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HubSpot updates

HubSpot updates

Gem Rugg-Gunn
Gem Rugg-Gunn

Keep up-to-date with all of HubSpot's 2023 product updates here. Each month, we'll update this blog with the showstopper and small-but-mighty updates you need to hear about to unlock to potential of your HubSpot portal.

December 2024:

Breeze 

  • [All Hubs] Email digests- You can now set up daily, weekly, or monthly email digests within buyer intent.
  • [All Hubs] Breeze Intelligence Enrichment Workflow Action - That means you can now specifically choose records to be automatically enriched, when and how you want using workflows.
  • [All Hubs] High-intent Page  Recommendation- HubSpot will help you define intent by recommending high-intent page paths based on your website visits and HubSpot lifecycle or deal stage conversion data.

Breeze 

  • [Enterprise] Add data to users with custom user properties- You can now add custom properties to users and create a management hierarchy for users.
  • [Enterprise]Permissions to edit and view specific list- You can now assign edit access to specific users and teams for any list.
  • [Enterprise] Automated Scheduling for Backups- Automate CRM data backups with weekly or bi-weekly scheduling options.
  • [All Hubs] Emails index page - HubSpot have built the emails index page, where you can bulk manage your portal's 1:1 emails.
  • [Enterprise] Track Property Changes with Property Change Events - Property change events allow you to track and utilize change history for reporting, customer journey analytics, segmentation, and automation. This includes using change metadata such as timestamps, initiators, previous values, and current values.
  • [Enterprise] Get Notified for Audit Log Events - Admins can now set up notifications for specific events in the Audit Logs, enabling them to monitor their account activity proactively as opposed to having to go to the audit logs to monitor activity.
  • [Pro] Regular expressions for property validations - Now you can use regular expressions to define property validations. Regular expressions are specific sequences of characters, which help identify when information doesn't follow a correct sequence. When used in property validation rules, regular expressions help maintain data quality in your CRM.
  • [Pro] Create note workflow action- Users can now automatically create notes using this new workflow action. Notes can incorporate any workflow data, such as enrolled record properties, associated record properties, and runtime data like action outputs.
  • [All Hubs] Merge/Create  permissions- HubSpot have added new permissions enabling admins to control who can merge/create Contact, Company, Deal, Ticket, and Custom Objects.
  • [Pro] AI Predictive Trendlines- You can now leverage AI to forecast future data trends in your reports.

Sales Hub

  • [Pro] Configurable Send Throttling- Admins can now control the amount of emails users can send through a HubSpot connected account per minute.
  • [Pro] Analyse meetings in the custom report builder - Meetings is now available as a selectable data source during the first step of building a custom report. This, along with the addition of a few new meetings properties, has opened some new reporting capabilities.
  • [Pro] Multiple email signatures - Users can now set up and use multiple email signatures in the CRM.
  • [All Hubs] Sales Hub in Google Calendar - Introducing Sales Hub in Google Calendar, a new feature of the HubSpot Sales Chrome extension. Now, you can effortlessly log meeting outcomes, prepare for upcoming meetings, and follow up​ —all from your Google Calendar.
  • [Sales Hubs] Block (Free) Email Domains from Scheduling Meetings - For each of your scheduling pages, you can now choose to add a rule to block visitors with free email domains or any specific email domains from being able to book time on your calendar.
  • [Pro] Sales Workspace - The sales workspace will replace the existing prospecting workspace. To minimize disruptions, we are rolling it out in phases.

Marketing Hub

  • [Pro] Social Inbox Re-envisioned with YouTube Comments & Mentions - A hint at what’s new: You can now respond to all your public social media comments and mentions from one unified inbox. (Plus much more)
  • [Enterprise] Workflow Metrics with Most Travelled Path and Version Filtering - The workflow editor now shows aggregate conversion and performance data to help customers understand each part of their workflows. 
  • [Pro]  Compare Campaigns: Export & custom properties - Compare Campaigns tool: Compare the performance of your Campaigns' custom properties for deeper insights and easily export all campaign insights via PDF for convenient sharing and analysis
  • [Marketing] Block form submissions from specific email domain - You can prevent visitors with email addresses containing specific domains from submitting Forms create in the new Forms Editor.

Service Hub

  • [Service Pro] Balanced ticket assignment for Email and Forms in Help Desk - Within email and form Automation subpages of Help Desk Settings, Admins can change the default rotation method from 'Random' to 'Balanced'. Choosing Balanced will distribute tickets to the target users based on their currently assigned, open tickets. The user with the lowest number of open, assigned tickets will be assigned a new ticket. In this way, Admins can make sure their email, forms, live chat, WhatsApp, Facebook Messenger, and custom channels are all assigned consistently based on their user's open, assigned tickets.
  • [Service Pro] Migrate your existing knowledge base - Our previous release "Customization tools for new knowledge bases" required that users start from scratch to take advantage of new customization features. With this update, we offer an easy path for existing customers to migrate their legacy knowledge base to the new platform!
  • [Service Pro] Reporting on SLA Operating Hour performance in Help Desk - With this new functionality, support leaders will be able to deduct new kind of insights from the SLAs set in their portal.
  • [Service Pro] Customise Out-Of-Office Behavior of Customer Agent- Custom Hand-off Messages give businesses more control over how their Customer Agent handles unresolved queries. By customizing when and how human agents take over, admins can ensure seamless transitions and deliver smarter, smoother experiences. This added functionality provides the perfect balance between automation and human touch, helping admins meet customer needs and exceed expectations.

November 2024:

CRM

  • [Enterprise] Revenue in Customer Journey Analytics
  • [All Hubs] Bulk update User email domains
  • [Enterprise] Convert Active to Static Lists on Schedule
  • [All Hubs] Quickly Exclude Records from Active Lists
  • [Ops Pro] Identify Missing Data in the Data Quality Command Center
  • [Pro] Enhanced 'New contact' Reporting in Campaigns
  • [Pro] Anomaly Detection on Reports
  • [Pro] AI Predictive Trendlines
  • [Pro] Task workflows
  • [Pro]  Create note workflow action
  • [Pro] Regular expressions for property validations
  • [All Paid Hubs] Restore from Data Backup

Sales

  • [Pro] Multiple email signatures
  • [Pro] Configurable Send Throttling
  • [Sales Hub] Block (Free) Email Domains from Scheduling Meetings
  • [Pro] Chat with Copilot during live calls
  • [Sales Hub Pro] Weighted and even distribution for meeting rotations in scheduling pages
  • [All Hubs] Sales Hub in Google Calendar

Marketing

  • [Pro] Content Hub: Podcast Remix
  • [Pro] Remix Case Studies
  • [Content Pro] Add Podcast & Case Studies to Campaigns 
  • [Content Pro] AI A/B Testing for Landing Pages
  • [Pro] Instagram Stories on Mobile
  • [Pro] Countdown Timer in CTAs
  • [Pro] Marketing events data now available in custom report builder
  • [Pro] Important Campaign UTM improvements
  • [Ent] AI translation for Email - Private Beta
  • [Pro] [Campaign Impact Reporting] Campaigns ROI

Service Hub

  • [Service Pro] Test and train your Customer Agent in minutes
  • [Service Pro] Help Desk Analyze Tab
  • [Service Pro] Help Desk Summary Tab
  • [Service Pro]  Create and View Tasks from Help Desk Sidebar
  • [Enterprize] Conditional Properties in Playbooks
  • [Service Pro] Improve ticket resolution time with Reply Recommendations in Help Desk
  • [All Hubs] View and Edit Email Conversation History in Help Desk and Inbox
  • [Service Pro] Rep Availability Reporting
  • [Service Pro] Send options in help desk - Private Beta
  • [Service Pro] Updated Outbound Calling experience in conversations Inbox
  • [Service Pro] Help Desk Message Analytics
  • [Service Pro] Ticket Splitting in Help Desk


October 2024:


CRM:


  • [All Hubs - Beta] Weekly Product Updates Roundup - Super admins can now subscribe to email notifications for Product Updates.
  • [All Hubs - Live] View updates scheduled to release to your account - You now have access to a calendar and table view of the upcoming product release schedule.
  • [All Hubs - Live] Portal level unsubscribe link setting - Admins can now control if unsubscribe links are used in 1:1 emails for all users.
  • [All Hubs - Beta] Automatic silencing of noisy notifications - Users will get an email suggesting they turn off notifications they haven't engaged with.
  • [All Hubs - Live] "In between" operator for lists and workflows - You can now filter on numerical and date properties using a new “is between” operator.
  • [All Hubs - Live] Datetime Properties in Workflows, Sequences, and Snippets - Datetime properties will now display both the date and the time, when used as personalization tokens in workflows/sequences/ snippets.
  • [Pro - Live] New objects and data templates - With new objects and data templates, users can accelerate their CRM setup and expand their data model.
  • [Enterprise - Beta] Manage view and edit property access in workflows - This ensures that every team member can edit workflows according to the permissions granted for each property.
  • [Enterprise - Beta] Data Entry Suggestions - By using AI to analyze activity data such as notes, HS suggest information to fill property records, which users can accept or reject.
  • [Enterprise - Live] Dataset and custom event imports can now be started from within the import tool
  • [Enterprise - Live] Conditional formatting in table visualizations within reporting - This enables you to format cells based on specific conditions to highlight patterns and trends in data.


Sales Hub:


  • [Pro - Live] Contact Search for Outbound Dialer - Search by name, email, phone number, or company name, and instantly dial.
  • [Pro - Live] Saving Line Items to the Product Library - You can now save line items to the Product Library when leveraging Deals, Quotes, Invoices, Subscriptions, and Payment Links.
  • [Pro - Beta] Content recommendations for Inbound Calls - Reps can now receive real-time content suggestions while on Inbound calls.
  • [Pro - Live] Lead Scoring - It enables the creation of both engagement scores, which measure a contact's level of engagement based on their actions and interactions, and fit scores.


Marketing Hub:


  • [All Hubs - Beta] Estimated Email Size in Marketing Email Editor - Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with visibility into their total email size to help reduce the impact of client clipping.
  • [All Hubs - Beta] Mobile Optimised Email - You can now optimise your drag and drop marketing emails for mobile.
  • [All Hubs - Live] Add Sequences to Campaigns - You can now add your first sales asset type to a campaign: sequences.
  • [All Hubs - Live] URL Personalisation Token Support in Email
  • [All Hubs - Beta] Simplify how contacts resubscribe via form - Gain back previously unsubscribed users.
  • [Starter - Live] Progress Bar in the new Forms tool - A progress bar provides visual feedback, showing users how far they've come and how much remains.
  • [Pro - Live] Smart Content for CTAs - You can now create smart content variations for CTAs directly within the new CTA editor, enabling more personalized experiences for your website visitors.
  • [Pro - Beta] Marketing events data now available in custom report builder
  • [Enterprise - Beta] "Top events" in Customer Journey Analytics - When you aren't sure which events you want to select next, we'll go ahead and find the most common "next steps" that happened next.


Service Hub:


  • [Pro - Live]  AI-Generated Ticket Names in Help Desk - Customers can now use AI to generate ticket names in help desk via a button in the ticket header.
  • [Pro - Beta]  Updated Outbound Calling experience in Inbox - This update provides a new method of placing Outbound Calls from existing Inbox threads.


September 2024:

Want to know the biggest updates from INBOUND? Take a look at our special edition!

August 2024:

Update of the month

ChatSpot

ChatSpot is basically your new AI sidekick for HubSpot. It's like having a super smart assistant that can help you with everything from writing emails to analysing companies ready for outreach. The best part? It's built right into HubSpot, so you don't have to switch between tools. 

Want to find out more? Watch our webinar on demand where we demo it.

 

For the HubSpot admin

  • [Beta - Enterprise] HubSpot can support customers who store HIPAA data by providing the tools and technical infrastructure designed to keep sensitive health information safe.
  • [Live - All Hubs] You can now create lists of tickets, orders and carts.
  • [Beta - All Hubs] The new Data Quality Digest highlights data issues, tracks ongoing maintenance needs, and helps to proactively resolve data problems. 
  • [Beta - All Hubs] You now can have a manual export of all contacts, companies, deals, tickets, and more to ensure your portal is backed up.
  • [Beta - Enterprise] Admins can now import translations for custom properties (including custom pipelines and custom pipeline stages) and custom object labels in HubSpot-supported languages.
  • [Beta - All Hubs] You can now save any combination of applied quick and advanced filters to create a saved filtered view on report dashboards.
  • [Beta - Ops] In addition to the existing ability to accept or reject our recommendations in the Fix Formatting Issues tool, you can now edit the record directly within the app.
  • [Live - All Hubs] If you include a Date and Time property in your import, you'll now be able to specify the intended timezone of the data in your import file.
  • [Live - All Hubs] You can quickly create new records without navigating to other pages and losing your place with 'quick create'.
  • [Beta - All Hubs] The new allbound timeline card offers a calendar visualisation of activities so that you can see what has happened.
  • [Beta - Pro] You will now be able to set validation rules for certain default properties in HubSpot's Smart CRM.
  • [Live - Enterprise] Admins can now undo Contacts deleted by their users and download the data their users exported without leaving the Audit Logs page.
  • [Live - All Hubs] The new Association Stage Tracker card will let you display a stage tracker and up to 4 properties from associated records from the record middle column. See below!

 

For the Marketing team

  • [Beta - Enterprise] Audiences are available in Smart Content which means you can even more precisely and scalably personalise your website content
  • [Live - Pro] The workflow editor now shows the Enrollment History together with the workflow diagram, see below!
  • [Beta - Enterprise] The workflow editor also shows aggregate conversion and performance data, which is visualised on each workflow's diagram.
  • [Live - Pro] The Workflows Health Tab allows you to quickly discover potential health risks across all of your workflows.
  • [Beta - Pro] AI-powered gibberish detection identifies incoming form submissions with gibberish data in the contact first name, last name, and message properties.
  • [Live - Enterprise] Now if you want to view the journey of a user who has interacted with ANY asset in a campaign, you can with customer journey analytics and the marketing influenced touch point.
  • [Live - Pro] Member blogs allow website visitors to register an account to view private blog content. You can now enable crawling on a post by post basis, allowing bots to read the entire blog content.

 

For the Service team

  • [Beta - Pro] Company health score is a new tool that gives you the ability to weight properties and activities taken by contacts and roll them up to a score on the company record.
  • [Live - Pro] "Out-of-Office" functionality available for Inbox and Help Desk, allowing you to manage user availability during planned absences.

 

For the Sales team

  • [Live - All hubs] You can create, organise, and apply tax rates on individual line items across all tools.
  • [Live - All hubs] You can now create invoices from line items within deals.
  • [Beta - Pro] The meeting prep arena provides detailed attendee information, suggested activities recommend prep steps and relevant research to help you with your upcoming conversation.
  • [Beta - Pro] You can now make outbound calls using the calling remote. 
  • [Beta - Pro] In the new Sales Workspace, salespeople can now build pipeline and close deals from one place. This enables BDRs, Account Executives, and full-cycle reps to orchestrate their full funnel of sales activities. See below!
  • [Live - Pro] You can now create a weighted rotation for booking meetings through the CRM. 
  • [Live - Enterprise] You can now add an approval process to your sales pipelines, requiring deals to be reviewed and approved before progressing.
  • [Live - Enterprise] Admins can now require reps to create a follow-up lead in the future after disqualifying a lead for a particular reason.
  • [Beta - All hubs] If you use Microsoft Teams Phone, you can now automatically log phone calls to the relevant HubSpot records.

 

July 2024:

Update of the month

User Objects [NOW LIVE]

We discussed this last month when the update was in Beta, but now it's live across all portals! The user object now offers you a new perspective on your employees and staff. It provides insights into areas such as who has their email connection set up and the number of deactivated users you have.

Want to find out more? We wrote a hack about it.

 

For the HubSpot admin

  • [Live - Enterprise] A new "Sensitive Property Value" category is viewable in the audit logs making it easier to filter and track changes to critical property values, viewing both old and new data.

  • [Beta - All Hubs] You can now easily create segmented lists based on any order or cart or ticket properties giving you another way to segment your database

  • [Beta - Enterprise] You can now store personal, protected health information (PHI) in HubSpot while complying with HIPAA regulations.

  • [Live - All Hubs] They’ve streamlined the import process in HubSpot by removing unnecessary steps, making it quicker to import your data.

  • [Live - Enterprise] Data sync now supports two-way multi-select field mapping for defining business units across different apps.

  • [Live - All Hubs] Set a unique sound for every notification you receive so you never miss an urgent chat or task again.

  • [Live - Pro] Users are now available in single AND multi-object Reports so you can easily see how the team is engaging and using the system.

  • [Beta - Enterprise] Map employee data onto user profiles for better organisation and insights and trigger specific workflows or actions within HubSpot.

  • [Beta Ops Enterprise] You can now import data directly into the datasets tool in Operations Hub Enterprise without mapping it to the HubSpot data model.

 

For the Marketing team

  • [Beta - Pro] New calendar date and date property trigger settings for workflows means you can send actions or tasks before a specific date like a contact ending.
  • [Beta - Pro] The new Workflows Health Tab provides a centralised location to monitor the overall health of your HubSpot workflows.
  • [Live - Pro] The Campaigns 'budget' tab now automatically syncs budget and spend data from associated Ad campaigns removing manual effort.
  • [Beta - Pro] New workflow actions for associations means you can streamline association management within your CRM. These actions allow you to automate tasks previously manual.
  • [Live - All hubs] Global Search bar will show you search results you have recently clicked on the most at the top, even if other companies have names or properties that match your search term.

 

For the Service team

  • [Live - Pro] You can collect consent from survey respondents, ensuring adherence to GDPR regulations.
  • [Live - Pro] Creating and managing memberships now happens within a single application, "Memberships". This replaces the previous system reliant on list memberships.
  • [Beta - Pro] "Out-of-Office" functionality available for Inbox and Help Desk, allowing users and admins to manage user availability during planned absences.
  • [Live - Pro] You can now set more granular rules when using the Pipeline Rules feature, now available not only for Deals, but also Tickets.

For the Sales team

  • [Beta - Enterprise] Add an approval process to your sales pipelines so you can require deals to be reviewed and approved before progressing.
  • [Beta - All hubs] Add granular tax rates to individual line items if you're selling products or services with varying tax implications.
  • [Live - All hubs] Customise statistics card to show metrics like pipeline value or average support ticket resolution time right on the record page and at a glance.
  • [Live - Pro] Admins can now require reps to create a follow-up lead in the future after disqualifying a lead for a particular reason via the "re-attempt leads" option.
  • [Live - Pro] Deal Insights on Custom Views is now available and provides a valuable summary of key deal information directly within your deal views.

 

June 2024:

Update of the month

User Objects

We know that CRM Admins and Managers desire more insights into how their teams are (or are not) interacting with HubSpot in order to make data driven decisions. By enabling reporting on Users, these leaders can now get a more complete understanding of their team's portal usage and help their team focus on improving usage where it matters the most for their business.

Want to find out more? Enrol in the Beta.

 

For the HubSpot admin

  • [All Hubs Pro+] - Deal Velocity & Contact Lifecycle Stage Velocity is now in the Stage Tracker card for the record middle column so you can dig deeper into how quickly your record progressed through prior stages.

  • [All Hubs] - The new delete functionality in the Fix Formatting Issues Tool solves a major pain point by giving you complete control over your data.
  • [All Hubs Pro+] 'View Record Access' is now available in the dropdown of Actions within a CRM Record so you can see what users have access to, who are the owners of the record, and what is the change history of the owners.
  • [All Hubs Pro+] - You can now compare permissions between users and permission sets using a new Compare Permissions feature.
  • [All Hubs Pro+] - You can generate single-object reports with AI faster and easier than ever.
  • [Sales Pro] - Sync Properties is a new property type that you can use to copy a property value across objects, eliminating the need for manual entry or workflows to keep two properties in sync across objects.
  • [All Hubs Pro+] - Bookmarks in the navigation that allows each user to personalise their experience based on frequent workflows and preferences.

 

For the Marketing team

  • [Marketing Hub Pro+] - Reorganised navigation + keyboard shortcuts in Workflows making it quicker and easier to build.

  • [Marketing Hub Pro+] - New options for "One property or action output" branching meaning you can branch on new properties like numbers.

  • [All Hubs Pro+] - You can now trigger a workflow associated with a specific object from a playbook submission.

  • [Marketing Hub Starter] - You can upload and use custom fonts within new CTAs.

  • [All Hubs] - The Subscription type filter on the Email Health tab allows users to view the email health of only their transactional or marketing email subscription types.

  • [All Hubs] - You now have a comparative view between bot-included and excluded rates helping measure the real state of your email campaigns.

 

For the Service team

  • [Service Hub Pro] - Conditional display logic is available on the help desk sidebar so you can configure property cards to display when criteria is met.

  • [Service Hub Pro] - Aircall can be connected to the help desk to help streamline process and negate the need to jump between systems.

 

For the Sales team

  • [Sales Pro+] - You can create a weighted rotation for booking meetings.

  • [Sales Pro+] - New API allows you to create and manage lead records in your portal, as well as sync lead data between HubSpot and other systems.
  • [Sales Pro+] - Sales reps can now receive email and in-app notifications when a new leads is assigned to them.
  • [Sales Ent] - You can add an approval process to your sales pipelines, requiring deals to be reviewed and approved before progressing.
  • [Sales Pro+] - Users can set their currency in the forecasting app, enabling them to view forecast data and submit manual forecasts.

 

May 2024:

Update of the month

All-New Customer Success Workspace

A brand-new dedicated workspace designed to help customer success managers drive their book of business and increase retention. This workspace reminds CSMs of their daily tasks, allows them to create custom views of their most important segments to prioritise outreach, and helps them monitor activities from their key accounts.

 

For the HubSpot admin

 

  • [All Hubs Pro - Live] Custom Report Builder gauges can now show trends over time for a more complete performance picture.

  • [All Hubs - Public Beta] You can store sensitive data securely with access controls, enabling better collaboration and reporting.
  • [All Hubs - Private Beta] Define default rules for associating activities, saving you time and ensuring consistent data.
  • [All Hubs - Live] Improved bounce handling prevents bounced emails from creating misleading analytics.
  • [All Hubs Pro - Live] AI assistant to build workflow actions.

  • [All Hubs Pro - Live] View the association label history for updates to association labels and their limits.
  • [All Hubs - Live] Create activities from the preview sidebar on multiple pages outside of the record.

 

For the Marketing team

  • [Marketing Hub Ent - Private Beta] 'Audiences' helps you segment your audience including anonymous visitor for more insights.
  • [Marketing Hub Pro - Live] - Add marketing events including offline event data to a campaign, and, create a new event from within the ‘Add assets’ modal.
  • [Marketing Hub Pro - Live] There is a new 'Export' CTA in the 'influenced contacts' modal to improve UI.
  • [Marketing Hub Pro - Live] Blog post narration converts blog post content into engaging text-to-speech audio through an embedded module.
  • [All Hubs - Live] New top navigation in the Marketing Email Editor for streamlined work.

 

For the Service team

  • [Service Hub Pro - Live] You can now connect a HubSpot-provided phone number to your Help Desk, directing inbound calls to a group of reps.

  • [Service Hub Pro - Public Beta] You can also connect your existing calling integration phone lines to the HubSpot Help Desk.
  • [Service Hub Pro - Live] Include industry-standard survey question to measure customer effort score in the custom surveys to improve your insights.
  • [Service Hub Pro - Beta] Knowledge base customisation means you can style knowledge base articles, just like other types of HubSpot-hosted content like website pages and blog.
  • [Service Hub Pro - Private Beta] Reply Recommendations works by automatically reviewing thread context and knowledge base articles to suggest responses.
  • [Service Hub Pro - Public Beta] Connect HubSpot tickets to Slack and sync replies.
  • [Service Hub Starter - Public Beta] AI Chatbot for Live Chat is here to help free up time by offering GPT-powered responses on your websites chatbot.

 

For the Sales team

  • [Sales & Service Hub Pro+ - Private Beta] You can now create a weighted rotation for booking meetings through the CRM.

  • [Sales & Service Hub Ent - Public Beta] You can create an interactive voice response (IVR) system that allows automated interactions with callers through pre-recorded voice prompts and keypad inputs.
  • [Sales & Service Hub Starter - Live] HubSpot Phone numbers have been expanded globally and now is available for Germany, Brazil, Austria, Switzerland, New Zealand, Mexico, and Colombia.
  • [Sales & Service Hub Starter - Live] Now you can place a caller on hold, if you need to step away from a live call temporarily.

  • [Sales Pro+ - Live] You can now set your preferred currency in the forecasting app to view data and submit manual forecasts.

  • [Sales Pro+ - Public Beta] Sales reps can now prioritise deals and get coaching based on AI-powered scores that predict deal success.
  • [All Hubs Ent] Deactivated user sales data is now included in forecasts, giving leaders a complete view for better future predictions.

 

April 2024:

Update of the month

Content Hub

What is it? An all-in-one, AI-powered Content Marketing software that helps marketers create + manage content that fuels the entire customer journey.

Why does it matter? You'll be able to drive revenue easier, increase ROI with AI tools, scale and repurpose content to save time, and have your content management and operations all in one place.

Listen to HubSpot's VP of Product, Nicholas Holland, as he gives his insight into the tools and how you can use them.

 

For the HubSpot admin

  • [All Hubs] Limit the ability for users to view logged emails and emails from connected inboxes.

  • [All Hubs] Create notes from the preview sidebar on multiple pages outside of the record including index, board, lists, and deal forecasting.

  • [All Hubs] Add, remove or re-order properties displayed on the record left sidebar for both standard and custom objects directly from the record page.

  • [All Hubs] Users with appropriate permissions can delete form submissions.
  • [All Hubs] Import tool now shows potentially impacted workflows and lists

  • [All Hubs] Set a date for when workflows need to turn off automatically.

 

For the Marketing team

  • [Marketing Hub Pro+] Marketing Home is a new, centralised space where marketers can access all their essential tools, data, and tasks.
  • [Marketing Hub Pro+] Marketing calendar has new improvements to make it easier to see at a glance what is scheduled and published.

  • [Marketing Hub Pro+] Import all your marketing events data into HubSpot.
  • [Marketing Hub Pro+] AI-powered quick replies to help you respond to comments and tags.

  • [All hubs] AI Assistant in Ads can now help you to generate ad copy from scratch using simple prompts.
  • [Marketing Hub Pro+] Add 'external website pages' to your campaigns.
  • [Marketing Enterprise] Business Unit customers can create unique, customisable re-subscription emails per Business Unit.
  • [Marketing Enterprise] More granular click tracking with the Event Visualiser.

 

For the Service team

  • [Service Hub Pro] Users can now merge tickets in help desk.

  • [Service Hub Pro] You can now follow (or unfollow) tickets from help desk.
  • [Service Hub Pro] Move an existing live chat or bot chatflows to help desk.
  • [All Hubs Pro+] Identify live chat visitors in help desk to make it easier for agents to see who they're communicating with.

  • [Service Hub Pro] WhatsApp is now available as a channel to Help Desk.
  • [Service Hub Pro] "Dependent Fields," is here to help you create personalised, dynamic surveys by customising questions.

 

For the Sales team

  • [Sales & Service Hub Pro+] Four new deal properties to help you track the progression of a deal as it moves through a sales pipeline.

  • [Sales Hub Pro+] Super admins can now give editing access to deals in a "locked" stage to select users and teams.
  • [All Hubs Pro+] Compare forecast submission accuracy to AI forecast accuracy.

  • [All Hubs] Set your time zone and working hours in HubSpot to get a more accurate meeting scheduler page.


March 2024:

Update of the month

Refreshed Navigation Menu & Sidebar

The Global Navigation team has revamped menu organisation and the user interface, making it easier for you to navigate and efficiently complete tasks and workflows.

You can enable the refreshed navigation at any time by clicking on “Try the refreshed navigation” in the global toolbar -  go check it out!

 

For the HubSpot admin

  • [Beta] Update custom objects in Salesforce directly from HubSpot, along with syncing from Salesforce to HubSpot so everything stays up-to-date.
  • [Live] You can search for any term within email bodies using Global Search, making it easier to find specific email conversations directly.
  • [Live] The cookie consent banner settings now offers enhanced customisation options like colours, positioning, shape, and size.
  • [Live] You can now receive a notification when your list is edited, there are sudden drops or increases in your list, or it reaches a cap. 
  • [Live] Tracking and auditing user actions, such as creating, updating, or deleting a Custom Object in your account, is now surfaced in the audit log.

 

For the Marketing team

  • [Live] You now have the ability to enable or disable double opt-in for specific pages and forms of your choice.
  • [Live] With trend lines now available in reports, users can easily analyse patterns and trends over time, providing insights based on past, present, and potential future performance.
  • [Live] Efficiently troubleshoot workflow enrolments directly within the app with Workflow Enrolment Diagnosis.
  • [Beta] Now you can import all your marketing events data into HubSpot, including offline (in-person) events. 

 

 For the Service team

  • [Beta] The new Help Desk has launched which is a new ticket management workspace that combines the best features of both Inbox and Tickets.
  • [Beta] The Help Desk (public beta) now offers calling as a channel. You can connect a HubSpot-provided phone number, directing calls to a group of reps.
  • [Live] The language options for calling consent messages have been expanded, allowing you to easily customise them for a better experience.
  • [Beta] Admins and individual users can now set weekly working hours based on their specific time zones, even if they differ from the account/team.
  • [Live] Skill-based routing rulesets can now be created for ticket forms linked to Help Desk allowing Admins to route more precisely based on need.

 

For the Sales team

  • [Live] Implied opens for Sales and Service emails is here for when traditional open tracking may not be possible.
  • [Beta] Dependent Fields helps you create personalised, dynamic surveys by customising questions based on respondents' previous answers.
  • [Live] AI is now available in the Templates tool to enable teams to swiftly generate new 1:1 email templates for use across HubSpot.
  • [Live] Playbook analytics can show you how effective certain playbooks are at moving important sales metrics over time.
  • [Beta] AI forecasting uses predictive AI technology to project future sales based on closed-won deal data.
  • [Live] You can now see what products your customer has purchased from you, directly from the Contact or Company record.
  • [Live] Users can now assign lead ownership separately to contact owner, enhancing visibility and enabling bulk actions within Sales Hub.

 

February 2024:

Update of the month

Pricing structure

On March 5, 2024, HubSpot is rolling out an updated, seats-based pricing model to all hub products and editions. This includes view-only seats, core seats, and sales & service seats.

Learn about these changes here.

 

For the HubSpot admin

  • [Live] Improve deliverability of emails with SPF and DMARC records, which HubSpot will now flag to you if not connected. 

  • [Live] One click unsubscribe will be automatically added to email headers so you can rest assured you're being compliant with the latest updates.
  • [Live] Proactive alerts for duplicates will help admins stay on top of their data
  • [Live] Visual representation of associations between object types is now available to help see what’s configured in the web of labels.

 

For the Sales team

  • [Beta] Sales teams can now use the HubSpot Chrome extension to work within Salesforce and do their usual HubSpot activity directly from Salesforce.

  • [Live] Set and manage rules for your deal pipelines, allowing you to better manage controls of your pipelines and protect the integrity of your data.

 

For the Marketing team

  • [Live] You can now publish and report on LinkedIn documents and polls to avoid having to go directly to the platform.

  • [Live] LinkedIn audience targeting enables post targeting based on followers' profile data such as industry, function, seniority, geography etc.
  • [Live] Add an audio module to website, landing pages, or blog post content.
  • [Beta] Set up conditional rules for forms and redirect visitors to specific pages. E.g Based on their postcode, send to an Account Manager's meeting page.

 

Better Mobile Functionality

  • [Live] View line items associated with deals and add or remove line items from the Deal record straight from the app.
  • [Live] View, delete and recall quotes from app.
  • [Live] Enrol contacts into a sequence from a company or deal.
  • [Live] Sales emails have just got better with GDPR compliant features and the ability to add CTAs and attach files.

 

January 2024:

Update of the month

Action sets

You can now save a group of workflow actions into an Action Set so that you, and the rest of your team, can re-use them. Perfect for speeding up workflow creation and removing the risk of human error! 

Learn more in our hack article.

 

For the HubSpot admin

  • [Live] Assign and monitor academy playlists for training to keep your team and your clients on track in their HubSpot journey.
  • [Live] Custom enforced properties are now available for workflows to help keep them organised upon creation.

  • [Live] Webhooks has been around for contacts for ages, but now it's available for all objects, so there is now even more flexibility to automate.

  • [Beta] Change the inbox and owner assignment for conversations with a new Assign Conversation Owner action in workflows.

  • [Live] Pull in your brand kits to customise the colour palette of your reports.

  • [Live] Customisable stage tracker on objects can now be pulled into your records. See below.

 

For the Marketing team

  • [Live] For Marketing Pro+ users, instagram mobile access is here. Reels, first comment and location tags can now be done on the go, not just desktop.
  • [Live] LinkedIn is getting some attention too as you can do do LinkedIn personal mentions on mobile.
  • [Beta] ChatSpot is expanding and now you can use the content assistant for Ads to make your copy even better.
  • [Live] Enrol contacts into sequences via workflows and have them be sent emails from contact owners so you can deliver a personalised outreach.
  • [Beta] Generate reports with AI by entering a phrase or a question which will be used to create a template.

 

For the Sales team

  • [Live] AI assistant for call summaries is here for all Sales and Service Hub Pro+ users.
  • [Live] Engagement and target account info for leads is available which makes the lead object even more flexible.

  • [Live] Users who are able to create and edit playbooks can now use HubSpot's AI Content Writer to generate and refine playbook content.

 

December 2023:

Update of the month

Skill-based routing allows you to match your customers' needs to the best skilled agent to help resolve issues efficiently. Find out more here.

 

For the HubSpot admin

  • [Live] Conditional property logic is now in enforced in the 'create record' form, the record page, and the index page.

  • [Live] Disabled comment @-mentions for users without permissions which prevents a commenter from @-mentioning a user if they do not have permission to access the asset being commented on.

  • [Private Beta] Admins will be able to customise the default deal name for deals created from existing contact and company records.
  • [Live] Percentage format for number properties gives you a new level of flexibility with your properties.
  • [Beta] CRM Email Permissions are here! Segment your portal permissions so users can either see 'Owned', 'Team', or 'All' logged email.

 

For the Marketing team

  • [Live] Add external website pages to campaigns for a full 360 view of your campaign performance.

  • [Live] The new campaign layout will appear any time you visit the details or "Performance" page for an individual campaign.

  • [Live] Instagram Photo and Video Tags are here and they're making life easier for in-HubSpot social posting.

  • [Live] LinkedIn person profile mentions are also allowing you the freedom to manage your social media all within the platform.

  • [Live] Associated deal values show how individual assets are contributing to deal amounts.

 

For the Sales team

  • [Live] The new Recommended Enablement CRM Card puts the Playbooks your team needs right in front of the users that need them at the right times.

  • [Live] Forecasting on mobile now supports the ability to submit and check forecasts for all pipelines for your sales forecast on your iOS and Android!

  • [Beta] Deal pipeline rules now allow for limited creation of new deals to a single stage, restrict skipping stages, and restrict backwards movement. Here's a video from Chris all about it.

 

 

 

November 2023:

Update of the month

[Beta] Associate records of the same object type and view the relationship.

E.g, you can associate a parent related to a child for education customers, associate related deals where one is for software and one is for services, associate a company and their partners

 

For the Sales team

  • [Beta] Add tags to your feedback submissions so you can understand the theme, pull lists and take action

  • [Beta] Call from the app by clicking call and choosing the app as the device

  • [Beta] Calling is now an inbox channel so you can route Inbound calls to a group of reps (as long as their call window is open) 

  • [Beta] Users will have the ability to turn on a feature within their scheduling pages to allow prospects to add additional guests to the meeting. Watch our video below to see this in action!

 

For the Marketing team

  • [Live] Collaborate with your team, share feedback, comment ideas by using the sidebar in the social tool and lists

  • [Beta] Edit your marketing emails on the move with the latest mobile update

  • [Live] Organise your CTAs more efficiently with saved views and gallery mode

  • [Live] Schedule the first comment on your Instagram post and get round the limited text in the body of the post

  • [Beta] The blog post generator is now live and it shows you the predicted monthly search volume and difficulty to rank from SEMrush

  • [Live] Keep on top of your GDPR by adding modules to the subscription preferences page so contacts can request to download or delete data

 

Small but mighty 

  • [Live] For files and assets you can now upload, preview, save, download, share and move to trash on mobile

  • [Beta] Undo or redo changes in workflows so you don't have to start from scratch if you made a mistake

  • [Beta] There is now custom properties to help organise lists, we've even written a hack on this one already

  • [Live] A new and improved overview of users and new user properties will help you keep your portal secure and tidy

  • [Live] Set your own custom ID for imports to efficiently and easily upload new contacts

 

 

October 2023:

Sales Hub

  • [Live] Scheduling calls within playbooks is now available. Include a button and allow users to schedule a meeting without leaving the playbook. 
  • [Live] Don't stop there, you can now also create a record (think creating a deal if the call surfaces an opportunity, or a ticket if an account management check-in flags an issue) from within a playbook in the same way.
  • [Beta] In the prospecting workspace you can now jump right into a focused view for reviewing new leads and enroll them in a sequence.
  • [Beta] Lead pipeline automation is in and it means leads can now move to the correct stage automatically, depending on activity. Eg. if a rep makes a call or sends an email, the lead will be moved to "Attempted" automatically.
  • [Beta] You can now configure default reminder intervals, send reminders for meetings booked through the CRM, and send reminders for meetings booked through the proposed times feature in Meetings!

Reporting

  • [Live] The new Data Privacy dashboard is a good starting point to track and better manage contacts in your accounts, and address privacy risks
  • [Beta] Gauge visualisations in custom report builder are here to make it easy to understand how your data is performing compared to defined ranges
  • [Beta] Formula fields can now be created in the custom report builder, allowing you to perform calculations on your existing data and create new reporting fields without leaving the editor.


Automation

  • [Live] New commerce workflow templates are available for commerce automation use cases.
  • [Beta] Random split branches are now a thing! You can use workflows to randomly split enrolled records for experiments.
  • [Beta] Conditional property logic is here to ensure your portal doesn't contain missing or incomplete data

Small But Mighty 

  • [Live] From the content management dashboard, you can now bulk change the domain of pages.
  • [Live] The ability to log emails to HubSpot custom objects from within your email platform has long been awaited, and now it's here!
  • [Beta] Want to ensure all reports/workflows have a description? Just use AI!
  • [Beta] Freezing the first column of index pages doesn't seem like a big deal, but it is. E.g now you can view a host of contact data and freeze the email address so you know who it relates to at a glance.

 

September 2023:

Relaunching Sales Hub

  • [Beta] The prospecting workspace is giving your sales team a home within HubSpot, the first place they go to, and then return to throughout a day to keep track of where they are and what they need to do next

  • [Beta] Tracking leads in HubSpot just got easier with the lead management tool giving you a clear view of their current status, last activity and next steps

  • [Private Beta] AI Forecasting and Forecasting Accuracy is coming to help increase the reliability and effectiveness of your forecasting

  • [Beta] Form routing direct to meeting scheduling pages, based on what a contact has entered in a form removes behind the scenes routing and reduces the steps to getting them booked in

  • You can now see insights on pipeline health when managing Deals

AI

With all the recent products under Content Assistant (see our Behind the Hub overview here) it wasn't surprising that AI was the word on everyone's lips this year, with lots of very exciting things coming very soon. AI tools currently in beta:

  • Subject line generator
  • Website and landing page builders - get started, fast
  • Title and meta description generator
  • Image generator
  • Ads copy and variant generator
  • Report descriptions - summarise reports for users to follow them more easily
  • Workflow descriptions - leave a paper trail with a description of important workflow so you can refer back to the what and why
  • Report Creation - say what you need, and then have something to work from

Big things are coming for Service Hub

  • [Beta] Conversation summaries - need to understand the ins and outs of a back-and-forth with a client? Ask HubSpot to create a summary of the conversation (excluding internal comments)
  • [Alpha] GPT-powered AI chatbot is in the early stages... join the waitlist to be the first to get access to it here
  • [Private Beta] A brand new help-desk is in the works, to improve your group inbox and ticketing, so keep an eye out for updates on that
  • Custom goals can now be added for the service team

Other recent Small But Mighty updates

 

June 2023:

CTA Spotlight

The new CTA tool has been in beta for a while, but they're officially starting the sunsetting process for the legacy tool so it's time to shine a light on the great new functionality.

No more building your CTA image in an external tool like Canva, you can now build it directly in HubSpot. You can even add a form directly into the visual, all done via drag and drop! Sort the alignment, add padding, specify image loading speed... every granular detail is editable all within HubSpot.

Screenshot 2023-08-08 at 17.02.01

Even better, you can now add these new CTAs into marketing emails! Unlike their legacy counterparts these new CTAs are HTML-based so you won't have any rendering issues in emails, opening up the possibilities even further than the standard buttons which many use now.

For the Marketers out there

  • You can now use Google enhanced conversions to send hashed first-party conversion data from your website to Google in a privacy-safe way. 
  • Filter Page Views by UTM Parameters in Lists
  • [Public Beta] Create Instagram Reels in HubSpot
  • Content approvals is now live for landing pages and blog posts - it automatically sets super admins as approvers but you can also select specific users in user settings.
  • The campaign template library now offers 10 new HubSpot templates Pro+ and can be found in the campaign template library by navigating to 'Campaigns' > 'Create campaign' > 'Start from template'.

Gamechangers for Sales

  • [Public Beta] Deal Lists - we're all so used to making contact and company lists and now our wishes have come true with the same functionality for deals! Opt into the beta in the product updates area of your portal to get access.
  • The prospects tool is being renamed to Website Visits - just a name change for now, but worth mentioning in case you wonder where it went!
  • Coloured object tags (deals and tickets) can now be viewed on the record page, used in workflows and reports making them even more useful. 

Other Favourites

  • [Public Beta] Log Emails to Custom Objects from Gmail & O365

  • [Public Beta] Log Emails to the CRM Retroactively - being able to log an email that's already been sent. No more explanation needed, just a great update.

  • You can now copy an action from one workflow and paste it in another workflow in your portal, saving you time when building your automation.

  • Find notes easily by searching for the note content in the global search bar.
  • A published quote that had selected "Include a written signature" can be marked as signed rather than being forever pending signature.
  • The call object can now be used to make single object reports
  • Support for Global Privacy Control - informs the website of preferences ahead of time, if they have them set.

 

June 2023:

More goal-related updates

Tracking your goals in HubSpot seems to be going from strength to strength at the moment, I'm excited to see what's next! This month...

  • You can now create goal-based workflows, great for automatically sending internal comms or setting actions based on status
  • Create custom goals for custom objects, not just the standard ones
  • [Beta] - create ad goals within the ads tool to assess your campaigns more effectively

Calculated property improvements

A few public beta's specifically for calculated properties this month, making it easier to get exactly what you need:

  • Build your own specific calculation with the new Advanced Formula Builder
  • Format the presentation of your calculations, whether that needs to be a percentage, a currency value or even a specifically formatted number
  • Rounding values within your for custom calculated properties to the nearest whole number or decimal place is now possible

Turn on the beta for your portal (search for the bold text above in the betas area within product updates in your portal) and then access the functionality in the set-up of the calculated property.

Require line item association during deal creation

Say goodbye to deals that have been created but with no clear steer on what is actually going to be sold. You can now make the line item association mandatory when creating a deal which should help to keep your data clean and help with that all important reporting.

Other Improvements

  • [Beta] Within the data quality formatting issues tool in Ops Hub, you can now see AI-powered location formatting suggestions for contacts and companies. Address details not adding up? You'll know about it and be able to fix it.
  • Customise header and footer on the deal board to show the key metrics you need, where you want them.

  • Track individual budget and spend items on campaigns

  • You can now use Instagram @mentions in the social monitoring tool, something you've been able to do forever with Twitter.

 

May 2023:

(Beta) Prospecting Workspace

With this great update your prospecting experience is consolidated into one manageable view and we couldn't be more excited. This will become your Sales home in HubSpot, giving a clear overview of tasks due, status of sequences and schedule for the day.

The new prospecting workspace can be accessed in HubSpot's top nav under Sales > Prospecting once you've opted the portal in to the beta. You will need a Sales seat to see it.

Learn more here

(Beta) Embedded types in the ‘Pop-up CTAs’ Tool

Once you've turned the beta on, in the navigation bar, go to Marketing Hub > CTAs. Under the CTAs nav item you will now be able to find both your old (Legacy) CTAs as well as the new CTAs app. You can switch between the two apps by selecting the app on the drop-down.

There are a range of templates to give you some inspiration or you can start from scratch, choosing from a great selection of formats including a sticky banner to display key announcements, embedded, pop-up and slide-in.

Book Meetings on Behalf of Other Users

Such a useful update, I can't wait to get using this. If your whole team has got their calendar connected, you can now access a team member's calendar and book meetings on their behalf. Go to "schedule a meeting" on a contact record and you'll now see "host" on the left hand side where you can select who you're booking the meeting for.

Other Improvements

  • (Beta) Add Conditional Logic to the ‘Create Record’ Form - if you've got fields that only apply to certain records, you can add conditional fields. This will streamline your create record form and reduce any unnecessary noise.
  • Coloured Ticket Tags - these were introduced for deals a few months ago but now they're here for tickets giving you ways to highlight certain types of tickets on your pipeline view.
  • Service Playbook Templates - two new playbook templates have been added, one for a business review and another for customer onboarding which are well worth a look to get you started.
  • ‘OR’ Filtering on Index Pages - it's been such a frustration for years only being able to use "and" logic to filter records on index pages but no more, you can now add "or", too.
  • (Beta) Dashboard Sharing for Non-HubSpot Users - a few years ago it was locked down so you could only share a dashboard with a user, but now you can get round this, opening up your reporting possibilities with stakeholders.

 

April 2023:

Multiple Knowledge Bases

The one that got the BabelQuest Slack channel lighting up this month - Service Enterprise now lets you have multiple knowledge bases, each using a different domain if you like! 

A few use cases:

- One for internal processes, one for external product frequently asked questions

- One for each key product line

- One for each different brand or business unit

Find out more here

Goals

The options and flexibility for goals just keep expanding. Sales/Service Pro and Enterprise customers can now set team goals to view alongside individual ones (note that they don't roll up into the team goal).

This is on top of the option to create custom goals, meaning you can keep track of a range of things from reps' call volume and meetings to revenue targets.

Note: Goals has moved to the HubSpot global top navigation, you can now access it from within the 'Reports' tab!

Other Improvements

  • Improvements to playbooks for Sales and Service include advanced playbook recommendations (in the playbooks editor, go to the "Settings" tab. Under "Recommendation Settings" select an object and click "Create rule") and required questions.
  • HubSpot have added meetings to the options for customer journey analytics to give that extra detail on what activities are working best for you.
  • Beta - Create views and filter by properties to make it easier to find the list you need amongst the masses. You can also see recently deleted lists.
  • Use the "Clean Up" feature top right in workflows to see how to optimise your logic to make it more streamlined. No more unnecessarily complex setups! (The button will only be clickable if there are recommendations to be made)
  • The data quality command centre keeps getting better - they have now added deal and ticket property insights as well as adding workflows as a report.
  • Set task due dates to count business days in workflows.
  • You can now rename your default account business unit so it doesn't need to match your account name - a game changer for some.

 

March 2023:

Deal tags

I have to give this one its own section because we've been wanting this for such a long time (and have built many a workaround). You can now add colour-coded deal tags to workflows. Check out this video from my colleague Chris to see it in action:

Chris Deal Tags Video

There's also an article on this here.

 

Comments

I've mentioned it before, but the addition of commenting into the various HubSpot tools (workflows and marketing emails just two examples I see used daily) is a fantastic way to align teams and improve processes for getting things live. A couple of updates this month make this even better:

  • Resolvable comments (Beta) - you can now tick off a comment once it's sorted, decluttering your view and making it obvious when there are still outstanding items. Don't worry, you can still select to see the comments that have been resolved, it doesn't disappear altogether unless you delete it. 

  • Improvements to comment notification emails (Beta) - these notifications now give you more context on where the comment is, and what was said previously in the thread to make it quicker and easier to reply.

Campaign properties

You can now create custom properties in marketing campaigns (currently in beta). This is huge, and will make campaigns far more useful. You might want to add fields for things like:

  • Target region
  • Campaign status
  • Budget breakdown (for example, rather than a single overall budget you might break it down by paid ad budget, events, etc.)
  • Product or service

These properties can then be used in views, filters, exports and reporting. 

If you want more info and a bit of a demo, you can see Kyle Jepson's video here.

Other improvements

  • Accidentally deleted a product? You can now restore deleted products!
  • Bring HubSpot into Zoho CRM with a new embed (much like the one which has existed for a long time for Salesforce) to show timeline information where you sales team live the most.
  • You can create a random sample of a list - great for testing how a workflow or campaign might affect a group of contacts.

    Inside any list, click "Actions" > "Random Sample".

Random Sample

 

February 2023:

Boosting Your Administrator Toolbox

  • Head to settings > account defaults > security for your new security center!  A really nice checklist which gives you a live view and score for top security areas in your portal. Things like how many users have 2FA set up, too many super admins, too many inactive users... such a useful overview. Find more information here.
  • Enterprise hubs can now access a beta for a centralised user audit log - really useful for troubleshooting issues and monitoring activity.
  • Presets is an Enterprise feature which just keeps growing - you can really give your users a head start by setting preferences (like their signature or notification preferences) for whole teams so they don't need to do it individually. Check out the details here.
  • Got files in your file manager which should only be viewed by certain people? You can now set limits on files to really improve governance within the portal.

Productivity Hacks

Sometimes it's the simple things that make you want to shout about HubSpot updates from the roof tops, right?

  • Now in beta - receiving calls in HubSpotCheck out the details here.
  • If you've connected your calendar, you can now see your availability in a visual calendar format when you click "schedule a meeting" on a record. This avoids you clicking between your calendar and HubSpot and will generally save you loads of time. 
  • So simple, but you can now clone products - imagine the time you'll save.
  • If you've got Sales or Service Hub and use Zoom for calling HubSpot AI will associate matching meeting and call records.
  • Tasks in a sequence have previously been one size fits all, but you can now add personalisation tokens to your sequences tasks, giving your sales and service reps more relevant information within the task itself, so they can get on with actioning it rather than hunting for more detail.

Other Improvements

  • If you're using the Marketing Events object to capture event data from third party tools like Eventbrite, and you have Marketing Enterprise you can now add these to campaigns giving you a fuller picture of campaign performance. 
  • If you haven't got stuck into the recommendations tool for your SEO improvements yet, do. This has been around for a while but with a new beta you can now scan your website for broken external links, too.
  • HubDB just got way more accessible with a new form-based editor for HubDB rows in beta giving you a preview of how the row will look as a dynamically generated page. A really nice way of visualising the content.
  • Invoice one-way sync has arrived, giving you the ability to see and use invoice details from your third party accounting software in HubSpot.

 

January 2023:

Reporting upgrades

  • You could always filter your dashboards by team or pipeline or a few other metrics, but this possibilities just exploded. HubSpot are rolling out new filters to all portals which means you can filter to your heart's desire, based on data sources used in those reports. This should mean less dashboard duplication as you can have a core dashboard and just filter it to get what you need. Learn more here
  • Ever been in the middle of building a report, but stumble across a few similarly named properties and not know which one to use? Quick actions in the report builder mean that now you can get an overview of how much the property is used, where and its description all from within the builder, making you more efficient.

Bespoke for your business

HubSpot continues to make it easy for businesses to get the platform working right in their own way:

  • If you've set a fiscal year in your portal, your goals and forecasts will now align with that, matching it up with your timelines.
  • You can now customise "create record" forms based on pipeline, so if you've got 2 teams, using different pipelines for Deals for example, they can now specify different fields that need to be completed when creating a Deal. This is such a great change for portals being used by a range of teams in different ways, I've been hoping for this update for ages.
  • Come to do your reporting and realised that half your Deals don't have an associated contact, meaning your report is useless? That's just one common frustration that is solved by the new ability to set required associations as part of record creation. Game. Changer.
  • Up to now, if you wanted to use an import to update or de-dupe records you had to use the record ID - not anymore! In fantastic news you can now use custom unique IDs for deals, tickets, and custom objects. Got another system assigning an ID, or equipment with set codes? No problem, set up a custom property to be a unique value then use that as the unique ID in your import.

Small but mighty updates

  • Lists - not only can you now change an active list to a static one (great for when you want to close off enrolment and freeze membership in time) but you can now get far better visibility over performance. See how the list has changed over the past 7 days to track your list growth.
  • You can now review "at risk" workflows, dismissing or resolving risks and keeping track of them to ensure your workflows are running smoothly. Great for admins looking at portals with a heavy reliance on automation.
  • I've always found it so frustrating that if your import has errors you have to download an Excel file and wrap your head around its output to sort them. Thankfully, you can now get that inside HubSpot itself, so you can check and resolve errors quicker.
  • Got rules set on custom properties in your portal (e.g. Don't allow special characters? Import can now validate against those rules, triggering an error if your value doesn't match the rule.

 

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Gem Rugg-Gunn
Author Bio
Gem Rugg-Gunn

Gem is an inbound enthusiast and HubSpot Platform Consultant at BabelQuest, an Elite-tier HubSpot Solutions Partner based in Abingdon, Oxfordshire.

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