Switching week: the HubSpot import, rebuilt reports, and the notetaker joins Teams

Call this one switching week. Most of what shipped is for the moment you move in: bringing a whole CRM across from HubSpot in one run, reports you can actually trust once the data lands, and the notetaker showing up wherever your meetings happen - now including Microsoft Teams.

Move in from HubSpot in one run

The import surface has a new card: HubSpot. Connect your HubSpot account and Ahoy brings over contacts, companies, deals, and notes in a single run - filed against the right records, with the relationships between them intact. No CSV exports, no field-mapping homework; the same one-click shape as the Attio and Lightfield imports.

It's rolling out now - if you're moving off HubSpot and want it switched on, ask us. And if you're still deciding, we wrote up what actually moves and when to time the switch.

Reporting, rebuilt

Reports got a ground-up quality pass: a cleaner look that matches the rest of Ahoy, a bigger preview while you build, and a stack of fixes underneath. Reports can also now filter by fields on related records - deals by their company's industry, contacts by their company's size. Last week your tables learned to see across records; this week your reports did.

The notetaker joins Microsoft Teams

The meeting notetaker now joins Microsoft Teams meetings, alongside Google Meet and Zoom. If your company runs on Microsoft 365, your calls get the same treatment everyone else's do: the notetaker attends, the transcript lands on the right records, and the follow-up work gets prepared.

Your org's defaults, in one place

Settings has a new CRM defaults section: org-wide choices that used to be scattered or fixed. Decide whether Ahoy creates companies automatically from new contacts - including the ones enrichment finds - and set your org's default currency, all in one place.

Notes grew up

Notes now carry headings, links, and inline code, so a real document survives being a note. Pasting got smarter too: tables and lists from Word or a webpage come through as tables and lists, not a smear of spacing.

Also this week

• Phone numbers are sortable - ordered by country, with the country's flag shown in the cell
• Triage AI actions by touch: dismiss or approve straight from the row on a phone or tablet
• Texts synced from Quo now show the message itself on the timeline, not just that one happened
• Ahoy sets your timezone from your browser, so times read right without a settings trip
• The Help menu links to the new support docs at support.ahoy.ai

Fixes

And the polish that adds up: a round of refinements that make every day in Ahoy feel a little tighter:

• Daily exchange rates now refresh across the full currency set, so converted amounts stay current in every currency
• Record-update emails now present rich-text fields with their formatting intact
• Agent-written emails have improved formatting for lists
• Filter pills now read as plain language and stay crisp in light and dark themes alike
• The entity search dropdown has a better empty state
• CSV imports got another polish pass: cleaner column names, field types that stick, and a preview that shows currencies, dates, and pipeline stages exactly as they'll land