January 13, 2026 HubSpot Updates - Company Lifecycle Stage Properties

  • 35 min

January 13, 2026 HubSpot Updates - Company Lifecycle Stage Properties

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

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HubSpot Updates: January 13, 2026

HubSpot released thirteen platform updates on January 13th, 2026, with significant improvements to service hub functionality, lifecycle tracking, reporting capabilities, and email marketing controls. The updates address long-standing feature requests including multi-team support and company-level lifecycle properties.

This article details each update discussed in the January 13th episode of Wake Up Customer Platform, including availability status and implementation guidance.

Platform Updates Detailed

Company Lifecycle Stage Properties

Each lifecycle stage on the company object now has four new properties that track company progression through its lifecycle: date entered stage, date exited stage, latest time in stage, and cumulative time in stage. These properties mirror the lifecycle tracking capabilities previously available only on contact records.

Why It Matters: Company-level lifecycle tracking enables account-based reporting and workflow automation without relying solely on contact-level data. Teams can now track how companies move through sales processes, measure stage velocity, and automate actions based on time spent in specific stages.

For more details, visit: Company Lifecycle Stage Properties

Assigned Teams Are Now Editable in Help Desk

Users can now edit a ticket's assigned teams directly in the help desk workspace. Assigned teams can be changed from the about this ticket panel, inline from help desk table views, or through workflows using the rotate record to owner action. Only teams with at least one main team member with a service seat will appear as options.

Why It Matters: Previously, assigned teams could only be set automatically through routing, which meant misrouted tickets could appear in wrong spaces with no way to manually correct them. This update gives support managers flexibility to reassign work between teams as priorities shift and ensures tickets appear in the correct spaces for visibility and collaboration.

For more details, visit: Assigned Teams Are Now Editable in Help Desk

Support Multiple Main Teams for Full Functionality

Users can now be fully functional members of multiple teams in HubSpot with equal access to routing and workflows across all assigned teams. This addresses a long-standing limitation where users assigned to more than one team could only be full members of a single main team, leading to reduced capabilities and workflow friction for those working across regions or functions.

Why It Matters: This change removes artificial limitations for organizations with flexible and matrixed team structures, improving collaboration and ticket coverage. The update also ensures predictable and transparent routing behavior, eliminating confusion about which team members are included in assignment pools.

For more details, visit: Support Multiple Main Teams for Full Functionality

Formula Fields Update in Custom Report Builder

Formula fields can now be created directly in the custom report builder, allowing users to transform data with row-level calculations. The updated beta includes AI assistance to generate formulas quickly, common formula templates to start faster, and an expanded function library for more advanced calculations.

Why It Matters: Turning raw data into insights previously required working outside of HubSpot. Formulas remove that friction, enabling users to calculate values like conversion rates, adjusted revenue, or discounts without exporting to spreadsheets. The AI assist and templates make formula building more accessible to non-technical users.

For more details, visit: Formula Fields in Custom Report Builder

Turn Off Tracking Per Marketing Email

Users can now override global marketing email open and click tracking settings for individual marketing emails directly in the email editor, providing control over tracking on a per-email basis. This allows users to disable tracking for specific emails without changing account-wide defaults.

Why It Matters: This enables several important use cases that were previously impossible: sending internal newsletters without inflating marketing analytics, meeting regulatory compliance requirements for specific email types, conducting test campaigns without affecting overall metrics, and sending privacy-focused communications to sensitive audiences.

For more details, visit: Turn Off Tracking Per Marketing Email

Mobile Widgets and App Intents on Breeze Assistant Mobile App

Breeze Assistant now extends beyond the app screen with mobile widgets and app intents. Widgets enable users to ask questions, take pictures, access galleries and files, or dictate questions with a single click from the home screen. App intents allow users to launch Breeze Assistant for specific tasks instantly from iOS Spotlight or Android Shortcuts.

Why It Matters: These features make Breeze Assistant more accessible for on-the-go workflows, reducing the need to navigate through menus. Sales reps can create emails or pull customer insights while heading into meetings, and marketers can quickly generate content ideas with one tap.

For more details, visit: Mobile Widgets and App Intents on Breeze Assistant

Ask Breeze About Product Updates

Users can now ask Breeze Assistant questions about product updates and receive clear, relevant insights from anywhere in the app. Breeze Assistant surfaces the most relevant product updates and summarizes what users need to know, whether looking for what shipped today, what's coming next, or which updates matter most to their role.

Why It Matters: This reduces the time spent searching through product update emails or documentation. Users can ask questions in plain language and receive concise summaries tailored to their subscriptions, with direct links to learn more or take action when needed.

For more details, visit: Ask Breeze About Product Updates

Redesigned Marketing Event Record Page

The marketing events object now uses the standard CRM record page layout, including notes, timeline, and CRM cards. This brings marketing events in line with other CRM objects like contacts, companies, and deals.

Why It Matters: Users can now log notes, tasks, and calls directly on event records, view a comprehensive event timeline, customize record page layouts and displayed properties, and associate campaigns easily. This addresses the frustration of missing standard record page functionalities and improves overall usability.

For more details, visit: Redesigned Marketing Event Record Page

HubSpot Deal to Order Association with Microsoft Dynamics Sales Order Workflow

When a Microsoft Dynamics 365 sales order is created in HubSpot, either manually or through an automated workflow, the corresponding HubSpot deal will now be automatically associated with a HubSpot order. This new association unifies sales data between HubSpot and Microsoft Dynamics 365.

Why It Matters: This reduces repetitive data entry and ensures data accuracy across systems. Previously, sales orders created from HubSpot could only be associated with deals via an intermediary integration sales order, creating unnecessary complexity.

For more details, visit: HubSpot Deal to Order Association with Microsoft Dynamics

Sunset Rollout: Surveys Public API

Effective January 16th, 2026, HubSpot is ending the private beta for the surveys public API. After this date, API endpoints for creating, retrieving, and deleting NPS and CSAT custom surveys and responses will no longer be available.

Why It Matters: The product team is transitioning to a new survey editor and data model as part of improving the overall surveys experience. Because this new foundation differs significantly from the model used in the beta, existing API endpoints cannot be continued. This is a rare rollback of a beta feature to enable better long-term capabilities.

For more details, visit: Sunset Rollout: Surveys Public API

Inline Text Editing for Website and Landing Pages

Inline text editing for the Elevate theme allows users to click directly into text on the canvas and type, delivering a true WYSIWYG editing experience. A contextual floating rich text toolbar brings formatting controls directly into the canvas.

Why It Matters: Copy edits are one of the most common actions in the editor, yet editing through the left-hand side panel is often slow, confusing, and click-heavy. Inline editing removes that friction, making copy updates faster, more intuitive, and easier to do in context.

For more details, visit: Inline Text Editing for Website and Landing Pages

Object Prioritization in Import

The object selection step of import now calls attention to the objects users import most frequently. If a user is new to import, HubSpot highlights popular objects to help with initial orientation.

Why It Matters: Most customers routinely target two or three objects through imports rather than using the entire data model. By bringing frequently imported objects front and center, users can stop searching for objects and move on with their import more quickly.

For more details, visit: Object Prioritization in Import

Quote Custom Properties

Users can now manage quote properties directly in data management, including creating custom properties on the quote object itself. These properties can be leveraged to personalize quotes or match business workflows in a familiar, centralized interface. Additionally, modifying quote property definitions is now supported in the public API.

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.

For more details, visit: Quote Custom Properties

Key Takeaways and Next Steps

Account-Level Lifecycle Tracking: Company lifecycle stage properties finally bring account-based reporting in line with contact-level tracking. B2B teams should review their lifecycle stages and start building reports on company progression velocity, time in stage, and conversion rates at the account level.

Service Hub Team Management: The combination of editable assigned teams and multiple main team support removes long-standing friction points in help desk workflows. Service Hub users should join the beta for assigned teams and test how these changes improve ticket routing and team collaboration, especially for cross-functional support structures.

Advanced Reporting Without Spreadsheets: Formula fields with AI assist democratizes advanced calculations for non-technical users. Teams should explore the common formula templates and test AI-generated formulas for conversion rates, stage velocity, and custom metrics that previously required manual exports.

Email Marketing Flexibility: Per-email tracking controls enable new use cases that were previously impossible. Marketing teams can now run internal newsletters, privacy-focused campaigns, and test sends without polluting their analytics or changing global settings.

Mobile-First AI Access: Breeze Assistant's mobile widgets and app intents bring AI capabilities directly to the home screen. Sales and service teams should test these features for on-the-go workflows like pre-call research, quick content generation, and task management.