July 17, 2025 HubSpot Updates - Auto-Suggested Tokens for Workflows and Record Cloning

HubSpot Platform Updates: Key Enhancements and New Features

  • 28 min

July 17, 2025 HubSpot Updates - Auto-Suggested Tokens for Workflows and Record Cloning

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show

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Explore the latest transformative updates and features introduced to the HubSpot platform, designed to enhance user experience and operational efficiency.

Revamped Login Experience for Enhanced Usability

On July 17th, HubSpot announced a significant overhaul of its login experience, now available in private beta. This redesign aims to streamline the login process, reducing the number of clicks required and remembering user preferences to enhance overall usability. The previous login experience was marked by design inconsistencies and dense content that led to user confusion and frustration. The new login page addresses these issues by offering a more cohesive and intuitive interface, making it easier for users to access their accounts confidently.

Sign up for the private beta to experience the new login process: Beta Request Link.

Unified Manual Scoring for Deals and Companies

A long-awaited feature, HubSpot has introduced unified manual scoring for deals and companies. This enhancement allows users with professional or enterprise sales subscriptions to score contacts, companies, and deals in one unified system. The feature aims to eliminate the fragmented nature of the previous scoring tool and provide a more streamlined approach to evaluating potential leads and opportunities.

To participate in the beta, users can sign up and expect approval within one to three days. Once enrolled, users can start utilizing the scoring app to input and evaluate data more effectively.

Explore the new scoring capabilities: Manual Scoring Details.

Streamlined Report Building with Guided Flow

HubSpot has introduced a guided report creation experience designed to simplify the process of building custom reports. This new feature offers a dedicated space to create reports from templates or using one of six report builders. The update organizes templates by business area and data type, providing clear guidance on which report builder best fits the user’s needs. This enhancement reduces the trial and error previously associated with report creation, enabling more efficient and accurate data-driven decisions.

Learn more about the guided report builder: Report Builder Information.

Auto-Suggested Tokens for Efficient Workflow Automation

In a private beta, HubSpot now offers auto-suggested tokens in workflow text fields. This feature automatically suggests relevant data tokens as users fill out text fields, simplifying the process of adding personalization to automated communications. By reducing the need to scroll through numerous properties, this enhancement aims to save time and improve the efficiency of workflow automation.

Participate in the private beta for auto-suggested tokens: Token Beta Details.

Simplifying Data Management with Basic Record Cloning

HubSpot has introduced basic record cloning, allowing users to create new records based on existing ones. This feature is available for contacts, companies, deals, and tickets. However, it’s important to note that the cloning process only includes properties and associations configured in the create form of the object. While this enhancement can save time and reduce manual input errors, users may need to adjust their create forms to fully leverage the cloning capabilities.

Learn more about record cloning: Record Cloning Information.

Community Insights and Strategic Context

During the announcement, hosts Chris Callan, Casey Hawkins, and George B. Thomas discussed the broader implications of these updates for the HubSpot community. They emphasized the importance of understanding user needs and the continuous effort to streamline processes and improve user experience.

For example, the new login experience is expected to significantly reduce the "login loop" issues previously encountered by users, making daily operations smoother. The unified manual scoring feature was highlighted as a major step forward, aligning data inputs across contacts, companies, and deals. Meanwhile, the guided report builder and auto-suggested tokens are seen as essential tools for enhancing data-driven decision-making and workflow efficiency.

The community is encouraged to participate in beta programs and provide feedback to help refine these features further. Engaging with these updates allows users to optimize their use of HubSpot and contribute to the platform's ongoing development.

Key Takeaways and Next Steps

The latest updates to the HubSpot platform introduce several key enhancements designed to improve user experience and operational efficiency. From a revamped login experience to unified manual scoring, streamlined report building, and auto-suggested tokens for workflows, these features offer significant value to HubSpot users.

To make the most of these updates, users are encouraged to:

• Sign up for relevant beta programs to access new features early.
• Adjust create forms to fully utilize record cloning capabilities.
• Engage with the HubSpot community to share feedback and insights.

By embracing these enhancements, HubSpot users can optimize their workflows, improve data management, and ultimately, drive better business outcomes.