Orange Marketing
Tired of chasing down invoices, cleaning up CRM dramas, or writing one more LinkedIn post? HubSpot’s latest updates are here to do the grunt work for you.
Here’s what’s new in HubSpot this week:
- Automatic Invoice Reminders,
- Breeze Social Media Agent,
- Use HubSpot In-meetings App in Live Google Meet Meetings, and
- Apply Activity Logging Defaults to External Emails.
Automatic Invoice Reminders
Invoices are now automatically created when a customer pays a Quote or Payment link through Commerce Hub. These invoices are available in HubSpot when you need them. Invoices can be shared with buyers for their records, will seamlessly sync with your accounting system, and can be used in automation and reporting.
How Does It Work?
Previously, only some payments had an Invoice created through Commerce Hub. Subscription payments and payment schedule payments created invoices, but one time payments through Quotes and Payment links did not have an invoice created. This led to an incomplete picture and made it difficult to report on revenue.
- All payments through Quotes and Payment Links will now have an Invoice created automatically when the buyer pays.
- If there are one time and recurring line items on the same payment, they will be consolidated on the same initial invoice and a new invoice will be created for each recurring payment.
- Invoices will be automatically associated to relevant contact, company, and deal records.
Breeze Social Media Agent
Introducing the Social Media Agent which uses AI to maximize content creation.
Marketers can now expedite their content process with the Social Media Agent. The Social Media Agent automatically producing effective social posts tailored to your business, audience, brand voice, and social media accounts. Find more details in the Knowledge Base doc here.
What's New
Train your Social AI: You can now customize your social AI features (Social Agent, Optimize captions, Create with AI) to sound exactly like you! Whether you want no hashtags on LinkedIn or emoji-friendly tone on Instagram, this feature learns from you and applies your instructions to every post, making your content feel authentically yours.
Some key features:
- 🎯 Choose your hashtag, emoji, keywords, and tone preference
- 📁 Upload brand guidelines for AI to automatically learn your voice
- 📣 Give specific instructions per network (try “use all lowercase text”)
How Does It Work?
NEW:
Train your Social AI:
- Instruct Once, Apply Always: Add general content preferences (e.g., “no hashtags,” “professional tone”) and platform-specific rules (e.g., Instagram CTAs = “link in bio”).
- Upload Your Brand Docs: Drop in a brand identity PDF and let the agent learn from your existing materials.
- Feedback Loop: Every edit you make can be saved as a preference for future posts.
- Multi-Network Support: Give different instructions for LinkedIn, Facebook, Instagram, and more.
- Accessible in the Editor & Agent Settings: Train your AI directly within the social editor flow or Create with AI or via Suggested posts.
Creating posts with AI:
- In your HubSpot account, navigate to the top right button called “Create with AI”
- Make sure you've switched on your AI settings. A wizard will pop up to get some quick information about your social post.
- You’ll see suggestions based on your input. Edit / Review / Save to Drafts or Publish!
To set up your Social Media Agent:
- In your HubSpot account, navigate to the Marketing > Social
- On this page, click on "Agent"
- Once on this page, click on "Turn on Social Agent"
- In this screen you will see your company name.
- You should fill the form by inputting:
- your target social media audience
- a detailed description of your business
- Once complete, click "Turn on Agent"
Use HubSpot In-meeting App in Live Google Meet Meetings
With HubSpot's Google Meet integration, you can access and update HubSpot records without opening a separate window.
During your meetings you can now:
- Create new HubSpot contacts records
- Associate the meeting to any relevant HubSpot record
- Add notes to HubSpot contact records
- Use HubSpot playbooks
How Does It Work?
1. Install HubSpot's Google Meet integration here. (For tour of the app, go to Settings > Integrations > Connected apps.)
2. Go to Google Meet and start a meeting.
3. Within the meeting, click the 'Apps icon' on the bottom navigation bar. From there, select "HubSpot App for Google Meet," then click "Log in" to log into your HubSpot account.
- In the Participants tab, you can view or associate a meeting participant's contact record from HubSpot, and create a new contact record if a record doesn't exist in HubSpot.
- In the Associations tab, you can view and map HubSpot records to this meeting (e.g., contact, company, deal, tickets records, etc.), to easily see all the relevant information for this meeting.
- In the Notes tab, you can take notes and make comments during the meeting. The note will be saved to the relevant associated records in HubSpot.
- In the Playbooks tab, you can access HubSpot's playbooks library to guide your conversation during the call. Plus, you can add information to the playbook to be automatically synced into HubSpot.
After the meeting has ended, a record with all the details will be created on the
"call index page" in your HubSpot account, where you can review the meeting, its associated records, and the notes that were taken during the meeting.
For more information please refer to our Knowledge Base article.
Apply Activity Logging Defaults to External Emails
Admin-configured email logging rules now apply consistently across all email channels. Previously, these rules only applied to emails sent from contact record pages, but now they extend to emails sent through the HubSpot Sales Chrome extension, sales extension for Outlook, BCC and forwarding addresses, connected inboxes, and sequences.
This update applies the email logging rules to emails that are logged to a record from HubSpot Sales Chrome extension or Sales Extension, logged by using the BCC/forwarding emails, sent to a connected inbox, and sent automatically by sequences.
How Does It Work?
Once an admin configures default email logging rules from a contact record, these rules will automatically apply to:
- Emails sent while viewing a contact record page
- Emails sent using the HubSpot sales Chrome extension for Gmail
- Emails sent using the sales extension for Outlook
- Emails logged through BCC or forwarding addresses
- Emails sent to connected inboxes
- Automated emails sent through sequences
Let HubSpot Work Smarter, So You Don't Have To
From AI-powered social content to in-meeting productivity boosts and cleaner CRM data, this week’s updates make it easier than ever to streamline your workflows and stay ahead. But tools are only as good as the strategy behind them.
Need help putting these new features to work?
As a HubSpot Diamond Partner, Orange Marketing helps B2B teams actually use the platform—not just pay for it. Whether you need automation tuned up, data cleaned, or campaigns that connect, we got you.
