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Welcome to our HubSpot Product Spotlight for January 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 features now live and ready to use in your HubSpot portal.
Notify if Meeting Booked via Insert Proposed Times
What is it
This enhancement to booking meetings will now ensure the meeting organizer gets notified when someone books a meeting with them through the "insert proposed times" feature.
Previously, notification functionality only existed when booking through a meeting scheduling page. This enhancement will bring parity between these two booking experiences and make sure that meeting organizers are aware when a prospect adds time to their calendar.
Why does it matter?
Currently, users do not receive email notifications when a prospect books a meeting with them through the "insert proposed times" feature.
Ticket @mention Notifications for Mobile
What is it?
It is now possible to receive @mention notifications for tickets on your mobile device.
Why does it matter?
Until now, getting notified of @mentions on tickets was only possible on the desktop app. Bringing these notifications to the HubSpot mobile app means users can now get notified about ticket mentions, ownership reassignments, or status updates wherever they are. This gives our users more flexibility in organizing their teams and optimizing their customer experience.
Left sidebar conditional customization now in Pro+
What is it?
HubSpot is bringing the ability to conditionally customize the left sidebar to Pro+ customers. Previously, only Enterprise customers could create default record sidebars for specific teams and make a record sidebar section conditional. Now, we’re moving this feature to Pro+ across all hubs so that more customers can access it.
Why does it matter?
The left sidebar displays certain properties and the record's values for those properties. Admins can customize the sidebar to display relevant information at the right time, so their reps can focus on the task at hand, rather than searching for the data they need. With this change, all sections of the record (left sidebar, middle column, right sidebar) can be conditionally customized at the Pro+ subscription level.
Files Tool Partitioning
What is it?
Working with a large team in HubSpot just got easier. Admins can now manage which teams should have access to which folders and sub-folders on their portal.
Why does it matter?
For admins, this update will enable you to restrict which folders other users in your account can see and edit, giving you more control over which teams have access to certain information. This will be especially helpful for companies that have several branches, where only certain branches should have access to particular folders.
Automatically Associate Calls with Meetings through HubSpot AI (Zoom Only)
What is it?
HubSpot AI will now automatically associate calls made through Zoom.us with meeting records in HubSpot.
Why does it matter?
Call recordings generated through integrations often lack important associations, which means that valuable information is either lost (e.g. meeting participants or meeting outcome) or time is wasted in the process of associating those records manually. By leveraging HubSpot AI, we aim to ensure your meeting data always contains the most up-to-date information.
Seamless Conversation Handoff Across Inboxes
What is it?
Agents in the Inbox can now control how a conversation is reassigned to agents in another inbox, with the option to assign to any agent, a specific team or agent, the current assigned agent or contact owner, or as unassigned in the target inbox. An agent can also leave a comment on a reassigned conversation, providing valuable context to the reassigned agent.
Why does it matter?
Prior to this release, reassigned conversations would be unassigned in the target inbox. Now, conversations can be intentionally reassigned into other inboxes and the agent can provide context for the reassignment, resulting in a more seamless handoff between agents and a better experience for the consumer.
Form Submissions Email Notification Changes
What is it?
We are introducing an update to who can be added to the Form submissions email notification recipient list.
In July 2022, we released a change that prevented users from adding non-user email addresses to the Form submissions email notification recipient list, and as of July 12th, 2022, Non-HubSpot users who were not added as a user stopped receiving form submissions notifications.
As a continuation of that change, we are sunsetting support for sending form submission email notifications to unverified HubSpot email addresses too.
“Unverified users” refers to users who have not finished setting up their HubSpot user account.
This change will be applicable across HubSpot products where form submission notifications could be set up such as regular HubSpot forms, Non-HubSpot/Collected forms, Ads Lead Syncing, and CMS Forms.
Why does it matter?
Currently, Teams, Users, Contact owners and also any non-user email address that are not portal users can be added to the Form submissions notifications recipient list from under the Forms Editor and CMS Editor as shown below.
- This could lead to accidental personal data breach as someone could mistype an email and leak data to an unauthorised party
- A typo in the email address could result in submissions notifications not being sent to the right user
- A customer could have an employee leave, and forget to clean up their email address from the recipient list, especially if it is a personal email id, resulting in the ex-employee continuing to receive the form submissions notifications.
Clone Products
What is it?
You can now clone products in the Product Library.
Why does it matter?
Creating and maintaining an accurate catalog of the products and services your business has to offer is a critical but tedious process. The new Clone Product functionality helps you cut down on time and avoid costly data entry mistakes in the Product Library whether you're just getting started or growing your product list.
Use your HubSpot Files to create your social posts
What is it?
Marketers can now use HubSpot Files on Social via mobile to create posts seamlessly. This solution is available on Android and iOS.
When creating a post from mobile, users are able to select an image or video from their files library and use it in their social media communications.
Let’s explore this feature!
How does it work?
When marketers create a post for a social network (Instagram, Facebook, Linkedln and Twitter), they can now select from the clip icon to choose a video and/or an image from their Files library.
We've heard from users that Hubspot Files is a great tool for co-creating social media content and sharing assets - now, mobile users will be able to create content on the go without having to design or adapt it, saving time and effort!
You can now associate Marketing Events with your HubSpot Campaign
What is it?
You can now associate a new asset type to a campaign in HubSpot: Marketing Events.
By storing your Marketing event data (available as an object) in HubSpot you have more visibility, insights, efficiency, and a consistent experience, from the data and performance of your events. Today, you can find 'Marketing events' in HubSpot under the 'contacts' tab, on the 'contacts index page' dropdown.
Marketing Events can be connected to HubSpot today via a range of integrations, such as Zoom, Eventbrite, GoToWebinar, and many more. For a full list of the connected marketing events integration, check out 'Marketing events' under the 'contacts' tab.
Important consideration: This release does not include offline Marketing events, such as in-person trade shows.
How does it work?
Associating your Marketing event with a Campaign
- Start by navigating to 'Campaigns' and select the campaign(s) you want to associate the Marketing event with.
- On the Campaigns details page, click on the orange CTA called 'Add Assets'.
- Select 'Marketing events' on the left of the modal.
- Next, select those Marketing events you want to associate with the campaign.
- Once done, click on 'Save.
Marketing events information and performance within Campaigns
Once the marketing event has been associated with your Campaign, you can find it in 2 places on the Campaigns details page.
- In the 'Assets' tab, access information about the name and the status of the event
- In the 'Performance' tab:
- keep track of the performance of the asset: number of attendees, number of cancellations, number of registrations, and,
- monitor influenced contacts marking contacts as influenced that have 'attended' the event.
Please note that 'Revenue Attribution' reporting, available to Marketing Hub Enterprise, includes Marketing Events data too. More details can be found here.
Receive Calls In HubSpot
What is it?
With this new feature sales and service reps can answer incoming calls, manage missed calls, and listen to voicemails inside HubSpot.
Why does it matter?
There is quite a bit of data sales and services reps need to manage and access when a customer is calling in. HubSpot does a great job centralizing that information, but not enough. Users told us they have to bounce back and forth between platforms, which causes confusion, especially while maintaining a conversation.
With this new feature, users won't need to work multiple systems all at once anymore. With inbound calling, they can now manage the active call, review any caller context, and take notes – all without ever having to leave the HubSpot app.
Customers will also be able to leave a voicemail. Reps will be notified and be able to listen to the voicemail, review the transcript, and of course, return the call.
Filtering in Meetings library
What is it?
With this update, users will be able to filter the meeting scheduling pages in their library by Type and Business Units. This update also includes the ability to search the Meetings library.
Why does it matter?
The meetings content library has historically been difficult to manage, with little functionality to make life easier for users or admins that need to create or manage scheduling pages for their team. The addition of simple filtering is one of several updates being released to our meetings tool to help teams carry out management processes.
A new experience for finding records in the HubSpot Android app
What is it?
We've completely redesigned and rebuilt the index screens for contacts, companies, deals, and tickets in the HubSpot Android app, adding support for saved views, quick filters, and ascending/descending sorting.
Why does it matter?
Working with records is a fundamental part of the CRM on mobile, but it's been an ongoing challenge for our customers with large numbers of records to quickly find what they are looking for. With this update, we've made these screens much more powerful and easier to use.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Calendar view when scheduling in the CRM
What is it?
This update to the CRM allows users to view their own calendar availability when scheduling a meeting with a contact.
Why does it matter?
Prior to this update, users who wanted to schedule a meeting with a contact in the CRM had to open their calendars in a separate window and switch between the two windows to find an available time slot. This update adds a calendar view to the CRM scheduling module, ensuring all the information needed to schedule a meeting is in one place. This makes the scheduling process more efficient and user-friendly.
Property Validations for Date Picker Properties
What is it?
We are giving admins more control of their data by now allowing them to enforce the entry of clean, reliable, and accurate data into their system with data validations for date inputs.
Why does it matter?
Currently, admins have very little control over the dates reps can enter into their CRM and ensuring the accuracy and quality of data entered just isn’t a high priority for everyone who's entering data into the CRM. Because of this, invalid dates tends to find its way into their CRM leading to untrustworthy data.
Not having guardrails in place to control whether reps should only be able to enter future dates or only weekdays for example can introduce the risk of customers basing decisions using dates that don't represent the actual truth.
With today's release of Property Validations Rules for Date Picker Properties, admins will now be able to better control which dates can be selected. This will not only increase data quality for our customers, but it will also allow customers to be more confident when making those tough business decisions by using data they can trust.
Exporting contact data
What is it?
You can now export specific data about a contact including:
- Contact properties
- Contact property history
- Contact activities and associations
Keep in mind, this export displays information about a contact and includes personal data. Because of its sensitive nature, it should only be shared with your contact for its intended purpose.
Why does it matter?
It can take hours, sometimes days, to export data about a contact when it's needed. This feature saves time and makes exporting contact data a breeze.
Receive calls in HubSpot
What is it?
With this new feature sales and service reps can answer incoming calls, manage missed calls, and listen to voicemails inside HubSpot.
Why does it matter?
There is quite a bit of data sales and services reps need to manage and access when a customer is calling in. HubSpot does a great job centralizing that information, but not enough. Users have told us they have to bounce back and forth between platforms, which causes confusion, especially while maintaining a conversation.
With this new feature, users won't need to work multiple systems all at once anymore. With inbound calling, they can now manage the active call, review any caller context, and take notes – all without ever having to leave the HubSpot app.
Customers will also be able to leave a voicemail. Reps will be notified and be able to listen to the voicemail, review the transcript, and of course, return the call.
Public Exports API
What is it?
The public exports API will allow customers to programmatically export CRM data for use in integrations, or to simply bring data into third party data storage services.
Why does it matter?
Today, developers and integrators can use the contacts API to create, read, update, or delete CRM data and create connections between third party apps and HubSpot. This API does not allow for integrators to grab a filtered subset of the data in the CRM, and only export this information into another tool.
Developers have used a variety of workarounds -- from leveraging the CRM Search API to webhooks, and even exporting all CRM data and filtering it down outside of HubSpot. None of these workarounds are ideal and present a number of problems related to data security and scaling these actions for more complex use cases.
A public exports endpoint will allow developers to leverage more flexible querying of their database for use within their integrations, without having to resort to limiting workarounds.
Marketing Email Analytics now in Custom Report Builder
What is it?
Marketing email analytics is a new data source in the custom report builder, which grants you access to key email performance metrics, such as open rate and click-through-rate, alongside the full power of CRM reporting.
Why does it matter?
Despite all of the ever-evolving ways for you to stay connected with your leads, prospects, and customers, marketing email still remains one of the key channels you can use to stay engaged with your audience on a personalized level at scale. In a digital age of oversaturation, it's even more important to not only provide the right value to each person you're engaging with but also continuous value.
The way to achieve this, especially in the fast-paced world of email marketing, is to have a constant pulse and an in-depth vantage point on what's working and how to replicate successful outcomes. Email marketing has clear-cut engagement metrics to determine what is successful and what's not: delivery rate, open rate, click-through rate, reply rate, spam report rate. Up until now, you have had to rely on analyzing email performance metrics either within the Marketing Email tool's analyze space or in an Excel sheet, but you have been limited from tying these metrics back to the full power of the HubSpot CRM.
With the custom report builder's new data source, "Marketing email analytics," you are able to tie marketing email successes and failures directly to your CRM data, breaking down your analysis in countless different ways. You can create reports that will tell you things like the best hour of the day or day of the week emails get the most opens, or you can build reports that showcase which content is seeing the highest or lowest click-through rates. You'll no longer have to patch these insights together through countless exports, custom joins, or calculations in outside systems—you can now achieve this right inside HubSpot within a few clicks.
