March 17, 2026 HubSpot Updates - Agents in CRM Cards

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down nine HubSpot updates focused on putting the right tools in front of the right people, from embedding agents directly in CRM records to giving admins more control over what end users see and how they interact with it.

In this episode, you'll discover:

- **Customize Workflow Names for the Enroll in Workflow CRM Card**: Learn how you can now display user-friendly workflow names on CRM cards without changing your admin naming conventions.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=291896

- **Customize Your HubSpot Sales Toolbar in Gmail**: Find out how to show only the tools you need in your Gmail compose window, reducing clutter and improving focus.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=284887

- **CRM Tool Approval Feature**: Explore the new read and write controls for CRM tools in agent configuration, giving admins clearer governance over agent actions in workflows.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=300885

- **Screen Capture Button in the Chat Widget**: See how visitors can now take and attach screenshots directly in the chat widget with a single click.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=298923

- **Property History and Association History Improvements**: Discover how property history now opens in a side panel and association label changes are finally tracked over time.
Join beta: https://app.hubspot.com/l/product-updates/?rollout=291895

- **Agents in CRM Cards**: Learn how Breeze Agent CRM cards let you run agents and view outputs directly from CRM records, with a live demo showing how to set them up in minutes.
Learn more: https://app.hubspot.com/l/product-updates/?rollout=298915

- **Caller ID for HubSpot Numbers (U.S.)**: Find out how to self-register your business name as caller ID on HubSpot phone numbers to improve trust and answer rates.
Request beta: https://app.hubspot.com/l/product-updates/?rollout=281906

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