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Welcome to our HubSpot Product Spotlight for March. 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. AI Assistant for Engagement, Website Visit, and Lead Generation Ads
What is it?
HubSpot users can now use AI Assistant in Ads to generate ad copy from scratch using simple prompts for engagement, website visit, and lead generation ads.
For more information, please check out HubSpot's knowledge base doc here.
Why does it matter?
Content creation is not only time-consuming, but harder than ever - and is paired with consistently higher bars for what customers will interact with.
At HubSpot, we want to empower our customers by making quality ad creation quick and easy. We want to help you create ad campaigns that have a higher chance of performing well and free up more time for you to focus on managing and optimising your ad campaigns.
You can now use the AI assistant in Ads which will enable you to generate ad copy from simple prompts. You can also rewrite, expand, and shorten generated copy to give you more control over the AI-generated text.
2. Stripe Payment Processing: Local Payment Method Support: SEPA
What is it?
A SEPA – or Single Euro Payments Area – bank transfer lets customers send and receive cross-border payments in euros
Why does it matter?
Currently, International customers using Stripe payment processing can only process payments through Credit Cards. With this launch, customers in the Eurozone can use local bank transfers through SEPA in addition to Euro Credit Cards. With SEPA, customers can reduce their payment processing costs significantly and can offer their buyers the most preferred way of making payments.
3. DocuSign Middle Panel Enhancements
What is it?
The new DocuSign middle panel card will now allow you to manage your DocuSign envelopes and documents more easily. You can:
- Review and manage the status of your DocuSign envelopes directly from the contact, companies or deal record screen.
- Manage associations, attach or create new DocuSign envelopes.
- View envelope history and detail, like recipient status, senders and dates.
- Attach new DocuSign envelopes from templates and launch the envelope editor screen.
Why does it matter?
Previously, integrating DocuSign with HubSpot posed challenges in streamlining workflows and seamlessly sending quotes, invoices, or other documents to prospects without disrupting the context.
However, with the recent enhancement to HubSpot's DocuSign integration, those obstacles are now overcome. You can effortlessly send documents to your prospects while maintaining seamless context within your workflow.
4. Ticket Merging in Help Desk
What is it?
Users can now merge tickets in help desk. Help desk is all about empowering support teams to stay efficient and focused, with all the tools they need right in the same central workspace. Support reps no longer need to go back out to the CRM to merge duplicate tickets because we've brought that same functionality into help desk, with one big improvement: the ability to switch the primary ticket on the fly.
Why does it matter?
Support reps need to merge tickets for a number of reasons. Often, a customer will reach out multiple times about the same issue. In other cases, reps want to consolidate related issues into the same central support ticket.
What's clear is that across the board, ticket merging is table-stakes functionality for any help desk tool. It is a key ticket action that allows reps to manage duplicates, keep track of their tickets, and maintain an organised workspace free of noise and clutter.
5. Default Comments on Invoices
What is it?
Users have the option to add a default comment that appears on every new invoice created.
Why does it matter?
When a merchant wants to include the same message on every invoice they send out (for example, "Make checks out to..." payment instructions).
6. Create Notes from Preview Sidebars
What is it?
You can now create notes from the preview sidebar on multiple pages outside of the record including index, board, lists, and deal forecasting.
Why does it matter?
Instead of opening multiple tabs with individual records, you can create a note from the preview sidebar within the context of your work. This keeps you working efficiently and effectively out of one place.
7. You Can Now Compare Up to 10 Campaigns
What is it?
You can now compare performance data for up to 10 campaigns to see which ones drive the most engagement. This functionality has recently been limited to a maximum of 5 campaigns.
Performance data includes:
- Insights into default campaign properties
- Campaign metrics from your 'performance' tab including sessions, contacts, revenue, deals and asset metrics
To allow you to extract the insights from this tool, we will also add an 'Export' functionality to the page in the upcoming weeks.
8. Assigned Teams for Tickets
What is it?
Customer support leaders and reps using tickets can more effectively manage their team’s unassigned tickets with the new Assigned Teams ticket property. Tickets that are automatically assigned to Specific users and teams, but aren't successfully assigned to a user, will have the target teams added to the new Assigned Teams ticket property. Additionally, the target teams will receive a notification for the unassigned ticket.
Why does it matter?
Previously, tickets that were routed to a team but unresolved to a user weren't easy to find, risking long response times for customers.
9. Relocation of Security Activity History Page
What is it?
Security activity data is available through your account's centralised audit log.
The current link to view "Security Activity History" from within the "Security" section of the settings side panel will be removed to streamline accessing this information directly from the centralised audit log feature.
Why does it matter?
Admins are often the point of contact for their account users when things go wrong in their portals, and for their companies when required to provide data for security and compliance audits. The "Security Activity" data within the audit log easily gives customers with super admin permission access to this information when needed.
10. Support for Google Consent Mode V2
What is it?
HubSpot's Google Tag Manager and Google Analytics integrations now support Google's new Consent Mode when using the HubSpot cookie banner.
As of the March 2024 policy update set by Google, business advertising to EEA/EU/UK visitors must use a strong framework to collect and communicate end-users' consent choices with Consent Mode. Otherwise, websites could experience measurement loss of Google Ad campaigns.
To keep using measurement, ad personalisation, and re-marketing features, you must collect consent for use of personal data from end users based in the regions above and share consent signals with Google. The requirements also apply if you are using Google Analytics data with a Google service.
Why does it matter?
Google Consent Mode allows you to adjust how your Google tags behave based on the consent status of your website visitors. When the visitor consents, Google will observe data as normal.
Google Consent Mode operates in two states:
1. With Consent: When consent is given by a website visitor, Google's tags will behave normally.
2. Without Consent: When the visitor does not consent, the Google tag will adjust its behaviour based on the implementation of either basic or advanced consent mode.
When you setup Consent Mode, you'll be able to communicate user consent required on Google's advertising platforms, while respecting user choices and meeting Google's EU User Consent Policy.
11. CRM Email Permissions
What is it?
A new permission is being added which can limit the ability for users to view logged emails and emails from connected inboxes. CRM emails are assigned to the primary sender or receiver of the email. The permission levels can then be set to owned, team, or all.
- Owned means only emails assigned to that user can be viewed.
- Team means only emails assigned to that user or to users on teams they are a part of.
- All means they can see all logged emails.
This does not impact marketing emails sent to contacts.
Why does it matter?
Today when an email is sent or received from a contact from a connected inbox or logged manually, any HubSpot user with access to that contact (in that account) can see the email. This is an issue for many customers who have different employees exchanging a variety of information with contacts in their CRM, some of which shouldn't be viewed by all users in the account. A new permission is being introduced to limit access to logged emails in HubSpot.
12. Implied Opens for Sales and Service Emails
What is it?
If a sent email receives a click or reply, it implies the email was opened.
Why does it matter?
Some email clients have configurations that prevent HubSpot's open tracking pixel from loading. If a recipient in this situation opens your email, there is no way for HubSpot to know. However, if the recipient clicks a link in the email or replies to it, then we can infer they opened the email.
Previously, this led to a confusing experience when reviewing data in the CRM, as you could see an email that had 0 opens but 1 click, and maybe an ongoing email thread. This issue was compounded in reporting as genuine opens were not being captured.
13. Improved Conversation View in Inbox and Help Desk
What is it?
In an ongoing effort to revamp the conversation experience for better readability, we updated the message header for conversations in the Inbox and Help Desk. Our goal with updating the message header is to optimise the vertical space in the thread and add a clearer distinction between sender and recipient at a glance.
As a result of these changes, we've added some usability and accessibility updates to promote a better viewing and messaging experience in the Inbox and Help Desk.
Why does it matter?
In an ongoing effort to revamp the conversation experience for better readability, we updated the message header for conversations in the Inbox and Help Desk. Our goal with updating the message header is to optimise the vertical space in the thread and add a clearer distinction between sender and recipient at a glance.
As a result of these changes, we've added some usability and accessibility updates to promote a better viewing and messaging experience in the Inbox and Help Desk.
14. New Detail Properties on all Records
What is it?
We recently introduced a new “record source” property highlighting how a record was created. This release is introducing new “detail” properties enabling you to further filter records on a more granular level and see additional context.
Why does it matter?
Historically it’s been hard to pinpoint the actual source of a record. Users have been forced to use the original source properties as a proxy but since this system was intended for traffic analytics, the source is often the unhelpful bucket of “offline sources.” As a result, users are often missing key context about a record and have a hard time with what should be simple tasks like getting a list of all deals created by a a specific workflow.
15. New Data Requests Tab
What is it?
Contacts can request that a business delete their personal data, or request a copy of their data stored by a business. A new Data Requests tab in HubSpot displays incoming data deletion or data access (data download) requests from contacts, to help you track and manage these requests in your account.
Why does it matter?
The Data Requests tab helps to follow data privacy laws, which typically require businesses to address data deletion and data access (data download) requests within 30 days. A centralised place to manage and view requests helps reduce legal risk, follow data privacy best practices, and allows businesses to respond to contacts’ requests quickly.
16. A Refreshed Look for Marketing Calendar
What is it?
The Marketing Calendar has introduced some new improvements to make it easier to see at a glance what is scheduled and published on any day or week.
We've added some more colour and helped reduce the amount of scrolling needed to uncover the most relevant information marketers want to see.
Why does it matter?
The Marketing Calendar enables marketing teams to stay aligned on the messaging going out, the channels being used (or over used), and generally helps keep on top of what the whole team is working on.
Up to now, the Calendar has done a poor job of supporting scaling teams. As more marketing assets appear on the Calendar, it becomes harder to get a quick high-level overview of the scheduled and published work for a particular day/week.
When viewing the Week view of the Calendar for example, our users first see all the ongoing Campaigns at the top. This means they need to first scroll past all these Campaigns to see the actual work that is coming up for that particular day.
BEFORE:
This creates a sense of information overload and makes the tool overwhelming to use. Every event looks the same and finding the details you need becomes a painful task.
In the refreshed calendar Day and Week view, All-Day events now sit in a separate section at the top of the page.
This means marketers can now quickly see what is coming up without needing to first scroll through all the ongoing Campaigns.
AFTER:
17. List Notifications
What is it?
We're introducing List Notifications to help Enterprise customers be aware of critical list changes as they happen. Now, get notified when:
- A list is edited or deleted
- A list size changes significantly* (powered by HubSpot AI)
- A list reaches a specific size
Why does it matter?
All lists are not created equal. As your company scales, you need to control and understand the significant events that lead to changes in your most important lists.
- Are you hosting an event with limited capacity? You can now receive a notification when your list reaches that capacity.
- Do you have a list of your most important customers? You can now receive a notification, powered by HubSpot AI, when your list suddenly drops or increases. This can help you quickly understand the impact of a campaign or any recent communications.
18. Marking Form Submissions with HTML Tags in Contact Name Properties as Spam
What is it?
We are excited to announce an update to the Spam Submissions tool under Forms.
Form Submissions that contain HTML tags in the first name or last name contact property will be considered spam and isolated under the Spam submissions tool in Forms.
Why does it matter?
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 and they are susceptible to be leveraged by bad actors to launch phishing attacks or send spam data.
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.
In HubSpot's continued efforts to enhance data quality of the form submissions, they have enhanced the spam prevention capabilities to identify HTML tags being included in the first name, last name contact property fields. On various occasions, they have seen their customers being targeted with attempts to inject malicious scripts via these form fields.
With this change, any incoming form submission that contains HTML tags in either the first name contact property or the last name contact property will be considered spam and will be isolated under the spam submissions tool.
19. Follow and Unfollow Tickets in Help Desk
What is it?
You can now follow (or unfollow) tickets directly from help desk in order to receive notifications when there is new activity on the ticket!
Why does it matter?
While this functionality was already available from the ticket record page, you couldn't follow or unfollow tickets directly from help desk. Having this functionality directly available in help desk will help support agents save time while ensuring they can easily stay up-to-date on important ticket changes.
20. Deal Stage Calculated Properties
What is it?
Professional or Enterprise customers will now have access to four (4) new HubSpot-defined deal properties, to track the progression of a deal as it moves through a sales pipeline:
- Date entered {stage id}
- Date exited {stage id}
- Latest time in {stage id}
- Cumulative time in {stage id}
Rollout will begin in early March and eligible customers will receive access on a rolling basis.
Why does it matter?
With access to these properties, you can easily identify bottlenecks in your sales process. For example, you can assess a deal pipeline's velocity by looking at the average "latest time" and "cumulative time" of each deal stage.
21. New and Recent App Updates: App Marketplace Highlights
What is it?
Explore 57 new apps in HubSpot’s App Marketplace, such as the Teamwork.com Workflows app, simplifying project automation and client management. Plus, discover updates to more than 30 apps, with new added features that include:
- Microsoft Teams allows you to take quick actions from notifications, by responding to important updates directly in Microsoft Teams, which helps save time.
- PandaDoc | eSignatures & More now offers improved bi-directional sync with HubSpot, facilitating seamless data flow, custom workflows, and enhanced reliability, ultimately saving users time and minimising errors.
- Salesforce and HubSpot now sync bidirectionally custom object data, making it easier to manage and keep data consistent between the two platforms.
- DocuSign lets you now customise fields, improve design, and ensure stability, making it simpler to manage envelopes from contact records.
- OrgChartHub improves AI org chart creation with new features like Buying Group Blueprint and Smart Suggestions, saving time for sales teams and boosting SalesHub's value.
- Surfe now offers all features to all HubSpot users and phone enrichment support from Aircall.
- Skyvia now ensures improved reliability and automatically refreshes tokens, reducing errors and eliminating manual token management for users.
- Gong’s update integrates interactions into HubSpot, enriches call data with AI insights, and enhances HubSpot sync, improving customer experience with bi-directional functionality and enriched CRM data.
- Livestorm’s new features include improved technical performance and security, and AI-friendly documentation for easier use, aiming to enhance user experience and drive growth.
- Associ8 introduces new label peeler and un-associate features, making data management easier by automatically handling cluttered labels and un-associating records.
- Salesmsg now allows HubSpot users to send Ringless Voicemail messages from workflows, offering a new way to engage audiences with personalised audio messages.
- Qwilr introduces deal automation features, enabling users to automate tasks and assign them to HubSpot templates.
- Lucky Orange added four new CRM cards displaying recent heatmaps, session recordings, surveys, and chat logs for users, with iframe functionality for direct access from HubSpot.
- Microsoft Dynamics 365 now can easily enrol in sequences or book meetings in Dynamics 365, without switching between platforms.
- G2 introduces new features, like account filtering, product categorisation, and faster data syncing, alongside completed technical reviews and updated documentation.
- NetSuite now allows users to categorise marketing leads and manage sequences or meetings directly from NetSuite, streamlining CRM and prospecting tasks without switching platforms.
- Aloware now gives users control over data syncing between Aloware and HubSpot, enhancing accuracy and efficiency.
- Planhat introduces bidirectional syncing, letting users customise how data is filtered and managed. You can add contacts from different places, enhance HubSpot fields with Planhat insights, and automate upselling based on product usage.
- Portant | Google Docs & eSign now integrates with HubSpot workflows, allowing users to create documents and request signatures directly, saving time and simplifying paperwork tasks.
- Trumpet streamlines sales efforts within HubSpot by enabling calendar sharing, personalising Pods with CRM data, tracking buyer activity, and facilitating quick proposal creation, providing instant buyer insights.
- Appcues offers a simplified 3-step integration with HubSpot, improving sync speed and enabling targeting based on company data.
- Demio's updates include cleaning up scopes and vulnerabilities, updating plan pricing, and adding features like event registration via HubSpot workflows and CRM card for event management.
- SimpleEvents.io now provides QR code capabilities for event attendees within HubSpot, making it the only event app with this feature.
- June improves sync interface, customisable frequency, detailed tracking, and clear error messages, making it a top choice for product analytics.
- Kiflo PRM streamlines collaboration between software companies and agencies, offering customisable portals for shared resources, optimising partner programs.
- Pendo offers a bi-directional sync with HubSpot, enabling enhanced customer engagement and retention through integrated insights.
- CloneNer now automatically clones deals based on customer rules, with a new user interface and improved performance, simplifying data management and eliminating manual setup.
- impact.com Affiliate & Creator added a new CRM card that shows referral partner details from impact.com, helping joint customers streamline referral processes and improve sales team efficiency.
- Sequential allows you to assign easy-to-remember sequential numbers, replacing record IDs, which helps manufacturing and product-based businesses.
- Chatsimple AI Copilot now captures user questions in HubSpot, giving clients better insights into lead acquisition and providing detailed conversation context for lead generation.
- Task Assistant now offers filtering options, making it easier for admins to automate tasks, especially those created through workflows or sequences, and simplifying task management.
Why does it matter?
HubSpot’s App Marketplace offers over 1,500 apps, continuously expanding with new additions and enhancements. Leveraging these updated and new apps enables customers to enhance their growth journey with HubSpot.
22. Invalid Enum Remapping In Import Now Support Multi-Checkbox Properties
What is it?
Last year, we launched invalid enum remapping -- allowing users to remap incorrectly entered dropdown select enumeration options in their import files to the correct options in HubSpot. Now, we're expanding this functionality to also support multi-checkbox properties.
Why does it matter?
Remapping has had a huge impact on the prevalence of invalid enumeration option error in import. Upon launch, the error was reduced nearly in half, and we're still seeing that weekly occurrences of the error post-import are much lower than prior to launch.
Expanding this functionality to multi-checkbox properties increases the impact this feature has for our customers, bringing us closer to a world with zero invalid enumeration option errors in import.
23. Pre-Enrolment Invoices
What is it?
Previously, users could not create invoices without first enrolling in Commerce Hub and enabling HubSpot payments.
We are removing that requirement, so users can now finalise, send, and manually record payments on invoices without being enrolled.
This way, users can start using invoices and getting value sooner. They can choose to set up Payments later in order to speed up with payments collection process.
Why does it matter?
Merchants can use HubSpot for their invoicing needs, and get all their revenue data into HubSpot, prior to being ready to use HubSpot for collecting payments.
24. Deal Enhancements on iOS & Android
What is it?
HubSpot are making it even easier to manage deals on the fly. Users can now:
- View colour-coded deal tags on the deals board
- Receive push notifications on deals assigned and deal stage changes
- Get visibility of the active sort properties your board/list has been sorted by across deals, contacts, companies and tickets
Why does it matter?
Salespeople can use the HubSpot mobile app to stay updated on their deals. The more deals they have, the harder it becomes to keep track of everything.
Deal tags help salespeople quickly find different deals. The colour-coded tags make it easy to see which deals need attention, so salespeople can spend less time searching through the list.
Deal notifications about deal assignments or deal stage changes used to only be sent by email or on the desktop version of HubSpot. As salespeople are often on the go, they might miss these important notifications. The HubSpot mobile app now sends push notifications so salespeople can stay up-to-date even when they're not at their desks.
Sort properties had a big limitation: the sorted information didn't show the relevant details for each item. For example, if you sorted deals by stage or amount, you'd see the deals in the correct order, but you wouldn't see the stage or amount for each deal. Now, sorting is visible for most properties, so salespeople can easily see the information they need to prioritise their work.
25. Subscription Timeline Card
What is it?
Commerce Hub customers can now see more detail about the timeline of each subscription. Customers can clearly understand what has been paid and what will be paid in the future.
Why does it matter?
Commerce Hub customers use Subscriptions to mange their recurring billing and payments. Subscriptions can have a fixed number of billing periods or can auto-renew until cancelled. When a business is using subscriptions to manage their recurring billing, it's important for the entire front office to have a clear understanding of each subscription and when it will bill next.
26. Read-Only Public API for Commerce Hub Invoices, Subscriptions, and Payments
What is it?
A new read-only public API is now available for the core Commerce Hub objects: Invoices, Subscriptions, and Payments.
Why does it matter?
You can now utilise the HubSpot API to build custom apps and integrations that leverage Commerce Hub data. Previously, no public API support was available.
Now, a read-only API is available to programmatically query and retrieve Commerce Hub data from Invoices, Subscriptions, and Payments. With this new API support, you can query for a client's open invoices to display in another application, or retrieve a client's payment history so that data can be synced to an external system.
27. New Journey Analytics Limits
What is it?
Exciting news: We are raising the limits for numerous Journey Analytics features! Here's what we're rolling out to Enterprise customers in the coming week:
- The available date range for analysing a Journey report is expanding from three years to five years
- The step limit per stage (a key component for breakdowns and branching) is expanding from three steps per stage to five steps per stage
- You will be able to apply multiple report-wide property filters to a Journey report; you could previously only use one property or list membership to filter out contacts or deals from the journey report
- You will be able to apply multiple stage-level property filters to a Journey report; you could previously only use one stage-level event property filter to a stage
Why does it matter?
We are raising the limits for many existing Journey Analytics features to allow for richer, more complex analysis:
- A wider date range means you can compare more journeys over longer periods of times or include older touchpoints in the journey. This is useful for B2B organisations and non-profits, who tend to have longer buying cycles.
- More steps per stage means you can see more unique paths that contacts take from any given point in the journey.
- Multiple report-wide property filters allows you to use multiple object properties to hone in on the audience you care about analysing. For example, you could set one filter to Original source to only include Paid Search and Organic Search, and another to a Lead Status to hone in on leads who came through search.
- Multiple stage-level filters provides more specificity about the type of touchpoint you want to include or exclude from the analysis. For example, you can filter form submissions to only look at certain forms (form ID) that exist on very specific pages (page title) or only include certain emails (email ID) that were associated with a set of campaigns (campaign ID). The possibilities are (almost) endless!
28. Redesigned Product Updates UI
What is it?
Customers can now view product updates that are in development, in a public or private beta, coming soon, sunsetted, or live. The redesign not only surfaces additional information about HubSpot's latest product updates, it also makes it easier to find the updates you're looking for. You can search for exact records, or filter by type, apps, products, or date.
Why does it matter?
Customers are having difficulty keeping up with our releases. They're struggling to find the most relevant updates, unable to adopt an effective change management process, and are stuck chasing roadmap information through multiple channels. We believe we can better support our admins by distinguishing different types of updates and giving them the right amount of time and information needed to take action within their accounts.
29. You Can Now add 'external website pages' to your Campaigns
What is it?
You can now add your first 'external' (non-HubSpot) asset type with a Campaign: external website pages.
An external website page refers to any site not hosted on HubSpot.
This new feature allows you to take your campaigns to the next level by adding both HubSpot and non-HubSpot assets.
30. Auto-Mapping Now Available in the HubSpot App for Zoom Meetings
What is it?
Auto-mapping now available in the HubSpot App for Zoom Meetings!
This feature will allow you to have all meeting participants mapped automatically when the relevant contact record is available in HubSpot.
We use meeting participants' first and last names to match them to your contact records in HubSpot.
We also look at previous matches from recurring meetings to ensure accuracy.
If we cannot accurately match, we will let you know so that you can select or create the correct contact record for mapping.
Why does it matter?
Previously, the meeting host would need to manually map each meeting participant to the relevant contact record in HubSpot to make sure all notes and activities during a meeting are synced to the correct records in HubSpot - this can take a lot of time and effort, which takes away from quality engagement during your meeting.
Now, we have automated this process, so the host can stay fully engaged in their meeting, and be assured that all the notes and activities are accurately synced to the correct records in HubSpot.
31. More Granular Click Tracking with the Event Visualiser
What is it?
By default, the Event visualiser currently tracks a click wherever that selector is found on a sites where you have your HubSpot tracking script. Now, you have even more control of where your click tracking occurs with options to track a click on a specific page, website, or all domains where that selector is found.
Why does it matter?
Track only your desired behaviour with even more granular control of where a click is being tracked.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Design Update to Booking Meetings on Behalf of Other Users in the CRM
What is it?
Feedback from users told us how difficult it is to see all of your meeting rotations or all of your users when booking meetings on behalf of others in the CRM. We have made some design updates to the experience that will make booking meetings for others more efficient. You will now be able to see all of your users and all of your meeting rotations by scrolling and using the "see more" option. You can also always search for the specific person or meeting rotation that you are looking for.
Booking for the same users or meeting rotations all the time?
We will now sort your most recently booked options to the top of the drop-down, making it more efficient to get the meeting booked!
Why does it matter?
When booking meetings for others through a CRM record, you can now easily find and browse all of your users and all of your meeting rotations without needing to use the search function. For users that are frequently booking meetings for the same coworkers or using the same meeting rotations, we've made it so that your most recently booked users and rotations are sorted to the top of the list, saving you some time when locating the right person for the meeting.
2. ChatSpot Copilot in HubSpot
What is it?
Since we launched ChatSpot, we have been consistently hearing that customers want to see the functionality in the standalone app integrated into HubSpot. We think it's a great idea and that's what we're delivering in this private beta.
ChatSpot is now accessible in HubSpot in two places:
- The CRM index page for standard objects
- The CRM record page for standard objects
To open ChatSpot, you can click on the logo on the right-hand side of your screen when on either page. You can also access ChatSpot when:
- On a CRM index page for a standard object: Hover over a row and click on the ChatSpot logo
- On a CRM record page for a standard object:
- (All standard records) Click Actions -> Summarise in ChatSpot
- (Company Records) Click Actions -> Show news for this company in ChatSpot
Access ChatSpot by clicking on the logo on the right hand side of the screen
Access ChatSpot when on a CRM index page
Access ChatSpot when viewing a contact record page
Why does it matter?
We want to revolutionise the way your business interacts with your customer data by integrating ChatSpot directly into HubSpot starting with our CRM. This integration is the first step in our journey to give you and your team superpowers by putting an intelligent assistant by your side -- an assistant who knows your business, meets you in the flow of your work, and helps you attract, engage, and delight your customers more efficiently and effectively than ever before.
With this integration, you'll be able to learn about the contacts, companies, deals, and tickets in your CRM so that you can create the context you need to quickly understand an account, write an email, or head into your next meeting well prepared. In the coming months, we'll be extending ChatSpot's capabilities to help you manage and automate complex workflows and more. Stay tuned.
3. New Suggested Activity: Re-Engaged Contacts
What is it?
In the prospecting workspace, sales reps can now see a list of contacts who have re-engaged after being disqualified.
Why does it matter?
It's important for sales reps to be able to respond quickly when leads show interest again. Because even a simple website visit or form submission could mean that they now do have the budget, the time, or interest to move forward and do business with your company.
By surfacing contacts who have re-engaged through suggested activities in the prospecting workspace, we are making it easier for sales reps to get back in touch with those leads and keep track of all interactions in the CRM.
4. New Analytics Tab for User Activity
What is it?
A new analytics tab for contextual, high-level insights on user activity within the Audit Log page of your HubSpot account.
Why does it matter?
The analytics tab sits alongside the audit log and it aims to provide high-level insight into user activity. You can view areas of the account users are working within and what changes are being made.
Please note: the audit log is not comprehensive of all user actions and is not indicative of all user activity. For example, the audit log does not include activities such as 1:1 emails, calls, and notes which are available through Sales reports. If there is information not currently shown that you would find valuable, please use the feedback button at the bottom of the audit log page which comes directly to the team.
5. Social Monitoring AI-Powered Quick Replies
What is it?
Now, when someone mentions your brand, you can respond swiftly and intelligently with just one click. Our system analyses the context of the conversation, ensuring your responses are not only quick but also tailored to the nuances of your social audience.
Why does it matter?
Marketers juggle numerous responsibilities, from keeping an eye on their audience's social media interactions to responding promptly. With a plethora of tasks and challenging discussions unfolding on public channels, our users often find themselves stretched for time. We're here to simplify the process, making it easier for our customers to foster a thriving community. By providing assistance with replies, we empower our users to respond swiftly, fostering quicker connections with their leads and customers on social media.
6. Blog Post Narration
What is it?
Introducing blog post narration for your blog content! This feature converts blog post content into engaging text-to-speech audio through an embedded module. You can also choose from a variety of voices for your audio content.
Why does it matter?
We are making it easier for content creators to repurpose their blog content for users who prefer audio consumption.
7. Data Trends
What is it?
A new chart and table that enable users to see common sources that are creating, delete, updating and merging records.
Why does it matter?
Customers have more data coming from more sources all the time. Currently it’s difficult to identify trends in what’s creating or updating records. As a result, customers are unable to answer core questions about their data like:
- How are most of my deals created?
- What caused so many tickets to get deleted last week?
- Was there a major spike or dip in my usual update/create volume?
8. Generate New Sales Email Templates with the Assistance of AI
What is it?
We are bringing the power of AI Assistant to the Templates tool! Teams can now generate new 1:1 email Templates that can be used across HubSpot in seconds.
Why does it matter?
Writing new sales content is a time consuming task. Now content creators can use AI Assistant to draft sales Templates to use in 1:1 emails and Sequences in seconds.
9. Setting to Automatically Turn Off a Workflow
What is it?
Workflows now have a setting that lets you set a date for your workflow to turn off automatically, bringing more control and peace of mind to your automated processes.
Why does it matter?
Workflows are intended to take manual tasks off your plate. But many automation users find themselves setting up reminders to manually go back into HubSpot on a day in the future to turn off a workflow that should only run for a specific period of time, like during a promotion. Turning unneeded workflows off when they're no longer useful ensures that unwanted updates or communications don't occur. We've now implemented a setting that can do this for you automatically, removing the need for that extra monitoring and manual effort.
10. Moving Chatflows from Inbox to Help Desk
What is it?
Admins can now move an existing live chat or bot chatflow from inbox to help desk. They can also choose to move historical conversations and associated tickets to help desk when moving the chatflow.
Why does it matter?
Current inbox-based service customers require a dependable method to transition their chat flows to the help desk. This entails a simple click-to-transfer feature, allowing for the smooth migration of live chat and bot conversations to the help desk workspace.
11. Consider Working Hours When Booking Meetings Through Scheduling Pages
What is it?
We're adding the ability for users to set their time zone and working hours in HubSpot, which can be taken into account when calculating meeting availability on scheduling pages.
Why does it matter?
Today, when users set their availability on the scheduling page, they need to select a specific time zone. This works well for individual scheduling pages, but it's not ideal for group or round-robin scheduling pages. It can quickly lead to mistakes, which would cause team members who work in a different time zone or have different working hours to get booked outside their preferred time.
To fix this, we're introducing new individual time zones and working hours that can be set for each user. This means you can open up your scheduling page's availability while still making sure that people with set working hours aren't booked outside of those times.
12. AI Blog Generator Will Attempt to Automatically Set Author
What is it?
When you use the "Generate blog post" AI feature for blog, we will now attempt to set a blog author for the post that you create with the tool. Here is how we attempt to determine the author:
- If there is no author in the portal yet, we will create you as a new author (based on your Hubspot user) and set it as the post author
- If there is only one author in the portal, we will use that
- If there is an author in the portal whose email matches the email of the HubSpot user using the tool, we will set that as the author
- Otherwise, we will leave author blank and it can be set as normal in blog
Please note that authors are auto-set from the AI wizard, but the post author can always be changed from blog settings wizard.
Why does it matter?
Before publishing a blog post, several required fields must be filled out. To save you time between creating a blog post via AI blog post generator and publishing a post, we will automatically attempt to set the author for the blog post we create via AI.
13. Multi Object Preview & Test Send Filters
What is it?
Previewing personalised elements such as tokens in a Marketing Email before send is crucial to ensure accuracy and relevance. By verifying recipient details and other personalised object information included in your email, it allows users to catch errors, test how their email looks for the end recipient, and maintain a positive brand image.
Why does it matter?
Marketing Email users can now preview and sent a test email with all CRM object and Custom object personalisation tokens populated in a Marketing Email before publish.
14. Connect WhatsApp to Help Desk
What is it?
WhatsApp is now available as a channel to Help Desk, HubSpot's new ticket management workspace, purpose-built for your support team to provide efficient and empathetic customer service.
Help desk consolidates tickets and conversations in a centralised workspace, allowing your support team to intake, triage, troubleshoot, and resolve customer requests much more efficiently. With ticket automation, omnichannel messaging (now including WhatsApp), a 360-degree customer view powered by the CRM, and a growing list of AI-backed features, help desk has all the tools your team needs to provide world-class service, at scale.
Why does it matter?
Businesses wishing to provide omni-channel support, meeting their customers where and when they choose, can now do so in Help Desk over WhatsApp, a popular instant messaging platform used by ~2 billion people worldwide, hundreds of millions of whom prefer to contact businesses over that channel.
15. Delete Form Submissions
What is it?
We are excited to announce the Private Beta for the ability to delete form submissions.
Users with appropriate permissions can now delete form submissions. By default the super admins for the HubSpot portal will be granted access to delete form submissions. Any user who needs to delete form submissions should reach to their portal admin to get the necessary permissions.
For the private beta, users can select up to 10 form submissions to delete at a time.
On deleting a form submission, all the relevant analytics data such as Submissions count, Conversion rate etc. will be updated.
All the reporting across HubSpot, for example, Customer journey analytics etc. will be updated to reflect the deleted submissions.
Please note that contacts/companies/tickets created via form submissions will not be deleted. Also, any workflows triggered via a form submission will continue to execute even after the form submission has been deleted.
Why does it matter?
As part of building forms, customers make test submissions to evaluate the form and could be receiving submissions from a bad actor who submits forms with bad data. However, there is no support to delete form submissions and in turn, these test submissions impact the form submissions analytics data. Hence, users struggle with reporting or analyzing form submissions accurately within HubSpot.
As a workaround, users have to manually export the form submissions data out of HubSpot to remove the test submissions or other faulty submissions etc.
This creates additional work for users, defeats the purpose of the reporting capabilities that HubSpot offers and ultimately results in disjointed solutions for marketing teams.
16. AI Assistant: Preview Text Generation
What is it?
We are excited to announce the release of the HubSpot AI Preview Text Assistant for Marketing Email. Content creators can now easily generate preview text for their campaign, complimenting the ability to generate a subject line within the Email Editor.
Powered by email insights and best practices from HubSpot, the Preview Text Assistant will read the content of your marketing email and subject line and generate relevant preview text accordingly. You will not need to prompt the tool, instead you can generate preview text on the click of a button.
Why does it matter?
Content Marketers struggle to come up with effective preview text that expands and compliments their subject line, oftentimes missing out on this additional opportunity to grab the recipient’s attention in an overcrowded inbox.
With recent advancements in generative AI, we want to provide customers with the ability to quickly generate preview text for their marketing email, encouraging them to further utilise this functionality in the HubSpot Email Editor.
17. Help Desk Sidebar Improvements & Customisation
What is it?
This set of changes unlocks new customisation capabilities on the help desk sidebar, including the ability to create custom cards, remove and reorder cards, and create team-based sidebar views.
Why does it matter?
One of the biggest feedback themes we've heard from help desk Beta customers has been customisation. Support teams need more choices when it comes to configuring help desk, specifically the sidebar, which has key contextual information to help agents troubleshoot incoming inquiries. Previously, the sidebar was relatively limited in its customisation capabilities, and furthermore, it was intrinsically tied to the ticket record page, preventing users from customising the help desk interface independently.
This set of sidebar enhancements will help to ensure that support teams always have quick visibility into the information they need to solve customer issues efficiently and effectively.
18. Deal Split API
What is it?
The new Deal Split API will enable customers to read and write deal splits with their respective percentages via API.
Why does it matter?
In many businesses, deals are owned by multiple reps and the commission is split between the deal owners. It's important for teams to represent that shared deal ownership in HubSpot, including the percentage of commission each rep claims. Customers who are managing some of their deals or doing forecasting outside of HubSpot want to represent their deal split percentages accurately across all of their systems. Until now, it was not possible to read or write deal split data via API, leading to data that was incomplete and out of sync across their tech stack. With these changes, customers can have a single source of truth and ensure all of their deals data is accurately represented wherever it lives.
19. Marketing Home - A New Centralised View of all your Marketing Efforts
What is it?
Marketing Home is a new, centralised space where marketers can access all their essential tools, data, and tasks across HubSpot. It provides personalised and tailored views to each user’s needs, allowing them to stay updated on their marketing efforts and jump directly into the work that needs their attention.
This ensures marketers begin each day with up-to-date insights and can seamlessly transition between tasks, staying informed and focused on the most critical actions throughout their working day.
Why does it matter?
The modern marketer must navigate a variety of tools and data scattered across their marketing ecosystem, vital for planning, executing, and evaluating strategies across diverse channels.
Yet, this array often feels disconnected and rigid, forcing marketers into a frenzied cycle of tab-switching and screen-hopping to keep pace with updates and piece together insights.
Unanswered questions such as "What comes next?" or "What's changed?" continue to linger, breeding distraction and anxiety among marketing teams. This diversion pulls focus away from the truly impactful tasks that drive growth and success.
Enter a solution: a fresh, opinionated page curated around the productivity and insight tools marketers crave. By bringing these tools into one central place, marketers are freed from the feeling they're missing context and equipped to focus on becoming more effective than ever before.
20. Compare Forecast Submission Accuracy to AI Forecast Accuracy
What is it?
Now customers will see a forecast submission column in the Forecast Accuracy Over Time table of the Analyze tab to help them understand how their company's manual forecast accuracy compares to their AI forecast accuracy. The new calculation averages the manual submissions in a given month for each team or rep and sums them up.
Why does it matter?
This feature will help sales leaders who are calibrating forecast projections for their business. By surfacing the accuracy of their teams’ average manual forecast submissions compared to what they actually closed that month, sales leaders will develop a good sense of how manual forecasts skew and can identify opportunity areas for additional coaching with the goal of improving team-wide manual accuracy over time.
By surfacing the manual accuracy in the Forecast Accuracy Over Time table of the Analyze tab, leaders can go a step further and see how their manual accuracy compares to the accuracy of AI Forecasting projections. This will help them understand how heavily they can weigh each projection type when they are coming up with their final forecast number. For example, if AI accuracy is consistently more accurate than manual forecasts, leaders can rely more heavily on AI forecasting and also coach their reps and managers on how to submit more accurate manual forecasts.
21. Use Global Search Through Keyboard Shortcuts
What is it?
Now, you can use keyboard shortcuts to open and close Global Search and quickly navigate through the results.
Why does it matter?
Searching for anything in Global Search required moving back and forth between the mouse and keyboard to click into Global Search, type a search term, and then scroll through and select a result. This was a user experience with lots of friction for efficiency.
22. AI View and Filter Available on the Marketing Email Manage Page
What is it?
We are excited to announce the addition of an AI filter and AI view to the Marketing Email manage page. Marketers can now filter and manage their emails based on the AI assistance provided in their Email content.
Why does it matter?
The new AI view and filter will allow marketers to see quickly view, filter and access their Marketing Emails that were generated or assisted by AI.
23. AI Assistant for Facebook Ad Sequences
What is it?
HubSpot users can now use AI Assistant in Ads to generate ad copy from scratch using simple prompts for Facebook ad sequences.
For more information, please check out our knowledge base doc here.
Why does it matter?
Content creation is not only time-consuming, but harder than ever - and is paired with consistently higher bars for what customers will interact with.
At HubSpot, we want to empower our customers by making quality ad creation quick and easy. We want to help you create ad campaigns that have a higher chance of performing well and free up more time for you to focus on managing and optimizing your ad campaigns.
You can now use the AI assistant in Ads which will enable you to generate ad copy from simple prompts. You can also rewrite, expand, and shorten generated copy to give you more control over the AI-generated text.
24. AI View and Filter Available on the SMS Manage Page
What is it?
We are excited to announce the addition of an AI filter and AI view to the SMS manage page. Marketers can now filter and manage their messages based on the AI assistance provided in their SMS content.
Why does it matter?
The new AI view and filter will allow marketers to see quickly view, filter and access their SMS messages that were generated or assisted by AI.
25. Improved File Property Experience in the CRM
What is it?
Today, you can create a custom file property in the CRM. In forms, visitors can upload files as part of their submission.
Now, you will be able to upload and manage files using a custom file property in the CRM, enabling you to more seamlessly manage files across the CRM platform.
Why does it matter?
These enhancements to custom file properties will improve file management in HubSpot. Some examples of how they can be used:
- Requiring that a purchase agreement is attached to every new deal created using the Create Deal form
- Requiring a file property based on the value of another property using Conditional Property Logic
- Requiring a contract to be uploaded to a file property when Deal Stage = Closed/Won
- Uploading a CV to a Contact record, and control which users can access that property ('CV') using Field-Level Permissions
26. User Deactivation Overhaul
What is it?
This update significantly changes the process admins follow when removing a user's access from their account. It introduces three key changes:
- Deactivation is the primary step in revoking an employee's access to HubSpot. To avoid confusion, we've removed the option of "removal." Deactivation removes a user's access to HubSpot while preserving their profile and all associated data within the account. In most cases, deactivation is the only step needed.
- However, if you'd like to completely remove a user from your account, you can do so from the user record under "Actions."
- When users are deactivated, their seats are retained but no longer count towards seat totals. This change was made because many tools rely on users having a seat, which caused problems when an admin removed a paid seat during user deactivation.
- Deactivated users remain visible in the Sales Forecast tool. We've resolved a long-standing issue where deactivated users no longer appeared in the sales forecast tool. This change ensures that sales leaders have a complete and accurate picture of historical sales so that they can make informed forecasts for current and future periods.
These updates should significantly improve what has historically been a difficult process.
Why does it matter?
This update aims to improve the user experience and resolve several issues that admins encountered when removing an employee's access to HubSpot.
