January 12, 2026 HubSpot Updates - Conditional Scoring with "and" for Lead & Health Scores

  • 26 min

January 12, 2026 HubSpot Updates - Conditional Scoring with "and" for Lead & Health Scores

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

Play

HubSpot Updates: January 12, 2026

HubSpot released eleven platform updates on January 12th, 2026, with a strong focus on admin capabilities, scoring improvements, and service hub enhancements. The updates include mobile notification management, conditional scoring with "and" logic for both lead and health scores, buying groups for Service Hub, video engagement segmentation, quote custom properties, and Data Agent web research functionality.

This article details each update discussed on the January 12th episode of Wake Up Customer Platform, including availability status and implementation guidance.

Platform Updates Detailed

Delete or Mark Notifications as Read on Mobile

HubSpot mobile users will be able to manage their mobile notifications in the Notification Center more efficiently by selecting one or multiple notifications to either mark as read or delete them in bulk. This feature is currently in development and will be available across all hubs and tiers for both iOS and Android devices.

Why It Matters: Staying on top of notifications is crucial for mobile sales reps who rely on timely updates to move deals forward. This update gives reps greater control over their Notification Center, allowing them to quickly clear clutter and focus on the alerts that matter most. Users will need to download the latest version of the HubSpot mobile app from the Apple Store or Google Play store once the feature is released.

For more details, visit: Delete or mark notifications as read on mobile

Sunsetting the Process Guides Private Beta

The Process Guides private beta is being sunset on January 30th, 2026. HubSpot has spent the past few months reviewing feedback and beta performance and has decided to end the beta program. Process guides created during the beta will continue to function until January 30th, and no new customers will be approved into the beta.

Why It Matters: Users who created process guides should explore alternative solutions before the sunset date. Knowledge vaults and assistants in Breeze can provide similar functionality for enabling teams with access to process knowledge and standard operating procedures.

For more details, visit: Sunsetting the process guides private beta

Introducing Buying Groups for Service Hub

Buying groups brings critical relationship intelligence directly into HubSpot, giving customer success teams a shared working visual of key stakeholders that moves with the customer journey. Users can input buying group cards onto companies, contacts, and deals. This feature is currently in public beta and is available to Sales Hub Enterprise and Service Hub Enterprise customers.

Why It Matters: When working with large strategic accounts, teams need to be multi-threaded across the account. Buying groups help teams see the whole picture during sales-to-CS handoff, including who's in the group, who's calling the shots, and who will be influential going forward. This reduces churn by identifying missing connections, champions who have moved on, or weak relationships before they become roadblocks. It also helps identify expansion opportunities, as the first deal is never the last in a strategic account.

For more details, visit: Introducing Buying Groups for Service Hub

Conditional Scoring with "And" for Lead Scores and Health Scores

Users can now create conditional scoring rules using "and" that award points only when multiple criteria are met. This functionality is now available for both lead scores and health scores. Two types of conditional scoring are supported: cross-property criteria (fit scoring) and event-specific criteria (engagement scoring). Both features are currently in public beta.

Why It Matters: Previously, both lead scoring and health scoring only supported single-criterion rules. Users had to rely on workarounds using segment lists, list memberships, or workflow enrollment for conditional logic, which added friction and required leaving the scoring apps. Now users can create conditional scoring rules natively within both lead scoring and health scoring to capture compound qualifications for fit (job title and industry) and contextual signals for engagement (specific link clicks in specific emails), resulting in more accurate lead prioritization and account health assessment. One current limitation is that users cannot combine fit and engagement criteria in the same rule—users would still need a list or workflow for that use case.

Try this in your portal:

• Join Lead Score beta
• Join Health Score beta

Create Contact Segments Based on Percentage of Video Watched

Users can now build segments based on how much of a video a contact has watched. The new filter allows users to segment contacts using the highest percentage of a video they viewed, even across multiple plays. This feature is currently in private beta.

Why It Matters: Segmenting audiences by engagement level helps deliver more relevant messaging. This feature gives users more control over targeting by using real video consumption data rather than generic view events. For example, users can create a list of contacts who watched more than 75% of a product demo to identify highly engaged leads or ready-to-buy prospects. Users can also identify contacts who haven't watched a certain percentage of content to send reminder campaigns.

For more details, visit: Create contact segments based on % video watched

Quote Custom Properties

Users can now manage quote properties directly in data management, just like they do for contacts, companies, deals, and the 18 other native objects in HubSpot. This includes creating custom properties on the quote object that can be leveraged to personalize quotes or match business workflows in a familiar centralized interface. This feature is now live.

Why It Matters: Previously, quotes did not directly support their own custom properties. Now users can tailor quotes by inserting custom quote properties as personalization tokens, add custom properties to enrich quote workflows or reporting, and create rollup or sync properties on the quote from associated objects like deals, contacts, or companies. This simplifies quoting, improves data consistency, and enables richer automation and reporting.

For more details, visit: Quote Custom Properties

Persist Reply Editor Tab Selection in Help Desk

The Help Desk Reply Editor will stay on the tab that the user selects as they navigate between tickets, saving time and clicks. This feature is currently in public beta.

Why It Matters: Speed is a crucial part of any support rep's workflow, and tools need to be responsive and intuitive. Needing to manually click back to the Notes tab every time a rep pulls up a new ticket is frustrating and time-consuming. This update saves support teams precious seconds by persisting the user's tab selection within the Reply Editor of Help Desk. For reps who prefer to always start a ticket by leaving a note, they now just need to select the Note tab once, and every new ticket they navigate to will show the Notes tab instead of the Reply Editor.

For more details, visit: Persist reply editor tab selection in help desk

Send High Dollar Invoices with Partial Payments Enabled

Checkout now displays payment method limits for invoices with partial payments enabled, defaulting the payment amount to the maximum allowed per method and showing an error if the entered amount exceeds the limit. This feature is now live.

Why It Matters: Merchants issuing large invoices are frustrated when payment method limits prevent them from creating or collecting payments on a single invoice. This change helps merchants maintain a single invoice while allowing buyers to pay in multiple installments within permitted payment method limits, reducing confusion and failed payments. This is particularly useful when customers need to split payments across multiple credit cards due to credit limits.

For more details, visit: Send high dollar invoices with partial payments enabled

Data Agent: Web Research for Contacts

Data Agent can now browse the web to research contacts in your CRM and answer questions about them. This feature is currently in public beta.

Why It Matters: Users can now quickly gather up-to-date information about contacts without leaving HubSpot. This helps prepare for meetings with the latest context about a contact's activities, identify new conversation starters based on recent publications or news mentions, and understand a contact's career progression to tailor outreach. This feature extends beyond sales and marketing use cases—it's valuable for podcast hosts researching interview guests, content creators gathering background information, or anyone managing professional relationships.

For more details, visit: Data Agent: Web Research for Contacts

Key Takeaways and Next Steps

Conditional Scoring Revolution: The addition of "and" logic to both lead scores and health scores eliminates the need for workaround solutions using lists and workflows. Users should join the beta to test these features and provide feedback. Note the current limitation: users cannot yet combine fit and engagement criteria in the same rule.

Service Hub Enhancements: The combination of buying groups, persistent reply editor tabs, and ongoing Help Desk improvements demonstrates HubSpot's continued investment in service and support functionality. Service Hub Enterprise customers should explore buying groups for managing strategic accounts post-sale.

Video Engagement Data: The ability to segment contacts based on percentage of video watched opens new possibilities for targeted marketing and lead qualification. Users can identify highly engaged prospects or create re-engagement campaigns for those who haven't completed key video content.

Quote Management: Quote custom properties bring quotes in line with other CRM objects, enabling better personalization, automation, and reporting. Users should explore rollup and sync properties to connect quote data with deals, contacts, and companies.

Data Agent Expansion: Web research for contacts adds another layer of intelligence to HubSpot's AI capabilities, making it easier to maintain up-to-date context on professional relationships without leaving the platform.