Redesigned Smart CRM index
The rebuilt Smart CRM index for Contacts, Companies, Deals, Tickets, Tasks and Custom Objects offers flexible board/Gantt/report views, collapsible filters, and AI column insights, live for all portals.
Entries on this page are generated by AI from vendor sources. How AI is used
259 changes: dated weeks starting in August 2026, plus vendor dates precise only to a week, month or quarter starting in this month. Older months load as you scroll.
States only move forward, and never two on the same day. Availability comes from release notes and documentation, never from press releases.
Dates are the vendor’s own. Methodology →
Nothing in the whole record matches these filters. Try fewer words or broaden your selection.
Within each period: major first, then notable; newest first in each group. Minor updates below.
The rebuilt Smart CRM index for Contacts, Companies, Deals, Tickets, Tasks and Custom Objects offers flexible board/Gantt/report views, collapsible filters, and AI column insights, live for all portals.
MCP tools let CX Coworker discover, create, and manage content templates, fragments, landing pages, and inline message content via natural language.
AI Studio agents can search, read and post Slack messages on a connected user's behalf across channels, DMs, threads and files they can access.
AI Studio connects to Treasure AI Voice so an agent can read meeting recordings, summaries, action items and transcripts directly in chat, read-only.
Journeys can define a holdout group in journey properties to measure incremental lift via CJA; limited to select organizations.
Users can add their own MCP connector to Composer by providing a URL and an optional access token.
Accounts can now build up to four independent RFM scoring models, each with its own metric, thresholds and time frame.
A Coworker skill detects anomalous spikes, drops, or flatlines in journey traffic and runs root-cause diagnostics.
Composable Audience Studio now tags its Snowflake queries with structured metadata, letting teams attribute warehouse costs and monitor usage per audience.
Android push notifications offer a Standard or Expanded layout picker, with show-entire-image cropping, multi-line expanded body text, a large-icon thumbnail, and a separate collapsed-state body.
The journey advanced expression editor can generate expressions from natural-language descriptions; now GA for all environments.
First-Party ID extends the recognition window for returning visitors on Safari and other restrictive browsers from 24 hours to 7 days.
Hive query engine now supports DROP TABLE, completing the basic table lifecycle alongside the CREATE TABLE support added in July, without switching to Trino.
A new Coworker skill, Loyalty Insights, answers questions about loyalty challenge performance and program data.
Early-access client-side tag execution health metrics: total executions, error counts and success rates by tag and event name.
Account admins can self-manage usage overage notification settings: alert thresholds, recipients, and weekly or monthly report delivery.
Treasure Code CLI gains commands to view and manage Personalization Studio campaigns, plus a saved session context for repeated commands.
AI chat interface for asking natural-language questions about server-side profile configuration, with permission-aware, read-only responses.
Applies LLM-based processing to real-time events or customer data via a configurable prompt, trigger and input/output attributes, producing a new event for downstream use.
MCP server that lets AI agents read and update server-side profile configuration using natural language, without the UI.
New connector imports Parquet files directly from an SFTP server, skipping a CSV conversion step; available in early access.
Now GA (9 Nov 2026). Current summary: In flows, Klaviyo uses AI to adapt tone and product names in SMS and RCS messages to each shopper's engagement, with automatic A/B tests against the original copy.
Generates suggested audiences based on business context and visitor data, scoped to common retail use cases.
AI assistant in the functions code editor that writes, updates, tests and debugs functions and trigger rules from natural language.
Saved AI Studio actions can now run automatically on a repeating schedule or cron expression, with run history and an enable switch.
Decisioning frequency capping can now be scoped to individual placements, with per-placement or placement-specific modes.
Operator can draft a new Canvas or edit an existing one from a natural-language description of entry criteria, delays, and messages, for review before launch.
Sets a default quiet hours window per channel across the whole workspace, respected by every campaign and Canvas in each recipient's local time zone unless overridden.
Weblayers can now trigger on real-time engagement signals like time on page, scroll depth, section visibility, exit intent and return visits.
New access labels can now be applied to entire datasets to control which users and applications may read or write their data.
Self-Serve Sources (Streaming SDK) reach general availability, letting partners build streaming sources with required OAuth or HMAC authentication.
Audience Sync to Google adds support for activating audiences through the Google Data Manager API.
Adds Azure Blob Storage as a Cloud Data Ingestion file-storage source, ingesting files as soon as they're written, like the existing Amazon S3 source.
Syncs data warehouse data directly into BrazeAI Decisioning Studio for reinforcement learning and AI decisioning, starting with Snowflake sources, without custom ETL jobs.
Adds Google Cloud Storage as a Cloud Data Ingestion file-storage source, ingesting files as soon as they're written, like the existing Amazon S3 source.
Lets teams write a SQL query against any warehouse table or view to create and edit Cloud Data Ingestion syncs, across Snowflake, Redshift, BigQuery, Databricks, and Fabric.
A no-code option to create Cloud Data Ingestion User Attributes syncs by mapping warehouse table columns to Braze fields, for simpler cases than the SQL editor.
Now GA (17 Sep 2026). Current summary: Shows the live request and response for each Connected Content call in Preview & Test — URL, method, status, headers, payload, duration, and cache status — across messaging channels and Banners.
Now GA (15 Oct 2026). Current summary: Adds Content Optimizer step status labels (Learning/Optimizing/Action Recommended), pre-launch misconfiguration checks, per-user variant-combination tracking, and three new Currents event types.
Lets teams set volume thresholds on Canvas entries or sends, checked on a schedule, with email or webhook notifications when a rule is met.
A KakaoTalk message format with up to six scrollable cards, each with an image, header, message, optional URL, and at least one button.
Landing pages support custom form blocks and a JavaScript bridge to capture custom form input and sync client-side events and attributes.
Lets teams split a long landing page form across multiple steps in a single Form row, with a built-in confirmation step after submission.
A landing page block lets users view, opt in to, and update their email subscription groups.
Extends Operator's natural-language actions to more dashboard pages, including report building, template and Content Block lists, user import/management, and predictions.
Braze surveys collect feedback in in-app messages and landing pages that can be analyzed and used in follow-up messaging.
WhatsApp Template Builder adds in-composer template creation, carousel response messages, and new Utility and Flow template types.
AI assistant that generates SQL queries from natural-language prompts in the advanced query configuration for cloud data sources.
The external audiences endpoint now supports uploading B2B account audiences directly into Experience Platform.
Real-Time CDP B2B Edition now supports time-series relational schemas in custom objects for segmentation.
Batch ingestion limits raised to 25,000 files and up to 1 TB per batch, with clearer errors when batches exceed limits.
Braze source connector, previously in beta, is now generally available for ingesting marketing automation data.
Capillary loyalty source connector, previously in beta, is now generally available.
Didomi consent source connector, previously in beta, is now generally available for ingesting consent data.
New private beta triggers an immediate resend of an audience's full membership to select streaming destinations, gated via Adobe representative.
Rainfocus analytics source connector, previously in beta, is now generally available.
Relay marketing automation source connector, previously in beta, is now generally available.
New beta lets you trigger audience evaluation for a specific audience on demand, without waiting for a scheduled run.
Shopify Streaming ecommerce source connector, previously in beta, is now generally available.
New beta Talon.One source connector ingests loyalty transactions and streaming events, in both batch and near-real-time modes.
New ZoomInfo Account Audiences destination activates account-level audiences for account-based marketing use cases.
Orchestrated campaign emails can personalize From and Reply-to name/address per recipient, in Limited Availability.
Orchestrated campaigns can now define Quiet Hours windows that block sends during set time periods.
Orchestrated campaigns can now schedule outbound sends in controlled waves over time instead of all at once.
Renamed and redesigned interactive API reference adding onboarding guidance, key-type visibility, live-call testing and US/EU switching.
Iterable auto-generates a summary of each saved or published journey that Nova Agent and other agentic workflows can query.
Batch Journey A/B Test steps can now reassign a fresh variant when a profile re-enters, avoiding stale sticky assignments across recurring runs.
Publishes Complete CDP tables as an Iceberg catalog so Snowflake and Databricks can query them in place without copying data; not enabled by default, turned on by Treasure on request.
Coworker for Marketo Engage (formerly Marketo AI) provides agent skills, including Product Knowledge and Investigate Leads, that automate marketing tasks and is now available to all users.
The Marketo Engage MCP server bridges AI assistants and Marketo Engage, exposing more than 100 operations across forms, programs, smart campaigns, people, emails, snippets, lists and folders.
Lets users save a recurring multi-step prompt as a reusable action in a work folder, rerun with one click or a slash command.
Now GA (2 Oct 2026). Current summary: Orchestrated campaigns can send LINE messages, including text, stickers, images, videos, location data and Flex Messages, directly from the campaign canvas for markets such as Japan.
Company Surge® signals from Bombora are now native in HubSpot, surfacing company-level research intent on records and feeding workflows, segments, scoring and company views.
Now GA (4 Sep 2026). Current summary: The rebuilt Smart CRM index for Contacts, Companies, Deals, Tickets, Tasks and Custom Objects offers flexible board/Gantt/report views, collapsible filters, and AI column insights, live for all portals.
Adds 260+ tools to the existing Klaviyo MCP server, so AI agents and developers can read data, build segments, run campaigns, author flows and manage catalogs from Claude, OpenAI or custom agents.
New ready-to-use dashboards, branded B2B Analytics for Marketers, measure B2B marketing impact.
BigQuery access to Complete CDP tables through Open Catalog Access is available as an experimental integration.
Archiving a folder now disables and deschedules all campaigns within it, preventing archived Smart Campaigns from executing unexpectedly.
Always-on campaigns can now be pulled, edited locally as YAML, and pushed back via Treasure Code, matching CLI workflows for templates.
Wait activities can now use Send-Time Optimization so Adobe's AI picks when to continue to the next step.
AI Studio chats can now read, write and move files across all of a user's work folders instead of only the current one.
API-triggered email campaigns can now attach up to five static or recipient-specific PDFs from Data Landing Zone.
Per-attribute rules that decide which value wins when two visitor profiles are stitched together.
Each AI Studio chat now runs in its own isolated environment; files the AI writes outside a work folder are deleted with the chat.
Content Simulation was redesigned around a single scrollable grid view with a consolidated testing action bar.
The high-throughput transactional messaging add-on, previously email-only, now also covers push at up to 5,000 tps.
Starting with API version /2026-09/, HubSpot will enforce admin-configured validation rules on all CRM API write paths for creating or updating records.
A new Settings billing dashboard shows per-account spend breakdowns, historical trends and detailed invoices.
Behavior Activation now supports up to four linked behavior tables per activation via the Audience API, up from a single table; Console support pending.
Meta Dataset Quality Import connector now tracks quality scores for offline conversion events alongside existing web event metrics.
Salesforce Marketing Cloud V2 export connector now supports composite primary keys of up to four fields when creating Data Extensions.
Content generation can source brand images from AEM Assets Essentials using Balanced, Assets, or Creative modes.
Connector metadata attributes (connector name, action name, audience ID, event feed name) can now be mapped to vendor parameters without hardcoding.
New export connector uses Google's Data Manager API to keep sending enhanced conversion events to Google Ads after Google retired the legacy API.
LINE OA becomes a supported delivery channel for Always-on Campaigns in Engage Studio, on parity with email and push, supporting text, Imagemap and Flex messages.
Ads move through a review and approval process in Ad Studio, with a kanban status board and full status/comment history.
Context Hub can ingest Snowflake semantic views or Databricks Unity Catalog metric views so agents interpret terms using governed definitions.
Custom Agent that answers plain-English analytics questions by auto-selecting and running the right analysis across five modules.
Adds bot click detection and configurable IP/User-Agent blocklists to email open and click tracking, plus maintained default lists.
Lets a Custom Agent delegate to other agents within one session, running sub-agents in parallel and consolidating their output.
Caps how many times a user can receive a specific periodic or event-triggered campaign within a defined sliding time window.
Marketers can build custom Merlin AI agents with their own guardrails and full visibility of each step; Custom Agents are live on all MoEngage data centres.
Custom Agent that turns plain-English requests into confirmed audience segments, reusing existing logic and requiring sign-off.
An Agentforce agent runs inbound lead generation and high-volume lead nurturing across marketing channels; its setup builds a Buyer Engagement data graph, deploys the conversation data kit and turns on transcripts.
Reviewers can pin comments to a spot on a static or video ad in the visual editor and mention teammates for feedback before launch.
Agents can read and analyze journey definitions, runs, and logs to help debug issues or explain journey performance.
A new FreeWheel Data Suite destination creates and maintains FreeWheel segments with incremental membership updates for CTV targeting.
A new Purchasely destination syncs audience membership into custom audiences to personalize in-app paywalls.
Super Admins can approve apps, control who can install them, and restrict data permissions per app, including AI connectors.
Landing pages built in Claude Design using HubSpot context can be pushed into HubSpot as a draft to review and publish.
A searchable catalog of pre-built CRM, Workflow and Shopify actions replaces single-form setup, with Action Gaps surfacing missing config.
A HubSpot connector for Gemini brings HubSpot data into Gemini to generate content and insights, and act on it back in HubSpot.
HubSpot now supports configuring multiple identity providers for SSO within a single account, removing the one-IDP limit.
Adds scheduling with notifications, selectable model tiers, workspace-level memory, and new tool integrations to Custom Agents.
Revamped Data API backend adding rate-limit headers, request IDs on responses, IP whitelisting, and gated Get User API access.
Adds bring-your-own-key PGP encryption for archived messages to S3 or SFTP, as an alternative to KMS encryption.
Recommenders suggest the best-performing image to use when building email content.
Completion actions automatically create follow-up tasks when a campaign or flow step finishes.
Easier UI to add new fields and individual records to a Marketing Object.
The Sales Data Kit can now be managed independently of other data configuration.