March 16, 2026 HubSpot Updates - Prospecting Agent 30-Day Auto-Complete

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down nine HubSpot updates covering workflow automation, prospecting agent behavior changes, Sales Workspace restructuring, and Commerce Hub improvements. George B. Thomas is on vacation this week, but the updates didn't take a day off.

In this episode, you'll discover:

- **Manually Retry Failed Card Payments**: Learn how you can now take immediate action on failed subscription payments in Commerce Hub instead of waiting for automated retries.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=281927

- **Prospecting Agent: 30-Day Automatic Enrollment Completion**: Find out why every adaptive enrollment will automatically complete after 30 days starting April 14, and how to prepare your active enrollments.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=298947

- **Sales Workspace: Smart CRM Integration Starting April 27**: See how the Sales Workspace is merging with the Smart CRM to create one unified interface, replacing custom-built tabs with native CRM index pages.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=274890

- **Exclude Imported URLs from Customer Agent Knowledge Re-syncs**: Discover how to exclude specific sub-URLs from being recrawled so your customer agent only uses the knowledge sources you want.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=302895

- **Notifications That Take You to the Right Record**: Explore the upcoming improvement to at-mention notifications that will link directly to the exact CRM record where the mention happened.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=298954

- **Data Agent: Activities and Transcripts Data Source**: Learn how Data Agent now analyzes emails, notes, and call transcripts, with updated instructions on selecting engagement types in the data source dropdown.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=284950

- **Edit Non-Balance-Changing Properties on One-Time Invoices After Payment**: Find out how you can now fix PO numbers, notes, and recipient emails on paid invoices without recreating them.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=298936

- **New Formula Options in Custom Report Builder**: See the two new guided methods for creating formulas, including conditional logic and summary measure, in the custom report builder.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=298918

- **Meetings in Workflows**: Discover how meeting properties and automations are now available in workflows, filling a long-requested gap in post-meeting automation.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=238066

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