The new HubSpot updates from March 2025

Set the marketing contact status action available for all workflow types

Bounce detected (email deliverability)

What is it?

As a Breeze Intelligence user, you will see a new property on the contact called "Enriched email bounce detected", which lets you identify email addresses that may no longer be deliverable.

Why does this matter?

This helps you identify contacts with email addresses that may no longer be deliverable, so you can save marketing contacts and reduce your bounce rate.

If you now use Breeze Intelligence to enrich a contact, you will also see whether bounces have been detected for that email address. You can use this information to quarantine a contact, exclude them from future communication, or whatever best suits your email strategy.

How does it work?

When you enrich a contact, Breeze Intelligence will tell you whether a bounce has been detected for that email address. The "Enriched email bounce detected" property has the value "true" if HubSpot has detected bounces, and is empty if no bounces are detected.

Who gets it?

Breeze Intelligence Credits Small, Breeze Intelligence Credits Medium, Breeze Intelligence Credits Large

Edit or delete campaign UTM values

What is it?

You can now edit or delete campaign UTM values, giving you more control and more accurate reporting.

Why does this matter?

This new feature ensures accurate and up-to-date campaign UTM tracking, so you can make data-based decisions more easily and quickly.

By giving you full control over your UTMs, this feature helps maintain clean and reliable tracking, ultimately improving campaign performance and ROI.

How does it work?

Editing your campaign UTM value(s)

1. Navigate to Campaigns
2. Create a new campaign or select an existing one
3. In the Details panel on the left, find the Campaign UTM property and click the pencil icon to edit it.
4. Adjust the campaign UTM value and click Save at the bottom of the screen.

Deleting your campaign UTM value(s)

1. Navigate to Campaigns
2. Create a new campaign or select an existing one
3. In the Details panel on the left, find the Campaign UTM property and click Details.
4. In the Campaign UTM panel, hover over the UTM value you want to delete. Click Delete and confirm the action.

Important:

• Only secondary campaign UTM values can be deleted. To delete the default campaign UTM value, first update it with a new value, then delete the previous one.
• Deleting a campaign UTM value is permanent and will remove it from your account. Traffic associated with that UTM value will no longer be tracked.

Who gets it?

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

Improvements to workflow date delay

What is it?

Date property and Calendar date delays in workflows have been updated with more time options.

If you use these delays in a workflow, you can now:

• Use the time zone of the enrolled contact (contact workflows only)
• Use both the date and the time of a date-time property.

Why does this matter?

In workflow Date property and Calendar date delays, timing was always based on your portal's time zone. This meant you could not communicate with leads and customers as effectively as possible, especially if your business is multinational.

Now you can use the portal's default time zone or a contact's time zone to drive the timing of a workflow delay.

For example, you don't want to wish your customer on the other side of the world "Happy birthday!" at 9 pm their time.

Instead, you can now use the contact time zone option to ensure the well wishes happen at a time that makes sense for them, increasing the impact of this personal touch.

Date property delays are a great way to tailor a process to any unique situation. For example, create a task for your renewal manager if a deal's renewal date is in 30 days.

But until now, timing was limited to relative days, making them ineffective for time-sensitive tasks such as appointment reminders. With today's update, when you select a datetime property in the Date property delay, you can choose to use the time of the property itself. For example, you can delay until 1 hour before a customer's "Next appointment" and then send them a timely and effective text reminder.

How does it work?

In workflows, choose the Delay option in the action panel. Choose to base the delay on a calendar date or a date property. You will now see an option to choose the contact's time zone for the Time of day. Note: The Time zone option is limited to delays in contact workflows.

If you choose a date property, you can now choose to use the Time of day of the date property. If you choose this option, you can then set how many hours or minutes before or after the date and time the workflow should wait before moving to the next step.

Who gets it?

View unpublished custom workflow actions in developer test accounts

What is it?

Developers can now view and test unpublished custom workflow actions in their test accounts if the app is owned by their associated developer app account. Test accounts now reference the parent account when checking for owned applications.

Why does this matter?

Many external developers and app partners have struggled to test custom workflow actions before they were published. Previously, unpublished custom actions were not visible in test accounts. This limitation caused significant friction in the development process and forced developers to:

• Publish live, incomplete or experimental actions just to test them
• Create unnecessary workarounds, such as setting up a separate test app and test account just for testing, and then having to rebuild the real action in their main accounts.
• Deal with delays and inefficiencies when iterating on their actions

With this update, developers can now test unpublished custom actions. Since workaround solutions are no longer needed, this change enables faster iteration, better debugging and a more seamless development experience in test accounts before actions are rolled out to production.

How does it work?

If an account used for testing is associated with a developer app account, unpublished custom actions created in the developer app account will be visible in the test account's workflow editor.

Who gets it?

All products and tiers

Create lists more easily and faster

What is it?

New updates and features are being introduced that let you create lists more easily and faster.

Why does this matter?

Today, building your lists requires too many upfront decisions. In reality, naming your list, choosing custom properties and deciding whether the list should be active or dynamic are choices you should make after you have determined your ideal segment.

How does it work?

1. The new 'Create list' page streamlines your process. You are no longer asked for name, description, processing type or custom properties. Instead, you can quickly select the right object and even use AI for any standard object to help you retrieve the right criteria.

2. If you are an active list user, you can now click 'Quick create' to get started without having to go through the process above every time:

3. Whichever route you take, you will quickly end up on the list creation page, where you can:

• Change the name of your list to a default name
• Quickly change the object if you want to segment on a different data source
• Use AI to help you find the right filter
  
  

4. When you click 'Finish list', you can now:

• Choose the processing type
• Add a description and any custom properties that help you organise your lists.
• Set exclusions for lists or contacts you don't want to be part of this segment
• Set view/edit permissions for this specific list (Enterprise only beta)
  
  

Who gets it?

Sales Hub in Outlook Calendar (beta)

What is it?

The HubSpot Sales add-ins in Outlook now also work in Outlook Calendar. When you open an event that is synced with HubSpot, you can open the HubSpot Sales add-in and get the option to log in, add new contacts to HubSpot and get direct access to the meeting assistant.

Why does this matter?

Streamlines the meeting workflow by placing HubSpot's meeting capabilities directly in users' Outlook Calendar. Salespeople can stay focused on their meetings instead of having to switch between applications to access key meeting features.

• Direct access to meeting assistant features within Outlook Calendar (Sales Pro+ users)
• Quickly log meeting outcomes where you manage your calendar
• Immediate sync of all updates to HubSpot
• Easy activation via the existing HubSpot Sales Outlook add-in

How does it work?

To use this, you need to connect your calendar to HubSpot. For Outlook 365 users, go to Outlook Calendar and open an event that is already synced with HubSpot.

In the event, go to the add-ins toolbar and click HubSpot Sales. This icon may appear to the right of other menu options, but you can customise the toolbar to move it further left. This opens the HubSpot Sales add-in in the sidebar.

In the sidebar, users can log the outcome of a meeting, view existing contacts, add new contacts and open the meeting assistant (for Sales Pro+ users). All actions are updated in HubSpot and keep your data in sync.

Note: if you still don't see the add-in in Outlook Calendar, or if there are other issues, check that you are using the most recent version and restart Outlook.

Who gets it?

Meeting assistant in the Sales Workspace

What is it?

The meeting assistant in the sales workspace helps you prepare for meetings and handle follow-up tasks using AI-driven insights from your CRM data. This tool now supports call summaries from both HubSpot and Zoom.

Why does this matter?

Meeting preparation and follow-up are crucial but time-consuming steps in the sales process. The meeting assistant helps you:

• Access relevant customer information and conversation history in one place ahead of meetings
• Retrieve AI-generated meeting summaries to capture key points and action items
• Track and manage follow-up tasks more efficiently
• Reduce no-shows with automated attendance touchpoints

How does it work?

Go to the meeting assistant via:

1. Sales workspace > Guided actions for upcoming meetings
2. Sales workspace > the Schedule tab

For upcoming meetings, select a scheduled meeting to view the following:

• Attendee profiles and CRM records
• Recent interaction history
• Tech stack information
• AI conversation suggestions
• One-click tools to contact attendees who have not yet joined
  
  

For past meetings, click a completed meeting to:

• View AI-generated call summaries (for HubSpot calls and Zoom meetings)
• Access recommended follow-up tasks
• Generate follow-up emails based on the conversation
• Log meeting notes

Requirements for meeting summaries:

• HubSpot calling: Transcriptions must be enabled
• Zoom meetings:
  
  • Zoom integration must be installed
  • Recording and transcription must be enabled

Who gets it?

Add calls, emails and meetings to campaigns

You can now add 3 new asset types to your campaigns:

1. Calls
2. Emails
3. Meetings
   
   

Why does this matter?

Calls, emails and meetings are crucial touchpoints in a marketing campaign because they provide personal interaction, build trust and guide prospects through the decision-making process.

By adding them to a campaign, every interaction is tracked correctly and you can view everything for all channels within a single campaign.

How does it work?

Adding calls, emails and/or meetings to your campaign

1. Navigate to campaigns
2. Create a new campaign or select an existing campaign
3. On the Campaign details page, navigate to the 'Add assets' window by clicking the 'Add assets' CTA
4. Then select the Sales category
5. Click Calls, Emails or Meetings
6. Select existing assets from the list or create new ones
7. Once you have done that, click 'save'

Just as with other assets, you can also add these assets in the editors: when creating the email, scheduling the call or setting up the meeting, simply navigate to 'associated with 1 record' and select or create the campaign from there.

Measuring asset performance

Once your assets have been added to your campaign, you can find the asset in two places on the Campaign details page:

1. Assets 'tab': Here you can view calls, emails and meeting details, including name, status and notes.

2. Performance 'tab': This section helps you track the performance of your assets and their attribution to 'influenced contacts' and 'revenue' metrics:

• Sales call connected (attended)
• Sales email replied
• Sales meeting attended

Who gets it?

The campaigns tool is available for Marketing Pro and Marketing Enterprise users.

The respective assets are available for the following users: Sales Starter, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise.