Staying on top of HubSpot’s latest updates ensures you’re maximizing its powerful tools and making the most of new efficiencies. This week, three key enhancements stand out, each designed to streamline workflows, improve usability, and help teams work smarter.
Here’s a breakdown of these key HubSpot updates for the week ending April 4, 2025.
The customer success workspace is evolving. It still provides a dedicated home base for customer success managers inside of HubSpot, but has a new look and some additional functionality making it more customer success specific. The CS workspace helps CSMs stay on top of important changes for customers, actively monitor the health of their book of business in addition to tracking renewals and onboarding.
Customer success managers don't have dedicated tooling or home inside of HubSpot. Instead, they spend a lot of time bouncing around, hunting for the information that they need to do their jobs. The customer success workspace will provide a dedicated home base and starting point for CSMs in HubSpot. The workspace will keep CSMs organized and focused, allowing them to address the needs of more of their customers.
Customers can find the new workspace under Workspaces --> Customer Success. The workspace is customized to the user who is viewing the workspace and is available to users with a service hub pro or enterprise seat.
The workspace now includes:
We've also introduced additional pipeline settings that managers can use to keep their team focused on the pipelines and formats that their team uses, removing any additional clutter.
Scanning business cards just got easier with the HubSpot mobile app!
Update the app to get an upgrade to the business card scanner experience that makes it faster and more intuitive to create contacts from a scan. We’ve added:
We want to make sure you can feel confident capturing the right information quickly when you use the business card scanner.
Customers wanted a more intuitive experience that was quick and easy to use. Based on your feedback we’ve improved the process of capturing your contacts from business cards and QR codes.
To scan from your device’s gallery, simply click the photo icon instead of taking a photo and follow the same steps.
You can now start building your workflow by browsing all of the available triggers, instead of being forced to choose an object first, which immediately limited the triggers you could choose from.
In the past, when creating a workflow, the first step was to choose an object type.
For newer customers who haven't yet learned HubSpot terminology, the choice is overwhelming and confusing.
For all users, this meant you had to commit to one object, before even knowing if the trigger you need exists within that option. If the trigger you needed wasn't available there, you'd either assume it's not a feature workflows offers (though it really might be, but somewhere else) or go through the trouble of abandoning that workflow, and starting a new one all over again.
With this change, after clicking "Create workflow" from the workflows homepage, you'll go directly into the workflow builder, where you can browse all of the possible workflow triggers and start building based on that choice. When a trigger is selected, the object type will be set for the workflow automatically where possible (for example, if a form submission trigger is set, the workflow type will be a contact workflow) or you'll be prompted to choose an object if the selected trigger could apply to multiple different objects (for example, property change triggers).
This update makes it easier for to you to find the best fit trigger for the task at hand, while making the workflow building process quicker, with fewer clicks and decisions required in order to get started.
In your HubSpot account, navigate to Automations > Workflows.
For more detail see this knowledge base article:
This feature can be opted into or opted out of via the product updates page at any time. Individual users can opt in, or admins can opt in their entire portal.
As HubSpot continues to roll out weekly updates, keeping your portal optimized is essential. Orange Marketing’s HubSpot Portal Audit provides a thorough assessment and actionable recommendations to help you maximize your investment. Our certified experts will guide you through: