---
title: "Q3 Roundup: Hubspot Updates, Tips and Tricks You Should Know About"
description: Check out the latest Hubspot updates, tips, and tricks you need to know about from Q3.
image: https://blog.webitmd.com/hubfs/Q3-Hubspot-Updates-Roundup.jpg
---

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# Q3 Roundup: Hubspot Updates, Tips and Tricks You Should Know About

 Reading Time: 3 minutes

![Ana Espinoza](https://blog.webitmd.com/hubfs/Ana.png)

By Ana Espinoza

October 18, 2024

As we wrap up another exciting quarter and head into the end of the year, it's time to take a closer look at the latest developments in one of the industry's leading CRM platforms: HubSpot. At WEBITMD, we're always staying on top of the latest trends and updates to ensure our clients are leveraging the most powerful tools available. In this roundup, we'll explore some of the latest HubSpot updates and share some invaluable tips and tricks to make sure you’re getting the most out of HubSpot.

## Latest HubSpot Updates

### 1. AI Tools: Breeze Copilot and Breeze Agents

At the September 2024 Inbound conference, HubSpot announced the rebranding of its collection of AI tools to [Breeze](https://www.hubspot.com/products/artificial-intelligence/breeze-copilot), which includes Breeze Copilot and Breeze Agents. Breeze Copilot is an AI assistant for task management, with the ability to handle data entry tasks like updating contact information as well as scheduling meetings and drafting written copy. 

[Breeze Agents](https://www.hubspot.com/products/sales/ai-prospecting-agent), meanwhile, are tools that can handle repetitive tasks so that your team can focus on higher-value activities. For example, the Prospecting Agent is able to automate the research and personalization for prospect outreach. 

### 2. Enhanced CTA Performance with Smart Content

CTA customization gets more precise with HubSpot’s [Smart Content tool.](https://knowledge.hubspot.com/ctas/add-smart-content-to-your-ctas) This BETA feature allows you to tailor CTAs based on details such as device type, language, and ad source among others. That way, you can make sure that your visitors are seeing the most relevant CTA for their situation.

### 3. Form Shortening

HubSpot’s [Form Shortening](https://www.hubspot.com/products/artificial-intelligence/form) reduces the amount of fields visitors need to fill out to complete a form and ensures that redundant fields are minimized. As a result, you can still collect the information you need about your prospects, but with a much smoother and more user-friendly experience and a higher likelihood of conversion.

### 4. Improved Data Security

HubSpot has also made significant improvements to how it secures the data you generate—critical for organizations who work with sensitive data in fields like insurance, finance, and healthcare. HubSpot’s Smart CRM is now [HIPAA and GDPR compliant](https://www.hubspot.com/company-news/hubspot-announces-hipaa-support-and-new-sensitive-data-tools), with safeguards like inactive session timeouts, advanced authentication, and comprehensive audit logging available so that any sensitive data you handle remains confidential.

## Tips and Tricks to Maximize Your HubSpot Experience

### 1. Use Breeze Agents to Streamline Workflows

If your team is juggling the workload of several teams, now is the time to take advantage of HubSpot’s artificial intelligence suite and save as much time as possible by automating tedious tasks so that you can turn your attention to the bigger picture. Lean on Breeze Agents to handle time-consuming activities. 

### 2. Utilize Smart Content for Personalization

As we mentioned previously, Smart Content is one of HubSpot's most powerful features, so make sure you’re getting the most out of it. Use this feature to dynamically adjust your website content based on visitor attributes such as location, device type, or lifecycle stage. 

### 3. Make Sure You’re Using the Right UTMs for Data Collection

The more information you have, the better your campaigns can perform. Data also helps inform you which channels you should be prioritizing for these campaigns. In order to make sure you’re getting the most accurate and helpful data, be sure that you’re using the right UTMs on [your landing pages.](https://www.hublead.io/blog/hubspot-tips-and-tricks)

### 4. Implement Progressive Profiling

Use HubSpot's progressive profiling feature in your forms to gradually collect more information about your leads over time. This approach reduces form friction while allowing you to build a more comprehensive picture of your contacts.

## Looking Ahead

As we move into the final quarter of the year, HubSpot’s latest updates emphasize the growing importance of AI in marketing operations, data-driven decision making, and seamless integrations.

At WEBITMD, we're excited about these developments and the ways they can accelerate marketing initiatives. Remember, the key to getting the most out of HubSpot lies in continuous learning and experimentation. Don't be afraid to try new features and always keep an eye on your metrics to understand what's working best for your unique audience.

Stay tuned for more updates, and in the meantime, start implementing these tips and tricks to take your marketing efforts to the next level.

[![Marketing Automation Guide](https://no-cache.hubspot.com/cta/default/2363531/02cd0649-5670-4bbe-aafa-3fa19b271e85.png)](https://cta-redirect.hubspot.com/cta/redirect/2363531/02cd0649-5670-4bbe-aafa-3fa19b271e85)

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