December 10, 2025 Wake Up Customer Platform - Line Item Associations to Custom Objects

  • 29 min

December 10, 2025 Wake Up Customer Platform - Line Item Associations to Custom Objects

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

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HubSpot Platform Updates: Enhancements and New Features

Stay updated with HubSpot's latest platform enhancements designed to improve functionality and user experience. On December 10th, HubSpot unveiled several new updates aimed at enhancing the overall efficiency and usability of its platform. This comprehensive overview will detail each update, outlining its features and the benefits it brings to users.

Platform Updates Detailed

Testing Customer Agents on Email

HubSpot's new email testing feature allows users to see exactly how their customer agents will respond to emails. This feature does not require an email channel connection, enabling users to preview the entire email conversation from the customer's initial question to the agent's response.

Why It Matters: Accurate and professional email responses are crucial as they are permanent and highly visible. This feature helps ensure that customer agents maintain a professional tone and provide complete answers.

For more details, visit: Testing Customer Agents on Email

Generating Preference Page URLs via API

HubSpot has introduced a public beta for generating secure URLs to manage preferences and unsubscribe pages for any contact in the CRM. This feature allows contacts to manage their email preferences directly from account settings or other authenticated areas without re-entering their email.

Why It Matters: This update enhances user experience by providing a seamless and personalized way for contacts to manage their email preferences, reducing friction and improving overall satisfaction.

For more details, visit: Generating Preference Page URLs via API

Associating Line Items with Custom Objects

In a move that many users have been waiting for, HubSpot now supports the association of line items with custom objects. This can be configured in the data model tool, allowing for more flexible data relationships.

Why It Matters: This update provides businesses with the ability to model complex data relationships more effectively, leading to improved data management and operational efficiency.

For more details, visit: Associating Line Items with Custom Objects

Controlling Acceptance in CPQ Quotes

Sales reps and admins can now hide the acceptance section in CPQ quotes when the print and sign method is selected. This feature allows users to mark quotes as signed manually from the quotes index page and sidebar cards.

Why It Matters: This update offers greater flexibility in using quotes for various purposes, such as proposals and contracts, without necessarily requiring a signature from buyers.

For more details, visit: Controlling Acceptance in CPQ Quotes

Personalizing Your Report Viewer

HubSpot's report viewer now offers more flexibility, allowing users to show or hide data and controls based on their needs. This update aims to make it easier for users to get the answers they need from reports without being overwhelmed by unnecessary information.

Why It Matters: Personalized report views enhance user experience by making data analysis more intuitive and accessible, leading to better decision-making.

For more details, visit: Personalizing Your Report Viewer

Key Takeaways and Next Steps

• Enhanced Email Management: The new email testing and preference page API updates streamline email management, ensuring professional communication and improved user experience.
• Improved Data Relationships: The ability to associate line items with custom objects provides more flexibility in data modeling, enhancing operational efficiency.
• Flexible Quote Management: The new controls for CPQ quotes offer greater versatility, allowing quotes to be used for a variety of purposes without mandatory acceptance.
• Customized Reporting: Personalized report viewers make data analysis more intuitive, leading to better and faster decision-making.

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