What’s New in HubSpot? 10 Key March Updates

 

1. Breeze Prospecting Agent: Your AI Sales Development Partner

Perfect for: Sales Ops, Admins, Reps, and AEs working in account-based selling motions

Transform your target accounts from researched to reached out in minutes instead of days. This powerful beta feature researches companies and contacts in your CRM to understand their business needs and intent signals, then crafts personalized outreach at the optimal time.

Key features include:

• Multiple selling profile support
• Bulk agent account research
• Target accounts integration in the Sales Workspace
• AI email drafting from the Sales Workspace
• Agent-powered research and personalized outreach

How to Get Started:

1. Configure the agent with your selling information, preferred inbox, and CTA
2. Enroll companies manually through Target Accounts or the Sales Workspace
3. Choose autonomy level: semi-autonomous (you review before sending) or fully autonomous
4. Track performance in the Analyze tab

 

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2. HubSpot Home Page: Your Personalized Command Center

Perfect for: All HubSpot users across marketing, sales and service teams

Navigate to the right data quickly and take the next best action with HubSpot's redesigned Home page. This personalized dashboard makes you more efficient at navigating HubSpot, getting to your tasks quickly, and expanding the value you get from the platform.

Key features include:

• "Pick up where you left off" links to in-progress work
• "Needs your attention" notifications for approvals and errors
• Personalized recommendations for tools you should be using
• Data-driven suggestions for your next actions

How to Get Started:

Access the Home page by clicking the "Home" icon at the top of the global navigation bar.

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3. Sales Workspace Dashboards: Key Metrics at Your Fingertips

Perfect for: Sales reps, managers, and leadership teams

Keep your sales team informed without disrupting their workflow. This update brings customizable dashboards directly within the sales workspace, displaying your most important metrics without requiring reps to switch between tools.

Key benefits include:

• Instant access to performance data without leaving the sales workspace
• Leverages existing dashboards, eliminating the need to create new ones
• Enables admins to curate relevant metrics for their teams

How to Get Started:

1. Click on the "Add Dashboard" button in the Sales workspace
2. Select your preferred dashboard and update visibility settings
3. Click "Add Dashboard" to finish

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4. New Sidebar in the Marketing Email Editor: A More Intuitive Experience

Perfect for: Email marketers and content creators

The refreshed sidebar in the Marketing Email Editor improves accessibility and usability of key tools and features while introducing a new email contents tree for better navigation.

Key features include:

• Streamlined drag-and-drop modules, layouts, and saved sections
• New Email Contents tree showing all sections and modules
• Enhanced Template Design options for layout and styling
• Improved visualization of your email structure

How to Get Started:

Access the new sidebar next time you create or edit a marketing email.

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5. Smarter Campaign Goals Experience: Strategic Goal Setting

Perfect for: Marketing managers and campaign strategists

Set, track, and report on campaign goals with the new Campaign Goals Tracker. This redesigned experience offers a more sophisticated approach to goal management and reporting.

Key features include:

• 10+ default campaign goal templates (generate leads, reduce cost per contact, etc.)
• Customizable goal details and reporting frequency
• Clear target setting for campaign evaluation
• Tailored reports in the Performance tab

How to Get Started:

Navigate to the Campaigns Performance page, click 'set campaign goal' and follow the 3-step process.

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6. Phone Number Property Validations: Enhanced Data Quality

Perfect for: Data managers, sales teams, and international organizations

Ensure consistency and quality in your phone number data with new validation rules and default country code settings. This feature helps maintain data cleanliness and improves contact accuracy.

Key benefits include:

• E.164 format validation for international compliance
• Default country code assignment for numbers missing one
• Improved data consistency across your CRM
• Better calling experiences for sales teams

How to Get Started:

Navigate to Objects > Settings > Properties > Edit Property to configure validation rules.

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7. Improved Workflow Testing: Build With Confidence

Perfect for: Marketing operations, automation specialists, and workflow builders

Gain deeper insights into how your workflows will perform with enhanced testing capabilities. This update provides more clarity around enrollment eligibility, the path records take through your workflow, and how specific actions will work.

Key improvements include:

• Detailed breakdown of enrollment eligibility across all trigger types
• Visual representation of record paths through the workflow
• Clearer insights into branch decision-making
• Easy preview of marketing emails during testing

How to Get Started:

Click "Test" in the top right corner of any workflow and select a record to test.

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8. Updated Call Summaries: AI-Powered Call Intelligence

Perfect for: Sales representatives and customer success teams

Get more value from your recorded calls with expanded AI-generated call summaries. This update helps you quickly understand call context without listening to the entire recording.

New summary components include:

• Key notes extracted from the conversation
• Topics discussed during the call
• Next steps and action items
• Comprehensive call intelligence in an easy-to-scan format

How to Get Started:

1. Configure Conversation Intelligence settings (enable recordings and transcription)
2. Configure AI settings (toggle on customer conversation data and Copilot access)
3. Navigate to the Call index page to review summaries of recorded calls

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9. HubSpot In-meeting App for Google Meet: Seamless CRM Access

Perfect for: Sales teams, account managers, and customer success managers

Access and update HubSpot records directly from your Google Meet calls without switching windows. This integration helps maintain conversation flow while having all customer information at your fingertips.

Key capabilities include:

• Creating new contact records during meetings
• Associating meetings with relevant HubSpot records
• Adding notes to contact records in real-time
• Accessing HubSpot playbooks during calls

How to Get Started:

1. Install HubSpot's Google Meet integration
2. During a meeting, click the 'Apps icon' and select "HubSpot App for Google Meet"
3. Log in to your HubSpot account to access all features

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10. OpenAI Integration for Custom Workflow Actions: Tailored AI Automation

Perfect for: Operations teams, developers, and enterprise organizations

Connect your own OpenAI account to HubSpot to power AI-driven workflow actions with greater flexibility and control. This private beta integration allows you to use your OpenAI project API key for custom automation needs.

Key benefits include:

• AI workflow automation using your own OpenAI account
• Cost management through your OpenAI billing
• Unified app management in HubSpot
• Custom prompt configuration for workflow actions

How to Get Started:

This feature is in private beta. Apply through the form: https://forms.gle/NhYsaLTjtXqbcfWVA

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Looking Ahead

These March updates show how HubSpot keeps making business processes simpler and more efficient. Whether you're in sales, marketing, operations, or service, these new features give you the right tools to start your Q2 with confidence.