Sidekick's What Just Shipped

Date rules allow today: same-day entries stop failing | Shipped Oct 2026

Sidekick Strategies — Mon, 02 Nov 2026 16:31:14 -0500

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.

Goal setup rebuilt: cleaner targets, fewer dead ends | Shipped Nov 2026

Sidekick Strategies — Mon, 02 Nov 2026 16:30:50 -0500

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.

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.

Form consent split: legal basis and email, in beta | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:07:45 -0500

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.

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.

Recurring discount codes: percentage only, per-link switch | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:07:13 -0500

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.

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.

Marketing event workflows: beta, Pro and up, no contacts | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:06:37 -0500

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.

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 custom skills: what's documented | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:05:54 -0500

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.

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 pipelines: stages by chat, plans apply | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:05:22 -0500

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.

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.

Update payment method links: send one before it fails | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:04:48 -0500

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.

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.

Email tracking consent: no yes, no opens | Shipped Oct 2026

Sidekick Strategies — Sun, 01 Nov 2026 12:04:15 -0500

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.

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 connectors: Gong, Slack, Xero, and more | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:43:23 -0400

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.

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 decks you can save as PowerPoint | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:42:36 -0400

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.

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 connector tool permissions: read vs write | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:41:54 -0400

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.

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.

Zoom recording sync: closing the new-hire gap | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:41:20 -0400

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.

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.

New landing page editor: a readiness check first | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:40:41 -0400

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.

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.

Conversational enrichment: let email update the CRM | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:40:22 -0400

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.

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 email drafts on the HubSpot mobile app | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:38:00 -0400

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.

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.

Lock the form email at checkout: one buyer, one contact | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:37:14 -0400

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.

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 Credits spend limits: set your ceiling first | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:36:34 -0400

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.

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.

Customer Agent setup: from first click to first channel | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 19:35:54 -0400

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.

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.

Build pages in HubSpot's new AI-powered editor | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 17:02:18 -0400

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.

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.

Rounded corners and borders for your email sections | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:56:00 -0400

HubSpot's drag and drop email editor lets you add rounded corners, borders, and top and bottom spacing to individual sections. First thing to try: click your main section, select Apply to all sides, and set one corner radius.

Who it's for: email marketers and designers who want emails to match the brand, Marketing Hub admins who own shared email templates, and anyone who used the Boxed format.

Our research first covered this on September 18, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article on editing marketing email content and design (updated Oct 19, 2026) documents Rounded corners, Borders, and top and bottom margins and padding for sections, lists Marketing Hub Professional and Enterprise, and notes that rounded corners appear square in Classic Outlook for Windows. Our write-up said the feature reaches every hub and tier and that the Boxed layout option was removed with automatic migration. The help article still lists the Boxed format, so we couldn't confirm the removal.

In this episode

00:00:00 Corners and borders, section by section
00:02:14 Spacing, Outlook, and saved sections
00:04:50 What we couldn't confirm, and a plan

Sources

HubSpot Knowledge Base: Edit marketing email content and design
HubSpot Knowledge Base: Upload external email templates using AI
Our research: Rounded Corners and Border Enhancements in Marketing Email

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

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.

Your customer portal's support area is now Support Space | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:54:28 -0400

HubSpot renamed the support area in customer portal to Support Space, as the portal expands beyond support tickets. First thing to try: search your help articles, snippets, and email templates for "support area" and update them.

Who it's for: support team leads and Service Hub admins who run a customer portal, customer success managers who point customers to it, and anyone still on the legacy customer portal.

Our research first covered this on September 18, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's August 2026 product updates announce the Support Space rename. HubSpot's support portal help articles (updated Oct 8 and Oct 23, 2026) still use the name support portal, list Service Hub Professional and Enterprise, and cover setup, customer ticket permissions, access, conversation visibility, and migrating from the legacy customer portal. Our write-up said every tier including Free gets Support Space, and mentioned vertical menu icons and future onboarding and billing spaces. We couldn't find official detail on the icons or those spaces.

In this episode

00:00:00 The rename, and setting up the portal
00:02:06 Who sees what
00:04:19 What we couldn't confirm, and a plan

Sources

HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Set up a support portal
HubSpot Knowledge Base: Manage support portal settings
Our research: The Support Area in Customer Portal Is Now Support Space

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

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.

Add Notetaker to a meeting that's already live | Shipped Oct 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:50:09 -0400

HubSpot's Notetaker help article now documents a beta for adding Notetaker to a meeting that's already in progress, from Sales, Calendar, More tools. First thing to try: have a Super Admin opt into the live-meeting beta.

Who it's for: account executives and customer success managers on back-to-back video calls, sales and service managers who rely on meeting summaries, and HubSpot admins who set up Notetaker.

Our research first covered this on October 26, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's Notetaker help article (updated Oct 30, 2026) labels Add Notetaker to a live meeting as a beta that Super Admins opt into, and lets you pick an active HubSpot meeting or paste a video link with at least one CRM association. The article header lists Sales Hub and Service Hub Starter, Professional, and Enterprise, with a seat required. Our September write-up described inviting Notetaker by adding notetaker@hubspot.com to a calendar invite. We couldn't find that address in HubSpot's help article or Notetaker product page, so treat it as unconfirmed.

In this episode

00:00:00 Adding the bot mid-call, and why it drops
00:02:20 Other ways in, and what the room hears
00:04:37 What we couldn't confirm, and a plan

Sources

HubSpot Knowledge Base: Record and take notes in meetings with Notetaker
HubSpot: AI Notetaker for Sales Teams
Our research: HubSpot Notetaker: Invite or Re-Invite Bot to Live Meetings
Our research: HubSpot Notetaker Email Address: Invite from Any Calendar

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

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.

Ask Breeze what your customers already told you | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:49:18 -0400

HubSpot's fall Spotlight says you can ask Breeze Assistant about your full HubSpot conversation history across email, chat, and calls. First thing to try: before your next renewal call, ask what that customer raised this quarter.

Who it's for: customer success managers prepping renewals and quarterly business reviews, support team leads tracking recurring issues, and sales managers studying how buyers describe their problems.

Our research first covered this on September 16, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's Fall 2026 Spotlight lists conversation history in Breeze Assistant across email, chat, and calls. HubSpot's Breeze Assistant help articles (updated Oct 20 and Oct 29, 2026) require the Give users access to Breeze Assistant setting, tie answers to your user permissions, show citations and a Sources list, and include a beta example for summarizing live chat conversations. They also describe a separate, on-by-default history of your own Breeze chats. We couldn't find a help article dedicated to this feature, so the launch date and public beta label come from our write-up.

In this episode

00:00:00 What it searches, and the naming trap
00:02:11 Asking well and checking sources
00:04:28 What we couldn't confirm, and a plan

Sources

HubSpot: HubSpot Fall 2026 Spotlight
HubSpot Knowledge Base: Use Breeze Assistant
HubSpot Knowledge Base: Understand Breeze Assistant
Our research: Search Conversation History in Breeze Assistant

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

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.

See what customers really contact you about, by topic | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:48:43 -0400

HubSpot topics use AI to classify recurring themes across tickets and conversations, then report them in Help Desk and Customer Agent. First thing to try: have a Super Admin opt into the Topics beta and turn on topic tracking.

Who it's for: support managers who want to coach from data, RevOps leaders who need reliable ticket categories for reporting, and product and CX teams watching for emerging issues.

Our research first covered this on September 11, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 14, 2026) lists Service Hub Professional and Enterprise, calls Topics an opt-in beta for Super Admins, and says you turn on topic tracking under Data Management. It covers nine default topic areas, custom topic groups and subtopics, pausing topics, the Help Desk Topics table (tickets, CX Score, QA score, time to close SLA adherence), customer agent coaching opportunities by topic, and primary-topic counting in reports. Our write-up's "zero setup" framing and its Starter and Free note don't match the current help article, and we couldn't confirm manual topic overrides. Topics are unavailable for sensitive data accounts.

In this episode

00:00:00 Turning on topics
00:02:23 Reading the topic reports
00:04:43 Our research versus HubSpot, and a plan

Sources

HubSpot Knowledge Base: Use topics to analyze customer interactions
Our research: HubSpot Help Desk Topic Analysis: No Manual Tagging Required

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

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.

Batch test your customer agent before it goes live | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:48:02 -0400

HubSpot's customer agent now has batch testing: build a set of questions, run them all at once, and review every answer before customers see it. First thing to try: build one test set from your busiest conversation theme.

Who it's for: Service Hub admins running the customer agent as a first-line support layer, RevOps leaders who want a repeatable process for AI changes, and content teams using the agent for self-service.

Our research first covered this on September 11, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 13, 2026) covers blank tests, questions generated from live conversation themes (five or more similar conversations needed), up to eight test sets, Looks good and Looks bad reviews, and coaching across Knowledge, Actions, Handoff, and Experience. It says a note doesn't update the agent and goes to an admin for review, Segments testing is an opt-in beta, and coaching needs editor permissions and an assigned seat. HubSpot's September updates add a Tester button on every configuration page, a Test API button, and Auto-Setup. We couldn't confirm whether test runs use HubSpot Credits.

In this episode

00:00:00 Building a test set
00:02:14 Reviewing, coaching, and notes
00:04:46 What we couldn't confirm, and a plan

Sources

HubSpot Knowledge Base: Test and improve your customer agent with batch testing
HubSpot Product Updates: September 2026 Product Updates
Our research: HubSpot Customer Agent Batch Testing: What It Is and How to Use It

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

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.

One search bar for records and Breeze on Android | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:47:23 -0400

On Android, HubSpot combined Breeze and Global Search into a single entry point, so one search bar can find a record or start a Breeze Assistant chat. First thing to try: tap the search bar and type "prepare for my next meeting."

Who it's for: field sales reps who work between customer visits, sales managers who check pipeline on their phones, and RevOps leaders who want teams acting on CRM data on the road.

Our research first covered this on September 10, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's August product updates confirm Breeze Enhanced Search on Android. HubSpot's mobile help article (updated Oct 29, 2026) says Android users tap the search bar at the bottom to start a Breeze Assistant chat, lists all products and plans, and requires the Give users access to Breeze Assistant setting. We cover meeting prep, file uploads like a business card, desktop projects on mobile, follow-up email drafts, and the separate voice mode public beta (English only, limited to one hour per user per day). The Breeze Bar name, the Search and Ask toggle, the replaced floating action button, and the standard Global Search fallback come from our write-up only. Trust your screen.

In this episode

00:00:00 One entry point on Android
00:02:18 Uploads, projects, and the voice beta
00:04:34 What we couldn't confirm, and a plan

Sources

HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app
HubSpot Knowledge Base: Use Breeze Assistant voice mode on the HubSpot mobile app
Our research: HubSpot Breeze Enhanced Search Mobile: Android Update

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

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 drafts your next blog post | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:46:45 -0400

HubSpot's Blog page now has a Create with AI option: Breeze Assistant turns a topic, a brief, or a link to an older post into a complete draft. First thing to try: paste the URL of one older post worth refreshing.

Who it's for: small marketing teams where blog production has stalled, Content Hub users managing pillar pages, and business owners with deep expertise but limited time.

Our research first covered this on September 9, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's help article (updated Oct 2, 2026) covers the path (Content, then Blog, then Create, then Create with AI), clarifying questions on goal, audience, and tone, the preview panel, and Copy, Share, and Export as PDF. It lists Marketing Hub and Content Hub Professional or Enterprise, and three AI Settings switches a Super Admin must turn on. It doesn't call the feature a beta or describe an outline step, and SEO, AEO, link suggestions, and pillar cluster articles come from our write-up only. We also cover automatic brand voice setup from HubSpot's September updates, a made-up small team, and a five-step plan. Trust your screen.

In this episode

00:00:00 From topic or URL to a full draft
00:02:11 Access, switches, and brand voice
00:04:22 What we couldn't confirm, and a plan

Sources

HubSpot Knowledge Base: Create blog posts with Breeze Assistant
HubSpot Product Updates: September 2026 Product Updates
Our research: HubSpot Breeze Assistant Blog Creation: What's New

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

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.

Ask Breeze for MRR, answered from your contracts | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:46:07 -0400

HubSpot's revenue reporting help now lists a beta where Breeze Assistant answers TCV and MRR questions from your contracts. First thing to try: ask a Super Admin which betas your account has turned on.

Who it's for: RevOps leaders at subscription businesses, founders who need revenue numbers before a board call, and account teams who own renewals and expansions.

Our research first covered this on September 3, 2026. Here's where it stands as of our Oct 31, 2026 check. HubSpot's revenue reporting article (updated Sep 11, 2026) labels Breeze revenue analysis a beta that a Super Admin opts the account into, with example prompts for booked TCV, current MRR, and MRR over time. Contracts need a Revenue Hub subscription unless the account is in the Direct Create, Edit, and Renew HubSpot Contracts beta, so "all hubs and tiers" in our write-up needs that context. We also cover contract versus deal reporting, Contract Imports from HubSpot's September updates, AI settings, evergreen contracts, checking Breeze against the MRR waterfall report, and a five-step plan. Follow-up prompts, like a breakdown by contract owner, come from our write-up only. Trust your screen.

In this episode

00:00:00 What Breeze can answer from contracts
00:02:28 Contracts, imports, and a test run
00:04:47 What we couldn't confirm, and a plan

Sources

HubSpot Knowledge Base: Report on revenue in HubSpot
HubSpot Knowledge Base: Understand contracts in HubSpot
HubSpot Knowledge Base: Set up contracts
HubSpot Product Updates: September 2026 Product Updates
Our research: HubSpot Breeze Now Understands Contract Revenue Data

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

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.

One color theme for your whole HubSpot dashboard | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:45:18 -0400

Your dashboard has a purple chart, an orange chart, and a teal one. HubSpot's September updates added dashboard color themes: one palette, including your Brand Kit colors, applied to every eligible report on a dashboard, on all hubs and tiers. We cover report-level color palettes in the custom report builder, the Pattern Fill option for people with color blindness or low vision, where your brand colors come from (Brand Kit, Edit Colors, or import from a web page), separate brand kits with the Brands add-on, the two other dashboard fixes in the same update (caching with a Last updated timestamp, and pivot tables that keep their first and Totals columns in view), a made-up plumbing supplier, cloning a dashboard to test safely, and a five-step plan before your next meeting.

Who it's for: HubSpot admins and RevOps leads with dashboards for several teams, marketing ops leaders who present to leadership, and agencies building client-facing dashboards.

Our research first covered this on September 3, 2026. Here's where it stands as of our Oct 30, 2026 check. HubSpot's September product updates confirm the feature and its availability. HubSpot's report builder article (updated Oct 28, 2026) documents Color palette and Pattern Fill. HubSpot's dashboard article (last updated Jul 29, 2026) doesn't yet describe a theme setting. So the Actions, then Dashboard settings, then Theme path, the Blues and Greens presets, the edit-permission rule, and per-dashboard themes come from our write-up only. Trust your screen.

In this episode

00:00:00 Dashboard color themes, and who gets them
00:02:06 Brand colors, caching, and pivot tables
00:04:31 Finding the setting, and a meeting plan

Sources

HubSpot Product Updates: September 2026 Product Updates
HubSpot Knowledge Base: Create reports with the custom report builder
HubSpot Knowledge Base: Edit a brand's logo, favicon, brand colors, fonts, and theme
HubSpot Knowledge Base: Customize your dashboard
Our research: HubSpot Dashboard Color Themes: One Setting, All Reports

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

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

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.

Customer Agent handoffs your support team can trust | Shipped Sep 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:44:42 -0400

Your customer explains everything to the chatbot, gets passed to a human, and has to start over. This episode walks through how HubSpot's Customer Agent hands off conversations: the three default triggers, custom handoff guidelines (like any mention of Refund or Cancellation), live vs. async vs. no handoff (set separately for chat and email), routing to an inbox, help desk, or ticket-based workflow, the Team only setting that hands off even when nobody is available, auto-translated handoff messages, the Reassign Tickets workflow template, and the Customer Agent ticket status property. Then we cover the documented actions library: Update CRM object, the twenty-action limit, and the Match email and Verify email protection levels. Plus a made-up meal-kit company and a five-step plan.

Who it's for: support operations managers running several queues, RevOps leaders who own the CRM data model, and growing companies with three or more support teams.

Our research first covered this on September 3, 2026. Here's where it stands as of our Oct 30, 2026 check. Our write-up covers an action called Collect Ticket Properties, where the agent asks questions, writes the answers to the ticket, and a workflow routes it. HubSpot's handoff help article (updated Oct 26, 2026) and its actions help article (updated Oct 30, 2026) don't describe that action yet. Our write-up notes HubSpot labels it a current development plan, so check your account before planning around it.

In this episode

00:00:00 When Customer Agent hands off, and to whom
00:02:27 Routing, empty shifts, and messages
00:04:55 Collecting details, actions, and a plan

Sources

HubSpot Knowledge Base: Set up and customize customer agent's handoff process
HubSpot Knowledge Base: Set up customer agent actions
Our research: HubSpot Customer Agent: Collect Ticket Properties Before Handoff

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

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

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.

Service teams can record site visits on their phones | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:43:25 -0400

Your support lead just spent an hour on site, and the only record is a sticky note. HubSpot's August updates brought Mobile Notetaker to Service Hub Professional and Enterprise, so service teams can record a visit on their phone and get an AI summary, a transcript, and suggested next steps. We cover the plans and seats, the Selected Experience switch that hides the microphone from non-sales Home screens, two other ways to start recording, what works offline, filing a visit on several records at once, adding photos, files, mentions, and follow-up tasks, the Review, Actions, and Details tabs, a made-up support lead named Marisol, the guardrails (consent, no protected health information, the ten-second rule for property suggestions), what to audit in your workflows before rollout, and a five-step plan for a service team.

Who it's for: field customer success managers, CS team leads who want searchable visit records, and RevOps leaders who care about CRM data quality.

Our research first covered this on September 1, 2026. Here's where it stands as of our Oct 30, 2026 check against HubSpot's help article (updated Oct 30, 2026). The plans, seats, summary, transcript, and suggestions match. Our write-up says you can start from the Home screen, but skips the step where you switch Selected Experience to Sales. Our write-up says the AI drafts a follow-up email; HubSpot's help article covers emailing or copying the summary, while HubSpot's September product updates mention generating a follow-up email, so check your app.

In this episode

00:00:00 Mobile Notetaker comes to Service Hub
00:02:04 Filing the visit and reading the recap
00:04:29 Gaps, guardrails, and a service plan

Sources

HubSpot Knowledge Base: Use Mobile Notetaker to record meetings with the HubSpot mobile app
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates
Our research: HubSpot Mobile Notetaker Now in Service Hub Pro and Enterprise

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

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

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.

Google Ads suggestions you can apply inside HubSpot | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:42:53 -0400

Google keeps a running list of ways to improve your ad campaigns, and now HubSpot shows that list inside its Ads tool, with Apply now and Dismiss next to each suggestion. We cover where Recommendations lives (Marketing, then Ads, then the Manage tab's left sidebar), the Account and Status filters, what each row tells you (the change, the campaign, and the estimated weekly impact), the recommendation count on each campaign, what happens when you dismiss one, a made-up heating company's Monday routine, and a five-step habit you can start this week.

Who it's for: small teams without a paid search specialist, marketing ops leads, agencies managing several client ad accounts, and founders who want their ad spend working harder.

Our research covered this twice, on August 31 and October 14, 2026. Here's where it stands as of our Oct 30, 2026 check against HubSpot's help article (updated Oct 21, 2026). HubSpot lists Marketing Hub Starter, Professional, and Enterprise. Our October write-up also says Free, and HubSpot doesn't. Our write-ups describe Category and Campaigns filters, a separate Recommendations tab, and an optimization score; HubSpot's article describes Account and Status filters, a Recommendations item in the Manage tab's sidebar, and estimated weekly impact. Bulk apply or dismiss isn't in HubSpot's article, so treat it as unconfirmed.

In this episode

00:00:00 Google's ad suggestions, now in HubSpot
00:02:17 Reading, applying, and dismissing
00:04:28 Where our write-ups differ, and Mondays

Sources

HubSpot Knowledge Base: Review and apply Google Ads recommendations in HubSpot
Our research: Google Ads Recommendations in HubSpot: Apply Without Switching (August)
Our research: Google Ads Recommendations in HubSpot: Apply Without Switching (October)

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

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

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.

Design a landing page in Claude, send it to HubSpot | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:42:04 -0400

You describe a landing page in a chat, Claude designs it, and one click later it's sitting in HubSpot as a draft. HubSpot says Claude pulls in your products, brand context, and existing content while it designs. We cover what you need (the HubSpot connector for Claude and a paid Claude plan), who can connect the connector and what Super Admins approve, the exact Send steps in Claude Design, a made-up credit union marketer named Tasha, the three rules from HubSpot's help article (landing pages only, Send don't chat, publishing creates new versions), what Claude can see about drafts, and a five-step first week.

Who it's for: small marketing teams without a designer, demand generation marketers, HubSpot admins who want fewer tools, and agencies building pages for clients.

Our research first covered this on August 28, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on sending landing pages from Claude Design (updated Aug 26, 2026) matches our write-up on the steps, the plan requirement, the Send button rule, and the new-version rule. HubSpot's connector article (updated Oct 19, 2026) adds the approval rules. Our write-up said these pages inherit Content Hub settings like domains, reporting, and A/B testing; HubSpot's article doesn't say that, so check the draft yourself.

In this episode

00:00:00 Claude Design pages, and who can connect
00:02:20 Sending a page, step by step
00:04:30 Three rules and a first-week plan

Sources

Our research: Claude Design to HubSpot: Send Landing Pages as Drafts
HubSpot Knowledge Base: Send landing pages from Claude Design to HubSpot
HubSpot Knowledge Base: Set up and use the HubSpot connector for Claude
HubSpot Product Updates: August 2026 Product Updates

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

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

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.

Your HubSpot phone app now tells you what to do next | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:41:29 -0400

You open the HubSpot app between meetings, and instead of a dashboard, it hands you a to-do list. HubSpot calls it the Action Feed: meetings, tasks, and follow-ups, each with a next step one tap away. We cover where the feed lives (the Sales and Sales & Marketing experiences), the meeting prep card and its orange and purple bars, prepping with Breeze, recording with Mobile Notetaker, the next steps card, a made-up rep named Leo with four office visits, task cards, the CRM activity card, what dismissing does (and doesn't) delete, and a five-step first week.

Who it's for: field sales reps, sales managers who need accurate pipelines, RevOps teams who own data quality, and small sales teams with heavy meeting loads.

Our research first covered this on August 27, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's Action Feed help article (updated Oct 23, 2026) lists four cards, not the three our write-up described. HubSpot's August post lists the mobile home screen for Sales Hub Pro and up, while the help article says all products and plans, and our write-up said every tier including free. The next steps card depends on Mobile Notetaker, which needs Sales Hub or Service Hub Professional or Enterprise and an assigned seat. Our write-up's property-update approvals, follow-up email button, and "Action Feed Zero" aren't on HubSpot's help page, so we call them unconfirmed.

In this episode

00:00:00 The Action Feed, and prepping on the road
00:02:29 After the meeting, tasks, and who it helps
00:04:52 A missing card, plan gaps, and week one

Sources

Our research: HubSpot Mobile Action Feed: New Home Screen for Sales Reps
HubSpot Knowledge Base: Complete daily actions with the action feed in the HubSpot mobile app
HubSpot Knowledge Base: Use Mobile Notetaker to record meetings with the HubSpot mobile app
HubSpot Product Updates: August 2026 Product Updates

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

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

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 mobile app gets a new look and full dark mode | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:40:44 -0400

It's late, your phone is in dark mode, and the HubSpot app still flashes white at you. HubSpot says that's fixed: the mobile app got a full redesign, with dark mode support on every screen. We cover what changed (and what didn't), where Dark Mode and Device lock live in the app's settings, a made-up rep named Jordan who leaves a phone at a trade show booth, supported phones, the jailbroken and rooted device rule, automatic updates, connecting a calendar on mobile, Breeze search on Android, and a five-step rollout plan.

Who it's for: field sales reps, service agents checking tickets away from a desk, owners and RevOps leads who review pipelines on the go, and anyone who keeps their phone in dark mode.

Our research first covered this on August 27, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's August product updates describe the redesign and full dark mode on iOS and Android. HubSpot's install guide (updated Oct 26, 2026) lists Dark Mode settings and Device lock in the app's settings. Our write-up said HubSpot noted most mobile users have dark mode on; we didn't find that on a HubSpot page, so we call it unconfirmed.

In this episode

00:00:00 A redesigned app, and where dark mode lives
00:02:08 Device lock, supported phones, and updates
00:04:24 An unconfirmed stat and a rollout plan

Sources

Our research: HubSpot Mobile App Redesign: New UI and Dark Mode (2026)
HubSpot Knowledge Base: Install the HubSpot mobile app
HubSpot Product Updates: August 2026 Product Updates

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

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

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 on your phone now builds the document | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:40:02 -0400

Your phone can now hand you a finished document, not just a chat answer. HubSpot says Breeze on mobile can build documents, email drafts, and HTML pages in a canvas you refine from chat. We cover who gets it, the AI setting an admin has to turn on, opening Breeze on iPhone and Android, artifacts and Share as PDF, sending email drafts, the content assistant on a contact record, photo and file uploads, a made-up account manager named Marcus, voice input, projects, meeting prep, and a five-step first-week plan.

Who it's for: field reps and account executives, founders who wear every hat, marketing ops leads, and customer success teams who work away from a desk.

Our research first covered this on August 27, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's mobile Breeze help article (updated Oct 29, 2026) describes artifacts (documents, email drafts, and custom HTML pages), a share icon with options like Share as PDF, and sending email drafts to the contact. Our write-up also mentioned saving as HTML and changes saving automatically; we didn't find either on a HubSpot page, so we call them unconfirmed.

In this episode

00:00:00 Mobile Breeze documents and who gets them
00:02:42 Photos, voice, projects, and meeting prep
00:05:04 Unconfirmed steps and a first-week plan

Sources

Our research: HubSpot Breeze Assistant Mobile: Create Documents on the Go
HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app
HubSpot Product Updates: August 2026 Product Updates

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

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

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.

Peppol e-invoicing in HubSpot, and what's confirmed | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:39:14 -0400

If you bill other businesses in Germany or Belgium, PDF invoices are giving way to structured e-invoices. Our research says HubSpot now sends them over the Peppol network; HubSpot's own billing page says native e-invoicing is still being built, with early access. We cover what e-invoicing is, the mandate timeline HubSpot describes, where our sources split, the setup our research describes (clearly labeled), what happens when a customer isn't on Peppol, the lock on sending, credit memos, a made-up Belgian agency, and a five-step plan for finance teams.

Who it's for: finance and RevOps leads at companies that bill businesses in Belgium or Germany, and agencies with clients there.

Our research first covered this on August 25, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's billing page says HubSpot "does not yet support e-invoicing in countries with specific compliance mandates" and is "actively building native e-invoicing for Revenue Hub customers in the EU," with early access for France, Belgium, and Germany. We found no HubSpot help article for the Peppol setup, so the setup steps, statuses, lock-on-send, and credit memo details come from our write-up only and are labeled that way. Our write-up called it available on every hub and tier and "fully compliant"; HubSpot's pages say early access and to check requirements with your legal or tax advisors.

In this episode

00:00:00 E-invoicing rules, and where sources split
00:02:27 The Peppol setup our research describes
00:04:54 Corrections and a careful rollout plan

Sources

Our research: HubSpot Peppol E-Invoicing: Belgium and Germany Setup Guide
Our research: HubSpot billing software (e-invoicing FAQ)
HubSpot Knowledge Base: Create invoices for your buyers in HubSpot

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

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

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.

Passkeys reach the Outlook add-in, with one catch | Shipped Aug 2026

Sidekick Strategies — Sat, 31 Oct 2026 12:38:42 -0400

You're between meetings, Outlook asks you to sign in to HubSpot again, and the password is on a sticky note. HubSpot now supports passkeys in its Sales Outlook add-in, so a fingerprint, face scan, or PIN can stand in for the password. We cover what a passkey is, who gets it, setting one up on desktop, the two Outlook add-ins (and the one where passkeys still don't work), a made-up rep named Priya, single sign-on limits, lost-passkey recovery, and a five-step rollout plan for admins.

Who it's for: sales reps who live in Outlook, IT and security admins, and RevOps leads who want more email activity logged in the CRM.

Our research first covered this on August 25, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's passkey help article (updated Sep 22, 2026) says passkey login is not available with the maintenance-mode HubSpot Sales Outlook desktop add-in, and that users required to log in with SSO aren't eligible for passkeys. Our write-up said every place you sign in now supports passkeys and that passkeys complement SSO; we follow HubSpot on air. The exact add-in sign-in screens in our write-up aren't on a HubSpot page, so we call them unconfirmed.

In this episode

00:00:00 Passkeys in Outlook, and who gets them
00:02:29 Two Outlook add-ins, and why it matters
00:04:54 Corrections, lockouts, and a rollout plan

Sources

Our research: HubSpot Passkey Login for Outlook Sales Add-In: What to Know
HubSpot Knowledge Base: Set up and log in with passkeys
HubSpot Knowledge Base: Install HubSpot Sales for Gmail, Office 365, and Outlook desktop
HubSpot Knowledge Base: Troubleshoot the HubSpot Sales Office 365 add-in
HubSpot Product Updates: August 2026 Product Updates

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

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

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.

Describe a payment link, and Breeze builds it | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 22:04:50 -0400

The buyer said yes on the call, and now you're clicking through an editor to build their payment link. Breeze Assistant can now draft a payment link from one plain-language prompt, and clone, update, or switch it off later. We cover who can create links, the payment processor you need, opening Breeze, the checkout settings to review (forms of payment, addresses, stored payment methods), how links create or attach to deals, preview and sharing, HubSpot's low-value test, why it matters, and a six-step plan for a rep whose buyer just said yes.

Who it's for: sales reps who close with payment links, RevOps teams who manage checkout fees, and anyone who waits on finance for a link.

Our research first covered this on August 25, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on creating payment links (updated Oct 26, 2026) includes creating them with Breeze Assistant and requires Super Admin or Manage payment links permissions plus a payment processor. Our write-up said no setup was needed, placed the Breeze icon in the bottom-right corner, and said only credit cards and ACH were accepted; HubSpot's current articles say otherwise, so we follow HubSpot on air.

In this episode

00:00:00 A payment link from one prompt
00:02:12 Checkout settings, deals, and preview
00:04:22 Corrections, discount codes, and a plan

Sources

Our research: Breeze Assistant Payment Links: Build and Manage in Seconds
HubSpot Knowledge Base: Create and share payment links
HubSpot Knowledge Base: Use Breeze Assistant
HubSpot Product Updates: August 2026 Product Updates

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

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

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's new look, and where things moved | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 22:04:12 -0400

You opened Breeze Assistant once, saw an empty box, and closed it. The redesigned panel now offers suggested prompts, and your chats, artifacts, and memories sit under one Breeze menu. We cover who gets it, the admin switch that decides whether anyone sees it, opening it from the top navigation, the Breeze menu, memories, saved prompts, sources and context, the usage limit, what the theme change means now, why it matters, and a six-step plan for anyone who gave up on Breeze the first time.

Who it's for: admins and RevOps leads trying to drive Breeze adoption, sales reps who live in deal records, and smaller teams where Breeze has felt too complex to start.

Our research first covered this on August 25, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on using Breeze Assistant (updated Oct 29, 2026) describes opening it from the top navigation, suggested prompts, and the Breeze dropdown menu. A HubSpot staff post in the community says the classic theme was sunset on August 31, with no option to switch back, so our write-up's theme opt-in caveat no longer applies. We couldn't confirm the left-side panel or "up to three" suggested prompts on HubSpot's pages.

In this episode

00:00:00 A friendlier Breeze, and who gets it
00:02:12 The Breeze menu, memories, and sources
00:04:34 Theme changes, and a six-step plan

Sources

Our research: HubSpot Breeze Assistant Redesign: What Changed
HubSpot Knowledge Base: Use Breeze Assistant
HubSpot Community: HubSpot's new design brings your work into focus

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

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

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.

Where should your customer agent go live first? | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 22:02:30 -0400

Your customer agent might be live on the easiest channel, not the one where customers are actually waiting. HubSpot's customer agent now reads your conversation data and recommends which channels to deploy it on first. We cover who gets it and what it costs, the 30-conversation threshold, the six numbers on the Channels page, the office hours setting that skews them, the Risk and Opportunity badges, Impact breakdown, why it matters, and a six-step plan for a support director with no evening staff.

Who it's for: support operations leaders who own the customer agent, RevOps admins who check routing before a channel goes live, and growing teams with an after-hours gap.

Our research first covered this on August 25, 2026, with a follow-up on October 13. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on deployment recommendations (updated Sep 3, 2026) lists six metrics where our August write-up listed four, and HubSpot's September product updates confirm you can ask Breeze Assistant about deployment by agent name. Our August write-up's "Start Small" default isn't on HubSpot's current pages.

In this episode

00:00:00 Which channel first, and who gets it
00:02:18 Six numbers, two badges, and deploying
00:04:28 Since August, and a one-channel plan

Sources

Our research: HubSpot Customer Agent Deployment Recommendations Explained
Our research: Breeze Customer Agent Deployment Recommendations in HubSpot
HubSpot Knowledge Base: Use customer agent deployment recommendations
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates

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

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

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.

Build inbox sidebar views for each team | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 22:01:46 -0400

A customer is waiting in chat, and your rep is scrolling the sidebar hunting for the one property that answers the question. In HubSpot's conversations inbox, Super Admins can now build the right sidebar once and give each team its own view, with association cards, property lists, and cards that show up only when a property matches. We cover who can set it up, where to find it, team views, card types, the User permissions switch, conditional logic, the limits, why it matters, and a six-step plan for a support lead with two teams.

Who it's for: support and service leads, Super Admins who own the inbox, and RevOps teams standardizing what reps see.

Our research first covered this on August 21, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on customizing the inbox sidebar (updated Sep 3, 2026) requires Super Admin permissions, and HubSpot's September product updates note that user-level card ordering doesn't carry over. Our write-up said any admin can set it up, and that the Ticket card is customized separately with a planned change; we couldn't find the latter on HubSpot's current pages.

In this episode

00:00:00 A new inbox sidebar, and team views
00:02:20 Cards, permissions, and conditional logic
00:04:38 Fixes since August, limits, and a plan

Sources

Our research: HubSpot Conversations Inbox: New Sidebar Customization
HubSpot Knowledge Base: Customize the right sidebar of the conversations inbox
HubSpot Product Updates: September 2026 Product Updates

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

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

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.

One tap to record field meetings on your phone | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 22:00:37 -0400

The meeting ends, you walk to your car, and the notes you meant to type are already fading. The HubSpot mobile app now has a microphone on the Home screen: one tap starts Mobile Notetaker, even with no signal, and HubSpot writes the summary. We cover who gets it, what a Super Admin sets up on desktop, the Save recording switch that remembers your last choice, connecting a recording to the right meeting and records, the Review and Actions tabs, why it matters, and a plan for your next field meeting.

Who it's for: field sales reps, Service Hub teams on site visits, and anyone who meets customers where the signal is spotty.

Our research first covered this on August 21, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on Mobile Notetaker (updated Oct 30, 2026) documents the Home screen microphone, offline recording, setup, and the Save recording switch. HubSpot's September product updates list it for iOS and Android, so our write-up's "iOS only" is out of date. Our write-up also says the Action tab needs beta enrollment; HubSpot's article doesn't mention a beta.

In this episode

00:00:00 Record from your phone, even offline
00:02:07 Recording, saving, and the follow-up
00:04:12 What changed, the fine print, a plan

Sources

Our research: HubSpot iOS One-Tap Mobile Notetaker: Field Meeting Recording
HubSpot Knowledge Base: Use Mobile Notetaker to record meetings with the HubSpot mobile app
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates

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

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

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 writes your Gmail replies from CRM data | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:59:41 -0400

A prospect replies asking about next steps, and the deal details you need are in HubSpot, one tab away. Breeze Assistant in the HubSpot Sales Chrome extension can now draft that Gmail reply from the thread and your CRM data: contact, deal, and activity information. We cover who gets it, the three things to set up first, the steps from Write with Breeze to Insert, why nothing sends until you do, the privacy controls admins manage, why it matters, and a five-step plan for your first real reply.

Who it's for: sales reps and BDRs who send personal outreach from Gmail, founders who write their own follow-ups, and enablement leads rolling out Breeze.

Our research first covered this on August 20, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on writing Gmail emails with Breeze Assistant (updated Sep 10, 2026) lists it for all products and plans and describes Write with Breeze, a draft in the HubSpot Sales panel, prompts to refine, and Insert. Our write-up described an AI button with four editing actions, a Replace button, and a minimum extension version; we couldn't find those on any HubSpot page, so we follow HubSpot's steps on air.

In this episode

00:00:00 Gmail drafts from your CRM, and setup
00:02:20 The steps, privacy, and why it matters
00:04:41 What changed since August, and a plan

Sources

Our research: HubSpot AI Email Editing in Gmail with Breeze
HubSpot Knowledge Base: Write emails in Gmail with Breeze Assistant

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

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

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.

Dates and numbers now format the CLDR way | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:58:56 -0400

HubSpot moved how it formats dates, times, numbers, and currencies on CMS pages, landing pages, blog posts, and emails, from the older Java Runtime Environment locale data to CLDR, the Common Locale Data Repository. For most portals nothing visible changes. The catch is spacing: non-breaking spaces can now appear between a time and AM or PM, between a number and its unit, and in Cyrillic dates, and code that compares exact text can quietly stop matching. We cover what changed, the three HubL filters HubSpot names, why it matters, and a five-step check you can hand to whoever built your templates.

Who it's for: developers and CMS builders with custom templates or coded modules, marketing ops leaders at global companies, and integration owners who pass formatted text from HubSpot into other tools.

Our research first covered this on August 19, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's developer changelog still describes the migration, effective July 14, 2026, including the spacing changes, the filters most likely to be affected, and that no action is needed unless your setup relies on exact string formatting. Our write-up's advice to spot-check currency in invoices, quotes, and deal records goes beyond the pages HubSpot lists, so we label it as cautious advice.

In this episode

00:00:00 A new rulebook for dates and numbers
00:02:05 Hidden spaces and the filters to check
00:04:27 Open questions and a five-step check

Sources

Our research: HubSpot CLDR Locale Upgrade: What It Means for Your Portal
HubSpot Developer Docs: Content Rendering Will Migrate to CLDR Locale Data Standard

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

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

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.

Cap your marketing contacts before the bill jumps | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:58:12 -0400

One import that runs wider than planned can push your marketing contacts past your tier, and the higher bill stays until renewal. HubSpot now lets Super Admins and Modify Billing users set a maximum, so imports and automated features stop setting contacts as marketing once you hit it. We cover how marketing contact tiers bill, HubSpot's own five-contact example, where the setting lives, what happens at the maximum and who gets the email, the one setting that decides whether it really protects your budget, why it matters, and a five-step plan before your next update date.

Who it's for: marketing ops managers close to a tier threshold, RevOps leads with many people running imports and workflows, and finance leaders who want a predictable HubSpot bill.

Our research first covered this on August 14, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's August 2026 product updates list the maximum, and HubSpot's marketing contacts billing guide (updated Aug 14, 2026) documents who can set it, the steps, what happens at the maximum, and that the maximum and your tier are separate. Our write-up lists more tiers than HubSpot does and overstates what the cap prevents, so we correct both on air.

In this episode

00:00:00 Why one import can raise your bill
00:02:19 The cap, the tier, and who gets told
00:04:41 Our write-up, timing, and a plan

Sources

Our research: HubSpot Max Marketing Contact Limits: Stop Surprise Upgrades
HubSpot Knowledge Base: Understand marketing contacts billing
HubSpot Product Updates: August 2026 Product Updates

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

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

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.

Landing pages from a prompt: Breeze and content agent | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:56:59 -0400

Landing pages used to mean hours of briefs, copy handoffs, and CMS wrangling. Now you can describe a campaign goal to Breeze Assistant, answer a few clarifying questions, and get a generated landing page you refine in the chat before opening it in the page editor. We cover who gets it, the two Super Admin switches, the steps, why nothing publishes on its own, how HubSpot Credits are counted per generated piece, why it matters, and a plan for your next launch page.

Who it's for: small marketing teams running several campaigns at once, growth-stage companies moving fast without adding headcount, and Content Hub teams on Starter and above.

Our research first covered this on August 14, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help article on creating landing pages with Breeze Assistant (updated Oct 2, 2026) confirms the tiers, settings, and steps, and HubSpot's content agent guide (updated Oct 12, 2026) confirms that credits are used for each piece of content and that content agent doesn't publish automatically. Our write-up's free window before credits has passed, and a few of its details about what the agent reads aren't on a HubSpot page, so we flag them on air.

In this episode

00:00:00 Pages from a prompt, and who gets them
00:02:07 Building, publishing, and credits
00:04:17 Open questions and a Thursday plan

Sources

Our research: HubSpot Content Agent: Build Landing Pages with AI
HubSpot Knowledge Base: Create landing pages with Breeze Assistant
HubSpot Knowledge Base: Create content with content agent
HubSpot Knowledge Base: Generate and refine content with AI

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

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

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 invoice fixes: void or credit memo, you approve | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:56:05 -0400

When a customer is billed the wrong amount, the person fixing it has to pick between voiding the invoice and issuing a credit memo, and a void can't be undone. Our research reports that Breeze Assistant can now explain those options, draft the correction, and wait for your approval. We check that against HubSpot's own billing rules: when a void is allowed, what manual and online payments change, who has permission, how credit memos move money to the customer balance, how sales tax is adjusted, why it matters, and a safe Friday test.

Who it's for: sales ops and account managers handling billing adjustments after the close, customer success teams fielding billing requests, and small teams where one person handles invoicing.

Our research first covered this on August 14, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's invoice and credit memo help pages (updated Oct 28, 2026) document the void, payment, permission, and credit memo rules, and HubSpot's Breeze Assistant guide (updated Oct 20, 2026) describes the confirmation card before CRM changes. We couldn't find a HubSpot product update or help article for Breeze voiding invoices or issuing credit memos, so the feature details and availability come from our research and we flag them on air.

In this episode

00:00:00 What changed and the void rules
00:02:14 Permissions, credit memos, why it matters
00:04:33 Open questions and a Friday test

Sources

Our research: AI Invoice Corrections in HubSpot via Breeze Assistant
HubSpot Knowledge Base: Manage invoices of your buyers in HubSpot
HubSpot Knowledge Base: Create and apply credit memos
HubSpot Knowledge Base: Understand Breeze Assistant

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

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

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.

Mobile file uploads: photos straight onto CRM records | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:55:07 -0400

Photos and signed forms from the field used to wait for a trip back to a laptop before they reached the CRM. Now reps and technicians can take a photo, pick one from their library, or choose a file and upload it straight into a file property on a record in the HubSpot mobile app. We cover how it works, how the same file shows up on desktop, the file and size limits, the no-connection rule, why it matters, and a one-week field test.

Who it's for: field sales teams collecting signed documents, service teams documenting site conditions on tickets, and the RevOps and ops people who chase missing attachments.

Our research first covered this on August 11, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's July 2026 product updates confirm uploads to file properties from the mobile app on iOS and Android, for all hubs and tiers, on the latest app version. HubSpot's help pages (updated Sep 29 to Oct 29, 2026) document the ten-file limit per property, the 20 MB and 50 MB size caps, view controls, previewing files, the View all properties option, and that the app needs a connection to create or edit records. Several details in our write-up aren't on a HubSpot page, so we flag them on air.

In this episode

00:00:00 What mobile file uploads do
00:02:11 Desktop view, limits, and why it matters
00:04:12 Unconfirmed details and a field test

Sources

Our research: HubSpot Mobile File Uploads: Attach Photos and Docs to CRM Records
HubSpot Product Updates: HubSpot July 2026 product updates
HubSpot Knowledge Base: Property field types in HubSpot
HubSpot Knowledge Base: Work with records in the HubSpot mobile app
HubSpot Knowledge Base: Upload and manage files in the HubSpot mobile app

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

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

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.

Google Calendar to HubSpot: log missed meetings by hand | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:54:29 -0400

Some Google Calendar meetings never make it into HubSpot, especially first calls with prospects who aren't in your CRM yet. A beta in HubSpot's Sales extension for Google Calendar now lets you log those meetings by hand, and set the right records while you create a new one. We cover how to turn it on, what still won't sync, fixing associations, why it matters, and a one-week test for your reps.

Who it's for: account executives and reps who book meetings straight from Google Calendar, and the RevOps managers who chase missing activity.

Our research first covered this on August 10, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help page on managing meetings in Google Calendar (updated Sep 30, 2026) documents the Super Admin beta opt-in for all products and plans, Log meeting to HubSpot, setting associations on new meetings, what can't sync (cancelled, private, and unassociated meetings), and which buttons need Sales Hub Professional or Enterprise. HubSpot's August product updates say recurring external meetings now sync automatically, which differs from our write-up, so we flag that on air along with an attendee rule HubSpot's page doesn't tie to manual sync.

In this episode

00:00:00 Turning on manual meeting sync
00:02:08 What syncs and why it matters
00:04:18 Recurring meetings and a one-week test

Sources

Our research: HubSpot Manual Meeting Sync: Google Calendar Sales Extension
HubSpot Knowledge Base: Manage your meetings in Google Calendar with the HubSpot Sales Chrome extension
HubSpot Product Updates: HubSpot August 2026 product updates

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

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

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.

Scheduled prompts in Breeze: answers before you ask | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:53:34 -0400

Breeze Assistant used to wait for you to ask. Now you can save a prompt, put it on a schedule, and find the answer waiting in your chats. We cover how to set one up, the five-prompt limit that shapes what you automate, sharing and permissions, why it matters, and a first-month plan for a sales manager.

Who it's for: sales managers, RevOps leads, and CS managers who ask Breeze the same question every week.

Our research first covered this on August 7, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help page on prompts in Breeze Assistant (updated Oct 21, 2026) documents scheduled prompts for all products and plans, the setup path, up to five automated prompts per user, the clock icon in chats history, edit, pause and delete controls, object placeholders, and the Super Admin rule for shared prompts. Our write-up lists extra limits and a different menu path that we couldn't confirm on a HubSpot page, so we flag those on air.

In this episode

00:00:00 Setting up a scheduled prompt
00:02:06 Limits, sharing, and why it matters
00:04:10 Unconfirmed limits and a first-month plan

Sources

Our research: Scheduled Prompts in HubSpot Breeze Assistant
HubSpot Knowledge Base: Create and manage prompts in Breeze Assistant
HubSpot Knowledge Base: Use Breeze Assistant

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

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

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.

Reddit Ads in HubSpot: subreddit clicks become contacts | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:52:45 -0400

Reddit ad spend used to live in Reddit's dashboard, with no clear line to contacts or deals in HubSpot. Now you can connect a Reddit Ads account in HubSpot, turn on auto tracking, and see Reddit ads next to your other ad channels, with the contacts and deals they influenced. We cover how to connect it, the Reddit role that quietly breaks tracking, which ad formats HubSpot can track, why it matters, and a two-week test plan.

Who it's for: demand gen and marketing ops teams already spending on Reddit, and the Super Admins who opt their account into the beta.

Our research first covered this on August 5, 2026, and again on October 13, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's Reddit Ads help pages (updated Oct 7, 2026) document the Super Admin beta opt-in for all products and plans, the permissions you need, the Admin or Creator role requirement on the Reddit side, which ad types can be tracked, and workflow enrollment for contacts who interact with your ads. Our two write-ups disagree on whether the beta is private or public, and we couldn't confirm the attribution-property details on a HubSpot page, so we flag those on air.

In this episode

00:00:00 Connecting Reddit Ads to HubSpot
00:02:15 Tracking traps, formats, and why it matters
00:04:34 Beta stories and a two-week test

Sources

Our research: HubSpot Reddit Ads integration: what it does
Our research: Reddit Ads CRM attribution in HubSpot
HubSpot Knowledge Base: Connect and manage your Reddit Ads account in HubSpot
HubSpot Knowledge Base: Track your Reddit ads in HubSpot

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

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

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.

Microsoft Ads in HubSpot: search spend tied to contacts | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 21:51:37 -0400

Microsoft Ads data used to live in Microsoft, while your contacts and deals lived in HubSpot. Now you can connect a Microsoft Advertising account to HubSpot's ads tool, turn on auto-tracking, and send lifecycle stage changes back to Microsoft as conversion events. We cover what you need before you connect, what tracking adds, what can break it, why it matters, which campaign types are covered, and a five-step setup checklist.

Who it's for: paid search marketers and marketing ops teams already running Microsoft Ads, and the Super Admins who opt their account into the beta.

Our research covered this on August 3, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's three Microsoft Advertising help pages (updated Oct 4 and Oct 15, 2026) document the Super Admin beta opt-in for all products and plans, the sign-in and permission requirements, auto-tracking with an account-level final URL suffix, which campaign types are tracked, and conversion events back to Microsoft. We couldn't confirm a Microsoft Ads workflow trigger or video and connected TV reporting on a HubSpot page, so we flag those on air.

In this episode

00:00:00 Connecting Microsoft Advertising
00:02:03 Tracking, conversions, and why it matters
00:04:13 Unconfirmed extras and a setup checklist

Sources

Our research: Microsoft Ads integration in HubSpot: setup and attribution
HubSpot Knowledge Base: Connect your Microsoft Advertising account to HubSpot
HubSpot Knowledge Base: Track your Microsoft Advertising ads in HubSpot
HubSpot Knowledge Base: Create and sync ad conversion events for your Microsoft Advertising account

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

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

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.

Customer Agent as live chat backup when no one's free | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 12:44:55 -0400

When nobody on your team is available, HubSpot live chat conversations used to sit unassigned until someone triaged them. Now a live chat's assignment settings include a checkbox to hand those conversations to Customer Agent when no users are available or everyone is at capacity. We cover where the setting lives, the trade-off that comes with it, why it matters, two related handoff tools, and a five-step test plan.

Who it's for: support leads and HubSpot admins who run live chat and use, or are considering, Customer Agent.

Our research first covered this on July 27, 2026, and again on August 28, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's live chat help page (updated Oct 5, 2026) documents the "Assign to Customer Agent if no users are available" checkbox, and notes that while it's on, the agent's coverage, working hours and targeting rules can't be set from the agent's own settings for that channel. HubSpot's July and August 2026 product updates add the Customer Agent status property and manual assignment from the owner dropdown. Our two write-ups disagree on where the setting lives, and we couldn't confirm the rollout date, tier reach, or other channels, so we flag those on air.

In this episode

00:00:00 Where the backup setting lives
00:02:20 The trade-off and why it matters
00:04:34 Rollout questions and a five-step test

Sources

Our research: Conversation routing fallback to Customer Agent
Our research: Conversation routing fallback to Customer Agent: setup
HubSpot Knowledge Base: Create a live chat
HubSpot Knowledge Base: Set your conversations routing rules
HubSpot Knowledge Base: HubSpot July 2026 product updates
HubSpot Knowledge Base: HubSpot August 2026 product updates

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

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

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 homepage: a daily brief to start your day | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 12:44:04 -0400

HubSpot's new homepage, in beta, turns the first screen you see into a daily brief: your meetings and follow-ups, Prep with Breeze Assistant before a meeting, and a side panel with your day at a glance. We cover who can turn it on, what it shows, how to customize it for your role, why it matters, and a six-step plan for your first week.

Who it's for: sales reps and service teams who start the day in HubSpot, and the Super Admins who decide when to opt in.

Our research first covered this on July 24, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's home page help article (updated Sep 11, 2026) documents the beta opt-in for Super Admins, the daily brief, and Customize Home, which our July write-up listed as coming soon. HubSpot's August 2026 product updates describe a separate mobile Home Screen for sales reps. We couldn't confirm the new-theme requirement, a Prospecting Agent section, impact-score ranking, or when every user moves over, so we flag those on air.

In this episode

00:00:00 Who turns on the new homepage
00:02:08 Customizing the brief and why it matters
00:04:13 Theme, agents, and a five-step plan

Sources

Our research: HubSpot's new home feed: a daily anchor redesign
HubSpot Knowledge Base: Use your home page
HubSpot Knowledge Base: HubSpot August 2026 product updates

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

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

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.

Slack summaries on CRM records: context without the tab | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 12:43:20 -0400

Our research reported in July that HubSpot's Slack card on CRM records would show an AI summary of the linked channel. We walk through what HubSpot actually documents today: linking Slack channels to company and deal records, choosing which activity reaches the channel, workflow-created channels, and asking Breeze in Slack to summarize a thread and log it as a note. Then we flag what we couldn't confirm and give you a six-step plan.

Who it's for: account managers, sales leaders and HubSpot admins whose deal and client conversations happen in Slack.

Our research first covered this on July 22, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's Slack notifications help page (updated Aug 10, 2026) covers the Slack card and channel links, and the Breeze Assistant in Slack help page (updated Oct 19, 2026) covers thread summaries logged as notes. No HubSpot page we found mentions an AI summary on the Slack card itself, or the rollout date, setup and tier details in our write-up, so we flag those on air.

In this episode

00:00:00 Linking Slack channels to records
00:02:09 Breeze in Slack and why it matters
00:04:24 Checking the summary card, plus a plan

Sources

Our research: Slack CRM Card AI Conversation Summary
HubSpot Knowledge Base: Manage notifications in Slack
HubSpot Knowledge Base: Use Breeze Assistant in Slack
HubSpot Knowledge Base: HubSpot July 2026 product updates
HubSpot Knowledge Base: HubSpot August 2026 product updates

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

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

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.

QuickBooks and Xero customer mapping: invoices stay put | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 12:42:33 -0400

HubSpot's Improved Customer Mapping beta lets you choose how each QuickBooks Online customer maps to a HubSpot contact or company, instead of relying on contact sync and billing-email matches. We cover how the old matching worked, where to set mapping up, the auto-create option, what to check when an invoice won't sync, and a careful rollout plan.

Who it's for: RevOps admins and finance teams who create invoices in HubSpot and sync them to QuickBooks Online or Xero.

Our research first covered customer mapping on July 22, 2026, and again on September 24, 2026. Here's where it stands as of our Oct 30, 2026 check: a HubSpot Community team reply (Oct 9, 2026) describes the Improved Customer Mapping beta and its setup for QuickBooks Online. HubSpot's QuickBooks Online and Xero help pages (the Xero page updated Oct 29, 2026) don't mention it yet. Our two write-ups disagree on who's eligible and which sync directions are covered, and we couldn't confirm Xero support or the contact sync change on a HubSpot page, so we flag those on air.

In this episode

00:00:00 Why email matching broke invoices
00:02:16 Setting up customer mapping
00:04:18 Conflicting reports and a careful rollout

Sources

Our research: Persistent Customer Mapping for QBO and Xero
Our research: Customer Mapping for QuickBooks Online and Xero
Our research: HubSpot Community: QuickBooks connector thread (HubSpot team reply)
HubSpot Knowledge Base: Connect HubSpot and QuickBooks Online
HubSpot Knowledge Base: Connect HubSpot and Xero

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

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

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.

Meetings calendar in the main nav: your week, one place | Shipped Aug 2026

Sidekick Strategies — Fri, 30 Oct 2026 12:41:42 -0400

Every HubSpot user can now open a meetings calendar from the main navigation, under Sales, then Calendar, without a Sales Workspace login. We cover what you need connected first, how to get there, what the controls do, how booking works from the calendar, the Exchange and offline-mode limits, and why seeing your week inside the CRM matters.

Who it's for: marketing coordinators, ops leads, and account managers who book or join meetings but never had Sales Workspace access.

Our research first covered the meetings calendar on July 20, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's August 2026 product updates list a meetings calendar in the main navigation for all hubs and tiers, and the dedicated calendar view help page (updated Aug 31, 2026) documents it. HubSpot's pages don't confirm the orange and blue colour split, updating outcomes from the side panel, the Notetaker extras, or an August 17 public beta date, so we flag those as unconfirmed. HubSpot's August post also says recorded meetings no longer create a duplicate call record.

In this episode

00:00:00 Your week in Sales, then Calendar
00:02:21 Exchange, offline mode, and why it matters
00:04:27 Colors, outcomes, and a five-step checklist

Sources

Our research: Meetings Calendar in HubSpot Main Navigation
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Use the dedicated calendar view
HubSpot Knowledge Base: Use meetings

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

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

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 CTAs in assignment emails: skip the catch up | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 09:08:17 -0400

HubSpot's assignment notification emails can now carry AI-generated buttons that open the record with a pre-filled Breeze summary and suggested next steps. We cover where those emails come from, the cases where HubSpot sends no assignment email at all (self-assignment, imports, Salesforce sync, logged activity), the caps and settings that change what you receive, and the parts of the buttons we couldn't confirm.

Who it's for: sales reps, support reps, and RevOps leads whose records arrive by workflow rotation or assignment rules.

Our research first covered Breeze AI CTAs in assignment emails on July 2, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's June 2026 product updates list AI-powered CTAs in assignment notifications for all hubs and tiers. HubSpot's user notifications help page (updated Oct 21, 2026) doesn't mention the buttons, so the button labels, which record types get them, whether setup or credits are needed, and whether they can be turned off are unknown. HubSpot's August 2026 product updates added fuller context to notification emails.

In this episode

00:00:00 What the AI buttons are and where emails start
00:02:08 So in my
00:04:09 And when I

Sources

Our research: Breeze AI CTAs in Assign Notification Emails
HubSpot Product Updates: HubSpot June 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Set up user notifications

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

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

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.

Add to Dashboard panel: find the right report faster | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 09:06:31 -0400

Our write-up says HubSpot rebuilt the Add to Dashboard panel, with Breeze recommendations, your saved reports, and ready-made templates in three sections. HubSpot's own pages don't show it yet. We cover how HubSpot documents adding reports today, the report caps and limits worth knowing, a summer of confirmed dashboard updates, and which parts of the new panel we couldn't confirm.

Who it's for: RevOps, marketing ops, and anyone who builds HubSpot dashboards from a crowded reports list.

Our research first covered the updated Add to Dashboard panel on July 1, 2026. Here's where it stands as of our Oct 30, 2026 check: none of HubSpot's June through September 2026 product update posts lists the redesigned panel, and HubSpot's help page on customizing dashboards (updated Jul 29, 2026) still describes Add content, then Report, with a hover and + Add list. Whether the panel is live, in beta, or rolling out is unknown. HubSpot did confirm new dashboard navigation and a settings panel (June), inline report descriptions and clearer embed options (August), and dashboard caching and color themes (September), all for all hubs and tiers.

In this episode

00:00:00 Adding reports the way HubSpot documents it
00:02:13 Summer dashboard updates and the ROI angle
00:05:27 Unconfirmed AI picks, caching, and a plan

Sources

Our research: Updated Add to Dashboard Panel
HubSpot Knowledge Base: Customize your dashboard
HubSpot Knowledge Base: Manage dashboards
HubSpot Product Updates: HubSpot June 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates

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

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

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.

Customer Agent email targeting: choose who gets AI replies | Shipped Jul 2026

Sidekick Strategies — Fri, 30 Oct 2026 09:05:53 -0400

HubSpot's customer agent can now be pointed at specific contacts on email channels. Include and exclude lists decide who gets an AI reply and who goes to a human. We walk through where the setting lives, what the Conversation coverage field does, the plan conflict between HubSpot's own pages, what we couldn't confirm, and how running out of credits can quietly stop the agent.

Who it's for: support and service leads using HubSpot's help desk or inbox who want the customer agent on email without it answering every contact.

Our research first covered customer agent email targeting on July 1, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's June 2026 product updates list email targeting and form-submission replies for all hubs and tiers. HubSpot's deploy help page (updated Oct 5, 2026) shows the Contact lists to include and Contact lists to exclude menus, but lists Service Hub, Smart CRM, and Revenue Hub Professional and Enterprise, with HubSpot Credits required. Contact property filters and "checked at ticket creation" timing are not on HubSpot's pages, so we treat them as unconfirmed.

In this episode

00:00:00 Include and exclude lists for email
00:02:12 Coverage, testing, and plan limits
00:04:50 Credits, form replies, and a rollout plan

Sources

Our research: Customer Agent Email Targeting
HubSpot Product Updates: HubSpot June 2026 Product Updates
HubSpot Knowledge Base: Deploy customer agent to channels

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

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

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.

Resizable chat widget: let visitors read long replies | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 09:04:54 -0400

Visitors can now resize HubSpot's live chat widget, by dragging its edges or switching between compact and expanded views, and HubSpot remembers the size they pick. We cover what changed for visitors, which chat display settings you still control, what happens when a visitor minimizes chat, the gaps we couldn't confirm (admin controls, mobile, inline embeds), and the new option to collect messages when your team is unavailable.

Who it's for: marketers and support teams whose chatbots or customer agent send long answers, and anyone who manages HubSpot chatflows.

Our research first covered the resizable chat widget on June 30, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's July 2026 product updates list the resizable widget for all hubs and tiers. HubSpot's live chat help page (updated Oct 5, 2026) doesn't mention resizing, so we couldn't confirm whether admins can turn it off or set a default size. The same July section adds toggles to allow messages when unavailable; HubSpot's chat channel help page (updated Jul 31, 2026) marks the max capacity settings as Service Hub Enterprise only.

In this episode

00:00:00 How visitors resize the chat widget
00:02:10 Display settings and what you control
00:04:28 Unknowns, offline messages, and a test plan

Sources

Our research: Live Chat Widget Resizing
HubSpot Product Updates: July 2026 Product Updates
HubSpot Knowledge Base: Create a live chat
HubSpot Knowledge Base: Connect and customize a chat channel
HubSpot Developer Docs: Conversations SDK (developer docs)

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

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

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.

Customer Agent Status: see which handoffs need a human | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 09:04:14 -0400

HubSpot added a Customer Agent Status property to tickets, so your team can see which handoffs from the AI customer agent still need a person. We cover the four statuses, when the agent hands off, the live and async handoff options, the help desk views that sort waiting tickets, plan requirements, why a ticket can get stuck, and where our own research used a different name than HubSpot does.

Who it's for: support managers and help desk reps running HubSpot's customer agent, and admins who set up its handoff rules.

Our research first covered the Customer Agent Status property on June 25, 2026, and again on July 21, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's July 2026 product updates list four statuses (Pending, Awaiting Human Assignment, Handed Off, None) for Service Hub Professional and up. HubSpot's handoff help page (updated Oct 26, 2026) defines three of them and explains how routing can leave a ticket waiting. The August post adds a default help desk folder with four views sorted by longest wait. Our June write-up called the second status Escalated and described a beta; we couldn't confirm the beta on HubSpot's pages.

In this episode

00:00:00 Four statuses and when handoffs happen
00:02:27 Help desk views, plans, and naming
00:04:37 Stuck tickets and a shift plan

Sources

Our research: Customer Agent Status: Help Desk Handoff
Our research: Customer Agent Status Property
HubSpot Product Updates: July 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: HubSpot September 2026 Product Updates
HubSpot Knowledge Base: Set up and customize customer agent's handoff process
HubSpot Knowledge Base: Organize teams and views in help desk

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

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

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.

Customer Agent Actions Library: pick actions, skip the API | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 08:30:14 -0400

HubSpot's Customer Agent now has an Actions Library, a set of prebuilt actions the agent can run during a chat, like looking up CRM records or Shopify orders, without wiring up your own API. We cover what an action is, where to add one, the Custom API option, the lead qualifying beta, plan and credit requirements, the twenty action limit, and how coaching opportunities show you where an action is missing.

Who it's for: support leads and HubSpot admins running Customer Agent who want it to answer "where's my order" and similar questions instead of handing everything to a person.

Our research first covered the Actions Library on June 23, 2026, and again on August 26, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's August 2026 product updates list the Actions Library with CRM, Workflow, and Shopify actions, plus Action Gaps, for Service Hub Professional and up with Customer Agent. HubSpot's actions help page (updated Oct 6, 2026) lists Professional and Enterprise plans, requires HubSpot Credits, allows up to twenty actions, and says published actions must be unpublished before you edit or delete them. We couldn't confirm whether the beta is private or the full list of action categories.

In this episode

00:00:00 What an action is and where to add it
00:02:17 Custom API, lead actions, and plans
00:04:41 Coaching gaps, safety, and a plan

Sources

Our research: Actions Library: CRM and Shopify
Our research: Customer Agent Actions Library
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Set up actions for the customer agent
HubSpot Knowledge Base: Analyze your customer agent's performance
HubSpot Knowledge Base: Share created invoices with your buyers

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

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

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.

Knowledge vault permissions: control who edits AI context | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 08:14:41 -0400

HubSpot added access controls to knowledge vaults, the collections of files, HubSpot content, and CRM segments that projects and agents draw on. We cover where Manage Access lives, the four access choices, why Super Admins can always get in, the limits on vaults, and where HubSpot's own pages disagree on which plans get this.

Who it's for: HubSpot admins and agent builders who keep sensitive context, like pricing notes, in a vault, and anyone deciding who should be allowed to edit what HubSpot's AI reads.

Our research first covered knowledge vault permissions on June 22, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's June 2026 product updates describe Manage and Use access at the portal and vault levels for all hubs and tiers. HubSpot's knowledge vaults help page (updated Aug 21, 2026) shows four Manage Access choices instead of the Manage and Use names, only walks through vault-level settings, and lists Starter, Professional, and Enterprise plans, with Free not listed. We couldn't confirm whether Free accounts can use vault permissions. The user permissions guide (updated Oct 29, 2026) says the Agent Builder permission controls who can create and edit vaults.

In this episode

00:00:00 What vaults hold and how to build one
00:02:09 Manage Access choices and plan conflict
00:04:14 Limits, images, citations, and a plan

Sources

Our research: Knowledge Vault Permissions
HubSpot Product Updates: HubSpot June 2026 Product Updates
HubSpot Knowledge Base: Manage AI context with knowledge vaults
HubSpot Knowledge Base: HubSpot user permissions guide

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

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

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.

Customer Agent invoices: answer billing questions in chat | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 08:10:59 -0400

HubSpot's customer agent can now look up a customer's invoice, explain the charges, and send a copy with a secure checkout link, in chat, email, or WhatsApp. We cover how email verification works, where the setup lives, what you need before it runs, and where our write-up and HubSpot's pages disagree on which plans get it.

Who it's for: support and billing managers whose queues fill with "what is this charge" questions, and HubSpot admins deciding whether to turn on customer agent actions.

Our research first covered the Find Invoices action on June 16, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's August 2026 product updates list Looks Up and Sends Invoices for Service Hub Pro+ with customer agent, and HubSpot's invoices help page (updated Sep 21, 2026) says a Professional or Enterprise subscription is required, not all tiers as our write-up said.

The setup action is named Get paid quickly with payment links, uses Verify email protection that can't be changed, and needs a Super Admin to enroll in the New Actions Library beta. We couldn't confirm from HubSpot the five-trigger limit, what the agent can't change on an invoice, or the June ship date.

In this episode

00:00:00 What the agent does with invoices
00:02:10 Setup path, plans, and manual sending
00:04:21 Credits, seats, and a launch plan

Sources

Our research: Find Invoices action in Customer Agent
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Share created invoices with your buyers
HubSpot Knowledge Base: Set up customer agent actions

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

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

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.

Property history restore: undo a bad CRM change | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 08:10:04 -0400

HubSpot added a Restore option to a record's property history, so you can start undoing a bad workflow, import, or edit from the record itself. We cover where the button lives, which rows get it, how the Restore CRM changes tool and its preview fit in, and where our own write-ups and HubSpot's pages disagree on who can use it.

Who it's for: RevOps leads, HubSpot admins, and Super Admins who clean up after a workflow or import overwrote data they care about.

Our research first covered single-property revert on June 16, 2026, and the property history update on August 27, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's September 2026 product updates list Restore from property history for Super Admins only, with a preview step.

HubSpot's property history help page (updated Oct 16, 2026) says the button reads Restore all changes from this source and only appears on CRM UI edit, import, and workflow rows. We couldn't confirm whether it restores one value or every change from that source, the May 26 ship date in our June write-up, or whether Free accounts get the restore action. HubSpot's Restore CRM changes tool (help page updated Oct 13, 2026) covers the last 14 days, includes integration changes, and lists Starter, Professional, and Enterprise.

In this episode

00:00:00 Where the restore button lives
00:02:10 Rollback tool, objects, and conflicts
00:04:19 Free tier, preview, and a cleanup plan

Sources

Our research: Revert single properties from HubSpot property history
Our research: HubSpot property history table updates and CRM restore
HubSpot Product Updates: HubSpot September 2026 Product Updates
HubSpot Knowledge Base: View a record's property history
HubSpot Knowledge Base: Restore CRM changes

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

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

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.

Brand Knowledge: give HubSpot AI your company context | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 08:09:10 -0400

HubSpot's redesigned Brand settings split into Brand Kit, Brand Voice, and a new Brand Knowledge section that holds your products, competitors, and ideal customer profile for HubSpot's AI. We cover where to find it, who can edit it, how the website crawl fills it in, and where HubSpot's own pages disagree on which plans get it.

Who it's for: marketing managers and HubSpot admins whose AI drafts sound generic or describe the wrong product, and anyone deciding who should own brand settings.

Our research first covered the Brand settings redesign on June 15, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's June 2026 product updates list the redesign for all hubs and tiers, but HubSpot's help pages (updated Sep 3, Oct 9, and Oct 13, 2026) list Brand Voice and brand identity context for Professional and Enterprise only, and Brand Kit for all plans. We couldn't find a HubSpot source on what Free or Starter accounts see on the Brand Knowledge tab. The help pages use the names brand identity and Additional context rather than Brand Knowledge, and give the path Marketing > Brand. HubSpot's September 2026 updates added automatic brand voice setup and a Context Pane in Breeze Assistant.

In this episode

00:00:00 Three tabs, permissions, and brand colors
00:02:17 Crawl, context, tiers, and naming
00:04:29 Path, Brand Voice, and a test plan

Sources

Our research: HubSpot Brand Settings Redesigned: Meet Brand Knowledge
HubSpot Product Updates: HubSpot June 2026 Product Updates
HubSpot Product Updates: Why Brand Identity Matters More Than Ever in HubSpot
HubSpot Knowledge Base: Edit a brand's logo, favicon, brand colors, fonts, and theme
HubSpot Knowledge Base: Set up brand voice using AI
HubSpot Knowledge Base: Generate your brand identity context with AI
HubSpot Product Updates: HubSpot September 2026 Product Updates

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

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

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.

Personalized navigation: trim the sidebar to your tools | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:50:27 -0400

HubSpot's left sidebar has more than eighty items, and a public beta called Personalized navigation lets each person trim it to the tools they use. We cover how admins and users opt in, the admin templates that are still coming, what bookmarks can do today, and where our sources disagree on who gets it.

Who it's for: HubSpot admins and RevOps leads deciding whether to opt their account into the navigation beta, plus anyone who spends too long hunting through the sidebar.

Our research first covered Personalized navigation on June 11, 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's Fall 2026 Spotlight still calls it a public beta. HubSpot's navigation help page (updated Sep 15, 2026) covers bookmarks for up to ten menu items and the Keep navigation open setting, but doesn't yet describe the personalized beta.

Tier conflict: HubSpot's product-update entry lists Marketing Hub Starter plus Professional and Enterprise tiers, while our September write-up says all hubs and tiers. We couldn't confirm which is current. Admin Customizable Navigation is listed as coming later.

In this episode

00:00:00 How the beta turns on
00:02:07 Admin templates, bookmarks, and access
00:04:12 Tier conflict, docs gap, and rollout

Sources

Our research: HubSpot Personalized Navigation: Customize Your Left Menu
Our research: HubSpot Personalized Navigation: What It Is and How to Use It
Our research: HubSpot Fall 2026 Spotlight
Our research: Personalized Navigation (HubSpot product-update entry, published copy)
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: A guide to HubSpot's navigation

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

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

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 in the email composer: type a slash to draft | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:42:32 -0400

HubSpot's CRM email composer now has Breeze built in. Type a slash, pick Suggest a draft, and the draft lands in the email you're already writing. We cover the steps, the August update that rewrites just one paragraph, Breeze drafts on mobile, and the setup switch our June write-up didn't mention.

Who it's for: sales reps, customer success managers, and support agents who send one-to-one emails from CRM records, plus the admins and RevOps leads rolling Breeze out to them.

HubSpot listed Breeze in the CRM email composer in its June 2026 product updates. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help page (updated Oct 28, 2026) says to type "/" in the email body and select Suggest a draft, for all products and plans. Freshness note: HubSpot's August post added editing specific text with Breeze, and its September post added Breeze drafts in the mobile email composer. Our June write-up says no configuration is needed, but HubSpot's Breeze Assistant help page lists turning on Give users access to Breeze Assistant in your AI settings as a requirement. We couldn't confirm whether composer drafts use Breeze credits.

In this episode

00:00:00 Slash to draft, and suggested replies
00:02:33 Canvas, highlights, mobile, and setup
00:04:52 Credits, limits, and templates

Sources

Our research: Breeze Assistant in CRM Email Composer: HubSpot Update
HubSpot Product Updates: June 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates
HubSpot Knowledge Base: Send and manage one-to-one emails
HubSpot Knowledge Base: Use Breeze Assistant
HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app

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

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

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.

Affirm and Klarna: installments at checkout, at a price | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:29:02 -0400

If you're a US or Canadian business on HubSpot payments or Stripe, Affirm and Klarna may already be on your checkout. HubSpot's help page says they're enabled by default. We walk through the real fee, where to check your settings, what happens with refunds and subscriptions, and why the eligibility story kept changing.

Who it's for: owners of service businesses and consultancies, sales managers whose reps send payment links, invoices, or quotes, and RevOps or finance leads who forecast net revenue in HubSpot.

HubSpot first listed Affirm and Klarna at checkout in its June 2026 product updates. Here's where it stands as of our Oct 30, 2026 check: HubSpot's payments FAQ (updated Sep 22, 2026) says US and Canada based businesses get Affirm and Klarna on contracts, invoices, payment links, and quotes, on by default, for one-time payments only, at 5.99% plus a platform fee (0.75% on Stripe; 0.5% on HubSpot payments, with a first-year promotion for eligible customers). Freshness note: eligibility moved from "all hubs and tiers" in HubSpot's June post, to a US private beta on payment links in our August write-up, to US and Canada on links, invoices, and quotes in September. Quotes need a Revenue Hub subscription and seat. Our September write-up describes a fair-access rule that we didn't find on HubSpot's help pages. Check your own payment settings.

In this episode

00:00:00 On by default, and the real fee
00:02:07 Settings, subscriptions, and payouts
00:04:14 Who qualifies keeps changing

Sources

Our research: Affirm and Klarna at HubSpot Checkout: What You Need to Know
Our research: Affirm and Klarna on HubSpot Checkout: BNPL for Payment Links
Our research: Affirm and Klarna at HubSpot Checkout: Buy Now, Pay Later
HubSpot Product Updates: June 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates
HubSpot Knowledge Base: HubSpot payments: Frequently asked questions
HubSpot Knowledge Base: Configure your buyer checkout experience

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

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

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 charts: ask for the chart, skip the spreadsheet | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:26:38 -0400

Ask Breeze for a chart in plain English, refine it by talking, and blend in a CSV or public web data. HubSpot's Breeze Assistant now builds charts inside the conversation, but they can't be saved to your report library or added to dashboards. Here's what it does, how to share a chart, and what HubSpot hasn't documented yet.

Who it's for: sales directors and managers who build quarterly review charts, RevOps practitioners fielding one-off executive questions, and marketing ops teams comparing HubSpot numbers to outside benchmarks, on any HubSpot hub or tier.

HubSpot shipped advanced data visualizations in Breeze Assistant in its May 2026 product updates, and we covered it in June 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's help page (updated Oct 21, 2026) says it's available on all products and plans, needs Breeze Assistant turned on in AI settings, and respects record permissions. Charts are unique to the conversation; you export them with Save as a PDF. Freshness note: HubSpot's July 2026 post added artifact sharing and better thread search, August added downloadable PowerPoint decks and a note that some Breeze features need Breeze AI credits, and September added a Context Pane. We couldn't confirm whether charts can be shared as artifacts, included in decks, or use credits. Our write-up says it's web only; the help page doesn't say.

In this episode

00:00:00 Plain-English charts in Breeze
00:02:19 Blending data, and the dashboard limit
00:04:22 Sharing, credits, and messy data

Sources

Our research: HubSpot Breeze Assistant: Build Charts With Conversation
HubSpot Product Updates: May 2026 Product Updates
HubSpot Product Updates: July 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: September 2026 Product Updates
HubSpot Knowledge Base: Generate data visualizations with Breeze Assistant

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

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

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.

Price books: one price list per deal, not per rep | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:25:49 -0400

If your reps quote from three different spreadsheets, HubSpot's price books put one price list inside each deal, and quotes follow it. We walk through setup, the assignment rules that pick a book for new deals, and where HubSpot's own pages still disagree.

Who it's for: sales ops and RevOps leads, sales managers, and HubSpot admins who manage regional, reseller, or referral pricing on deals and quotes.

HubSpot shipped price books in June 2026. Here's where they stand as of our Oct 30, 2026 check: HubSpot's help page (updated Oct 20, 2026) documents setup under CRM, then Products, then Manage price books, plus assignment rules that auto-assign a book only when a deal is created. Freshness note: HubSpot's pages disagree on who gets it (help page: Revenue Hub Professional and Enterprise; August 2026 product updates post: Revenue Hub Enterprise; our June write-up: Commerce Hub Professional and Enterprise) and on import (the August post mentions Breeze-powered import; the help page says price books can't be imported, cloned, or used in workflows). We also cover the warning that switching books removes the old book's line items, the workflow action that ignores price book pricing, the custom line items permission, and July's quote rules.

In this episode

00:00:00 One price list per deal, and setup
00:02:07 Assignment rules and when they run
00:04:17 Switching, workflows, and permissions

Sources

Our research: HubSpot Price Books: Centralized Pricing for Deals and Quotes
Our research: HubSpot Price Books: Manage Pricing Across Deals and Quotes
HubSpot Product Updates: August 2026 Product Updates
HubSpot Product Updates: July 2026 Product Updates
HubSpot Knowledge Base: Create and manage price books

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

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

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 in global search: summaries before you open | Shipped Jun 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:25:08 -0400

Type a contact's name in HubSpot's search bar, and Breeze may already have a summary and a next step waiting. Since June, Breeze appears in global search results for contacts, and since August for deals and companies too, on all hubs and tiers. Here's what changed, how it works, the three facts that matter, what we couldn't confirm, and a Monday plan.

Who it's for: sales reps, account executives, and service reps who search contacts all day, plus RevOps leads and admins who want more Breeze adoption, on any HubSpot hub or tier.

As of our Oct 30, 2026 check: HubSpot's June product updates post launched Breeze in global search for contacts (summary and suggested next actions for the top result, all hubs and tiers), and HubSpot's August post added deals and companies. HubSpot's search help page (updated Sep 22, 2026) covers the keyboard shortcut (Cmd+K or Ctrl+K), the preview pane, the 100-result cap, and how companies rank by your clicks over the last 60 days. We group what we couldn't confirm in one place: what counts as enough context, whether this feature uses Breeze AI credits or can be turned off, and whether summaries show up on mobile (HubSpot's August post combined Breeze and search on Android). Then a five-contact Monday test.

In this episode

00:00:00 What changed and how it works
00:02:17 Why search, three facts, open questions
00:04:39 Phones, and the Monday plan

Sources

Our research: Breeze Assistant Actionable Search Results in HubSpot
HubSpot Product Updates: June 2026 Product Updates
HubSpot Product Updates: August 2026 Product Updates
HubSpot Knowledge Base: Search within your HubSpot account

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

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

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.

Email templates: core seats get the whole library | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 06:22:22 -0400

Your admin built a great library of email templates, and Core Seat reps couldn't fully use it. In May, HubSpot said Core Seat users now get full access to all email templates and snippets, without a Sales Hub or Service Hub seat. Here's what changed, who gets it, the three numbers that matter, and what to do Monday.

Who it's for: sales and service managers with a mix of paid seats and Core Seats, HubSpot admins who own the template library, and anyone weighing seat costs.

As of our Oct 30, 2026 check: HubSpot's May product updates post says the per-account template limit rises to 10,000. HubSpot's snippets help page says paid accounts can create up to 5,000 snippets (3 on Free), at up to 2,500 characters each. We group what we couldn't confirm in one place: HubSpot's templates help page still describes seat- and subscription-based limits and doesn't list the 10,000 yet, and it doesn't say whether Core Seat users can create and edit templates or only use them. Your portal is the tiebreaker.

In this episode

00:00:00 What changed and who gets it
00:02:00 Three numbers, and what we can't confirm
00:04:12 Creating versus using, and Monday

Sources

Our research: HubSpot Core Seats Now Get Full Email Templates Access
HubSpot Product Updates: May 2026 Product Updates
HubSpot Knowledge Base: Create and send message templates
HubSpot Knowledge Base: Create and use snippets

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

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

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 clarifying questions: one card before a wrong answer | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 05:57:12 -0400

Ask an AI for your stalled deals and it will happily decide what stalled means for you. Since May, HubSpot's Breeze Assistant can pause and ask one clarifying question first, on a single card with set options or a free-text answer. Here's how the cards work, where your answers end up, and how to check what Breeze actually used.

Who it's for: RevOps and marketing ops leads, admins, and anyone on any HubSpot hub or tier who asks Breeze Assistant for reports, segments, workflows, or content.

HubSpot shipped clarifying questions in Breeze Assistant in May 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's Breeze Assistant help page documents the question cards (pick one or more options or type your own, then click the send prompt icon; Previous, Next, and Skip when there's more than one). HubSpot's May product updates post confirms it's live for all hubs and tiers. Freshness note: our write-up says to click Submit, while HubSpot's help page says to click the send prompt icon. We flag one open question: HubSpot doesn't document when a card appears or whether Breeze remembers your answer between chats. We also cover memories, conversation history, the context panel, and citations.

In this episode

00:00:00 Guessing, or a wall of questions
00:02:29 Saved answers, use cases, and memories
00:04:34 Checking sources and the Submit button

Sources

Our research: Breeze Assistant Clarifying Questions: HubSpot AI Update
HubSpot Product Updates: May 2026 Product Updates
HubSpot Knowledge Base: Use Breeze Assistant

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

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

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 Canvas: write with CRM context beside the draft | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 05:56:34 -0400

You ask an AI to write an email, then open three tabs to remember who you're writing to. Breeze Canvas moves the draft into its own panel next to the chat, and since August a Relevant Information column can sit beside it with CRM cards about the contact. Here's how to get in, how to steer it, and the AI settings that decide whether that column has anything useful in it.

Who it's for: sales reps, service reps, marketers and admins on any HubSpot hub or tier who draft one-to-one emails with Breeze Assistant.

HubSpot shipped Breeze Canvas in May 2026. Here's where it stands as of our Oct 30, 2026 check: HubSpot's May product updates post says canvas now handles documents, email drafts and custom HTML pages, with version history, PDF export and send, live for all hubs and tiers.

HubSpot's one-to-one email help page documents Edit in canvas, version history, Send email and Copy to clipboard, but doesn't mention the Relevant Information column. Freshness note: our August write-up says that column is available to all hubs and tiers, while another HubSpot news site described it as a private beta, so some accounts may not see it yet. We also cover the AI settings switches, seat rules for sending, and the content generation limit.

In this episode

00:00:00 From chat thread to canvas
00:02:01 Getting in, editing, and the context column
00:04:02 Seats, limits, and the beta question

Sources

Our research: Breeze Canvas for Email: Draft and Refine Inside HubSpot
Our research: Breeze Canvas: CRM Data Surfaces While You Write Emails
HubSpot Product Updates: May 2026 Product Updates
HubSpot Knowledge Base: Send and manage one-to-one emails
HubSpot Knowledge Base: Use Breeze Assistant
Other coverage: Relevant information for emails in Breeze Canvas (Another Orange Morning)

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

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

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.

Buying groups: put the whole committee on the company record | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 05:55:37 -0400

Your rep knows who the champion is, who holds the budget, and who's quietly blocking the deal, but your CRM shows one contact. HubSpot's buying groups put the whole buying committee on the company record as an org chart, next to an Account Map of parent and child companies. Here's how to build one, who can edit it, and what to clean up first.

Who it's for: sales managers, account executives, RevOps and customer success leads on Sales Hub or Service Hub Professional or Enterprise who sell to multi-stakeholder accounts.

HubSpot shipped buying groups and Account Maps in May 2026. Here's where they stand as of our Oct 30, 2026 check: HubSpot's help page now documents four ways to build a buying group (template, AI auto-build for companies under 100 contacts, from scratch, or Breeze Assistant), templates with personas, an activity heatmap, and seat rules (Sales or Service seat to edit; Core and View-only seats can only view). Freshness note: HubSpot's page still describes a Buying Groups beta a Super Admin opts into, while our September write-up calls it shipped. We also flag plan wording that differs between sources and the lack of a HubSpot help page for Account Maps.

In this episode

00:00:00 Who's really on the committee
00:02:14 Templates, roles, and edit rights
00:04:21 Account maps, beta status, next steps

Sources

Our research: HubSpot Buying Groups: Map Stakeholders in Sales Hub
Our research: HubSpot Buying Groups and Account Maps: What Shipped
HubSpot Knowledge Base: Review stakeholders with buying groups
HubSpot Knowledge Base: Add a parent or child company to an existing company record

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

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

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.

Routing to assignment workflows: close the unassigned gap | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 05:37:18 -0400

You leave new tickets unassigned on purpose so a workflow can route them, and then a rep grabs one first and your routing logic never runs.

HubSpot's "Use assignment workflow" option sends new tickets and conversations straight into a workflow that makes the assignment decision. Here's where to set it in Help Desk and Inbox, which workflow type each needs, and the seat rules that can still leave a ticket without an owner.

Who it's for: service ops admins and support leads on Service Hub Professional or Enterprise who route tickets or conversations by language, tier, skill, or time of day.

HubSpot shipped routing to an assignment workflow in May 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the May Help Desk update, the July and September Inbox updates, and HubSpot's current help desk routing, live chat, and workflow rotation help pages. We also flag three things we couldn't line up: whether live chat widgets show as always available with this option, whether the feature is still in beta, and whether a skill-based assignment action exists in workflows.

In this episode

00:00:00 What shipped in Help Desk and Inbox
00:02:17 Workflow types, use cases, seat rules
00:04:19 Gotchas, unknowns, and Monday

Sources

Our research: HubSpot Help Desk: Route Tickets With Assignment Workflows
Our research: HubSpot Inbox: Route Conversations via Assignment Workflow
Our research: HubSpot Inbox Routing: Use Assignment Workflow Option
HubSpot Knowledge Base: Route tickets in help desk
HubSpot Knowledge Base: Create a live chat
HubSpot Knowledge Base: Assign and rotate record owners using workflows

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

This episode includes a short message from

Sidekick Strategies, the show's presenter.

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.

Email QA agent: catch problems before you send | Shipped May 2026

Sidekick Strategies — Fri, 30 Oct 2026 05:36:18 -0400

You schedule the newsletter and four thousand people get an email that opens with "Hi ," and nothing else. HubSpot's AI reviewer for marketing email, launched as Email Quality Checks and now called QA agent, is built to catch that before you send. Here's what it checks, how to run and tune it, and what to keep doing anyway.

Who it's for: email marketers and marketing ops leads who send batch marketing email from HubSpot and want a faster, more consistent pre-send review.

HubSpot shipped Email Quality Checks in May 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the May launch, the September update with semantic and token fill rate checks, and HubSpot's current QA agent help page, including settings, up to five custom checks, and the credits requirement. We also flag three things we couldn't line up: which plans get it and what a run costs in credits, whether an errors severity still exists, and whether the AI inbox summary check is still included.

In this episode

00:00:00 What it checks and what it's called now
00:02:39 Running it, settings, and custom checks
00:04:52 Brand voice, limits, unknowns, Monday

Sources

Our research: HubSpot Email Quality Checks: AI Review Before You Send
Our research: HubSpot Email Quality Checks: What Shipped and How to Use It
HubSpot Knowledge Base: Optimize marketing emails with QA agent
HubSpot: HubSpot Credits | Pricing, Usage, and Spend Limits

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

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

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 Projects: set context once for every chat | Shipped Apr 2026

Sidekick Strategies — Fri, 30 Oct 2026 00:13:33 -0400

You open a new Breeze chat and paste the same paragraph of background you pasted yesterday. HubSpot's Projects let you set instructions, files, and HubSpot context once, so every chat inside starts informed. Here's how to build one, which switches to think twice about, and what happened to custom assistants.

Who it's for: HubSpot admins, marketers, and sales and RevOps leads who use Breeze Assistant regularly, especially anyone who built custom assistants before they were sunset.

HubSpot shipped Breeze Assistant Projects in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the April launch, the August mobile update, the July 13, 2026 custom assistant sunset and migration, and HubSpot's current projects help page. We also flag three things we couldn't line up: whether you can move chats out of a project, whether user permissions limit Write to the CRM in shared projects, and whether project memories are shared.

In this episode

00:00:00 What shipped and how to build a project
00:02:02 Switches, access, and custom assistants
00:04:12 Memory, sharing, unknowns, and Monday

Sources

Our research: Breeze Assistant Projects: Stop Repeating Context in HubSpot AI
Our research: HubSpot Breeze Assistant Projects on Mobile: What's New
HubSpot Knowledge Base: Create and manage projects in Breeze Assistant

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

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

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.

Inline images in knowledge sources: agents read screenshots | Shipped Apr 2026

Sidekick Strategies — Fri, 30 Oct 2026 00:12:40 -0400

Your best help article says "see the diagram in step three," and until this year HubSpot's AI agents couldn't see the diagram. Now agents and assistants can read inline images in your HubSpot content, but only body images, up to ten per page, at 500 KB or less each. Here's what qualifies, where it shows up, and what to check first.

Who it's for: support leads, knowledge base owners, and HubSpot admins who run the customer agent or knowledge vaults and write screenshot-heavy help content.

HubSpot shipped inline image reading for HTML knowledge sources in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the April update for knowledge base articles, blog posts, landing pages, and site pages, and HubSpot's current knowledge vault and customer agent help pages. We also flag three things we couldn't line up: whether images stored in HubSpot's own file manager count as unsupported external URLs, which plans get it, and where citations point for page images.

In this episode

00:00:00 What changed and how images get read
00:02:31 HTML limits, documents, and vaults
00:04:35 Customer agent, unknowns, and Monday

Sources

Our research: HubSpot AI Agents Now Read Inline Images in Knowledge Sources
HubSpot Knowledge Base: Manage AI context with knowledge vaults
HubSpot Knowledge Base: Manage customer agent knowledge sources

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

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

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.

Team email signatures: one brand from every shared inbox | Shipped Apr 2026

Sidekick Strategies — Fri, 30 Oct 2026 00:11:57 -0400

You send a deal email from a shared sales address and it goes out with one rep's personal signature. HubSpot spent 2026 fixing that: team signatures that follow the From address on CRM records, a preview icon in the composer, a personal or team toggle, and more personalization tokens. Here's where to set it up, who actually sees it, and what to test before you trust it.

Who it's for: HubSpot admins and RevOps leads who manage shared team email addresses, plus sales and support teams that send from them in CRM records, Inbox, or Help Desk.

HubSpot shipped team email signatures in the CRM record composer in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the April public beta for contact, company, deal, and ticket records, the July update with preview, tokens, and a toggle, and HubSpot's current inbox, help desk, and signature help pages. We also flag three things we couldn't line up: whether record emails use the team signature, which tokens exist, and whether you need to opt into a beta.

In this episode

00:00:00 What changed in April and July
00:02:25 Preview, tokens, and who sees what
00:04:30 Multiple signatures, unknowns, Monday

Sources

Our research: Team Email Signatures in HubSpot CRM Record Composer
Our research: HubSpot Team Email Signature Improvements: What Changed
HubSpot Knowledge Base: Set up the conversations inbox
HubSpot Knowledge Base: Connect channels to the conversations inbox
HubSpot Knowledge Base: Connect a team email channel to help desk
HubSpot Knowledge Base: Add and manage email signatures in the CRM

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

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

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 email drafting: one-to-one emails with CRM context | Shipped Apr 2026

Sidekick Strategies — Fri, 30 Oct 2026 00:10:59 -0400

You owe a prospect a follow-up and the context is buried in the timeline. Breeze Assistant can now draft a one-to-one email from your HubSpot data, let you edit it in a side-by-side canvas, and send it from there. Here's the workflow, the seats and settings it needs, the limits that catch people, and a team rule for reviewing drafts before they go out.

Who it's for: sales reps and customer success managers who send personal follow-ups from HubSpot records, and the admins who manage AI settings and email seats. HubSpot lists one-to-one email for all products and plans; sending requires a Core, Sales Hub, or Service Hub seat.

HubSpot shipped Breeze Assistant email drafting from CRM records in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the April 15, 2026 release, and HubSpot's current one-to-one email, drafts, and Breeze Assistant help pages, updated through October 2026. We also flag two things we couldn't line up: whether drafts still use your saved templates, and how the send step works today.

In this episode

00:00:00 What shipped and the canvas workflow
00:02:37 Composer drafts, citations, and setup
00:04:44 Sequences, unknowns, and Monday

Sources

Our research: Breeze Assistant: Draft and Send Emails from HubSpot CRM
HubSpot Knowledge Base: Send and manage one-to-one emails
HubSpot Knowledge Base: Use Breeze Assistant
HubSpot Knowledge Base: Create and manage one-to-one email drafts

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

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

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.

Brand fonts in marketing email: pick the fallback first | Shipped Apr 2026

Sidekick Strategies — Fri, 30 Oct 2026 00:10:06 -0400

You can now pick your Brand Kit fonts in HubSpot's drag and drop marketing email editor, but Gmail, Outlook, and most mobile web clients will show your fallback font instead. Here's how to add a custom font, where it shows up in the editor, which inboxes actually render it, how to choose a fallback that won't break your layout, and what to do with the templates you already have.

Who it's for: email marketers, brand and design leads, and marketing ops teams on any HubSpot tier who build emails in the drag and drop editor, plus agencies that set up Brand Kits for clients.

HubSpot shipped Brand Kit custom fonts in the marketing email editor in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the public beta on April 14, 2026, HubSpot's June 2026 product update roundup, and HubSpot's current fonts and Brand Kit help pages. We also flag three things we couldn't line up: Google Fonts support in the drag and drop editor, a summary table that disagrees with HubSpot's own steps, and different menu paths.

In this episode

00:00:00 What shipped and how to add your font
00:02:04 Who sees it, fallbacks, where to use it
00:04:14 Templates, unknowns, and Monday

Sources

Our research: Custom Fonts in HubSpot Marketing Email (Brand Kit, No Code)
Our research: HubSpot Brand Fonts in Marketing Email Editor: What You Need to Know
HubSpot Knowledge Base: Use fonts in HubSpot
HubSpot Knowledge Base: Edit a brand's logo, favicon, brand colors, fonts, and theme
HubSpot Community: June 2026 Product Updates

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

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

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.

Claude connector: set guardrails before it edits your CRM | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:54:52 -0400

HubSpot's connector for Claude can now create and update your HubSpot records, not just read them. Here's who can connect it, what it can and can't see, the one write setting HubSpot recommends you change, the hard limits on bulk edits and deletes, and where to check who connected it.

Who it's for: HubSpot Super Admins, RevOps and marketing ops leads, and agencies with portal access who need guardrails before their teams use Claude with HubSpot data. A paid Claude plan (Pro, Max, Team, or Enterprise) is required.

HubSpot shipped a major expansion of the HubSpot connector for Claude in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the connector went live to all customers on July 29, 2025, gained campaign, content, and team data on April 13, 2026, and added leads, marketing email, inbox conversations, and beta quotes in July 2026. We also flag one thing we couldn't line up: which tools still depend on your hub and tier.

In this episode

00:00:00 What it does now, and who can connect it
00:02:26 Sensitive data, write approval, hard limits
00:04:56 Where data goes, tier unknowns, and Monday

Sources

Our research: HubSpot Connector for Claude: Campaign Data in Plain Language
Our research: HubSpot Connector for Claude: July 2026 MCP Update
HubSpot Knowledge Base: Set up and use the HubSpot connector for Claude
HubSpot Developer Changelog: Introducing the HubSpot Connector for Claude
HubSpot: HubSpot for Claude

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

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

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 moves into the HubSpot mobile app | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:54:09 -0400

Breeze Assistant now lives inside the main HubSpot mobile app, and the standalone Breeze Assistant app is retired. Here's the one setting that turns it on, where to tap on iPhone and Android, and how to use it to prep for a meeting, draft a follow-up email, pull details from a business card, and pick up projects you started on desktop.

Who it's for: field sales reps, managers who work from their phones, and HubSpot admins who need to update mobile training. HubSpot lists Breeze Assistant on the mobile app for all products and plans.

HubSpot shipped Breeze Assistant inside HubSpot Mobile in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the move into the main app on April 13, 2026, the standalone app's retirement on June 30, 2026, and HubSpot's current mobile help page, updated October 29, 2026. We also flag two things we couldn't confirm: where the entry point sits, and whether old standalone chat history carried over.

In this episode

00:00:00 One app, one switch, where to tap
00:02:11 Meeting prep, email drafts, uploads
00:04:18 What we couldn't confirm, and Monday

Sources

Our research: Breeze Assistant in HubSpot Mobile: What Changed and Why It Matters
Our research: Breeze Assistant Mobile App Sunsetting June 30, 2026
HubSpot Knowledge Base: Use Breeze Assistant on the HubSpot mobile app
HubSpot Knowledge Base: Install the HubSpot mobile app
HubSpot Credits rate sheet: HubSpot Products & Services Catalog | Pricing Overview

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

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

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.

Knowledge Base Agent: your tickets write the docs | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:53:27 -0400

HubSpot's knowledge base agent reads your closed support tickets, finds questions your help articles don't answer, drafts new articles, and suggests edits to the ones you already have. Here's what it reads, how to set it up, what new drafts cost in HubSpot Credits, and how to steer it away from topics you never want drafted.

Who it's for: support leads, service managers, and admins on Service Hub Professional or Enterprise who own a knowledge base and want ticket data to keep it current.

HubSpot shipped the knowledge base agent in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: a private beta launch on April 13, 2026, credit charges for new article drafts that our research dates to September 16, 2026, and new agent settings for target audience, guardrails, and instructions in September. HubSpot still labels it beta.

In this episode

00:00:00 What it does and what it reads
00:02:01 Setup and what new drafts cost
00:04:06 Steering it, unknowns, and Monday

Sources

Our research: HubSpot Breeze Knowledge Base Agent: Auto-Draft from Tickets
Our research: HubSpot Knowledge Base Agent: Credits, Setup & What It Does
Our research: HubSpot Breeze Knowledge Base Agent: Setup and Strategy
HubSpot Knowledge Base: Set up and manage a knowledge base agent
HubSpot Credits rate sheet: HubSpot Products & Services Catalog | Pricing Overview

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

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

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.

Individual user permissions for views: share with exactly who needs it | Shipped Mar 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:31:24 -0400

HubSpot added a Custom sharing option for saved CRM views, so you can share a view with exactly the teams or users who need it instead of a whole team or the whole account. Here's how sharing works today, what it does and doesn't change about record access, who can create and edit views, and the Super Admin sharing control now in private beta.

Who it's for: HubSpot admins, RevOps, and managers who build views for colleagues across teams. HubSpot lists saved views on all products and plans, and our research says that includes free.

HubSpot shipped individual user permissions for views in Mar 2026. Here's where they stand as of our Oct 29, 2026 check, plus how they got here: a community idea opened October 14, 2025 asking for Super Admin control of view sharing, Custom sharing on March 20, 2026, and a HubSpot product manager's October 1, 2026 post saying Super Admin sharing control is in private beta.

In this episode

00:00:00 From team-or-nothing to Custom
00:02:12 Making, sharing, and what it won't do
00:04:14 Super Admin control, tiers, and Monday

Sources

Our research: Individual User Permissions for HubSpot Views
HubSpot Knowledge Base: Create and manage saved views
HubSpot Knowledge Base: Customize index page columns
HubSpot Knowledge Base: HubSpot user permissions guide
HubSpot Community: Allow Super Admins to edit Manage Sharing on Saved Views

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

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

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.

Flexible CRM views: calendar, Gantt, and reports on your index | Shipped Dec 2025

Sidekick Strategies — Thu, 29 Oct 2026 23:30:34 -0400

HubSpot rebuilt the CRM index page so one list can show as a table, board, calendar, Gantt chart, or report, without leaving the page. Here's what each view does, how the redesign rolled out, which tiers get which views, and the AI insights, metrics, and column tools that came with it.

Who it's for: anyone who works from contacts, companies, deals, tickets, or custom object lists in HubSpot, especially sales and ops leads who build side dashboards to see timelines or trends. HubSpot lists the updated index for all products and plans, with calendar, report, and Gantt views on Starter and up.

HubSpot shipped flexible CRM views in Dec 2025. Here's where they stand as of our Oct 29, 2026 check, plus how they got here: live December 10, 2025 with an opt-out through January 21, 2026, then a HubSpot community post on September 4, 2026 saying the rebuilt index was live for all portals.

In this episode

00:00:00 Five ways to see one list
00:02:10 The new page, its history, and tiers
00:04:15 Highlighting, AI, columns, and Monday

Sources

Our research: HubSpot Flexible CRM Views: Calendar, Gantt, Report & More
Our research: HubSpot Flexible CRM Views: Table, Board, Gantt & More
HubSpot Knowledge Base: Overview of the updated index page
HubSpot Knowledge Base: Use the report, calendar, and gantt views
HubSpot Knowledge Base: Configure and analyze metrics on CRM index pages
HubSpot Knowledge Base: Customize index page columns
HubSpot Community: The new streamlined index is rolled out to all customers

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

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

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.

Customer Agent Segments: one agent, different answers per audience | Shipped Jun 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:29:35 -0400

Customer Agent Segments let one HubSpot customer agent serve different audiences with different knowledge sources, guidelines, and human handoff. Here's how segments match visitors, how priority works, a conflict about segment-specific actions, and how to test before you turn it on.

Who it's for: service and marketing teams running HubSpot's customer agent for more than one audience, such as different languages, plan tiers, or customer types. HubSpot lists Professional and Enterprise on Marketing, Sales, Service, Data, and Content Hub, plus Smart CRM, with HubSpot Credits required for certain features.

HubSpot shipped segments in Jun 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: a June private beta focused on knowledge, a public beta on August 6 that added follow-up actions and a Segment Details page, and an October update covering guidelines, handoff, and a setup wizard.

In this episode

00:00:00 What it is and how it rolled out
00:02:06 How segments match, and a conflict
00:04:20 Handoff, guidelines, testing, and Monday

Sources

Our research: HubSpot Customer Agent Segments: Personalize by Audience
Our research: HubSpot Customer Agent Segments Public Beta Explained
Our research: HubSpot Customer Agent Segments: Personalize AI by Audience
HubSpot Knowledge Base: Personalize customer agent interactions with audience segments

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

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

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.

Sales Extension sidebar cards: leads and agent work in your inbox | Shipped Aug 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:28:28 -0400

HubSpot added a Leads card and a Prospecting Agent card to the Sales Extension sidebar, so reps can see lead stage and the agent's drafts and signals without leaving Gmail or Outlook. Here's what each card shows, the beta catch, who gets it, and who can set it up.

Who it's for: sales reps who prospect from their inbox, and the Super Admins who configure the HubSpot Sales extension. HubSpot lists sidebar customization for all products and plans; the Prospecting Agent itself needs a Starter or higher hub or Smart CRM Professional or Enterprise, plus HubSpot Credits.

HubSpot shipped both cards in Aug 2026. Here's where they stand as of our Oct 29, 2026 check, plus how they got here: both launched in beta on August 14 with a sidebar reset caveat, and HubSpot's help page now shows conditional logic for cards.

In this episode

00:00:00 Two new cards in the inbox
00:02:13 Views, the beta catch, and tiers
00:04:32 Permissions, setup, and Monday

Sources

Our research: HubSpot Prospecting Agent Card in Sales Extension Sidebar
Our research: HubSpot Sales Extension Sidebar: New Leads Card
HubSpot Knowledge Base: Customize CRM cards in the HubSpot Sales extension or add-in
HubSpot Knowledge Base: Set up and use the prospecting agent

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

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

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.

New HubSpot UI theme: same HubSpot, new look, no going back | Shipped Jun 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:26:53 -0400

HubSpot's new theme became the default for every customer on August 31, 2026, and HubSpot says there's no switching back. Here's what changed, what didn't, what's still coming like dark mode, and what this look is setting up.

Who it's for: every HubSpot customer, on all hubs and tiers. Especially admins, trainers and agencies who maintain screenshots, docs and onboarding guides.

HubSpot opened the new theme as a public beta in Jun 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: announced June 26, opt-in beta from June 30, default for everyone on August 31.

In this episode

00:00:00 What changed, when, and for whom
00:02:10 Mobile, feedback, dark mode, stage two
00:04:13 Breeze, a clarification, and Monday

Sources

Our research: HubSpot New Theme 2026: Switch Before August 31 Deadline
Our research: HubSpot New Theme Live: Classic Sunset August 2026
HubSpot Community: HubSpot's new design brings your work into focus
HubSpot Community: HubSpot staff reply on switching back and dark mode (Sep 4, 2026)

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

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

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 Agents MCP connections: agents that reach your other apps | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:25:48 -0400

HubSpot's AI agents can now connect to apps like Gong, Asana, Linear, Notion, Slack and Zapier through MCP. HubSpot's help page lists eighteen apps today, up from eight in April 2026. Here's what changed, who gets it, and how to control what an agent can do.

Who it's for: RevOps, sales and service leaders and HubSpot admins building agents in Agent Builder. HubSpot's help page lists Starter, Professional and Enterprise on Marketing, Sales, Service, Data and Content Hub, plus Smart CRM Professional and Enterprise; HubSpot Credits are required for certain features.

HubSpot shipped the G2, Linear, Gong and Amplitude connections in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: four new connections in April, Asana version two in May, and a longer app list and new navigation since.

In this episode

00:00:00 What it is and how it started
00:02:03 Asana v2, today's list, and who gets it
00:04:21 New steps, controls, and Monday

Sources

Our research: G2 MCP for HubSpot: Buyer Intent in Breeze Agents
Our research: Breeze Agents MCP: G2, Linear, Gong, Amplitude Connected
Our research: Breeze Agents Asana MCP Server v2: What Changed and Why
HubSpot Knowledge Base: Connect apps to HubSpot's AI agents
HubSpot Knowledge Base: Configure HubSpot's AI agent prompts with connected apps
HubSpot Developer Docs: Connect external MCP servers to HubSpot agents (BETA)

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

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

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 MCP server: plug any AI tool into your CRM | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:24:25 -0400

The HubSpot MCP server lets any MCP compatible AI tool read and write your HubSpot CRM, with your existing permissions. Here's what it can do now, what blocks it, and where HubSpot's own pages disagree.

Who it's for: RevOps, admins and developers connecting tools like Claude, ChatGPT, Notion or custom agents to HubSpot. HubSpot says it's generally available to all HubSpot accounts; AEO features need Marketing Hub Professional or Enterprise.

HubSpot shipped general availability in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: a public beta in September 2025, self-service connections in January 2026, GA in April, and new capability bundles since.

In this episode

00:00:00 What it is and how it got here
00:02:04 What it can do now
00:05:23 Permissions, conflicts, and Monday

Sources

Our research: HubSpot MCP Server GA: Connect Any AI Tool to Your CRM
Our research: HubSpot MCP Server Update: Intent Signals, AEO & Reports in Claude
HubSpot Developer Docs: Integrate AI tools with the HubSpot MCP server
HubSpot Developer Changelog: Remote HubSpot MCP server is now generally available
HubSpot Developer Changelog: Public Beta: Self-Service MCP Auth Apps for the HubSpot Remote MCP Server

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

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

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 Agent for Microsoft 365 Copilot: your CRM in Teams | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 23:00:00 -0400

The HubSpot Agent for Copilot brings your HubSpot deals and tickets into Microsoft 365 Copilot and Teams. It's read only, it needs the right Microsoft license, and HubSpot's own help page disagrees with itself on what it can see.

Who it's for: Microsoft-first sales, support and customer success teams, plus the Microsoft 365 admin and HubSpot Super Admin who set it up. HubSpot lists all products and plans; a Microsoft 365 Copilot or Copilot Chat add-on license is required.

HubSpot shipped this as a private beta in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: a private beta connector in April, then the HubSpot Agent for Copilot by June.

In this episode

00:00:00 What it does inside Copilot
00:02:03 From private beta to read only
00:04:19 One more wrinkle, permissions, and Monday

Sources

Our research: HubSpot Connector for Microsoft 365 Copilot: What It Does
Our research: HubSpot Agent for Microsoft 365 Copilot: What It Does
HubSpot Knowledge Base: Set up and use the HubSpot Agent for Copilot

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

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

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 connector for ChatGPT: from lookups to real work | Shipped Aug 2026

Sidekick Strategies — Thu, 29 Oct 2026 22:54:00 -0400

The HubSpot connector for ChatGPT went from read-only CRM lookups to building segments, emails, pages and reports from a chat window. Here's what it does now, the guardrails to set first, and where HubSpot's own pages disagree.

Who it's for: marketers running campaigns, RevOps leaders shaping properties and pipelines, support leads summarizing tickets, and Super Admins deciding what ChatGPT can touch. HubSpot lists all products and plans; some capabilities need an eligible subscription.

HubSpot shipped this expansion in Aug 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: a read-only launch in July 2025, seven new areas in August 2026, and content publishing in October 2026.

In this episode

00:00:00 From read-only lookups to seven new areas
00:02:00 October, plans, and who gets it
00:04:48 Guardrails, a conflict, and Monday

Sources

Our research: HubSpot ChatGPT Connector: New Campaigns, Pages & CRM Access
Our research: HubSpot Connector for ChatGPT: New Features (2026)
HubSpot Knowledge Base: Set up and use the HubSpot connector for ChatGPT
HubSpot Developer Changelog: Expanding the HubSpot connector for ChatGPT
HubSpot: HubSpot for ChatGPT

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

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.

Agent Builder: custom AI agents for Starter and up | Shipped Jun 2026

Sidekick Strategies — Thu, 29 Oct 2026 22:51:51 -0400

HubSpot's Agent Builder lets you build your own AI agents on your CRM data, test them without spending credits, cap their monthly runs, and put them to work. HubSpot's help page now lists it from Starter up.

Who it's for: RevOps leaders, marketing ops, service teams that want custom escalation logic, and Starter portals that had no path to agents before. Smart CRM and Revenue Hub are listed on Professional and Enterprise.

HubSpot first shipped this as a private beta canvas in Jun 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: credits and public beta in July, Breeze Assistant and the new canvas in August and September, and Starter access.

In this episode

00:00:00 What it does and where it started
00:02:08 July changes, and the credit controls
00:05:10 Permissions, where agents run, and Monday

Sources

Our research: HubSpot Agentic Automation Builder: Workflows + AI Agents
Our research: HubSpot Custom Agents Public Beta: Credits, Limits & What Changes
Our research: HubSpot Agent Builder: Custom AI Agents for Your Business
Our research: HubSpot Agent Builder: New Automation Canvas for AI Workflows
Our research: Breeze Assistant in Agent Builder: Build AI Agents Fast
Our research: HubSpot Agent Builder Custom Agents: What Shipped and How to Use It
HubSpot Knowledge Base: Create and customize agents in the agent builder
HubSpot Knowledge Base: Test and control agent credit usage
HubSpot Knowledge Base: Build agents with Breeze Assistant

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

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

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.

Notetaker Smart Deal Progression: the call drafts the update | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 22:29:43 -0400

Notetaker records the call, and Smart Deal Progression drafts the CRM updates, tasks and follow-up email, with most changes waiting for a human to approve. Here's what it costs in credits and what changed underneath.

Who it's for: high-volume sales reps, sales managers, RevOps, customer success teams and admins. Notetaker is listed for Sales Hub and Service Hub Starter, Professional and Enterprise; Deal Progression CRM updates for Sales Hub Professional and up.

HubSpot shipped this as a public beta in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: secure sharing and per-person language settings in June, Starter access in September, and the meeting record change.

In this episode

00:00:00 What it does, before and after
00:02:02 How it got here and where it stands
00:04:14 Credits, record change, and Monday

Sources

Our research: HubSpot Smart Deal Progression: 2026 Update
Our research: Smart Deal Progression: AI CRM Updates
Our research: Smart Deal Progression: AI for Sales
Our research: HubSpot Notetaker with Smart Deal Progression: Full Guide
HubSpot Knowledge Base: Record and take notes in meetings with Meeting Notetaker
HubSpot Knowledge Base: Move deals forward with deal progression

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

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

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 in Slack: from beta helper to CRM doer | Shipped Apr 2026

Sidekick Strategies — Thu, 29 Oct 2026 22:29:08 -0400

Breeze Assistant in Slack went from answering questions to updating records, enrolling workflows and reassigning accounts, with a confirmation card before bulk changes.

Who it's for: RevOps and sales ops, reps who live in Slack, sales managers and admins, on all products and plans as HubSpot lists them.

HubSpot shipped this as a public beta in Apr 2026. Here's where it stands as of our Oct 29, 2026 check, plus how it got here: the Messages tab in October, then rich responses and CRM actions.

In this episode

00:00:00 From beta to the Messages tab
00:02:02 October: rich answers and actions
00:04:14 Setup, the catch, and Monday

Sources

Our research: Breeze Assistant in Slack: HubSpot CRM Access via @-Mention
Our research: Breeze Assistant in Slack: New Agent Experience (2026)
Our research: Breeze Assistant in Slack: CRM Updates and Workflow Enrollment
Our research: Breeze Assistant in Slack: Rich Tables, Cards and Reports
HubSpot Knowledge Base: Use Breeze Assistant in Slack

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

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

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.

Mobile Offline Mode: your CRM in a dead zone | Shipped Oct 2026

Sidekick Strategies — Thu, 29 Oct 2026 22:28:31 -0400

The HubSpot mobile app can now keep up to 200 recently viewed records on your phone when you lose signal. Read-only, with a few real limits.

Who it's for: field sales reps, service techs, sales managers and RevOps leaders with teams on the road, on Starter, Professional or Enterprise plans as HubSpot lists them.

HubSpot shipped this Oct 8, 2026. Here's where it stands as of our Oct 29, 2026 check, plus a quick look at how it got here, including why HubSpot's own help page still says beta.

In this episode

00:00:00 What shipped and what you get
00:02:16 How it got here and who gets it
00:04:17 What's next, setup, and Monday

Sources

Our research: HubSpot Mobile Offline Mode: CRM Access Without Internet
HubSpot Knowledge Base: Access records offline in the HubSpot mobile app
HubSpot Knowledge Base: Create and manage records in the HubSpot mobile app

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

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

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.

Trailer: Sidekick's What Just Shipped

Sidekick Strategies — Thu, 29 Oct 2026 22:26:59 -0400

Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends.

Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official HubSpot sources. If something isn't confirmed, the hosts say so out loud. Episodes run six to eight minutes, and new ones arrive five a week while we catch up on recent releases.

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

Presented by Sidekick Strategies, a HubSpot solutions partner.

AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator voice and the music are AI-generated. The mid-episode message from Sidekick Strategies founder George B. Thomas uses an AI clone of his own voice, made with his consent. Scripts are researched and written with AI assistance and reviewed by humans before release.

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 is a trademark of HubSpot, Inc.