February 2nd, 2026

New Feature

Processes

Required Plan: Everyone

New Feature: Rule Visibility Customization

New setting available: Rule visibility.

  • Processes → Process Rules → Click into the Rule → In Page → See new section called “Rule Visibility”

What: The ability to change where process rules are visible in HubSpot and Salesforce.

  • Table view: Show the process rule in list views.

  • Board view: Show the process rule in card views.

  • Record view: Show the process rule in record pages.

  • Sidebars: Show the process rule in record sidebars.

Override: The individual rule settings will be overridden by the existing general settings.

  • Ex: If all visibility is turned off, then it won’t show regardless of the individual rule settings.

Additional feature: Bulk update!

  • Select the entire selection of process rules and update the visibility at once.