On Tuesday, March 3, 2026, the Wake Up Customer Platform show covered thirteen HubSpot product updates spanning form management, email logging, CRM record layouts, workflow history, and account cleanup tools. The batch includes several updates available across all hubs and tiers, as well as notable improvements for Enterprise approval workflows and Pro+ CRM experiences.
Highlights include the ability to unpublish HubSpot forms, a new contact creation option through email logging rules, redesigned company and contact record defaults, Outlook alias support for CRM email sending, and expanded customization for account cleanup policies.
Currently in development with a scheduled release date of March 10, 2026, this update allows users to add a due date to approval requests so approvers know exactly when a decision is needed. This feature relates to approvals for Content Hub Enterprise and Marketing Hub Enterprise.
Why It Matters: Approvals without deadlines often stall, creating bottlenecks that delay content launches and campaign timelines. Adding a due date sets clear expectations and helps teams hit launch dates without last-minute escalations.
For more details, visit: Add a Deadline to Approval Requests
Now live, admins can configure whether HubSpot should automatically associate a ticket with its associated contact's primary company. The default behavior automatically creates this association, but admins can now disable it to manage company associations manually instead.
Why It Matters: This setting gives admins more control over how tickets connect across objects, improving data accuracy for organizations where the default auto-association does not align with their business structure. Many teams have relied on workflow-based workarounds using matching properties to manage these associations, and this native toggle simplifies that process.
For more details, visit: Configure Ticket to Primary Company Auto-Association
Now in public beta, users can send emails from the CRM using aliases of their connected Microsoft Outlook account. Previously, Outlook users who wanted to send from an alias had to use the Outlook app directly and manually configure BCC logging, which prevented them from leveraging HubSpot functionality like sequences and bulk enrollment.
Why It Matters: Organizations with multiple brands, product lines, or departments often need team members to send from different email addresses tied to the same account. This update removes the friction that previously forced Outlook users outside of HubSpot to use their aliases, bringing them back into the CRM for full functionality.
For more details, visit: Send from Outlook Aliases
Users can now exclude weekends when using time between calculated properties. Weekends are defined as 12:00 AM Saturday through 11:59 PM Sunday based on the account's time zone. This option is available when creating or editing a time between calculation property.
Why It Matters: For teams that operate on a business-day schedule, weekend hours have historically inflated time-based metrics like response times, resolution times, and internal SLAs. This update provides more accurate reporting for operational and service metrics without manual adjustments.
For more details, visit: Exclude Weekends from Time Between Calculated Properties
A redesigned approval settings experience is now available for Enterprise hubs. Customers with Content Hub, Marketing Hub, Sales Hub, Service Hub, or Data Hub Enterprise will see the updated approval settings page, which offers a clearer and easier configuration experience. Professional and Starter tier customers will not see changes at this time.
Why It Matters: The new design reduces confusion and setup friction so teams can get the right approvals in place faster. It is worth noting that the update does not yet include Commerce Hub approval settings, which have been a frequent topic of discussion in the HubSpot community.
For more details, visit: New Look for Approvals Settings
Now in beta for Service Hub Professional and Enterprise users, support reps can snooze tickets in Help Desk to temporarily hide them from views and return to them later. A note on the current status: the "snoozed by user" property is currently unavailable for new views or filters while snooze improvements are in development, though existing views and filters using this property are not affected.
Why It Matters: Support agents frequently juggle multiple tickets of varying urgency. Snooze provides a single-click way to temporarily clear lower-priority tickets from the workspace, helping reps stay focused on what needs attention right now while ensuring nothing falls through the cracks.
For more details, visit: Snooze Tickets in Help Desk
Currently in development with a target date of March 23, 2026, contact and company records will receive redesigned default views with a new layout. The update introduces new default tabs including Catch Up (featuring smart CRM cards powered by Breeze with intelligent summaries and suggested next steps), About (strategic context), Activities (unified timeline), and Revenue (financial data). Additional improvements include enhanced CRM record timeline filtering across all objects, a dedicated Overdue Tasks section, and new customization options for the middle column including collapsible sections and side-by-side card positioning.
Why It Matters: The redesigned layout reduces clutter and highlights the most important information so teams can find what they need faster. The Breeze-powered smart CRM cards provide early alerts and clear next steps, while the improved activity timeline offers faster, more intuitive navigation for daily CRM work.
For more details, visit: Improved Company and Contact Record Defaults for Pro+ Customers
Now live, users can revert workflows to a previous version using revision history. If a change does not work as expected, users can quickly restore an earlier revision and continue building from there. A notable limitation: webhook and custom code actions are not included in the revision history at this time.
Why It Matters: Workflows often evolve over time, and even small edits can have downstream effects. This update provides a safety net for accidental deletions, unintended edits, and configuration mistakes, giving workflow builders more confidence when iterating on complex automation.
For more details, visit: Revert to Prior Revision in Workflows
Available in private beta across all hubs and tiers, a new contact email logging rule setting automatically creates new CRM contacts from incoming emails to connected personal accounts. Previously, personal connected email accounts could only log emails from existing contacts. This behavior was only available through team email channels connected to the inbox or help desk in Service Hub.
Why It Matters: Teams that want every inbound email to create a contact record automatically have historically needed to set up a team inbox or help desk channel to achieve this behavior. This update removes that workaround, making automatic contact creation available from personal connected email accounts across all subscription tiers.
For more details, visit: Contact Email Logging Rules: Create New Contacts from Logged Emails
Available in private beta, account cleanup now allows users to create custom filters for cleanup policies in addition to the existing unused and last modified time criteria. Users can tailor cleanup policies to their specific needs using custom filters based on asset properties.
Why It Matters: Custom filters give admins the ability to protect important assets from unintended deletion while still automating routine cleanup. For example, a page that is rarely accessed but serves an essential purpose, such as a privacy policy, could be excluded from cleanup through custom criteria rather than requiring manual intervention each time.
For more details, visit: Customize Criteria in Account Cleanup
Available in private beta across all hubs and tiers, users can now unpublish HubSpot forms. This functionality works with both the legacy form editor and the new editor. Previously, once a form was published, it remained live with no native option to deactivate it without deleting the form and losing all associated submission data.
Why It Matters: Campaigns end, events fill up, and offers expire, but until now, forms stayed live indefinitely. This led to outdated submissions, messy data, manual workarounds, and reliance on third-party tools. Unpublishing provides a simple way to pause forms when they are no longer relevant while preserving all historical submission data.
For more details, visit: Unpublish a Form
Now live for Marketing Hub Enterprise with the brands add-on, users can create and manage multiple branded data privacy request forms in one place, customizing the appearance of each form to match different brand identities.
Why It Matters: Organizations managing multiple brands in a single portal need to provide consistent, on-brand experiences for data privacy requests. This update streamlines that process for admins and reduces the manual work of maintaining separate privacy request experiences for each brand.
For more details, visit: Unified Multi-Brand Data Privacy Request Forms
Now in beta, account cleanup can automatically delete unused reports to keep HubSpot accounts organized. The feature helps users remove duplicate or outdated reports created by various users and maintain a clean, efficient reporting environment.
Why It Matters: Report clutter is a common challenge in growing HubSpot accounts, particularly when multiple team members create reports over time without a consistent naming or organization strategy. Automated cleanup saves time on manual maintenance and helps teams focus on the reports that are actively driving decisions.
For more details, visit: Cleanup Automation for Unused Reports
Form and Data Management Gets Needed Control: The ability to unpublish forms and automatically create contacts from logged emails represent two long-standing gaps in HubSpot's data management toolkit. Both updates are available across all hubs and tiers, signaling that HubSpot is investing in foundational functionality that benefits its entire user base, not just Enterprise customers.
Account Cleanup Continues to Mature: With both customizable cleanup criteria and automated report cleanup arriving in the same batch, the account cleanup tool is evolving from a simple housekeeping feature into a more sophisticated data governance capability. Organizations should begin evaluating their cleanup policies now to take advantage of the expanded customization options as they become generally available.
CRM Record Experience Is Being Reimagined: The upcoming redesign of company and contact records for Pro+ customers, combined with Breeze-powered smart CRM cards and improved timeline filtering, represents a significant shift in how teams will interact with CRM data daily. With a March 23 target date, now is the time for admins to familiarize themselves with the current record customization options and plan for the transition.