Unmatched Insights

HubSpot Updates Blog July

Written by Unmatched Team | 4 July 2025

 

We’re back with a round-up of our top HubSpot updates for July 2025—covering sales, marketing, service, and more all designed to streamline and enhance your CRM.

Expect more updates throughout the month of July 😎☀️

 

Contents

See below!!

 

 

1.AI Email Template Upload

If you already have email templates, it can be a pain to recreate them in HubSpot, but now you can just grab the html into the new AI Template Upload Tool. The tool can then easily convert it for you into a nice drag-and-drop that's ready to use!
 
 
To use this, head to marketing emails, create a new design and upload the selected html file or you can just copy and paste to then generate it.
 
Important caveat: you need to have AI settings turned on in your account to access this!
 
Unmatched insights: Really handy for marketers who want to remain consistent with branding without having to learn to code!
 
Who gets it: Marketing Pro, Marketing Enterprise
 
 
2. Unsubscribe Feedback Survey Available on Preference Pages
 
Whenever a contact selects unsubscribe on their preferences page, you can offer a quick popup question asking why they've decided to say goodbye!
 
When they've selected unsubscribe, they'll see a question within the preferences page just asking for them to select a reason from a list of predefined options as to why they're unsubscribing.
 
Unmatched insights: This isn't a mandatory field so contacts shouldn't feel put upon maybe in the same way as receiving a survey in their inbox as this is less intrusive and fits well into the unsubscribing journey.
 
Who gets it: 

All hubs and tiers, Marketing Starter, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise

 

3. AI Email Template Upload 

Instead of needing to manually rebuild email templates each time, you can now quickly copy and paste the html from the existing template and the AI will do the heavy lifting for you.

 

Unmatched insights: Just remember that you need to have generative AI tools on in your portal!

Who gets it: Marketing Pro, Marketing Enterprise

 

4. Multi-language Support for Double Opt In Emails

 

Delivering a consistently good customer experience relies on clear communication, no matter where your customers are based. Language differences should never compromise the support you provide.

When providing double opt-in, prioritising multi-language communication enhances the experience, showing that you value and recognise the engagement of every customer.

 

 

You can ensure a smooth double-opt in process, through customising the confirmation email, confirmation page and (optionally) the follow-up email.

Under subscriptions, go to the double-opt-in settings, set up the default language and create further options for the different members of your business' audience.

 

Unmatched insights: The double-opt-in email and confirmation pages are based on the language of the form submitted and if this doesn't match DOI settings, they will receive it in the default language.

Who gets it: Marketing Pro, Marketing Enterprise

 

5. Keyword and Budget Recommendations in Google Search Ad Campaign Creation 

When setting up ad campaigns it can be hard to come up with numerous keywords. Now, once you've added your own keyword, Google will suggest a list of keywords based on the required headlines, descriptions and targeting. 

 

Each keyword also comes with its own analytics such as cost per click and average monthly searches for the term so you will know how much you're investing versus the results you can expect.

Unmatched Insights: This is a practical example of leveraging analytics to drive better campaign performance.

Who gets it: All hubs and tiers

 

5.Social Media Approvals

I'm sure that Ola from our Unmatched team will appreciate this one as our chief socials creator and scheduler.

No more asking colleagues to review scheduled drafts as this is now built in to the social scheduler, much like other marketing content such as marketing emails, making the whole process more standardised across the system.

Unmatched Insights: You'll also have visibility on if a delay in approvals is causing a bottleneck of socials published.

Who gets it: Enterprise Customer Platform, Marketing Enterprise, Marketing+ Enterprise

 

 

 

1.Mobile Inbound Calling

This is a marked improvement on the HubSpot mobile app. Previously it was possible to receive inbound calls but the contextual information of who was actually calling was left out of the picture #nightmare. 
 
Now you get the caller ID via full contact preview, the ability to record calls and automatically log activity on records. This means that working on the road doesn't have to mean missing out on key CRM functionalities that you get on desktop.
 
 
Unmatched insights: This is a quick win for encouraging HubSpot adoption and boosting sales efficiency
 
Who gets it: Available in public beta to Sales and Service Hub users (Starter Tier and above) on iOS and Android.
 

2. Multiple dashboards in the Sales Workspace

 
Building on from the previous update incorporating dashboards into the Sales Workspace, you can now add multiple dashboards. This means greater flexibility for all sales users as this can be personalised. 
 
Unmatched insights: This also allows for a greater level of control over access and visibility as admins can easily assign dashboards and they default to the dynamic 'me' filter for sales users
 
Who gets it: Professional Customer Platform, Enterprise Customer Platform, Sales Pro, Sales Enterprise
 
 

3.Book meetings from the schedule tab in the sales workspace

 
HubSpot's really focused on ensuring a good user experience within the portal and making sure you have access to the right tools in the right space is one of them!
 
Now you can not only view your previous and upcoming meetings within the schedule tab of the sales workspace; but you can also schedule them without having to navigate to the contact record.
 
 
 
Unmatched insights:  This is great for ensuring sales reps can easily focus on their work without having to navigate to multiple different HubSpot areas.
 
Who gets it: Sales Pro, Sales Enterprise
 

4. Apply Activity Logging Defaults to External Emails

 
The nature of HubSpot is that you can contact records within the portal or within your own email provider via the sales extension. 
 
Admins currently have the opportunity to make emails log by default on records within HubSpot; but this doesn't apply to the other channels of communication, making for a slightly blurry picture of communications with your CRM records.
 
This update makes it possible to log emails by default across all channels regardless of how you send the email.
 
Unmatched insights: This will apply to all:
 
  • Emails sent while viewing a contact record page
  • Emails sent using the HubSpot sales Chrome extension for Gmail
  • Emails sent using the sales extension for Outlook
  • Emails logged through BCC or forwarding addresses
  • Emails sent to connected inboxes
  • Automated emails sent through sequences
 
 
Who gets it: Everyone
 
 

 

 

1.Customer Agent can perform actions in your business systems

Often, many queries from customers to your service team relate to system software admin tasks such as resetting passwords and chasing billing information.

This can be both time-consuming and monotonous for reps who want to focus on more challenging queries rather than rifling through virtual filing cabinets.

The AI Customer Agent now has the capabilities to access APIs needed for these systems to help find and provide the requested information on your behalf.

 

 

Unmatched insights: As with all AI, some human oversight is recommended. Make sure to run some tests and keep an eye on it to ensure it's being a help and not a hindrance!

Who gets it: Service Pro, Service Enterprise

 

2.Help Desk Spaces

OoOoO!
 
Alongside the standard help desk space, you can now go a step further and create specific spaces for various teams.
 
 
This gives you more control over the way you manage workloads and view tickets created via the Helpdesk.
 
Unmatched insights: Robust customisation features give users meaningful control over their CRM environment, fostering stronger adoption of HubSpot tools throughout the organisation.
 
Who gets it: Service Hub Enterprise, Service Seat required

 

3.Ticket Re-Opening Management in Help Desk

 

The standard behaviour for service hub tickets is that they will re-open whenever a contact replies to closed tickets, even if it's just to say thank you!

This also meant that lots of customers were then replying to really old ticket threads to discuss a completely different issue. All in all resulting in a nightmare for service desk reporting and ticket management.

HubSpot are offering ticket-based workflows that help manage your approach towards new replies and how you want to triage them.

 

 

Unmatched insights: This will be really helpful for enforcing deadlines around when a ticket is considered closed and then ensuring a new ticket is created if the customers' query is entirely separate.

Who gets it: Service Enterprise

 

4. Default Email in Help Desk

In order to avoid running the risk of accidentally sending a help desk response from the wrong address, you can now set a specific default address for different teams.

 

Unmatched insights: This will make Helpdesk responses even faster as it doesn't leave users double-checking their sending address when responding to queries. Just be aware of the rare scenarios where it won't default:

  1. There is already an existing thread where the "from" address is different to the user's default. In that case, we will flag to the user the current "from" address is different to their default.

  2. Drafts (BETA) where the user has intentionally selected an email other than their default. In that case, the email will send from the address the user has chosen and not revert back to the default.

 

Who gets it: Service Pro, Service Enterprise

 

5. User-based ticket capacity limits by ticket type

Service Managers can now set individual caps for open tickets per ticket type—Calling, Messaging, or Email/Other—that are automatically assigned to each support representative. Useful for managing workloads and task distribution.

It also makes it clearer to customers how busy you are—so if their issue isn’t urgent, they’ll know it might be better to come back later, giving you space to focus on the tickets that need your attention the most.

 

Unmatched insights: Great for creating rules depending on the team's seniority. For example if someone is new and learning the ropes it makes sense to limit the number of tickets they're responsible for!

 

Who gets it: Service Enterprise 

 

6.Create and View Notes in Help Desk (Replacing Comments 🤯)

 

Service enquiries and tickets often demand collaboration across teams or with third parties. Some users manage these via the Help Desk, while others focus directly within the tickets object.

 

Historically, using both Help Desk comments and ticket notes for cross-team updates created inconsistencies and made it difficult to add notes to tickets without active threads. All in all, it made the communications messy and less effective.

 

 

WELL, fortunately HubSpot is a great listener and their teams have been updating this approach to now be moved to a fully-notes based way of communicating internally on both conversations and tickets.

Unmatched Insights: Don't get trigger happy with opting in to this beta as this can't be undone easily (without a few awkward emails to HubSpot 🫢. Although, I do think this will be a popular one! Especially as you can then use keywords in notes to search for specific tickets under the Help Desk search bar.

Who gets it: Professional Customer Platform, Enterprise Customer Platform, Service Professional, Service Enterprise

7. New Routing Option: Route to Team (No Owner Assigned)

You may not have a specific owner in mind when assigning tickets, but you will know which team in general deals with those enquiries. Previously tickets would remain unassigned until allocated and there wasn't visibility on which teams were working on which tickets.

This is great for teams that may need to route and triage tickets accordingly and allows space for when service members are ill or on holiday as the whole team has visibility.

Unmatched Insights: Note: Only teams with at least 1 service seated user will show in the selection dropdown.

Who gets it: Service Hub Professional, Service Hub Enterprise

 

 

1. Location-Based Login Restrictions

-FYI this is currently only available to US - based customers-

Pretty much what it says on the tin, an update that means portal admins can restrict who is able to log in and from where. 

This is useful for big companies dealing with lots of users who tend to work from the same locations i.e. specific offices or those working remotely from another part of the country.

Furthermore, this is beneficial for companies that perhaps deal with highly sensitive data that don't want users accidentally downloading customer data onto their personal devices when working remotely.

Unmatched Insights: You can keep certain users as exempt from the location-based login requirement - good for people on the road often.

Who gets it: Starter Customer Platform, Professional Customer Platform, Enterprise Customer Platform, Smart CRM Starter, Smart CRM Professional, Smart CRM Enterprise

 

2. Map Visualisation for CRM Index Pages

Often we get clients asking if there's a way to visually plot where contacts/companies are located in order to view which area markets they're covering and on a practical level, being able to plan sales routes to different locations. Previously this hasn't been possible within HubSpot and required plugins to the system which could be limited and/or involve an additional cost :(

Therefore, this is an incredible update from HubSpot which creates a visual map of your CRM records! Under the contacts or companies tabs you will have the option to add a 'map view' tab and filter accordingly. Then you will be able to see where those records are in a clear and concise manner. All within HubSpot.

Unmatched Insights: We're excited to see this providing immediate benefits for sales members on the road.

Who gets it: This feature is available for Enterprise customers enrolled in the Redesigned CRM Index pages beta.

 

 

 

1. Create and Update Forms with AI

Introducing a further level of AI layering to the HubSpot ecosystem with AI that can help you create and update existing forms. 

Unmatched Insights: Time-saving and ensuring consistency across your forms. Just make sure to provide solid prompts.

Who gets it: Professional Customer Platform, Enterprise Customer Platform, Content Pro, Content Enterprise, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise

 

Other bits...

1. Enhanced board experience and Board View for Contacts & Companies

Many users like the board view for deals as it provides a visual aspect to managing your deal progression. This is now available for contacts and companies to show the progression through different lifecycle stages.

 

To view it just head to contacts / companies and select the grid view.

Unmatched insights: This is great for visualisation of your lifecycle stages as sometimes this can be relegated to reports

Who gets it: All hubs and tiers

 

2. Find Reports You're Not Using 

It's easy to get lost in reports and end up with multiple dashboards and custom reports that may or may not still be needed. Well, there's now a new tab by your reports list which shows those that you haven't opened in a while making it really easy to do a quick cleanup.

 

Unmatched insights: This also means you won't end up missing old reports by accidentally updating the 'last viewed' field when you carry out a report review

Who gets it: Starter, Pro and Enterprise

 

3.Configurable Action Rate Limits on Custom Code Actions and Webhook Actions

By default all workflow actions are set to execute actions immediately - unless you add a delay obviously... 

With APIs it's really important not to accidentally rattle through your API call rate limit - something very easily done when you are doing bulk enrollments🥲.

In workflows you can now set the rate limit within the workflow actions. Just FYI it's set to 'off' by default so you will need to update this!

 

 

 

Unmatched insights: You also have the opportunity to view all actions logs when it comes to these workflow actions. Making for increased visibility and peace of mind.

Who gets it:  Ops Pro, Ops Enterprise

 

4. A Redesigned Login Experience

Whenever we onboard users to HubSpot, the login page causes some quizzical looks. 

Do we log in with Google? Microsoft? Apple? Single-sign on? With your regular Jo email and password?

Therefore, it's an easy win for HubSpot to remove this friction from the user experience by reducing the options available on screen. 

 

Unmatched Insights: All functionalities of the login remain the same, it's just a visual change. There's also a further update that allows admins to select which 2FA methods can be used by the organisation.

Who gets it: All hubs and tiers