Updates blog

Updates blog — Friday, May 22, 2026

Friday, May 22, 2026 · with Casey Hawkins, Chris Carolan

From the release notes

HubSpot Updates: May 22, 2026

Thirteen updates landed Friday, which is the biggest single-day drop in a while. The strongest cluster is on the Breeze Assistant side, where Canvas mode, advanced data visualizations, and focused clarifying questions all shipped live in the same release. The associations team kept the architectural push going with the Inline Association Table moving into private beta. WhatsApp coexistence is live. Three quiet admin and search improvements landed underneath the headlines. And the platform expanded in both directions: the ChatGPT connector pulls HubSpot data out to where users are working, useCrmSearch lets builders bring more data into UI extensions.

If you watched the show today, you already heard the conversation around two of these. If you did not: Watch the recap to hear our thoughts on these updates and more.

Platform Updates Detailed

Advanced Data Visualizations in Breeze Assistant

Breeze Assistant can now generate rich, flexible data visualizations directly in the conversation. You can specify multiple axes and data series, add annotations and commentary overlaid on the chart, and control visual details like colors, legends, and titles, all conversationally through follow-up messages. Charts can draw on CRM data and can be blended with external data from Breeze's web search or an uploaded spreadsheet. This is live across all hubs and tiers.

Why it matters: The thing to understand about this update is that the output is not a HubSpot report. It is a different category of artifact entirely. You can describe exactly what you want, refine it turn by turn, and layer in commentary that gives the visual context right where it lives. For analyses that go beyond standard report types, arbitrary target lines, custom period comparisons, combined CRM and external data, Breeze can produce them inline without leaving the conversation. The bigger thing this signals is the shift away from "build a report to answer a question." The new motion is: ask the question, get a visual that answers it, refine it until it lands. That is a fundamentally different relationship with data than dashboards have offered for the last decade.

For more details: Advanced data visualizations in Breeze Assistant live.

Create and Iterate on Documents in Breeze Assistant

Breeze Assistant can now create rich artifacts, documents, email drafts, and custom HTML pages, in a dedicated Canvas panel that opens alongside the chat. When Breeze generates an artifact, the Canvas opens automatically and stays open as a persistent workspace for viewing and refining the output. Canvas already shipped for email drafts in the May 20 release. The new piece is the expansion to documents and custom HTML pages. This is live across all hubs and tiers.

Why it matters: Complex outputs used to live buried in the chat thread, with each refinement pushing the previous version off-screen. Canvas mode gives users a fixed surface to build and iterate on deliverables through conversation, without losing context between turns. The HTML output is the part worth noticing. The artifact saves as HTML, which means you can open it in any browser and it renders cleanly. People still want PDFs, and the PDF export from Breeze is not great yet, but the HTML pattern is closer to where document creation is going than the PDF habit suggests.

For more details: Create and iterate on documents in Breeze Assistant live.

Breeze Assistant Now Asks Focused Clarifying Questions

When Breeze Assistant needs a key piece of information before it can give a useful answer, like how your team defines "stalled" or which output format you want, it now pauses and surfaces a focused question card directly in the chat. You pick from predefined options or type your own answer, and Breeze continues immediately. This is live across all hubs and tiers.

Why it matters: The two failure modes this update closes are the silent confident-but-wrong answer and the wall-of-text question dump. Both were rated poorly in usability research. A single interactive question card gets the needed context in one click and keeps the conversation moving. This is the kind of update that does not get headlines but compounds in trust over time. Users who would have given up on Breeze after one wrong answer get a chance to redirect it instead.

For more details: Breeze Assistant now asks focused clarifying questions live.

Inline Association Table

The inline association table lets you see and act on associated record data directly from any CRM index page. You can save your column selection, sort, and filters to the view (HubSpot default views do not support saving). This is in private beta across all hubs and tiers.

Why it matters: Answering cross-object questions from an index page, like which contacts have a deal closing next month, has historically required clicking into individual records or building workarounds. Inline associations bring that context to where you already work. The associations team has been heads-down on this for a while, and the inline table is the visible end of a much bigger architectural push. For anyone managing complex client portals or running cross-object analyses on a daily basis, this is the kind of update that becomes a default-use feature once you have access.

For more details: Inline Association Table private beta.

useCrmSearch Hook for UI Extensions

useCrmSearch is a new React hook for UI extensions that lets you run CRM search directly from app cards and app pages. You can use free-text queries and structured filter groups to run CRM searches across any object type (contacts, companies, deals, tickets, and custom objects) with pagination and property formatting built in. This is live across all hubs and tiers.

Why it matters: UI extensions used to be locked to fetching data from a known record or its directly associated records, both scoped to the current record context. useCrmSearch opens up app experiences that previously required workarounds, document generators, reporting dashboards, and cross-object lookup tools, with authorization handled internally and less boilerplate code. For anyone building on HubSpot, this is the kind of platform expansion that turns "we cannot really do that in HubSpot" into "yes we can."

For more details: useCrmSearch Hook for UI Extensions live.

Access Marketing Campaigns, Blogs, Landing Pages, and Teams from ChatGPT

With the HubSpot connector for ChatGPT, you can now access HubSpot marketing campaign data and team context directly from ChatGPT. That includes campaigns and campaign metrics, landing pages, website pages, blog posts, team memberships, direct reports, reporting structures, user roles, job titles, and seat assignments. Available live for Content Hub Professional and Enterprise and Marketing Hub Professional and Enterprise.

Why it matters: If you are already using ChatGPT for planning, analysis, or content ideation, the connector pulls HubSpot marketing data and organizational context into where you are already doing your thinking. The bigger pattern: HubSpot is becoming connectable from outside, not just queryable from inside. Breeze covers the in-product motion. The ChatGPT connector covers the out-of-product motion. Both shift HubSpot data closer to the work, instead of asking the work to come to HubSpot.

For more details: Access Marketing Campaigns, Blogs, Landing Pages, and Teams from ChatGPT live.

WhatsApp Coexistence

WhatsApp coexistence lets customers use the WhatsApp Business app and the HubSpot inbox and Help Desk at the same time, on the same WhatsApp Business number, without conflicts. Messages sync between HubSpot and the WhatsApp Business app in real time, works across mobile, web, and desktop with no primary device logout required, and HubSpot backfills the last 180 days of conversations. Available live for Marketing Hub Professional and Enterprise.

Why it matters: The previous WhatsApp integration forced teams to choose, work in HubSpot, or work in the WhatsApp Business app. For teams in regions where WhatsApp is the primary customer communication channel, that choice was friction every day. Coexistence removes the choice. Teams who live in WhatsApp can keep working there, and HubSpot stays the source of record for the conversation history. The 180-day backfill is the part that makes this a real migration option, not a forward-only sync.

For more details: WhatsApp Coexistence live.

Marketing Research Agent

The Marketing Research Agent is a reporting-first lens into your business, with the goal of answering pressing questions in a data-driven way. The agent reads through reporting data and recommends actions, which users can save as tasks for further action. HubSpot will reach out to users requesting access and require a mandatory onboarding call with the product team. Available in private beta for Marketing Hub Professional and Enterprise.

Why it matters: The agent intrinsically understands the relationship between assets, so a landing page linked in an email gets treated as connected when proposing the next action. That asset-aware context is what separates this from "run a report and look at the numbers" tools. The mandatory enrollment call is the part worth flagging structurally. Requiring a conversation before beta access produces a better feedback loop than a self-serve toggle, and it tells you the team is actively trying to learn from how the agent gets used in real portals.

For more details: Marketing Research Agent private beta.

Company Recommendations in Prospecting Agent Daily Digest

The prospecting agent daily digest now includes company recommendations. When the agent identifies a buying signal for a company you are tracking, it surfaces the company along with suggested contacts in your digest email. Available live for Sales Hub Starter, Professional, and Enterprise.

Why it matters: Buying signals are only useful if reps actually see them in time to act. Surfacing them in the daily digest email pushes the signal into the inbox, which is where most reps actually start their day. Small distribution change with a real impact on whether buying-signal data influences pipeline.

For more details: Company Recommendations in Prospecting Agent Daily Digest live.

Sales Documents Packaging Simplification

Full Sales Document access is extending to core seats, increasing the per-user limit from 5 to 5,000 for core seat users. The current limit of 5,000 documents per account is maintained for Starter, Professional, and Enterprise editions. Available live for Sales Hub Starter, Professional, and Enterprise.

Why it matters: Customers had reported frustration over needing to purchase a paid seat to access basic features. This change removes that barrier, making essential sales tools more accessible. The kind of packaging cleanup that does not get a press release but quietly improves the everyday experience for the long tail of users sharing core seats.

For more details: Sales Documents Packaging Simplification live.

Admin-Configured Default Views in Segments

Admins can now set a default view for their teams for specific segments or across all segments globally. Segment column selections used to be user-specific, which created inconsistent views across teams and friction when sharing segments. Available in public beta across all hubs and tiers.

Why it matters: Standardization at the admin level is one of the quiet themes running through this release. When everyone on a team sees the same columns and properties by default, collaboration gets faster and reviews get cleaner. The kind of small efficiency that compounds across a large team.

For more details: Admin-configured default views in Segments public beta.

Customizable Search Results Display

You can now select and reorder the properties that display on contacts, companies, deals, tickets, and custom objects in your global search results. Available in public beta across all hubs and tiers.

Why it matters: Search results have been uniform across all users and portals for years. Letting individual users tailor the properties shown for each object type makes it easier to identify the right record without clicking into multiple options. Particularly useful in portals with high-volume similar names, where the default columns rarely surface the property you need to disambiguate.

For more details: Customizable Search Results Display public beta.

Sunset: Segments Intro Page with AI Suggestions

The Segments Intro experience, including AI Segment Suggestions, is sunset. The Intro page and the ability to generate new segments through suggestions are no longer accessible. Any segments previously created using Segment Suggestions remain available and fully functional. The Intro tab change applies to all hubs and tiers. The Segment Suggestions change applies to Marketing Hub Professional and Enterprise.

Why it matters: HubSpot is consolidating segmentation and segment suggestions into the core Segments experience, which gives the team room to improve segmentation in a single unified place. Sunsets like this are usually a precursor to better functionality landing in the core experience. If you used Segment Suggestions historically, your existing segments are fine. The path forward for new ones lives inside the standard Segments interface.

For more details: Sunset: Segments Intro Page with AI Suggestions.

Key Takeaways and Next Steps

The Breeze cluster is the headline: Three Breeze updates shipped live in the same release: advanced data visualizations, Canvas mode for documents and HTML, and focused clarifying questions. Together they reshape the relationship between asking a question and getting an answer inside HubSpot. The motion is no longer "build a report to find out." It is "ask the question, get a visual, refine it." If you have not spent time inside Breeze Assistant lately, this is the week to come back.

Platform expansion is happening in both directions: The ChatGPT connector brings HubSpot data out to where users are already working. useCrmSearch lets builders bring more data into UI extensions. Both shift the platform toward "HubSpot data close to the work" instead of "the work has to come to HubSpot."

Admin and quality-of-life work keeps compounding: Admin-configured default views in Segments, customizable search results, the Segments Intro sunset, and the Sales Documents packaging change are not headline updates. They are the kind of work that adds up across an admin's daily experience. Worth flagging because the cumulative effect is real, even when no individual change makes a marketing splash.

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