March 02, 2026 HubSpot Updates - Custom Events Now Available to Pro Customers

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they return after a brief break to cover ten HubSpot updates spanning workflow automation, AI-powered prospecting, tier expansions, and CRM integrations.

In this episode, you'll discover:

- **Email Workflows**: Learn how the now-public beta lets you trigger automation based on one-to-one emails in your CRM, and why it does not include sending emails from workflows.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=237982

- **Track Your Scheduled Sequence Sends and Inbox Limits**: See how the new chart helps sales reps monitor daily email usage and upcoming sequence sends to protect deliverability.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=290893

- **Add Line Items to Deals via Workflow Actions**: Discover how you can now automatically attach products and quantities to deals when a workflow triggers, eliminating manual deal setup.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=281984

- **Prospecting Agent Gets Smarter: Buying Signals and Contact Sourcing**: Explore the prospecting agent's evolution into an end-to-end outbound tool that detects buying signals and sources contacts from ZoomInfo, Apollo, and Surf.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=285059

- **Email Property**: Find out how the new email property type with built-in validation helps keep your CRM data clean with format checks and domain restrictions.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=285030

- **Custom Events Are Now Available to Pro Customers**: Learn how this former Enterprise-only feature now lets Pro customers track behavioral data across product usage, purchasing, offline interactions, and more.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=290914

- **Revert to Prior Revision in Workflows**: See how revision history gives you a safety net to restore earlier workflow versions when changes don't go as planned.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=285055

- **Take Action with ChatGPT: Update CRM Records and Access More Objects and Engagements**: Discover expanded write access and engagement visibility in the HubSpot connector for ChatGPT, including new objects and activity logging.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=251916

- **Assign Conversation Owner Update: New "No Owner" Option**: Find out how you can now automatically clear conversation ownership in workflows, returning work to shared views.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=281979

- **Credit Memos QuickBooks Online Data Sync**: Explore bi-directional credit memo syncing between HubSpot and QuickBooks Online, keeping financial records consistent across platforms.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=285040

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!