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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!
Now Live
These are all the new features live and ready to use in your HubSpot portal.
1. Improved text string filtering on CRM index pages
What is it?
The ability to perform exact text string comparisons when filtering your CRM index views using the new “is equal to any of” and “is not equal to any of” operators.
Why does it matter?
Previously, it was possible to use a text string filter that gave results that contained the input text string. E.g., filtering for contacts with a job title of 'Sales Manager' would return contacts with that exact title, but also any contact with the title 'Manager'.
This was confusing, as it did not give an exact match string match but rather results that all contained the text string.
This update provides more clarity when using the equality operators.
2. Activity tab in Campaigns
What is it?
You can now visualize a timeline of all changes made to a marketing campaign using the new "Activity" tab in the marketing campaigns tool.
This tab displays a list of changes, including edits to the campaign itself and any updates on assets associated to the campaign, all in one place, from newest to oldest.
Similar to the Activity tab on a contact, company, or deal, you can view the author of the change and filter by the type of activity to drill down to find exactly what you're looking for.
Why does it matter?
As marketing teams collaborate more in HubSpot one question becomes harder to answer, "What's changed recently?". Many of the tools in Marketing Hub provide little or no visibility into what has been changed and by who. This means it's hard to know who to reach out to about an update and what exactly they did.
With this update, starting in Marketing Campaigns, HubSpot are providing much more transparency into what's changing and by who giving marketers a much deeper understanding into what their peers are working on and visibility into workloads.
3. New App Feature Discovery & Compatibility Details
What is it?
New tools are available to improve app feature discovery in HubSpot!
First, App Marketplace listing pages can now display app features and corresponding compatibility details.
Also, you can opt to show app features on the Connected Apps page as Feature Discovery Cards, giving app users additional post-install support.
Why does it matter?
HubSpot know's it can be a challenge to get customers set up and successful with your app, so they are giving you more tools to help you help them!
When a customer is considering installing your app, it's important they have clear information to make the best decision for their team. With clearer display of app feature details, you can more effectively communicate value and ensure users understand compatibility with their current HubSpot plan.
Once an app is installed, customers need clear next steps for setup. By enabling feature discovery cards on the Connected Apps page, you're improving user support, adoption, and retention of your app.
4. Google Sign-In for Private Content
What is it?
Provide your members with more sign-in options. Leveraging Google Authentication can reduce the time-to-access and improve private content conversion rates.
Why does it matter?
- As a business, I want to convert a greater portion of my contacts into members, by reducing registration friction.
- As a contact, I want to reduce the number of unique credentials I need to create and manage.
5. Bulk Assign Tickets
What is it?
Bulk assign enables you to update the owner property on tickets simultaneously.
Why does it matter?
Manually assigning tickets one by one is time-consuming and inefficient, especially for scaling support teams handling large volumes of tickets. Bulk assign allows you to quickly assign multiple tickets in a single action, reducing the time to first response.
6. Updates to data formatting in report exports
What is it?
Four updates have been made to the format of data within report exports:
1) Aggregation labels in custom reports exports now match exports from reports built in the single object report builder or templates. Previously, exports had {property name} - {aggregation} structure for column headers. New exports use the {aggregation} {property name} structure.
2) Removal of timezone data within custom reports exports to match reports built in the single object report builder and templates. The timezone of all date-time fields now reflect the portal timezone.
3) Date based formula fields in custom reports exports now have consistent formatting with other date based fields. Date based formula fields have been updated from timestamps to render as dates.
4) Exports that contain pipeline stages have been updated to include the pipeline name using the format: {pipeline stage} ({pipeline name})
Why does it matter?
When exporting data from a report, users expect consistency between the data displayed in HubSpot and the data they receive in their export file.
This update provides that consistency, ensuring there no discrepancies between the report and the export.
7. Data Quality Weekly Digest
What is it?
Introducing the Data Quality Digest, a weekly notification that provides users a summary of their account's data health. The digest highlights changes in issue volume, tracks ongoing maintenance needs, and empowers users to proactively identify and resolve data inconsistencies before downstream impacts occur. The digest will include recent changes and/or updates in the data health of a portal including, but not limited to, Duplicates, Formatting Suggestions, and Properties.
The Data Quality Digest is available via Email, Slack, and Bell Notifications.
Why does it matter?
The Data Quality Digest transforms passive data quality interactions into active engagement by meeting customers where they are and delivering integrated insights that reinforce the value of HubSpot's robust data quality ecosystem. The Data Quality Digest solves a critical problem - detecting data issues proactively before downstream harm. Companies currently struggle to maintain accurate, up-to-date data without time-consuming manual checks. This new weekly notification highlights changes in data health, enabling prevention of data problems before they create damage.
8. Dynamic Example Files in Import
What is it?
Import will now give customers the option to download an example file that includes the necessary properties to complete their import based on the objects they're importing.
Why does it matter?
Import has a lot of requirements that ensure new records are properly created in the CRM. These requirements are object-specific, and it can be difficult to keep track of all the properties (and column headers) you'll need to successfully complete your import. HubSpot's knowledge base has some example files, but it's impossible for them to document all the different permutations of property requirements for every single import.
With dynamic example files, HubSpot can provide you with an example file that's specific to your import. Doing just a simple contact import? You'll receive a file with an email, first name, and last name header. Doing a contact/deal/notes/tasks import? You'll receive a file with all the properties necessary to create those objects.
9. Memberships Workflow Templates
What is it?
The workflow template library now has 3 brand new templates for membership use cases.
- Send email to churned member
- Send welcome email to newly registered member
- Send welcome email after first login
Why does it matter?
Membership administrators need to engage new members and win back churned ones. Workflows makes it easy to automate these actions, creating a warm introduction for new members and re-engaging cold ones.
10. Renewal Center Redesign
What is it?
The renewal center has been revamped with a new design, providing a comprehensive overview of your renewal process.
Why does it matter?
The old renewal center was causing friction and was unclear when it came to understanding renewal terms. The old renewal center was missing important information such as: changes, savings, and the ability to compare the different quotes with each other. This made it hard to get a clear and complete picture of your renewals.
By replacing the components of the renewal center, the experience becomes consistent with the rest of the checkout process. This redesign will provide you with a clear understanding of your renewal.
11. Colored Object Tags: New limits and new custom object tags
What is it?
The following enhancements are now available for colored object tags:
- Colored object tags will now be limited at the portal level, based on the HubSpot tier:
- Starter plans will offer 20 tags
- Professional plans will offer 40 tags
- Enterprise plans will offer 80 tags
- Colored tags are now available for custom objects (Enterprise plans only)
The new limit of tags can be used across any of the following: deals, tickets, custom objects--with no restrictions at the object level.
Why does it matter?
Previously, customers were limited to 10 deal tags and 10 ticket tags. This change offers more flexibility to customers to create colored tags in a way that meets their visual prioritization needs that are unique to their business, across any mix of objects.
12. Attachment + Link Sharing now supported in Slack Integration
What is it?
Now you can use HubSpot's Slack app to easily share attachments and links between HubSpot and Slack for better communication with customers and better collaboration with teammates.
Why does it matter?
Previously, you couldn't send attachments and links between Slack and HubSpot in certain scenarios including:
- Receiving or replying to inbox messages in Slack
- Syncing help desk ticket comments from Slack threads
- Using shortcuts in Slack like "Create note" or "Create task"
This resulted in missed messages and lack of context around customer conversations.
Now, you can send file attachments and share links between HubSpot and Slack seamlessly, so you have all the context you need to give customers the best experience.
13. Pipeline Rules for Custom Objects
What is it?
You can now set Pipeline Rules for Custom Object pipelines. These optional rules include:
- Limit the creation of new records to one or more specific pipeline stages
- Restrict skipping stages to specific pipeline stages
- Restrict backward movement to specific pipeline stages
Why does it matter?
With the ability to set and manage guardrails for your Custom Object pipelines, you'll get more accurate data to glean the insights you need to make informed decisions for your business.
14. Social Calendar on Mobile
What is it?
HubSpot are thrilled to introduce their latest game-changing feature - the Mobile Social Calendar for iOS and Android. Now, overseeing your social media strategy just got a whole lot easier!
Have a bird's-eye view of all your posts, plan crucial publication dates and ensure the year's key events are well-covered – all this at your fingertips!
Why does it matter?
No more scrolling through endless lists. Just tap the calendar icon and jump into our all-new calendar view.
Marketers will find a list of all their published and scheduled posts by opening the Social Menu in the HubSpot Mobile app. In the top right corner are two icons: a "+" for creating posts and a calendar for accessing the calendar feature.
Opt between two mindfully designed options: the 'List' view for a snapshot of your weekly schedule or the 'Day Picker' view for precise day-to-day planning.
In the 'List View', marketers will see all their scheduled posts for a particular day, including the corresponding social network icon, and can navigate on a week-by-week basis. Tapping on a scheduled post in the calendar takes them to a detailed page, enabling further action.
Switch to the 'Day Picker View' for a more focused daily schedule. This view presents the day's posts according to the scheduled time. A simple right/left swipe navigates through the week.
But that’s not all! Tap on any scheduled post to open detailed views for editing or reviewing.
Navigating your social media activities has never been so streamlined!
15. Default View for Followed Tickets
Why does it matter?
Follows are an invaluable tool for ensuring that agents receive timely updates on the tickets they are monitoring. Previously, while it was possible to access followed tickets individually, there was no way to view them collectively. The "Following" default view addresses this by providing a centralized place for followed tickets, enabling quick access to relevant issues and eliminating the need for repeated manual searches.
16. Multi-touch attribution reports now available in Marketing Analytics Suite
What is it?
Multi-touch attribution reports provide a unique set of insights by giving credit to each touchpoint that led to revenue. The multi-touch attribution report builders enable a range of filters, dimensions, models, and ways to visualize what is driving revenue. However, without additional context or set up, it can be hard to make sense of the models on a report.
By adding these reports to the new Marketing Analytics Suite experience, multi-touch attribution reporting now has all of the lightweight editing, contextualized definitions, and improved filtering to make these reports easier to understand and use. And like the other reports in Marketing Analytics Suite, you can also save these reports to a dashboard so that you can add it alongside any custom reports you and your team have created.
Why does it matter?
The latest reporting beta, Marketing Analytics Suite, provides a curated space that combines all of your key, out of the box metrics into one space to make it easier to understand what is and what isn't working. For Enterprise customers, HubSpot now provides a set of multi-touch attribution reports to make it even easier to understand how your marketing efforts are driving revenue.
17. CMS React Data Fetching
What is it?
You can now fetch data server-side to display at render, without the need for GraphQL or HubL. This means you can focus on building with your preferred development framework, React, and enjoy a more efficient and adaptable way to query new HubSpot APIs and external APIs directly from within your modules and partials.
Why does it matter?
Server-side data fetching allows developers to export a function, getServerSideProps, from their CMS React Module definition. getServerSidePropswill return an object with a serverSidePropsproperty and a cacheConfig property which configures caching of the module. In the React component the information returned in serverSideProps can be accessed via props.serverSideProps.
Learn more about server-side data fetching in the documentation and example project.
18. View Other Tickets from the Same Contact in Help Desk
What is it?
This update introduces an "Other tickets" card, which can be viewed on the help desk sidebar. The "Other tickets" card shows any tickets that are associated with the same contact.
Why does it matter?
Context is critical for agents to provide personalized, high-quality, and effective support. One piece of information that can be particularly valuable to know while troubleshooting a given ticket is whether the contact that submitted the ticket has other recent and/or open tickets as well.
19. Search on Ticket Message and Comment Keywords
What is it?
You can now search for tickets using message and comment keywords in the help desk! Search for keywords or phrases and access the corresponding ticket(s) in the search results, see a snippet of the message with the matching search term in the new “Messages” column of the search results page, click into the search result to be taken directly the message, and even perform exact searches for the most precise search results.
Why does it matter?
Searching for the right ticket can feel like looking for a needle in a haystack. Previously, it was impossible to find tickets based on the content of their messages and comments, leading to valuable time spent sifting through search results. With keyword search, you can easily find tickets using message and comment keywords, significantly reducing the time spent searching.
20. Two Way Invoice Sync for Quickbooks Online
What is it?
Two-way Invoice Sync for the Quickbooks Online integration is now live to all users! This feature allows users of the HubSpot <> Quickbooks Online (QBO) Integration to sync invoices from HubSpot → Quickbooks and Quickbooks → HubSpot. In addition to syncing invoices, payments applied to invoices will also be synced, whether the payments are created in HubSpot or in Quickbooks.
Why does it matter?
Until now, HubSpot’s QBO integration only supported one-way syncing of invoices from Quickbooks → HubSpot. With this new functionality, users of the integration can use invoice sync to send invoices both from Quickbooks → HubSpot, and HubSpot → Quickbooks.
This update is critically important for Commerce Hub users who are looking to reflect invoices and payments in their accounting system.
21. Streamlined filter editing in lists, workflows and views
What is it?
Now, you can easily copy and paste multiple rows of data extremely easily into lists, workflows, and views.
Why does it matter?
Many filters within lists and contact views support inputs of multiple values for text strings to allow for better segmentation.
However, you would have to format your data per the filter's input before manually entering each value into the editor. This process was tedious, confusing, and time-consuming!
This update provides a seamless and easy-to-use experience.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Mobile Optimised Email
What is it?
You will now be able to optimise your marketing emails for mobile, enhancing your end recipient experience, improving engagement rates, and ultimately drive higher conversions.
This rollout provides the ability to hide modules and sections on both mobile and desktop, as well as changing the layout and disable automatic column stacking on mobile.
Why does it matter?
Mobile devices are an increasingly popular way for customers to view email campaigns, meaning it's now more important than ever to design with mobile devices in mind.
The new Mobile Editor for Marketing Email will enhance the email editing experience that visualises how and where more receipients are opening their emails.
2. Prospecting Agent
What is it?
The Prospecting Agent researches and executes personalized outreach strategies for prospects within HubSpot's Smart CRM, helping build more qualified sales pipeline. It is targeted for Sales Ops and Admins who do not have the BDR or SDR capacity to research and send outreach to prospects, and instead want to fully automate outreach.
Why does it matter?
Customers can assign companies and contacts in their CRM that match their ideal customer profile and target persona.
Prospecting Agent can then research each target company and contact to develop a deep understanding of their business and needs. It looks for signals of intent and activity, crafts personalized emails using its research and context from the customer's CRM, and reaches out at the right time.
3. Share Contact, Company, Deal, Tickets, and Custom Object Records
What is it?
Sharing Records will enable admins to grant access to a specific record to specific users and teams for Contacts, Companies, Deals, Tickets, and Custom Objects. Users will be able to share records from the object index page, within an individual record page, within Workflows, and by API.
Why does it matter?
Customers today have a number of ways to control which Users have access to a particular CRM Record like a Contact. User Permissions, Teams, the Contact Owner, and Custom User Properties all connect to determine which Users have access to Communicate with, View, Edit, and Delete that Contact. Despite all of these controls, HubSpot have heard in certain scenarios that the access controls for CRM Records are not customisable enough. HubSpot want to ensure that customers are able to provide access for each CRM Record to exactly the right users.
4. Edit & Delete Permissions for CRM Emails
What is it?
Two new permissions, one for edit and one for delete, are being added which can limit the ability for users to edit and delete logged 1:1 emails across HubSpot. The permissions can be set to the following levels:
- All emails: The user can edit or delete all logged emails.
- Emails their team owns: The user can edit or delete logged emails they or their team members are included in.
- Emails they own: The user can only edit or delete logged emails they are included in.
- Unassigned: The user can edit or delete logged emails without an owner. This is an additional option when access is set to emails they own or emails their team owns.
- None: The user cannot edit or delete any logged emails.
Why does it matter?
Today when a user logs a 1:1 email to HubSpot, any HubSpot user with access to view the email activity is able to edit or delete that email. This is an issue for customers who have different employees accessing each other's emails, but who have concerns over those emails being modified or deleted. Two new permissions are being introduced to limit access to editing and deleting logged emails in HubSpot.5. Collaborate mode in ChatSpot
What is it?
HubSpot are excited to introduce Collaborate mode in ChatSpot, a more flexible and intuitive way to generate and edit text using AI within your blogs, website, and landing pages. Previously, you were limited to the options in the dropdown menu, but now you can draft and edit text with open-ended prompts.
This new functionality allows you to interact conversationally with AI, guiding it with your own words for a more personalized content creation experience. Whether you're starting from scratch or refining existing content, you can now tell ChatSpot exactly what you’d like to draft or change.
Why does it matter?
Collaborate mode in ChatSpot introduces more interactive and flexible content creation and editing, so you can compare the text before and after changes and avoid switching to external tools.
6. Edit & Delete Permissions for Notes
What is it?
Two new permissions, one for edit and one for delete, are being added which can limit the ability for users to edit and delete logged notes across HubSpot. The permissions can be set to the following levels:
- All notes: The user can edit or delete all notes.
- Notes their team owns: The user can edit or delete notes they or their team members created.
- Notes they own: The user can only edit or delete notes that they created.
- Unassigned: The user can edit or delete notes without an owner. This is an additional option when access is set to notes they own or emails their team owns.
- None: The user cannot edit or delete any notes.
Why does it matter?
Today when a user logs a note to HubSpot, any HubSpot user with access to view the note is able to edit or delete that note. This is an issue for customers who have different employees accessing each other's notes, but who have concerns over those notes being modified or deleted. Two new permissions are being introduced to limit access to editing and deleting notes in HubSpot.
7. Help Desk Summary Tab
What is it?
The Help Desk Summary provides you with an overview of the latest team metrics and updates from your Help Desk tickets, answering the question "What is important for me as a support team manager today?"
Why does it matter?
Managers of support teams need a central place to gauge the health of your team in the context of the current caseload and customer interactions. Having a pulse on the daily rhythms of agent availability and performance allows managers to better assess where they need to reallocate resources, provide coaching, or even step in themselves on case management.
8. List Filters History
What is it?
Two key features to help you manage changes to Lists:
- The ability to compare current and previous versions of an edited List to identify precisely what filter changes were made and how they impacted the size of the list
- The ability to restore or clone a previous version of a list
Why does it matter?
Today, there is no way to check precisely what modification was made to a list's criteria. This can be troubling for growing teams and admins who manage critical lists and notice abnormal membership changes.
9. Sales Hub Everywhere with the HubSpot Sales Chrome Extension
What is it?
Sales teams can now use the HubSpot Sales Chrome extension and ChatSpot from anywhere across the web!
- Perform research on prospects as you browse their websites
- Enroll contacts in sequences, send emails, make calls and view CRM records
- Utilize ChatSpot across the web to get further insight into companies and contacts
Why does it matter?
To effectively build pipeline and generate revenue, salespeople need to start relevant, contextual conversations with their prospects - and they need to do so efficiently and at scale!
Improvements to the HubSpot Sales Chrome extension enable sellers to efficiently research their prospect online and then leverage Sales Hub's sales engagement tools to engage with their prospect all without leaving the prospect's website!
In the past, users would navigate between windows to perform research online, add a contact or company to the CRM and then enrol them in a sequence - not anymore!
10. Search & Filter Duplicate Records
What is it?
Introducing powerful new search and filtering capabilities in HubSpot's duplicate management tool. Now you can precisely target duplicate records based on key attributes:
For contacts, filter by:
- Contact owner
- Lifecycle stage
- Create date
- Last activity date
For companies, filter by:
- Company owner
- Creation date
- Last activity date
Additionally, HubSpot's new search function enables you to find specific records instantly within your duplicates. Together, these features streamline your data cleansing process
Why does it matter?
The new search and filtering features revolutionize duplicate management, empowering users to focus on the pairs that matter most. By instantly surfacing relevant duplicates, this enhancement dramatically boosts efficiency and user satisfaction. This streamlined process not only saves valuable time but also enhances data accuracy, enabling businesses to make more informed decisions and optimise their workflows for greater productivity.
11. Instagram Stories Support
What is it?
You will now be able to publish and report on IG Stories all within the Hubspot Social tool. Instagram Stories are a temporary feed of photos or videos that vanish from your profile after 24 hours. This content is separate from your usual feed. Each post in a Story acts as a slide in a slideshow, with photos lasting seven seconds and videos up to fifteen seconds.
Why does it matter?
Instagram Stories give you prime placement in your followers' feeds, allowing you to stand out and grab their attention. By consistently posting Stories, you can stay top of mind with your customers and bypass the constantly changing Instagram algorithm.
Stories also provide a perfect opportunity to showcase the human side of your brand. The informal and spontaneous nature of Stories allows you to connect with your audience on a more personal level, showcasing your brand's voice and personality.
12. Enhancements to orders and carts objects
What is it?
There are new features available for the carts and orders objects in HubSpot:
- Record pages for orders and carts objects
- Association cards allow you to easily view associated orders and carts on record pages, such as deals, contacts, companies, and tickets
- Support for object data management accessible from the settings tab
Why does it matter?
Previously, the orders and carts objects didn't offer parity with other HubSpot CRM objects, which limited the way ecommerce and order data could be managed within HubSpot.
Now, these improvements significantly enhance how you can manage your ecommerce data in HubSpot and enable a variety of use cases, including the ability to incorporate order and cart data into marketing campaigns and or into reports.
13. Primary Campaigns data source now available in the Custom Report Builder
What is it?
You can now create custom campaign reports in HubSpot's Custom Report Builder, thanks to a new data source called 'Campaigns'.
This new Campaigns reporting functionality allows you to take your campaign reports and dashboards to a new level, making it easier to measure and report on the success of individual or multiple campaigns.
This bespoke Campaigns datasource is a combination of:
- default and custom campaign properties,
- the Campaigns 'influenced contacts' event, and,
- properties from associated asset objects
This complex data structure enables users to answer key questions in evaluating the success of their campaigns, such as:
- How do my influenced contacts move through my lifecycle stages?
- How many contacts have been influenced per campaign?
- How many deals have been generated by the influenced contacts, by campaign?
- What's my total campaign spend vs. campaign budget per campaign?
- What campaign has the highest amount of page views etc.?
- What campaign has the highest variety of channels (asset types)?
14. Messaging Insights
What is it?
Messaging insights will help our marketers with quick, informative insights and actionable recommendations to improve their marketing email strategy. With these new insights:
- Marketers will understand when there has been marketing email performance deviation so that they can be informed, and take action based on surfaced insights.
- Marketers will understand when there has been either a positive increase, or decrease in their email marketing performance so that they can learn and make and adjustments as part of their email marketing strategy.
Why does it matter?
Finding the time to deeply understand messaging insights can be difficult, and knowing what actions to take next for your messaging strategy can be challenging. HubSpot can now save our users time, by proactively detecting and surfacing messaging insights and recommendations.
15. Copy automated marketing emails from one HubSpot account to another
What is it?
Customers can now copy automated Marketing Emails from an Enterprise account to another Enterprise account. This feature is beneficial to those customers with multiple HubSpot accounts (portals).
Why does it matter?
Upmarket customers with multiple HubSpot accounts want to be able to copy assets across account. Today, customers have to manually create assets from scratch in each account although they might share a lot of similarities. This creates a lot of friction for marketers who work across multiple accounts and takes time away from their main day to day tasks.
16. A more guided custom reporting experience
What is it?
HubSpot's experience for creating custom reports now offers a more guided and dedicated space to build new reports either from a template or using one of the six report builders.
Why does it matter?
Being able to make data-backed decisions is crucial for you to drive your business strategies forward and pivot wherever necessary. Report creation is a key aspect to analyzing your data, but it hasn't always been clear in HubSpot how to create new reports, where to start, or what customisation options are available to build reports that reflect your unique business.
Originally when creating new reports in HubSpot, it wasn't always clear what report templates were available, as well as what report builder was the best fit for your data analysis. Oftentimes, you didn't know what option best matched your report objective, and the cost of trial and error was high because you had to start over from the beginning if the report builder or template didn't end up being what you were looking for. This is time-consuming, cumbersome, and complicated—all things that stand in your way of getting to the insights your business needs.
Now, you have dedicated report creation spaces to either build a report from a template, organized by business area and data type, or create from scratch using one of HubSpot's six report builders. For one of HubSpot's most powerful report builders, the Custom Report Builder, you have a more guided way to either build your report from a pre-built dataset (Operations Hub Enterprise) or selecting from a series of data sources.
17. Conditional Logic in Forms
What is it?
Gone are the days of clunky, long-winded Forms standing between leads and that valuable piece of content or talking to sales. Website visitors today have shorter attention spans than ever, and they crave engaging, short, visually captivating web experiences.
Conditional Logic lets you create a form that responds to people’s answers. It’s a great way of segmenting your audience, and making the experience as easy as possible for them. Visitors only see questions that are relevant to them creating a feeling of a thoughtful, customised interaction. The results? Higher completion rates.
Why does it matter?
Conditional logic allows marketers to only show questions that are relevant to the user’s previous responses, reducing visitors' time spent on irrelevant or redundant questions creating a feeling of a thoughtful, customised interaction.
18. Transfer Calls Inbound Calls in Inbox & Help Desk
What is it?
Users who are assigned to the same calling channel in Inbox or Help Desk can now transfer inbound calls to one another.
19. Track Property Changes with Property Change Events
What is it?
Property Change Events allow you to:
- Report on the history of property changes in places like the Custom Report Builder
- Use property history in Customer Journey Analytics
- Use property history in segmentation
- Use metadata about property changes in automation, such as when the change occurred, who made the change, the previous value, or current value
Why does it matter?
With this update, you can easily track when object property values change and use those events in reporting, lists, and automation.
20. New order- and cart-based workflow templates available
What is it?
Three new order- and cart-based workflow templates are now available in beta in the workflow template library:
- Ecommerce welcome workflow
- Abandoned cart workflow
- Re-engagement workflow
Why does it matter?
If you're using HubSpot's orders and carts objects, you can now set up workflows using these out-of-the-box workflow templates to provide your ecommerce customers a seamless customer experience.
21. Forms Styling & Layout Customisation
What is it?
You now have more control over styling your form, making it easier to align your forms design with your visual identity.
Why does it matter?
Easy to learn, easy to use, and easy to love. Hubspot Forms had enhanced customisation and styling tools, allowing you to effortlessly align your forms with your brand's visual identity creating a cohesive and engaging experience for every visitor.
22. Multi-Step Forms
What is it?
Multi-Step Forms tackles the problem of form abandonment by breaking down longer forms into manageable parts, providing visitors with a sense of accomplishment and encouraging completion.
Why does it matter?
Website visitors are more likely to complete shorter segments of a form than a long, daunting single page. This incremental approach can significantly improve conversion rates.
23. CRM & Live Validation on Forms
What is it?
To help maintain consistent and accurate data in your HubSpot account, you can set rules for custom text and number properties. When validation rules are set for a property, users must meet the property's requirements in order to save a value. The same validation rules are now applied to visitors filling out Forms.
HubSpot have also added Live Validation, which means visitors can immediately see where the format of their input needs to be corrected, making it easier to complete Forms and helping to maintain consistent and accurate data in your HubSpot account.
If for any reason, you prefer to only apply validation when users submit a Form, you can override the default behaviour by navigating to Settings > Tools > Marketing > Forms > Submission Settings and toggle off the Enable live validation of form fields setting.
24. Updated Email Subscription APIs
What is it?
Email Subscription APIs have expanded capabilities for Businesses seeking more flexibility when using different tools as part of their operation and/or a need to craft custom solutions (both in/outside of HubSpot) to suit their specific business needs.
Updated Email Subscription APIs include:
- Ability to subscribe/unsubscribe contact(s) from one or some subscription types. Includes the ability to subscribe previously unsubscribed users.
- Ability to unsubscribe from all email communication.
- Support for Business Units.
Why does it matter?
Collect, set, and manage subscription statuses using external assets of HubSpot. Use cases for Email Subscriptions APIs include, but are not limited to:
- Using non-HubSpot forms to collect consent and preferences (i.e. lead gen/email capture tools)
- Customized, external preference centers (i.e. hosted on their own websites)
- Preferences used, centralized within customer’s mobile app > settings
- Syncing contact statuses from/to an external database of HubSpot
25. Store highly sensitive data in HubSpot
What is it?
HubSpot super admins can create custom properties that store highly sensitive information, such as Social Security Numbers (SSN) or full bank account numbers, and also restrict user access to the properties by using field level permissions.
Why does it matter?
By storing highly sensitive data in HubSpot's Smart CRM, organizations across industries like finance, insurance, and healthcare that must store highly sensitive data can now take full advantage of HubSpot's customer platform to power their go-to-market strategy.
Sales, marketing, and service can view, edit, and store highly sensitive data safely in HubSpot, enabling them to create a more complete and unified customer profile in the CRM.
26. Improvements to data sync's unique identifier configuration
What is it?
You can now use custom properties as unique identifiers for data sync, ensuring better control and accuracy in matching records within your data sync configuration.
Additionally, you can disable matching altogether. This may be useful for certain sync use case, such as data migrations, that do not need to rely on matching records.
Why does it matter?
Data sync previously relied on fixed heuristics to match and deduplicate records during the initial sync. When syncing contacts, it would look to email addresses to identify matches across a database, while for companies it mostly uses company names.
This approach did not provide sufficient control and predictability in large databases, especially when in those databases some of those fixed unique identifiers were not necessarily unique. You could have multiple companies named "Acme", representing various regions, owned by different reps, but all with the same company name.
To address this issue, HubSpot now allows users to control matching functionality using your own custom IDs. This gives you more control over the sync process and ensures accurate matching.
However, it is important to note that matching on custom IDs can have significant implications on how syncing works - so this is a feature to be used with caution.
27. Copy to clipboard functionality in UI Extensions
What is it?
HubSpot are adding a new functionality to help customers easily copy information onto their clipboard. The action is called copyTextToClipboard and here is an example of how this is to be used. This new functionality pairs well with the new "copy" Icon.
Why does it matter?
This will help developers create even more powerful extensions and can help users complete tasks faster. For example, this can be used to create a copy button to help the user copy information like a phone number or email.
28. Marketing Email Size Improvements
What is it?
Size optimisation in Email improves engagement and conversion rates, as well as help ensures that your emails get delivered.
This rollout introduces some small changes to help reduce the size of Emails creating using HubSpot's Drag and Drop Editor, helping to reduce the impact of client clipping, and allowing you to display more content in your Email and improve deliverability.
Why does it matter?
Every Marketing Email has its size, which affects the way servers and inbox providers will handle its content. The size depends both on the HTML code (tables, text, links) and graphics embedded in the email.
Large emails are more likely to encounter problems during its delivery, and HTML emails that exceed 102 KB are at risk of clients like Gmail “clipping” your email.
This rollout introduces some small changes to help reduce the size of Emails creating using HubSpot's Drag and Drop Editor, helping to reduce the impact of client clipping, and allowing you to display more content in your Email and improve deliverability.
