エピソード

  • HubSpot Properties Schemas API: rollups, sync, and validation in code | Shipped Nov 2026
    2026/11/10

    The Properties Schemas API lets teams create rollup and sync properties, set validation and field permissions, and read richer metadata in code. HubSpot's in-app Product Updates lists this as a Public Beta, available across all hubs and tiers, under the 2027-03-beta API version label. No release date is shown.

    Who it's for: Developers, RevOps, and agencies who provision properties across portals. Public Beta, available across all hubs and tiers.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. The version header, validation on the property, and field-level permissions are the operational details that matter this week. Product Updates does not name a general-release date. The 2027-03-beta label is an API version header, not a claim that this ships in a later year.

    Sources
    Our research: Properties Schemas API: Build and Manage HubSpot Properties Programmatically
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot Customer Agent: CSV batch testing and expected answers | Shipped Nov 2026
    2026/11/10

    Customer Agent Batch Testing can now take a CSV of questions and optional expected answers, then run them as one batch. HubSpot's in-app Product Updates lists this as a Public Beta for Customer Agent on Professional and Enterprise across Smart CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, and Data Hub. No release date is shown.

    Who it's for: Service, success, and RevOps teams already using Customer Agent Batch Testing. Public Beta on Professional and Enterprise across the hubs named above.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. The CSV template, optional expected answers, and treating this as a follow-on to earlier batch testing are the operational details that matter this week. Product Updates says Customer Agent uses HubSpot Credits, but it does not say that test runs consume them, so that credit use is unconfirmed.

    Sources
    Our research: CSV Batch Testing for Customer Agent: Test at Scale
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot Audit Log redesign: security and CRM changes in two tabs | Shipped Nov 2026
    2026/11/10

    HubSpot redesigned the Audit Log into two tabs, Security Activity and CRM Data Changes, with a unified Actor filter and labels for whether a human or an AI agent made the change. HubSpot's in-app Product Updates lists this as a Public Beta, available across all hubs and tiers. No release date is shown.

    Who it's for: Admins, RevOps, and operations leads who investigate changes in the portal. Public Beta, available across all hubs and tiers, with no setup.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. The two tabs, the Actor filter, and human-versus-agent attribution are the operational details that matter this week. Product Updates does not name a general-release date, and we could not confirm whether any admin permission beyond access to the Audit Log is newly required.

    Sources
    Our research: Audit Log Redesign: Faster Event Lookup and Clearer Attribution
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot Customer Agent email: custom feedback and transfer buttons | Shipped Nov 2026
    2026/11/10

    Every Customer Agent email reply can now include a custom feedback question and two buttons. A positive click counts toward reporting, and a negative click hands the conversation to a human. HubSpot's in-app Product Updates lists this as Live, for Customer Agent on Professional and Enterprise across Smart CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, and Data Hub.

    Who it's for: Service leaders and RevOps teams running Customer Agent on email. Live on Professional and Enterprise across the hubs named above.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. The prompt, button labels, human handoff path, and the Customer Agent tester are the operational details that matter this week. Product Updates does not say whether every language or email template is covered, so we are not confirming those exceptions.

    Sources
    Our research: Customize Customer Agent Feedback and Transfer Buttons in Email
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot CRM Calendar View: drag-and-drop and custom date properties | Shipped Nov 2026
    2026/11/10

    HubSpot's CRM Calendar View can now use custom date properties, and a drag writes the new date back to the record. HubSpot's in-app Product Updates lists this as Live, on Sales Hub, Marketing Hub, Service Hub, Content Hub, and Data Hub at Starter and above, plus Smart CRM Professional and Enterprise and Revenue Hub Professional and Enterprise.

    Who it's for: Sales, service, and RevOps teams who manage time-based records in the CRM. Live on the hubs and tiers named above. Calendar View is only supported on a limited subset of object types.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. Custom dates, drag-and-drop, multi-day events, and click-to-create are the operational details that matter this week. Product Updates does not include an official object list, so we are not naming objects.

    Sources
    Our research: CRM Calendar View: Drag-and-Drop Scheduling and Custom Date Properties
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot configurable unsubscribe links: opt out of one subscription type | Shipped Nov 2026
    2026/11/10

    HubSpot shipped configurable unsubscribe links so a footer can opt a contact out of the subscription type tied to that email, instead of every message. HubSpot's in-app Product Updates lists this as a Public Beta for Marketing Hub Professional and Enterprise, with a release expected November 23, 2026.

    Who it's for: Email marketers and marketing ops who watch a list shrink after a single promo. Public Beta on Marketing Hub Professional and Enterprise.

    Our research covered this on November 10, 2026, and we checked HubSpot's in-app Product Updates the same day. Here's where it stands as of that check. Per-email footer settings, subscription types, and the HubL variable for Design Manager templates are the operational details that matter this week. Product Updates does not give a one-size legal answer, so teams should get a real review before they go live.

    Sources
    Our research: Configurable Unsubscribe Links: Keep Contacts Subscribed to What They Want
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    6 分
  • HubSpot Revenue Hub serverless functions on quotes | Shipped Nov 2026
    2026/11/10

    HubSpot now lets Revenue Hub Enterprise teams use serverless functions inside custom-coded quote modules, so buyer input on a quote can write back to the CRM in real time. Our research, grounded in HubSpot's in-app product updates, treats this as live. On air we say Revenue Hub Enterprise, which is what the Product Updates body text supports. Professional appears on the panel, but we could not confirm it from that official source.

    Who it's for: Revenue Hub Enterprise admins, RevOps, and sales engineers with configurable products. On air: Revenue Hub Enterprise only. Professional was listed on the Product Updates panel and remains unconfirmed.

    Our research covered this on November 9, 2026. Here's where it stands as of that check. The practical work is a safe rollout: start with a controlled quote template, confirm the write-back lands on the right record, and only then widen who can use it.

    In this episode
    00:00:00 Quotes that write back to the deal
    00:02:06 How serverless functions work on quotes
    00:04:08 Enterprise framing and a safe rollout

    Sources
    Our research: Serverless Functions Come to Revenue Hub Enterprise
    Also checked: HubSpot's in-app product updates (not linked publicly)

    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.

    続きを読む 一部表示
    8 分
  • HubSpot Agent Hub workflows: exclusion criteria and merge settings | Shipped Nov 2026
    2026/11/10

    HubSpot's Agent Hub workflows builder now has two run settings in the Rules tab of the Triggers panel: exclusion criteria and merge settings. Exclusion criteria can block a run from starting or stop a run already in progress, for object-based triggers. Merge settings decide whether a record should trigger a workflow when it picks up new data through a merge. Our research article lists Professional and Enterprise across Marketing Hub, Sales Hub, Service Hub, Smart CRM, and Data Hub.

    Who it's for: RevOps and marketing ops migrating automations into Agent Hub. Our research article lists Professional and Enterprise across Marketing Hub, Sales Hub, Service Hub, Smart CRM, and Data Hub. Free and Starter do not get the new Agent Hub workflows builder.

    Our research covered this on November 9, 2026. Here's where it stands as of that check.

    HubSpot's in-app product updates did not show a matching entry when we looked, so we could not confirm dates, beta or live status, or tiers from that official source. What we couldn't confirm is called out in the episode.

    In this episode
    00:00:00 Rules tab guardrails arrive
    00:02:06 How exclusion and merge work
    00:04:07 What Product Updates could not confirm

    Sources
    Our research: New Run Settings in Agent Hub Workflows: Exclusion Criteria and Merge Settings
    Also checked: HubSpot's in-app product updates (not linked publicly; no matching entry was visible when we checked)

    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.

    続きを読む 一部表示
    6 分