Top HubSpot Updates - Monday Recap - Feb. 24, 2025

HubSpot is rolling out powerful new features to improve efficiency. This week’s updates include enhanced filtering for anniversaries, expanded conditional stage properties, a dedicated Sales Performance Workspace, and more integrations to simplify your processes. Read on for the latest changes and see how they can help you optimize your HubSpot experience.

Here are the Top HubSpot Updates for the past week ending February 21, 2025:

• Anniversary Filters,
• Conditional Stage Properties for Additional Object Types,
• Sales Performance Workspace,
• Use HubSpot Forms to Register for Microsoft Teams Webinars,
• Extending Association Actions to Additional Objects,
• Import Multiple URLs at Once to Train the Customer Agent,
• AI-generated Video Subtitles and Subtitle Translations.

Anniversary Filters

Customers can now create filters for recurring events, such as birthdays and anniversaries, using date properties that do not require a specific year. Previously, filtering by anniversary dates was complex. Customers often had to create a calculated property for the necessary date, serving as a workaround to identify anniversaries or birthdays.

How Does It Work?

Previously, generating a list to email contacts about subscription renewals after one year of using your product or service was not feasible.

Now, with anniversary filters, you can effortlessly create these lists by selecting your date property, choosing the appropriate operator, and selecting either "exact anniversary date" or "relative date anniversary" based on the chosen operator.

Note: The available operators that support anniversaries are "is between," "is not between," and "is less than X days ago/from now."

When you select the "is between" operator and apply the "exact anniversary date" filter, here's what you can expect your resulting list to include:

For example, if the anniversary date of joining falls between January 1st and March 31st, the resulting list will consist of all contacts whose joining date is within this range for any year up to and including the current year. Both January 1st and March 31st are included in the results.

Conditional Stage Properties for Additional Object Types

There is now added support for conditional stage properties to the appointment, course, listing and service pipelines.

Conditional Stage Properties are a powerful way to ensure users are filling out the right information in the right stage within a record's journey. We've historically had this functionality for Deals, Tickets, Leads and Custom Objects and will be extending it to the recently added HubSpot objects (appointments, courses, listings and services).

How Does It Work?

Watch this quick video to see this in action.

To set up different properties for a specific stage for an object, go to Settings, then Data Management. Choose the object you want to work with. Click the Pipelines tab, and then edit the properties for the stage you want to change. On the new screen, choose which properties sales reps need to fill out (you can make them required). Click "apply logic" and then save your changes.

Note: marking a property as required is only available to customers with at least one paid subscription.

Sales Performance Workspace

A centralized workspace designed for Sales Managers to monitor team performance, track goals, and identify coaching opportunities through two main components: a Summary tab for AI-enhanced insights and a My Team tab for individual rep performance metrics.

Why Does it Matter?

Sales Managers need quick access to team performance data to ensure quarterly goals are met. This workspace:

• Eliminates hours of manual data analysis with automated, real-time insights
• Identifies potential risks before they impact goal attainment
• Provides context-rich data for productive coaching conversations
• Streamlines access to underlying reports and analysis tools
• Enables quick performance monitoring across all team members

How Does It Work?

Accessing the sales performance workspace:

1. Click the sidebar menu
2. Select Workspaces
3. Choose Sales Performance

Using the Workspace:

• Coaching opportunities
• Risks
• Wins
• Trends

• Distinguish between prospecting or selling performance
• Set and track team revenue goals

Setup steps:

To access the sales performance workspace, users need to have been assigned Sales Pro or Enterprise Seat, have access to sales tools, and require direct reports in management hierarchy settings.

1. To assign a Sales Professional/Enterprise Seat:

• Navigate to Settings > Users & Teams > [select user] > Access > Seat
• Select Sales Professional or Sales Enterprise
  

2. To give the user access to the Sales Performance Workspace:

• Navigate to Settings > Users & Teams > [select user] > Access > Permissions > Sales
• Turn the Sales Performance Workspace toggle to On

3. To configure direct reports:

• Navigate to Settings > Users & Teams > [select user]
• Select Setup tab > Management hierarchy
• Select [direct reports]

Use HubSpot Forms to Register For Microsoft Teams Webinars

HubSpot's Microsoft Teams integration now allows you to use HubSpot forms for Microsoft Teams webinar registration. This means you can use HubSpot landing pages to tailor the registration experience for the webinars you run using Microsoft Teams, leading to a more streamlined customer experience.

Previously, you had to use Microsoft Teams registration forms for webinars or register already-existing contacts for webinars through HubSpot workflows, which could lead to a less consistent customer experience. Now, you can use HubSpot forms to register people to Microsoft Teams webinars right from HubSpot web and landing pages.

How Does It Work?

When creating a HubSpot form, you'll see a Webinar form section with dropdowns for integration and webinar name. Select Microsoft Teams and the specific webinar you want to use the form for. The form must collect first name, last name, and email address to successfully register people.

Once the form is completed, you will see a registration event on the contact's activity timeline and will also see registration data in the webinar details in Microsoft Teams.

Extending Association Actions to Additional Objects

Workflow actions that manage associations and association labels now work with the following objects:

• Appointments
• Courses
• Listings
• Services
  
  

How Does It Work?

When adding an action in the workflow editor, select one of the following actions from the 'CRM' dropdown.

• Apply labels to already associated records
• Update existing association labels
• Remove existing association labels
• Create new associations based on enrolled record and/or associate record's property values

The appointments, courses, listing, and services objects will appear when/where applicable based on the workflow type, action type, and the object/association settings in your portal.

Learn more on the Knowledge Base.

Import Multiple Public URLs at Once to Train the Customer Agent

Customers can now import multiple public urls at once to train the customer agent, versus importing one at a time. This feature will save customers hours of manual work.

How Does it Work?

Follow these steps:

1. Click on "Breeze" in the main navigation and then on "Customer Agent".
2. Click on the "Content" tab.
3. Click on the "Add Content" button on the right and then on "HubSpot content & links".
4. Enter the URL in the "Import public URLs" field.
5. Check the "Import related URLs" checkbox.
6. The main URL and all its sub URLs will automatically get crawled and synced.
7. To see the synced URLs, close the side panel, and click on the "Imported URL" section.