Welcome to our HubSpot Product Spotlight for June. 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 features now live and ready to use in your HubSpot portal.
Marketing email analytics is a new data source in the custom report builder, which grants you access to key email performance metrics, such as open rate and click-through-rate, alongside the full power of CRM reporting.
Despite all of the evolving ways for you to stay connected with your leads, prospects, and customers, marketing email still remains one of the key channels you can use to stay engaged with your audience on a personalized level at scale. In a digital age of oversaturation, it's even more important to not only provide the right value to each person you're engaging with but also continuous value.
The way to achieve this, especially in the fast-paced world of email marketing, is to have a constant pulse and an in-depth vantage point on what's working and how to replicate successful outcomes. Email marketing has clear-cut engagement metrics to determine what is successful and what's not: delivery rate, open rate, click-rate, click-through rate, reply rate, spam report rate, and unsubscribe rate. Up until now, you have had to rely on analyzing email performance metrics either within the Marketing Email tool's analyze space or in an Excel sheet, but you have been limited from tying these metrics back to the full power of the HubSpot CRM.
With the custom report builder's new data source, "Marketing email analytics," you are able to tie marketing email successes and failures directly to your CRM data, breaking down your analysis in countless different ways. You can create reports that will tell you things like the best hour of the day or day of the week emails get the most opens, or you can build reports that showcase which content is seeing the highest or lowest click-through rates. You'll no longer have to patch these insights together through countless exports, custom joins, or calculations in outside systems—you can now achieve this right inside HubSpot within a few clicks.
Test your input and output devices for calling in HubSpot.
When making and receiving calls in HubSpot, it's important to ensure that your audio devices are properly configured.
To get started, open the Inbound Call Tab by clicking on the phone icon in the navigation bar. Next, click "Test Audio".
You can now do more with the deal tag and ticket tag properties.
Previously, colored object tags would appear on the board and table views. Now, you can also:
Essentially, you can now use colored object tags as you would any other property within your HubSpot account.
See here for more information on prioritizing deals and tickets with colored object tags.
A new collection of recommended integrations is now available in HubSpot’s App Marketplace highlighting the essential apps for Marketing Hub. Try out these integrations that are popular with Marketing Hub customers and recommended by HubSpot:
Marketing teams use more tools than ever, but these disconnected end-point solutions leave them with data scattered across their tech stacks. HubSpot’s App Marketplace has 1,250+ ready-to-use integrations, so marketers can connect their tools to Marketing Hub and build world-class experiences that deeply connect with customers. Get started with this curated collection of essential apps for Marketing Hub.
Search for Social posts has now been enabled on the HubSpot mobile app. Instead of using filter and sort, you can now use search for quick and easy look ups when away from your desk.
On mobile, global search is accessed through the search button in the floating nav. Similar to web, the search results are separated into sections, with the addition of tabs for finding more results for a specific type, e.g. Contacts, Companies, Deals, Tickets. Mobile supports a subset of the types offered by the Global Search API, as not all of its types are relevant or supported in the mobile app.
Up until recently, mobile search has been limited to mainly sales based features. As we expand the feature set on mobile, we’re equally keen to ensure that customers can find the things they are looking for.
As part of HubSpot's ongoing commitment to scale the app, search for Social posts is the latest expansion of mobile search to support marketing hub users, following the recent enablement of search for Marketing Emails and Dashboards on mobile too.
You can now customize how your calculated properties results are displayed.
Formatting options for calculated properties empowers you to tailor the presentation of your calculation results to match your specific requirements. Whether you're analyzing data, managing finances, or working with time-related calculations, our formatting capabilities offer you the flexibility and control you need.
For example, ops teams love using calculated properties to make important business data available in their CRM like profit margin on deals so that data can be available for reps and in reporting.
What ops teams don't like is the workarounds required to turn a calculated property into their required format. To get that done today requires multiple properties and a workflow, which creates management headaches and makes the CRM feel overall more brittle.
With this update, no more workaround are required. Admins can now setup a calculated property to display as a formatted number, unformatted, number, currency, percentage, or duration and they are all set.
Users and teams can now create custom workflow views to set up folders within folders, making it easier to organize, find, and manage workflows.
As customers create more workflows, it becomes more time-consuming to quickly understand how workflows are interconnected. Current workflow management processes require you to go into individual workflows to try to cobble together an understanding of how they are connected to one another, as well as create external artifacts like spreadsheets and workflow mapping documents. With workflow custom views and subfolders, customers can filter and group workflows, or create a folder hierarchy that matches their automation strategy.
Playbook editors can now choose what type of engagement is logged when a playbook is completed.
Additionally, we added a new option that allows users to update linked CRM properties without logging an engagement.
Sales and support team managers often want to give their users increased flexibility when logging the results of a playbook. That's why we added the ability for playbook authors to select one or more engagement types (call, meeting, note, or email) that will be available to end-users.
Cases where you only want your users to update CRM properties linked to questions in a playbook without logging an engagement are also supported now.
You can now use your Microsoft login credentials to login to HubSpot!
Login pages are one of the most critical user interfaces in desktop + mobile applications. We want to make it simpler and easier for all customers to join HubSpot.
Social logins use information from third party sites to simplify the sign-in experience and reduce user friction.
Up until recently, HubSpot customers wanting to skip past username and password entry, could do so using Google or Single Sign On.
HubSpot has now extended social logins to include "Sign in with Microsoft", to offer a more simplified login experience to more of our customers.
We’re overhauling the existing user creation flow to match the recently updated edit permission panel. Admins creating and editing users will now utilize the same experience when creating new users or editing the permissions of existing ones.
We strive to provide a consistent customer experience where possible, so we are updating the permission selection process during user creation to match that of editing an existing user.
You will be able to see data from the HubSpot payments checkout page in your Google Analytics account starting June 14, 2023. Your buyer uses this checkout page when they are paying for a payment link or quote.
Drive results by understanding your buyers' engagement and conversion. Before the checkout page was included in Google Analytics, you had an incomplete view of the buyers' journey. With the additional data, you can make more data informed decisions and understand your buyers better.
Need extra confidence your integration is syncing with the right record? You can now view Dynamics 365 sync status and linked records directly from the contact record.
This feature is available for contact, company, and deal records in HubSpot. Learn more in the Dynamics 365 Integration Sync Card knowledge base article.
Seeing sync status directly linked to a HubSpot record gives you a more accurate view of your data.
Use our Settings page to get an overview of your Sync Health, and the Integrations Sync Card to drill down on a record by record basis on what’s happening with your sync.
Activities will now be visible as their own group within the Data Model Overview. Customers will be able to see key information about each activity as well as how activities relate to CRM objects or custom objects.
We've also improved the layout and design of the Data Model Overview to make it easier to understand and interact with.
When customers are configuring their HubSpot portal, activities are an integral part of the conversation. Activities are the core way that reps track how they’re interacting with customers. That said, customers struggle to understand where they fit in. Helping customers understand activities within the context of their data model is a key step in setting up HubSpot correctly.
The Goals App is now easier to access from anywhere in HubSpot. Goals used to live deep within the Settings menu: Settings > Tracking & Analytics > Goals; it is now easily accessible from the HubSpot Global Top Navigation, under the Reports tab.
In light of this more accessible positioning of Goals in the top navigation, the Legacy Goals app will be removed from the Settings menu between 10th to 17th July 2023. This change will take effect over the course of the full week for all customers. Once removed from the settings menu, the Goals app will only be accessible from under Reports in the Top Navigation.
Please note, there will be no impact to any data in the Goals App. This change will only remove the Goals entry point from the settings menu. Customers can continue to use and access all their Goals data by navigating to the Goals App from Reports.
The Goals App plays a vital role for many of our customers, from setting goals to tracking progress regularly. We have often heard from customers that the Goals App is difficult to access; it is a cumbersome process to click into Settings > Tracking & Analytics to finally reach Goals each time. This has been a point of friction for many of our Goals users. As a result, we’ve now made Goals easily accessible in the HubSpot top navigation, under the Reports tab, and will be removing the entry point into Goals from the Settings menu.
Need extra confidence your integration is syncing with the right record? You can now view NetSuite sync status and linked records directly from the contact record.
This feature is available for contact, company, and deal records in HubSpot. Learn more in the NetSuite Integration Sync Card knowledge base article.
Seeing sync status directly linked to a HubSpot record gives you a more accurate view of your data.
Use our Settings page to get an overview of your Sync Health, and the Integrations Sync Card to drill down on a record by record basis on what’s happening with your sync.
We are very excited to launch the Spam Submissions tool for Forms.
This feature automatically captures incoming form submissions that contain URLs in name fields as spam and lists them in a new "Spam Submissions" area for users to review and/or take action.
Data quality is a key factor that enhances the overall efficiency of marketing teams and any one using the HubSpot CRM.
Form submissions is one of the major channels through which data enters into our customers' CRM. The quality of these submissions is often times affected by Spam. Spam can either be submissions deliberately made by bad actors with the goal to impact our customers' CRM system or bots making submissions that are not truly valuable for marketers to take action on. Spam Submissions can be very impactful as these could skew the actual form submission counts or add a lot of manual work to identify them in the system, review them and manually delete them.
As part of this release, we are making an important step forward to help prevent spam submissions from entering our customers' CRM. With this update, form submissions that can contain a first name or last name property populated with URLs will be automatically detected and will be parked in a separate area even before it actually enters the CRM.
This would prevent any downstream activities such as creating or updating existing CRM records, triggering any automation and updating form submission reports.
The best part of this is that the spam submissions feature eliminates the additional manual work involved in reviewing and deleting these spam submissions. After 90 days from the form submission date, the spam submissions will be deleted automatically. However, as the users should be the final decision makers of their data, we still allow users to review and take actions manually.
A new user interface for the landing page, website page, blog post, blog listing, global content, and theme editors.
The HubSpot CMS has undergone a lot of changes over the past few years, adding new features and functionality, and changing the way users create content. The user interface of the editor needs to also grow and change to accommodate all of these latest innovations and user behaviors.
This new UI was designed to give the user more space to view and interact with their content, while also keeping more editing features close at hand. It uses a familiar File/Edit/View/Help navigation to keep content admin tasks easy to find and use, while it uses an expanding sidebar on the left hand side of the screen for easy access to content editing tasks.
Customers who sell subscriptions (or collect recurring payments) with HubSpot will now have a brand new home for all their subscriptions.
Previously, subscriptions could only be found in HubSpot via associated records, making them difficult to navigate to quickly without having the right context. Subscriptions and available actions need to be easily accessible so that you can get to them and work on them quickly.
70+ new integrations–including a new Asana integration which seamlessly creates tasks based on HubSpot deals and more–recently joined HubSpot’s App Marketplace. Additionally, 15+ integrations were recently updated with new features including:
HubSpot’s App Marketplace has 1,250+ integrations, with new integrations being added and improvements to existing integrations being made every day. Utilizing these new and updated integrations help you grow better with HubSpot.
CRM activity cards in the preview sidebar allow you to see critical CRM activities data (pinned activity and last 3 recent communications) in the preview sidebar on index, board, record pages, and more without needing to go to the full record timeline.
Reps are incredibly busy and need to see information in the right place without having to leave the context of their workflows. By adding activity cards to the preview sidebar, they'll be able to save time from going to a record timeline to see critical information.
Customers who sell subscriptions with HubSpot payments can now update the contact recorded on a subscription as the buyer. Once updated, the recipient of all subscription-related emails will automatically be updated.
It is typical in the B2B space (where contracts can run anywhere between 1-5 years) to see employees leave & new people join. Our customers represent such kind of change by changing the association of company & the deals from initial buyer to the new representative/ employee/ client. When that happens, this newly associated contact should be treated as the POC for the subscriptions notifications.
You can now copy an action from one workflow and paste it in another workflow in your portal, saving you time when building your automation.
This feature is available for all customers with workflows access.
Customers are creating a lot of workflows, most of which are using the same actions and configurations, particularly those with complex branches or custom code. Previously, the only way to simplify the process of reusing an action across multiple workflows was to clone the entire workflow, which is not useful if you only want one or two actions from it. By enabling the ability to copy and paste actions across workflows, customers can now easily and efficiently create workflows, reducing opportunities for human error and saving them time so they can focus more on strategic initiatives.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
HubSpot can now track LinkedIn carousel ads - this means if a contact clicks on your LinkedIn carousel ad, an ad interaction will go on the contact record, allowing you to create specific email follow ups to close that lead. It also enables you to see full ROI reporting if that contact goes on to have a deal.
Previously due to API limitations, HubSpot could not track LinkedIn carousel ads. But now that limitation is gone and you should start to see your live LinkedIn carousel ads start tracking within the Ads app. This change enables you to see all the great reporting you can see for your other tracked LinkedIn ads (Cost Per Lead, Number of Contacts, etc) as well as have the Ad Interaction on the Contact Timeline allowing you to create lists, emails, workflows, etc based on this ad interaction.
The advanced formula builder for calculated properties is a powerful tool that allows you to take your data and turn it into vital business context with ease. You can now create custom number formulas and calculations to suit your specific business needs.
Whether you're analyzing sales data, tracking customer behavior, or measuring the effectiveness of your marketing campaigns, the advanced formula builder can help you gain deeper insights and make informed decisions.
With its advanced capabilities, the advanced formula builder makes it easy for both novice and experienced users to transform raw data into actionable insights.
Microsoft Teams Integration users can now create HubSpot Tasks and Tickets and associate them with HubSpot records seamlessly in Microsoft Teams!
Effective collaboration in Microsoft Teams just got easier! Previously, HubSpot users collaborating in Microsoft Teams had to jump back and forth between the two systems to create tasks or tickets. This context-switching can be tedious and can cause information exchanged between teammates to fall through the cracks.
Now, teammates can quickly turn conversations into action, without having to switch context. Users collaborating over a customer in Microsoft Teams can quickly create a task to follow up with that customer or create a ticket about an issue the customer is facing without skipping a beat.
You can now see the properties that are being used by Data Sync and the Salesforce integration throughout HubSpot in the "Used In" column. This update also helps to prevent breaking properties that are updated by integrations, since you now can't delete properties that are mapped to the integrations.
HubSpot records are constantly being updated, but sometimes your teammates weren't aware that the updates they make can impact the other tools they have integrated. Now with this added visibility, users can better understand how the properties in HubSpot are mapped to their integrations.
The Salesforce integration now has an updated settings page, so you have more insights into syncing. In the settings page, the tabs for contact, company, and deals now better reflect how the sync works and the control you have.
For the Salesforce integration contact, company, and deal sync work pretty differently. Previously, you didn't have a lot of insight into how company and deal sync worked. Now, contact, company and deal sync all have a consistent settings page that matches custom object sync.
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.
HubSpot's new CTAs tool is becoming the primary app under the CTAs nav item for all customers.
Our brand new re-imagined CTAs offer you more flexibility to create engaging and higher converting assets with more robust and consistent tracking. You can now create different types of CTAs for all your needs without the help of a developer or a designer. The drag-and-drop offers flexibility to style your CTAs to ensure they're engaging and are consistent with the rest of their website. Unlike the Legacy CTAs app, the new CTAs let you create not only simple buttons but also embeddable banners that include image, text or form (previously this was only achievable by uploading a screenshot of a banner).
You can now enable Javascript building blocks via Design Manager settings for all CMS Starter, Pro, and Enterprise portals.
JavaScript building blocks are new modules, partials, and islands that can be written in React and JavaScript instead of HubL inside the HubSpot CMS. JavaScript modules and partials are built from React components and can be directly referenced via HubL tags in your templates. Islands can be added inside your JS module or partial to establish a component that is rendered on both the server and client and is automatically code-split. Once uploaded, your marketing partners will be able to seamlessly select from React and HubL building blocks in the editor.
Using JavaScript and React comes with lots of benefits, including component composability, code reuse, broader community resources, and real access to JavaScript on the server. While this beta is just a start, our hope is to make developing on the HubSpot CMS feel like modern web development. Plus we want to give you technologies that scale with you, all the way from simple static pages to complex interactive and dynamic web applications.
Rendering React on the server means that there is far less of a technological divide between your code that serves the initial page HTML and your interactive browser code. Previously, as you created more complex and interactive pages, that would either lead to:
In other words, JS Building Blocks gives you the tools to:
You can now copy an action from one workflow and paste it in another workflow in your portal, saving you time when building your automation. Now available to all customers with workflows access.
Customers are creating a lot of workflows, most of which are using the same actions and configurations, particularly those with complex branches or custom code. Previously, the only way to simplify the process to reuse an action across multiple workflows was to clone the entire workflow. By enabling the ability to copy and paste actions across workflows, customers can now easily and efficiently create workflows, reducing opportunities for human error and saving them time so they can focus more on strategic initiatives.
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, you can use our AI-powered content assistant to generate social captions.
Content creation is a key part of the social marketers day to day process. Creating engaging social content is key to increasing brand awareness, building online engagement, and driving leads to your business.
Using the content assistant will enable you to write social posts more quickly and with ease. Content assistant automates the tedious parts of writing, leaving you with more time to shape your own thoughts, opinions, and creativity into your content.
Now, you can generate highly personalized introduction sales emails, cold outreach, and follow-up emails in seconds, using our AI-powered content assistant, directly in your Gmail.
Personalizing your sales emails has been proven to be far more effective at generating leads than generic ones, but it always came at the price of being much more time-consuming.
This feature is designed to give you more time to research and understand your prospects, shape your thoughts and opinions, and insert creativity into your content – enabling you to create high-quality targeted content at scale.
Now, you can use content assistant to draft your knowledge base article drafts. This feature allows you to quickly rewrite, summarize, expand on, or change the tone of voice of existing drafts.
By using content assistant, which is currently in beta, you acknowledge and agree to the HubSpot Beta Terms
We added highlight commands to knowledge-base articles to help you save time and improve efficiency. This feature allows you to quickly modify articles according to your specific requirements and brand voice without having to copy, edit, or create multiple versions.
We are excited to announce the release of content assistant for landing pages and website pages. This means you can now generate page headlines, paragraphs, and subsections within the website page and landing page editors, along with the ability to highlight existing text to rewrite, shorten, expand, or change the tone of the text they select.
Whether writing a blog post, email, or KB article, content creation is one of the most time-consuming tasks that you need to do, often on a daily basis.
That's why HubSpot built content assistant, a tool that helps you write more quickly and scale your content creation efforts. The tool jumpstarts the writing process, helping you generate ideas, outlines, paragraphs, and even sales emails in a flash.
By using content assistant, which is currently in beta, you acknowledge and agree to the HubSpot Beta Terms
Now, you can generate blog post outlines, paragraphs, ideas, or conclusions within the blog editor, along with editing existing text to rewrite, shorten, expand, or change the tone of the text they select.
Whether writing a blog post, email, or knowledge base article, content creation is one of the most time-consuming tasks. Content assistant automates the tedious parts of writing, leaving you with more time to shape your own thoughts, opinions, and creativity into your content.
Whether prospecting or selling on the go, you can now draft sales emails in a flash, by leveraging the power of our AI content assistant on your HubSpot iOS app.
Typing emails on a mobile phone is hard and time-consuming. This is where content assistant comes in! You can now move from being the producer to becoming the editor and reviewer of AI-generated sales emails. You can now focus your efforts on editing any AI output and tweaking the content to make it more relevant for each customer or prospect.
Now, you can use HubSpot's AI content assistant to generate CTA copy from scratch using simple prompts or rewrite existing content by opting to rewrite, shorten, expand, or change the tone of the text you selected.
Whether writing a longer piece of content like a blog or trying to come up with short and snappy content for a CTA, content creation is one of the most time-consuming tasks for marketers.
That's why we built content assistant, a tool that helps customers write more quickly and scale their content creation efforts. Content assistant automates the tedious parts of writing, leaving you with more time to shape your own thoughts, opinions, and creativity into your content.
Now, you can leverage the power of HubSpot's AI content assistant to generate email copy within the Email Editor, as well as highlight existing text and opt to rewrite, shorten, expand, or change the tone of the selected text.
Creating engaging content is one of the most time-consuming tasks that Email Marketers have daily.
With the launch of this latest update, you can kickstart your writing process by having content assistant generate marketing email headlines and paragraphs in a flash.
Now, you can use content assistant to generate SEO-friendly titles and meta descriptions, for blogs, website, and landing pages, with just a click of a button.
Manually creating engaging titles and descriptions for each web page can be a time-consuming task. By automating this process with HubSpot's AI-powered content assistant, you can focus on other critical tasks such as content creation and optimization.
We're excited to announce the release of content assistant for the Conversations Inbox composer in all channels!
With content assistant, users can do everything from generating responses to customer inquiries to editing existing or generated text by opting to rewrite, shorten, expand, or change the tone of the text they select.
Writing responses to customer inquiries, often several at a time, is an incredibly time-consuming task for Inbox users today.
We’ve now incorporated content assistant into Conversations Inbox! This tool will help agents generate responses quickly via any channel in the Inbox, automating the most tedious parts of answering incoming inquiries and giving users time back in their day to focus on delivering a high-quality and personalized customer experience.
We're introducing two updates to sequences reports: Step-level analytics and meeting rate reporting.
With step-level analytics, you can report on every single step in your sequence to understand how reps are executing the steps and how they are converting into meetings booked.
The new meeting rate report updates the logic used to associate meetings booked to more accurately represent the meetings influenced by a sequence.
In order to understand how well a sales sequence is performing, it's important to not only know the outcome (i.e. how many meetings were booked), but also which specific steps contributed to those results. Up until now reporting on sequences has been challenging. Meeting rate reporting didn't capture all meetings generated by a sequence and you could only report on email steps within a sequence. This meant important touches like calls, LinkedIn outreach, and tasks couldn't be unanalyzed, leaving sales teams in the dark about how well these steps are working and how they could improve their sequences moving forward.