Sidekick's What Just Shipped
By Sidekick Strategies
Categories: Business, Marketing, News, Business News
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 HubSpot sources. If something isn't confirmed, the hosts say so out loud. Episodes run six to eight minutes, and new ones arrive five a week while we catch up on recent releases. Presented by Sidekick Strategies, a HubSpot solutions partner. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator voice and the music are AI-generated. The mid-episode message from Sidekick Strategies founder George B. Thomas uses an AI clone of his own voice, made with his consent. Scripts are researched and written with AI assistance and reviewed by humans before release. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.
111 episodes indexed on podsearch.
Recent episodes
- HubSpot Payments: Stripe Services Agreement and Privacy Policy update | Shipped Nov 2026
Stripe, the processor behind HubSpot Payments, is updating its Services Agreement (effective January 6, 2027) and Privacy Policy (effective November 20, 2026). HubSpot's in-app Product Updates list the announcement as live. Our research says keeping a HubSpot Payments account open past January 6…
- HubSpot Breeze custom reports: ask in plain language, save to any dashboard | Shipped Nov 2026
HubSpot's report builder still has walls. Our research says Breeze can now build a custom report from plain language, save it to a chosen dashboard and the reports library, and keep it living with auto-refresh and drill-down into records. Data stays inside the portal. HubSpot's in-app Product…
- 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 conversational editing before posts are saved as drafts. We cover where to start it, how a series outline becomes drafts, where images and topic…
- 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 Enterprise. We cover how the duplicate model picks pairs and its default similarity cutoff, the filters you can use to isolate false matches, the…
- 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 fires. We cover how it differs from the existing Run on a schedule trigger, which subscriptions and permissions it needs, how to set it…
- 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 writable (contacts, companies, deals, tickets, line items, products, and calls, meetings, notes, tasks, and emails) and which stay read only…
- 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 walk through where the tab lives, what it shows (seat, permission sets, and a permissions table), how the All, CRM Access, Tool Access, and…
- 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, power the bars. We cover what HubSpot's Gantt view product manager confirmed in the HubSpot Community, what HubSpot's help documents today…
- 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 documents today: the date rule options, the account timezone that decides what counts as today, who can edit rules and where the Rules tab…
- 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 and service teams, the template flow, unique goal names and saving alerts, revenue goals in the forecasting tool, the three contributor…
- 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: the Data Privacy field and its notice and consent options (implicit processing consent, separate consents, and legitimate interest), what…
- 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, the Percentage-only rule for All recurring payments, usage limits and expiration, the per-link Discount codes switch, the links that cannot…
- 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, the Agent Hub trigger option, where events come from, and the big limit: marketing event-based workflows cannot act on contacts such as…
- 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 yet, so we cover what HubSpot does document today: saved prompts, imported memories, the built-in skill for Solutions Partner Program…
- 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 cannot change, the subscription gates that still apply, what a settings clone copies, stage probabilities and the Won and Lost rule…
- 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 subscription preview. We cover where to find it, the conditions that decide whether it appears, what the buyer sees, how failed payments and…
- 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 and emails it covers, how to set it up and update statuses in bulk or with a workflow, the preferences page checkbox, and how open and click…
- 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 get the assistant and agent sides, how to connect an app and see what it can do, and why a Xero connector is not the same as the Xero data…
- 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; this isn't in HubSpot help yet, so treat it as unconfirmed.Breeze Assistant can build a presentation from a prompt, and HubSpot's help…
- 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 through where the setting lives, what the three options mean, and how to set read and write tools in bulk. First thing to try: open Settings…
- 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 be on in Zoom, where the global and per-user sync settings live, and what won't sync at all. First thing to try: open Settings…
- 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 new contacts and return-to-office dates. First thing to try: read the mapping note, then turn on one setting at a time under Data…
- 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 switch on, and which pages can't use it yet. First thing to try: check your tier against HubSpot's list, then have a Super Admin opt in to the…
- 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 your phone, tap the email icon, then the AI icon, and fill in the Content assistant fields before you tap Generate.Who it's for: field…
- 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 created. First thing to try: open a paid form, go to On submit, and select the Connect form submission and payment to one contact checkbox.Who…
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