HubSpot product updates July 2026

HubSpot shipped plenty of updates again this month. Some are nice quality-of-life improvements. Others might actually change how you build your sales, marketing and CRM processes.

Here are our favourites:

1. Lead scoring – Discover AI Rules
2. Run Agent action in workflows
3. Quote rules
4. Data Model Health Check
5. Duplicate similarity score

1. Lead scoring, now with fewer educated guesses

Lead scoring has traditionally involved a slightly uncomfortable amount of educated guesswork. A pricing page visit? Give it 10 points. Downloaded an ebook? Maybe 5. Opened three emails? Congratulations, apparently you are hot now.

HubSpot’s new Discover AI Rules feature takes a more evidence-based approach. You select a goal, such as becoming an opportunity or customer, and HubSpot analyses the previous 90 days of activity to identify events associated with reaching that goal.

It then shows things such as:

• which activity was involved
• its conversion rate
• HubSpot’s confidence in the recommendation
• a suggested number of scoring points

You still decide what belongs in the score. HubSpot just gives you better-informed proposals to work from.

There is also an important companion update: Improved Lead Score History. In the past it was not as easy to see the trends. Now it is impossible to miss when and why a lead became hot enough to contact.

The best use cases

Rebuilding an old lead score

It is worth revisiting lead scores from time to time, just to make sure they are up to date. Now it is even easier to create a new, updated version with the support of Discover AI Rules. No excuses for procrastinating on this task any more.

Creating the first lead score

Never had one before? No shame in that. A functioning lead score can take time to create. Now it is easier to start the work. If you still feel uncertain what to do, just contact us and we will help you get started.

Licence: Marketing Hub Professional+. Improved Lead Score History: Marketing Hub or Sales Hub Professional+.

2. AI agents can now work inside workflows

HubSpot workflows can now use a Run Agent action. In other words, instead of AI being something a user manually opens and chats with, an AI agent can become an actual step inside an automated business process.

A workflow can:

1. trigger the agent
2. pass CRM data into it
3. receive the agent’s output
4. use that output later in the workflow

A great use case: customer onboarding

A deal moves to Closed Won. The onboarding workflow starts as usual, but now it can run an onboarding agent that reviews relevant CRM information and produces a structured summary for the delivery team.

For example, it could pull together what the customer bought, important requirements stored in CRM, notes from the sales process, and relevant context for onboarding.

The workflow can then continue by creating records and tasks for the onboarding team. No need for the sales rep to remember to pass the information on, or to click “summarise with AI”.

Licence: Professional+ across HubSpot products.

3. Quote rules: stop bad quotes before they reach the customer

HubSpot’s newer quoting tools can now apply quote rules while reps are building a quote.

Admins can define rules around:

• incompatible products
• products that need to appear together
• pricing
• quantities

When a rep breaks one of those rules, HubSpot can either show a warning or prevent the quote from being published altogether.

A practical reminder

We can finally inform Anton that he will be paying for the beers next time if he is about to sell a project with both Sales Hub Pro and Sales Hub Enterprise licences. No bueno.

Licence: Revenue Hub Enterprise.

4. HubSpot is diagnosing your CRM clutter

Data Model Health Check is likely the easiest of these to use. Not that sexy, but then again, when would anybody seduce another person by telling jokes about CRM? We CRM admins really value this one.

HubSpot now scans areas including:

• properties
• objects
• associations
• pipelines
• lifecycle stages

It then surfaces potential problems and recommended actions. For example, you might discover properties with a high fill rate but very little actual usage.

That does not automatically mean the property should be deleted. An integration might depend on it. An old report might still use it. Someone may have built an extremely important workflow in 2022 and named it “Workflow final NEW 3”.

This matters even more as companies increase their use of automation and AI. If the underlying CRM model is inconsistent, automation simply lets you make mistakes faster. A periodic CRM health check is becoming considerably easier to justify.

Licence: available on all plans. Requires Super Admin or Partner Admin access.

5. Duplicate management gets a useful reality check

HubSpot has also added a similarity score to duplicate management. Instead of treating every potential duplicate as equally suspicious, HubSpot now shows how similar two records appear based on the properties used by its duplicate-detection model.

Maybe there are simply two people called John Smith on Earth. Statistically, this has been known to happen.

Licence: Professional+.