Welcome to our HubSpot Product Spotlight for July. 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.
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:
New standalone modules include:
To browse these modules and more, visit the new modules tab on the template marketplace.
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.
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.
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.
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.
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 automatically scan for new duplicate contacts and companies and show potential matches to merge within the manage duplicates tool.
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.
Now, the Inbound Calling tab opens in a dedicated browser window.
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.
HubSpot payments customers can now automatically receive email notifications when they collect a recurring subscription payment or their buyer's payment fails.
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 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.
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.
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.
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 allows you to now round number values to the nearest whole number or decimal place.
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.
Within the data quality formatting issues tool, we now surface location formatting suggestions for contacts and companies.
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.
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.
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.
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.
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.
We’re introducing a new streamlined totals experience for both merchants and buyers in Quotes.
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.
We recently introduced a new feature that enables users to schedule meetings for their peers within the meeting scheduling flow - making it easier for teams to understand who is booking meetings and for whom. In addition to currently being available to Sales Hub Pro and Enterprise users, this is now available for Service Hub Professional and Enterprise paid users!
This update helps teams streamline the meeting booking process, providing a one-stop shop for all scheduling needs. No longer will reps have to use scheduling pages to book meetings on behalf of others. Instead, with just one click, users can now schedule meetings for the right representative directly from the contact record.
The campaign templates library now features 10 new out-of-the-box HubSpot campaign templates, making it even easier for you to create successful multi-channel campaigns in HubSpot:
The HubSpot user interface and knowledge base are now available in Danish & Norwegian.
Native speakers can improve their speed and productivity by switching their UI to their native language. Additionally, collaboration between Danish & Norwegian-speaking customers and teams becomes easier when they have the option to work in HubSpot more comfortably using their native language.
With a single object report, you can analyze an object, such as contacts, in relation to its object properties. The Call object is now available for users to build reports using its data.
Single object reports open another avenue for users to analyze specific object data. Using the Call object allows users to analyze various call activities.
The call object serves as another powerful tool for analyzing call activity and can be easily generated using the Single Object Report.
Global Privacy Control (GPC) is a signal that informs a website of visitors’ preferences when it comes to selling or sharing personal data. You can now use HubSpot to process GPC signals from your website visitors, which will be used to prevent cookie tracking without requiring visitors to decline your cookie banner.
Effective July 2023, GPC will become enforceable under the California Consumer Privacy Act (CCPA). GPC is a browser or extension-based signal that allows website visitors to automatically indicate their preferences when it comes to selling or sharing personal data.
This is convenient when compared to the prevailing method, which requires a visitor having to find a ‘Do Not Sell’ button on each individual website they visit and submit their preferences manually.
The impact of this new regulation means that websites that operate or market to customers in California will need to support GPC signalling as a method of respecting opt-out preferences. Failure to comply presents legal and financial risk for companies.
We recently released the following updates to WhatsApp in the Inbox:
Read Receipts, Message Metadata, Message Quarantining, and Move between inboxes
In our ongoing efforts to help you meet your customers where they are, we’re continuing to improve the WhatsApp experience to enhance customer satisfaction, and provide convenience and accessibility. Iterating and improving the WhatsApp channel experience allows for more efficient and effective communication between our customers and their customers.
Introducing the ability to create ad goals from within the Ads tool! You can now create four different ad goals and track their progress from the Analyze tab within Ads:
Setting goals for ad campaigns is an important component to running ads because it allows you to keep track of how well your campaigns are performing. Now you can keep track of these important Ad goals right beside all of your important reporting within HubSpot.
The goals that are now available are:
Google enhanced conversions is an ad conversion events feature that can improve the accuracy of your conversion measurement and unlock more powerful bidding. It supplements your existing conversion tags by sending hashed first-party conversion data from your website to Google in a privacy-safe way. The feature uses a secure one-way hashing algorithm called SHA256 on your first-party customer data, such as email addresses, before sending to Google.
As cookies go away and ad tracking becomes more limited, it is important for advertisers to get their conversion data back to the ad networks in a secure, privacy first manner. With enhanced conversions, HubSpot will send onsite form fill submission data back to Google server side. This will:
Require or request approval before publishing a blog post.
Marketers have repeatedly stressed the importance of collaborating with others to develop content (landing pages, web pages, & blog).
With HubSpot's Content Approvals, marketers can now:
1. Host more of their content creation process natively within HubSpot
2. Experience fewer bottlenecks during the content creation process
3. Have greater confidence when reviewing, editing, and publishing content simultaneously with other users
4. Easily track changes between draft versions during the content creation process
Require or request approval before publishing a landing page.
Marketers have repeatedly stressed the importance of collaborating with others to develop content (landing pages, web pages, & blog).
With HubSpot's Content Approvals, marketers can now:
1. Host more of their content creation process natively within HubSpot
2. Experience fewer bottlenecks during the content creation process
3. Have greater confidence when reviewing, editing, and publishing content simultaneously with other users
4. Easily track changes between draft versions during the content creation process
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Following on from the release in CRM earlier this year, we're excited to share that it is now possible to use "OR" filtering in several marketing tools. This makes it possible to create far more customisable and more useful filtering to drill in to find the exact records you're looking for.
This is supported in Marketing Campaigns, Lists, Workflows, Forms, the new CTAs tool, and Feedback Survey responses.
For a long time now it's been possible to create filters to find the marketing assets you're looking for. Looking for a specific type of form? No problem. Campaigns owned by a specific person? Can do. However, one major limitation was that multiple filters could only be applied together as an "AND" filter. This limited how specific you could be when looking for subsets of workflows, lists or marketing campaigns.
With this update it's now possible to filter by several different sets of filters to find marketing assets where "A" OR "B" is true.
Dnd Areas in Custom Email Templates allows customers to avail of drag and drop modules in the Marketing Email Editor when using a custom coded email template. Content creators now have enough flexibility to make simple changes without requiring a developer for small coding tweaks.
Previously when a content creator created a Marketing Email using a custom coded template, they could only use a set of predefined modules in the template layout that were predefined by their developer. This initial layout set the precedent for how emails using this template might look.
Dnd Areas in Custom Email Templates allows developers to create custom coded templates while also providing areas in the template that Marketers can drag and drop modules of their choosing into.
This change grants content creators more flexibility to make simple changes to their Marketing Email in the Editor without requiring a developer for small coding tweaks.
There's a new, consistent and modern set of default system pages and emails for CMS Hub, Marketing Hub and Service Hub users, along with an easier way to view the system pages users have set.
System pages are essential to running a website, but HubSpot's set of default system pages (the ones you get out of the box) have historically been a patchwork of different styles and have also been difficult to preview. That means that when a user previously wanted to host their website on HubSpot, they couldn't easily see what their system pages looked like, and the default system pages they got were pretty mismatched and could sometimes clash with their branding.
This new set of consistently styled and neutrally branded set of system templates and emails are set automatically for users that way, users can get their website up and running quickly while being confident that their system pages look professional.
Users need the following system pages to run a basic website (KB article linked here):
The following system pages for email subscriptions (KB article linked here):
And the following system pages and emails for private content (KB article linked here):
With this new tool, Super Admins can view a centralized real-time audit log of their users' login activity, and security-related actions that users have taken in the account.
Previously the user login and security activity information was accessible within the account defaults > security tab under two separate pages (as outlined in this Knowledge Base article).
Admins are often the point of contact for both their account users, when things go wrong in their portals, and for their companies to provide details and data for security and compliance audits.
iOS and Android Apps will support enrolling, un-enrolling, pausing and resuming contacts from a sequence.
Sequences are a key part of a sales reps prospecting workflow - its how you qualify leads and get them into your calendar as quickly and efficiently as possible. Being able to do this on mobile brings Sequences to the next level, untethering the prospecting sales rep from their desks.
Imagine meeting a customer at a conference, scanning their business card on the Hubspot mobile app and enrolling them into a sequence - all with a few taps.
This is automation on the go and we think our customers are going to love this update.
The ability to log emails to HubSpot custom objects from within Gmail and web-based Office 365.
HubSpot customers were previously unable to log emails from Gmail or O365 to HubSpot custom objects. This meant that customers would need to go into HubSpot contact records and manually associate relevant emails to custom objects.
The ability to log an individual email from your inbox with the click of a button.
When sending or receiving emails from their Gmail or Outlook inbox, salespeople often forget to log their emails to the CRM or need a way to log their emails to the proper CRM records without needing to wait for a reply from a prospect.
Retroactive email logging enables extension users a way to log their emails to the CRM without needing to reply to an existing email thread or to wait for a reply from a prospect.