Opt a HubSpot account into a beta feature

The Product Updates page provides a centralized view of new and relevant updates, organized into sections with simplified navigation and direct actions. Browse updates tailored to your account activity, search for specific updates, and join betas. This helps reduce the time spent reviewing updates and makes it easier to identify relevant changes, understand their purpose, and take action. For example, if your team frequently uses reporting tools, the page may highlight new reporting features so you can join the beta.

Learn more about opting a HubSpot account into a beta.

Please note:  if you're a Super Admin, you can opt your account into the Personalized Product Updates beta.

Before you get started

Before reviewing product updates or enrolling in beta features, make sure you understand the requirements and limitations that apply.

• Seeing an update on the Product Updates page doesn’t guarantee access to that feature. Beta availability can depend on your subscription, permissions, rollout stage, and approval by the product team.
• Using or joining a beta gives you early access to functionality in your production environment under the HubSpot Beta Terms. Beta features are still being tested. Joining a beta doesn't remove existing features or change your account settings. You may be asked to give feedback.
• HubSpot may limit or close beta signups to control capacity, collect feedback, and avoid issues before a broader rollout. If a beta is closed or full, wait until spots reopen.
• Private beta requests are reviewed manually and may be approved or denied. Approval timing varies.

Review product updates

Review product updates on the Product Updates page or with Breeze Assistant. Learn more about reviewing product updates with Breeze Assistant. Permissions-related product updates are available from your User & Team settings. 

1. In your HubSpot account, click your profile picture in the top right corner, then select Product updates.
2. By default, you'll be on the Discover tab. Review betas that are based on:
   • What's trending across HubSpot accounts.
   • Feedback from your team (available when there are recommended updates).
   • Your team's most-used tools (available when there are recommended updates).
   • Providing teams with more data.
   • What's newly available.
   To reorder the sections on this tab, click Customize. 
   • In the right panel, click and drag the sections to the desired order.
   • Click Save.
3. Click the Your Betas (BETA) tab to review the betas your account has opted into. 
4. Click the Saved tab to review the betas you've saved.
5. Click the All Updates tab to review all betas.
6. Within the tabs:
   • To filter updates, click filtersIcon Filter icon. Click the dropdown menus to select options or select the checkboxes.
   • To search updates, enter keywords in the searchIcon search bar.

1. • To favorite an update, click the star to the right of the update.
   • To view more information about an update, click the update's name.

Opt into a private beta feature

Request access to private beta features. Requests will be reviewed by the relevant HubSpot product team.

1. In your HubSpot account, click your profile picture in the top right corner, then select Product updates.
2. In the left sidebar menu, navigate to In beta.
   
3. In the row of the private beta feature you want access to, click Request Beta. To view more information about a feature, click the update's name. To send a request, click Request Beta at the bottom of the right panel.
4. In the dialog box, to request the beta for only your user, select Enroll only me. To request the beta for the account (i.e. all users), select Enroll entire account.
5. Click to review the HubSpot Beta Terms.
6. Click the checkbox to acknowledge and agree to participate in the beta.
7. Click Request beta.

When your request in under review, the Request Beta button will be grayed out. Approval time varies. If a request is approved, the feature will become available automatically in your account. If a request is denied, the Request Beta button will no longer be grayed out. Click it again to request to join the beta. Denials don't prevent future requests.

Opt into a public beta feature

Opt your individual user or entire account into public beta features.

1. In your HubSpot account, click your profile picture in the top right corner, then select Product updates.
2. In the left sidebar menu, navigate to In beta.
3. In the row of the public beta feature you want access to, click Join Beta. To view more information about a feature, click the update's name.
   
4. To add the beta, click Join Beta at the bottom of the right panel.
5. In the dialog box, to opt only your user into the beta, select Enroll only me. To opt into the beta for the account (i.e. all users), select Enroll entire account.
6. Click to review the HubSpot Beta Terms.
7. Click the checkbox to acknowledge and agree to participate in the beta.
8. Click Join beta.

Please note: if you're opted into a beta, but it's not showing log out and log back in.

Edit beta enrollment

Leave a beta at any time or update if the enrollment applies only to you or all users in the account. 

1. In your HubSpot account, click your profile picture in the top right corner, then select Product updates.
2. In the left sidebar menu, navigate to Your betas.
3. Click the update's name.
4. To leave the beta, click Leave beta. In the dialog box, click Leave beta to confirm.
5. To change whether all users in the account are enrolled, click Edit access. In the dialog box, select Enroll only me or Enroll entire account, then click Save preferences.

Give feedback on a beta (BETA)

To give feedback on the betas you're enrolled in:

1. In your HubSpot account, click your profile picture in the top right corner, then select Product updates.
2. In the left sidebar menu, navigate to Your betas.
3. In the row of the update, click Give feedback.
4. Select your feedback rating.
5. Enter any feedback comments in the text box (optional).
6. If you don't want to share your feedback on a call with the HubSpot product team, clear the checkbox.
7. Click Submit.

Turn on weekly emails for product releases

To stay up to date on product updates, you can subscribe to product update emails. These emails will be sent to your user email address each week. This subscription applies only to you and will not send emails to other users in the account.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Account Defaults.
3. Click the Feature Releases tab.
4. Select the Turn on email notifications checkbox.

Put an account at the end of a gradual release 

Super Admins can place their accounts at the end of a gradual feature release. Gradual feature releases are when new functionality is made available to accounts incrementally over time. Placing an account at the end of a release gives you more time to test changes, update documentation, and train users.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Account Defaults.
3. Click the Feature Releases tab.
4. Select the Put this account at the end of gradual feature releases checkbox. This will apply to future releases, not those currently in progress.