March 12, 2026 HubSpot Updates - Export Marketing Emails to PDF and HTML

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eight HubSpot updates covering CRM mentions expansion, sales extension cleanup, ticket automation messaging, TikTok integration, email export, view permissions, and invoice workflow automation — plus a look at the new Contracts object.

In this episode, you'll discover:

- **Mentions Now Work Across All CRM Objects and Link to Records**: See how @mention notifications are expanding beyond standard objects to include appointments, contracts, courses, and more, with direct links to the record where the mention happened.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=298954

- **Meeting Notetaker with Smart Deal Progression**: Explore how HubSpot analyzes meeting transcripts to suggest CRM updates, draft follow-up emails, and surface next steps so reps can stay focused on selling.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=283939

- **Create Your Own Ticket Automation Messages**: Find out how you can now build custom ticket messages for different workflow branches, statuses, and languages — and send them to non-marketing contacts.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=284966

- **Hide Suggested Associations in the Sales Extension**: Learn how a new toggle lets you cut through the clutter in your Gmail or Outlook extension by hiding suggested associations and showing only records you've selected.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=298944

- **TikTok in HubSpot**: Discover how TikTok publishing, comment monitoring, and performance reporting are coming to HubSpot's social tools, now in public beta with a March 30 release date.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=274936

- **Export Marketing Emails to PDF and HTML**: See how you can now export email designs for stakeholder reviews, compliance archiving, or HTML handoff to external teams.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=285063

- **Individual User Permissions for Views**: Find out how you can share custom CRM views with specific users without opening access to their entire team or company.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=298949

- **Create One-Time Invoices from Quotes or Deals with Workflows**: Explore the new workflow action that automatically creates draft invoices from quotes or deals, including handling recurring line items as one-time entries.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=298938

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