
October’s HubSpot releases are packed with subtle but meaningful improvements and features that remove steps, simplify collaboration and make your data a little cleaner. You’ll notice improved record views, new AI enhancements and a long-awaited Google Drive integration that finally closes the loop between HubSpot and your shared files.
From the everyday fixes you didn’t know you needed to the AI tools changing how you work, here’s what’s new in HubSpot this month.
Updates managers will love
- Breeze Assistant mobile app
- Smart Data Capture
- Forecast submission cadence and reminders
- Leads as a standard CRM object
- Deal Insights CRM card
- Payments in the new Forms Editor
Updates HubSpot admins will love
- Google Drive integration
- Customizable sequence unenrollment
- Configurable unsubscribe links
- Customer agent property access
- Form submissions on the company record
- Enhanced segment builder
- Rename/toggle leads
- App workflow action insights
HubSpot updates managers shouldn’t miss
Use Breeze Assistant anywhere
What’s new: HubSpot’s Breeze Assistant is now available as a standalone mobile app for iOS and Android, bringing the same AI-powered insights and support from your desktop directly to your phone. You can use it to draft follow-ups, summarize meetings, pull record details or capture quick ideas while they’re fresh.
How it helps you
Work doesn’t always happen at your desk, and now Breeze doesn’t have to either. Whether you’re in the car before a client meeting or catching up after an event, the app gives you access to real-time context and AI summaries from anywhere. It’s mobile AI that knows your business data, remembers your preferences and keeps your day moving smoothly when you’re on the go.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Capture key details automatically with AI
What’s new: HubSpot’s Smart Data Capture feature uses AI to scan call and meeting transcripts and suggest updates to deal properties. It identifies key details discussed in real conversations like next steps, decision-makers and pain points and recommends filling in or updating those fields automatically.
How it helps you
This update turns everyday sales calls into clean, structured data. Instead of relying on reps to remember every follow-up or jot down notes later, Smart Data Capture automatically surfaces information like:
- Timeline and next steps.
- Decision maker or buying team.
- Pain points, goals, or objections.
- Competitors or budget mentioned.
While still in early testing, it’s a promising step toward reducing data entry and keeping deal records complete without extra effort.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Keep forecasts consistent with automated reminders
What’s new: HubSpot now lets you automate forecast submission reminders so sales reps are prompted to update their forecasts on a regular cadence. Managers can also see status indicators in the forecasting tool that show whether reps are submitting forecasts on time.
How it helps you
This update takes the manual follow-up out of forecasting and keeps your pipeline insights up to date. By automating reminders, managers can ensure their teams are submitting forecasts as often as they’re supposed to without having to chase people down. The added visibility helps leaders spot gaps, track accountability and maintain more accurate revenue projections across the team.
Status: Live
Applicable HubSpot Hubs: Sales, Service
Applicable HubSpot Tiers: Professional, Enterprise
Work Leads like any other CRM object
What’s new: The Leads object now behaves just like any other object in HubSpot. That means you can create saved views, apply custom board views and share those views across your team. The index page now includes filters, sorting and customization options that match what you’re used to with contacts, companies and deals.
How it helps you
This update makes it easier for managers and reps to track and prioritize Leads, even outside of the sales workspace. You can visualize lead progress, assign ownership and collaborate more effectively using the same tools your team already knows. Saved views and board layouts let you quickly organize, so everyone’s working from the same picture of the pipeline. Common use cases include:
- Custom board views by stage, assigned user, territory or source.
- Shared team views for leads with no recent activity or high-priority leads.
- Quick filters for stale leads, target accounts, or specific regions.
Status: Live
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise
See Deal Insights without leaving the record
What’s new: The Deal Insights CRM Card is now available directly on the deal record, not just in Sales Workspace. This card surfaces AI-driven insights like buyer goals, potential risks and deal highlights pulled from related emails, notes, and meeting transcripts.
How it helps you
You no longer have to dig through the Sales Workspace to find helpful deal context. With this update, reps and managers can see the same insights at a glance. It’s a small change that makes deal management faster and more consistent across your team, especially for those who didn’t even realize these insights were previously tucked away in Sales Workspace.
Status: Live
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise
Collect payments seamlessly through forms
What’s new: You can now redirect form submissions to payment links, allowing you to collect payments right after someone fills out a form. For those using Marketing or Content Hub Pro+, you can even add conditional logic, which can send users to different payment links based on their responses.
How it helps you
This update bridges the gap between lead capture and payment collection, giving you a smoother, more automated way to handle transactions without extra tools or follow-up steps. It’s a major win for teams who want to simplify checkout and reduce manual work for things like:
- Event registration for paid webinars or live sessions.
- Donation forms that route to different payment links by purpose.
- Paid course or membership sign-ups (pair with Content Hub Pro+ for private content).
- Deposits or sponsorship payments tied to form submissions.
Status: Live
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All
HubSpot updates admins shouldn’t miss
Connect Google Drive to HubSpot records
What’s new: You can now attach Google Drive files and folders directly to HubSpot records with no downloading or re-uploading required. The integration works across:
- Contacts.
- Companies.
- Deals.
- Tickets.
This update makes it easy to keep shared documents where your teams already work. If Breeze AI is enabled, HubSpot can also generate summaries of connected files, like contracts or proposals, for faster context.
How it helps you
This update streamlines collaboration between teams that rely on shared files. Whether it’s sales documents, onboarding materials or legal contracts, everything can now live inside HubSpot. Teams are already using it to:
- Connect shared folders for client collaboration or onboarding.
- Attach deal folders with proposals or pitch decks to help service teams ramp faster.
- Link contract and QBR folders for legal or account management reference.
- Store supporting documents for complex service tickets.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Control when sequences stop (and when they don’t)
What’s new: You can now customize sequence unenrollment triggers, meaning you decide whether a contact should be unenrolled when they reply or book a meeting. For the first time, those triggers can be toggled off on a per-sequence basis, giving admins more control over follow-up automations.
How it helps you
This change lets you keep sequences running until your intended goal is met. For example, you can continue sending emails until a contact:
- Registers for a webinar.
- Completes a review.
- Confirms a renewal.
- Finishes an onboarding sequence.
You can even ensure full follow-up drips are delivered after meetings, without needing to manually restart a sequence. It’s a small tweak with big implications for maintaining consistent communication and reducing manual oversight.
Status: Private Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise
Fine tune how unsubscribes work
What’s new: HubSpot’s adding a long-requested feature that gives admins more control over email unsubscribe links. Instead of every unsubscribe being all-or-nothing, you can now connect an unsubscribe link to a specific subscription type.
How it helps you
This change helps marketers and admins keep their lists cleaner and their audiences happier. If someone wants to stop getting newsletters but still receive event invitations, product updates, or renewal reminders, they can. It’s a powerful way to reduce accidental opt-outs, maintain more accurate data, and create a smoother experience for every subscriber.
Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise
Give your AI agents smarter CRM access
What’s new: The Customer Agent can now view and edit CRM contact properties directly (up to 10 per agent). Admins can define which properties are accessible, whether the agent can just view or also edit them, and even add instructions for how to use that data in customer conversations.
How it helps you
This update takes HubSpot’s Customer Agent from reactive to proactive. With access to CRM data, your agent can provide more accurate, personalized responses and even update records when customers share new information.
Imagine AI that can:
- Confirm a customer’s address.
- Update their phone number.
- Verify account details.
- Surface a renewal date during chat.
For businesses building toward AI-assisted customer service, this update bridges the gap between automation and human-quality interaction.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
See form submissions at the company level
What’s new: HubSpot now shows form submissions from all associated contacts directly on the company record. That means every demo request, content download or contact form tied to that company is visible in one timeline view.
How it helps you
This update gives admins and managers a clearer picture of engagement across an entire organization. Instead of checking who from a company filled out which form, you can instantly see every interaction in one place. That saves time, uncovers hidden buying signals and helps align sales and marketing teams around a single, company-level view of interest.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Build smarter, faster segments
What’s new: HubSpot’s reimagined segment builder makes it easier to create precise, flexible segments without getting lost in layers of filters and rules. The update introduces:
- A wider editor.
- A new data panel for quick property access.
- Flexible logic controls that let you toggle between AND/OR filters within and across groups.
How it helps you
For admins, this is a major step toward cleaner, more efficient segmentation. You can now build complex audiences in minutes without duplicating filters or creating multiple groups to achieve the same outcome. The new logic controls give you full flexibility to define relationships between conditions while the improved layout makes it faster to find and organize your filters.
In short: you’ll spend less time wrestling with conditions and more time creating segments that actually reflect how your business thinks about its customers.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Rename or toggle the Leads object
What’s new: Now you can rename the Leads object or turn it off entirely. For teams that use “leads” to mean different things across marketing and sales, this gives you the power to tailor the terminology in your CRM so it matches your actual process.
How it helps you
This update solves one of the biggest sources of confusion in HubSpot. By renaming the Leads object, you can align your CRM language with your team’s workflow. It’s a small administrative tweak with a big organizational impact, helping eliminate ambiguity between lifecycle stages, statuses, and objects.
And if your business doesn’t use leads at all, you can now toggle the object off completely, keeping your CRM clean and focused on what matters most to your team.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Audit and expand your app automations
What’s new: HubSpot’s new App Workflow Action Insights feature shows which of your connected apps include workflow actions and how many of those actions are actually being used. You’ll see each app listed alongside its available automation options and current workflow activity.
How it helps you
This update gives admins clear visibility into where automation opportunities exist across the tech stack. It’s an easy way to:
- Spot underused integrations.
- Evaluate workflow efficiency.
- Uncover ways to save time.
Think of it as a built-in audit tool for your automations. A quick review can reveal actions you didn’t know existed and help your team streamline processes that still rely on manual steps.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Final takeaways: October’s HubSpot updates
From smarter AI tools to cleaner admin controls, this month’s updates show HubSpot continuing to balance intelligence with usability. Managers get new ways to forecast, coach and act faster, while admins gain more control over automations, data organization, and the customer experience.
If you haven’t already, take time to explore these updates in your own portal. Many are live now or available in beta, and each one offers a small but meaningful step toward a more connected, efficient HubSpot experience.
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