June 3, 2025 HubSpot Updates - Deal, Ticket, Service, Custom Object Record Cloning

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June 3, 2025 HubSpot Updates - Deal, Ticket, Service, Custom Object Record Cloning

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

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Stay informed with the latest HubSpot platform updates and enhancements unveiled in June 2025, designed to elevate your business operations.

Platform Updates Detailed

New Standard Sandbox with Deploy to Production

As of June 2, 2025, HubSpot has rolled out a new standard sandbox feature that includes a deploy-to-production option for enterprise users. This update allows users to safely define their CRM data model and orchestrate business processes using automations. Key capabilities include:

• Migrating to HubSpot from another CRM.
• Setting up data flows while building out your tech stack.
• Testing business automations like workflows, forms, lists, automated marketing emails, and CRM object definitions.

The new native deployment feature lets users copy supported production metadata and deploy changes directly to production, thereby eliminating the need to rebuild complex workflows twice.

Beta Request: Request beta

Basic Record Cloning: A Long-Awaited Feature

HubSpot introduces basic record cloning, a feature that allows users to create a new record based on an existing one. This update supports cloning for contacts, companies, deals, tickets, custom objects, appointments, listings, services, and courses. Key points include:

• Cloning deals with line items.
• Cloning contacts with associations.
• Cloning custom objects with all their relationships intact.

This feature saves time and minimizes the risk of errors associated with manual data entry.

Beta Request: Request beta

Breeze Customer Agent: Expanding Across All Pro Hubs

HubSpot's Breeze Customer Agent is now available across all Professional hubs, including Marketing, Sales, and Service. This AI-powered agent resolves over 50% of support conversations and can now assist throughout the entire customer journey. Highlights include:

• Learning from your website, landing pages, knowledge base, PDFs, and more.
• Automating fast, accurate, and helpful responses from the first touch to long after the sale.

Learn More: Learn more

Connected Apps: Enhanced Global and App Overview Pages

HubSpot has introduced a new and improved experience for managing and monitoring integrations within the platform. The updated global overview page and enhanced app overview pages offer:

• Centralized control and visibility.
• Health monitoring and proactive alerts.
• Troubleshooting tools.
• Easy access to learning and support.

This update aims to provide greater operational efficiency, data integrity, and value for your tech stack investment.

Join Beta: Join beta

Reports List: Introducing Grid View for Better Management

HubSpot now offers a visual grid layout for viewing reports, in addition to the traditional list view. Each report appears as a tile, showing key details like title, owner, last updated, and quick actions. This change aims to:

• Make it easier to scan and spot important reports.
• Highlight key report details at a glance.
• Provide a more visual, user-friendly experience.

Beta Request: Request beta

Community Insights and Future Directions

HubSpot's latest updates reflect a growing focus on enhancing user experience and streamlining business processes. The community has actively discussed these updates, particularly the sandbox deployment and record cloning features, which have been highly anticipated.

The expansion of the Breeze Customer Agent across all Professional hubs indicates a broader strategy to integrate AI more deeply into customer interactions. However, users are advised to ensure their knowledge bases and other resources are well-prepared to maximize the benefits of this feature.

Summary of Key Takeaways and Next Steps

HubSpot's June 2025 updates introduce several powerful features designed to improve efficiency and user experience. Key takeaways include:

• The new standard sandbox with deploy-to-production eliminates the need to rebuild workflows.
• Basic record cloning is now available, addressing a long-standing user request.
• Breeze Customer Agent is expanded to all Professional hubs, offering AI-powered support across the customer journey.
• Enhanced global and app overview pages provide better integration management.
• A new grid view for reports offers a more intuitive way to manage and view reports.

Users are encouraged to explore these updates and participate in beta programs to fully leverage the new features. For more detailed information and to request beta access, visit the provided links.

Stay tuned for more updates as HubSpot continues to innovate and enhance its platform to meet the evolving needs of its users.