On January 16, 2026, HubSpot released five platform updates focused on administrative efficiency, sales automation evolution, and data accuracy. The updates include a redesigned users management interface, the transition from smart data capture to smart deal progression capabilities, workflow automation for activity associations, help desk ticket creation improvements, and custom event deletion controls.
These updates address long-standing admin pain points around user management overhead, introduce configurable AI-powered deal progression tools, and provide organizations with better control over data quality and consistency across their CRM.
The users page has been redesigned with modern data table functionality including inline editing, bulk operations, customizable columns, saved custom views, enhanced quick filters, and the ability to export filtered views. Admins can now update user properties directly from the table without navigating to individual user records. The redesign includes optimized default views with total user counts for quick reference.
Why It Matters: The prior users page required dozens of repetitive clicks for basic tasks like updating user properties or adjusting permissions, particularly challenging for organizations managing users at scale. This redesign reduces administrative overhead by bringing the same modern table experience that exists elsewhere in the HubSpot CRM to user management workflows. Admins can now complete tasks like monitoring inactive users, bulk updating permissions, or filtering by specific criteria with significantly fewer clicks and navigation steps.
For more details, visit: Improved Users Table and Page
Starting in late January, the smart data capture beta will close and transition to a new private beta called smart deal progression. Eligible Sales Hub Pro and Service Hub Pro portals will be automatically enrolled. The new beta builds on smart data capture functionality and adds capabilities for integrated post-meeting workflows. Smart deal progression will suggest CRM property updates for deals based on call and meeting transcripts, enable admins to configure which CRM properties should be updated, surface high-value follow-up tasks like "send proposal" or "book next meeting," and notify reps when updates are ready to review via in-app email and CRM entry points.
Why It Matters: The original smart data capture beta provided AI-generated property suggestions but lacked admin control over which properties the system could update. Smart deal progression addresses this by allowing admins to configure exactly which CRM properties should be managed through the system, preventing unwanted updates while enabling reps to move deals forward more efficiently. The addition of follow-up task suggestions and notification systems creates an integrated workflow that turns conversation insights into actionable CRM updates and next steps.
For more details, visit: Smart Data Capture Beta Ending: Transitioning to Smart Deal Progression
The create association workflow action now supports associations to activity types including notes, tasks, meeting events, calls, emails, communications, and postal mail. This enables admins to automate activity association workflows that previously required manual rep action.
Why It Matters: Manual activity association is error-prone and frequently leads to incomplete records when reps forget to associate calls, meetings, or communications to relevant records. Automating these associations through workflows removes reliance on rep memory and creates more reliable, unified activity data across the CRM. This improves reporting accuracy, workflow trigger reliability, and provides a more complete view of customer interactions without additional manual overhead.
For more details, visit: Create Associations to Activities Using Workflows
In public beta, users can create help desk tickets by sending an outbound email from within HubSpot. The feature is accessed by clicking the plus icon in the help desk views sidebar, selecting "send email," and using the email composer that appears. After composing the message, users click "send and create ticket." In portals with AI settings enabled, AI generates the ticket's subject, description, pipeline, status, and owner based on message content. In portals with AI disabled, internal HubSpot tools populate these fields. Ticket defaults configured in object settings apply to any other required properties.
Why It Matters: This addresses support rep feedback requesting faster ticket creation methods to meet SLAs and respond to customers more efficiently. The feature streamlines the process by combining email sending and ticket creation into a single action, eliminating the need to manually create a ticket and then send a separate email. This is particularly valuable for support teams who need to quickly document and track customer interactions while maintaining communication flow.
For more details, visit: Send an Email to Create a Ticket in Help Desk
Individual occurrences of custom events can now be deleted in the event management tool, with a limit of 1,000 event occurrence deletions per month. Deletes are limited to the in-app experience and cannot be performed via API.
Why It Matters: Previously, custom events sent by mistake or during testing could not be removed from the CRM, affecting the accuracy of reports, segments, and workflows that relied on event data. This created trust issues with data quality and forced teams to work around test data pollution. The ability to delete erroneous event occurrences enables organizations to maintain accurate event data, which is foundational for reliable reporting and automation decisions.
For more details, visit: Custom Event Occurrences Can Be Deleted
Admin efficiency receives significant attention: Both the users table redesign and the smart deal progression admin configuration capabilities reflect HubSpot's focus on reducing administrative overhead and giving admins more control over platform behavior rather than forcing one-size-fits-all automation.
Data quality controls continue expanding: The custom event deletion capability and automated activity associations both address data accuracy and completeness, recognizing that reliable CRM data requires both the ability to remove errors and prevent gaps from forming in the first place.
AI capabilities evolve toward configurability: The transition from smart data capture to smart deal progression demonstrates HubSpot's recognition that AI-powered features need admin oversight and configuration options. Organizations implementing these tools should define clear property update rules and qualification criteria before enabling automated suggestions.
Help desk improvements target operational speed: The email-to-ticket creation feature prioritizes support team velocity, addressing the reality that faster ticket creation directly impacts SLA performance and customer satisfaction metrics.