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 has built the emails index page, where you can bulk manage your portal's 1:1 emails.
The emails index page now offers a centralised location to manage email engagements across senders and recipients, unlocking bulk data management activities such as deleting unwanted emails from your CRM.
Custom equations in calculated properties are a powerful tool to tailor your data insights, enhance your segmentation strategy, and make data-driven decisions.
HubSpot has made four additional functions available for calculated property custom equations:
You can now get more insights out of your data with the addition of new functions to calculated property custom equations. For example, use the add_time function to calculate renewal dates.
Following previous release to iOS users, Android mobile users now have the capability to view all submitted web form fields associated with a lead or contact directly through the HubSpot mobile app. Within the relevant contact or, if applicable, existing lead record, mobile users can access all form fields information provided at the time of form submission. This enhancement appears as a newly added "Form Submitted" engagement in the timeline.
If enabled, users will receive a mobile push notification to let them know when a new lead has submitted a form to directly get access to it.
Up to now, when a new lead submitted a web form the corresponding engagement was created to log the submission in the contact's timeline in mobile. Reps couldn't see the fields that the lead filled out. This is important for them to know what product or service the lead wants and act quickly on it.
This resulted in significant frustration, as representatives were unable to directly contact the new lead with mobile devices. Instead, they had to navigate to the HubSpot desktop version to access the necessary information. This process meant a big effort, time-consuming, and ultimately inefficient.
Introducing Autocomplete in Copilot, a faster way to prompt Copilot so you can be more efficient.
Before this change, prompting took a lot of brain space. Either you spent time crafting a prompt from scratch or you searched the prompt library for a suggested prompt related to what you’re trying to do. Now, you can send high quality prompts to Copilot in a fraction of the time with just a few clicks.
Passkeys are now available on HubSpot's iOS and Android mobile apps, expanding on their web release in Q4 2024 to give you a simpler, more secure way to log in across all your devices.
Passkeys are a new login method that is a secure alternative to the password. We now have full cross-platform compatibility with our web and mobile apps for login.
You can now view high-priority and sequence tasks as separate modules at the top of the summary page in the sales workspace. This makes it more visible and accessible by separating it from the Guided Actions. For high-priority tasks, users can select between different time horizons like Today, Tomorrow, Next Week, etc.
Today, sequence and high-priority tasks are mixed within guided actions which makes it hard for users to access the tasks they care about the most. The goal is to make it more readily accessible to users to action on them directly from the Summary page.
Customers can now refine Forms, Page Views, Behavioral events, and Legacy CTA filters by dates and number of occurrences in the same filter.
Today, if you wanted to refine any of your filters, such as forms, page views, behavioral events, or legacy CTAs, by date AND number of occurrences, you must create two separate filters and refine one by date and the other by number of occurrences. This has been time-consuming and confusing!
This update streamlines the application of stacked filters for forms, page views, behavioral events and legacy CTAs.
When any of the new HubSpot objects (Appointments, Courses, Listings, Services) are enabled in the object library, they will appear for all users in the global navigation in the CRM section. If an object is disabled, it will be hidden across HubSpot (including the global navigation). These objects can be enabled in all HubSpot portals.
In 2024 HubSpot introduced 4 new objects: Appointments, Courses, Listings and Services. Many users were confused that the objects were not visible and accessible via the global navigation even when the objects were enabled.
For Marketing Hub Enterprise customers only, our platform now supports the capability for portals to send up to 5,000 messages per second—a significant upgrade from our previous limit of 1,000 messages per second.
Faster sending speeds will help ensure that time-sensitive messages reach audiences exactly when they need them. This will help businesses scale effortlessly, handling even the largest campaigns without delay, which will help keep businesses competitive and responsive in today’s dynamic marketplace.
Starting immediately, HubSpot is introducing a two-year certification cycle. All certified apps are required to renew on a rolling basis every two years via a fixed renewal and expiration date. Failure to re-certify will result in the removal of your app's certified status.
The goal of certification renewal is to:
Users can now set up and use multiple email signatures in the CRM.
As a Sales rep, you tailor your emails to every recipient, and your signature is an important part of that. Whether you're representing a different part of your brand, targeting prospects in a specific vertical, or even emailing in multiple languages, personalization is key. Before, you could only store one signature in HubSpot to use when sending emails. If you wanted to change your signature, you had to manually edit the signature with every send, or do your work outside of HubSpot.
Users can now search and filter the import mapping step based on the 'status' of the mapped column. They can also filter by the target object for multi-object imports.
The import mapping table visually displays how spreadsheet data maps to CRM properties. While simple imports with a few columns are straightforward, complex imports with multiple objects and potential errors can be challenging to navigate. Adding filtering streamlines this process, allowing users to quickly identify data mappings, isolate properties with errors, and determine necessary actions to complete their import efficiently.
New app usage insights now offer more robust reporting on how your app users are leveraging your app in HubSpot. With user-friendly aggregate data, you will be able to view activity detail by successful operations performed via the app, like associations created, searches executed, or contacts updated.
Have you ever wanted to know more about how users are actually using your app? Or which features and operations are providing value to your installs? This feature provides summed data for operations on app usage data across the portals which have installed your apps. App activity is presented on your Marketplace Analytics page and demarcated in clearly defined actions so you can see how many contacts your app has created, files uploaded, deals associated, and so much more.
This new feature puts the power of Breeze Copilot at your rep's fingertips during live calls. With a simple click, reps can engage with copilot and get real-time answers to their questions.
Breeze Copilot is a powerful AI chat assistant that works with you to get things done in HubSpot. Today reps can use Breeze Copilot to gather insights on past calls. This update unlocks a new way for reps to use Breeze to supercharge their calling workflow.
Users can now create two new types of calculated properties in their CRM:
These properties will display the time since or the time until today.
This functionality enables CRM users to filter, report on, and sort by the time since or the time until an event. As a result, users will generate better insights from their CRM. For example, users could quickly search for
You can now create workflows centered around calls.
With this change, you can now trigger automation based directly on all calls that happen or are logged for your contacts. Then, you can use workflow actions to create standard, automatic internal processes for call follow up or management.
For example, you could send the summary and outcome details of a call to the sales rep or their team over Slack.
You can now customize and preview invoice emails that are sent from HubSpot. The invoice link and PDF download are also available options.
When emailing an invoice from HubSpot, you can now customize and preview the email that your buyers receive.
You can now associate Tickets and Invoices in HubSpot.
You can track and report on invoices generated from tickets. You can also track the tickets that are associated with a particular invoice.
List enrichment now allows users to enrich lists from either the list index view, or within the list itself. This will enrich the entire list at once, whereas before they had to page through 100 records at a time to enrich the entire list. Manual enrichment is now easier, and more scalable than ever.
Want to make sure your list of "Top Prospects" stays as up to date as possible? List enrichment makes it simple.
You can now have the ability to enrich an entire list at once without having to page through enriching, at most, 100 records at a time. Companies and contact lists can both have their entire list populations enriched with one click.
We are simplifying the process for previously unsubscribed users to start receiving marketing emails again for all portals.
If a contact submits a form associated with a subscription type(s), they will be automatically set as subscribed for the subscription type associated with the form. For Pro+ portals they no longer need to click the message ("Looks like you've opted out of email communication. Click here to get an email and opt back in") on the form to send an email to themselves and update their preferences. And for Free/Starter portals, they will be subscribed.
Gain back former subscribers. Unsubscribed contacts who attempt to signup again for email communications via a form are subscribed (without going through additional steps).
You can now toggle subscription notification emails on/off to easily control the communications buyers receive.
You now have more control over the notifications sent to your buyers. Whether you prefer to notify customers personally or customize emails to match your business and brand, you have the flexibility to decide when to use system sent notifications, or send them yourself. With the option to turn each of these emails on/off, you have more control over your buyer’s experience.
HubSpot upgraded the error responses in its public Object APIs by adding detailed property validation error information within a new "errors" field.
The standard response bodies for CRM Object API requests will now include a new structured field that provides detailed information about property validation failures, offering more descriptive error messages with each sub-error containing a message, code, and context (such as the property name). This change aims to improve the feedback for API users, enabling developers to more easily and quickly identify and correct property-specific issues in their API requests.
Before:
This enhancement will reduce the time required to maintain any logic needed to extract error information when making requests to our Public CRM Object APIs. Users interested in debugging API errors, implementing more comprehensive error handling, and reducing the complexity of client-side logic required to parse and interpret error messages will all benefit from this upcoming change.
Subscriptions now support custom properties! Custom properties can be configured on the object and set when creating subscriptions in the UI.
Custom properties for subscriptions help extend the data model to make it easier to unify data in HubSpot. Subscriptions help you manage recurring revenue and now offer more flexibility to add important details like additional contract dates, external IDs for provisioning, or files such as POs.
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:
This complex data structure enables you to answer key questions in evaluating the success of your campaigns, such as:
And much more.
We are enhancing the deal approvals feature with two updates:
Conditional approvals offer flexibility by requiring approval only for specific deals, ensuring compliance while minimising disruptions.
If a deal is mistakenly rejected, a super admin can now reinstate it into the approval process, preserving the original data and avoiding the creation of a new deal record.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Businesses can now assign the Customer Agent to their WhatsApp and Facebook Messenger accounts, streamlining support and lightening the load on human agents. For more information on the existing capabilities of the Customer Agent, check out our knowledge base article or stay updated with the latest features on our wiki.
Since launching WhatsApp in 2022, we've heard from customers, especially in LATAM, about the challenge of scaling 1:1 communications without automation. To solve this, we've focused on building the Customer Agent in a flexible, extensible way. Now, we're excited to enable businesses to assign the Customer Agent to both WhatsApp and Facebook Messenger accounts, empowering them to engage with customers more efficiently and at scale.
The board is a new layout in help desk that provides a visual representation of ticket movement across pipeline stages. Tickets on the board are organized into columns, with each column corresponding to a specific pipeline stage.
The board offers a visual way manage tickets by organizing them into columns that represent pipeline stages. This visual approach helps teams quickly assess the status of each ticket, identify bottlenecks, and prioritize actions effectively.
For managers, the board provides a comprehensive overview of ticket movement supporting more informed decision-making and efficient resource allocation. For reps, it highlights tickets that need immediate attention, enabling faster response times.
Journey Automation is a new automation tool in Private Beta built specifically for marketers. It enables marketers to map out, create, and optimize an end to end marketing experience for their customers, from new contact to Lead to Evangelist, all within the same view.
With the release of Journey Automation Templates, we're making it easier for you to get started building out your customer Journeys based on their intent level or lifecycle stage. With the option of 2 templates, you can build out a journey based off the Lifecycle Stage property, nurturing your customers from Subscriber to MQL, or the new Journey Stage property, engaging with customers based on intent level from New Contact and turning them into Qualified leads. These templates serve as a starting place for you to easily customize and build out to create an engaging experience for your customers.
Opting in to the Private Beta will also opt you in to Journey Automation. If you're already opted into the Journey Automation Private Beta, you will already have access to Templates.
More information about Journey Automation
Marketers specify an overall outcome of the journey, and then easily configure behavior-focused stages that aim to move contacts along the journey to reach that outcome. Contacts may drop out along the way if they aren’t successful, and they may move through it faster if they engage more. Through omni channel marketing messaging capabilities, a wide array of behavioral events, and robust reporting all in one place, Journeys makes it easier to send the right message, to the right customer, at the right time.
You can now assign edit access to specific users and teams for any list.
Allowing list-specific permissions enhances security, streamlines management, and simplifies end-to-end segmentation, ensuring users access only relevant data and boosting efficiency.
If you have a new scoring property, such as a Health Score or Lead Score, you can now quickly view a record's score details as you build your score.
Test a record in helps you build a more accurate scoring model as you can now understand the impact of each rule on individual records. When testing, you will see records:
Starting Thursday, the 16th of January 2025, we will be rolling out an update to the top navigation of the Marketing Email Editor.
As part of this change, the ability to Save Email as a Template has been moved from the Actions dropdown to the new File dropdown.
The refreshed top navigation in the Marketing Email Editor has been updated to include a 'File' and 'Help' dropdown to improve the accessibility and usability of certain tools and features.
If you have a new scoring property, such as a Health Score or Lead Score, you can now quickly view a record's score history within the Index Pages.
Understanding the makeup of a score helps you prioritize your leads quickly. Unfortunately, until today, you had to:
And repeat, repeat, repeat for each individual record.
We've evolved our invalid enumeration option remapping tools to now support more generic "find and replace" functionality. This supports the original enumeration option remapping functionality, and enables users to take any value in their spreadsheet and replace it with a different value.
Find and replace evolves this feature to handle any data point in your import. This will make most import errors resolvable directly within the import tool -- without a user having to quit import and edit their file offline.
Here are just a few examples, you can accomplish with find and replace.
These are just a few of the many ways you can use find and replace to ensure you're bringing clean, actionable data into the CRM.
Regex is a powerful tool to maintain data integrity and proactively protect your data quality. Whether you want to enforce correctly formatted phone numbers or business-specific data standards, regexes provide the flexibility to match your exact data validation needs. With the assistance of AI, you can generate regexes quickly and accurately. For example, you could tell AI to generate a regex that
We're excited to announce the rollout of the User Time Zone feature, the first step toward a seamless time zone experience across HubSpot. You can now set your preferred time zone for Marketing Content Scheduling (email, social, and SMS) and Marketing Index Pages. Our aim is to expand this feature throughout the platform for consistent time zone experiences, and we'll keep you updated on developments.
Customers operating across multiple geographic regions, such as North America and Europe, often face challenges due to users existing in different time zones. This can impact their ability to effectively utilize HubSpot’s tools. With the upcoming changes, we aim to enhance the experience for teams with users in diverse time zones within the same account.
HubSpot now automatically saves property edits made on the CRM index page.
This feature streamlines data entry by reducing clicks and automatically saving information, increasing efficiency and minimizing data loss for CRM users.
You can now archive properties used in index page views without needing to remove them from each view.
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 in a view. This helps users see only the most valuable properties in your portal.
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).
You must request to join this beta from each HubSpot account (portal) that you want to copy the Marketing Email from and to.
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.
With the new Adobe Acrobat Sign app, you can customize, manage, send and track Adobe Acrobat Sign documents directly from HubSpot contact, deal and company records. You can also import Adobe Acrobat Sign documents into HubSpot record data for a more complete view of a customer's history.
When you need to generate, share and complete forms (ex. invoices, orders, etc) that need to be electronically signed and counter-signed by one or more customers, it can be frustrating to switch back and forth between tools. Now, you can use the Adobe Acrobat Sign integration to generate and populate fields in your form from HubSpot contacts or deals.
Admins can now configure and publish their Data Privacy Request page in a few clicks, so contacts can submit data privacy requests.
Once a Data Privacy Request page is setup, admins can view, assign, and complete a contact’s data privacy request within the timeframe suggested by privacy laws. This new functionality reduces the number of tools and steps required to manage data privacy requests from contacts.
Starting the 9th of January, we will be rolling out a refreshed side navigation of the Marketing Email Editor.
The sidebar in the Marketing Email Editor has been refreshed to improve the accessibility and usability of certain tools and features, as well as introducing a new email contents tree.
With the launch of new HubSpot data centers in Australia [currently in BETA], Canada [currently in BETA], and United States (West) [currently in BETA], customers for legal or performance reasons may want to have their accounts migrated to these new locations.
Customers can now sign up to have their accounts migrated to those locations with the data migration tool.
You can create custom presets of invoice settings to apply to future invoices. This feature is only available to customers who are enrolled in HubSpot payments or Stripe.
You can apply different invoice presets for different scenarios.
For example, a preset with an alternate company address (different from the primary address) can be used when sending invoices from a different organization or group within the company.
Another example is that different default comments can be displayed to different customers.
Workflow testing has been improved to provide more clarity around enrollment, the path a record will take through the workflow, and how certain actions will work.
You want to feel confident and trust that the workflows you build will meet your expectations. However until now, workflow testing provided only basic information about triggers and enrollment eligibility, and the path a record would take through the workflow wasn't always clear or easy to follow.
With improved testing capabilities, there is now a detailed breakdown outlining why a record would or wouldn't enroll in a workflow, across all types of triggers. Branches now include more clarity around which path a record will take (or specifics on we may not be able to predict for sure) along with that path visually drawn down the workflow so you can easily understand that journey. There's also a new, easy way to preview marketing emails during workflow testing. Just click the button on any Send email action to receive all of the emails included in the path being tested for a given record. Finally, the testing feature has also gotten an upgraded look and feel to match other recently updated parts of the workflows app.
Admins can now control the amount of emails users can send through a HubSpot connected account per minute.
As an administrator, you want to improve the deliverability of your sales team's emails and ensure your company has a strong sending reputation. One way to do this is to set guardrails in HubSpot that enforce best practices, such as the rate at which emails send. Default HubSpot throttling limits are based on email provider limits to protect your integration. However, the volume able to be sent can make it difficult to ensure high-quality content and avoid looking spammy if you are using automation tools such as templates and sequences.
Developers building UI extensions for Private Apps can now use more intuitive and efficient API with `hubspot.serverless()` to call serverless functions. So that they can
{ status: 'SUCCESS', response: ... }; and failure is presented as { status: 'ERROR', message: ... }.Limitation: calling `hubspot.serverless outside of the component is not supported.
Use this API instead of `runServerlessFunctions` call in your code
import { hubspot } from "@hubspot/ui-extensions";
hubspot.serverless('my-function-name', {
propertiesToSend: ['hs_object_id'],
parameters: { 'extra' : 'data' },
}).then((response) => {
// response is the output value returned from the function (either with `callback` in 2023.1 or `return` in 2023.2)
}).catch((err) => {
// err is an `Error` with a message as usual
});
HubSpot Super Admins can now create highly sensitive properties, which are custom properties designed to store highly sensitive information, such as Social Security Numbers (SSN) or full bank account numbers. Highly sensitive data properties have click-to-decrypt functionality, specific access restrictions, and are protected by an extra layer of platform encryption.
Please refer to the sensitive data terms or HubSpot's Trust Center to understand which HubSpot features are supported.
By adding the ability to store highly sensitive data in HubSpot Smart CRM, we are empowering organizations to fuel their go-to-market engine with a more complete and unified customer profile. Provided they have the right permissions, sales, marketing, and service teams alike can now safely view, store, and use this sensitive customer data to deliver more personalized, delightful customer experiences.