November 3, 2025 HubSpot Updates - Enhanced Board View Options and Actions for Contacts & Companies

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November 3, 2025 HubSpot Updates - Enhanced Board View Options and Actions for Contacts & Companies

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HubSpot's Latest Updates: Enhanced Features and New Tools

On November 3rd, HubSpot unveiled several new updates aimed at improving functionality and user experience across various aspects of its platform. This article provides a comprehensive overview of these updates, detailing each feature and its impact.

Platform Updates Detailed

Unmerge Individual Records: A New Level of Data Control

HubSpot is developing the ability to unmerge individual CRM records. This feature will allow users to restore records to their pre-merged state while providing an audit trail. This will be supported for all object types except contacts.

Why It Matters: This update addresses the issue of irreversible merges that could lead to data integrity problems or loss. It will enable users to correct merge mistakes more easily and avoid manual workarounds.

For more details, visit: Unmerge Individual Records: A New Level of Data Control

Primary Email Integrity Preserved on Login

When contacts log in to password-protected pages or memberships using a secondary email address, HubSpot will now maintain their primary email address on their contact record instead of overwriting it.

Why It Matters: This update prevents unintended changes to contact records and ensures that workflows relying on primary email addresses remain stable and accurate.

For more details, visit: Primary Email Integrity Preserved on Login

Improved Workflow Metrics and Filtering Panel

HubSpot has redesigned the metrics panel in workflows to offer a more intuitive filtering experience. Users can now view metrics based on versions of the same structure and filter metrics by dates with simplified preset options such as last 30 days, yesterday, and last week.

Why It Matters: This update makes it easier for users to interpret metric counts, reducing confusion and misinterpretation. The redesigned interface facilitates faster and clearer data review.

For more details, visit: Improved Workflow Metrics and Filtering Panel

Enhanced Board Experience for Contacts and Companies

HubSpot has introduced a new board view for contact and company records, organized by lifecycle stages. The redesign includes a streamlined board and card design, personalized views with up to two extra properties, and quick actions directly from board cards.

Why It Matters: This enhancement allows users to proactively manage relationships and spot opportunities more effectively. The personalized views and quick actions boost productivity and efficiency.

For more details, visit: Enhanced Board Experience for Contacts and Companies

Customize Quote Acceptance Section with Rich Text

The acceptance section within AI-powered CPQ quotes can now be edited using rich text editing. This allows for the inclusion of snippets, personalization tokens, and other custom content.

Why It Matters: This update enables businesses to better represent their offerings in quotes, enhancing clarity and personalization for clients.

For more details, visit: Customize Quote Acceptance Section with Rich Text

Introducing Breeze Assistant Mobile App for On-the-Go Productivity

The Breeze Assistant mobile app is now available on both Android and iOS platforms. This app provides business intelligence on the go, allowing users to access customer context, deal updates, and quick summaries from anywhere.

Why It Matters: Breeze Assistant ensures that users can stay informed and productive even when away from their desks. It offers mobile AI that understands business data and user preferences, making it a powerful tool for on-the-go professionals.

For more details, visit: Introducing Breeze Assistant Mobile App for On-the-Go Productivity

Key Takeaways and Next Steps

Enhanced Data Control: The ability to unmerge individual records will prevent data integrity issues and facilitate easier correction of merge mistakes.

Consistency in Contact Records: Maintaining primary email addresses ensures accuracy in workflows and contact data stability.

Streamlined Workflow Analysis: Improved metrics and filtering panels make interpreting workflow data more straightforward and efficient.

Proactive Relationship Management: Enhanced board views for contacts and companies empower users to manage relationships and opportunities effectively.

Customizable Quotes: Rich text editing in quote acceptance sections enhances personalization and clarity in business proposals.

Mobile Productivity: The Breeze Assistant mobile app provides critical business intelligence on the go, ensuring users stay productive and informed outside the office.

Stay tuned for more updates and explore these new features to make the most of your HubSpot platform.