March 12, 2026 HubSpot Updates - Export Marketing Emails to PDF and HTML

  • 26 min

March 12, 2026 HubSpot Updates - Export Marketing Emails to PDF and HTML

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

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HubSpot Platform Updates: Email Export, Invoice Automation, and CRM Mentions Expansion

On Thursday, March 12, 2026, the Wake Up Customer Platform show covered eight HubSpot product updates spanning CRM collaboration, sales extension cleanup, ticket automation, TikTok integration, email export capabilities, view permissions, and invoice workflow automation. The hosts also discussed a notable LinkedIn post from Jack Coopersmith about the new Contracts object in private beta.

This batch delivers several quality-of-life improvements alongside meaningful new capabilities. The ability to export marketing emails to PDF and HTML addresses a long-standing gap for teams that need to share email designs outside of HubSpot, while the new invoice workflow action continues HubSpot's push toward full Commerce Hub automation.

Platform Updates Detailed

Mentions Now Work Across All CRM Objects and Link to Records

HubSpot is expanding @mention notification support to additional CRM object types including appointments, carts, contracts, courses, listings, marketing events, orders, services, and subscriptions. When someone @mentions a user, the notification will now link directly to the CRM record where the mention occurred rather than routing to a different associated record. This feature is currently in development.

Why It Matters: Previously, @mention notifications could route users to a different associated record, creating extra clicks and confusion when trying to respond. Direct linking to the actual record where the mention happened streamlines collaboration, and the expansion to additional object types reflects HubSpot's broader investment in making all CRM objects first-class citizens in the platform.

For more details, visit: Mentions Across All CRM Objects and Record Linking

Meeting Notetaker with Smart Deal Progression

Smart Deal Progression uses meeting transcripts and deal history to automate post-call tasks for sales and customer success teams. After every meeting, HubSpot analyzes the conversation to suggest CRM updates, draft follow-up emails, and surface high-value next steps such as sending a proposal or booking a follow-up. Reps can review and confirm suggestions before they take effect. This feature remains in private beta.

Why It Matters: Reps spend significant time on manual post-call work including writing follow-up emails, creating tasks, and updating CRM records. Smart Deal Progression automates that busy work using actual conversation context, helping teams follow up faster and keeping pipeline data clean. Teams already in the beta report that the property updates based on transcripts are among the most valuable aspects of the feature.

To request beta access, visit: Meeting Notetaker with Smart Deal Progression

Create Your Own Ticket Automation Messages

Users can now create additional ticket automation messages for use in ticket-based workflows beyond the default ticket received and ticket closed messages provided by HubSpot. These messages can be sent to any recipient, including non-marketing contacts who are not subscribed to any marketing list. This feature is in private beta and is included with Service Hub.

Why It Matters: Previously, ticket automation messaging was limited to the two default messages HubSpot provided. This update enables alternate versions of ticket received and closed messages, specific messages for different workflow branches, new messages for other ticket statuses like waiting on customer, and messages in different languages. The ability to send to non-marketing contacts is particularly significant, as it removes a barrier that previously required Marketing Hub access for transactional-style ticket communications.

To request beta access, visit: Create Your Own Ticket Automation Messages

Hide Suggested Associations in the Sales Extension

A new toggle in the Outlook and Gmail sales extensions lets users hide suggested associations and show only the records they have actively selected when logging emails. This feature is now live.

Why It Matters: For accounts with many custom objects, the log dropdown in the sales extension can become crowded with hundreds of suggested records alongside manually selected ones, making it difficult to confirm what an email will actually be logged to. This toggle reduces clutter and allows users to focus only on intentionally selected records, providing a cleaner and faster logging experience.

For more details, visit: Hide Suggested Associations in the Sales Extension

TikTok in HubSpot

The TikTok integration for HubSpot social tools has moved to public beta with a scheduled release date of March 30, 2026. Users can connect TikTok accounts to draft, schedule, and publish TikTok videos, monitor and reply to comments and mentions, and analyze TikTok organic social performance. This feature is available for Marketing Hub Professional and Enterprise users.

Why It Matters: TikTok continues to grow as an influential social platform, and bringing publishing, engagement, and reporting into HubSpot's unified social tool eliminates the need for separate platform management. With the scheduled March 30 release approaching, teams currently managing TikTok outside of HubSpot should prepare to consolidate their social workflows. The integration also aligns with HubSpot's recent video marketing platform improvements, creating a more cohesive content-to-distribution pipeline.

To join the beta, visit: TikTok Integration in HubSpot Social Tools

Export Marketing Emails to PDF and HTML

Users can now export marketing emails as PDF or HTML files from the email editor or performance page to share, review, and archive email designs outside of HubSpot. This feature is currently in beta.

Why It Matters: Email workflows frequently extend beyond HubSpot. This update addresses three key scenarios: stakeholder reviews and approvals, where email designs need to be shared with executives, clients, or legal partners who lack HubSpot access; compliance and record keeping, where organizations need to archive an exact copy of what was sent to meet regulatory requirements; and design reuse and handoff, where developers or external teams need the HTML to reference or repurpose email code outside of HubSpot.

To join the beta, visit: Export Marketing Emails to PDF and HTML

Individual User Permissions for Views

Users can now grant specific individual users access to custom CRM views without needing to share with their entire team or the full company. This feature is in public beta.

Why It Matters: Cross-departmental collaboration often requires sharing views with specific stakeholders who fall outside of team structures. This update provides the granularity to share views directly with individual users who need access without opening visibility to everyone, continuing HubSpot's pattern of replacing all-or-nothing permission choices with more flexible, targeted controls.

To join the beta, visit: Individual User Permissions for Views

Create One-Time Invoices from Quotes or Deals with Workflows

The new convert to invoice workflow action automatically creates a draft one-time invoice from a quote or deal. When the source record includes recurring line items, the action creates a one-time invoice version of those items instead of creating a recurring invoice. This feature is currently in beta.

Why It Matters: By automating draft invoice creation within workflows, sales and finance teams can establish repeatable invoicing steps that produce invoices faster, in a consistent format, and with less manual effort. The handling of recurring line items as one-time invoice entries addresses a known friction point where choosing recurring line items previously limited downstream control over the invoicing process.

To join the beta, visit: Create One-Time Invoices from Quotes or Deals with Workflows

Key Takeaways and Next Steps

CRM Objects Are Becoming Equal Citizens: The mentions expansion to appointments, carts, contracts, courses, and other object types reflects a broader platform trend toward treating all CRM objects with the same feature parity. Combined with the Contracts object discussion from Jack Coopersmith's post, this signals continued investment in making HubSpot's data model more flexible and comprehensive for complex business operations.

Granular Controls Replace All-or-Nothing Choices: Both the individual user permissions for views and the hide suggested associations toggle represent the same design philosophy: giving users precise control where they previously had only broad options. Organizations implementing these features should document their permission and sharing strategies to avoid confusion as these more granular options become available.

Commerce and Invoicing Automation Is Accelerating: The invoice workflow action, combined with the ongoing Contracts object beta, points toward a future where HubSpot's Commerce Hub handles more of the revenue lifecycle natively. Teams currently managing invoicing outside of HubSpot or dealing with recurring line item workarounds should evaluate these new capabilities alongside their existing processes.

HubSpot Everywhere Continues: The email PDF and HTML export feature reinforces HubSpot's stated strategy of supporting workflows that extend beyond the platform. Whether sharing designs with stakeholders who lack HubSpot access or exporting HTML for use in other tools, this update acknowledges the reality that not every part of the email workflow lives inside HubSpot.