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This week’s HubSpot updates are focused on giving teams more flexibility, smarter automation, and better ways to collaborate across the platform.
From helping Breeze Assistant create more consistent, on-brand presentations to building dynamic filters that compare CRM properties, these updates make it easier to work with the data and tools you already have. Plus, a new sequence enrollment option gives sales managers and operations teams more control over outreach without disrupting ownership or attribution.
Here are our top updates for the week of November 9, 2026:
- Presentation Templates in Context Home,
- Property Comparisons in Segments and Workflows, and
- Sequence Enroll on Behalf of Others.
Presentation Templates in Context Home
Introducing Presentation Templates in Context within Agent Hub. Customers can now upload their existing presentation templates and provide instructions for when and how Breeze Assistant should use them when creating presentations.
Customers already have templates that reflect their brand, preferred layouts, and presentation style. Giving Breeze Assistant access to these templates helps it generate more consistent, on-brand presentations and reduces the need for manual restyling.
How does it work?
Customers can add presentation templates in two ways:
- From Breeze Assistant: Upload a presentation template while working with Breeze, then ask Breeze to save it to Context within Agent Hub for future use.
- From Context in Agent Hub: Navigate to Presentation Templates, upload a template, and add instructions describing when and how Agents should use it.
Once saved, Agents can reference these templates and their instructions when creating future presentations. Customers can also manage their templates and update instructions in Context in Agent Hub.
Property Comparisons in Segments and Workflows
Property Comparisons let users filter records by comparing one property's value directly against another, rather than a fixed, manually entered value. Instead of asking "does this deal exceed $10,000?", users can ask "does this deal's amount exceed the deal's target amount?" Both sides of the condition are live property values.
When the condition you need is "deal amount is less than target amount," a static value filter can't help. Users have worked around this with calculated properties and rollups - proxies that add maintenance overhead and still don't always fit. Property comparisons lets users express these conditions directly, without workarounds.
How does it work?
When building a filter condition, users can now select a property as the comparison value instead of typing a static input. A switch on the right side of the value field toggles between a literal and a property.
In property mode, the field becomes a property picker scoped to the same object. The condition evaluates dynamically at filter execution time, so if either property value changes, the result updates accordingly. Supported operators depend on the property type (numeric, date, string) and follow the same rules as static-value filtering.
Note that not all operators are available for property comparisons yet, but the team is working on supporting most use cases in the near future.
Sequence Enroll on Behalf of Others
Sales ops, managers, and executive assistants with the right permission can enroll contacts in sequences on behalf of another user. Emails send from the selected sender’s inbox, and tasks land in the sender’s queue. Replies and activity credit the right person.
Reason for development
Sales teams often rely on sales ops, managers, marketers, and executive assistants to run sequence outreach for multiple reps and executives. Manual workarounds don’t scale, and they block adoption. Now it’s easier to ensure outreach comes from the right sender and replies and activity land with the person who owns the relationship, even when someone else built the sequence.
How does it work?
How it works
Permissions setup
Admins turn on the “Enroll in sequences on behalf of others” permission in user settings under sequences permissions.
Enrollment process
- Someone with the permission manually enrolls contacts in a sequence, one at a time or in bulk.
- They choose the sender. Any user with access to the sequence, sequence enrollment permissions, and a connected inbox can be the sender.
- They pick from all of that sender’s connected inboxes.
Every sequence step runs as if the sender enrolled the contacts. Emails send from the sender’s inbox, and tasks appear in their queue. Anyone without the permission does not see the option to enroll on behalf of others.
Attribution
HubSpot attributes sequence activities and enrollments to the sender, not the person enrolling.
Are You Getting the Most Out of Your HubSpot Portal?
HubSpot keeps adding new features and capabilities, but are you making the most of what you already have?
From underused tools and outdated workflows to missed automation opportunities, it's easy for your portal to fall behind as your business grows and the platform evolves.
Orange Marketing's HubSpot Portal Audit takes a closer look at your setup to uncover what's working, what's not, and where you can get more value from your HubSpot investment. Find out what your HubSpot portal could be doing better.
