Sidekick's What Just Shipped

Sidekick Strategies
  • 5.0 (1)
  • Marketing

Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends. Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official HubSpot sources. If something isn't confirmed, the hosts say so out loud. Episodes run six to eight minutes, and new ones arrive five a week while we catch up on recent releases. Presented by Sidekick Strategies, a HubSpot solutions partner. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator voice and the music are AI-generated. The mid-episode message from Sidekick Strategies founder George B. Thomas uses an AI clone of his own voice, made with his consent. Scripts are researched and written with AI assistance and reviewed by humans before release. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.

  1. 56m ago

    Date rules allow today: same-day entries stop failing | Shipped Oct 2026

    HubSpot added an Allow today checkbox to two date validation rules, so Any future date and Past dates only can now accept today's date. We cover what HubSpot documents today: the date rule options, the account timezone that decides what counts as today, who can edit rules and where the Rules tab lives, the other text, number, phone, and unique value rules, and where rules are enforced (desktop, mobile, imports, and updated-editor forms) versus skipped (workflows, chatflows, meeting scheduling pages, and legacy forms). First thing to try: list every date property set to Past dates only or Any future date, and decide where today should count. Who it's for: HubSpot admins and ops teams who own date properties (HubSpot's October roundup lists date validation for all hubs and tiers; editing rules needs Edit property settings permissions; custom regex rules need Professional or Enterprise). Our research first covered this on November 2, 2026. Here's where it stands as of our Nov 2, 2026 check. Our write-up says the change applies immediately to any record where the property appears, that the setting carries over to forms and workflow triggers, and suggests starting with deal close dates. HubSpot's validation rules article (updated Oct 30, 2026) says existing values are not retroactively formatted, lists workflows and legacy forms as not enforced, and its list of default properties that take rules has no date properties. We couldn't confirm those three points. In this episode 00:00:00 What changed, and who gets it00:02:25 Rule types, and the date choices00:04:57 Where rules skip, and a planSources HubSpot Knowledge Base: Set validation rules for propertiesHubSpot Community: HubSpot Product Updates for October 2026More HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  2. 56m ago

    Goal setup rebuilt: cleaner targets, fewer dead ends | Shipped Nov 2026

    HubSpot rebuilt how goals get created and edited. We walk through what HubSpot documents today: who can create and be assigned goals, the measures for sales and service teams, the template flow, unique goal names and saving alerts, revenue goals in the forecasting tool, the three contributor options, durations and the forecast period match, and the targets table with its bulk action ribbon, frozen columns, and CSV imports, plus editing: adding users or teams, cloning goals, progress timing, and what cannot change after creation. First thing to try: build next year's goals from a template, then use Apply targets and Apply pipelines on the selected rows. Who it's for: sales managers, service leaders, and HubSpot admins who set team and rep goals (creating goals needs a Sales or Service Hub Professional or Enterprise seat, or Super Admin; Sales Hub Starter gets the revenue measure only). Our research first covered this on November 2, 2026. Here's where it stands as of our Nov 2, 2026 check. Our write-up says goals can be created by describing them to Breeze Assistant, lists Service Hub goals as call and meeting goals, and says the Actions column was removed. HubSpot's sales goals article (updated Aug 6, 2026) lists ticket resolution time, ticket response time, revenue, and tickets closed as the Service Hub measures, and its goals management article (updated Oct 20, 2026) still documents Actions, then Quick edit. We couldn't confirm Breeze Assistant goal creation or its plan requirements in HubSpot's help content. In this episode 00:00:00 Who builds goals, and the new flow00:02:12 Errors, forecasts, and the targets table00:04:36 Editing, Breeze, and a planSources HubSpot Knowledge Base: Create sales goalsHubSpot Knowledge Base: View and manage your goalsHubSpot Knowledge Base: Create custom goalsHubSpot Knowledge Base: Use Breeze AssistantMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  3. 1d ago

    Form consent split: legal basis and email, in beta | Shipped Oct 2026

    HubSpot has a forms beta that manages legal basis for data processing and marketing communication consent separately. We cover what HubSpot documents today: the Data Privacy field and its notice and consent options (implicit processing consent, separate consents, and legitimate interest), what gets written to the contact record, why form consent covers marketing email but not SMS, how default text changes reach existing forms, and how the beta changes conditional logic. First thing to try: open one form, check which notice and consent option it uses, and confirm every checkbox maps to the right subscription type. Who it's for: marketing ops, demand gen, and HubSpot admins who collect consent from contacts in regions with data privacy rules (forms are listed for all products and plans; conditional logic needs Marketing Hub or Content Hub Professional or Enterprise). HubSpot says your legal team is the best resource for compliance advice. Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up describes a redesigned Privacy and Consent section with separate panels on all hubs and tiers, and says conditional logic can show or hide the Store and process data and Privacy policy fields. HubSpot's forms article (updated Oct 28, 2026) names this as a beta, Configure, separately manage legal basis for data processing and marketing communication consent, and says conditional logic cannot be applied to data privacy elements, or in the beta to email consent or legacy data privacy elements. We couldn't confirm the panel layout or conditional logic on those privacy fields. In this episode 00:00:00 The beta and today's consent options00:02:24 Contact records, SMS, and defaults00:04:53 Conditional logic, legal, and a planSources HubSpot Knowledge Base: Create and customize formsHubSpot Knowledge Base: Add data privacy and consent information to a HubSpot formHubSpot Knowledge Base: Edit form fieldsHubSpot Knowledge Base: Track legal basis of processing in HubSpotOur research: HubSpot Forms: Separate Legal Basis and Marketing ConsentMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  4. 1d ago

    Recurring discount codes: percentage only, per-link switch | Shipped Oct 2026

    HubSpot discount codes on payment links can now apply to every recurring payment, not just the first. We cover who can create codes, the exact settings path, the Percentage-only rule for All recurring payments, usage limits and expiration, the per-link Discount codes switch, the links that cannot take a code, and how discounts show up in subscription and payment properties. First thing to try: create a Percentage code with All recurring payments selected, then turn on the Discount codes switch on one payment link and run a test checkout. Who it's for: RevOps, finance, and sales teams who sell subscriptions through HubSpot payment links (discount codes are listed for all products and plans; creating them needs Super Admin or Manage payment links permissions). Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said the discounted amount flows into subscription records so revenue reporting matches what customers pay. HubSpot's discounts article (updated Oct 28, 2026) says discounts do not affect subscription MRR or ARR; they affect the Last payment amount and Total amount collected properties. We couldn't confirm the write-up's claim that HubSpot creates a separate subscription for each recurring billing term and applies the code to each one. In this episode 00:00:00 Creating a recurring percentage code00:02:06 Turning codes on and the limits00:04:24 Reporting, mixed links, and a planSources HubSpot Knowledge Base: Create and manage discount codesHubSpot Knowledge Base: Understand discounts when collecting paymentsHubSpot Knowledge Base: Create and share payment linksOur research: HubSpot Recurring Percentage Discount Codes for Payment LinksMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  5. 1d ago

    Marketing event workflows: beta, Pro and up, no contacts | Shipped Oct 2026

    HubSpot workflows can now use marketing events as the object type, labeled beta. We cover who gets it, the permissions you need, how to build one from scratch, the Agent Hub trigger option, where events come from, and the big limit: marketing event-based workflows cannot act on contacts such as attendees and registrants. First thing to try: build a test marketing event workflow from scratch and note which actions the editor offers, then keep attendee follow-up in a contact-based workflow with the Registered for marketing event trigger. Who it's for: marketing ops, event teams, and RevOps admins on a Professional or Enterprise subscription (Marketing Hub, Sales Hub, Service Hub, Data Hub, Smart CRM, or Revenue Hub). Our research first covered this on October 28, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said this is available on all hubs and tiers, including Free. HubSpot's workflow object types article (updated Oct 28, 2026) lists workflows on Professional and Enterprise subscriptions and marks marketing events as beta. We couldn't confirm the write-up's list of actions (updating associated deals, companies, and campaigns, creating tasks, and sending notifications); HubSpot's articles name the object type and the contact limit, but not the actions. In this episode 00:00:00 What shipped and how to build it00:02:37 The contact limit and workarounds00:04:59 Tiers, actions, and a planSources HubSpot Knowledge Base: Understand workflow object typesHubSpot Knowledge Base: Select workflow triggers in Agent HubHubSpot Knowledge Base: Create workflowsHubSpot Knowledge Base: Add and update contacts in marketing events with workflowsHubSpot Knowledge Base: Use marketing eventsHubSpot Knowledge Base: Trigger webhooks in HubSpot contact-based workflowsOur research: HubSpot Marketing Event Based Workflows: What ShippedMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  6. 1d ago

    Breeze Assistant custom skills: what's documented | Shipped Oct 2026

    Our research covered custom skills in Breeze Assistant: reusable markdown instructions you invoke with a slash command. HubSpot has not documented that feature yet, so we cover what HubSpot does document today: saved prompts, imported memories, the built-in skill for Solutions Partner Program accounts, the slash command in content editors, and HubSpot's developer guidance on writing skills that agents actually follow. First thing to try: save your most-used request as a saved prompt, then import your memories from the other AI assistant you use. Who it's for: content marketers, HubSpot admins, and anyone who retypes the same context into Breeze Assistant (Breeze Assistant is listed for all products and plans). Our research first covered this on October 27, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up says you can create a custom skill in conversation or import a markdown file built to the Agent Skills spec, invoke it with a slash command, and that skills are markdown only, never auto-selected, and available on all hubs and tiers. We couldn't confirm any of that: HubSpot's Breeze Assistant help article (updated Oct 29, 2026) does not mention custom skills, and we found no HubSpot help article for them. The one Breeze Assistant skill HubSpot does document, for Solutions Partner Program accounts, activates when you ask a related question. In this episode 00:00:00 Skills, saved prompts, and memories00:02:44 Writing instructions an agent follows00:05:00 Custom skill claims and a planSources HubSpot Knowledge Base: Use Breeze AssistantHubSpot Knowledge Base: Import memories to Breeze AssistantHubSpot Knowledge Base: Use the partner skill in Breeze AssistantHubSpot Developer Docs: Agent skills best practicesOur research: HubSpot Breeze Assistant Custom Skills: What They Are and How to Use ThemMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  7. 1d ago

    Breeze Assistant pipelines: stages by chat, plans apply | Shipped Oct 2026

    Breeze Assistant can now create an object pipeline, clone an existing one, and add, update, or remove pipeline stages from a chat. We cover what it can and cannot change, the subscription gates that still apply, what a settings clone copies, stage probabilities and the Won and Lost rule, conditional stage properties, and what blocks deleting a stage or a pipeline. First thing to try: open Breeze Assistant and ask it to add or rename a stage in one pipeline, then check the result in your pipeline settings. Who it's for: HubSpot admins, sales ops, and RevOps teams who manage deal, ticket, or other object pipelines (Breeze Assistant on all products and plans; custom pipelines need Starter or above, cloning needs Professional or Enterprise, custom object pipelines need Enterprise). Our research first covered this on October 26, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said this works on all hubs and tiers, including Free. HubSpot's pipeline help article (updated Oct 22, 2026) keeps per-feature gates: Free tools get 0 custom pipelines, Starter gets 15, cloning needs Professional or Enterprise, lead pipelines need Professional or Enterprise, and custom object pipelines need Enterprise. Breeze Assistant cannot create or update pipeline rules, object tags, or automations, or change contact or company lifecycle stages. We couldn't confirm the write-up's preview-before-saving step, or whether a clone made through Breeze copies rules and automations. In this episode 00:00:00 What Breeze can and cannot change00:02:23 Limits, cloning, and stage settings00:04:55 Deleting, plan gates, and a rolloutSources HubSpot Knowledge Base: Set up and manage object pipelinesHubSpot Knowledge Base: Use Breeze AssistantHubSpot Knowledge Base: Understand Breeze AssistantOur research: Breeze Assistant Can Now Build and Edit Your PipelinesMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

  8. 1d ago

    Update payment method links: send one before it fails | Shipped Oct 2026

    HubSpot lets you send a buyer a link to update the payment method on a subscription, by copying it from the Subscriptions index page or emailing it from the subscription preview. We cover where to find it, the conditions that decide whether it appears, what the buyer sees, how failed payments and retries work, the Payment Method Expiry Date workflow, and the billing portal. First thing to try: add the Update payment method column to your Subscriptions index page. Who it's for: RevOps, billing, and customer success teams running subscriptions in HubSpot (all products and plans for subscriptions; workflows need Professional or Enterprise; the billing portal needs Revenue Hub Professional or Enterprise). Our research first covered this on October 20, 2026. Here's where it stands as of our Oct 31, 2026 check. Our write-up said the link is available at all times; HubSpot's help article (updated Oct 19, 2026) says the option is available only after an initial payment has been made, and only for subscriptions where payment collection is automated. The update uses the payment methods allowed on the original checkout, a fee-bearing method can only be swapped for the same type, and past-due balances are charged to the new method automatically. Failed card payments are retried up to 4 times within 30 days; bank debit payments are not retried. We couldn't confirm the write-up's point that subscriptions created from a contract are excluded; HubSpot's subscriptions article does not mention contracts, and contract records have their own payment method options. In this episode 00:00:00 Links, plans, and where to find them00:02:08 Buyer view, limits, and failed payments00:04:15 Expiry workflows, contracts, and a planSources HubSpot Knowledge Base: View and manage subscriptions billed in HubSpotHubSpot Knowledge Base: Manage payments in HubSpotHubSpot Knowledge Base: Set up a self-serve billing portal for buyersHubSpot Knowledge Base: View and manage contractsOur research: HubSpot Dunning Links: Always-On Payment Update for SubscriptionsMore HubSpot updatesEvery HubSpot update we cover lives at Sidekick Strategies HubSpot Updates. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator and music are AI-generated. The mid-roll from George B. Thomas uses an AI clone of his voice, made with his consent. Reviewed by humans before release. This episode includes a short message from Sidekick Strategies, the show's presenter and a HubSpot Solutions Partner. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.

See All (103)

Trailer

About

Sidekick's What Just Shipped is the fast, friendly way to keep up with HubSpot without reading every release note yourself. Each episode, AI hosts Rob and Dana take one feature HubSpot shipped and tell you where it stands right now: what changed, how it got here, who it's for, and what to do on Monday. Rob explains. Dana pushes back. Nobody pretends. Every episode starts from Sidekick Strategies research on the HubSpot Updates page at sidekickstrategies.com and is checked against official HubSpot sources. If something isn't confirmed, the hosts say so out loud. Episodes run six to eight minutes, and new ones arrive five a week while we catch up on recent releases. Presented by Sidekick Strategies, a HubSpot solutions partner. AI disclosure: Rob and Dana are AI hosts with AI-generated voices. The narrator voice and the music are AI-generated. The mid-episode message from Sidekick Strategies founder George B. Thomas uses an AI clone of his own voice, made with his consent. Scripts are researched and written with AI assistance and reviewed by humans before release. Sidekick's What Just Shipped is independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.

Information

  • Creator
    Sidekick Strategies
  • Years Active
    2026
  • Episodes
    103
  • Rating
    Clean
  • Copyright
    © 2026 Sidekick Strategies
  • Show Website
    Sidekick's What Just Shipped