June 23, 2025 HubSpot Updates - Buyer Intent View Permissions & Workflow Enrollment Lists

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June 23, 2025 HubSpot Updates - Buyer Intent View Permissions & Workflow Enrollment Lists

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

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Explore HubSpot's Recent Platform Updates and Enhancements

On June 23rd, HubSpot rolled out a series of platform updates aimed at enhancing user experience and boosting business efficiency. This article provides an in-depth look at these updates, including rollback and import capabilities, form automation notifications, recommended templates for dashboards and reports, workflow enrollment export, and the new personalized HubSpot home page.

Platform Updates Detailed

Rollback and Import Capabilities: Undo Property Changes with Ease

One of the most anticipated updates, currently in development, is the rollback and import feature. This new capability will allow users to undo property changes directly within the user interface, eliminating the need for panicked exports and manual reverts. Instead of exporting property history and reimporting data when unwanted changes occur, users will be able to use revision history to filter and revert property edits without ever leaving the UI. This feature is particularly crucial for protecting customer data and ensuring quick restoration of property values to a previous state, addressing inefficiencies in data management.

Learn More: Rollback and Import Capabilities

Notifications for Form Automations: Stay Informed and Efficient

HubSpot has introduced notifications for form automations, a feature that ensures users stay informed about the status of their form-level automations. Users can now receive alerts when forms aren’t enrolling properly or when automation needs review. This update aims to reduce the "blind mess" between forms and workflows by providing visibility into automation issues or unexpected changes. This feature is available for beta testing and promises to streamline lead generation processes for marketers.

Join Beta: Notifications for Form Automations

Recommended Templates for Dashboards and Reports: AI-Powered Insights

Creating meaningful dashboards and reports can be time-consuming, especially for users who often face a blank canvas. HubSpot addresses this challenge with AI-powered recommended templates for dashboards and reports. This feature introduces smart template recommendations in HubSpot's reporting experience, helping users find the most relevant dashboards and reports faster by suggesting templates based on their data and goals. This update is designed to make it easier to build impactful analytics tools without starting from scratch.

Request Beta: Recommended Templates for Dashboards and Reports

Export Workflow Enrollments into Lists: Simplify Your Data Management

HubSpot now allows users to export their workflow enrollment data into static lists directly from the workflows on Canvas Enrollment History panel. This feature streamlines the process of extracting, reviewing, and working with workflow enrollment data. Previously, users had to manually select each enrollment, compile the data in Excel, and then re-import a cleaned-up list. This update eliminates the inefficiencies and risks associated with manual data handling, making it easier to manage workflow data.

Learn More: Export Workflow Enrollments into Lists

The New Personalized HubSpot Home Page: Tailored for Your Needs

HubSpot's new personalized home page aims to provide a smart and relevant navigation and discovery experience. This dynamic page is personalized to the user's role and activity, helping users get to the right task and data as quickly as possible. It includes features like dynamic tasks, role-specific data, and smart navigation that learns from user behavior. This update ensures that HubSpot feels purposefully built for the user's core jobs, making them more efficient and enhancing their overall experience on the platform.

Join Beta: The New Personalized HubSpot Home Page

Community Discussions and Ecosystem Insights: Engaging with HubSpot Nation

Community engagement and ecosystem insights are crucial for continuous improvement and innovation in any platform. During the updates announcement, hosts Chris Carroll and George B. Thomas highlighted the importance of community feedback in shaping these new features. They discussed how users can drop comments and share their experiences, which helps HubSpot refine its offerings further. This collaborative approach not only enhances the platform but also fosters a sense of community among HubSpot users.

Key Takeaways and Next Steps

HubSpot's recent updates are designed to enhance user experience and streamline various processes within the platform. Key takeaways include:

• The rollback and import capabilities will allow users to undo property changes directly within the UI.
• Notifications for form automations will help marketers stay informed about their lead generation processes.
• AI-powered recommended templates for dashboards and reports will simplify the creation of impactful analytics tools.
• The ability to export workflow enrollments into lists will streamline data management.
• The new personalized HubSpot home page will provide a tailored user experience.

To explore these updates and join the beta programs, follow the provided links. Stay engaged with the HubSpot community to share your feedback and help shape future enhancements.