HubSpot CRM: New Governance Tools and Custom Layout Features

Maximize control and efficiency with the latest HubSpot CRM updates. Learn how these new features improve team collaboration, data governance, and CRM personalization. 

In today’s digital landscape, companies demand more control over their CRM data and processes. HubSpot has responded with a powerful suite of governance and customization tools, designed to support more secure, scalable, and team-aligned operations. This article will guide you through: 

• The newest HubSpot CRM features; 
• Why they matter for Marketing, Sales, Operations, and for the future of RevOps teams; 
• How to implement them in your HubSpot portal - and why choose a HubSpot Partner can be a game-changer. 

1 - Multi-User Properties: Enhanced Collaboration with Zero Friction 

What’s new? 

You can now associate multiple HubSpot users with a single CRM property (e.g., Deal Owner, Account Manager, Assigned Sales Rep). 

Why is this important? 

Previously, only one user could be linked to a "User" property - limiting collaboration in shared accounts. Now you can: 

• Assign multiple team members to a contact or deal; 
• Build more accurate reports filtered by all involved teams; 
• Set up advanced workflows (e.g., notify all assigned users). 

• Agencies managing clients with multiple owners; 
• Hybrid teams including Sales Reps, Account Managers, and Customer Success Managers. 
• B2B sales involving strategic accounts; 
  

Related reading: Artificial Intelligence and CRMs: The Future of Customer Management 

What’s new? 

HubSpot now lets you control which users or teams can create key CRM objects like Contacts, Companies, Deals, and Tickets. 

Key benefits 

• Encourage better CRM data governance; 
• Strengthen Marketing and Sales alignment by restricting object creation to specific roles. 
• Avoid data duplication from unregulated object creation; 
  

How to enable? 

• Go to Settings > Users & Teams; 
• Select the desired user or team; 
• Under “CRM Permissions,” choose which objects can (or cannot) be created. 
  
  

What’s new? 

HubSpot Super Admins can now build dynamic, conditional layouts based on specific CRM property values.  

Examples of dynamic layouts: 

• Display a "Disqualification Reason" field only when a deal is marked as lost; 
• Hide irrelevant modules depending on product type or market. 
• Show a "Renewal" tab only for Enterprise clients; 
  

Why it matters: 

• Reduced human error and fewer skipped fields; 
  
• Streamlined onboarding for new team members. 
• Cleaner, more intuitive interfaces; 
  

The HubSpot governance and admin tools enhancements reflect the company’s clear mission - empower teams with more control, flexibility, and security over commercial processes and customer data. 

With tools like multi-user CRM properties, advanced creation permissions, and conditional interface customization, your business gains the ability to tailor HubSpot CRM to its unique structure - improving collaboration, efficiency, and CRM usability. 

Whether you're scaling your operations or seeking to optimize your existing setup, these updates offer a tangible opportunity to streamline team workflows and drive results. 

Bonus: AI Tools Still Making Waves in HubSpot 

We should also don’t forget about other ongoing innovations, like the Breeze Agents and AI Workspaces from the Spring Spotlight. These AI-powered tools are revolutionizing business operations: 

• The Customer Agent resolves over 50% of support tickets, slashing closure time by nearly 40% (it's no surprise anymore that AI and automation are reshaping tomorrow’s world). 

• Also, with the Deep Research Connector, the HubSpot Customer Agent now delivers even more complete and contextual responses - integrating seamlessly with ChatGPT.