Stay ahead with HubSpot's latest updates that streamline workflows and enhance team efficiency.
HubSpot Meeting Notetaker is a new feature in private beta that automatically records and transcribes your sales conversations. This intelligent tool seamlessly joins your Zoom, Google Meet, and Microsoft Teams meetings with external contacts, freeing your team to focus fully on customers instead of dividing their attention with manual documentation.
Sales reps can engage completely in customer conversations, building stronger relationships and uncovering deeper insights. Notes are automatically logged in HubSpot immediately after each call, providing valuable context for follow-ups and creating powerful coaching opportunities that drive team performance.
This feature is available for Sales Pro and Sales Enterprise tiers.
Admins can now configure custom terminology for HubSpot objects, aligning the platform with your existing business language. For example, deals can be labeled as 'opportunities,' making it easier for teams to adapt to HubSpot's workflow without changing their familiar vocabulary.
This update significantly reduces friction during onboarding by allowing teams to use familiar terminology, which can accelerate adoption and improve user experience. By making your HubSpot instance speak your business language, you'll streamline communication and enhance data consistency across teams.
All hubs and tiers.
You can now trigger workflows directly from the CRM card, automating repetitive tasks like updating records, researching leads, and logging activities with a single click.
This feature allows your sales and service professionals to focus on high-impact tasks that drive business growth by eliminating time-consuming routine work. By bringing automation directly to the record view, teams can maintain their focus and workflow without navigating to different areas of the platform.
Available to Marketing Pro, Marketing Enterprise, Operations Pro, Operations Enterprise, Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise.
Data sources in workflows now include sets of multiple associated records and records from the CRM based on property logic, giving you unprecedented flexibility in automation design.
This enhancement allows for more sophisticated actions across workflow types, such as updating marketing contact statuses in bulk, and using data from unassociated records that share a unique identifier. Your business processes can now be modeled more accurately in HubSpot, reducing the need for workarounds or external tools.
Available to Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise.
You can now embed a meeting calendar directly into CTAs, allowing visitors to book a time without leaving the page, transforming interested prospects into scheduled conversations instantly.
This streamlined booking process reduces drop-off rates and makes it easier to convert high-intent leads by eliminating friction in the scheduling experience. By keeping visitors on your page during the entire booking process, you'll see higher completion rates and more qualified meetings in your calendar.
Available for Starter Customer Platform, Professional Customer Platform, Enterprise Customer Platform, Content Starter, Content Pro, Content Enterprise, Marketing Starter, Marketing Pro, and Marketing Enterprise.
You can now add records to static lists directly from the actions dropdown within a list, streamlining the list management process and saving valuable tim
This feature eliminates unnecessary navigation steps by allowing users to add contacts to lists without leaving the list page. The improved workflow makes list management more efficient, helping your team maintain clean, targeted segments for more effective marketing and sales outreach.
All hubs and tiers.
Convert static lists to active lists while keeping the list ID and references intact, allowing for real-time updates without losing valuable data connections throughout your HubSpot instance.
This feature eliminates the need for time-consuming workarounds and ensures that list references in workflows, emails, and other automation remain consistent. Your marketing operations become more agile as lists can evolve with your segmentation strategy without disrupting existing campaigns.
All hubs and tiers.
Users can now customize deal insights to reflect the metrics most important to their business, allowing for faster, more informed decisions that align with your specific sales process.
Previously, deal insights were limited to a set of fixed metrics. With customization, your team sees exactly the data they need when they need it, leading to more relevant insights and better sales outcomes. This flexibility adapts HubSpot to your sales methodology rather than forcing your team to adapt their analysis to the platform.
Available for Sales Professional and Sales Enterprise.
The new Sales Workspace Dashboards provide a unified platform for pipeline generation and deal-closing activities, streamlining sales processes and boosting productivity across your team.
This powerful update addresses a common pain point for modern sales teams who juggle multiple tools and windows, offering guided actions, integrated deal management, and AI-powered assistance in one comprehensive view. By centralizing sales activities, your team can focus on selling instead of switching between applications.
Available for Sales Hub Professional and Enterprise users.
Breeze Content Agent allows you to create high-quality, on-brand landing pages with just a few clicks using HubSpot's sophisticated AI technology, dramatically reducing the time and resources needed for effective lead generation.
Creating engaging landing pages that drive high conversion rates has traditionally been difficult and time-consuming. Breeze Content Agent transforms this process by generating professional, conversion-optimized landing pages based on your input, freeing your marketing team to focus on strategy rather than implementation details.
Available for Professional Customer Platform, Enterprise Customer Platform, Content Pro, and Content Enterprise.
HubSpot's May 2025 updates deliver powerful tools that align perfectly with Elixir's mission to make your business smarter. These innovations streamline your operations, enhance team collaboration, and create a comprehensive view of your customers across every touchpoint.
Ready to transform these new features into tangible business results? Our digital business engineers can help you implement these updates strategically, ensuring they integrate seamlessly with your existing systems and processes.
Make your business smarter today. Contact our team to discuss how these Hu bSpot updates can be tailored to your specific business challenges and growth objectives.