Sidekick's What Just Shipped

HubSpot added an Allow today checkbox to two date validation rules, so Any future date and Past dates only can now accept today's date. We cover what HubSpot documents today: the date rule options, the account timezone that decides what counts as today, who can edit rules and where the Rules tab lives, the other text, number, phone, and unique value rules, and where rules are enforced (desktop, mobile, imports, and updated-editor forms) versus skipped (workflows, chatflows, meeting scheduling pages, and legacy forms). First thing to try: list every date property set to Past dates only or Any future date, and decide where today should count.

Who it's for: HubSpot admins and ops teams who own date properties (HubSpot's October roundup lists date validation for all hubs and tiers; editing rules needs Edit property settings permissions; custom regex rules need Professional or Enterprise).

Our research first covered this on November 2, 2026. Here's where it stands as of our Nov 2, 2026 check. Our write-up says the change applies immediately to any record where the property appears, that the setting carries over to forms and workflow triggers, and suggests starting with deal close dates. HubSpot's validation rules article (updated Oct 30, 2026) says existing values are not retroactively formatted, lists workflows and legacy forms as not enforced, and its list of default properties that take rules has no date properties. We couldn't confirm those three points.

In this episode

• 00:00:00 What changed, and who gets it
• 00:02:25 Rule types, and the date choices
• 00:04:57 Where rules skip, and a plan

Sources

• HubSpot Knowledge Base: Set validation rules for properties
• HubSpot Community: HubSpot Product Updates for October 2026

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot rebuilt how goals get created and edited. We walk through what HubSpot documents today: who can create and be assigned goals, the measures for sales and service teams, the template flow, unique goal names and saving alerts, revenue goals in the forecasting tool, the three contributor options, durations and the forecast period match, and the targets table with its bulk action ribbon, frozen columns, and CSV imports, plus editing: adding users or teams, cloning goals, progress timing, and what cannot change after creation. First thing to try: build next year's goals from a template, then use Apply targets and Apply pipelines on the selected rows.

Who it's for: sales managers, service leaders, and HubSpot admins who set team and rep goals (creating goals needs a Sales or Service Hub Professional or Enterprise seat, or Super Admin; Sales Hub Starter gets the revenue measure only).

Our research first covered this on November 2, 2026. Here's where it stands as of our Nov 2, 2026 check. Our write-up says goals can be created by describing them to Breeze Assistant, lists Service Hub goals as call and meeting goals, and says the Actions column was removed. HubSpot's sales goals article (updated Aug 6, 2026) lists ticket resolution time, ticket response time, revenue, and tickets closed as the Service Hub measures, and its goals management article (updated Oct 20, 2026) still documents Actions, then Quick edit. We couldn't confirm Breeze Assistant goal creation or its plan requirements in HubSpot's help content.

In this episode

• 00:00:00 Who builds goals, and the new flow
• 00:02:12 Errors, forecasts, and the targets table
• 00:04:36 Editing, Breeze, and a plan

Sources

• HubSpot Knowledge Base: Create sales goals
• HubSpot Knowledge Base: View and manage your goals
• HubSpot Knowledge Base: Create custom goals
• HubSpot Knowledge Base: Use Breeze Assistant

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot has a forms beta that manages legal basis for data processing and marketing communication consent separately. We cover what HubSpot documents today: the Data Privacy field and its notice and consent options (implicit processing consent, separate consents, and legitimate interest), what gets written to the contact record, why form consent covers marketing email but not SMS, how default text changes reach existing forms, and how the beta changes conditional logic. First thing to try: open one form, check which notice and consent option it uses, and confirm every checkbox maps to the right subscription type.

Who it's for: marketing ops, demand gen, and HubSpot admins who collect consent from contacts in regions with data privacy rules (forms are listed for all products and plans; conditional logic needs Marketing Hub or Content Hub Professional or Enterprise). HubSpot says your legal team is the best resource for compliance advice.

Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up describes a redesigned Privacy and Consent section with separate panels on all hubs and tiers, and says conditional logic can show or hide the Store and process data and Privacy policy fields. HubSpot's forms article (updated Oct 28, 2026) names this as a beta, Configure, separately manage legal basis for data processing and marketing communication consent, and says conditional logic cannot be applied to data privacy elements, or in the beta to email consent or legacy data privacy elements. We couldn't confirm the panel layout or conditional logic on those privacy fields.

In this episode

• 00:00:00 The beta and today's consent options
• 00:02:24 Contact records, SMS, and defaults
• 00:04:53 Conditional logic, legal, and a plan

Sources

• HubSpot Knowledge Base: Create and customize forms
• HubSpot Knowledge Base: Add data privacy and consent information to a HubSpot form
• HubSpot Knowledge Base: Edit form fields
• HubSpot Knowledge Base: Track legal basis of processing in HubSpot
• Our research: HubSpot Forms: Separate Legal Basis and Marketing Consent

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot discount codes on payment links can now apply to every recurring payment, not just the first. We cover who can create codes, the exact settings path, the Percentage-only rule for All recurring payments, usage limits and expiration, the per-link Discount codes switch, the links that cannot take a code, and how discounts show up in subscription and payment properties. First thing to try: create a Percentage code with All recurring payments selected, then turn on the Discount codes switch on one payment link and run a test checkout.

Who it's for: RevOps, finance, and sales teams who sell subscriptions through HubSpot payment links (discount codes are listed for all products and plans; creating them needs Super Admin or Manage payment links permissions).

Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said the discounted amount flows into subscription records so revenue reporting matches what customers pay. HubSpot's discounts article (updated Oct 28, 2026) says discounts do not affect subscription MRR or ARR; they affect the Last payment amount and Total amount collected properties. We couldn't confirm the write-up's claim that HubSpot creates a separate subscription for each recurring billing term and applies the code to each one.

In this episode

• 00:00:00 Creating a recurring percentage code
• 00:02:06 Turning codes on and the limits
• 00:04:24 Reporting, mixed links, and a plan

Sources

• HubSpot Knowledge Base: Create and manage discount codes
• HubSpot Knowledge Base: Understand discounts when collecting payments
• HubSpot Knowledge Base: Create and share payment links
• Our research: HubSpot Recurring Percentage Discount Codes for Payment Links

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot workflows can now use marketing events as the object type, labeled beta. We cover who gets it, the permissions you need, how to build one from scratch, the Agent Hub trigger option, where events come from, and the big limit: marketing event-based workflows cannot act on contacts such as attendees and registrants. First thing to try: build a test marketing event workflow from scratch and note which actions the editor offers, then keep attendee follow-up in a contact-based workflow with the Registered for marketing event trigger.

Who it's for: marketing ops, event teams, and RevOps admins on a Professional or Enterprise subscription (Marketing Hub, Sales Hub, Service Hub, Data Hub, Smart CRM, or Revenue Hub).

Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said this is available on all hubs and tiers, including Free. HubSpot's workflow object types article (updated Oct 28, 2026) lists workflows on Professional and Enterprise subscriptions and marks marketing events as beta. We couldn't confirm the write-up's list of actions (updating associated deals, companies, and campaigns, creating tasks, and sending notifications); HubSpot's articles name the object type and the contact limit, but not the actions.

In this episode

• 00:00:00 What shipped and how to build it
• 00:02:37 The contact limit and workarounds
• 00:04:59 Tiers, actions, and a plan

Sources

• HubSpot Knowledge Base: Understand workflow object types
• HubSpot Knowledge Base: Select workflow triggers in Agent Hub
• HubSpot Knowledge Base: Create workflows
• HubSpot Knowledge Base: Add and update contacts in marketing events with workflows
• HubSpot Knowledge Base: Use marketing events
• HubSpot Knowledge Base: Trigger webhooks in HubSpot contact-based workflows
• Our research: HubSpot Marketing Event Based Workflows: What Shipped

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

Our research covered custom skills in Breeze Assistant: reusable markdown instructions you invoke with a slash command. HubSpot has not documented that feature yet, so we cover what HubSpot does document today: saved prompts, imported memories, the built-in skill for Solutions Partner Program accounts, the slash command in content editors, and HubSpot's developer guidance on writing skills that agents actually follow. First thing to try: save your most-used request as a saved prompt, then import your memories from the other AI assistant you use.

Who it's for: content marketers, HubSpot admins, and anyone who retypes the same context into Breeze Assistant (Breeze Assistant is listed for all products and plans).

Our research first covered this on October 27, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up says you can create a custom skill in conversation or import a markdown file built to the Agent Skills spec, invoke it with a slash command, and that skills are markdown only, never auto-selected, and available on all hubs and tiers. We couldn't confirm any of that: HubSpot's Breeze Assistant help article (updated Oct 29, 2026) does not mention custom skills, and we found no HubSpot help article for them. The one Breeze Assistant skill HubSpot does document, for Solutions Partner Program accounts, activates when you ask a related question.

In this episode

• 00:00:00 Skills, saved prompts, and memories
• 00:02:44 Writing instructions an agent follows
• 00:05:00 Custom skill claims and a plan

Sources

• HubSpot Knowledge Base: Use Breeze Assistant
• HubSpot Knowledge Base: Import memories to Breeze Assistant
• HubSpot Knowledge Base: Use the partner skill in Breeze Assistant
• HubSpot Developer Docs: Agent skills best practices
• Our research: HubSpot Breeze Assistant Custom Skills: What They Are and How to Use Them

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

Breeze Assistant can now create an object pipeline, clone an existing one, and add, update, or remove pipeline stages from a chat. We cover what it can and cannot change, the subscription gates that still apply, what a settings clone copies, stage probabilities and the Won and Lost rule, conditional stage properties, and what blocks deleting a stage or a pipeline. First thing to try: open Breeze Assistant and ask it to add or rename a stage in one pipeline, then check the result in your pipeline settings.

Who it's for: HubSpot admins, sales ops, and RevOps teams who manage deal, ticket, or other object pipelines (Breeze Assistant on all products and plans; custom pipelines need Starter or above, cloning needs Professional or Enterprise, custom object pipelines need Enterprise).

Our research first covered this on October 26, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said this works on all hubs and tiers, including Free. HubSpot's pipeline help article (updated Oct 22, 2026) keeps per-feature gates: Free tools get 0 custom pipelines, Starter gets 15, cloning needs Professional or Enterprise, lead pipelines need Professional or Enterprise, and custom object pipelines need Enterprise. Breeze Assistant cannot create or update pipeline rules, object tags, or automations, or change contact or company lifecycle stages. We couldn't confirm the write-up's preview-before-saving step, or whether a clone made through Breeze copies rules and automations.

In this episode

• 00:00:00 What Breeze can and cannot change
• 00:02:23 Limits, cloning, and stage settings
• 00:04:55 Deleting, plan gates, and a rollout

Sources

• HubSpot Knowledge Base: Set up and manage object pipelines
• HubSpot Knowledge Base: Use Breeze Assistant
• HubSpot Knowledge Base: Understand Breeze Assistant
• Our research: Breeze Assistant Can Now Build and Edit Your Pipelines

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot lets you send a buyer a link to update the payment method on a subscription, by copying it from the Subscriptions index page or emailing it from the subscription preview. We cover where to find it, the conditions that decide whether it appears, what the buyer sees, how failed payments and retries work, the Payment Method Expiry Date workflow, and the billing portal. First thing to try: add the Update payment method column to your Subscriptions index page.

Who it's for: RevOps, billing, and customer success teams running subscriptions in HubSpot (all products and plans for subscriptions; workflows need Professional or Enterprise; the billing portal needs Revenue Hub Professional or Enterprise).

Our research first covered this on October 20, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said the link is available at all times; HubSpot's help article (updated Oct 19, 2026) says the option is available only after an initial payment has been made, and only for subscriptions where payment collection is automated. The update uses the payment methods allowed on the original checkout, a fee-bearing method can only be swapped for the same type, and past-due balances are charged to the new method automatically. Failed card payments are retried up to 4 times within 30 days; bank debit payments are not retried. We couldn't confirm the write-up's point that subscriptions created from a contract are excluded; HubSpot's subscriptions article does not mention contracts, and contract records have their own payment method options.

In this episode

• 00:00:00 Links, plans, and where to find them
• 00:02:08 Buyer view, limits, and failed payments
• 00:04:15 Expiry workflows, contracts, and a plan

Sources

• HubSpot Knowledge Base: View and manage subscriptions billed in HubSpot
• HubSpot Knowledge Base: Manage payments in HubSpot
• HubSpot Knowledge Base: Set up a self-serve billing portal for buyers
• HubSpot Knowledge Base: View and manage contracts
• Our research: HubSpot Dunning Links: Always-On Payment Update for Subscriptions

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot can now require consent before it tracks email opens and clicks, with a consent status on each email address. We cover the four statuses, which plans and emails it covers, how to set it up and update statuses in bulk or with a workflow, the preferences page checkbox, and how open and click rates are calculated once it's on. First thing to try: before you turn it on, set email tracking consent statuses for your existing recipients from the contacts index page or a segment.

Who it's for: HubSpot admins and marketing ops teams who email recipients in France or Italy, or anyone tightening email privacy (all products and plans, in beta; workflows need Professional or Enterprise).

Our research first covered this on October 15, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 30, 2026) says Super Admin or Partner Admin permissions can turn it on, while our write-up said Super Admin only. The workflow action is called Manage email tracking consent. Our write-up said open rates will drop; HubSpot calculates open and click rates using only emails that were delivered and tracked. Coverage also includes sequences, help desk and inbox emails, and transactional emails, but not transactional email sent through the SMTP API. The setting can't be limited by country, and statuses can't be imported directly or updated through the API. We couldn't confirm the write-up's points about fines or other countries following France and Italy; HubSpot's guidance is not legal advice.

In this episode

• 00:00:00 Statuses, plans, and covered emails
• 00:02:21 Coverage, setup, and bulk edits
• 00:04:58 Preferences, reporting math, and a plan

Sources

• HubSpot Knowledge Base: Manage consent for email open and click tracking
• HubSpot Knowledge Base: Review email tracking consent guidelines
• Our research: HubSpot Consent Email Tracking: How It Works

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

Breeze Assistant connectors let you ask about Gong, Slack, Xero, and other apps from inside HubSpot. We walk through HubSpot's current app list, which plans get the assistant and agent sides, how to connect an app and see what it can do, and why a Xero connector is not the same as the Xero data sync. First thing to try: open Breeze Assistant, click the plus sign, go to Connectors, then Manage connectors, and read the actions listed for an app you already use.

Who it's for: HubSpot admins, RevOps and sales leaders using Breeze Assistant connectors (all plans) or connecting apps to HubSpot's AI agents (Starter and up for the hubs, Smart CRM Professional and up).

Our research first covered this on October 14, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 21, 2026) lists 18 apps for Breeze Assistant, including Fathom, Xero, Box, Canva, Gong, and Slack, plus Google Drive, Gmail, NetSuite, and Zoom (beta), which our write-up called coming later. The agent list adds Zapier and does not include NetSuite. Our write-up said connectors are on every tier. That holds for Breeze Assistant; connecting apps to agents starts at Starter. New connectors are added from Connectors, then Add connector. We couldn't confirm the write-up's MCP framing for Breeze Assistant, the two-minute setup time, or its service account advice, and Box admin steps are not in HubSpot's articles.

In this episode

• 00:00:00 Apps, plans, and connecting one
• 00:02:31 Actions, agents, Xero, and Slack
• 00:04:58 Prompts, unknowns, and a plan

Sources

• HubSpot Knowledge Base: Connect apps to Breeze Assistant
• HubSpot Knowledge Base: Connect apps to HubSpot's AI agents
• HubSpot Knowledge Base: Search connected apps with Breeze Assistant
• HubSpot Knowledge Base: Connect HubSpot and Xero (Data Sync)
• HubSpot Knowledge Base: Use Breeze Assistant in Slack
• Our research: HubSpot Breeze Connectors: Slack, Gong, Canva & More

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

Breeze Assistant can build a presentation from a prompt, and HubSpot's help article documents a Save as PPTX button in the artifact viewer. We walk through starting a deck, refining it with follow-up messages and versions, sharing it inside HubSpot or through a public read-only link, and the upload limits for bringing in an old deck. First thing to try: ask Breeze Assistant for a short review deck, refine it in chat, then click Save as PPTX on the version you trust.

Who it's for: sales managers, reps, and marketers on any HubSpot plan who build recurring review or proposal decks.

Our research first covered this on October 14, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help articles (updated Oct 21 and Oct 29, 2026) document versioned presentations, Save as PPTX, sharing inside your account or publicly through a read-only link, and Remix for an editable copy. Uploads are limited to 10 files and 50 MB in total per thread. Our write-up described a 50 MB per-file limit and a Download .pptx button. We couldn't confirm direct in-deck editing of text, backgrounds, and layouts, Undo and Redo, or a fullscreen present button in HubSpot's help articles.

In this episode

• 00:00:00 Plans, setup, and starting a deck
• 00:02:27 Saved prompts, versions, and Save as PPTX
• 00:04:53 Public links, uploads, and a plan

Sources

• HubSpot Knowledge Base: Create rich content with Breeze Assistant
• HubSpot Knowledge Base: Use Breeze Assistant
• HubSpot Knowledge Base: Understand Breeze Assistant
• HubSpot Knowledge Base: Supported file types and sizes
• HubSpot Knowledge Base: Use Breeze Assistant in Slack
• Our research: HubSpot Breeze Builds PowerPoint Decks: What You Need to Know

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When you connect apps like Slack or Notion to Breeze Assistant, someone will ask what the AI can change. HubSpot now lets you set that tool by tool. We walk through where the setting lives, what the three options mean, and how to set read and write tools in bulk. First thing to try: open Settings, Integrations, Connected Apps, pick an app, open its Settings tab, and set write tools to Ask permission.

Who it's for: HubSpot admins and ops leads using Breeze Assistant connectors (all plans) or connecting apps to HubSpot's AI agents (Starter and up for the hubs, Smart CRM Professional and up).

Our research first covered this on October 9, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help articles (updated Oct 16 and Oct 21, 2026) put tool permissions under Settings, Integrations, Connected Apps, on each app's Settings tab. Our write-up described a Breeze section and called the middle option require confirmation. HubSpot's label is Ask permission. Our write-up said agents are available on Free. HubSpot lists Starter and up for connecting apps to agents. We couldn't confirm that trimming tools makes agents faster or more accurate. HubSpot recommends selecting only the tools an agent needs. Eight Breeze Assistant connectors were sunset on Sept. 26, 2026.

In this episode

• 00:00:00 Connectors, apps, and who can use them
• 00:02:22 Agents, permissions, and the three options
• 00:04:45 Skeptic checks, cleanup, and a plan

Sources

• HubSpot Knowledge Base: Connect apps to Breeze Assistant
• HubSpot Knowledge Base: Connect apps to HubSpot's AI agents
• HubSpot Knowledge Base: Search connected apps with Breeze Assistant
• Our research: HubSpot Breeze Agent Tool Permissions: Control What AI Can Do

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When a new rep's Zoom calls never reach HubSpot, the cause is usually a sync setting nobody turned on. We walk through HubSpot's Zoom help article: what has to be on in Zoom, where the global and per-user sync settings live, and what won't sync at all. First thing to try: open Settings, Integrations, Connected Apps, Zoom, then Global settings, and check who is selected for recording and transcript sync.

Who it's for: HubSpot admins and RevOps managers on any HubSpot plan, free included, whose teams record meetings in Zoom.

Our research first covered this on October 8, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up describes a new role-based sync control and a user table showing each user's role and sync status. HubSpot's help article (updated Sep 29, 2026) still describes syncing recordings for none, all, or selected users, so we couldn't confirm the role control there. Our write-up also said recordings appear on contact, deal, and company records. HubSpot's article names contact timelines. Recordings from Personal Meeting IDs don't sync, and past meetings need a manual sync.

In this episode

• 00:00:00 Plans, permissions, and Zoom prerequisites
• 00:02:41 Who syncs: settings, users, and roles
• 00:05:05 Exclusions, auto-recording, and a plan

Sources

• HubSpot Knowledge Base: Connect HubSpot and Zoom
• Our research: HubSpot Zoom Sync by Role: Setup Guide and What It Affects

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot rebuilt its landing page editor, and before anyone moves campaign pages over, HubSpot's help article lists who gets it, what a Super Admin has to switch on, and which pages can't use it yet. First thing to try: check your tier against HubSpot's list, then have a Super Admin opt in to the beta and turn on the AI Settings switches.

Who it's for: agencies, consultants, and HubSpot admins on Marketing Hub Professional or Enterprise, or Content Hub Starter, Professional, or Enterprise, who are deciding when to use the new editor.

Our research first covered this on October 1, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 1, 2026) still requires opting in to the AI-powered landing page editor beta or the AI-powered website editor beta. Our write-up said Marketing Hub Starter has access. HubSpot lists Marketing Hub Professional and Enterprise, and Content Hub Starter through Enterprise. Our write-up also said desktop and mobile layouts can be edited at the same time. HubSpot says the mobile preview only allows resizing. Only new pages work in the new editor, and custom templates aren't supported. We couldn't confirm that forms and workflows carry over unchanged. This episode follows our earlier episode on building pages in the new editor.

In this episode

• 00:00:00 Tiers, the beta opt-in, and AI settings
• 00:02:12 Permissions, credits, and the three limits
• 00:04:21 Settings, publishing, and a plan

Sources

• HubSpot Knowledge Base: Create and customize pages in the new editor
• HubSpot Knowledge Base: Create landing pages with Breeze Assistant
• Our research: HubSpot New Landing Page Editor: AI, Inline Editing & Drag and Drop

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot's conversational enrichment, in public beta, reads one-to-one sales emails and replies to marketing emails and updates contact data for you, including new contacts and return-to-office dates. First thing to try: read the mapping note, then turn on one setting at a time under Data Management, Data Enrichment, Conversational Enrichment.

Who it's for: revenue operations and data quality owners, sales managers, and HubSpot admins on Starter, Professional, or Enterprise editions of Marketing Hub, Sales Hub, Service Hub, Data Hub, or Content Hub.

Our research first covered this on September 25, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Sep 9, 2026) still calls this a public beta with no HubSpot credits required. Our write-up placed the setting under Settings, then Tools, and tied features to Breeze Intelligence credit plans. HubSpot lists Starter through Enterprise hub tiers and a Conversational Enrichment tab under Data Management. HubSpot also says conversational enrichment ignores the Mapping tab and overwrite rules. We couldn't confirm that each change appears in the contact's activity feed.

In this episode

• 00:00:00 What it reads and who gets it
• 00:02:15 The three settings and where they live
• 00:04:43 Mapping, overwrites, and a plan

Sources

• HubSpot Knowledge Base: Use conversational enrichment for emails
• HubSpot Knowledge Base: Manage data enrichment settings
• Our research: HubSpot Conversational Enrichment for Email: CRM Auto-Update

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

The HubSpot mobile app can draft a sales email for you with Breeze, right inside the email composer on a contact record. First thing to try: open a contact on your phone, tap the email icon, then the AI icon, and fill in the Content assistant fields before you tap Generate.

Who it's for: field sales reps, account managers, customer success managers, and anyone who sends follow-ups from the HubSpot mobile app on iOS or Android.

Our research first covered this on September 24, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on Breeze Assistant in the mobile app (updated Oct 29, 2026) lists all products and plans and requires Give users access to Breeze Assistant in AI settings. Our write-up described a Generate draft button with one short prompt. HubSpot documents an AI icon that opens the Content assistant with fields for email type, product, recipient, key message, tone, language, and, on iOS only, text length. We couldn't confirm drafting from deal or company records; HubSpot's steps use a contact record.

In this episode

• 00:00:00 Who gets it and where to tap
• 00:02:04 The Content assistant fields and the draft
• 00:04:20 Breeze Assistant on mobile, and a plan

Sources

• HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app
• Our research: HubSpot Mobile Email Composer with Breeze Assistant

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

When a HubSpot form redirects to a payment link, you can now lock the email the buyer entered on the form, so the payment stays with the contact the form created. First thing to try: open a paid form, go to On submit, and select the Connect form submission and payment to one contact checkbox.

Who it's for: marketers and event organizers who collect payments through forms, HubSpot admins who own data quality, and anyone using HubSpot payment links or Stripe payment processing.

Our research first covered this on September 23, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on using forms to collect payments (updated Sep 4, 2026) lists all products and plans, with HubSpot payments requiring Starter, Professional, or Enterprise and Stripe payment processing available for all subscriptions. Our write-up described the setting as a toggle in the form's Options or Actions settings. HubSpot documents a checkbox under the contents icon and the On submit panel. We couldn't confirm our write-up's note that existing forms aren't changed automatically, so check each form.

In this episode

• 00:00:00 Who can use it and where the lock lives
• 00:02:18 What buyers see, legacy forms, and logic
• 00:04:44 Payment status, limits, and a plan

Sources

• HubSpot Knowledge Base: Use forms to collect payments
• Our research: HubSpot: Lock Email Field on Form to Payment Link Redirects

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot now sets a monthly credit ceiling once you buy extra HubSpot Credits, and lets you cap single tools and, for buyer intent and customer agent, single actions. First thing to try: open the HubSpot Credits tab in Account and Billing and read your overage setting and maximum monthly credits.

Who it's for: HubSpot admins, Super Admins, and Billing Admins, operations and finance leads who approve software spend, and anyone running Customer Agent or other credit-based features.

Our research first covered this on September 23, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on managing HubSpot Credits (updated Oct 28, 2026) says the account spend limit is set up to 50% above your total monthly credits, included plus purchased, and that pay-as-you-go is the default for extra credits bought on or after Sept. 16, 2026. Our write-up described the cap as 150% of purchased credits, managed in a Usage and Limits dashboard, with changes taking effect immediately. HubSpot documents the controls on the HubSpot Credits tab, and overage-setting changes wait for the next usage period if you've already used credits.

In this episode

• 00:00:00 How credits get spent and reset
• 00:02:11 Overage defaults and the account limit
• 00:04:19 Tool and action limits, and a plan

Sources

• HubSpot Knowledge Base: Manage HubSpot Credits
• HubSpot: HubSpot Credits | Pricing, Usage, and Spend Limits
• Our research: HubSpot Credits Spend Controls: What Changed in Sept 2026

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot's customer agent setup takes you from a name and a personality to a channel-by-channel deployment recommendation, and it can draft knowledge from the tickets your team already solved. First thing to try: generate knowledge from your recent tickets and accept only the answers you would send yourself.

Who it's for: support leads and Service Hub admins on Professional or Enterprise who want an AI agent answering routine questions, and anyone deciding which channel to launch it on first.

Our research first covered this on September 22, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's customer agent help articles (updated through Oct 26, 2026) list Professional and Enterprise across Marketing Hub, Sales Hub, Service Hub, Data Hub, Content Hub, Smart CRM, and Revenue Hub, with HubSpot Credits required to deploy and consumed only on a resolution. Our write-up said setup reads your past conversations and pre-fills the agent's name, tone, guidelines, and handoff rules, with per-day resolution estimates. We couldn't confirm that: HubSpot documents a typed name, a personality dropdown, AI-generated knowledge from tickets, inboxes, or files, and channel recommendations based on monthly volume.

In this episode

• 00:00:00 Who gets it and how setup starts
• 00:02:23 Content, knowledge, and the no-delete rule
• 00:04:58 Handoffs, deployment, and a plan

Sources

• HubSpot Knowledge Base: Set up the customer agent
• HubSpot Knowledge Base: Generate customer agent knowledge from customer interactions
• HubSpot Knowledge Base: Set up and customize customer agent's handoff process
• HubSpot Knowledge Base: Use customer agent deployment recommendations
• HubSpot Knowledge Base: Deploy customer agent to channels
• Our research: HubSpot Customer Agent Auto-Setup: What It Is and How to Use It

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

HubSpot's new page editor lets you describe a page to Breeze Assistant, edit text right on the page, and size the mobile view side by side. First thing to try: create a new landing page with Create with AI, using a real campaign goal.

Who it's for: marketers and content teams who build landing pages or website pages, Content Hub and Marketing Hub admins who manage themes, and Super Admins deciding on beta opt-ins.

Our research first covered this on September 21, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's fall Spotlight lists the landing page editor as in public beta. HubSpot's help articles on the new editor and on creating landing pages with Breeze Assistant (updated Oct 1 and Oct 2, 2026) list Marketing Hub Professional and Enterprise and Content Hub Starter, Professional, and Enterprise, require a Super Admin beta opt-in and AI settings, and say only new pages work in the new editor. Our write-up said the editor reached all hubs and tiers including free, and loads automatically for supported pages. We couldn't confirm either.

In this episode

• 00:00:00 Create a page with Breeze Assistant
• 00:02:18 Sections, elements, and themes
• 00:04:33 Mobile, limits, and a plan

Sources

• HubSpot: HubSpot Fall 2026 Spotlight
• HubSpot Knowledge Base: Create and customize pages in the new editor
• HubSpot Knowledge Base: Create landing pages with Breeze Assistant
• Our research: HubSpot AI-Powered Website Editor: What's New and How to Use It

More HubSpot updates
Every HubSpot update we cover lives at Sidekick Strategies HubSpot Updates.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release.

This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner.

Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.