This month’s updates focus on improving visibility across records, streamlining deal management, and expanding access to powerful tools like AI summaries, record cloning, and lead scoring. We’re also introducing new beta features that bring smarter note-taking and more customizable sales insights into your workflow.
| CRM Improvements | Automation & AI Enhancements |
| AI Generated Activity Summary | Meeting Notetaker |
| Basic Record Cloning | Currency Conversion Rates |
| Sequence Activities Sync to More Records | |
| Sales Chrome Extension | |
| Customize Pipeline Cards | |
| Activity Report from Pipeline Cards |
Starting July 18, the AI-generated activity summary that previously appeared directly within HubSpot records will be moving. Going forward, these summaries—now powered by Breeze AI—will be accessible by clicking Copilot in the main navigation.
These summaries provide a high-level overview of recent activity, including logged interactions, notes, and record ownership details. They’re designed to help you quickly understand what’s happened on a record without digging through the full timeline.
Keep in mind: while these summaries offer helpful context, they may not always capture the full detail needed for more complex workflows. For full visibility, users may still need to reference the full activity feed or record content.
This shift aligns with the broader sunset of legacy insights tools (such as HubSpot Insights), and is part of HubSpot’s continued investment in a smarter, AI-driven CRM experience.
Whether your team manages similar tickets, recurring deals, or repeatable service entries, cloning lets you start with a pre-filled version of an existing record, saving time and reducing errors. Just click “Clone” in the record's action menu, and HubSpot will launch the standard create screen with key fields and associations already filled in.
Cloning supports Contacts, Companies Deal, Tickets - even our custom objects (RFPs, Contracts, etc.)
Only fields included in your customized create form will be carried over, and while many associations will transfer in the background, not all properties are clone-able—such as synced, calculated, or permission-restricted fields.
This feature is perfect for teams handling high-volume, repeatable workflows in sales, support, onboarding, and operations—helping everyone move faster without sacrificing accuracy or consistency.
Currently, this only supports cloning one record at a time within the record itself, but as with all things HubSpot, expect this to evolve over time to become more robust.
Sequences just got smarter. Previously, sequence activity (like email sends) only appeared on the enrolled contact and associated company records. Now, those activities will sync automatically to associated deals and tickets, giving teams a fuller view of engagement across all related records.
This update improves visibility for sales and support teams working out of deals or tickets by providing direct context into outreach history—without needing to click into the contact record. It’s a small change with a big impact on collaboration and pipeline clarity.
If you're toggling between tabs, copying details from one system to another, or just wishing for quicker access to your CRM tools—this update is for you. The HubSpot Sales Chrome Extension brings CRM functionality and productivity tools directly into your browser, so you can stay connected to your deals, contacts, and tasks wherever you're working on the web.
Whether you're researching prospects, updating data, or reviewing customer interactions, the extension makes it easy to take action in real time—without switching platforms.
What you can do:
Track activity instantly – Log calls, notes, and emails directly from the browser.
Engage smarter with Breeze Copilot – Access AI-powered insights and prospect research without leaving your current tab.
Add or update CRM records – Create new contacts, companies, and deals on the fly while reviewing websites, tools, or platforms.
Stay productive across tabs – The CRM sidebar follows you across the web, making it easy to keep your context without jumping into HubSpot.
Sales, support, and operations teams often rely on multiple systems to do their job—but your CRM is still your single source of truth. With this extension, HubSpot meets you where you are, bringing helpful context and easy workflows into the browser environment you already use every day.
Install the HubSpot Sales Chrome Extension, pin it in your browser, and start working smarter. Once installed, you’ll see a HubSpot icon appear across supported websites where you can instantly interact with your CRM.
No more digging into records just to see the basics. HubSpot now lets you customize the properties that appear on pipeline cards (in board view) for deals, tickets, and custom objects—giving you quick access to the information that matters most at a glance.
This update empowers every user to tailor their own board views, improving efficiency and reducing clicks in your day-to-day workflow.
Here's how to update:
Navigate to your board view for deals, tickets, or a custom object.
In the upper right, click the Board Actions dropdown and select Edit card setup for yourself.
Choose up to four properties to display on the card, in addition to the record name. You can also customize quick actions (also up to 4) to preview and/or summarize the record, or with a click create an email, task or note!
Click Save, and your board will update immediately.
This small but powerful update helps you work faster by putting key details where you can see them—without needing to click into every record. It’s a simple way to gain better pipeline clarity, focus on the right priorities, and reduce CRM fatigue.
Need to log a quick note or call without clicking into a ticket? Now you can. HubSpot has introduced a time-saving enhancement: the ability to log activity directly from ticket cards in board view.
This means less clicking, faster updates, and better documentation—all without leaving your pipeline.
When you're working in a board view (such as the Tickets pipeline), simply hover over a card to see new inline options for activity logging. With just one click, you can log a call, leave a note, or record an email—right from the surface.
Until now, in-person meetings have been a gap in the digital customer record. HubSpot’s new In-Person AI Meeting Notetaker is designed to change that—bringing the power of real-time transcription and AI-generated summaries to your face-to-face conversations, all through the HubSpot mobile app.
The Notetaker captures live audio from in-person meetings, transcribes the conversation using Google Speech-to-Text, and uses HubSpot AI to generate a clear, shareable meeting summary. After processing, users can email the summary to participants or copy it into follow-up notes—saving time and improving post-meeting accuracy.
Importantly: recordings are not stored. Once the AI summary is generated, the audio is deleted automatically to help address privacy concerns.
Field reps often have spontaneous, high-impact conversations—but capturing those discussions can be tough. Unlike virtual meetings with auto-logged records, in-person interactions often leave reps juggling handwritten notes and mental checklists.
How it works:
Open the HubSpot mobile app
Select a scheduled in-person meeting or log a new one
Tap to begin voice capture (with consent)
AI transcribes and summarizes the meeting
Receive a push notification when the summary is ready
View it in-app or on desktop, and optionally email or copy it
This capability will soon also be available for Teams calls scheduled via HubSpot - the release is currently in a slow roll out Beta and we'll be added within the coming weeks.
As of now, HubSpot will automatically update currency conversion rates on the 2nd day of each month. When a deal is closed, the system locks in the exchange rate based on the deal's close date, ensuring that the converted value reflects the accurate rate at that moment in time.
This change removes the risk of retroactive data shifting and keeps your reporting aligned with actual performance.
Previously, managing currency conversion required manually adjusting exchange rates in your account settings. This could lead to outdated data, misaligned revenue forecasts, or inaccurate reporting across international teams.
With automatic updates:
Exchange rates stay current without manual input
Closed deals retain the correct historical rate, even after rates change
Multi-currency dashboards and reports become more reliable
Financial data reflects the true value of your global pipeline
This small but powerful change improves clarity, reduces administrative effort, and gives finance, sales ops, and leadership teams more confidence in the numbers they see.