February 26, 2026 HubSpot Updates - New Actions and Limits added to Forms Simple Workflows

  • 20 min

February 26, 2026 HubSpot Updates - New Actions and Limits added to Forms Simple Workflows

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

Play

HubSpot Platform Updates: Forms Workflow Expansion, Approvals Redesign, and Meta Traffic Categorization

On Thursday, February 26, 2026, the Wake Up Customer Platform show covered four HubSpot platform updates spanning automation improvements, admin settings, the technology partner ecosystem, and traffic analytics. While a lighter batch in quantity, several of these updates address long-standing friction points for HubSpot users across tiers.

Today's updates include expanded capabilities for forms simple workflows, a redesigned approvals settings experience for enterprise customers, a new technology partner dashboard, and improved traffic categorization for Meta advertising.

Platform Updates Detailed

New Look for Approvals Settings

HubSpot has released an updated approvals settings experience, now available in beta for customers with Content Hub, Marketing Hub, Sales Hub, Service Hub, or Data Hub Enterprise. The redesigned interface makes it easier for admins to configure how approvals work across their account, with improved clarity around eligibility and setup. Customers on Professional or Starter tiers will not see any changes to their current settings.

Why It Matters: The new design reduces confusion and setup friction, helping teams get the right approval configurations in place faster and with more confidence. Notably, Commerce Hub is not yet included in this rollout.

Join beta: New Look for Approvals Settings

New Actions and Limits Added to Forms Simple Workflows

Forms simple workflows can now support up to three actions instead of the previous single-action limit. This update allows users to build more complete automations triggered by form submissions without needing to upgrade to or manage the full workflows tool. Simple workflows are primarily used in Starter hubs but are accessible across all tiers.

Why It Matters: The single-action limitation previously forced users to either rebuild automations in the main workflows tool or accept incomplete post-submission follow-up. With three actions now available, marketing teams and form managers can handle more of their automation directly from the form editor, reducing both complexity and the need for admin involvement in routine form follow-up tasks.

For more details, visit: New Actions and Limits for Forms Simple Workflows

Introducing the Technology Partner Program Dashboard

HubSpot has launched a new technology partner dashboard within the developer platform, providing an in-product view of partner status in the Technology Partner Program. From one location, technology partners can see their current tier (Partner, Rising, Leading, or Premier), understand what that tier represents, review requirements to maintain or advance, and access program resources and assigned partner manager contacts. Tier badges are visible to customers on app listing pages and in marketplace filters for Rising, Leading, and Premier partners.

Why It Matters: This dashboard brings self-serve clarity to the technology partner experience, making tier status, benefits, and progression transparent rather than requiring external communication. For the broader HubSpot ecosystem, increased transparency around partner tiers helps customers make more informed decisions when evaluating marketplace apps.

For more details, visit: Technology Partner Program Dashboard

Identify Meta as Paid Social Traffic

HubSpot now automatically categorizes web traffic with the UTM source "Meta" as paid social in traffic analytics. Previously, this traffic was categorized as "other," requiring manual workarounds to properly attribute Meta advertising performance. This change applies to new traffic going forward and does not update historical data.

Why It Matters: Meta is a major paid advertising channel, and proper categorization ensures traffic reports accurately reflect where visitors originate. Teams running Meta ad campaigns will now see that performance alongside other paid social traffic without needing custom workarounds, providing clearer insights into social ad campaign ROI.

For more details, visit: Identify Meta as Paid Social Traffic

Key Takeaways and Next Steps

Automation Accessibility Is Expanding: The forms simple workflow improvement represents a continuing trend of bringing meaningful automation capabilities to users across all tiers, not just Professional and Enterprise customers. Organizations should evaluate whether previously complex workflow setups can now be simplified using form-level automation.

Admin Experience and Reporting Accuracy Continue to Improve: Both the approvals redesign and the Meta traffic fix address long-standing friction points rather than introducing net-new capabilities. These quality-of-life improvements reduce the hidden costs of workarounds and misattributed data that accumulate over time in mature portals.

Ecosystem Transparency Benefits Everyone: The technology partner dashboard may primarily serve developers and integration partners, but the downstream effect of clearer tier visibility in the marketplace gives all HubSpot customers better information when selecting tools and integrations for their stack.