Sidekick's What Just Shipped

Sidekick Strategies
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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. 11h ago

    HubSpot Social Content Agent: LinkedIn and Facebook in bulk | Shipped Nov 2026

    HubSpot's social content agent has moved into Breeze Assistant, adding Facebook posts, bulk series planned from starter content or a recommendation, and conversational editing before posts are saved as drafts. We cover where to start it, how a series outline becomes drafts, where images and topic recommendations come from, the Super Admin settings it needs, how HubSpot Credits are used, who can publish, and what HubSpot's public help doesn't cover yet. First thing to try: one blog post or white paper, one short series, and a human review of every draft. Who it's for: marketers and HubSpot admins on Marketing Hub Professional or Enterprise who create LinkedIn or Facebook posts in HubSpot. Our research first covered this on November 4, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's in-app product updates, last updated Nov 4, 2026, list it as a public beta and a major update for Marketing Hub Professional and Enterprise, with no release date, so we date it to that update.  HubSpot's help articles (updated Oct 12, 2026) still describe a LinkedIn-only Create with AI flow, so Facebook posts and bulk series are documented only in-app so far. Claims that posts avoid AI tropes and draw on millions of social posts are HubSpot's, not something we tested. Our write-up's per-post credit example and LinkedIn link advice aren't in HubSpot's sources. In this episode 00:00:00 What moved into Breeze Assistant00:02:30 Media, claims, and recommendations00:04:41 Setup, credits, and a planSources HubSpot Knowledge Base: Create content with content agentHubSpot Knowledge Base: Create LinkedIn posts with AIHubSpot Knowledge Base: Create and publish social postsOur research: HubSpot Social Content Agent in 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.

  2. 11h ago

    HubSpot Bulk Duplicate Rejects: clear false matches at once | Shipped Nov 2026

    HubSpot's duplicate management tool can now reject more than fifty suggested duplicate pairs at a time, in a public beta for Data Hub Professional and Enterprise. We cover how the duplicate model picks pairs and its default similarity cutoff, the filters you can use to isolate false matches, the select all flow, who has access, how Refine suggestions differs, what rejecting does, the View history undo and its limits, and why bulk merging isn't part of this yet. First thing to try: sample a low-similarity range, then reject only the range you trust. Who it's for: HubSpot admins and marketing or RevOps teams on Data Hub Professional or Enterprise who clean up duplicate contacts and companies. Our research first covered this on November 4, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's in-app product updates, last updated Nov 4, 2026, list it as a public beta for Data Hub Professional and Enterprise, with no release date, so we date it to that update. HubSpot's help article on duplicates (updated Oct 23, 2026) covers checkbox rejects, filters, and a fourteen-day undo window; we couldn't confirm whether that window applies the same way to pairs rejected through select all. Our write-up's navigation path and its advice on similarity thresholds aren't in HubSpot's sources. In this episode 00:00:00 What changed in duplicate review00:02:07 Filters, select all, and access00:04:10 Undo, limits, and a planSources HubSpot Knowledge Base: Review and manage duplicate recordsHubSpot Knowledge Base: Evaluate potential duplicates using additional propertiesOur research: HubSpot Bulk Reject Duplicates: 100+ at OnceMore 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. 11h ago

    HubSpot Run records on a schedule: beta Agent Hub trigger | Shipped Nov 2026

    HubSpot's Agent Hub workflow builder is getting a beta trigger, Run records on a schedule, that enrolls the records matching your filter each time the schedule fires. We cover how it differs from the existing Run on a schedule trigger, which subscriptions and permissions it needs, how to set it up, why a missing filter means nothing enrolls, the frequency and time-of-day options, and what the workflow can do once records are in, from agents to Summarize record. First thing to try: pick one recurring review, build a tight filter, and watch the first few runs. Who it's for: HubSpot admins and RevOps teams on Professional or Enterprise of Content Hub, Marketing Hub, Sales Hub, Service Hub, Data Hub, Revenue Hub, or Smart CRM. Our research first covered this on November 4, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's help article, updated Nov 4, 2026, documents the trigger and labels it beta. HubSpot's in-app product updates, last updated Nov 4, 2026, list it as a public beta, scheduled for release and expected November 9, 2026, so it is not generally available yet. That date is an expectation, and we couldn't confirm what changes when the beta label comes off. In this episode 00:00:00 Two schedule triggers, one new00:02:16 Setup, filters, and timing00:04:47 What runs, open questions, and a planSources HubSpot Knowledge Base: Set a schedule to automatically trigger Agent Hub workflowsHubSpot Knowledge Base: Select workflow triggers in Agent HubHubSpot Knowledge Base: Create workflows in Agent HubOur research: HubSpot Run Records on a Schedule Trigger in Agent HubMore 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. 11h ago

    HubSpot Agent for Copilot write access: update records, log calls | Shipped Nov 2026

    HubSpot's agent for Microsoft 365 Copilot can now create and update CRM records and log activities, not just read them. We walk through which objects are writable (contacts, companies, deals, tickets, line items, products, and calls, meetings, notes, tasks, and emails) and which stay read only, the confirmation Copilot asks for before changes, how HubSpot permissions and connection permissions limit what each person can change, the two-admin setup, and the limits around API usage and Sensitive Data. First thing to try: have a Super Admin review the permissions the connection grants before reps start writing from Copilot. Who it's for: HubSpot admins and sales and service teams who work in Microsoft 365 Copilot or Teams (HubSpot's in-app product updates list it as live on all hubs and tiers, free included; a Microsoft 365 Copilot license or the Copilot Chat add-on is required). Our research first covered this on November 4, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's help article, updated Nov 4, 2026, documents write access; the version we checked on Oct 29 still said read only. HubSpot's in-app product updates, last updated Nov 4, 2026, mark write access as live and confirm that line item changes can include quantities, pricing, and discounts. Neither HubSpot source gives a rollout date, so we date this by those updates, and neither says whether the confirmation step can be switched off. In this episode 00:00:00 From read only to read and write00:02:12 Where it works, and who controls it00:04:24 Limits, open questions, and a planSources HubSpot Knowledge Base: Set up and use the HubSpot Agent for CopilotOur research: HubSpot Copilot Connector: Write CRM Records from Microsoft 365More 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. 23h ago

    HubSpot User Access tab: audit permissions without the editor | Shipped Nov 2026

    HubSpot now shows a user's access right on their user record, on an Access tab, so admins can audit or troubleshoot permissions without opening the editor. We walk through where the tab lives, what it shows (seat, permission sets, and a permissions table), how the All, CRM Access, Tool Access, and Admin Access tabs and the Status, Area, and search filters narrow it down, how permission sets and limited access change what you see, editing from the tab, permission history, comparing access, and copying permissions. First thing to try: open the Access tab for the users who raise access questions most and check their CRM View levels. Who it's for: HubSpot Super Admins and anyone with Add and edit users permissions (HubSpot lists all products and plans; permission sets need Enterprise, comparing access needs Professional or Enterprise). Our research first covered this on November 3, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's manage user permissions article documents the Access tab, and Edit permissions can be launched from it. HubSpot's article doesn't give a rollout date, so we date this by that article's latest update, Nov 3, 2026. Our write-up names filter examples that differ from the ones HubSpot documents; this episode follows HubSpot's article. In this episode 00:00:00 Where the Access tab lives and what it shows00:02:21 Tracing access, and editing from the tab00:04:37 History, comparisons, and a planSources HubSpot Knowledge Base: Manage user permissionsHubSpot Knowledge Base: HubSpot user permissions guideHubSpot Knowledge Base: View user permissions historyHubSpot Knowledge Base: Create and assign permission setsMore 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. 23h ago

    HubSpot Gantt view grows: custom objects and your own dates | Shipped Oct 2026

    HubSpot's Gantt view now reaches many more object types, custom objects included, and Gantt settings let you choose which date properties, custom ones too, power the bars. We cover what HubSpot's Gantt view product manager confirmed in the HubSpot Community, what HubSpot's help documents today about switching to Gantt view, zooming and scrolling the timeline, adding, expanding, and completing tasks, dragging bar end points to change dates, and the preview sidebar, plus the Enterprise requirement for custom objects and when the calendar or report view fits better. First thing to try: pick one object, choose the two date properties that really mark a start and an end, and test a drag on a test record. Who it's for: ops leads, project and service managers, and HubSpot admins who plan work on a timeline (HubSpot's views article lists Starter, Professional, and Enterprise for Marketing, Sales, Service, Data, and Content Hub, and Professional or Enterprise for Smart CRM and Revenue Hub; custom objects need Enterprise). Our research first covered this on November 3, 2026. Here's where it stands as of our Nov 4, 2026 check. HubSpot's Gantt view product manager confirmed the wider object support and the date property setting on October 20, 2026. HubSpot's views help article (updated Nov 2, 2026) still documents Gantt for projects, deals, and services only. Our write-up also lists an hours timescale, faded bars for records missing dates, bulk actions, task property columns, properties on bars, a collapsible table, and per-view date settings. We couldn't confirm those in HubSpot's help content, or which property a drag updates when bars use custom dates. In this episode 00:00:00 What changed, and who gets it00:02:06 Custom dates, plans, and timeline tools00:04:15 Dragging dates, gaps, and a planSources HubSpot Community: Gantt Charts (reply from HubSpot's Gantt view product manager)HubSpot Community: Gantt View: custom date properties for bars (reply from HubSpot's Gantt view product manager)HubSpot Knowledge Base: Use the report, calendar, and gantt viewsHubSpot Knowledge Base: Create and edit custom objectsMore 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. 2d ago

    HubSpot 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.

  8. 2d ago

    HubSpot 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.

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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
    109
  • Rating
    Clean
  • Copyright
    © 2026 Sidekick Strategies
  • Show Website
    Sidekick's What Just Shipped