From Breeze drafting documents and emails to an agentic automation builder that hints at where HubSpot is heading, roughly half of this month’s top updates are AI-related.
Still, a few of May’s most welcome changes have nothing to do with Breeze and everything to do with things teams have been requesting for a while.
Below are the 14 May updates we think are most worth your time, organized into what managers will care about most (AI tools, reporting, and campaign visibility) and what admins will appreciate (automation, data governance, and system control).
Updates managers will love
- HubSpot Capital Financing for Commerce Hub Payments customers
- Breeze Assistant can now access campaign data
- Customizable Analyze tabs
- Create and iterate on documents in Breeze Assistant
- Dashboard PDF exports look like dashboards
- Create and refine email in Breeze Assistant
- Email quality checks
Updates HubSpot admins will love
- Agentic automation builder
- New help desk routing rule: Use assignment workflow
- Archive Property options
- Cross-object filtering
- Manage stage calculated properties by pipeline
- Multiple permission sets per user
- Cleanup automation for contacts
HubSpot updates managers shouldn’t miss
Get short-term financing through HubSpot
What’s new: Commerce Hub customers using HubSpot Payments or Stripe for payment processing can now apply for financing directly through HubSpot. Powered by Stripe Capital, the tool pre-approves you based on your payment processing history, funds in 1-2 business days, and repays automatically as a fixed percentage of future payments received.
How it helps you
This is a cash flow tool, not a traditional loan. If you’re already processing payments through HubSpot and need to cover a gap or fund an initiative, the money moves fast and repayment is built into your normal payment flow.
A few things to know:
- You must be using HubSpot Payments or Stripe to be eligible.
- Repayment is a flat fee deducted from each future payment you receive.
- Funding typically arrives in one to two business days after approval.
Status: Public Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All tiers
Ask Breeze about your campaigns
What’s new: Breeze Assistant now has access to your HubSpot campaign data, so you can ask it questions directly about how your campaigns are performing without pulling a report or digging through the campaigns tool.
How it helps you
This one has been a long time coming. Campaigns live in HubSpot, but until now, Breeze couldn’t see them. That gap is closed.
You can now open Breeze and ask things like:
- Are we on track to hit the goal for this campaign?
- Which asset is driving the most form submissions?
- What campaigns are set to launch in the next 14 days but still have assets in draft?
- Which of our active campaigns don’t have a goal set?
It’s especially useful mid-meeting, in a QBR, or right before a launch when you need a fast answer and don’t have time to build a report.
Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise
The SEO toolkit you know, plus the AI visibility data you need.
Add any dashboard to any Analyze tab
What’s new: The Analyze tab inside HubSpot tools is now customizable across a much wider range of tools. You can replace the default view (or add to it) with any custom dashboard(s) you want.
How it helps you
The default Analyze tabs give you a baseline, but they rarely show exactly what your team needs. This update lets you decide what goes there.
Here are some ways to use it:
- Drop in a cross-object report that connects landing page performance to contact creation or deal influence
- Build an executive-facing view with just the metrics leadership actually asks about
- Add attribution or journey reports that the default tab doesn’t include
- Create pre-filtered dashboards for specific teams or regions and surface them right where those teams work
One thing to note: the Analyze tab is customizable. The Performance tab (where it exists) is not.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Create polished documents directly in Breeze
What’s new: Breeze can now generate full documents and open them in a dedicated canvas alongside the chat window. From there, you can keep refining through conversation or edit directly in the canvas.
How it helps you
The canvas experience is what makes this useful. You’re not just getting a wall of text to copy somewhere else. You get a formatted, editable document you can iterate on with Breeze until it’s close to final.
The output is HTML, which means the formatting looks polished and you have quite a bit of design flexibility, but you’ll need to work with somewhere that renders HTML if you’ll need to make changes after downloading from Breeze. The ability to download as a PDF isn’t here yet, but the content quality and back-and-forth editing make this worth using now.
Some good starting points:
- Proposals and SOWs built from deal context, quotes, and conversation history.
- Prospect-specific sales collateral tailored to what came out of a discovery call.
- Executive summaries that pull in actual HubSpot performance data.
- Campaign briefs to kick off planning before assets get built.
- Ticket resolution reports for key customers after a major issue.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Dashboard PDFs finally look like dashboards
What’s new: PDF exports of HubSpot dashboards now retain the layout, titles, dates, and filter context of the actual dashboard, including when those PDFs are delivered via scheduled email reports.
How it helps you
If you’ve ever exported a HubSpot dashboard as a PDF, you know how bad they’ve been. That’s over.
The PDF now mirrors the dashboard layout. However you’ve arranged your reports is how it shows up in the export. No changes are needed to how you’ve already set up your scheduled dashboard export emails, so once you’ve enrolled in the beta, your next export should look far better.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Draft and refine one-to-one emails in Breeze
What’s new: Breeze can now draft one-to-one emails and open them in a canvas panel alongside the chat. You can keep refining through conversation, edit directly in the canvas, and then either copy the draft or send it straight from Breeze.
How it helps you: The workflow here is cleaner than it sounds. You ask Breeze to draft an email, and instead of getting text to copy into the email editor, a formatted draft opens right next to the chat. You can tell Breeze to adjust the tone, change a specific paragraph, or just click in and type. When it’s ready, you send it without leaving the canvas.
It automatically pulls context from the deal, the contact, and your HubSpot data, so drafts start from a better place than a blank prompt. For reps managing a lot of follow-up volume, this removes a meaningful amount of friction from the day.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Catch email problems before you hit send
What’s new: HubSpot has added an AI-powered Email Quality Check tool to the Marketing Hub email settings. Before sending a marketing email, you can scan it for common issues and flag anything that could hurt deliverability or performance. You can also create up to five custom checks based on your own standards.
How it helps you
This is a pre-send QA layer that doesn’t rely on someone on your team remembering to check everything manually. Turn on the checks that matter, set their severity levels (warning vs. block), and anyone sending an email gets a consistent quality review before it goes out.
The custom checks are where this gets interesting. Because it’s AI, you write a plain-language description of your standard rather than code. “Subject lines should always lead with a benefit, not a feature” is something this tool can actually evaluate.
Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
HubSpot updates admins shouldn’t miss
A new kind of automation: Agents and workflows combined
What’s new: HubSpot is introducing an Agentic Automation Builder that combines workflows with AI agents and data from third-party sources. It also ships with the ability to create fully custom Breeze agents. This is a very early private beta with limited availability.
How it helps you
This is probably the biggest update of the month in terms of what it signals about where HubSpot automation is heading.
Unlike standard workflows, you don’t have to select a record type; you can trigger automations from external systems like Google Sheets, run AI agents as steps, and, for the first time, build fully custom agents from scratch rather than just customizing the pre-built ones HubSpot ships.
A few use cases to get the wheels turning:
- A rep adds a target prospect to a Google Sheet; HubSpot creates the company record, runs research, flags comparable deals, and sends a summary to the rep
- After a discovery call, an agent searches your content library and Slacks the rep with recommended follow-up materials
- A new form submission comes in; an agent reads the open-text fields and routes it to the right team without any fixed branching logic
- Each day, an SOP adherence agent scans records and flags anything out of compliance to the record owner
Expect to hear more about this as it comes out of private beta.
Status: Private Beta
Applicable HubSpot Hubs: Marketing, Sales, Service, Data Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Route help desk tickets through a workflow
What’s new: Help desk now supports a new ticket assignment option: Use Assignment Workflow. Instead of a static routing rule for a channel, you can point it to any ticket workflow that includes an assignment action, giving you full workflow logic to control how tickets get distributed.
How it helps you
Help desk routing has always had real limitations. The built-in options cover simple cases well, but anything more nuanced usually required workarounds.
With a workflow driving assignment, you can:
- Route VIP customers to a dedicated team and everyone else to the standard queue.
- Assign tickets by language or region before any human touches them.
- Set conditions for when the Customer Agent handles a ticket versus when it goes to a person.
- Run data enrichment or an AI analysis step first, then base the assignment on the results.
It’s a channel-level setting, so you can apply different routing logic to different inboxes or channels within the same help desk.
Status: Public Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional, Enterprise
Retire dropdown options without losing historical data
What’s new: HubSpot now lets you archive individual options on dropdown, multiple select, and radio select properties. Archived options can no longer be selected, but any records that already have that option set retain it.
How it helps you
This one has been requested for a long time. The old approach of prefixing options with “DO NOT USE” and dragging them to the bottom of the list is finally unnecessary.
Some of the most common things to clean up with this:
- Discontinued products or services in interest or product purchase properties.
- Legacy closed-lost reasons you still want for reporting but don’t want reps selecting.
- Old lead sources that no longer apply.
- Retired support ticket categories.
- Buyer personas from an older ICP model.
The key here is that historical data is preserved. Records that already have an archived option keep it. You’re just closing it off from new selection.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Filter index views by associated object properties
What’s new: You can now filter contact, company, deal, and ticket index views based on properties of their associated objects.
How it helps you
This capability has existed in segments for a while, but not in index views, which is often where teams are actually doing their work. Now you can build views that weren’t possible before without creating a segment first.
Worth noting: this is currently enterprise only, but given how broadly useful it is, I’m hoping to see it expand to Professional as it comes out of private beta.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise
Turn off stage calculated properties you don’t need
What’s new: Stage calculated properties are now manageable at the individual stage level. There’s also a new pipeline settings view that shows how many of these properties exist per pipeline. Going forward, new pipelines will have these properties turned off by default.
How it helps you
Stage calculated properties are genuinely useful when you need them. But HubSpot creates four of them per pipeline stage, and if you have a lot of pipelines, that adds up to serious property clutter fast.
The toggle gives you control. For any stage where you don’t need this data, turn it off. For any stage where you do, leave it on.
Any new pipelines you create going forward will have these properties toggled off by default. If you want them, you’ll need to enable them when you build the pipeline. Existing pipelines are not affected.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Track, optimize, and win in Google and AI search from one platform.
Assign more than one permission set to a user
What’s new: HubSpot now supports applying multiple permission sets to a single user. Previously, each user could only have one.
How it helps you
This sounds like a small change, but it significantly reduces the overhead of managing permissions at scale. The old model forced you to either build a unique permission set for every possible role combination, or deal with one that was always a little off for someone.
A few situations where this matters:
- Someone covering two functional roles can have both permission sets applied without building a hybrid third one.
- A team member covering for someone on leave has a temporary permission set added and removed when they’re back, with no edits to their base permissions required.
- Managers who need cross-portal access receive a separate “manager” permission set stacked on top of their existing role-specific permissions.
It keeps your permission sets modular and easier to maintain as your team evolves.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise
Automatically remove outdated records on a schedule
What’s new: HubSpot’s Account Cleanup tool now supports automated deletion of contact records based on criteria you define, running on a monthly schedule. The same capability is live for deals, leads, and projects, with tickets currently in public beta.
How it helps you
If your portal accumulates stale records over time, manual cleanup is a maintenance task that rarely gets prioritized. This automates it.
You define the criteria: contacts that haven’t been modified in three years and are still in subscriber lifecycle stage, for example. HubSpot previews what matches before you activate it, then runs the cleanup monthly. If something gets deleted that shouldn’t have been, there’s an undo option.
This doesn’t replace a thoughtful data governance strategy, but it does take a recurring manual task off the plate.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise
Final takeaways: May 2026 HubSpot updates
May’s updates are the clearest signal yet of where HubSpot is investing: AI that acts, not just assists. Breeze can now draft and refine emails and documents, answer real questions about your campaigns, and start operating inside your business processes in ways the workflow tool never could.
But the updates that’ll get used most immediately are probably the simpler ones: dashboard PDFs that finally look right, archived property options, and help desk routing logic that doesn’t require workarounds.
If you’re deciding where to focus first:
Managers: Breeze’s new document and email canvas is ready to use today — worth testing with your next proposal or follow-up sequence. Campaign data access is a fast win for anyone who regularly reviews campaign performance. And if you’re sending dashboard PDFs to leadership, enroll in the export beta now.
Admins: The agentic automation builder is worth requesting beta access to even if you’re not ready to build with it yet. The earlier you get familiar, the better positioned you’ll be when it goes wide. In the meantime, archive your deprecated property options, enable cleanup automation to keep contact data tidy, and review which pipelines are generating stage calculated properties you don’t actually use.
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