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HubSpot Product Updates for Credit Unions and Community Banks

HubSpot ships product updates every month. Most changelogs tell you what changed;  this page tells you what it means for your institution.

The team at Geear, a HubSpot Diamond Solutions Partner, tracks every HubSpot release and adds the ones that matter here, along with practical implications for credit unions and community banks. New updates are added each month. Each entry includes the release date, what HubSpot changed, and how those changes affect how financial institutions and manufacturers use the platform.

2026 Updates

July 7, 2026

Product Update (Public Beta) — Switch off tracking per Marketing Email

This product update provides the ability to "protect" marketing email analytics from test sends, internal sends, or transactional emails. Those types of emails will often have metrics that would be considered outliers when compared against marketing emails, so excluding them from overall analytics will help provide more accurate metrics.

May 28, 2026

Product Update (Public Beta) - Inline Association Table

From any index page, you can now review associated records directly in a dropdown. This means much less friction when you're trying to see what records a contact, for example, is associated to and what property values are on those associated records. Cross-object context for the win!

Screenshot 2026-05-28 at 9.24.08 AM

May 11, 2026

A couple betas are out for TikTok!

  1. TikTok Lead Syncing — TikTok lead syncing automatically pulls TikTok Instant Form submissions into HubSpot as new or updated contacts in real time, eliminating manual exports.
  2. TikTok Ad Conversion Events — HubSpot now lets you create ad conversion events for TikTok, sending conversion data from your CRM to TikTok so TikTok can optimize your ads.

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