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!
These are all the new features live and ready to use in your HubSpot portal.
HubSpot is now sending email from subdomains of '@hubspot.com'.
Many recipients have inbox routing rules configured to help manage their email. Moving forward, HubSpot emails will come from a variety of subdomains, and we encourage you to be on the lookout for incoming mail.
Admins can now move an existing email or form channel from the inbox to help desk. They can also choose to move historical conversations and associated tickets to help desk when moving the channel.
Many of our customers have existing email and forms channels connected to inboxes that they want to bring to help desk, and are finding it difficult to utilise the new help desk workspace without a simple way to move their channels and historical conversations/tickets into help desk.
Marketers can now create their social posts faster than ever, with the new draft option on iOS and Android. Creating content simultaneously for all your social networks, now it’s possible!
Social media content creators have had difficulty creating content for multiple networks on mobile. Now with the new draft feature, you can:
1) more quickly create and edit posts for all your network, including the publish time and campaign
2) more clearly see existing features and new features at your fingertips for social post creation
3) more easily learn how to create social media posts on mobile, as the new experience follows a familiar pattern & UI in other content creation tools within HubSpot's ecosystem and desktop Social.
'SPF & DMARC for All' will add SPF and DMARC records to the 'Connect an Email Sending Domain' flow, and expose connection status directly in HubSpot. Customers will now be able to:
Starting February 2024, Google and Yahoo will be requiring DMARC, DKIM and SPF for all bulk senders. Moving forward, any bulk sender who does not have all three authentication measures in place will be blocked or directed to spam. By adding SPF and DMARC to the connection flow, customers will now be able to manage their email authentication directly in HubSpot.
Updating email headers to be compliant with one-click unsubscribe requirements.
Google / Yahoo have announced that starting February 2024, they will be enforcing one-click unsubscribe. To ensure our emails are compliant we need to make updates to our current email header format. You may see a spike in unsubscribe rates once this is released.
Enroll in a sequence directly or book a HubSpot meeting directly from within NetSuite.
If you're using NetSuite as your CRM and HubSpot for prospecting, you can now enroll in a sequence or book meetings from a contact, lead, prospect, or customer in NetSuite through the HubSpot Embed. No need to jump back and forth between HubSpot and NetSuite like before.
Enroll in a sequence directly or book a HubSpot meeting directly from within Microsoft Dynamics 365.
If you're using Dynamics 365 as your CRM and HubSpot for prospecting, you can now enroll in a sequence or book meetings from a contact or lead record in Dynamics 365 through the HubSpot Embed. No more jumping back and forth between HubSpot and Dynamics 365 like before.
The currencies API is now live and available for use, offering you a new way to manage your multicurrency experience in HubSpot. With the currencies API, you can manage the currencies used in your HubSpot account, including setting your account's company currency, creating additional currencies, and updating currency exchange rates.
This will serve two customer segments:
Using the API, you can integrate a HubSpot account to an external source for automated, dynamic foreign exchange rate updates for the currencies set up in the account.
This API provides HubSpot customers with more options to managing currencies, rather than having to manually enter and update the exchange rates in "Currency Settings". Using the API, you can link to a trusted source for exchange rate updates, and schedule updates, in order to reflect market rates without manual intervention--reducing room for human error or missed updates.
We've seen tremendous customer enthusiasm for our DocuSign integration on HubSpot, so now we're releasing several major enhancements to extend its functionality:
These enhancements deepen the functionality and utility of the DocuSign integration, and open up a range of new use cases where you can grow the power of the HubSpot platform with DocuSign.
Mobile Calendar made it simpler to view and create new meetings on the go. Now you can view your tasks for the day in the same place too!
Up until now, viewing tasks and meetings were two separate items on mobile. To see meetings, you would need to tap into your calendar. To view tasks, you would need to go back in the home screen and tap into tasks. We’ve make it easier to take control of your schedule by combining meetings and tasks accessible from the same screen.
You can now provide an optional description for your custom code action that will also display on the action card when viewing your workflow.
The Custom Code action was always a black box when viewing a workflow at a glance, as the action card just said "Defined by custom code", or for non-technical folks who are trying to decipher the code. This was always made worse when workflows contained multiple custom code actions and it was hard to tell which one was which.
The ability to provide a brief description of the action creates a more straightforward workflow-building process, while also encouraging better collaboration amongst teams of varying skillsets and levels.
The new 'opt-out' banner broadens HubSpot's cookie management toolkit, specifically for areas with more lenient data privacy regulations compared to the EU. It permits cookies to track visitors by default, while still empowering them to opt out at any point.
As cookie management regulations differ globally, HubSpot's 'opt-out' banner provides a flexible alternative to the 'opt-in' banners required in strict regions like the EU. This feature supports default user tracking with the ability to opt out, aligning with less stringent compliance standards and optimizing data collection in applicable regions.
Prior to this change, all users who had “Service Access” had access to the feedback surveys tool by default. With this change, Admins can control whether a user who has “Service Access” should be able to access “Feedback Surveys” or not.
This change also enables Admins to grant explicit permissions for Viewing and Editing feedback surveys.
Users who have the “Edit” permissions will be able to create, publish and also delete feedback surveys.
Users who have the “View” permissions only will be able to see the surveys and responses, but will not be able to create, publish or delete feedback surveys.
Customers would like to offer permissions to create, edit, publish feedback surveys to only certain team members rather than providing access to all service team members. This could ensure that only the right team members reach out to customers to collect feedback.
The unread notifications indicator gives you a way to see at a glance if you’ve got unread push notifications without having to navigate to the mobile notification centre.
The mobile notification centre gave users a way to ensure that users would never miss a push notification again. Previously, users would only be able to check if they had unread messages by tapping into the notification centre itself.
Nobody likes to wait around for the phone to ring. Similarly refreshing a notification centre is almost as painful. The unread notifications indicator allows users to take control, while simultaneously making it easier for them to check their messages.
The workflows tool has gotten a new, updated look.
The experience of building workflows can be chaotic. There are so many different actions, customers can't always find what they're looking for and when they see new actions they don't always feel confident to try them out. And when a workflow is sprawling and complex, it can be difficult to understand what's happening at a glance. Through this redesign, we are creating a more focused and guided building experience, while also making it easier to discover and use new functionality.
The redesigned workflows experience includes:
We're happy to announce the release of new feature improvements for our existing Data Sync monitoring tool. These enhancements are designed to provide you with even more control and flexibility when it comes to analysing your data.
Every active Data Sync connection has its own sync performance overview, showcasing the specific records that are being synchronised, as well as those that are not. Continuous improvement of this functionality is essential in enabling customers to easily conduct their own investigations.
We're introducing a handful of usability improvements to the Marketing Calendar. These updates include:
The marketing calendar enables marketing teams to stay aligned on the messaging going out, the channels being used (or overused), and generally help keep on top of what the whole team is working on.
Over time, the Marketing Calendar has supported an increasing number of marketing channels. This brings with it a collection of new usability challenges, particularly around information density. If information isn't easily accessible on the Marketing Calendar, it can be difficult to make the best decision on timing and targeting for your next social post, email, etc.
This round of usability improvements is focused on addressing this, and improving the scalability of the Marketing Calendar as we introduce more channels/assets in the future.
The ability to create and/or edit subscription types on the Subscriptions settings page is now separated from the marketing email permissions.
With this rollout, HubSpot users who have the 'Add & edit users' permissions can now disable the ability to create and/or edit subscription types for new and existing users in their HubSpot account within the Marketing tab.
Not every portal user in HubSpot should have the ability to add, edit, or delete email subscription types. Now you have a permission setting to indicate who should and should not have that ability.
With this rollout, HubSpot users who have the 'Audit Log Access' permission toggled on can view the Audit Log feature in their HubSpot account.
By default, only Super Admins can view their account's Audit Log. Now there is a permission setting to indicate any other user on the account who should have that ability.
The NetSuite status field is now available to sync two-way for contacts and companies with the Netsuite app for HubSpot.
Prior to this update, you could not find the status field within the dropdown list making it impossible to map.
With the status field in the NetSuite app for HubSpot, you can now categorise your marketing leads into NetSuite as leads, prospects as prospects, and customers as customers.
You can now save a group of workflow actions into an Action Set so that you, and the rest of your team, can re-use. Action Sets are available for all Enterprise portals with workflows access.
Action Sets not only speed up the process of creating workflows but also give your workflow admins the ability to create guides for the rest of their teams to leverage while they're making workflows!
Building workflows can be a time-consuming process, but a lot of the time customers are reusing the same groups of actions across multiple workflows. Currently they either have to rebuild the workflow each time, clone the entire workflow, or copy and paste action by action. This results in human error and inconsistencies across workflows.
Workflow problems are exacerbated when there are teams creating workflows. Best practices are not easily enforced in the app, users all have different workflows knowledge levels, and it's harder to maintain and manage a quickly growing library of workflows. Managers or leads of larger teams lack the tools to help enforce best practices and guide the rest of their teams when creating workflows to simplify the process and create peace of mind for everyone.
Users can now initiate email and WhatsApp conversations via the "Compose" button in Conversations Inbox.
Inbox users may need to initiate conversations via several channels from the Conversations Inbox to meet their customers where they are.
In the past, users were able to initiate email conversations but would have to wait for their contacts to initiate conversations via WhatsApp to communicate via this channel. Moving forward, the ability to start communications via WhatsApp and email will be easily accessible from the unified omnichannel composer in Conversations Inbox.
A visual representation of associations between object types including association labels and limits. Additional information is now easily accessible about association labels within the data model overview and we’ve added a new, associations-specific view.
Associations can be confusing. As we’ve added more complexity to that system with a web of labels and limits, customers need some way to easily understand what’s configured and how it will impact their users.
Previously, only portal super admins were able to turn AI Assistant settings ON or OFF inside of a portal.
Starting on 1/11/24, we will update permissions to the AI Assistant settings so that partners with the Partner Admin role can turn the "Content prompts" and "Customer analysis" settings on or off inside of a client portal.
Partners needed to go through an account super admin to enable or disable AI Assistant settings inside of a client portal, creating additional steps and blockers. Following partner feedback, we will allow partners with admin access to change this setting for clients.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.
Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.
Users can now target a specific business unit when importing an opt-out list.
Previously, you were only able to import opt-out lists for the account default business unit. This meant that users who wanted to opt contacts out of communication from a different business unit had to manually do so after importing, or set up automated workflows that handled this process. This process simply did not scale for upmarket customers when they updated subscription preferences, and could lead to an incorrect number of billable contacts in their portal. With this new functionality, it will be much easier for admins to manage the opt-out process for their contacts in one import, saving them time as they manage their contact database.
HubSpot users now have access to 4 new refreshed ads attribution filters that paint a clearer picture of their contacts' journeys.
Viewing the full funnel ROI of advertising campaigns is one of the best parts of the Ads tool. We currently provide ad tracking allowing you to see which customers have an ad interaction on their contact record. We combine this data with analytics data to provide attribution filters that showcase the journey which their contacts took when interacting with your ads.
However, our previous attribution filters were daunting, especially for first-time advertisers.
At HubSpot, we want to empower our customers to be able to understand the path that their contacts take. We have completely overhauled our attribution system to make our data faster and our attribution filters easier to understand.
Three key updates to the list creation experience:
Historically, it was only possible to enable/disable double opt-in for select pages created in HubSpot.
With this change, you may choose to enable/disable double opt-in for select pages AND select forms of your preference.
There are also some updates to action descriptions/copy to make it clearer.
You have flexibility to apply double opt-in selectively, per form. For example, if it is mandatory in certain countries but not in others, you can choose which HubSpot forms use double opt-in and which ones do not.
We've updated index page filters to be more performant, allowing us to more easily build new filters functionality and make filters more consistent with the lists tool. The redesigned component aims to improve upon the existing filters component - removing clicks and allowing you to view your existing filters as you edit.
Those who create complex filters on index pages will likely benefit most from this update - especially those who also work with the lists tool. We've carried over the same filter patterns from lists to make groups more prominent and clear, as well as making it easy to see the filters you have while in the edit process.
Introducing the ability to proactively monitor new duplicates and receive notifications. This includes an addition to data monitoring in the data quality command center. Users will also have the ability to subscribe themselves and other users to notifications triggered by the new duplicate alerts.
The new customizable duplicate notification allows operations managers to stay on top of duplicate records without getting distracted by insignificant changes. By selecting whether to monitor companies, contacts, or both, the frequency of notifications, and who receives them, users can focus on duplicate spikes that matter. This prevents getting overwhelmed with unactionable alerts so Ops teams can efficiently prioritize major duplicate issues impacting data quality.