HubSpot's latest release shows a clear focus on giving teams more control, better data management, and smarter automation. What stands out is how these updates address real operational challenges - from keeping CRM data clean to making quotes powerful enough to replace third-party tools.
Here are the updates from the May HubSpot Release notes that our team are most excited about, and why they matter.
Breeze picked up several meaningful upgrades this month. It now uses focused clarifying questions instead of overwhelming you with options, can create rich documents and emails in a dedicated canvas for iterative refinement, handles advanced data visualisations inline, and works directly with your product catalog and pricing tiers. Email drafts open in the Breeze canvas with version history, so you never lose work.
There were a flurry of email updates worth reading, but one stood out. Marketing teams can now export emails as PDFs or HTML files directly from the editor or performance page. This solves a real problem: getting legal, compliance, or external stakeholders to review emails without asking them to log into HubSpot. Now you can meet them where they are.
Availability: Live for Marketing Hub Starter and above.
Quotes just became a lot more powerful. Developers and admins can now build custom React modules directly into quote templates pulling live CRM data, integrating external sources, and providing configurable UIs for quote creators. This means no more switching to Docusign or PandaDoc for advanced quoting. You can build beautiful, interactive, data-rich quotes right inside HubSpot.
Find out more and tier details for each quote update, see here.
Keeping your CRM clean just became automatic. Set cleanup policies based on criteria like time since last update, and HubSpot removes stale records on a recurring schedule with no manual work required. You can configure policies for Contacts, Deals, Leads, and Projects, and recover deleted records from the recycle bin within 90 days.
Availability: Live for Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM Enterprise.
Customer success teams now have the tools to manage the entire post-sale journey inside HubSpot. Onboarding Plans bring structure to onboarding projects with built-in tasks, milestones, and out-of-the-box reporting. The refreshed Customer Portal (powered by HubSpot's CMS) modernizes the experience with improved search, sorting, filtering, and full conversation visibility all in about five minutes to migrate.
Availability: Live for Service Hub Professional and Enterprise.