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.