The top HubSpot updates of July 2025

July was another month with more than 100 updates rolling out to HubSpot users. With each month, the company continues to push forward on AI, CRM usability and automation flexibility.

July brought new ways to connect your CRM to tools like Claude and ChatGPT, expanded AI functionality inside meetings and workflows and long-requested admin wins like email folders and phone number formatting.

On the sales and marketing side, teams get a revamped Target Accounts Home, a powerful new video librar, and smarter service coaching tools. 

Whether you’re trying to scale outreach or clean up your CRM, these are the HubSpot updates managers and admins should have on their radar this month.

Updates managers will love

• Target Accounts Home revamp – Integrated account research & sourcing
• Video Library
• Help Desk Coaching tab with new metrics
• Social media approvals
• Use HubSpot in-meeting app in live Google Meet meetings
• Automatically apply checkout fees based on payment method
• HubSpot connector for ChatGPT
• HubSpot connector for Claude

Updates HubSpot admins will love

• Organize emails exactly how you want: Folders return to Marketing Hub
• Use custom drag-and-drop email templates in Remix
• Validate and format phone number workflow action
• Multi-account workflows
• Customer Agent can perform actions in your business systems
• Manually score deals and companies with Sales Hub

HubSpot updates managers shouldn’t miss

Target Accounts Home revamp

What’s new: The Target Accounts Home was completely revamped to help your sales and marketing teams discover, research and act on high-fit accounts all in one place.

How it helps you
This update removes the guesswork from account-based strategies. Reps and marketers can now use built-in research tools to find new target accounts explore relevant insights and manage outreach without jumping between tools. Whether you’re prioritizing named accounts or expanding into new segments the new Target Accounts Home gives your team the clarity and context they need to move faster and stay aligned.

Status: Live
Applicable HubSpot Hubs: Marketing Hub Sales Hub
Applicable HubSpot Tiers: Professional Enterprise

Manage and repurpose content with the new Video Library

What’s new: HubSpot’s new Video Library gives your team a central space to upload manage and reuse video content across marketing and sales efforts.

How it helps you
Instead of digging through all your files or uploading the same clips multiple times you now have a single source of truth for all your video assets. This makes it easier to scale campaigns support sales enablement and keep branding consistent across channels. Whether you’re launching a new product sharing customer stories or posting to social media the Video Library simplifies how you manage your content.

Pro tip: Pair this with HubSpot’s new clip creation tools to turn long-form videos into bite-sized shareable content no external editing software required.

Status: Live
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Professional Enterprise

Coach your support team with new Help Desk metrics

What’s new: A new Coaching tab is now available in HubSpot’s Help Desk complete with agent-level metrics and visual comparisons to improve team performance.

How it helps you
Support leaders can now use one view to:

• See how individual reps are handling conversations.
• Track trends in response types.
• Identify areas for improvement.

But it’s not just for managers! Reps can also use the Coaching tab to monitor their own performance across key KPIs.

This transparency empowers agents to self-correct spot coaching opportunities early and take ownership of their development without waiting for a formal review.

This is a major upgrade for teams managing multiple agents or trying to scale support quality without adding overhead.

Status: Private Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Enterprise

Keep social posts on-brand with social media approvals

What’s new: You can now require approvals for social media posts in HubSpot before they’re published.

How it helps you
No more surprise tweets. With approval workflows your team can:

• Maintain brand consistency.
• Reduce errors.
• Collaborate more effectively across departments.

Marketing managers can review content before it goes live while social media specialists stay in the flow of creating and scheduling posts.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Enterprise

Bring CRM context into Google Meet with HubSpot’s In-Meeting app

What’s new: HubSpot’s new In-Meeting app for Google Meet lets users access and update CRM data during live meetings without switching tabs.

How it helps you
Whether you’re in a sales call onboarding session or support meeting you can now:

• View contact details.
• Create new contacts for attendees.
• Take synced notes.
• Create follow-up tasks.
• Use your HubSpot Playbooks.

All directly inside Google Meet. This keeps conversations focused and reduces the risk of missing context or action items later.

It’s particularly convenient for reps who live in their calendars. Now they can prep engage and follow up without leaving the call.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Automate checkout fees based on payment method

What’s new: HubSpot now supports automatic checkout fees tied to a customer’s selected payment method like adding a small surcharge for credit card payments.

How it helps you
This update gives you better control over transaction costs without the need for manual invoicing workarounds. Whether you’re trying to recoup processing fees or encourage ACH payments it helps you streamline payment workflows and improve revenue accuracy.

This update could be especially useful for finance or ops teams managing subscriptions quotes or recurring invoices across multiple payment methods.

Status: Public Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All Tiers

Connect HubSpot with ChatGPT for smarter insights and actions

What’s new: HubSpot now offers a direct integration with ChatGPT making it easier to query your CRM data using natural language.

How it helps you
Unlike the existing deep research connector (which is ideal for multi-variable analysis) this version is built for quick conversational queries like “Which companies haven’t been contacted in the last 30 days?” or “What are my open deals closing this month?”

You get fast useful answers right in your workflow making it easier for everyday users to work smarter with your CRM data.

Pro tip: Use the integration for summaries task automation deal tracking or even generating content ideas. Check out HubSpot’s ChatGPT Prompt Library to get started!

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Use Claude AI to unlock deep CRM insights

What’s new: HubSpot now integrates with Claude giving you another AI-powered way to analyze CRM data and generate insights using natural language prompts.

How it helps you
Claude can help teams across marketing sales and service to:

• Extract context from CRM records.
• Identify patterns.
• Take faster action.

Think of it as an AI sidekick! Whether you want to summarize tickets spot trends across deals or understand lifecycle stage transitions you can do it with a simple prompt.

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

HubSpot updates admins shouldn’t miss

Organize emails with folders (Yes, finally)

What’s new: Folders are back in the Marketing Email tool making it easier to organize emails by topic team region audience or campaign.

How it helps you
If you’ve ever relied on naming conventions or endless scrolling to find a specific email this is a major quality-of-life improvement. Folders help you keep everything tidy especially in portals with high email volume or multiple users building campaigns.

Pro tip: Use folders to separate newsletters from nurture emails regional campaigns from global ones or sales announcements from product updates.

Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional Enterprise

Remix emails using your own branded templates

What’s new: You can now use your custom drag-and-drop email templates with HubSpot’s Remix tool.

How it helps you
This bridges the gap between speed and control. Previously Remix worked best with default layouts. Now you can remix content into your branded templates without needing to touch code or sacrifice design. It’s a major win for teams that want fast AI-powered content creation while keeping emails on-brand and consistent.

Status: Public Beta
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Professional Enterprise

Automatically clean up phone numbers in workflows

What’s new: HubSpot now includes a workflow action to validate and format phone numbers using country-specific rules.

How it helps you
No more inconsistent formats missing country codes or manual cleanup. This action ensures your CRM is filled with call-ready phone numbers formatted correctly for your outreach tools. It’s a huge time-saver for admins and a win for sales teams relying on accurate contact data.

Status: Live
Applicable HubSpot Hubs: Marketing Operations Sales and Service Hubs
Applicable HubSpot Tiers: Professional Enterprise

Streamline automation across HubSpot instances with multi-account workflows

What’s new: You can now build a workflow in one HubSpot instance that triggers actions in another, making it possible to automate across multiple, separately managed HubSpot accounts.

How it helps you
This is a major unlock for organizations managing multiple brands, regions, or subsidiaries. Instead of recreating automation logic in every account, admins can build once and deploy everywhere, which ensures consistency, reduces redundancy, and saves hours of setup time.

Status: Private Beta
Applicable HubSpot Hubs: Content, Marketing, Sales, Service, and Operations Hubs
Applicable HubSpot Tiers: Professional (with Business Units), Enterprise

Manage and repurpose content with the new Video Library

What’s new: HubSpot’s new Video Library gives your team a central space to upload, manage, and reuse video content across marketing and sales efforts.

How it helps you
Instead of digging through all your files or uploading the same clips multiple times, you now have a single source of truth for all your video assets. This makes it easier to scale campaigns, support sales enablement, and keep branding consistent across channels. Whether you’re launching a new product, sharing customer stories or posting to social media, the Video Library simplifies how you manage your content.

Pro tip: Pair this with HubSpot’s new clip creation tools to turn long-form videos into bite-sized, shareable content, no external editing software required.

Status: Live
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Professional, Enterprise

Coach your support team with new Help Desk metrics

What’s new: A new Coaching tab is now available in HubSpot’s Help Desk, complete with agent-level metrics and visual comparisons to improve team performance.

How it helps you
Support leaders can now use one view to: 

• See how individual reps are handling conversations.
• Track trends in response types.
• Identify areas for improvement.

But it’s not just for managers! Reps can also use the Coaching tab to monitor their own performance across key KPIs. 

This transparency empowers agents to self-correct, spot coaching opportunities early, and take ownership of their development without waiting for a formal review.

This is a major upgrade for teams managing multiple agents or trying to scale support quality without adding overhead.

Status: Private Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Enterprise

Keep social posts on-brand with social media approvals

What’s new: You can now require approvals for social media posts in HubSpot before they’re published.

How it helps you
No more surprise tweets. With approval workflows, your team can: 

• Maintain brand consistency.
• Reduce errors.
• Collaborate more effectively across departments.

Marketing managers can review content before it goes live, while social media specialists stay in the flow of creating and scheduling posts.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Enterprise

Bring CRM context into Google Meet with HubSpot’s in-meeting app

What’s new: HubSpot’s new in-meeting app for Google Meet lets users access and update CRM data during live meetings without switching tabs.

How it helps you
Whether you’re in a sales call, onboarding session, or support meeting, you can now:

• View contact details.
• Create new contacts for attendees.
• Take synced notes.
• Create follow-up tasks .
• Use your HubSpot Playbooks.

Do all of this directly inside Google Meet. This keeps conversations focused and reduces the risk of missing context or action items later. 

It’s particularly convenient for reps who live in their calendars. Now they can prep, engage, and follow up without leaving the call.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Automate checkout fees based on payment method

What’s new: HubSpot now supports automatic checkout fees tied to a customer’s selected payment method, like adding a small surcharge for credit card payments.

How it helps you
This update gives you better control over transaction costs without the need for manual invoicing workarounds. Whether you’re trying to recoup processing fees or encourage ACH payments, it helps you streamline payment workflows and improve revenue accuracy. 

This update could be especially useful for finance or ops teams managing subscriptions, quotes, or recurring invoices across multiple payment methods.

Status: Public Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All Tiers

Connect HubSpot with ChatGPT for smarter insights and actions

What’s new: HubSpot now offers a direct integration with ChatGPT, making it easier to query your CRM data using natural language.

How it helps you
Unlike the existing deep research connector (which is ideal for multi-variable analysis), this version is built for quick, conversational queries, like “Which companies haven’t been contacted in the last 30 days?” or “What are my open deals closing this month?” 

You get fast, useful answers right in your workflow, making it easier for everyday users to work smarter with your CRM data.

Pro tip: Use the integration for summaries, task automation, deal tracking, or even generating content ideas. Check out HubSpot’s ChatGPT Prompt Library to get started!

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Use Claude AI to unlock deep CRM insights

What’s new: HubSpot now integrates with Claude, giving you another AI-powered way to analyze CRM data and generate insights using natural language prompts.

How it helps you
Claude can help teams across marketing, sales, and service to: 

• Extract context from CRM records.
• Identify patterns.
• Take faster action.

Think of it as an AI sidekick! Whether you want to summarize tickets, spot trends across deals, or understand lifecycle stage transitions, you can do it with a simple prompt.

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

HubSpot updates admins shouldn’t miss

Organize emails with folders (Yes, finally)

What’s new: Folders are back in the Marketing Email tool, making it easier to organize emails by topic, team, region, audience, or campaign.

How it helps you
If you’ve ever relied on naming conventions or endless scrolling to find a specific email, this is a major quality-of-life improvement. Folders help you keep everything tidy, especially in portals with high email volume or multiple users building campaigns.

Pro tip: Use folders to separate newsletters from nurture emails, regional campaigns from global ones, or sales announcements from product updates.

Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise

Remix emails using your own branded templates

What’s new: You can now use your custom drag-and-drop email templates with HubSpot’s Remix tool.

How it helps you
This bridges the gap between speed and control. Previously, Remix worked best with default layouts. Now you can remix content into your branded templates without needing to touch code or sacrifice design. It’s a major win for teams that want fast, AI-powered content creation while keeping emails on-brand and consistent.

Status: Public Beta
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Professional, Enterprise

Automatically clean up phone numbers in workflows

What’s new: HubSpot now includes a workflow action to validate and format phone numbers using country-specific rules.

How it helps you
No more inconsistent formats, missing country codes, or manual cleanup. This action ensures your CRM is filled with call-ready phone numbers, formatted correctly for your outreach tools. It’s a huge time-saver for admins and a win for sales teams relying on accurate contact data.

Status: Live
Applicable HubSpot Hubs: Marketing, Operations, Sales, and Service Hubs
Applicable HubSpot Tiers: Professional, Enterprise

Streamline automation across HubSpot instances with multi-account workflows

What’s new: You can now build a workflow in one HubSpot instance that triggers actions in another, making it possible to automate across multiple, separately managed HubSpot accounts.

How it helps you
This is a major unlock for organizations managing multiple brands, regions, or subsidiaries. Instead of recreating automation logic in every account, admins can build once and deploy everywhere, which ensures consistency, reduces redundancy, and saves hours of setup time.

Status: Private Beta
Applicable HubSpot Hubs: Content, Marketing, Sales, Service, and Operations Hubs
Applicable HubSpot Tiers: Professional (with Business Units), Enterprise

Customer Agent can now take action

What’s new: HubSpot’s Customer Agent can now interact with your connected systems, submitting forms, updating properties, and performing actions based on customer requests.

How it helps you
This turns the Customer Agent from a helpful chatbot into a true digital assistant. For example, a customer can ask to reset their password, check order status or submit a ticket, and the AI can complete that task automatically by pulling from or updating your business systems. It’s faster for the customer and frees up your team to focus on more complex issues.

Status: Public Beta
Applicable HubSpot Hubs: Marketing, Sales, Service Hubs
Applicable HubSpot Tiers: Professional, Enterprise (requires HubSpot credits)

Manually score deals and companies with more flexibility

What’s new: You can now apply custom-configured scores to deals and companies with Sales Hub.

How it helps you
This update fills a major gap for Sales Hub users. Previously, scoring was limited to contacts (and only with Marketing Hub), leaving deal and company scoring out of reach, especially after HubSpot announced it would sunset legacy scoring properties in August.

Now, Sales Hub users can configure scoring rules for deals and companies using the same flexible tool available for contact scoring. It’s a much-needed option for prioritizing pipeline and accounts without relying on outdated or unavailable tools.

Status: Live
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise

Which update is on your list to explore first? 

July’s updates bring a powerful mix of automation, AI integration, and quality-of-life improvements across the platform. Whether you’re organizing emails more efficiently, coaching your service team with better metrics, or expanding your outreach with new account tools, these changes are designed to help you move with more efficiency.

As always, we’ll be back next month to break down the updates that matter most. In the meantime, explore what’s new, test what’s in beta, and keep an eye out for ways to turn these features into results.