your hub ahead of a meeting for attendee status, meeting details and conversation insights.
  • Meeting detail card for managing the description, attendees and timing. Insights include:
    • Internal notes: Private information visible only to HubSpot users with permissions
    • Prospecting agent updates: View previous interactions between prospects and your prospecting agent
    • Conversation topics: Potential pain points with recommendations based on industry data and previous interactions
    • Web page visits: Recent prospect activity to understand their interests
    • Recent activity: The five most recent interactions with attendees to keep you informed
• Recording and transcript: Your complete conversation record
  • Next steps:Follow-up points and recommended actions based on the conversation
    • Guided follow-up action: Navigate to email, call or sequence options to keep opportunities moving.
    • Guided actions for creating a task: Take immediate action or create future tasks based on discussion points
  • Meeting summary: a detailed AI-generated summary of your conversation, including specific topics that were discussed
  • View the recording
  • View the transcript of the conversation
    
    

Who gets it?

Customer Platform Professional, Customer Platform Enterprise, Sales Pro, Sales Enterprise