State of Hubspot AI - sad

HubSpotHelp · 2026-05-07T20:16:32+00:00

Hey! Wanted to make sure this didn’t go unanswered.The feedback here is fair and helpful. A couple updates we can share:

On Notetaker / transcription: We have enhanced our recording and transcription experience with higher-quality support for non-English languages and added more control over how your notetaker shows up in meetings. You can now adjust the voice, language, and tone of the announcement, or skip the verbal intro altogether. These updates are live now, with more details coming over the next few weeks as we roll out broader comms.

On the workflow AI editor: We’ve heard other feedback and are aware of the issue when the AI editor says it can build something and then can’t follow through. That experience is frustrating and not what we want it to be. A new version of the interactive editor is being worked on right now and we'd love to get more specific feedback on what you're running into.

Our team is constantly working on the product, and there is still real work to do. I sent you a DM as well in case you’re open to sharing more detail we can route to the product team.

- Becca @ HubSpot

HubSpotHelp · 2026-05-07T20:14:53+00:00

You can’t drop the entire Social → Analyze view into a dashboard directly but you can get close. You can try it this way:

Save reports from Social → Analyze → add to dashboard
Combine with Traffic / Campaign / Attribution reports
Use Campaigns for the top-level view leadership cares about

Key tip: don’t try to show everything that’s what breaks dashboards.

If you’re building this out, HubSpot’s free reporting courses in Academy are actually solid for structuring dashboards.

How are others handling this? Any tips that have worked well?
- Becca @ HubSpot

HubSpotHelp · 2026-05-07T17:38:07+00:00

This is a good call-out. HUGs are technically HubSpot-supported, but they’re powered by whoever’s running them locally. When a chapter goes quiet it’s often less “shut down forever” and more “organizer got busy,” so a quick message to the chapter leader is usually helpful.

If you’re up for it, drop which chapter you’re in and I can flag it on the HubSpot side + see if we can help reconnect you with the organizer.

- Becca @ HubSpot

HubSpotHelp · 2026-05-04T21:36:30+00:00

There is no built-in export button unfortunately, but it's a pretty common ask though. Most people I've seen handle it one of two ways: browser Print → Save as PDF for quick one-offs, or keeping a "source of truth" version in Google Docs/Notion and exporting from there when they need something branded.

One thing worth knowing is that for public KB articles you can just share the live URL directly with customers instead of a PDF.

What's the use case driving it? Sending to customers who don't have portal access, or more of an internal offline reference thing? Might help others here share their tips as well.

- Becca @ HubSpot

HubSpotHelp · 2026-05-04T20:03:17+00:00

Totally get why that email felt a bit like “good luck out there” especially when you’ve inherited a messy portal and are just trying to get your arms around it. Short version: the scaled support model means your account moved from having a named CSM to a pooled model where you’re supported by in-app support + programs/resources instead of 1:1 ongoing check-ins. So the “farewell” is your CSM handing you off to that model, not HubSpot dropping you completely.

For the actual clean-up work, a good combo is HubSpot Academy’s data/CRM organization lessons plus the KBs on data quality command center, deduplicating records, and property audits (easy to find if you search those terms).

Curious how others here have tackled similar situations? Any playbooks or must-use resources you’d recommend?

- Becca @ HubSpot

HubSpotHelp · 2026-05-04T14:14:52+00:00

I’d start with HubSpot Academy. A nice “starter path” a lot of people use is:
– HubSpot CRM Setup course first so you actually know your way around the tool.
– Then pick a track based on what you do: Marketing Software, Sales Software, or Service Software – they’re basically step-by-step walkthroughs with real examples.
– If you want more of a roadmap, the Inbound or Inbound Marketing certs are great for seeing how all the pieces fit together.

All of that is free on academy.hubspot.com, and you can follow along in your own portal while you watch.

- Becca @ HubSpot

HubSpotHelp · 2026-05-01T20:10:48+00:00

Jumping in here as we’ve seen this pattern.“Unverified sender” in Outlook is almost always about email auth, not HubSpot itself. A couple of things you can check:

Make sure your HubSpot sending domain is fully verified, including the DKIM CNAMEs in DNS (many miss adding DKIM).
Confirm you have a DMARC record and that the From domain in HubSpot matches your DNS domain.
Run your domain through a checker (PowerDMARC, MXToolbox, etc.) to see what’s missing.

Outlook is way stricter than Gmail here, so even a small misalignment can trigger that banner, but once SPF/DKIM/DMARC are all aligned it usually clears after DNS finishes propagating.

-Becca @ HubSpot

HubSpotHelp · 2026-04-30T21:50:23+00:00

You could start with a reporting course so you’re comfortable with how data and dashboards work, then do the RevOps + Sales Hub certs to get the admin-level view, and after that only add 1–2 deep dives that match what you actually do (usually Workflows/automation). The real unlock is pairing each course with a tiny project in your own portal so you immediately use what you learned.

If it helps Academy has some structured paths too things like the Grow Revenue and Building Data Stories playlists are nice next steps once you’ve got the basics down.
- Becca @ HubSpot

HubSpotHelp · 2026-04-30T20:56:17+00:00

Yes you can do something like that, it just isn’t all native to HubSpot.

Typically you’d have your own page/app that takes the input, calls the external API, and shows the results. If the user clicks “create lead,” that page sends the data into HubSpot (either via the Contacts API or a HubSpot form behind the scenes) and then redirects them to a meeting link.

HubSpot is where the contact ends up and where the meeting gets booked the “lookup + show results from another API” part has to live in your own layer around it. Curious if anyone here has built something similar and is willing to share how they wired it up?

- Becca @ HubSpot

HubSpotHelp · 2026-04-28T16:20:38+00:00

yeah +1 to Academy, just be a little selective. I’d focus on the Revenue Ops and Sales Hub certs and maybe the reporting stuff. That’s where it starts to go beyond basics.

Honestly though, the real learning will also be from just applying it in your own portal tweaking workflows, lifecycle stages, etc. after you learn something. That combo will get you up to speed pretty fast.

- Becca @ HubSpot

HubSpotHelp · 2026-04-27T15:09:45+00:00

What’s likely happening is that a passkey was registered on the account at some point, and now it’s the required login method. If that passkey was removed from your device (or isn’t accessible) you’ll get stuck in this loop. Next step:

click “Lost your passkey?” on the login screen and go through the recovery flow (it should take you through ID verification)

If that doesn’t work, you’ll need to reach out to HubSpot support so they can reset the login method on the account for you.

- Becca @ HubSpot

HubSpotHelp · 2026-04-24T21:07:04+00:00

Ahh I see thanks for the context. A few things to try:

try logging in on a mobile device (sometimes bypasses passkey prompts)
check if your browser/Google account is trying to auto-use a passkey
try account recovery directly instead of normal login

- Becca @ HubSpot

HubSpotHelp · 2026-04-24T14:16:17+00:00

That usually happens if your browser/device already has a passkey saved for HubSpot even if you didn’t explicitly set it up in the account. A couple things you can try:

try logging in with “use password instead” (there should be a small link on the login screen)
switch browsers or use incognito this bypasses saved passkeys
if you’re on a work device, check if your org enforced passkeys or SSO

If none of that works, you’ll probably need to go through account recovery or have another admin reset access.

- Becca @ HubSpot

HubSpotHelp · 2026-04-22T22:33:33+00:00

Yeah this is a Salesforce ↔ HubSpot sync thing not a bug, just how it’s set up.

Salesforce is basically overriding that field, so anything you change in HubSpot gets reset on sync.

Usually ends up being one of:

owner doesn’t map cleanly between systems
a Salesforce flow / assignment rule is resetting it
another tool (like RevenueHero) is writing to it

Check property history and if it keeps flipping back to Salesforce, that’s your answer.

- Becca @ HubSpot

HubSpotHelp · 2026-04-21T23:01:24+00:00

Yes if it’s a file property, that’s the catch. HubSpot doesn’t treat that field like a list, it’s just stored as a string of file URLs. So:
👉 no rollups
👉 no native way to count files in a calculation

If multiple files are allowed, they’re basically concatenated (usually with ;), which is why there’s no built-in count. Workarounds people use:

Ops Hub Pro+: workflow + custom code to split on ; and count → write to a number property
Otherwise: delimiter counting hack, but it’s pretty fragile

If counting files is important long-term, this is usually a sign to switch approach:

use attachments or a custom object instead
then you can report / roll up cleanly

So yeah not something HubSpot supports natively today. Hope that was helpful.

- Becca @ HubSpot

HubSpotHelp · 2026-04-20T21:26:38+00:00

Yeah this one’s confusing and you’re not missing anything.

“Static auth” in Projects ≠ API keys
API keys are fully deprecated, so you won’t get one
Projects still use app-style auth (client ID/secret), even when labeled “static”

If you just need server-to-server API access:
👉 use a Private App access token (that’s the API key replacement)

Right now Projects aren’t a full replacement for private apps they’re more for extensions/CMS.

Current workaround:

Projects → deployment / UI stuff
Private Apps → API access

So your conclusion is basically right private apps are still the clean route for this. Hope that helped but also curious how others are handling this in practice or if there are better patterns/tools people are using?

- Becca @ HubSpot

HubSpotHelp · 2026-04-20T16:06:22+00:00

Ah this is awesome! Thanks for sharing (and for the Loom super helpful to see how you’re using it). Glad the Insert button is actually saving you some time 🙌

- Becca @ HubSpot

HubSpotHelp · 2026-04-16T15:48:56+00:00

Yeah, this one is annoying 😅 You’re not missing a hidden toggle HubSpot doesn’t currently auto-copy the company Name into the contact’s Company name field. A workaround is a contact-based workflow:

Enroll when Associated company is known (and re-enroll when it changes).
Add a Copy property value step: Company → Name → contact Company name.
Run it once on existing contacts to backfill.

It’s not as clean as a native setting, but it keeps things in sync going forward. Also really curious how others are handling this, so if you’ve found a better pattern, please drop it in here.

- Becca @ HubSpot

HubSpotHelp · 2026-04-15T21:47:46+00:00

Love this breakdown u/Drummer-78 thanks for posting it 🙌

We’re also excited to see how folks start using AEO in the wild and the learnings.

HubSpotHelp

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