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HubSpot Product Update: December 2024

December 16, 2024

Welcome back to our HubSpot Product Spotlight! In this blog, we’ll explore some of our favourite HubSpot updates from the last month.

Welcome to our HubSpot Product Spotlight for December. 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. High-intent Page Recommendations

What is it?

Not 100% sure what your highest-intent pages are? No problem.

Starting today, 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.

Why does it matter?

Make quicker, more data-driven decisions on how to define your intent criteria. No guesswork or consulting with other teammates required to start identifying your highest-intent prospects.

2. Predictive Deal Score - Key Factors & History

What is it?

We are adding predictive deal scores to deals. Based on inputs such as deal velocity, rep activity, and buyer engagement, this score provides a powerful and standardized way to assess deal health and prioritize sales efforts.

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Why does it matter?

Sales reps often struggle to effectively prioritise their deals, resulting in missed opportunities and wasted time. With predictive deal scoring, AI is used to rank deals based on their likelihood of closing. This empowers sales reps to focus their efforts on the most promising opportunities and gain a deeper understanding of the key factors that drive success. Additionally, sales managers can utilize these scores to provide targeted coaching and set achievable goals for their team.

3. Check Data Model Limits via API

What is it?

Developers can check a specific portal’s progress toward a number of data model limits via API.

Why does it matter?

Accessing data limits via helps developers track usage and access through another medium. Earlier this year, we introduced the ability to easily review data model limits within the Limits tab (accessible via Data Model>Limits). Within this space, users view their overall usage and limits for records, associations, custom properties, association labels and custom objects. Developers are eager to access this information and have requested the ability to query it via API.

4. AI Predictive Trendlines

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What is it?

You can now leverage AI to forecast future data trends in your reports.

Why does it matter?

AI-driven predictions in reporting enhance your ability to understand your data by making it easier to identify trends and forecast outcomes.

5. Sales Extensions: "Remember Me" for SSO logins

What is it?

The "Remember Me" checkbox is now available for all login types through the sales extension, including single sign-on (SSO) logins. By checking this box, users can stay logged in for up to 28 days, reducing the need for frequent logins.

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Why does it matter?

With this update, you can enjoy uninterrupted access to HubSpot Sales in Google Chrome and Outlook, allowing you to focus more on your work.

6. Data Quality Property Insights in Report Viewer

What is it?

This update introduces data quality property insights into Report Viewer. It is available for contact, company, deal and ticket objects.

Why does it matter?

When building reports, it is difficult to determine which properties to use to reach a reporting goal and how much data is available. Data quality tools offer useful context to help understand properties, where data is coming from as well as how much data is available.

7. Weighted and even distribution for meetings in scheduling pages

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What is it?

HubSpot have added the ability to distribute your meetings evenly across rotation members or based on assigned weights on scheduling pages.

Why does it matter?

Scheduling pages now offer more control over how meetings are assigned. Instead of prioritizing showing the most availability, you can now choose to:

  • Distribute meeting assignments evenly between team members, giving every team member an equal number of meetings
  • Assign meetings based on a weighted rotation, giving more meetings to certain team members

You can use a meeting rotation to populate your scheduling page members. When you make changes to the meeting rotation, those changes are shown in all scheduling pages that use that rotation. This means you can automatically update the members of a scheduling page when members are added or removed from a team.

8. Sort records within sidebar association cards

What is it?

Admins can customise their sort order for records displayed in the sidebar association cards.

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Why does it matter?

The sidebar association card shows key records related to what you're currently viewing. By sorting records, reps can easily access the most important information when they need it.

9. Conversational Support Powered By AI

What is it?

The new self-service support agent provides smarter, context-aware solutions through natural and personalized interactions. Now, you can enjoy a seamless chat experience by typing directly with the agent, eliminating the need for quick-reply options.

Why does it matter?

Finding the right support can be challenging when self-service agents struggle to provide clear answers, understand your unique needs, or dynamically adapt to your situation. This often means delays, generic solutions, and slow downs in your work.

With HubSpot’s new and improved agent, your experience is reimagined. It’s smarter, more conversational, and highly personalized, using advanced tools to deliver accurate, context-aware solutions tailored specifically to you.

10. New onboarding experience for Shopify app

What is it?

Now there's a new onboarding experience for the HubSpot's Shopify app, empowering you to get the most out of both HubSpot and Shopify right away.

Why does it matter?

Previously, when getting started with HubSpot's Shopify app, it could be difficult to understand all the features and how to set them up.

Now, the new onboarding experience offers a range of out-of-the-box email templates, reports, and modules specifically designed to met your ecommerce needs. The experience consolidates these resources and presents them upfront, ensuring you're fully informed of the integration's benefits and can easily explore its features.

11. Countdown Timer in CTAs

What is it?

We've added a new "Countdown Timer" module to HubSpot CTAs! You can add this module directly to your pop-up and embedded CTAs, and then surface them on your website to drive conversions.

Why does it matter?

Adding a countdown to your CTAs is a powerful way to highlight limited-time offers or upcoming events. Countdown timers in pop-ups and embedded CTAs encourage user engagement and are shown to increase conversion rates for time-sensitive campaigns. Using a countdown can be particularly valuable if your company has any limited-time promotional events, sales, or offers.

 

12. Data Quality Property Insights in Report Viewer

What is it?

This update introduces data quality property insights into Report Viewer. It is available for contact, company, deal and ticket objects.

Why does it matter?

When building reports, it is difficult to determine which properties to use to reach a reporting goal and how much data is available. Data quality tools offer useful context to help understand properties, where data is coming from as well as how much data is available.

13. Compare Campaigns: Export & custom properties

What is it?

You can now explore new functionalities in the Compare Campaigns tool:

  • Compare the performance of your Campaigns' custom properties for deeper insights
  • Easily export all campaign insights via PDF for convenient sharing and analysis

Why does it matter?

These updates empower you to make informed, data-driven decisions and share the performance of up to 10 campaigns with external stakeholders.

14. Ability to edit reviews on HubSpot App Marketplace

What is it?

Starting today, anyone who's used and reviewed an app on the HubSpot App Marketplace can now revisit and edit their app reviews.

Why does it matter?

Previously, app users were unable to make revisions to app reviews on the App Marketplace – either to correct typos, changes, or inaccuracies. Workarounds existed, but they were cumbersome and inefficient. Now, users can revisit and directly edit their app reviews as needed.

15. Company Research Insights in Sales Workspace

What is it?

We are adding AI-generated company research insights to the deal insights section in the sales workspace.

Why does it matter?

Salespeople spend a lot of time researching companies and news to prepare for conversations with buyers. This makes them less productive and means they have less time to work on deals efficiently. By summarizing company research on the deal page in the sales workspace, we are saving reps time that can now be used to engage more meaningfully with buyers.

16. Sales Workspace is Now Available for Opt-In

What is it?

As announced at INBOUND24, HubSpot are introducing a sales workspace for business development reps (BDRs), account executives (AEs), and full-cycle sales reps. It's designed to be easy and fast, by bringing all the data and tools needed to manage your sales processes in one place.

The sales workspace will replace the existing prospecting workspace. To minimise disruptions, we are rolling it out in phases. First, only to new Sales Hub accounts and to users who don’t make use of the prospecting workspace.

We'll migrate all remaining Sales Hub portals to the new sales workspace on Jan. 20, 2025. In the meantime, admins of those portals can opt in to the new workspace experience through a banner at the top of the prospecting workspace.

Why does it matter?

HubSpot have reimagined the prospecting workspace as the sales workspace because we know that in the current selling environment every quota-carrying salesperson is responsible for pipeline generation. For some sellers (e.g., BDRs), pipeline generation is their entire job, while for others (e.g., AEs), it's necessary to hit quota on top of their deal-closing duties.

The sales workspace combines pipeline generation and closing activities into one place. This makes it easy for salespeople to choose and do the most important and relevant sales actions to reach their sales goals without having to swivel from one tool to another.

17. Filter Workflow Enrollment History by Versions

What is it?

Users can filter Workflow Enrollment History by versions to see how changes made to a workflow impacted enrollment behavior.

Why does it matter?

Until now, users have had to try to manually tie together information from revision logs and enrollment history, to try to diagnose how how changes made to a workflow impacted workflow enrollment.

18. New CTAs Source in Custom Report Builder

What is it?

HubSpot have introduced a new CTAs data source designed for the Customer Report Builder.

The new source allows you to generate more tailored reports, providing deeper insights into the performance of your pop-ups and embedded CTAs. With this update, you can view click rate performance at a glance and gain a clearer understanding of what drives engagement and conversions.

Why does it matter?

Dive into your CTA analytics with a more granular view. Explore metrics like click rates, locations, and other advanced properties to uncover trends and optimize your marketing strategy. The new CTAs source allows you to create custom, data-driven reports that can unlock actionable insights for your team.

19. Crop your social media images while creating your social post on mobile

What is it?

In this new Mobile version, marketers will find a new capability to crop and adapt their social images while creating new social media posts.

On iOS, every time there is a wrong aspect ratio on Instagram, marketers will see the option to correct the image aspect ratio.

On Android, the cropping tool will be available for all social media networks.

Let’s dive deep into this feature and all the new capabilities!

Why does it matter?

Marketers need to publish on the go, and our mission is to make this process as simple as possible for HubSpot marketers. With the cropping option, Instagram stories and other social media posts will be published way faster.

On Android, users will be able to crop all images on all social media platforms.

20. Instagram Stories on Mobile

What is it?

You can now publish Instagram Stories and see their performance on the Mobile 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, which is found on the go a lot of times!

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.

21. New Workflow Actions for Associations

What is it?

Workflow users can now automate association management with workflows. Utilise new actions to apply, update, or remove labels and create associations based on matching properties. Watch these videos to learn more:

Why does it matter?

This new functionality empowers users to automate association management, enhancing data quality and reducing manual effort. As companies grow, automated processes ensure efficient management of increasing associations and labels.

22. Customise Out-Of-Office Behavior of Customer Agent

What is it?

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.

To update your customer agent's hand-off messages:

  1. Navigate to 'Customer Agent' app
  2. Select the 'Configurations' tab
  3. Select 'Hand-Offs' in the sidebar

There are four messages admins can configure and each are based on their fallback user's availability. Note: These messages will be translated to the visitor's language

  • Available: Sent when your fallback user or team's status is available
  • Max Capacity: Sent when your fallback user or team has reached their limit of active conversations
  • Away: Sent when your fallback user or team's status is unavailable
    • Note: Customer agent does not take into account live chat widget availability.
  • Outside of Working Hours: Sent if the fallback user or team is outside their working hours. Update working hours under Users & Teams > Preferences > Working hours.

Why does it matter?

To address the frustration that customers and CX leaders have shared—namely, that self-service solutions (like the customer agent) don’t always resolve complex issues and can leave customers feeling uncertain or delayed—we’ve made it easier to customize how customer agent handles handoffs to human agents. Customers expect a seamless transition to a real person or clear communication about when their issue will be resolved. By improving this handoff process, we’re helping businesses provide a smoother experience, even for more complex inquiries.

23. Data Quality Demo Mode

What is it?

Introducing the Data Quality Demo Mode in HubSpot. You can now take a guided tour through your data management tools, including data monitoring, duplicate management, formatting issue detection, and property insights.

Why does it matter?

Your HubSpot account has a lot of useful features — it can be hard to keep track. This new interactive walkthrough helps you understand the data quality tools in HubSpot quickly and easily, so you can use them to clean and curate your data.

24. Create and View Tasks from Help Desk Sidebar

What is it?

With this update, support agents can create and view tasks directly in the help desk workspace.

Why does it matter?

Since releasing help desk earlier this year, one of the biggest pieces of feedback we've heard from our customers is that they want more of HubSpot's platform-wide functionality to be accessible and available directly from help desk. Efficiency is critical for high-volume support teams using the help desk workspace—having to click into other screens or parts of the app drains precious time that could be better spent responding to customers.

Tasks in particular are used by support teams to keep track of action items that need to be completed in order to resolve a given ticket. Prior to this update, users were having to leave help desk in order to track and manage ticket-related tasks. Tasks in help desk makes it easier for users to seamlessly follow-up on tickets, ensuring quick issue resolution without missing a beat.

25. Multicurrency Support for Deal-based Goals

What is it?

HubSpot are introducing multicurrency support for deal-based goals when the goal property is set to Amount.

When creating a deal goal, users can now choose Amount in the property field and pick the currency they want the goal to be reported on. Please note that you can only choose a currency as long as the currency and its exchange rate are set for that HubSpot account.

Why does it matter?

Until now, HubSpot didn't support multicurrency for deal-based goals. Deal-based goals relied on the "Amount in company currency" property. As a result, users weren't able to set a different currency for goals. You can now access multicurrency on deal-based goals by using Amount as the property.

26. Create Sales Leads from Mobile

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What is it?

Sales representatives using the HubSpot mobile app now have the capability to generate leads directly from the app. This update lets reps create leads from different places in the mobile app interface​ —giving them the freedom to build their pipeline anytime and anywhere.

Why does it matter?

Until now, sales representatives couldn't create new lead records from the mobile app while managing their prospecting pipeline. They were constrained to using an enabled portal Lead setting to generate leads only when contacts in specific stages emerged. This posed a significant limitation in expanding their sales pipeline when away from their desks.

Now, with up to three distinct entry points available on the HubSpot mobile app, representatives have the unrestricted ability to best prospect from anywhere.

27. Goal Cloning

What is it?

Goal Cloning introduces a clone option in the Goals Overview page item dropdown menu, where the customer is able to create a “copy” of an existing goal. This creates a goal with the following:

  • Copied over goal configurations (milestone type, goal type, template, etc.)
  • Copied over teams/users assignees
  • Copied over goal target amounts
  • Next fiscal period start and end dates
  • New goal name

Why does it matter?

Currently, if a customer wants to repeat a goal for the next fiscal period, they have to manually create a new goal, reselecting the same configurations and reentering specific targets for every assignee. Goal Cloning will provide customers with an easier way to recreate goals for the next fiscal year period, enabling easy and fast goal creation and driving goal usage.

28. Summary data wells now supported in multi-touch attribution builders

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What is it?

We are adding summary data wells for each of these attribution types. These data wells provide contextual metrics that give you a high-level of any attribution chart you create.

Why does it matter?

HubSpot supports three multi-touch attribution report builders:

  • Revenue -- uses multiple multi-touch models to give credit to marketers for driving revenue
  • Deal create -- uses multiple multi-touch models to give credit to marketers for driving new deals
  • Contact create -- uses multiple multi-touch models to give credit to marketers for driving new deals

We are adding summary data wells for each of these attribution types. These data wells provide contextual metrics that give you a high-level of any attribution chart you create and make it easier to communicate how much value marketers are driving.

For example, the following metrics are included in the revenue attribution data well:

  • Associated deal value -- the total value of all the closed-won deals in the report.
  • Closed won deals -- the count of closed won deals in the report.
  • Average deal size -- the average size, in currency, of the closed won deals
  • Average interactions per deal -- how many interactions it took, on average, to close a deal.

29. Canva Integration Enhancements

What is it?

The embedded Canva experience in HubSpot just got better—we've added some frequently requested features. You can now:

  • Add Canva Pro Elements to your designs
  • Comment and share Canva designs with your team
  • Find designs created within HubSpot in your Canva homepage

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Why does it matter?

Canva is one of the most popular tools to create professional designs. The HubSpot and Canva integration helps you design and distribute content without having to inefficiently move between the two platforms. With these updates, this combined experience just got even better for HubSpot users with Canva Pro.

30. Mobile Lead Management 2.0 - Enhanced Experience

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What is it?

HubSpot are changing how mobile sales reps can navigate and move leads from the HubSpot mobile app. This new navigation experience aims to help reps reach their main prospecting goals (e.g., get more qualified leads, set discovery meetings) and indirectly improve the chances of closing more deals.

Why does it matter?

HubSpot changing how you manage leads on mobile. The new design and features will make it easier to find and manage leads on while on the go. The changes will also make the mobile experience more similar to the desktop experience. This means you can create and manage your pipeline in the same way on any device— making you more productive, no matter where you are.

31. Gauges in Single Object Report Builder

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What is it?

The single object report builder now supports the creation of gauge charts. These visualizations easily and clearly show performance data relative to defined ranges.

Why does it matter?

Gauge charts make it easy to understand if your metric is above or below where you want it to be, which enables users to build impactful reports. At a glance, readers can quickly answer important questions like "How close are we to meeting our KPI?" or “Does this metric need immediate attention?”

32. Conditional Formatting in Table Reports

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What is it?

Users can now apply conditional formatting to table visualizations using the custom report builder and single object builder. This functionality allows you to highlight data visually.

Why does it matter?

With conditional formatting, you can quickly grasp your data through cell highlights and color scales, which draws attention to key information and helps generate insights faster.

33. Limits Tracking Tab

What is it?

The Limits Tracking tab is a single tab for admins to track all of their data configuration and usage limits. They'll be able to see limits for the following:

  • Records per object type (contacts, companies, deals, tickets, custom objects, invoices and marketing events)
  • Custom Object Definitions
  • Custom Property Definitions
  • Calculated Property Definitions
  • Association Labels
  • Associations per record

Where appropriate, customers will see in-context upgrade points related to limits and usage.

Why does it matter?

Without proactive and accurate understanding of their usage and limits, customers are either blindsided by hitting a limit or worse, experience data loss. We’ve started to alert admins as certain records cross usage thresholds e.g. when a record reaches 80% and 100% of its association limit, but there was no central place to see and track these limits. The Limits Tracking tab allows admins to visualize and understand their limits and usage in real-time from a single location, and proactively manage their portal, configuration, and data.

Additionally, some of HubSpot's data limits have existing upgrade points but they’re often not surfaced proactively or in context.

34. AI-Powered File & Image Search

What is it?

HubSpot will now analyze public files using AI and automatically generate descriptions and keyword tags for each. You can then search using natural language and locate matching files based on their contents.

Why does it matter?

Finding and reusing the various files and images you upload to HubSpot can be difficult with our existing tools. Now, finding files and images previously used in content is easier than ever.

35. Info for Developers about the Object Library

What is it?

HubSpot are introducing two new ways for developers to be informed about the new objects available in the Object Library. These new objects include: appointment, course, listing, and service.

Why does it matter?

HubSpot have recently introduced four new objects, and it's important that developers are able to leverage them. Given that the new objects can be in either an enabled or disabled state, it's critical to provide API visibility to that information.

36. Delete Subscriptions

What is it?

You now have the ability to delete cancelled and expired Subscriptions!

Why does it matter?

When starting to use HubSpot Subscriptions, you can create test subscriptions in order to understand their functionality. As long as the subscriptions are in a cancelled or expired status, the subscriptions can be deleted permanently from your account.

You can use the functionality to permanently delete any cancelled or expire subscription (even if not necessarily used for testing).

37. Estimated Email Size in Marketing Email Editor

What is it?

Size optimisation in Marketing Email improves engagement and conversion rates, as well as helps ensure that your email gets delivered.

With this rollout, the 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.

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 email providers like Gmail “clipping” your email.

With this rollout, the Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with more visibility into their total email size and help reduce the impact of client clipping.

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Beta

These updates are currently in the works and nearly ready to be released on your HubSpot Portal.

1.  Analyse meetings in the custom report builder

What is it?

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.

You can now report on:

  • Internal users that are listed as attendees on the meeting
  • Count of meetings
  • Location type
  • Guest emails that were added through a scheduling page booking
  • And more!

Why does it matter?

Teams may have several people joining meetings, like sales representatives, technical experts, and managers. Because users want to make sure that everyone who attends a meeting gets credit for it, regardless of whether they're the host, HubSpot now lets you see who books meetings, who hosts them, and which other internal users are listed as attendees.

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2. Audit Log Alerts

What is it?

Admins can now set up alerts 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.

Why does it matter?

Today admins need to repeatedly visit the Audit Log in order to see if certain events, like multiple data exports or failed logins, have occurred. This is tedious and slow. That's why today we're providing our customers with the ability to get notified for specific events in the Audit Logs, making it easier for them to stay on top of important activity in their account.

3. Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

What is it?

We’ve added new permissions enabling admins to control who can merge Contact, Company, Deal, Ticket, and Custom Objects.

Why does it matter?

Admins can now better maintain data hygiene as they gain more control over who can merge records. This resolves the concern of needing to grant broad editing permissions, allowing them to fine-tune access specifically for merging, ensuring data integrity while meeting users' job requirements.

4. Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

What is it?

We’ve added new user-level permissions enabling admins to control who can create and/or edit specific object types (Contact, Company, Deal, Ticket, and Custom Objects).

Why does it matter?

Admins can now ensure better data hygiene by separating permissions for editing and creating records. This allows admins to enable users to edit Contacts, Companies, Deals, Tickets, and Custom Objects without automatically granting record creation abilities, addressing customer concerns about data quality and control.

5. Improved property archive experience

What is it?

You can now archive properties used in index page views without needing to remove them from each view.

Why does it matter?

This update will make maintaining a clean data model easier for admins. With this change, you can archive a property immediately if its only use is as a sort or column in a view. This helps users see only the most valuable properties in your portal.

6. Reporting on SLA Operating Hour performance in Help Desk

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What is it?

With this new functionality, support leaders will be able to deduct new kind of insights from the SLAs set in their portal.

You will get access to 2 more data points:

  • Time to First Response in SLA Hours
  • Time to Close in SLA Hours

Why does it matter?

Many support organizations do not offer a 24/7 support. Understanding a support team's performance within the set SLA hours is key to understanding and improving customer experience and thus customer satisfaction.

7. Block (Free) Email Domains from Scheduling Meetings

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What is it?

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.

Why does it matter?

Protecting your time is important. Users have shared that they are struggling to make sure that their calendars are filling up with meetings that they find valuable. To combat unwanted meetings, HubSpot is introducing the ability to block free email domains or a specified list of domains from being able to book time on your calendar.

8. Sales Hub in Google Calendar

What is it?

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.

Why does it matter?

Sales reps have a lot on their plates, from meeting prospects to closing deals. We know switching between tools can be a hassle. That's why we've integrated essential HubSpot meetings features right into Google Calendar. Now, you can prepare, follow up, and log meeting outcomes without missing a beat​ —making your workflow smoother, and boosting your productivity.

9. Migrate your existing knowledge base onto the new suite of customisation tools

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What is it?

HubSpot's previous release "Customisation tools for new knowledge bases" required that users start from scratch to take advantage of new customisation features. With this update, we offer an easy path for existing customers to migrate their legacy knowledge base to the new platform! 

If you see a "Configure" dropdown in lieu of the "Customize template" and "Organize categories" buttons, you're already taking advantage of our newest tools!

New customization features in the knowledge base tool are outlined below:

Themes:

  • Style your knowledge base fonts, colors, buttons, and more using 50+ granular controls in the Theme Editor.
  • Add custom fonts from the font picker of the theme editor.
  • More on theme settings in this article.
  • Please note: Custom themes and developer tools are not supported for the KB at this time.

Navigation Menus:

  • Not only will you be able to style your navigation menu links in the theme editor, but there is now support for dropdown menu items.
  • You can also reuse existing menus from any Marketing or CMS Hub content.
  • More on navigation menus in this article.

Editor:

  • Edit article content in a revamped editor that reflects the look and feel of your configured styles. With this change, the article editor will be more consistent with our website page and blog post editing experiences.
  • Use Breeze Copilot to edit and generate knowledge content.
  • Commenting: add comments to individual articles for a collaborative writing process.
  • (Enterprise only) Approvals: request approval before articles are published live.
  • One-Click Publish: reduce superfluous clicks when publishing a knowledge base article.
  • For those who liked the streamlined experience of the old article editor, we have a new Focus Mode for the editor that zooms in on just the core article content.

Management:

  • (Enterprise only) Limit increase: Accounts with multiple knowledge bases can now add up to 25 KBs!
  • Refreshed management tools that will allow users to create saved views and easily filter articles using a management screen consistent with other content tools in HubSpot.
  • Cloning: For the first time, it is possible to clone your knowledge base articles.
  • Language support: Rather than the 38 supported languages and locales available before, there are nearly 200 languages and locales supported for your articles, consistent with HubSpot's website page and blog post tools.
  • Header HTML: It is now possible to add header and footer HTML across the entire knowledge base at once. Before, header HTML could only be applied at the individual article level.
  • Query KB data using GraphQL

Why does it matter?

For years, HubSpot have been hearing your feedback about the limits of styling knowledge base articles, especially when compared to other types of HubSpot-hosted content like website pages and blog posts. The related post on the Ideas Forum is one of the top ten most-upvoted ideas in HubSpot history.

Simple updates to navigation menu fonts or text alignment were not possible, and knowledge bases often couldn't match the branding of a main website. These updates are a big first step in addressing that pain.

10. Weekly Product Updates Roundup

What is it?

Super admins can now subscribe to email notifications for Product Updates. By subscribing, admins receive a weekly e-mail with information on the latest betas and upcoming releases.

Why does it matter?

HubSpot is continually releasing new features with the goal of helping our customers grow better. These updates are published to the Product Updates page, but it can be challenging for admins to keep up with the influx of changes, especially without direct communication. This can result in significant changes going unnoticed, potentially disrupting users' workflows in HubSpot.

The Weekly Product Updates Roundup bridges this gap by providing admins with direct communication about the latest betas and upcoming changes to their account, ensuring they stay informed and prepared.

11. Emails index page

What is it?

HubSpot has built the emails index page, where you can bulk manage your portal's 1:1 emails.

Why does it matter?

The emails index page now offers a centralized location to manage email engagements across senders and recipients, unlocking bulk data management activities such as deleting unwanted emails from your CRM.

 

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