Shows / Sidekick's What Just Shipped
Sidekick's What Just Shipped
Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends. Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official…
Episodes
- Sidekick's What Just Shipped
HubSpot Social Content Agent: LinkedIn and Facebook in bulk | Shipped Nov 2026
HubSpot's social content agent has moved into Breeze Assistant, adding Facebook posts, bulk series planned from starter content or a recommendation, and…
- Sidekick's What Just Shipped
HubSpot Bulk Duplicate Rejects: clear false matches at once | Shipped Nov 2026
HubSpot's duplicate management tool can now reject more than fifty suggested duplicate pairs at a time, in a public beta for Data Hub Professional and…
- Sidekick's What Just Shipped
HubSpot Run records on a schedule: beta Agent Hub trigger | Shipped Nov 2026
HubSpot's Agent Hub workflow builder is getting a beta trigger, Run records on a schedule, that enrolls the records matching your filter each time the schedule…
- Sidekick's What Just Shipped
HubSpot Agent for Copilot write access: update records, log calls | Shipped Nov 2026
HubSpot's agent for Microsoft 365 Copilot can now create and update CRM records and log activities, not just read them. We walk through which objects are…
- Sidekick's What Just Shipped
HubSpot User Access tab: audit permissions without the editor | Shipped Nov 2026
HubSpot now shows a user's access right on their user record, on an Access tab, so admins can audit or troubleshoot permissions without opening the editor. We…
- Sidekick's What Just Shipped
HubSpot Gantt view grows: custom objects and your own dates | Shipped Oct 2026
HubSpot's Gantt view now reaches many more object types, custom objects included, and Gantt settings let you choose which date properties, custom ones too…
- Sidekick's What Just Shipped
HubSpot date rules allow today: same-day entries stop failing | Shipped Oct 2026
HubSpot added an Allow today checkbox to two date validation rules, so Any future date and Past dates only can now accept today's date. We cover what HubSpot…
- Sidekick's What Just Shipped
HubSpot goal setup rebuilt: cleaner targets, fewer dead ends | Shipped Nov 2026
HubSpot rebuilt how goals get created and edited. We walk through what HubSpot documents today: who can create and be assigned goals, the measures for sales…
- Sidekick's What Just Shipped
HubSpot form consent split: legal basis and email, in beta | Shipped Oct 2026
HubSpot has a forms beta that manages legal basis for data processing and marketing communication consent separately. We cover what HubSpot documents today…
- Sidekick's What Just Shipped
HubSpot recurring discount codes: percentage only, per-link switch | Shipped Oct 2026
HubSpot discount codes on payment links can now apply to every recurring payment, not just the first. We cover who can create codes, the exact settings path…
- Sidekick's What Just Shipped
HubSpot marketing event workflows: beta, Pro and up, no contacts | Shipped Oct 2026
HubSpot workflows can now use marketing events as the object type, labeled beta. We cover who gets it, the permissions you need, how to build one from scratch…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant custom skills: what's documented | Shipped Oct 2026
Our research covered custom skills in Breeze Assistant: reusable markdown instructions you invoke with a slash command. HubSpot has not documented that feature…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant pipelines: stages by chat, plans apply | Shipped Oct 2026
Breeze Assistant can now create an object pipeline, clone an existing one, and add, update, or remove pipeline stages from a chat. We cover what it can and…
- Sidekick's What Just Shipped
HubSpot update payment method links: send one before it fails | Shipped Oct 2026
HubSpot lets you send a buyer a link to update the payment method on a subscription, by copying it from the Subscriptions index page or emailing it from the…
- Sidekick's What Just Shipped
HubSpot email tracking consent: no yes, no opens | Shipped Oct 2026
HubSpot can now require consent before it tracks email opens and clicks, with a consent status on each email address. We cover the four statuses, which plans…
- Sidekick's What Just Shipped
HubSpot Breeze connectors: Gong, Slack, Xero, and more | Shipped Oct 2026
Breeze Assistant connectors let you ask about Gong, Slack, Xero, and other apps from inside HubSpot. We walk through HubSpot's current app list, which plans…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant decks you can save as PowerPoint | Shipped Oct 2026
Update, Nov 2026: per our research, you can now save your own branded slide templates in Context Home in Agent Hub so Breeze Assistant uses them for new decks…
- Sidekick's What Just Shipped
HubSpot Breeze connector tool permissions: read vs write | Shipped Oct 2026
When you connect apps like Slack or Notion to Breeze Assistant, someone will ask what the AI can change. HubSpot now lets you set that tool by tool. We walk…
- Sidekick's What Just Shipped
HubSpot Zoom recording sync: closing the new-hire gap | Shipped Oct 2026
When a new rep's Zoom calls never reach HubSpot, the cause is usually a sync setting nobody turned on. We walk through HubSpot's Zoom help article: what has to…
- Sidekick's What Just Shipped
HubSpot's new landing page editor: a readiness check first | Shipped Oct 2026
HubSpot rebuilt its landing page editor, and before anyone moves campaign pages over, HubSpot's help article lists who gets it, what a Super Admin has to…
- Sidekick's What Just Shipped
HubSpot conversational enrichment: let email update the CRM | Shipped Sep 2026
HubSpot's conversational enrichment, in public beta, reads one-to-one sales emails and replies to marketing emails and updates contact data for you, including…
- Sidekick's What Just Shipped
Breeze email drafts on the HubSpot mobile app | Shipped Sep 2026
The HubSpot mobile app can draft a sales email for you with Breeze, right inside the email composer on a contact record. First thing to try: open a contact on…
- Sidekick's What Just Shipped
HubSpot checkout: lock the form email, one buyer, one contact | Shipped Sep 2026
When a HubSpot form redirects to a payment link, you can now lock the email the buyer entered on the form, so the payment stays with the contact the form…
- Sidekick's What Just Shipped
HubSpot Credits spend limits: set your ceiling first | Shipped Sep 2026
HubSpot now sets a monthly credit ceiling once you buy extra HubSpot Credits, and lets you cap single tools and, for buyer intent and customer agent, single…
- Sidekick's What Just Shipped
HubSpot Customer Agent setup: from first click to first channel | Shipped Sep 2026
HubSpot's customer agent setup takes you from a name and a personality to a channel-by-channel deployment recommendation, and it can draft knowledge from the…
- Sidekick's What Just Shipped
Build pages in HubSpot's new AI-powered editor | Shipped Sep 2026
HubSpot's new page editor lets you describe a page to Breeze Assistant, edit text right on the page, and size the mobile view side by side. First thing to try…
- Sidekick's What Just Shipped
HubSpot email sections get rounded corners and borders | Shipped Sep 2026
HubSpot's drag and drop email editor lets you add rounded corners, borders, and top and bottom spacing to individual sections. First thing to try: click your…
- Sidekick's What Just Shipped
HubSpot customer portal's support area is now Support Space | Shipped Aug 2026
HubSpot renamed the support area in customer portal to Support Space, as the portal expands beyond support tickets. First thing to try: search your help…
- Sidekick's What Just Shipped
HubSpot Notetaker: add it to a meeting that's already live | Shipped Oct 2026
HubSpot's Notetaker help article now documents a beta for adding Notetaker to a meeting that's already in progress, from Sales, Calendar, More tools. First…
- Sidekick's What Just Shipped
HubSpot Breeze: ask what your customers already told you | Shipped Sep 2026
HubSpot's fall Spotlight says you can ask Breeze Assistant about your full HubSpot conversation history across email, chat, and calls. First thing to try…
- Sidekick's What Just Shipped
HubSpot help desk topics: see what customers really contact you about | Shipped Sep 2026
HubSpot topics use AI to classify recurring themes across tickets and conversations, then report them in Help Desk and Customer Agent. First thing to try: have…
- Sidekick's What Just Shipped
HubSpot Customer Agent: batch test it before it goes live | Shipped Sep 2026
HubSpot's customer agent now has batch testing: build a set of questions, run them all at once, and review every answer before customers see it. First thing to…
- Sidekick's What Just Shipped
HubSpot on Android: one search bar for records and Breeze | Shipped Aug 2026
Update, Nov 2026: HubSpot's in-app product updates now list voice calling with Breeze Assistant on mobile as live and free on all hubs and tiers, for accounts…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant drafts your next blog post | Shipped Sep 2026
HubSpot's Blog page now has a Create with AI option: Breeze Assistant turns a topic, a brief, or a link to an older post into a complete draft. First thing to…
- Sidekick's What Just Shipped
HubSpot Breeze: ask for MRR, answered from your contracts | Shipped Sep 2026
HubSpot's revenue reporting help now lists a beta where Breeze Assistant answers TCV and MRR questions from your contracts. First thing to try: ask a Super…
- Sidekick's What Just Shipped
One color theme for your whole HubSpot dashboard | Shipped Sep 2026
Your dashboard has a purple chart, an orange chart, and a teal one. HubSpot's September updates added dashboard color themes: one palette, including your Brand…
- Sidekick's What Just Shipped
HubSpot Customer Agent handoffs your support team can trust | Shipped Sep 2026
Your customer explains everything to the chatbot, gets passed to a human, and has to start over. This episode walks through how HubSpot's Customer Agent hands…
- Sidekick's What Just Shipped
HubSpot service teams can record site visits on their phones | Shipped Aug 2026
Your support lead just spent an hour on site, and the only record is a sticky note. HubSpot's August updates brought Mobile Notetaker to Service Hub…
- Sidekick's What Just Shipped
Google Ads suggestions you can apply inside HubSpot | Shipped Aug 2026
Google keeps a running list of ways to improve your ad campaigns, and now HubSpot shows that list inside its Ads tool, with Apply now and Dismiss next to each…
- Sidekick's What Just Shipped
Design a landing page in Claude, send it to HubSpot | Shipped Aug 2026
You describe a landing page in a chat, Claude designs it, and one click later it's sitting in HubSpot as a draft. HubSpot says Claude pulls in your products…
- Sidekick's What Just Shipped
Your HubSpot phone app now tells you what to do next | Shipped Aug 2026
You open the HubSpot app between meetings, and instead of a dashboard, it hands you a to-do list. HubSpot calls it the Action Feed: meetings, tasks, and…
- Sidekick's What Just Shipped
HubSpot's mobile app gets a new look and full dark mode | Shipped Aug 2026
It's late, your phone is in dark mode, and the HubSpot app still flashes white at you. HubSpot says that's fixed: the mobile app got a full redesign, with dark…
- Sidekick's What Just Shipped
HubSpot Breeze on your phone now builds the document | Shipped Aug 2026
Your phone can now hand you a finished document, not just a chat answer. HubSpot says Breeze on mobile can build documents, email drafts, and HTML pages in a…
- Sidekick's What Just Shipped
Peppol e-invoicing in HubSpot, and what's confirmed | Shipped Aug 2026
If you bill other businesses in Germany or Belgium, PDF invoices are giving way to structured e-invoices. Our research says HubSpot now sends them over the…
- Sidekick's What Just Shipped
HubSpot passkeys reach the Outlook add-in, with one catch | Shipped Aug 2026
You're between meetings, Outlook asks you to sign in to HubSpot again, and the password is on a sticky note. HubSpot now supports passkeys in its Sales Outlook…
- Sidekick's What Just Shipped
HubSpot payment links: describe one, and Breeze builds it | Shipped Aug 2026
The buyer said yes on the call, and now you're clicking through an editor to build their payment link. Breeze Assistant can now draft a payment link from one…
- Sidekick's What Just Shipped
HubSpot Breeze Assistant's new look, and where things moved | Shipped Aug 2026
You opened Breeze Assistant once, saw an empty box, and closed it. The redesigned panel now offers suggested prompts, and your chats, artifacts, and memories…
- Sidekick's What Just Shipped
HubSpot Customer Agent: where should it go live first? | Shipped Aug 2026
Your customer agent might be live on the easiest channel, not the one where customers are actually waiting. HubSpot's customer agent now reads your…
- Sidekick's What Just Shipped
HubSpot inbox sidebar views: build one for each team | Shipped Aug 2026
A customer is waiting in chat, and your rep is scrolling the sidebar hunting for the one property that answers the question. In HubSpot's conversations inbox…
- Sidekick's What Just Shipped
HubSpot mobile: one tap to record field meetings on your phone | Shipped Aug 2026
The meeting ends, you walk to your car, and the notes you meant to type are already fading. The HubSpot mobile app now has a microphone on the Home screen: one…
- Sidekick's What Just Shipped
HubSpot Breeze writes your Gmail replies from CRM data | Shipped Aug 2026
A prospect replies asking about next steps, and the deal details you need are in HubSpot, one tab away. Breeze Assistant in the HubSpot Sales Chrome extension…
- Sidekick's What Just Shipped
HubSpot dates and numbers now format the CLDR way | Shipped Aug 2026
HubSpot moved how it formats dates, times, numbers, and currencies on CMS pages, landing pages, blog posts, and emails, from the older Java Runtime Environment…
- Sidekick's What Just Shipped
HubSpot marketing contacts cap: limit them before the bill jumps | Shipped Aug 2026
One import that runs wider than planned can push your marketing contacts past your tier, and the higher bill stays until renewal. HubSpot now lets Super Admins…
- Sidekick's What Just Shipped
HubSpot landing pages from a prompt: Breeze and content agent | Shipped Aug 2026
Landing pages used to mean hours of briefs, copy handoffs, and CMS wrangling. Now you can describe a campaign goal to Breeze Assistant, answer a few clarifying…
- Sidekick's What Just Shipped
HubSpot Breeze invoice fixes: void or credit memo, you approve | Shipped Aug 2026
When a customer is billed the wrong amount, the person fixing it has to pick between voiding the invoice and issuing a credit memo, and a void can't be undone…
- Sidekick's What Just Shipped
HubSpot mobile file uploads: photos straight onto CRM records | Shipped Jul 2026
Photos and signed forms from the field used to wait for a trip back to a laptop before they reached the CRM. Now reps and technicians can take a photo, pick…
- Sidekick's What Just Shipped
Google Calendar to HubSpot: log missed meetings by hand | Shipped Aug 2026
Some Google Calendar meetings never make it into HubSpot, especially first calls with prospects who aren't in your CRM yet. A beta in HubSpot's Sales extension…
- Sidekick's What Just Shipped
HubSpot scheduled prompts in Breeze: answers before you ask | Shipped Aug 2026
Breeze Assistant used to wait for you to ask. Now you can save a prompt, put it on a schedule, and find the answer waiting in your chats. We cover how to set…
- Sidekick's What Just Shipped
Reddit Ads in HubSpot: subreddit clicks become contacts | Shipped Aug 2026
Reddit ad spend used to live in Reddit's dashboard, with no clear line to contacts or deals in HubSpot. Now you can connect a Reddit Ads account in HubSpot…
- Sidekick's What Just Shipped
Microsoft Ads in HubSpot: search spend tied to contacts | Shipped Aug 2026
Microsoft Ads data used to live in Microsoft, while your contacts and deals lived in HubSpot. Now you can connect a Microsoft Advertising account to HubSpot's…