What is it?

This month HubSpot announced the launch of a new template marketplace featuring hundreds of powerful web designs composed of themes and new standalone modules. Key features include:

• HubSpot Template Marketplace hosts new content to help you get started and an enhanced collection experience that highlights some of our favorite themes, including the latest Best Themes for New Modules.
• Themes are a cohesive bundle of page templates and design components with plenty of styling options, so you can quickly bring your website to life.
• Modules are reusable building blocks that add more functionality to your website, going beyond the basics of a theme.

New standalone modules include:

• More interactive displays, like cards with flip animation, unfurling content, video playlists, and hover effect imagery.
• More engaging designs, like animated statistics, scrolling ticker tape, and countdown clocks.
• More elegant formatting, like stylized headers and quotes, maps, visual timelines, image and logo galleries.
• More compelling offers, like pricing, donation, and subscription calls-to-action.

To browse these modules and more, visit the new modules tab on the template marketplace.

Why does it matter?

With the right tools, anyone can create an engaging website experience regardless of technical expertise.

With a reimagined template marketplace, higher-quality themes, and new standalone modules, HubSpot aims to better connect you with a community of web development and design experts whose templates will empower your team to focus on what matters most – delivering a delightful customer experience.

Read our announcement blog for more information.

Goals Overview Tab

What is it?

The goals console now has a brand new Overview Tab. This view gives users a birds-eye view of all goals, associated targets, progress, and status for the full year, without losing any context between goals and targets. You can now identify trends, view and edit targets, and see a year’s snapshot, all in the same tab!

This feature is available for all Marketing and Service Hub users at Pro+ and Ent tiers, and Sales Hub users at Starter, Pro+, and Ent tiers.

Why does it matter?

The goal creation wizard allows users to create and define goal targets for the whole year in one simple, easy-to-use flow. We heard from many customers that they wanted a similar experience after goal creation where they can revisit the goals console and quickly view and track progress for goal targets across the full year.

The goals console now offers two unique views to help users manage their goals. The Manage tab will offer a view of current priorities where users can focus on specific targets and their status, including goals that are currently in progress. On the other hand, the Overview tab will help users see a long-term view of all goals across the year.

The combination of both 'Manage' and 'Overview' tabs will allow users to connect the goal creation experience with an efficient goals management experience that can package up large amounts of goals data in an easy-to-understand, contextually connected experience.

Find notes by the note content

What is it?

Now, you can find notes on any CRM record (contacts, companies, deals, tickets) by searching on the content of the note as you can see below.

Why does it matter?

Notes are a great way to remember and reference later a certain context around a record. For example, a customer might be reporting a bug on a feature, and service reps have a process to note down that specific feature, along with a summary of the bug.

When the product team asks for customers who are facing issues and the associated feature, the rep can't find which note had this information and has to go through the notes manually.

Now, a rep can just type the name of the feature or a part of the bug summary and will be able to find the note on that ticket instantly using Global Search.

Daily AI-powered duplicate checks for contacts and companies

What is it?

Daily AI-powered duplicate checks automatically scan for new duplicate contacts and companies and show potential matches to merge within the manage duplicates tool.

Why does it matter?

Currently, the manage duplicates tool checks for duplicates every two weeks. This isn't frequent enough for teams that need to ensure their contacts and companies are accurate, complete, and up-to-date.

Inbound Calling tab now has a dedicated window

What is it?

Now, the Inbound Calling tab opens in a dedicated browser window.

Why does it matter?

The Call tab page enables you to receive inbound calls in your HubSpot browser. The page must remain open to receive inbound calls.

Previously, this page functioned as a standard browser tab. This made it difficult to locate it at a glance, and made it vulnerable to certain browser settings that suspend in-active background tabs.

New recurring and failed payment notifications

What is it?

HubSpot payments customers can now automatically receive email notifications when they collect a recurring subscription payment or their buyer's payment fails.

Why does it matter?

HubSpot payments customers want to be notified when important revenue collection events occur so they can take appropriate actions such as accounting for recent payments or noting a customer as past due.

Previously, customers needed to create workflows and notifications triggered by these events but the notifications lacked important details such as the products and services purchased.

Working Hours + Custom Voicemail

What is it?

Working Hours allows you to set user availability in HubSpot. By setting working hours, reps can better manage their availability and ensure that they're available to take calls during business hours. Users can set their daily availability by hour and timezone. This can be especially important for businesses with global customers, as your reps can set their working hours to align with specific time zones.

For admins, having calling reps set their working hours enables you to plan staff coverage more efficiently, ensuring that there are enough reps available to handle incoming calls.

Custom Voicemails allow your teams to add a personalized touch to voicemail messages so your customers and prospects can connect directly with your brand. Having a personalized greeting that includes information such as the rep's name, company, and availability will allow you to save time and ensure that every caller receives a consistent and professional message. This can help build stronger relationships with customers and prospects, and increase the chances of them leaving a message or returning your call.

Why does it matter?

In an increasingly remote world, teams need to be able to plan and remain aligned on rep availability and display consistent branding. Working Hours settings enables coordination of staffing availability. When reps are not available, users need to be able to let customers and prospects leave voicemail messages. By customizing your voicemail messages, you can create a more personalized and engaging experience for your callers.

Lists Team Permissions Security Updates

What is it?

For customers enrolled in the Beta for Asset Permissioning- Lists, two security updates ensure the right individuals can access the right lists:

1. Consistency in filtering outside the lists tool: Users who see a limited set of lists, based on their team assignment, will only see those same lists across tools where lists can be filtered on. These include e-mail, workflows, reports, and the Contacts and Companies page.

2. Only Super Admins can assign a list back to All Teams. When a list is assigned to a team, members of that list are limited to records that have an owner inside that team (learn more about record ownership here). We have limited this functionality to super-admins because assigning a list back to All Teams enrolls all members who meet the list criteria, regardless of the owner.

Why does it matter?

As an admin, you want to be sure that users only see and use the data that are relevant to their role.

Rounding for Custom Calculated Properties

What is it?

Rounding for custom calculated properties allows you to now round number values to the nearest whole number or decimal place.

Why does it matter?

When it comes to calculations, we understand that precision is crucial. Rounding for custom-calculated properties will give you more control over your calculations by rounding values to meet your specific needs.

With this update, you can now have more accurate results and streamline your workflows. Whether you're working with financial data, statistical analysis, or any other calculations, our rounding options provide the flexibility and precision you require without the need for any painful workarounds.

AI-powered Location Formatting Suggestions for Contacts and Companies

What is it?

Within the data quality formatting issues tool, we now surface location formatting suggestions for contacts and companies.

Why does it matter?

Location data (Country, State/Region, Timezone, Zipcode) comes into the CRM in a variety of formats and can often be inaccurate. Without standard formatting on these properties, it can be difficult to create reports, lists, or trigger automation. With this feature, we use AI to automatically suggest the correct format for your business to make it easy to detect and resolve potential issues related to location properties.

Users with export permissions can now only download the original files of imports they initiated

What is it?

In the past, users with export permissions could download any import file from the import history table. We've recently made a change so that only super admins and the user who initiated the import in the first place are able to download these files.

Why does it matter?

Admins often limit access to CRM data to ensure that reps are only able to view or edit the records that are assigned to them. Limiting who can download these import files will provide admins with more governance and ensure there aren't any backdoor methods reps can use to access and edit data that isn't assigned to them.

Conditional Stage Properties for Custom Objects

What is it?

You can now set conditional stage properties for your custom object pipelines. If you're using a custom object pipeline, you can ensure the appropriate information is collected at each stage of your business process by setting conditional or required properties by pipeline stage.

Why does it matter?

This allows you to customize which properties are presented to users when a custom object moves to a specific stage in your pipeline for better data collection at the right time.

New Totals for Quotes

What is it?

We’re introducing a new streamlined totals experience for both merchants and buyers in Quotes.

Why does it matter?

Businesses have different pricing, packaging, and billing cadences for their products and services. Still, every business needs to clearly communicate to their buyer the product and/or service that’s being sold, its cost, and when payment is due.

The problem that our merchants have been facing is that these key details have been absent in our internal totals summary boxes and obscured from their buyers in our publicly rendered quotes, resulting in sales reps needing to read through each individual line item in real time with their buyer to determine which payments are due now, how much is due, and which items will be need to be billed and paid at future intervals.

The new totals summary eliminates these problems for the merchant, giving sales reps a clear view of what their buyer owes today, what they will owe in the future, and when each of those items is due to be billed, so that they can confidently walk the buyer through the billing terms for that deal.

The new public Quotes equally simplify the buying experience for our merchant’s customer’s by breaking down each line item by cost, billing frequency, unit price, and notating any discounts, taxes, and fees associated with that transaction, empowering the buyer to quickly and easily note discrepancies or raise questions to their sale rep before signing and payment.

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