Actuado Blog

AI agents are becoming the new users of the CRM. They won’t click through dashboards or manually update records like we do today. They use APIs, understand context, and take action.This weekHubSpot's CPO & CTODuncan Lennoxwrote a blog post "Our Vision for Building an Open Ecosystem for the Agent Era" and if you haven't read it yet, you should.HubSpot’s vision for the “agent era” makes one thing clear: CRM is evolving from a tool for humans into a platform for AI agents. And as a HubSpot Diamond Partner we feel this is exactly where the future is heading:- unified customer data is key- connected systems helps AI agents understand the context- AI-ready processes enable collaboration between humans and AI agents- open ecosystem that helps us build and connect AI agentsWe know that AI is only as good as the data and context behind it. And building strong CRM and RevOps foundations means growing faster.Full HubSpot article here. 

Still opening filter menus, searching through property lists, and deciding whether to use quick filters or advanced filtering just to narrow down a CRM view?

HubSpot recently introduced a small but surprisingly impactful usability improvement inside CRM index pages: column-level filtering.

The feature allows users to filter records directly from CRM table column headers, creating a much more spreadsheet-like experience when working with contacts, companies, deals, tickets, or custom objects.

At first glance, this may look like a simple UI enhancement.

Operationally, though, it removes a considerable amount of repetitive friction for teams spending large parts of their day inside CRM tables.

A new beta functionality in HubSpot may be a reason to stop using Loom or similar tools.You can now record videos directly inside HubSpot — without switching tools, exporting files, or uploading content back into your portal.For many teams, recording a simple video used to involve multiple steps: record in one tool, download the file, upload it to HubSpot, and then reuse it in emails or pages. This update simplifies that workflow.

Overwhelmed by data and metrics, but still trying to understand what actually makes your web and landing pages perform?Most marketing and sales teams today have no shortage of data. Page views, sessions, time on page, bounce rates, events, clicks. The challenge is rarely a lack of data — it’s knowing which data actually matters when it comes to lead quality and conversion.HubSpot has introduced a very practical upgrade to Lead Scoring that addresses exactly this problem. You can now identify and score high-impact pages using AI-powered conversion insights.

When onboarding customers into HubSpot, there’s one mix-up we encounter repeatedly:Subscription type vs. Legal basis vs. Marketing contact. They sound similar. They are often configured at the same time. But they control completely different things. And if you want to use HubSpot email marketing properly, you need all three aligned.

When was the last time you needed to quickly import a small contact list, but still had to go through a long, overly complex import process? Not a full CRM migration – just a simple file with a few columns and no associations. Until recently, even these basic imports required using the full Advanced import process.