What are the main HubSpot updates for June 2025?
June brings meaningful improvements that solve real workflow problems. From a completely rebuilt AI assistant to better revenue visibility, these updates focus on reducing manual work and improving decision-making accuracy.
Here are 8 updates that caught our attention and could make a real difference for your team.
TABLE OF CONTENTS
- New Breeze Copilot Beta
- Deal Metrics Customization
- Mobile Inbound Calling
- Custom Objects for Zapier Associations
- Line Item Revenue Reports
- Phone Number Validation in Workflows
- Personalized Content from Lists
- Sync Custom Lifecycle Stages with Facebook Ads
- Conclusion
1. New Breeze Copilot Beta
What it is:
A completely rebuilt AI assistant with cutting-edge technology for smarter conversations and deeper insights.
Why it matters:
Complex questions get nuanced answers with better context understanding. The rebuilt architecture delivers faster, more reliable performance while providing advanced planning capabilities. This transforms how teams interact with their HubSpot data, making insights more accessible and actionable. Note that data is now stored for 30 days to enable more intelligent conversations, though HIPAA customers remain on the previous version.
How it works:
- Access Copilot from your main navigation as before
- Ask detailed, multi-layered questions about your portal data
- Identify the beta version by the updated animation with each response
Available for: All Hubs (All Tiers)
2. Deal Metrics Customization
What it is:
Customize the data well on deals index pages to display metrics most relevant to your business.
Why it matters:
Generic dashboards become personalized decision-making tools. Remove irrelevant metrics and create custom ones that align with your sales methodology. This eliminates information overload and helps sales teams focus on the data points that actually indicate deal health and pipeline progress.
How it works:
- Navigate to a deal view you own and click the gear icon
- Remove existing metrics or create new ones in the customization modal
- Set up primary and secondary metrics with different aggregation methods
Available for: Sales Hub (Professional and Enterprise)
3. Mobile Inbound Calling
What it is:
Answer incoming calls to your HubSpot numbers directly from the mobile app with full contact information.
Why it matters:
Remote work becomes truly seamless. See caller details before answering, record calls automatically, and log everything to your CRM without losing context. This eliminates the disconnect between desktop and mobile calling, keeping your sales process consistent regardless of location.
How it works:
- Go to calling settings and select "Ring in Mobile App"
- View contact name and company before answering calls
- Record automatically with AI-powered insights and note-taking capabilities
Available for: Sales and Service Hub (Starter and above) - Private Beta
4. Custom Objects for Zapier Associations
What it is:
Use associations with custom objects when building Zaps, expanding automation possibilities.
Why it matters:
Complex data relationships can now flow between HubSpot and other systems. This opens automation use cases that were previously impossible, allowing teams to sync sophisticated data structures across their entire tech stack. Better integration means less manual data entry and fewer synchronization errors.
How it works:
- Install or reconnect the Zapier app from HubSpot Marketplace
- Select custom objects from the dropdown when creating association triggers
- Build automations that include your custom object relationships
Available for: Enterprise Customer Platform, Marketing Enterprise, Sales Enterprise, Service Enterprise
5. Line Item Revenue Reports
What it is:
Analyze revenue based on line items using billing start dates instead of deal close dates.
Why it matters:
Revenue forecasting becomes accurate without custom objects or third-party tools. Track monthly recurring revenue from both closed and open deals, monitor performance by individual products, and identify revenue gaps before they impact operations. This gives sales teams the visibility they need for strategic resource allocation.
How it works:
- Navigate to Reports > Sales Analytics > Forecast & revenue
- View closed won recurring revenue by product
- Track potential revenue from in-progress deals
- Monitor monthly closed revenue broken down by product line
Available for: Sales Hub (Professional and Enterprise) - Private Beta
6. Phone Number Validation in Workflows
What it is:
Clean phone numbers automatically using a dedicated workflow action.
Why it matters:
Data quality improves without manual effort. Format phone numbers to international standards and append default country codes where missing. This ensures consistent, callable phone data across your entire database, improving both outreach success rates and reporting accuracy.
How it works:
- Search for "Format and validate phone number" in workflow actions
- Select a phone number property to format
- Optionally set a default country code for numbers missing one
- Add an Edit Record action to save the formatted output
Available for: Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise, Smart CRM Professional, Smart CRM Enterprise - Private Beta
7. Personalized Content from Lists
What it is: Turn contact lists into context for AI to create audience-specific content.
Why it matters: Account-based marketing becomes scalable. Use existing segmentation to generate content tailored to specific customer segments. This bridges the gap between broad marketing campaigns and personalized outreach, helping teams create relevant content without starting from scratch for each audience.
How it works:
- Navigate to CRM > Lists and find your target list
- Click More > Remix or Actions > Remix
- Provide a detailed list description for better AI context
- Select content types or use templates for consistent output
Available for: Professional Customer Platform, Enterprise Customer Platform, Content Pro, Content Enterprise - Private Beta
8. Sync Custom Lifecycle Stages with Facebook Ads
What it is:
Sync custom lifecycle stages from HubSpot directly to Facebook's Conversions API for better ad targeting.
Why it matters:
Ad optimization improves through precise customer journey data. Facebook gets better signal about your specific sales process stages, leading to more effective targeting and lower cost per acquisition. The Conversions API creates a direct connection between your marketing data and Meta's ad system, reducing costs by up to 19.2% for quality leads while improving measurement across the full customer journey. This gives you more control over data sharing and creates more reliable connections than the Meta Pixel alone.
How it works:
- Navigate to Marketing > Ads and click Create > Event
- Select Facebook as your ad network and choose your ad account
- Choose lifecycle stage change as the event trigger
- View and sync your custom lifecycle stages from your CRM
Available for: Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise
Looking Ahead
June's updates represent a clear focus on reducing friction in daily workflows. The rebuilt Copilot makes data insights more accessible, while enhanced revenue reporting gives sales teams the visibility they need for accurate forecasting. Combined with better mobile capabilities and improved automation, these features address the operational challenges we see most often with growing organizations.
These innovations align with our mission to make your business smarter. Whether it's automation, reporting, or CRM flexibility, we help you put these features into action strategically.
Want to see how these updates could support your operations? Let's talk.
About Elixir
At Elixir, we help commercial organizations thrive by implementing advanced HubSpot solutions that give you a 360° view of your customers.
Our digital business engineers reimagine your processes and systems to keep you a step ahead. Learn more.
Contact us to learn how HubSpot could work for your business.
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