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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!
Now Live
These are all the new features live and ready to use in your HubSpot portal.
1. A Unified Record Page Editor
What is it?
The Unified Record Page Editor allows admins to easily customise the record in one place, giving them a holistic view of what their teams will see.
Why does it matter?
HubSpot customers use the record page to display information that's critical to their business. The Unified Record Page Editor allows admins to customise the entire record page in one integrated editor so they can provide their teams with the right information at the right time, helping them deliver a better customer experience.
2. Feedback Surveys List View Table Updates
What is it?
Introducing the updates to feedback surveys list view with the support for building custom views, sort and filter on the data!
Why does it matter?
Customers can now edit the columns displayed in the feedback surveys table, rearrange the order of the columns, sort the table based on the column of choice, filter the table based on the feedback survey information and also build custom views.
3. Customisable Membership Self-Registration Confirmation Email
What is it?
HubSpot are now allowing businesses to customize the self-registration confirmation emails using the marketing email editor.Why does it matter?
Businesses can now customize their self-registration confirmation emails, ensuring consistency with their branding and improving registration completion rates.
4. Customisable Password-less Auth Emails
What is it?
HubSpot are now allowing businesses to customise auth emails using the marketing email editor. Additionally, password-less auth will now be available for all portals with access to private content.
Why does it matter?
Businesses can now customise their password-less auth emails, ensuring consistency with their branding and improving registration completion rates.
5. Forecasting with Multicurrency
What is it?
Users can now set their preferred currency in the forecasting app, enabling them to view forecast data and submit manual forecasts in their currency of choice.
Why does it matter?
Forecasting is critical to understanding the current and future state of your sales pipeline. With the release of forecasting with multi-currency, which enables each user to select their preferred currency in the forecasting app, after which they can both view forecast data and submit manual forecasts in their currency of choice.
6. Approvals for Deal Pipelines
What is it?
You can now add an approval process to your sales pipelines, requiring deals to be reviewed and approved before progressing down the pipeline.
Once you enable the approval feature, a new approval stage will be added to the selected pipeline. All deals in that pipeline will require approval before they can move past the approval stage (exception: at the time of setup, any existing deals already in a stage following the approval stage will not be subject to approval).
Each pipeline can have up to three (3) approvers, with the option to require approval from all or any one approvers. After reviewing, approvers can approve, request changes to, or reject a deal.
Why does it matter?
Pipeline approvals allow sales leaders to ensure the right checks and balances are in place to ensure compliance with the sales process. Now, all deals will be subject to review, to ensure all required data has been captured before a deal can progress or move to closed won.
7. Customisable Registration Follow-Up Emails
What is it?
HubSpot introduced registration follow-up emails last year, to help businesses improve their membership conversion rates. These emails used a standard template. They are now allowing businesses to customise these emails using the marketing email editor.
Why does it matter?
Businesses can now customise their registration follow-up emails, ensuring consistency with their branding and improving registration completion rates.
8. Automatically add Company Associations to Invoices Synced from QBO
What is it?
When an invoice is synced from Quickbooks, this functionality will automatically associate that invoice to the primary company of the contact on the invoice. This behavior more accurately matches the B2B mental model of our users, and will reduce the amount of data entry done by users of the integration.
Why does it matter?
Until now, invoices that were synced from Quickbooks were associated only to the contact that matched to the customer in Quickbooks. However, this was a challenge for users for multiple reasons:
- While the customer in QBO maps to the contact in HubSpot, many B2B users think of themselves as billing companies, not contacts. Having the invoice connected to the Company, better aligns with the mental model of users selling B2B.
- If users want invoices connected to Companies, they are forced to set those associations manually. This takes valuable time, and makes them feel like HubSpot isn’t “built for them”.
With this change, HubSpot is automating data entry for their B2B users and demonstrating to B2B businesses that their QBO integration is built for them. This change updates the integration to better support B2B users and should not affect B2C users.
9. Form Submissions Export with Date Range Filters
What is it?
HubSpot are launching a new feature that enables you to export form submissions with date range filters.
Why does it matter?
So far, when you needed to export form submissions, you had to always export all the Submissions from a form even if you wanted to export submissions for a selected time period. This was very painful because, you had to export the entire submissions for that form and then carefully delete the submissions that you did not want. This was time consuming and often times led to manual errors. With this update, you can easily select the list of fields and the form submissions from a specific date range and export them.
10. Weighted Rotation Option in Meeting Rotations
What is it?
You can now create a weighted rotation for booking meetings through the CRM. Meeting rotations can be created with a weighted distribution so that you can better allocate your meetings to the right team members.
Why does it matter?
When using the new weighted distribution option, some members can be suggested more for meetings than others. This can be useful when rewarding top performers with more chances or easing new team members in by sending them fewer meetings. This gives sales teams more options for meeting rotations, instead of only having the standard even distribution that's available now.
11. Create and Associate Tasks with Custom Object on iOS
What is it?
Users can now create tasks and associate them with custom object records on iOS.
Why does it matter?
Before, users were only able to create tasks and associate them with custom objects on the desktop app. Now it's possible to do this on iOS as well!
12. Schedule Meetings More Than a Year in Advance
What is it?
You can now set the rolling availability range for meeting scheduling pages so that prospects can book meetings over a year in advance (much more flexibility than the current max. of 11 weeks).
Why does it matter?
Scheduling pages previously only allowed rolling availability for a maximum of 11 weeks in the future. Now, scheduling pages can be configured to allow booking more than a year in advance!
13. Set Validation Rules for HubSpot Default Properties
What is it?
You will now be able to set validation rules for certain default properties in HubSpot's Smart CRM.
Why does it matter?
Validation rules help maintain consistent and accurate data in the CRM. When validation rules are set for a property, users must meet the property’s requirements in order to save a value. For example, you may want to ensure that Postal Code is a number with a maximum of 5 characters, that Deal Amount is a number, or that Contact First Name doesn't exceed a certain character limit.
14. Access Zoom Webinar Audit Logs for Faster Issue Resolution
What is it?
HubSpot's Zoom Integration now gives you visibility into webinar sync issues if they arise. Any issues, plus information on how to fix them, are now visible to you directly within HubSpot on your Zoom integration settings page
Why does it matter?
Previously, you had to reach out to HubSpot's support team to fix webinar sync issues. Now, webinar sync audit logs are available to you on your integration settings page, plus relevant information to fix the issue. Now you can save time and resolve the issue immediately.
15. Attach Invoice PDFs to Emails
Previously, emails automatically sent from the HubSpot invoice tool would include a link to view the invoice online. Now, these emails also include an attached PDF of the invoice document.
Why does it matter?
Merchants can send PDF invoices to their customers who require them.
16. Inactive Cards - Live on iOS + Android
What is it?
Users can now identify their inactive deals on both mobile and web platforms. Before, inactive deals were only highlighted and grayed out on the web. Now, inactive deal cards are also displayed on mobile, ensuring consistency in the presentation of deal information.
Why does it matter?
Sales activities are key indicators of deal progress. If sales representatives lack a quick and accessible method to track their deal-related activities, prioritizing them can become highly challenging, particularly when using a phone. Highlighting deals that have stalled helps sales representatives identify those at risk of being overlooked.
17. Custom Invoice Fields
What is it?
This functionality is now open to all users. Previously, it was only available to users who are enrolled in HubSpot Payments or Stripe.
Merchants can choose up to 4 additional custom fields to display on their HubSpot invoices. Previously, they were limited to using the basic HubSpot template. This gives users more flexibility and control in configuring the content of their invoices to suit the nature of their business.
Why does it matter?
A merchant wants to have additional information displayed on all of their HubSpot invoices. Examples include alternate mailing address, product information, or internal ID number.
18. Quick Create
What is it?
Enhance your productivity and streamline your workflow with HubSpot's in-context quick create feature! Effortlessly create new contacts, companies, deals, and tickets across most of HubSpot. By maintaining your focus and context, their seamless creation process minimises disruptions, helping you stay on track and efficiently manage your work. Experience the convenience of creating relevant objects in real-time, directly where you need them, enhancing your productivity.
Why does it matter?
Stay focused and efficient with HubSpot's in-context creation feature. Some of the use cases include:
- Improved efficiency: you can quickly create new records without navigating to other pages and losing your place, enhancing overall workflow efficiency and enabling faster task completion.
- Seamless interaction: create a new item almost anywhere in HubSpot, reducing the time and effort to locate where to create a new item.
- Maintained context: the in-context creation keeps you within your current workspace, preserving the context and making it easier to focus on the primary task.
19. Updated objects available in shared data section of app listing flow
What is it?
For partners with apps listed on the App Marketplace, you now have access to more objects. These new and updated objects are available via the dropdown menu in the shared data section of the listing flow.
Why does it matter?
As HubSpot continuously releases new features and apps adopt these new objects, it's important to give you the tools to represent your app's latest functionality. As such, HubSpot has updated the app listing flow to reflect the latest available objects, so you can more accurately display how data flows between your app and HubSpot.
20. Collect Payments in Round Robin Scheduling Pages
What is it?
Commerce Hub Payment Links are now native in round robin scheduling pages! This allows you to receive payments for meetings booked via round robin scheduling pages.
Why does it matter?
Before this update, only 1:1 and group meetings could be used to collect payments.
With this update, Commerce Hub Payment Links are now a native part of all types of HubSpot Meetings, creating a seamless and required transaction whenever time is scheduled.
This provides more ways of making money through the Meetings tool!
21. Stage Tracker for Associated Records
What is it?
Imagine viewing a deal stage tracker on the company record, and editing the deal stage and properties directly from the company record. Now, you can!
Why does it matter?
The new Association Stage Tracker card will let you display a stage tracker and up to 4 properties from associated records from the record middle column. This feature eliminates extra clicks. No need to open up a new tab to see associated records or to edit fields. It's all right in front of you with the new Association Stage Tracker card.
22. Payments Enhancements for Quickbooks Online Two-Way Sync
What is it?
Customers using the two-way invoice sync for Quickbooks Online now have access to key sync information and navigation links on payments that are in sync.
Why does it matter?
Payments that are in sync with Quickbooks Online now display more information that clearly shows the sync status and source of the payment, as well as helpful links for navigation. Previously, it was unclear whether a payment was in sync.
23. Stage Calculated Properties for Leads
What is it?
Professional or Enterprise customers will now have access to four (4) new HubSpot-defined lead properties, which track the progression of a lead as it moves through a qualification pipeline:
- Date entered {stage id}
- Date exited {stage id}
- Latest time in {stage id}
- Cumulative time in {stage id}
Why does it matter?
With access to these properties, you can easily identify bottlenecks in your sales process. For example, you can assess a lead pipeline's velocity by looking at the average "latest time" and "cumulative time" of each lead stage.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Company Health Score Builder
What is it?
Company health score is a new tool that gives customers the ability to weight properties and activities taken by contacts and roll them up to a score on the company record. This score will be recorded on the company record.
Why does it matter?
Customer success teams want to identify trends, opportunities and problems within their customer base. They have a lot of information about how their customers are engaging with their company but they don’t feel like they can use it effectively. CS teams need help aggregating and evaluating data points about individual companies in an automated way so that they can identify who is getting a lot of value and who is a potential churn risk.
2. Company Scoring Available in Lead Scoring
What is it?
Lead Scoring enables marketers to create scores that help them easily identify and prioritize their most promising leads at scale. The new Lead Scoring app blends flexible and robust manual scoring with advanced AI recommendations, allowing marketers to identify leads most likely to make a purchase based on their previous behavior, campaign interactions, and demographic data. With this latest update, you can now score not only contacts but also companies, which is especially beneficial if you use Account-Based Marketing.
Why does it matter?
Qualifying and prioritizing the right leads has never been more crucial for marketing teams. Companies increasingly struggle to convert visitors into leads and leads into customers. Marketers are seeing declining lead conversion rates and diminishing lead quality, while sales teams face prolonged sales cycles and chase deals that aren't the right fit, wasting time and resources. Knowing which contacts or companies to pursue and why is vital today, making an effective lead scoring solution essential for both marketers and salespeople.
3. Make Outbound Calls Using the Calling Icon in the Navigation
What is it?
You will be able to make outbound calls using the calling remote! Simply enter the recipient's phone number, and click dial.
Why does it matter?
Until now, users needed to initiate outbound calls from fixed locations in the CRM. (e.x. record pages) This new dialer offers a new, faster way to make outbound calls in HubSpot.
4. Updated Property Creation and Editing Experience
What is it?
HubSpot are updating the experience of creating and editing properties in HubSpot. This change will provide admins a quicker, easier, and cleaner way to manage properties in HubSpot’s Smart CRM.
This change does not impact any existing features in the property creation or editing process - it is purely focused on improving the look and feel of this experience.
Why does it matter?
Today, the process of creating a property and editing a property requires multiple clicks through different modals. HubSpot are centralising the user experience by providing a single full-screen modal for CRM admins to work in, with a standardised interface for property creation and property editing.
5. Translate Custom CRM Data
What is it?
Admins can now import translations for custom properties in HubSpot-supported languages.
Why does it matter?
Customers have been clear they want custom data translated in their CRM. For example, an admin at a multinational company needs to ensure that users in multiple countries are seeing the correct translations on custom data. Instead of creating multiple properties in each language to represent a single data point, the admin can create a single property and use this feature to ensure that the property is translated into multiple languages, if needed.
6. Report on Internal Meeting Attendees and More with Custom Report Builder
What is it?
Meetings is will be available as a selectable data source during the first step of building a custom report.
This, along with the addition of a few new meetings properties, has opened some new reporting capabilities.
You will be able to report on:
- Internal users that are listed as attendees on the meeting
- Count of meetings
- Location type
- Guest emails that were added through a scheduling page booking
- And more!
Why does it matter?
Teams may have several people joining meetings, like sales representatives, technical experts, and managers. Because users want to make sure that everyone who attends a meeting gets credit for it, regardless of whether they're the host, HubSpot now lets you see who books meetings, who hosts them, and which other internal users are listed as attendees.
7. Mobile Lead Management
What is it?
HubSpot are bringing lead management capabilities to the HubSpot mobile app to help users prospect and qualify leads from anywhere. This first MVP version of mobile lead management will help BDRs, SDRs, and full-cycle sales reps with the basics of lead management when on-the-go, including:
- Lead navigation through the different defined lead stages
- Lead outreach
- Lead qualification
Why does it matter?
Until now, prospecting on-the-go meant jumping around the mobile app across many features, like tasks, activity feed, contact or company records, etc. This meant having to (re)gain context for every lead the reps wanted to work on, having to dive in and out of each lead to then decide what action to take next. On the other hand, there was no such thing as the Lead record on mobile, where leads can be properly represented as an existing entity. This implied each rep had its own defined process to prospect and it was up to each of them how to best utilise HubSpot’s mobile app to manage leads.
The new mobile lead management solution enables a standardised approach to prospecting, aligning the desktop and mobile experience, enabling continuity between channels and streamlining the process to become more effective at qualifying leads.
8. Create Datetime Properties in HubSpot
What is it?
You will be able create custom DateTime properties in HubSpot’s CRM, expanding the types of data you can store across the Smart CRM!
Why does it matter?
This new field type will allow you to get more insights from your CRM about when something happened. Some use cases include:
- Manually edit Time to capture when something happened across the CRM
- Require a datetime property when deal record is created
- Copy over property values between default & custom datetime properties via a Workflow
9. Copy Automated Marketing Emails from one HubSpot Account to Another
What is it?
You will now be able to copy automated Marketing Emails from an Enterprise account to another Enterprise account.
Why does it matter?
Upmarket customers with multiple HubSpot accounts want to be able to share/move/copy/duplicate assets across accounts. 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.
10. NEW UI Component: StatusTag for Better Visual Indication
What is it?
StatusTag is a new UI Component that helps end users get better indicators about the status of a process. This component can visually indicate and highlight parts of the interface that need actions, creating a better user experience.
Why does it matter?
- A customer wants to notify their user when a certain action has been completed. For example, a file upload is "successfully completed".
- This also helps flag items for end users
- Helps with more ways of visually indicating the statuses and notifications to the user
11. Filter Data on Global Search Before Your Query & Persist the Selected Filter
What is it?
Customers will now be able to pre-filter results in Global Search and have their data selection persist, thus ensuring quick access to the data they work with the most, creating focus and efficiency.
Why does it matter?
Do you use Global Search to mostly search for contact records? Or do you use it to mostly search for deals? How about tickets? You aren't alone. About 90% of users only search through ~2 data categories/week on average and the spread of searches is heavily biased towards CRM data categories.
That's why, to make the search experience more efficient for HubSpot's customers, we're enabling them to customise their search filters before they type in a query and, if they change their filter selection, they'll persist that preference until the user changes it.
12. Allbound timeline card on record pages
What is it?
The new allbound timeline card offers a calendar visualization of activities so that users can easily see what has happened on the record. It enables users to swiftly assess engagement levels and access activities without tab-switching or exhaustive scrolling on the record timeline. The card separates outbound from inbound interactions to see whether prospects, or customers, are responding to outreach.
Why does it matter?
This time-saving feature aims to enhance productivity, aligning with customer feedback, that emphasizes the significance of efficiently analyzing timeline data for both prospecting and managing established accounts with extensive timeline entries. Managers will also find value in this card, as it enables them to assess sales reps' performance and pinpoint areas for potential improvement.
13. Meeting Assistant
What is it?
HubSpot's Meeting Assistant will assist reps in preparing for upcoming meetings within the Prospecting Workspace.
The meeting prep arena provides detailed attendee information, helping the rep ensure that they know who they are meeting with.
Suggested activities recommend prep steps and reveal relevant research to help you with your upcoming conversation, including information on the company/contact you are about to meet with, a summary of their record in your CRM, their current tech stack, and any recent engagement.
With ChatSpot built in, you can do even more!
Shortcuts allow reps to quickly and easily reach out to attendees that have yet to accept the meeting invite, helping prevent no-shows.
Why does it matter?
Being prepared for a meeting can make all the difference in a successful outcome, but preparation can be daunting. Meeting follow up and actionability is a critical part of progressing opportunities forward, but follow up takes too much time and is sometimes even forgotten. HubSpot's Meeting Assistant uses the context from your CRM and the history of your lead to help reps prepare for upcoming conversations and execute efficient follow up after the meeting has ended.
