Updates blog — Thursday, May 28, 2026

HubSpot Updates: May 28, 2026

Fifteen updates landed May 28, and most of them share a target: the gap between where your data lives and where you actually work. The inline association table went wide, index pages now update in real time, email templates opened up to core seats, and a cluster of releases pushed metrics, cleanup, and Breeze capabilities closer to the surfaces people already use every day.

If you watched the show, you already heard the conversation around several of these, including a live first look at the inline association table. If you did not: Watch the recap to hear our thoughts on these updates and more.

Platform Updates Detailed

Inline Association Table

The inline association table lets you see and act on associated record data directly from any CRM index page, including custom objects, with quick filters across the associated records. This had been in private beta and is now in public beta across all hubs and tiers.

Why it matters: Cross-object questions are some of the most common questions in a CRM, and answering them has meant clicking into records one at a time or maintaining paired lists as a workaround. Which contacts have a deal closing next month, which companies have a lifecycle stage that does not match their contacts: those answers now live on the index page where you already work. This is one of the most useful releases of the month, and the move from private to public beta means you can turn it on today.

For more details: Inline association table public beta.

Email Templates and Snippets Packaging Simplification

Core seat users now have full access to all email templates and canned snippets in their account, removing the old restriction that capped them at the first five without a paid seat. The per-account template limit also doubled from 5,000 to 10,000. This is live for Free accounts and Sales Hub and Service Hub Starter through Enterprise.

Why it matters: The five-template cap was a packaging decision that punished the wrong people, the occasional users who benefit most from pre-approved templates. Everybody who should have access to the team's templates and snippets now does, without a seat purchase standing in the way. If you previously kept template adoption narrow because of seat math, it is worth revisiting your enablement plan.

For more details: Email templates and snippets packaging change.

Real-Time Table Updates on Index Pages

Index pages now update property data in real time as records are created or modified, so new records, ownership changes, and status updates appear without a manual refresh. This is in public beta across all HubSpot products.

Why it matters: Stale tables lead to mistaken priorities, and the refresh habit costs more than people realize, especially when refreshing means losing unsaved filters. Less refreshing, fewer lost views, current data by default. One related warning for anyone on the new index page experience: the save action moved to the bottom of the panel, so save your views before you navigate away.

For more details: Real-time table updates public beta.

Archive Property Options

You can now hide individual options on enumeration properties, including dropdowns, checkbox lists, and radio selects, so they are no longer selectable while existing records keep their values. This has moved from private beta to public beta across all hubs and tiers.

Why it matters: Retiring a stale property option used to mean renaming it "do not use" and hoping. Archiving deprecated options cleans up data entry without rewriting history, which is exactly what you want before a CRM audit or a reporting overhaul. Small feature, real data quality win, and now open to everyone.

For more details: Archive property options public beta.

Workflow Actions Available in All Workflow Types

A selection of workflow actions can now be used in all workflow types, act on associated objects, and act on custom data sources that are not the enrolled object. Actions like Add to Ads Audience are no longer locked to contact workflows. This is live across Smart CRM, Marketing, Sales, Service, and Data Hub.

Why it matters: The one-action-one-object restriction has forced admins to build multiple chained workflows to solve a single need, and chained workflows are where automation logic goes to become unmaintainable. Acting on associated objects from one workflow collapses that sprawl. If you have workflow chains built purely to dodge the old object restrictions, this release is your invitation to consolidate.

For more details: Workflow actions in all workflow types.

Breeze Assistant on HubSpot Mobile: Meeting Prep, File Uploads, and Suggested Prompts

Three Breeze Assistant capabilities arrived on mobile at once: Meeting Prep surfaces CRM summaries and talking points before meetings, File Upload brings files and images into Breeze from your phone, and Suggested Prompts offer pre-built questions so you are not typing queries on a phone keyboard. This is live across all hubs and tiers via the updated mobile app.

Why it matters: The pattern across HubSpot right now is unifying context and making it reachable from every surface, and mobile was the surface lagging behind. Meeting prep with CRM context already loaded is the feature that will earn the app a spot on sales reps' home screens. If you have not opened the mobile app lately, this batch is the reason to.

For more details: Breeze Assistant mobile updates.

New Notification Emails

HubSpot's notification emails are being rebuilt with a refreshed component set, including redesigned versions of the highest-volume emails. The goal is emails that are clearer, explain why you received them, make the next step obvious, and work in dark mode. This is in public beta for all hubs and tiers, free and paid.

Why it matters: Notification emails are the part of HubSpot your whole company sees, including people who never log in. Clearer notifications mean fewer "what is this email" questions landing on the admin, which is a quiet support-load reduction that compounds across a big team.

For more details: New notification emails public beta.

Additional User Object Capabilities

The User object now supports associations with other objects in your data model, pipelines, and segments, bringing it in line with other CRM object types. This is in public beta across all hubs and tiers.

Why it matters: Users have been second-class objects, which made it awkward to model anything where your own team members are part of the data, from territory management to capacity tracking to internal approval flows. Segmenting contacts and companies based on assigned user properties is the capability hiding in here that RevOps teams should look at first.

For more details: Additional User object capabilities public beta.

Custom Metrics on Global Home

A new widget on Global Home shows your key business metrics as soon as you log in, each with a KPI number and a comparison to the previous period, built on your Smart CRM data. This is in private beta across all hubs and tiers.

Why it matters: Global Home has struggled for a reason to be anyone's first stop, since most users land directly in a workspace, an index page, or a record. Customizable metrics are the strongest case yet for it becoming the page your day starts on, especially for users who are not comfortable configuring reports and get burned by numbers they cannot adjust. Customizable is the key word: a fixed number you cannot explain is worse than no number.

For more details: Custom metrics on Global Home private beta.

CRM Index Page Metrics

You can now configure, analyze, and reuse metrics directly from CRM index views, including time series charts, owner and team breakdowns, and the ability to save a metric as a report. This is in private beta across all hubs and tiers.

Why it matters: Defining the same metric in three places is how teams end up reconciling numbers in meetings instead of acting on them. Define once, reuse across views, save to a dashboard: that is the metric hygiene most portals are missing. Paired with real-time index updates, the index page is becoming a live operating view instead of a list.

For more details: CRM index page metrics private beta.

Recording and Transcription Settings

A new Recording and Transcription settings page gives admins one place to manage how meetings and calls are recorded and transcribed across HubSpot, covering Notetaker and the Zoom, Google Meet, and Microsoft Teams integrations. This is live for Sales Hub and Service Hub Professional and Enterprise, and it does not consume HubSpot Credits.

Why it matters: Plenty of teams have transcription partially set up without knowing what is on, what is off, and what is being analyzed, because the settings were scattered. One page makes conversation capture auditable, which matters both for getting value out of it and for governing it. Worth a five-minute review even if you think your setup is fine; you may find capture options you did not know you had.

For more details: Recording and transcription settings page.

Analyze Performance of Live Chat Knowledge Base Article Views

A new Chat Widget Views column in the knowledge base Analyze tab shows how often each article is opened by visitors inside the live chat widget. This is in public beta for Service Hub Professional and Enterprise.

Why it matters: Your knowledge base is doing deflection work inside chat that page-view analytics never see. Measuring article performance where it actually resolves questions tells you which content is carrying the support load and which gaps are pushing people to a human.

For more details: Live chat knowledge base article analytics public beta.

Cleanup Automation for Companies

You can now automate the removal of old company records using the account cleanup tool, with your own criteria such as time since last update. This is live across Enterprise tiers (Content, Marketing, Data, Sales, Smart CRM, and Service).

Why it matters: Company records age worse than almost any other object, since businesses close, rebrand, and go stale silently. Automated removal on your own criteria turns an annual cleanup project into a standing policy. The judgment call is the criteria, so start conservative and review what qualifies before letting automation loose.

For more details: Cleanup automation for companies.

Cleanup Automation for Tickets

The same automated cleanup arrives for tickets: set criteria like time since last update and let the account cleanup tool retire old tickets on its own. This is live across the same Enterprise tiers.

Why it matters: Stale tickets clutter every view your service team uses to find active issues. A standing cleanup policy keeps the pipeline reflecting reality without anyone spending a Friday afternoon archiving.

For more details: Cleanup automation for tickets.

Cleanup Automation for Orders

Orders join the cleanup family too: automate removal of old orders based on criteria like time since last modification. This is live across the same Enterprise tiers.

Why it matters: Three cleanup releases in one day is the real story here. HubSpot is building toward portfolio-wide data hygiene as automation rather than as a project, and Enterprise admins should be defining cleanup policies per object now instead of waiting for the next audit to force the issue.

For more details: Cleanup automation for orders.

Key Takeaways and Next Steps

The index page is becoming the workspace: Inline association tables, real-time updates, and index page metrics all shipped within a day of each other, and together they change what an index page is: not a list you click through, but a live view you answer questions from. If your team still treats index pages as a place to find records before the real work starts, this batch is worth a training refresh.

Access restrictions are quietly falling: Templates and snippets opening to core seats and association tables going public beta both follow the same logic: features earn more value when more people can touch them. Audit what your team stopped asking for because of old packaging limits.

Data hygiene is becoming policy, not project: Three cleanup automations plus archivable property options in one batch. The teams that win here will define retirement criteria per object and let the platform enforce them, rather than scheduling cleanup sprints that never quite happen.

Breeze context keeps consolidating: Mobile file uploads, meeting prep, and the metrics surfaces all feed the same direction: HubSpot unifying its own context so AI can use it anywhere you are. The more your data model and settings are in order, the more these releases pay off.