March 10, 2026 HubSpot Updates - Data Agent: Activities and Transcripts Data Source

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down sixteen HubSpot updates covering admin permissions, Data Studio syncs, AI-powered insights, Commerce Hub tools, and workflow automation.

In this episode, you'll discover:

- **Permission Sets and Seats Are Now Decoupled**: Learn how admins can now assign any user to any permission set regardless of seat type, with clear access-level indicators.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=284913

- **Multi-Object Syncs to the CRM from Data Studio**: See how Data Studio users can now sync multiple objects and create associations between them in a single operation.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=285005

- **Customize Confirmation Email in Meeting Scheduling Pages**: Explore how you can now customize the subject line, title, body, and image of meeting booking confirmation emails.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=277894

- **Prompt Sharing in Breeze Assistant**: Discover how teams can now share prompts across an entire portal, standardizing AI workflows through a shared prompt library.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=291889

- **Data Agent: Activities and Transcripts Data Source**: Find out how Data Agent can now analyze emails, notes, and call transcripts to answer questions about customer engagements.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=284950

- **New Actions and Limits Added to Forms Simple Workflows**: Learn how form simple workflows now support up to three actions for non-Marketing Hub portals, up from one.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=290913

- **Granular Citations and Deep-Linking**: See how Knowledge Vault citations now point to the specific page and section within documents where referenced content appears.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=291921

- **Automated Sales Tax Calculation for Quotes**: Discover how sales tax can now be calculated automatically on quotes in real time, no payment processor enrollment required.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=277906

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