On May 21st, HubSpot announced a series of platform updates designed to enhance user experience and provide more granular control over data management. These updates include new create and merge permissions, improvements to Breeze Copilot, redesigned CRM index pages, enhanced workflow search capabilities, and additional columns in the sales workspace deals table.
HubSpot has introduced new betas for create and merge permissions, providing users with more control over their data. Previously, any user with edit permissions could create new records, raising concerns about data hygiene and duplicate records. The new betas separate create and merge permissions from edit permissions, allowing administrators to control user access more effectively.
Before rolling out these permissions, it is advisable to discuss with your team who needs access to what features to ensure smooth implementation.
The Breeze Copilot feature has received a significant update, set for Summer 2025. This update is crucial for users opting into the private beta:
Though there is cautious optimism about this feature, it has the potential to streamline operations within HubSpot, reducing the need to switch back and forth to ChatGPT.
HubSpot has rolled out a redesigned CRM index page to make the user experience more intuitive and efficient. This update includes a streamlined user interface and new visualization types, enabling users to manage and action their data more effectively.
A detailed Loom walkthrough is available in the release notes, providing users with an in-depth look at the new features.
Searching for workflows has become easier with the latest update allowing users to search by workflow descriptions, not just names. This feature is especially beneficial for those who have created complex folder systems or elaborate naming conventions to keep track of their workflows.
Tip: Breeze-generated descriptions can be generic. Adding a human touch to these descriptions can enhance search results.
Two new columns have been added to the Sales Workspace deals table: "Next Meeting" and "Last Activity." These columns provide essential visibility into deal engagement.
These additions aim to help sales representatives manage their deals more effectively by keeping track of active conversations and ensuring timely follow-ups.
During the Admin HubSpot User Group (HUG), the discussion revolved around the challenges of managing duplicate records. The new create and merge permissions were highlighted as a significant step towards addressing these concerns. Additionally, the role of AI in permissions management was discussed, with an emphasis on the potential for AI to understand user behavior and apply appropriate permissions automatically.
HubSpot's latest updates offer a range of new features designed to enhance user experience and provide more granular control over data management. Key updates include:
These updates aim to streamline operations within HubSpot, making it easier for users to manage their data and workflows effectively. Users are encouraged to explore these new features and participate in the beta programs to fully leverage the capabilities of the HubSpot platform.
For more detailed information on these updates and to join the beta programs, please refer to the links provided in each section. Stay tuned for further updates and enhancements from HubSpot.