Welcome to our HubSpot Product Spotlight for August! In this blog, we’ll explore some of the team's favourite HubSpot updates from the last month. Ready? Let’s dive in!
These are all the features now live and ready to use in your HubSpot portal.
Customers can now update payment information for ACH payments. Buyers automatically receive an email when a recurring payment fails. They will now receive an email when any ACH payment fails. They can click a link from the email to easily update their payment method for the subscription. Merchants can also send buyers a link to update their payment method at any time.
Customers need to update payment information for their subscriptions. This typically happens when a recurring payment fails but sometimes buyers just want to change their payment method.
Available on: All products and plans
Customers can now select their preferences for which payment method they accept by default. HubSpot Payments supports Card and ACH payment methods and at least one must be selected. These preferences are also used when a customer updates their payment information for subscriptions.
Our customers typically accept both card and ACH, but some have shared they only want to sell with ACH. By providing an easy way to configure defaults, we can save our customers time when creating new payment links and quotes.
Available on: All products and plans
With our new Todoist Workflow Integration, you can now create a task in your Todoist account straight from HubSpot.
We know that teams are using multiple tools to run their business and improve efficiency, so it's important for those tools to interact and share data with each other. Our workflow integrations can help reduce the overhead, so you can automate processes across all your tools, straight from HubSpot Workflows.
Available on: All products and plans
Filtering timeline activity by users and teams is now supported on custom object records.
With multiple users and teams working from the same records, it can be challenging to find the timeline activities that matter most to you. Users and teams filters are a quick way to find activities that are most relevant to you and your team.
Filtering timeline activity by users and teams is already possible with HubSpot standard objects. With this launch, custom objects will have the same functionality.
Available on: All products and plans
HubSpot's public Engagements APIs have been upgraded to follow our new v3 API standards. These APIs cover how sales and service reps communicate with prospects and customers. Included in this release are:
HubSpot API consistency and completeness have been a major point in feedback from our developer community for some time now. You spoke, and we listened! We are excited to announce the launch of a refreshed Engagements API available today.
Available on: All products and plans
You can now compare multiple time periods side-by-side in any XY and KPI visualization within the custom report builder using the new "Date part" feature. With the new date part option, you can get a more granular view of your data, such as viewing performance by day of the month, day of the week, or day of the year.
Without the "Date part" feature, you were not able to automatically see how one time period performed compared to another when building a custom report. You were not able to answer simple questions, such as, "Comparing this year to last year, which months do we close the most deals?" or more specific ones like, "What hour of the day do customers most frequently engage with our emails?"
Today, these questions will no longer go unanswered. You are able to break down any date-based field into a specific date part within your report, which grants you even more control over how your report is visualized. This gives you deeper insight into not just which time period performed best but when.
Additionally, building date range comparison reports can be done in an instant. When configuring your report, there is a new "Compare by" feature that allows you a quick-start option for comparing your data. All it takes is dragging in a date field, selecting your rolling filter period—such as today to yesterday, this week to last week, this year to last year, or even a custom rolling date range—and choosing what date part you'd like to break you data into. Within a few clicks, you're able to turn your report from a simple chart into a powerful insight.
Available on: All Enterprise and Professional hubs
We are excited to announce a new, more scalable home for workflow templates that makes it easier to:
There are endless possibilities with automation and it can be overwhelming to know where to begin. We believe workflow templates can help that.
As such, we've built a new Workflows Template Library with hopes of:
Available on: All products and plans
Enhancing our campaign reporting capabilities is one of our top priorities this year.
This announcement focuses on 2 important, new features in preparation towards a future ROI (return on investment) feature that you, our customers, have been asking for in a long time:
Feature 1: The Campaign budget field is now a numeric field: Leveraging the input of the new, numeric Campaign budget field will enable us to build greater, campaign reports for your campaigns in the future. For example: more detailed budget tracking, budget vs. spend tracking and more.
Feature 2: The Campaign settings page is now featuring a new campaign ‘currency’ field: The new campaign ‘currency’ field is now available in your Campaign settings page, allowing you to select an existing or new currency for your campaign and more specifically, for your new campaign budget field. A new campaign spend field will go live in the next few months and will be the first step in direction to the future campaign ROI feature.
Available on: All products and plans
You can now use the HubSpot Android app as a Two-factor Authentication (2FA) method. HubSpot Mobile Authenticator securely verifies the identity of desktop users trying to log in to their HubSpot account. This update places security and simplicity at the forefront of our product experience.
With so much of our lives now online, digital accounts have become a target for malicious activity. Security stakes are high for businesses operating across global markets, with a need to comply with local data protection laws, e.g. GDPR.
Protecting user data is a top priority for HubSpot. Adding 2FA means that in the event that your username and password get into the wrong hands, we can still add a barrier to stop people from breaking into your account.
At HubSpot, we’ve given our customers the option to enable 2FA using SMS or a third-party authenticator since 2018. Providing a seamless end-to-end experience that encourages us to lean into the HubSpot platform to provide a better solution that does not require you to download additional apps or rely on SMS which is ultimately not as secure.
Available on: HubSpot Mobile Authenticator is available to all customers on the latest version of the HubSpot app.
When connecting a personal email to HubSpot, users are now provided with a recommended connection type based on the domain of the email they are trying to connect. If we cannot detect the provider, they will be able to choose from the list of options.
To have the best integration experience with HubSpot, it's important to choose the right provider. However, email configurations can be complex, and the email client someone uses may not clearly align with the provider used to host the email servers. This can lead to a confusing and unsuccessful setup experience.
Available on: All products and plans
Customers need more flexibility when it comes to accepting payments. Payment links now support an open amount field where a buyer can enter the amount they want to pay.
For an SMB services business or a non-for profit, partial payments and donations are important to growing their business. A service company can use the capability to accept partial payments for an existing invoice or contract. A non-for profit can accept one time or recurring donations from their members.
Available on: All products and plans
A commenting sidebar on dashboards that allows you to leave messages, tag in teammates for feedback, and collaborate together in-app to execute great reporting without ever having to leave HubSpot.
As our daily work progressively transitions online more, collaboration and seamless teamwork have never been more important. When working on a dashboard in HubSpot, you'll often have questions, thoughts, or feedback you want to share with your team. Rather than having to break your flow and switch to another app like chat or email, you now have an integrated commenting capability right inside dashboards. This means you'll be able to collaborate on dashboards with context by tagging teammates in what you're working on, without interrupting your work.
Available on: Available now for all Pro and Enterprise customers.
Users can now include the "Parent company" property within a company import file to create parent child associations between companies in bulk.
Confidence that you can accurately reflect your business' data in the CRM is key. For many, this means creating parent-child relationships between company records. Today, the only way to create a parent-child relationship is manually on the company record, on a one-by-one basis. This simply doesn't cut it for those who are onboarding on to HubSpot and need to create potentially hundreds of theses associations.
With this update, you will be able to now take this action in bulk by using the imports tool, saving time and energy as you bring your data into HubSpot.
Available on: All products and plans
A better experience when the select column for a foreign ID column type in a HubDB table is an image column. We now allow users to actually see what image they are selecting as an image, as opposed to metadata about the image as text.
Some users use foreign tables as an approach to creating image galleries in HubDB tables, where one table stores images and metadata about those images, and then those images are pulled into other tables using a foreign ID column type. Previously, when an image column was set as the select column in a foreign ID column, we showed the image metadata as text in the selection process. This made it nearly impossible to know what image you were actually selecting. Now, users can actually see which images are selected.
Before:
After:
Available on: All hubs and users
The ability to view where HubDB table data is being used in HubSpot content.
As your digital presence grows larger, it can be more difficult to manage and understand the dependencies of your content. Being able to view where a HubDB table is being used in content helps provide clarity to how content is being utilised, and if it is relevant or not. Additionally, knowing a HubDB table is not used in any content can provide clarity that it is okay to delete the table.
Available on: All hubs and users
HubSpot’s Salesforce integration import errors have now moved into the Salesforce Sync Errors page. On this page, you can now filter by import, get details on import errors and how to resolve them, and quickly resync import errors.
Now, within the updated Salesforce Sync Errors page, you can:
Learn more about HubSpot’s Salesforce integration here.
Imports are critical for getting new or historical contacts, companies, deals, and more from Salesforce into HubSpot. Quickly resolving import errors is crucial so you can use your Salesforce data in HubSpot with minimal delay. Previously, the Salesforce integration gave little insight into why Salesforce import errors happened or how to resolve them. This meant that in order to resolve import errors, you may have had to call into HubSpot support to get more insight and assistance, which could be inefficient and frustrating.
Now, the Salesforce Sync Errors page gives you more insight into import errors, with error categories, number of records affected, steps to resolve errors, and direct links to both HubSpot and Salesforce records. This makes it much easier for you to take action on import errors by showing you the cause of the error and how to fix it.
Available on: Anyone using HubSpot’s Salesforce integration, which is available to customers on HubSpot Professional and above.
You can now segment your event data (e.g., "Custom Behavioural Events" or "Media Interactions") using the "Occurred at" property.
Initially you could only filter by when an event occurred in legacy "Behavioural Events." Some customers would resort to adding a custom timestamp property to their non-legacy events, which was frustrating and inefficient when compared to the legacy event logic offered.
Available on: All hubs and users
This new feature allows super admins to self-enroll into product betas directly from their HubSpot account.
Super admins can now view all public betas their portal is eligible for via the Product Updates page in-app. From that page, they can choose to enable the beta feature for themselves or for their portal.
Currently, all beta access comes through internal requests with no way for admins to directly enable a beta feature. Giving admins this tool helps to put control in their hands.
Available on: All hubs and users
We have now officially updated Campaigns permissions to make sure portal administrators are in full control of who can access each app inside HubSpot, and to match the standard across HubSpot today:
We have cleaned up a small misalignment in User Roles to ensure that only the “Campaigns Read” and “Campaigns Write” user roles grant access to Campaigns. As part of this change, we have now removed Campaigns access from the “Marketing Reports” toggle found under the “Reporting” user role section:
FYI: The 'write' and 'read' roles can be found in the user settings under 'Marketing > Marketing tools'.
You have told us that the campaigns roles don't match your expectations, in that Marketing Reports can grant access to campaigns regardless of whether the user has campaigns read/write.
We’ve made this change to remove confusion and make the campaigns roles the “source of truth” for campaigns access.
Available on: All hubs and users
The ability to bulk select and merge duplicate contact and company records from the duplicate management tool.
Duplicates often lead to miscommunication, inaccurate reporting, and misinformation within teams. The new duplicate management functionality now allows for quicker and easier clean-up when duplicates end up in the CRM.
Available on: Available in all Operations Hub Professional and Operations Hub Enterprise accounts.
In addition to creating a new list upon import, you now have the option to add contacts to an existing static list once an import is complete.
Our customers leverage lists to take meaningful action on their contacts as they're added to the CRM. You could be using a list as enrolment criteria for a specific workflow, as a targeted audience for one of your ads, or as a means of auto-suppressing contacts from specific email communication.
You used to be able to automatically add imported contacts to an existing static list in one step within the import flow. As our customers explain on this ideas forum post, this has turned what was once a simple process into one that takes several steps.
We've added the ability to add records to an exiting static list back into imports on the post-imports results page, saving you valuable time as you manage your customer data in the CRM.
Available on: All hubs and users
The latest source property gives you deep insight into lead generation by tracking the last source that brought a contact to your website. This property is pre-set and includes two drill-down properties to paint a full picture around the factors driving viewers to your site, blog, etc. You can now see the latest source and time for companies and deals, in addition to contacts.
As a marketer, you need to know which assets and channels most effectively generate leads, so that you can prioritise your budget resources.
One easy way to understand what’s working is to dig into lead source. For example, you may have a highly-engaging blog post that’s great at qualifying leads. But like many web assets, there are plenty of ways someone could have gotten to that blog post. Understanding the source of your blog visitors tells you which channels to invest in to continue generating quality leads.
HubSpot's CRM already tells you a contact's Original source (the first time someone visited your website). But as contacts engage and re-engage with your brand, it's important to see what brought them there most each time. The Latest source property shows the most recent known source.
The latest source contact property shows you the latest source for visitors and gives you insight into the source of any important milestone in your customer journey. The latest source property is also available on the deals and companies object.
Available on: All hubs and users
Snowflake Data Share enables HubSpot customers to quickly, easily, and securely connect HubSpot data to a Snowflake instance.
Until now, the integration only supported Snowflake data hosted with Amazon Web Services (AWS) US-East-1.
Moving forward, customers hosting data in all major AWS regions can install the data share. In addition, the integration now supports Snowflake data with Google Cloud Platform (GCP) and Microsoft Azure.
Snowflake data share is available to Operations Hub Enterprise accounts.
As your company grows, your data stack might grow, too. With a more flexible Snowflake integration, you can more easily integrate HubSpot into your third-party automation and reporting software. With HubSpot and Snowflake in seamless sync, connect your data and your teams, and make better decisions as you scale.
Available on: Operations Hub Enterprise
Following the release of GET requests in Webhook workflow actions in March, we've made another round of exciting updates that enable better control over the data you're sending to or receiving from external apps:
The webhook workflow action is available in Operations Hub Professional and Enterprise.
Webhooks in workflows enable HubSpot users to send and receive information to and from external apps, automatically.
When you're passing data between applications, the more control you have, the better. With these updates, get even more specific about which data you send and receive, enabling easier connections and increasing trust in your data.
Available on: Operations Hub Professional & Enterprise
You can now select the correct number format for any number properties you are importing into the CRM.
Today, number fields default to United States formatting. This poses problems for users in the EU and other countries where numbers are formatted differently. This is particularly important for currency formatting within the CRM. For example, if you imported €180,42 using EU number formatting our import tool would reformat this number back to US formatting rules, and make it "18,042."
Supporting different number formats will enable our global customer base to more accurately reflect their data in the CRM.
Available on: All hubs and users
Data sync apps are now easier than ever to optimise with Health and Settings combined into one single overview.
Previously, Health and Settings were spread out across different tabs which required users to switch between those two tabs in order to craft the complete story.
Now, you have an always visible place to add more data syncs of other objects. Additionally, you'll get a much clearer view of what data is kept in sync, failing, and what is being excluded on a per-object basis.
Available on: All hubs and users
In HubSpot, the property history will now show the actual Data Sync app's name that was responsible for property changes.
Within HubSpot, you can view a property history to see how its value has been updated over time. Next to each dated change, you will see a change source. This indicates which app, process, or job affected the change.
Before this improvement, any change made by a Data Sync app would just have the source be populated to display “API”.
That's confusing as it could mean any process that leverages the HubSpot API.
Available on: All hubs and users
It's now possible to customise the right sidebar of CRM record pages to show or hide the information that's most relevant to your teams.
The record page sidebar gives you a quick glance of associations, tools, and integrations. Historically, you haven’t been able to limit content on the right sidebar as you have on the left sidebar. As an admin, you can now configure the sidebar to match your teams’ needs so they can focus on the information they need in the order that makes sense to them without being distracted or confused by irrelevant properties.
Available on: All hubs and users
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
You can now create individual views for each of your lists.
It is important for you to see different data across each of your lists. Previously, when you would edit the columns inside of one list it would automatically apply those same changes across all of your lists.
Available on: All Marketing Hub customers
Field-level view permissions is a game-changer for HubSpot properties. This new feature gives admins even more control of their data by making it possible to hide specific properties from selected users and teams.
We heard you loud and clear: You want the ability to store all your customers’ information without worrying about sensitive information getting into the wrong hands. With the launch of field-level view permissions, you finally have control over who can see certain properties, whether they're standard HubSpot properties or custom properties you've created.
Maybe it doesn’t make sense for the new intern to have access to your high-value clients’ phone numbers. Or maybe certain teams shouldn’t have access to sensitive financial information (like sales commissions). Whatever your specific use case, you now have power to manage which users and teams can see what, which just wasn’t possible before.
When field-level view permissions have been restricted from specified users and teams, the property values will be hidden throughout the CRM.
Business Units are now available in the Campaigns app in HubSpot to help you better organise your campaigns.
Managing campaigns and multiple business units can be challenging. With this feature, you can now associate a Business Unit to a new campaign, filter all of your campaigns by Business Units, plus have a clear overview of your campaign's vs. your asset's Business Units.
You can now create individual views for each of your lists.
It is important for you to see different data across each of your lists. Previously, when you would edit the columns inside of one list, it would automatically apply those same changes across all of your lists.
Available on: All Marketing Hub customersIntroducing a new type of workflow delay that lets you delay a workflow until a specific date or until the date value in a date property, in any object type workflow.
Previously, date delays were only available as a special "type" of contact workflow. This means they couldn't be used in any other types of workflows (deals, companies..). These "types" of workflows have several other limitations. For example, every action in these workflows has to center around a date, so you couldn't do something like send an email right when someone signs up for your webinar and then another on the day of the webinar. This would have to be two different workflows for one process. Also, you couldn't use regular delay actions in these workflows.
Now, date delays are much more flexible and available in any workflow type.
Examples:
Event management - If you're having a webinar on August 15th, 2022, you can use one workflow to send out a confirmation email dynamically. When someone signs up and uses a date delay, this helps you send a perfectly timed email with the webinar link a few hours before your event starts.
Renewals - Use a delay to queue up another action, like creating a task for your renewal manager when a deal's renewal date is 15 days away
Two improvements to the field search function within the custom report builder that enable faster and easier reporting:
1) A better search algorithm that can parse through typos
2) The ability to filter fields by data source, field type, and field group
Finding and selecting the right fields is the key to creating accurate and impactful reports. If you can't find the fields you're looking for quickly and easily, you'll waste time poring through irrelevant, unorganized information and — even worse — you might create a report using the wrong data.
With these improvements to field search, you'll save time and ensure that your reports are spot-on, every time.
It's now possible to customise the right sidebar of CRM record pages for specific teams, giving you the power to show relevant information or hide irrelevant information based on each team's needs.
The record page sidebar gives you a quick glance of associations, tools, and integrations. As an admin, you can now configure the sidebar by team so that each of your teams can focus on the information they need without being distracted or confused by irrelevant properties.
Available on: All products and plans
A data quality dashboard with in-depth insights for operations teams and admins to monitor and clean potential property issues, record issues, and data-sync health in one, centralised place.
With data inputs and updates coming from many sources in a CRM, it can be difficult to monitor and fix potential issues with your records, properties, and integrations. Data quality is the foundation for flywheel teams, and without a “home base” in your CRM to track your data health, you end up solving data problems reactively—only after they’ve become noticeable problems for your teams and customers.
The data quality command center allows for a more proactive approach to data management, giving you an all-in-one dashboard to easily monitor data quality and fix errors before they snowball.
Available on: Now available to customers with Operations Hub Professional or Enterprise.
With new AI-powered automation, you can now quickly and easily apply basic formatting rules to your property values for a cleaner, more consistent database and customer experience.
Even small formatting issues can cause headaches for marketing, sales, and services—and catching those issues is often a reactive process that slows everyone down. The existing formatting issues tool is a great way to view and manage issues for individual contact property values, but addressing each one manually takes time. With the new automation options, you can set rules that automatically fix certain formatting issues (e.g., capitalise first name) and view all the records in your database that are impacted by the change.
Available on: Now available to customers with Operations Hub Professional or Enterprise.
The data model overview is a learning and planning tool that visually represents the complex system of data that’s stored in HubSpot. Available to all HubSpot customers, the data model overview helps you set up your CRM and build a stronger foundation for data quality as you scale. Enterprise customers also get access to the custom object builder, which lets you define custom objects and key information about them without the use of an API.
Whether you're just getting started with the HubSpot CRM, migrating from another CRM, or revisiting your data model after some time, mapping your business to the HubSpot data model can be daunting. Without a holistic view of HubSpot data concepts and terminology, it's easy to lose track of how objects are connected and where data is stored. And with the added roadblock of requiring an API call to build custom objects, many Enterprise customers often lose steam on custom objects before they even begin. These barriers can slow down your implementation and create cracks in your data foundation that can lead to data quality issues over the long term.
The data model overview helps you to get up to speed on essential HubSpot CRM concepts and terminology—all in one place. That way, you can set up your data model quickly and correctly, ensuring a solid foundation for data quality as you scale. If you're an Enterprise customer, you can also take advantage of the new easy-to-use custom object builder to create custom objects and see them appear, in real time, in the data model overview.
Available on: All hub users
HubSpot's mobile app has just gotten an upgrade. A new navigation that makes it easier than ever to access everything you need, wherever you are.
The current mobile navigation works great if you're using CRM and Sales tools. However, this update makes Reporting, Service, and Marketing tools just as easy to use and find.
Delivering a carefully crafted user experience encouraged us to create a mobile navigation that is more closely aligned to the HubSpot desktop experience so that our customers can confidently find what they're looking for, regardless of the device they’re on.
Available on: IOS Only
Starting on September 21st, users on HubSpot Professional accounts will be required to set up two-factor authentication (2FA) before logging into their accounts.
HubSpot accounts often contain a large amount of personal & private information about your contacts, customers, & your business.. Two-factor authentication (2FA) remains the best, most effective way to ensure that online accounts, including HubSpot accounts, are safe from bad actors. For that reason, HubSpot will be requiring 2FA for Professional customers in September of 2022.
Available on: All professional hubs
If you’re interested in learning more about how we can help you grow with HubSpot, click below to book a meeting with our Growth Consultant.