Stripe, the processor behind HubSpot Payments, is updating its Services Agreement (effective January 6, 2027) and Privacy Policy (effective November 20, 2026). HubSpot's in-app Product Updates list the announcement as live. Our research says keeping a HubSpot Payments account open past January 6, 2027 counts as acceptance, with no manual opt-in. No portal feature changes. We cover who is affected, the listed hubs and tiers, the review steps, and what the in-app entry does not show: seats, fees, transaction limits, and geographic eligibility.

Who it's for: businesses collecting money with HubSpot Payments, RevOps and ops owners of payment-stack docs, finance and legal reviewers, and admins who need to flag this for the payments account owner. If the portal does not use HubSpot Payments, this update does not apply.

Our research first covered this on November 5, 2026. Here's where it stands as of our Nov 5, 2026 check. HubSpot's in-app product updates confirm a live announcement, both automatic effective dates, and keep-account-open acceptance. Stripe's Privacy Policy page confirms the November 20, 2026 update. HubSpot's Payments Terms of Use name Stripe as the payment processor.

In this episode
00:00:00 Two dates and auto acceptance
00:02:01 Who is affected and what to review
00:05:16 Unknowns, calendar plan, verdict

Sources
Our research: Stripe Services Agreement Update for HubSpot Payments
Stripe: Privacy Policy (update effective November 20, 2026)
HubSpot: HubSpot Payments Terms of Use
Also checked: HubSpot's in-app product updates (live announcement; not linked publicly)

More HubSpot updates
Every 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.

HubSpot's report builder still has walls. Our research says Breeze can now build a custom report from plain language, save it to a chosen dashboard and the reports library, and keep it living with auto-refresh and drill-down into records. Data stays inside the portal. HubSpot's in-app Product Updates list this as a private beta (last updated Nov 5, 2026), with eligibility across all hubs and tiers including Free. Sidekick is not enrolled, so your portal may not have it yet. We walk the steps, who should care, and what is still unknown: beta access timing, no GA date, and possible credit cost.

Who it's for: RevOps and marketing ops leaders stuck rebuilding spreadsheet reports, sales and service managers who know the question but not the builder, business owners who want cleaner executive dashboards, and admins drowning in reporting requests. Official eligibility includes Free, but access still depends on private-beta enrollment.

Our research first covered this on November 5, 2026. Here's where it stands as of our Nov 5, 2026 check. HubSpot's in-app product updates confirm private beta status, all-hubs-and-tiers eligibility including Free, dashboard and library save, and portal-data-only. Older HubSpot help on Create reports using AI and conversation-only Breeze charts describe different paths and no longer contradict this feature story.

In this episode
00:00:00 Plain-language reports that save
00:02:06 Steps, who cares, clean data
00:05:09 Private beta unknowns and a plan

Sources
Our research: Build Custom Reports with Breeze and Save to Any Dashboard
HubSpot Knowledge Base: Create reports using AI
HubSpot Knowledge Base: Generate data visualizations with Breeze Assistant
Also checked: HubSpot's in-app product updates (private beta; not linked publicly)

More HubSpot updates
Every 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.

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 Assistant
• 00:02:30 Media, claims, and recommendations
• 00:04:41 Setup, credits, and a plan

Sources

• HubSpot Knowledge Base: Create content with content agent
• HubSpot Knowledge Base: Create LinkedIn posts with AI
• HubSpot Knowledge Base: Create and publish social posts
• Our research: HubSpot Social Content Agent in Breeze Assistant

More HubSpot updates
Every 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.

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 review
• 00:02:07 Filters, select all, and access
• 00:04:10 Undo, limits, and a plan

Sources

• HubSpot Knowledge Base: Review and manage duplicate records
• HubSpot Knowledge Base: Evaluate potential duplicates using additional properties
• Our research: HubSpot Bulk Reject Duplicates: 100+ at Once

More HubSpot updates
Every 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.

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 new
• 00:02:16 Setup, filters, and timing
• 00:04:47 What runs, open questions, and a plan

Sources

• HubSpot Knowledge Base: Set a schedule to automatically trigger Agent Hub workflows
• HubSpot Knowledge Base: Select workflow triggers in Agent Hub
• HubSpot Knowledge Base: Create workflows in Agent Hub
• Our research: HubSpot Run Records on a Schedule Trigger in Agent Hub

More HubSpot updates
Every 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.

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 write
• 00:02:12 Where it works, and who controls it
• 00:04:24 Limits, open questions, and a plan

Sources

• HubSpot Knowledge Base: Set up and use the HubSpot Agent for Copilot
• Our research: HubSpot Copilot Connector: Write CRM Records from Microsoft 365

More HubSpot updates
Every 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.

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 shows
• 00:02:21 Tracing access, and editing from the tab
• 00:04:37 History, comparisons, and a plan

Sources

• HubSpot Knowledge Base: Manage user permissions
• HubSpot Knowledge Base: HubSpot user permissions guide
• HubSpot Knowledge Base: View user permissions history
• HubSpot Knowledge Base: Create and assign permission sets

More HubSpot updates
Every 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.

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 it
• 00:02:06 Custom dates, plans, and timeline tools
• 00:04:15 Dragging dates, gaps, and a plan

Sources

• 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 views
• HubSpot Knowledge Base: Create and edit custom objects

More HubSpot updates
Every 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.