Announcements
April 7, 2026The HubSpot Admin Skillset for 2026: What You Need to Know Now
HubSpot admins are no longer just system stewards; they’re architects of scale, personalization, and growth. And as Kyle Jepson reminded us at INBOUND 2025, the skills that made admins successful in the past aren’t enough for where HubSpot is headed next.
Jepson’s session was a rapid-fire tour of new features, pro-level tactics, and thoughtful strategy for navigating a more powerful HubSpot platform.
Whether you’re brand new or a seasoned admin, these are some of the skills you need now to keep your teams moving fast and working smart in 2026, straight from one of the best teachers in the HubSpot universe.
1. Build Personalized CRM Experiences at Scale
Admins now have significant control over how record pages are structured and who sees what. HubSpot's layout editor lets you define conditional views by lifecycle stage, team role, or any property value, giving each user the context they need.
Beyond conditional visibility, admins can now leverage multiple view types for index pages: board view (now available for contacts and companies, not just deals), calendar view for date-based planning, and report view that lets you analyze filtered data without leaving the page (live or in public beta, depending on your portal).
What to do now:
- Customize record views (contacts, companies, deals, tickets) using conditional logic
- Create different tab or card layouts based on team, deal stage, or customer type
- Set up board, calendar, or report views for more visual ways to work with your data
2. Master the New Data Hub and Enrichment Features
- Use the Data Quality dashboard regularly to monitor for duplicates, gaps, and inconsistencies.
- Run enrichment and data quality scans across contacts and companies (manual or continuous, depending on your Data Hub tier).
3. Automate Smarter with Action Sets and Governance
If you’ve been copying the same workflow steps again and again, it’s time to change that. Jepson championed action sets: reusable workflow blocks you can drop into any new automation. And with required properties, you can enforce consistency and reduce mistakes as teams scale.
What to do now:
- Turn frequently used workflow sequences into reusable action sets.
- Define required properties that must be filled out before a workflow can be created.
4. Embrace Marketing Studio as Your Campaign Command Center
- Use the Marketing Studio canvas to plan your next campaign visually, mapping and organizing assets, and connecting actions.
5. Segment and Customize Based on CRM Data
- Use segmentation tools and enriched data to build dynamic user views.
- Apply conditional visibility settings to CRM layouts so that each user sees only what they need.
- Configure SLA pausing rules for Service Hub workflows
6. Monitor Data Changes Before They Become Problems
The "Analysis" tab inside the data model gives you a retroactive view of changes across contacts, companies, deals, and more, helping you catch mistakes before they become emergencies.
What to do now:
- Add a reminder to review the Analysis and Limits tabs at least monthly.
- Investigate unexpected spikes in contact creation, associations, or workflow activity.
7. Support Content Operations with Remixing and Smart Tools
“No more staring at a blank page. Just take what you've got and repurpose it and expand it and promote it.” — Kyle Jepson
What to do now:
- Try out Content Remix with a high-performing blog, video, or podcast.
- Use the drag-and-drop campaign planner to visualize how remixed content fits into broader strategy.
- Experiment with the video editing tools built into Content Hub for captioning and branding
The Takeaways
- Personalization powered by CRM logic and segmentation
- Automation frameworks that scale without chaos
- A data strategy that’s proactive, not reactive
- AI tools that support smarter content workflows
Watch Jepson’s full session:
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