December 08, 2025 Wake Up Customer Platform - Create Segments of your Quotes, Subscriptions, Invoices, Payments, and Payment Links

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December 08, 2025 Wake Up Customer Platform - Create Segments of your Quotes, Subscriptions, Invoices, Payments, and Payment Links

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

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HubSpot Updates: Enhancements in Search and Segmentation

Stay ahead with the latest HubSpot updates designed to improve search efficiency and segmentation capabilities. On December 8th, 2025, HubSpot unveiled significant enhancements aimed at refining user experience and bolstering functionality across its platform. These updates are set to streamline workflows for support teams and provide more targeted outreach strategies for sales and marketing teams.

This article provides an in-depth overview of these updates, detailing the new features introduced and explaining their impact on business processes. Readers will learn about the improved help desk search experience and the ability to create detailed segments for quotes, subscriptions, invoices, and payments.

Platform Updates Detailed

Improved Help Desk Search Experience

HubSpot has introduced a set of enhancements designed to make it faster and easier for support teams to find the tickets they need. The help desk search experience now includes a new search popover with pre-search filters that help narrow results before running a query, such as by closed tickets. It also includes an updated search results page that automatically reflects any filters applied, along with smoother search interactions.

Why It Matters: For high-volume support teams, finding the right ticket can often feel like looking for a needle in a haystack. These improvements address those challenges by reducing noise from the start, surfacing the most relevant results, and providing a more intuitive and predictable flow.

For more details, visit: Improved Help Desk Search Experience

Creating Segments for Quotes, Subscriptions, Invoices, and Payments

Users can now create segments of their invoices, quotes, subscriptions, payments, and payment links based on their properties and associated data. This feature allows for tracking and managing specific segments to create more targeted outreach strategies.

Why It Matters: This update helps users identify high-value invoices and contacts for priority follow-up, group similar quotes and contracts to streamline the sales process, and segment subscriptions by renewal date to plan retention campaigns effectively.

For more details, visit: Creating Segments for Quotes, Subscriptions, Invoices, and Payments

Key Takeaways and Next Steps

Enhanced Search Efficiency: The new help desk search features streamline ticket management for support teams, making the process more intuitive and efficient.

Targeted Outreach: Advanced segmentation capabilities enable more precise and effective sales and marketing strategies.

User Experience: These updates reflect HubSpot's commitment to continuously improving user experience and addressing customer feedback.

Implementation Guidance: Users are encouraged to explore these new features and integrate them into their workflows to maximize efficiency and effectiveness.

By staying informed about these updates, HubSpot users can leverage the platform's full potential to support their business goals. Stay tuned for more updates and enhancements designed to optimize your HubSpot experience.