.png)
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!
Now Live
These are all the new features live and ready to use in your HubSpot portal.
1. View Release Impact in Product Updates
What is it?
You can now view a product update's Release Impact level in the Product Updates table, which indicates the significance an update can have in its app based on its effect on user behavior.
Why does it matter?
Customers are having a hard time keeping up with our releases, especially since it’s difficult to find the most relevant ones. On top of this, it isn’t easy to assess impact without reading through entire product update records. Surfacing an update's Release Impact level will make it easier for admins to assess the immediate effect of upcoming changes in order take action.
2. New Calls-to-Action (CTA) API
What is it?
Introducing the new API for HubSpot CTAs! Use the CTA API to control your embedded and pop-up assets and provide a more tailored experience to your visitors. CTAs are supported in Single Page Applications (SPAs) when loaded through this API.
Why does it matter?
The CTA API supports loading on Single Page Applications (SPAs) and gives developers more control over how buttons and pop-ups are loaded on your website. This API only works with CTAs created with the new editor, and does not support Legacy CTAs.
3. Enhancements: Pipeline Rules for Deals and Tickets
What is it?
You can now set more granular rules when using the Pipeline Rules feature, now available not only for Deals, but also Tickets.
Set up the following optional rules for your Deal or Ticket pipelines:
- Limit the creation of new records to one or more specific pipeline stages
- Restrict skipping stages to specific pipeline stages
- Restrict backward movement to specific pipeline stages
Why does it matter?
With the ability to set and manage more granular guardrails for your Deal or Ticket pipelines, you'll get more accurate data to glean the insights you need to make informed decisions for your business.
4. Access Groups for Memberships
What is it?
Creating and managing memberships now happens within a single application, "Memberships". Private content will no longer be dictated by list memberships. We have migrated to a new access management device, "Access Groups". Users will create Access Groups using a guided wizard. We will support two types of access groups: 1) static, where contacts are added one by one or imported from a static list and 2) dynamic, where CRM-filters are used to determine group membership. The app will also centralize administrative tasks, such as resending registration emails.
We offer full backwards compatibility with lists. We have synced existing lists used in private content with new Access Groups.
Why does it matter?
Creating and managing private content is complicated. It requires interacting with 10 different applications and settings pages. We are consolidating the creation of access groups and administrative tasks into a single application, "Memberships".
5. Improvements to the PandaDoc App for HubSpot
What is it?
The PandaDoc app for HubSpot now has a more seamless app configuration process. You can now manage all app automations from one centralised location and view all of your HubSpot deal properties within your PandaDoc template.
Why does it matter?
Before, configuring different automations to sync PandaDoc and HubSpot data required navigating to multiple screens, causing confusion and inefficiencies. Also, inputting HubSpot fields into a PandaDoc document involved copying and pasting variables between platforms, requiring special knowledge and extra time to set up.
Now, you can manage all app automations from one screen in your PandaDoc template, including:
- Updating deal, deal-associated contacts, and company properties in HubSpot when a document is sent or completed.
- Updating product information and matching the line item list in a HubSpot deal when the document status changes.
- Attaching a PDF to a HubSpot deal when the document status changes.
- Changing a deal stage in HubSpot when the document status changes.
You can also view all HubSpot deal properties within your PandaDoc template from a dropdown menu, eliminating the time-consuming copy-and-paste process. This makes it easier to:
- Input HubSpot deal variables in the PandaDoc template.
- Map specific HubSpot CRM fields to PandaDoc’s quote builder columns.
- Add or modify merge rules to configure product items that need to be displayed.
6. Apps now discoverable in HubSpot Workflows
What is it?
Starting today, workflow compatible apps are meeting you directly in HubSpot. In Workflows, apps are now accessible in a side panel to scroll, search, and sort without the hassle of context switching away from your work.
Why does it matter?
Previously, to set up a workflow that included information and tasks from your other tools, you were redirected to the HubSpot App Marketplace to browse and install workflow compatible apps.
Now, with apps accessible right inside HubSpot Workflows, your team can save time and boost productivity more than ever before.
This is one of many forthcoming surfaces where you'll be able to browse and install apps relevant to the work you're doing in HubSpot, so everything you need is right at your fingertips.
7. Re-Attempting Leads
What is it?
Admins can now require reps to create a follow-up lead in the future after disqualifying a lead for a particular reason. With this change, reps will never forget to re-engage with a lead that was disqualified for bad timing!
Why does it matter?
You can easily automate the creation of re-attempting leads based on the selection of particular disqualification reasons, helping your sales reps more effectively target previous disqualified leads leads.
8. Set a unique sound for every notification
What is it?
You can now select from a selection of 6 different sounds as your default sound for desktop notifications (as shown below).The sounds have different lengths and tones so that you can select the sound that works the best for you.
You can also set a unique sound for each specific notification so that you can differentiate between them (as shown below).
Why does it matter?
As there was only one default notification sound for desktop notifications, if a specific type of notification mattered more to you, you couldn't tell that it had arrived as every other notification had the same sound. Because of this, it was easy to miss an incoming chat or ticket that was crucial for the business.
9. Set default email to send invoices from Commerce Hub
What is it?
Previously, invoices sent via HubSpot would be emailed from a user's personal email address. Now, users have the option to set up a different default email address that invoices will be emailed from. The default email address can be a team email address or a personal email address.
Why does it matter?
This update is for billing teams who want to use a team email address to manage sending invoices from, rather than a personal email. Or if the billing team doesn't want to use their personal email address and would rather set up another email address that invoices appear to be sent from.
10. Introducing: Academy On-the-Go!
What is it?
Academy On-the-Go will provide customers with a brand new library of easy, quick-hit content for getting the most out of your HubSpot experience.
Why does it matter?
The HubSpot Academy team is excited to bring Academy On-the-go. This will be a new content type aimed to instruct HubSpot users on how to get the most out of their subscriptions. On-the-go will have Tutorials, Tips & Tricks, and Product demonstrations all about the HubSpot software.
11. Easily review your data model in table format
What is it?
In addition to the existing data model overview, you can now review objects, associations properties, and usages in a new, easily scannable table. You can watch a walkthrough of this feature by clicking on this link.
Why does it matter?
The current data model overview is great at highlighting connections between object types and an overall representation of our system. That said, it's difficult to quickly scan and take in information about multiple objects quickly and not accessible for users with screen readers.
12. Data Passing in Custom Code, Webhook, and Custom Workflow Actions!
What is it?
You can now access data (stored in data tokens) from enrolled records and their associated objects to use in the web-hook, custom code, and custom workflow actions (such as Asana, Google Sheets, etc.) within workflows.
Why does it matter?
This enhancement allows users to dynamically utilise cross-object data within these workflow actions. This greatly improves workflow efficiency, customization, and integrations with 3rd party applications.
The webhook, custom code, and custom workflow actions are crucial for sharing data with the other tools in your tech stack. However, until now, you could only use these actions to send data from one object at a time. For example, you could only send contact data from a contact-based workflow. This led to manual data intervention, extra API calls, and an increased amount of troubleshooting.
The addition of data tokens into the web-hook, custom code action, and custom workflow actions significantly enhances the capability of workflows by enabling data-driven actions. This allows businesses to tailor workflow actions to their specific needs, resulting in optimised processes and freeing teams to focus on more strategic activities.
13. User Object available in Reports
What is it?
As part of our goal to build a solution where Users are fully functioning CRM objects, we are making Users available in single and multi-object Reports.
Why does it matter?
We know that CRM Admins and Managers desire more insights into how their teams are (or are not) interacting with HubSpot in order to make data driven decisions. By enabling reporting on Users, these leaders can now get a more complete understanding of their team's portal usage and help their team focus on improving usage where it matters the most for their business.
14. Archive Functionality in Property Insights
What is it?
The new archiving feature allows users to archive properties in bulk from the property insights page or individually by hovering over a specific property and accessing the archive option in the actions menu.
Why does it matter?
The archiving feature is a valuable addition that enhances user experience and improves workflow efficiency. By providing both bulk and individual archiving options, users can tailor the process to their specific needs, whether they need to archive a large number of properties at once or manage them on a case-by-case basis. This feature helps organise the main property view, facilitating better property management and decision-making.
15. Growth Theme: 2 New Landing Pages
With this update, we are introducing 2 new landing pages to HubSpot's default website theme, Growth.
Meeting landing page
Encourage customers to schedule a meeting with your team.
Thank you landing page
Direct your customers to a thank you page after they fill out a form on one of your landing pages.
Why does it matter?
The 2 landing pages below provide new starting points for users to convert leads through HubSpot.
16. Business Units as a field mapping in data sync apps
What is it?
Data sync now allows users to set up a two-way multi-select field sync that defines business units in syncs with other apps.
Why does it matter?
Business units in HubSpot are used to organise and manage data that belongs to different departments, teams, or geographical locations within an organisation.
You may have certain data residing in another system, such as a CRM, that could determine the business units that a certain contact or company record in HubSpot is aligned with. Or vice versa, the business unit info housed in HubSpot is relevant in that other system.
This is where data sync comes in! Through data sync, it is now possible to set up a direct field mapping between multi checkbox fields that syncs business unit information. It could also be as simple as a text field in the other app.
HubSpot will then make sure that data is continuously synced between that other app and HubSpot to maintain consistency and accuracy in business unit assignments.
17. A Shortened Import Flow
What is it?
We've removed two steps from the import flow so you can get your data into HubSpot faster.
Why does it matter?
We hear feedback that the import flow is lengthy and click-y. To begin addressing this, we've decided to remove steps that we can infer from the object selection step. By removing the step where we ask you to select how many objects you're importing, and the step where we ask how many files you're uploading, we will help get customers through the import flow quickly, with less clicks.
18. Preference pages to be hosted on marketing email domain
What is it?
Previously, portals on the Free or Starter tiers, or those with the Business Units add-on, had their Preference Pages hosted on hs-sites domains, even if they had set up a marketing email domain.
Now, moving forward, Preference Pages will be hosted on the provided marketing email domain. If no marketing email domain is available, the Preference Page will remain hosted a HubSpot provided domain.
Hosting the Preference Page on a branded marketing domain will help maintain consistency across the customer journey, reinforcing brand identity and trust.
Why does it matter?
Valuable for brand consistency to ensure Preference Page content will be hosted on the corresponding marketing email domain.
19. New Statistics Card (Highlight Metrics on the CRM Record)
What is it?
You can now create your own insights on the Smart CRM record page.
Imagine seeing the health of your pipeline at the record level. With this update, you can now create your own metrics to track using the new Statistics card for the record middle column.
Why does it matter?
Imagine you're on a Company record and you need an ‘at a glance’ view of their open deals and open support tickets - what's the total amount in the pipeline for this company? what's the average time to close on their support tickets?
Live edit your properties and refresh to see updated metrics. This feature eliminates the need for calculated properties just to see the metrics you care about on the record level.
20. Participant State API
What is it?
Participant State API is designed to enhance the management and analysis of participant data at marketing events. This powerful API offers app developers the ability to access detailed metrics on participant engagement, providing valuable insights to optimise event outcomes. Traditionally, participant interactions at events have been tracked through timestamped activities. These activities, like registrations or attendances, capture specific moments in time. However, the Participant State API goes a step further by providing a dynamic state for each participant, reflecting their overall status regarding the event. One of the key features of the Participant State API is the addition of a 'No Show' state. If an event concludes and a participant has not registered any attended activity, the API will automatically generate a 'No Show' state for that participant. This helps in accurately tracking participant engagement and identifying drop-offs.
Why does it matter?
The API is crucial for real-time event management, enabling the tracking and updating of participant statuses as they change during the event, which is essential for on-the-fly adjustments and maintaining data accuracy. It also allows event organisers to access and analyse historical attendance data, providing insights into participant behaviour over multiple events to optimise future strategies.
This feature is solving:
- Duplicate timestamped activities: We frequently faced issues with timestamped activities duplication, which complicated data management and analysis
- Timestamped activities immutability: Timestamped activities are immutable, meaning once created, they cannot be changed.
- Integrating with downstream tools: Attendance States can be more efficiently integrated into downstream HubSpot tools
21. Track changes to sensitive property values
What is it?
On the audit logs page, users can now see a new category "Sensitive Property Value". Filtering the page by this category shows all user activity for properties marked as sensitive. Users can then click into individual records for more information including previous and new value for the property.
Why does it matter?
Sensitive Properties tend to contain critical information. Any changes to the properties could be business critical. The new category provides admins a quick way to stay on top of changes to these sensitive properties.
22. Predictive Deal Score - now on iOS + Android
What is it?
You can now access predictive deal score on mobile, making it easier for sales reps away from their desk to manage and work their deals. Predictive deal score provides an easy and digestible signal on deal health with an indication of how likely a deal is to close.
Why does it matter?
The more deals you have in progress, the more overwhelming it can feel to look at them, especially on mobile screens. With predictive deal score, data and AI will be used to rank deals based on the likelihood of closing.
This empowers sales reps to focus their efforts on the most promising opportunities and gain a deeper understanding of the key factors that drive success. Additionally, sales managers can utilise these scores to provide targeted coaching and set achievable goals for their team.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Customisable membership self-registration confirmation email
What is it?
We are now allowing businesses to customise the self-registration confirmation emails using the marketing email editor.
Why does it matter?
Businesses can now customise their self-registration confirmation emails, ensuring consistency with their branding and improving registration completion rates.
2. Customisable Registration Follow-Up Emails
What is it?
We introduced registration follow-up emails last year, to help businesses improve their membership conversion rates. These emails used a standard template. We 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.
3. Customisable Password-less Auth Emails
What is it?
We introduced password-less auth last year, to reduce website visitor login friction. These emails used a standard template. We are now allowing businesses to customize these 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.
4. New Workflow Actions for Associations
What is it?
Admins will be able to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help apply, update, or remove association labels and create new associations based on matching property values. We recommend watching the following videos to learn more:
Why does it matter?
Historically, managing associations and their labels was a tedious and manual process. This new functionality allows admins to automate some of those processes while increasing data quality and reducing manual work. As companies scale, it is difficult to continue managing associations manually, especially as their usage of associations and labels increases.
5. Deal Insights on Custom Views
What is it?
Deal insights provide a quick overview of Deal information at the top of each of your Deal views.
With this update, when Insights are turned on for a portal, you will now be able to see the Deal Insight section across all of your Deal views on Index pages, instead of only seeing the data on Default Deal views. 🎉
Why does it matter?
Customers have been clear that Deal Insights are super helpful, however, the issue was that they were only available on HubSpot provided Deal default views. This update makes Insights available across all Deal views while still letting individuals hide the Insights section without impacting others who may be using the insight data to aid in their work..
6. Configure Activity Association Defaults
What is it?
Within a new settings UI, admins will be able to configure the default activity association logic for logging certain activities on contacts, companies, deals, tickets, and custom objects records. They will be able to set default logging rules based on where the activity is originally logged (e.g. Contact record), the activity type (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).
Note: Customers will not be able to temporarily configure any email-logging logic in the beta for now. The team is working on making that available as soon as possible.
Why does it matter?
Currently, when a user logs an activity onto a record there is inflexible and nuanced logic that determines how activities are logged to associated records of other object types. The non-configurable logic doesn’t accommodate for different business needs and sometimes causes irrelevant activities to show up on records. This new functionality will give admins flexibility and control over what they want their logging defaults to be, saving reps time spent manually adjusting for the logic that exists today.
7. Configurable send limits
What is it?
Admins can now control the amount of emails users can send through HubSpot in a day.
Why does it matter?
As an admin, you want to make sure your team's emails can be delivered and that your company has a good reputation for sending emails. One way to do this is to set rules in HubSpot that follow best practices. For example, you can limit the number of emails that can be sent each day. HubSpot has default daily limits based on email provider limits to protect your integration. However, sending too many emails can make it hard to ensure that the content is high quality. By lowering your daily send limit, your sales team will have more time to personalise emails and focus on the most important leads.
8. Migrate from the legacy Shopify app to the new Shopify app powered by Data Sync
What is it?
If you're using the legacy Shopify app, you can now migrate to the new and improved Shopify app powered by Data Sync with enhanced data model and syncing capabilities using the in-app migration wizard. The migration wizard walks you through uninstalling the legacy Shopify app, installing the new Shopify app, and optionally migrating any deal-based workflows to order- or cart-based workflows.
To learn more about the new Shopify app, differences between the two apps, and the steps involved in the migration wizard, follow the detailed instructions in this knowledge base article.
Why does it matter?
The legacy Shopify app syncs orders and checkout data into HubSpot’s deals object, which made it hard to build reports and effective marketing campaigns. Additionally, when a syncing error occurred, it was hard to tell what happened and how to fix it.
Now, the new Shopify app powered by Data Sync, has order and cart objects which make it simpler to represent e-commerce data within HubSpot. The app also offers two-way syncing for contacts and products, so you can be sure both Shopify and HubSpot have the most updated information. Additionally, you can get insight into syncing errors and utilise sync settings, to ensure syncing is working as required.
No functionality of the legacy Shopify app has changed. If you are a current user, you will not experience any disruptions alongside the migration wizard rollout. You may choose to continue using the legacy Shopify app.
9. 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.
10. 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.
11. Refine custom events by number of times it was completed
What is it?
Now, you can refine your segment even more by specifying how many times an event had to be completed for a contact to join a list or enroll in a workflow of your choice.
Why does it matter?
Custom events allow you to define and track events unique to your business. Previously, you could only create lists and workflows with contacts who completed any custom event, without the ability to specify how many times they had to complete the event.
12. Add data to users with custom user properties
What is it?
As part of our goal to build a solution where Users are fully functioning CRM objects, we are introducing the ability for customers to add custom properties to users.
Why does it matter?
We know that CRM Admins often want to improve their usage of HubSpot and map their unique business processes into our tools. With users now extended across HubSpot tools, CRM admins can map custom employee data onto users, which can then be used to power reporting, automation, and more.
13. Multi-touch attribution reports now available in Collections
What is it?
Multi-touch attribution reports provide a unique set of insights by giving credit to each touchpoint that led to revenue. The multi-touch attribution report builders enable a range of filters, dimensions, models, and ways to visualize what is driving revenue. However, without additional context or set up, it can be hard to make sense of the models on a report.
By adding these reports to the new Marketing Collections experience, multi-touch attribution reporting now has all of the lightweight editing, contextualized definitions, and improved filtering to make these reports easier to understand and use. And like the other reports in Marketing Collections, you can also save these reports to a dashboard so that you can add it alongside any custom reports you and your team have created.
Why does it matter?
The latest reporting beta, Marketing Collections, provides a curated space that combines all of your key, out of the box metrics into one space to make it easier to understand what is and what isn't working. For Enterprise customers, HubSpot now provides a set of multi-touch attribution reports to make it even easier to understand how your marketing efforts are driving revenue.
14. Apply Taxes on Line Items
What is it?
Users will now have the ability to create, organize, and apply tax rates on individual line items across all tools such as Quotes, Deals, Payment links, Invoices, and Subscriptions.
Why does it matter?
Customers may require tax to be a part of the product or service they offer. Tax can now be added during line item creation across all tools which allows users to associate tax to a specific line item.
15. AI generated workflow Triggers
What is it?
With AI Assistant for triggers in workflows, we're making it easier than ever to start saving time and increasing your impact through automation.
Why does it matter?
Creating workflows can be time consuming. With AI Assistant for workflow triggers, we bring even more time-savings and efficiency to automation, allowing front office teams to automate and streamline processes in a couple of clicks while maintaining full control over the outcome. AI Assistant also decreases the learning curve and helps you build those automated processes that you have considered, but need a little help to get started.
Example trigger prompts AI assistant can use to help you quickly build workflow triggers:
- When leads submit the "Demo" form
- A new deal is created
- Someone becomes a customer and their owner is "Megan"
16. Report on internal meeting attendees and more with Custom Report Builder
What is it?
Meetings is now 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 can now 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.
17. Workflows Health Tab
What is it?
All workflows users will now see a summary of the number of workflows with potential issues and the number of unused workflows in their account.
Why does it matter?
With most workflow customers having dozens of active workflows, users need a quick way to see potential health risks across all of their workflows.
The Workflows Health Tab sits next to the Manage and Analyze tabs. Use it to quickly uncover potential health risks across your workflows, including:
- Similar workflows — a list of workflows that may be redundant or in conflict with other workflows (Enterprise Hubs only)
- Workflows with issues — a summary and graph of the number of workflows with any issues over time
- Unused workflows report — a summary and graph of the number of unused workflows over time
18. Data Quality Weekly Digest
What is it?
Introducing the Data Quality Digest, a weekly notification that provides users a summary of their account's data health. The digest highlights changes in issue volume, tracks ongoing maintenance needs, and empowers users to proactively identify and resolve data inconsistencies before downstream impacts occur. The digest will include recent changes and/or updates in the data health of a portal including, but not limited to, Duplicates, Formatting Suggestions, and Properties.
The Data Quality Digest is available via Email, Slack, and Bell Notifications.
Why does it matter?
The Data Quality Digest transforms passive data quality interactions into active engagement by meeting customers where they are and delivering integrated insights that reinforce the value of HubSpot's robust data quality ecosystem. The Data Quality Digest solves a critical problem - detecting data issues proactively before downstream harm. Companies currently struggle to maintain accurate, up-to-date data without time-consuming manual checks. This new weekly notification highlights changes in data health, enabling prevention of data problems before they create damage.
19. 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!
20. Module Placeholder for Programmable Email
Why does it matter?
The new Programmable Email Placeholder Module will help hide any unresolved code in an email template while in the Marketing Email Editor, and will update as soon as the Marketing Email is previewed as a particular contact record, and upon send.
21. Lead Scoring
What is it?
Lead Scoring empowers you to build scores in order to easily identify and prioritize your most promising leads, at scale. It offers a flexible and powerful scoring solution to understand which leads are worth focusing on by your Marketing and Sales teams:
- A score builder that offers all the flexibility you need to build the right score for your business, based on your leads' behavior, campaign interactions and demographic data.
- Ability to create both engagement scores that measure the contact's level of engagement, based on their behavior and interactions, as well as fit scores that measure how well aligned a contact is with your ideal customer, based on their demographic or firmographic criteria
- Score reporting that provides insights into the key factors contributing to a specific score and how a contact's score evolved over time (soon)
Why does it matter?
Easily qualifying and prioritizing the right leads has never been more important for marketing teams. More than ever, companies struggle to convert visitors into leads and leads into customers:. Marketers report declining lead conversion rates and diminishing lead quality. Salespeople experience prolonged sales cycles and pursue deals that aren't the right fit, leading to wasted time and resources. This is why knowing which leads to pursue and why is so important today and an effective lead scoring solution is an answer to that.
22. Automation Public API v4
What is it?
We are excited to announce the limited public beta of our new Automation Public API v4, designed to empower developers with comprehensive control over their workflows.
Our new API enables developers to get access to the full representation of any workflow (including all object-based workflows such as company-, deal-, ticket-based and more). The API will also have support for batch fetches and batch updates/creates/deletes.
Note that the limited public beta will not represent full functionality and all endpoints that will be available in GA. We are aiming to have multiple beta releases.
Why does it matter?
The new Automation Public API will increase coverage for the types of workflows supported while also making it easier to do the following:
- Copying any type of workflow from one portal to another (Note that asset references in workflows themselves will fail.)
- Partners managing the flows they provide to their client portals
- Customers with in-house developers creating and managing workflows at scale
- Programmatically understanding all of the workflows within a portal
23. Dnd Areas in Custom Email Template Beta Adjustments
What is it?
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.
Why does it matter?
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.
24. New calendar date and date property trigger settings for workflows
What is it?
New calendar date and date property workflow trigger options are now available for all workflow customers in all types of workflows.
Under the "Based on a schedule" trigger option, there's a new option to run a workflow "once", which can either be on a specific calendar date (e.g. June 28th, 2024), or relative to a date property value on any record (e.g. 7 days before a deal's "close date").
Additionally, all workflows users will now have the ability to schedule annually recurring workflows. Scheduled recurring workflows that run daily, weekly or monthly remain exclusive to Operations Hub Professional.
Why does it matter?
Fixed date and date property value triggers can be used to schedule automation for one off occurrences.
Fixed date workflows can be used to help manage automation ahead of a predetermined date. For example:
- Triggering a workflow on a specific date to send email reminders every few days to generate excitement or promote attendance ahead of an event
- Use a workflow to reach out via email to customers exactly 3 months after their first purchase to check in, and see how things are going
"Annual" date and date property value triggers can be used for recurring processes, ensuring no time sensitive tasks fall through the cracks year over year:
- Send an email to your customers every year on their birthday
- Send an email to your employees every May 1st to remind them of seasonal business hour changes
- Create a new deal exactly 60 days before an anticipated yearly contract renewal.
25.
Quick Replies Outside Chat Window
What is it?
Prior to this feature, quick reply options for bots were only shown once the chat widget was launched, which led to friction and a weak call-to-action. This feature addresses feedback by enabling customers to surface the quick reply options outside of the chat window. We expect this feature to increase engagement with chat widgets that utilize quick replies.
26. Ticket Lists
What is it?
You can now create lists of tickets!
Why does it matter?
Now, you can easily find your most important tickets by using any property or event data from the Tickets object or its Associated Objects. Once you create a list of tickets, you can use that list across various tools like workflows, reporting, and saved views.
27. Order and Cart Lists
What is it?
You can now create lists using the Orders and Cart object!
Why does it matter?
Now, you can easily find your most important orders by using any property or event data from the Orders or Cart object or its Associated Objects. Once you create a list, you can easily reference that segment across various tools like workflows, reporting, and saved views.
28. Sample reports in Journey Analytics
What is it?
Sample reports offers you a new starting point when building reports with HubSpot's Journey Analytics.
Not only will you be provided already built reports based on the questions you are trying to answer, but you will also be able to see how these reports are set up, so that you can further customise the report to reflect your business needs.
Why does it matter?
Before sample reports, you had to create every aspect of your journey report from scratch. This included selecting each event per step, each step per stage, which filters you wanted to use, and which properties you wanted to break down - it could be really time-consuming to get the full value from Journey Analytics.
Now with sample reports, you'll be able to sort through common questions other customers use Journey Analytics to answer. Every single aspect of the report will be pre-configured for you so that you can not only run the report and have an answer, but you'll also be able to make further tweaks to the sample report to ensure it reflects how your business operates.
This new addition to Journey Analytics will not only make it easier to get started, but these sample reports also serve as a template to show you how you can create your own reports and fully maximise the value of this app.
29. Files AI Data Extraction
What is it?
Assets stored in the Files tool are used in emails, social media, content marketing, sales, etc. The actual contents of each file have not been available until now, and they are valuable data.
The goal of this initiative is to scan public files for descriptions and tags that describe the contents of the file and, in some cases, provide excerpts or transcripts. We can then expose the data to other parts of HubSpot to supercharge content creation and management. This will essentially enable the contents of a file to be translated into a readable and searchable database for several tools to leverage within a portal.
30. Mobile Prospecting Workspace - MVP
What is it?
We are bringing the prospecting workspace to the HubSpot mobile app to help users prospect and qualify leads from anywhere. This first MVP version of the mobile prospecting workspace 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, and
- 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 utilize HubSpot’s mobile app to manage leads.
The new mobile prospecting workspace enables a standardized approach to prospecting, aligning the desktop and mobile experience, enabling continuity between channels and streamlining the process to become more effective at qualifying leads.
31. Abandoned Cart Email Module (Shopify Data Sync)
What is it?
HubSpot's new Shopify Data Sync integration has improved syncing capability of abandoned cart data into HubSpot. The integration ensures that contact details for customers who have abandoned their Shopify carts are synced accurately to HubSpot, alongside a new associated Cart object that can now be easily pulled into your Marketing Emails.
Why does it matter?
The new abandoned cart module in Marketing Email supports HubSpot's new Shopify Data Sync integration, helping users automatically send personalised email reminders to customers who leave items in their carts, increasing the likelihood of completing the purchase.
32. 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.
33. Two Way Invoice Sync for Quickbooks Online
What is it?
Two-way Invoice Sync for Quickbooks allows users of the HubSpot Quickbooks Online (QBO) Integration to sync invoices from HubSpot → Quickbooks and Quickbooks → HubSpot. In addition to syncing invoices, payments applied to invoices will also be synced, whether the payments are created in HubSpot or in Quickbooks. Users can control which direction they want to sync invoices, and use filters to control which invoices are included in sync. You can find our beta documentation here, which includes demo videos.
Two-way invoice sync to QBO is the #1 feature request among Commerce Hub users.
This update does not affect users' ability to sync invoices from Quickbooks into HubSpot. It adds the ability to either (1) sync invoices from HubSpot → Quickbooks, or (2) sync invoices two-way between HubSpot and Quickbooks.
Why does it matter?
Until now, HubSpot’s QBO integration only supported one-way syncing of invoices from Quickbooks → HubSpot. With this new functionality, users of the integration can use invoice sync to send invoices both from Quickbooks → HubSpot, and HubSpot → Quickbooks.
This update is critically important for Commerce Hub users who are looking to reflect invoices and payments created in HubSpot in their accounting system for financial reconciliation and reporting.
