HubSpot Betas to Watch: Sequences, Breeze, and Smarter CRM Workflows

At Huntscape, we keep a close eye on HubSpot’s beta rollouts so our clients don’t have to. A few fresh ones just dropped, and they’re going to make a real impact — especially if you’re running a lean sales or RevOps team. Here’s what’s new and why it matters.

🔁 Sequences Reporting Just Leveled Up

HubSpot’s Sequences tool has always been a great way to streamline 1:1 sales outreach, but until now, the reporting was a little… flat. The new Sequences Reporting Advancements beta changes that.

You’ll now see:

• 🎯 Call step metrics – not just emails
• ⏰ On-time task completion
• ✍️ Email personalization usage

These are the kind of insights that help a sales manager coach better and help reps figure out what’s really working. If you’re trying to improve sales engagement or speed up pipeline movement, this is worth turning on right now.

📎 Upload PDFs to Breeze Copilot

This one’s simple but powerful. You can now upload a PDF directly into Copilot via the chat window — just click the paperclip icon. Copilot will then use that content to provide smarter, more relevant responses.

Think: uploading a product brochure, onboarding checklist, or contract — and letting Copilot reference it in real-time while you're chatting. This unlocks a ton of use cases across sales, onboarding, and support teams.

🔍 Breeze Now Suggests Properties in Report Filters

Building reports in HubSpot just got easier thanks to AI-suggested properties in Breeze filters. When you're setting up a report and trying to decide what filters to add, Breeze will now suggest properties based on:

• What you’re typing
• What you and your team use often
• What’s most relevant to your dataset

It’s like predictive search for HubSpot reports — faster, smarter, and built to help new admins and veteran ops folks alike.

⚙️ Enroll Records into Workflows From CRM Cards

This one’s easy to miss, but really powerful for reps: you can now enroll a contact, company, or deal into a workflow directly from the record view. No more opening the workflows tool or jumping through five clicks.

This makes it easier to:

• Enroll deals into handoff or renewal workflows
• Send contacts into post-demo sequences
• Trigger internal task flows without relying on automation alone

Fewer clicks = more adoption = more reliable automation.

Final Take

These updates make HubSpot more connected, more intelligent, and way more usable for teams that are actually doing the work. If you want help enabling any of these betas or folding them into your existing sales ops or RevOps process, hit us up. We're happy to walk through it with you.