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Welcome to our HubSpot Product Spotlight for November. 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. Cloning Forms & Steps in the New Forms Editor
What is it?
You can clone a HubSpot form and can also clone a step on a form.
Why does it matter?
Clone a form as a starting point for a new form or use the cloned form with a different campaign. Clone a step as to avoid re-creating styling or content.
2. Block form submissions from specific email domains in the new Forms Editor
What is it?
You can prevent visitors with email addresses containing specific domains from submitting Forms create in the new Forms Editor.
Why does it matter?
You can block either specific email domains or HubSpot's default list of free domains on your forms. When a visitor attempts to enter a blocked domain in the Email field on your form, they will see a message asking them to enter a business email address.
3. Access marketing events in HubSpot's left sidebar menu
What is it?
You can now access marketing events in HubSpot's left sidebar menu via the Marketing navigation menu item.
Why does it matter?
Previously, it was difficult to find the marketing events object, which meant marketers weren't able to easily leverage it when editing and analysing the impact of their marketing events.
Now, you can access marketing events in HubSpot's left sidebar menu via the Marketing navigation menu item, making it easy to find alongside all your other marketing tools.
4. Customisable Quick Filters for Index Pages
What is it?
With this update, customers can add and save custom quick filters to contact, company, deal, ticket, and custom object views.
Why does it matter?
Users can save quick filters for later, which saves time and provides powerful data visibility and speedy insights.
5. Changes to Categories in the HubSpot App Marketplace
What is it?
HubSpot is introducing changes to the structure and categorisation of apps in the App Marketplace. Now updated to align with common use cases, all app listings have been automatically recategorised.
Why does it matter?
HubSpot's heard your feedback, and are committed to improving app discoverability and the marketplace search experience. Now, you can navigate app categories that better align to the job you're trying to accomplish.
6. Draggable Chat Widget
What is it?
Customers can now opt-in to make their chat widget draggable, allowing website visitors and users to drag the widget from its initial bottom left or right position to anywhere on the screen.
Why does it matter?
The fixed position of the chat widget poses the risk of covering up essential information and controls on customers' websites. This feature addresses that concern by enabling website visitors to drag the chat widget to a preferred position on the screen.
7. Changes to the meetings engagement API
What is it?
HubSpot are making a small change to how meetings are created through our API.
When the hs_timestamp property is missing, they'll default to the meeting start time (hs_meeting_start_time) instead of the creation time (which is currently the default).
Why does it matter?
When a MEETING_EVENT object is created without a hs_timestamp, we'll automatically set it to the meeting's start time. This change matches how HubSpot treats meetings created through HubSpot or synced to HubSpot. It'll make things more consistent between meetings created internally and those created through the API.
If you're an app developer or user who uses the engagement API to create meeting engagements or meeting objects, you should make sure that hs_timestamp is being set. Or, you should check that setting hs_timestamp to the meeting start time won't break any of your apps or processes.
8. Additional Record Page Tabs for Enterprise
What is it?
Now every Enterprise Hub admin can add additional tabs to the middle column of the record page.
Why does it matter?
Enterprise Hub admins can now enhance team productivity by adding multiple tabs to record pages, allowing for focused views of critical business information.
9. Updated Outbound Calling experience in conversations Inbox
What is it?
This update provides a new method of placing Outbound Calls from existing Inbox threads.
Why does it matter?
This redesign brings the latest calling experience to the Inbox and now supports making outbound calls on threads with no associated contacts.
10. Copilot now available in all supported languages
What is it?
Now, everything Copilot helps you achieve—from drafting content to managing customer inquiries—is available in your preferred language. Whether you’re a sales rep crafting personalised outreach or a service rep responding to customer questions, Copilot is here to support your work in every language your portal supports.
Why does it matter?
Teams across the globe can now leverage Copilot's functionality for their every day tasks, including producing locally relevant content.
11. Updated Outbound Calling experience in conversations Inbox
What is it?
This update provides a new method of placing Outbound Calls from existing Inbox threads.
Why does it matter?
This redesign brings the latest calling experience to the Inbox and now supports making outbound calls on threads with no associated contacts.
12. Customise the About section via the left sidebar on iOS
What is it?
iOS users can now see the same CRM properties in the About tab on mobile that they have on the left sidebar on desktop.
Why does it matter?
At the moment, iOS users do not see the same customised properties in the left sidebar of a record on the desktop version as they do in the About tab on the mobile app. This update will ensure that any changes made to property cards in the left sidebar will also be visible in the About tab on iOS.
13. AI-Generated Document Descriptions
What is it?
Use Breeze to create AI-generated descriptions of your sales documents.
Why does it matter?
Sales reps often manage a large library of documents, including case studies, white papers, product sheets, and more. To engage buyers effectively, they need to quickly identify the most relevant documents in their Documents library to share within the context of each deal. Finding the right documents in real-time, especially while composing emails or other communications, can be challenging and time-consuming given the volume of their document libraries. Breeze now streamlines this process, helping reps quickly identify and share the best materials for each conversation.
14. Sync relevant help desk tickets to Slack based on additional properties
What is it?
HubSpot's Slack app now offers additional options when choosing which HubSpot tickets to sync to Slack, so you can ensure only relevant tickets are synced to the appropriate Slack channels.
Why does it matter?
Previously, when choosing which HubSpot tickets to sync to Slack, you could only choose from a few default ticket properties: priority, pipeline, HubSpot team, and originating channel account.
Now, you have more options including the ability to sync tickets based on properties such as: category, ticket owner, ticket status, ticket tags, etc. Plus, you can use custom properties--including multiple checkbox, single checkbox, dropdown select, and radio select property types--when choosing which tickets to sync.
15. Settings page for Subscriptions
What is it?
Customers now have a settings page for Subscriptions. Settings makes it easier to access properties and permissions. Customers can also configure defaults which are used for new subscriptions created through the subscription tool.
Why does it matter?
Customers prefer to set the defaults they use for the majority of their subscriptions to make processes fast and easy for their team.
16. Unsummarised Dataset in Report Viewer
What is it?
Users can now access the underlying data that informs reports directly within the report viewer. This filterable table view provides enhanced visibility into your report's details.
Why does it matter?
Accessing the underlying data in your reports helps users analyze reports more efficiently and drive insights fast.
17. 'Remove' action for bulk edits to properties
What is it?
Users can remove property values from “multiple checkbox” properties during bulk edits on the index page.
Why does it matter?
This feature streamlines the process of updating multiple records. For instance, if you've updated the 'Buying Role' property and need to remove 'Budget Holder' from several contact records, this feature allows you to do so efficiently, ensuring all your data is quickly aligned with the new criteria.
18. Ticket Splitting in Help Desk
What is it?
Ticket splitting is now live! When an end user emails back in after a ticket has been closed, or when they reach out multiple times about separate topics, support reps using Service Hub historically had no good way to manage those scenarios, or the negative downstream effects this has on efficiency, reporting, and automation- until today.
We're introducing ticket splitting to give support teams a way to handle reopened tickets, or ones that involve multiple parties or topics.
Why does it matter?
Support reps often need to manage complex tickets that involve more than one issue, and today they don't have great way of handling that complexity. This pain is particularly acute in cases where closed tickets are reopened by the end user asking a new, unrelated question. In those instances, reps often want to split tickets so they can handle these inquiries separately. Not being able to do so causes confusion for the rep and can negatively impact the team's reporting, giving an inaccurate picture of how many separate customer issues a rep is really handling.
Ticket splitting offers a greater degree of flexibility and control over the support process, and helps teams keep all their customer issues clearly organized. Ticket splitting is part of a longer term effort to improve ticket reopening behavior in help desk, serving as the first step in tackling this larger problem space.
19. Academy Search Suggestions
What is it?
Search Suggestions help you find Academy content you are looking for faster. Select content right from the search bar or explore content by keyword.
This will help you find your way through our Academy catalog and learn what HubSpot has to offer quicker than ever!
Why does it matter?
Your time is valuable. That's why at HubSpot Academy we want to help you find content as quick as possible. We are introducing a new way to search our catalog by incorporating Autocomplete capabilities on our catalog Search bar.
20. Merges with Property Control in Duplicate Management Tool
What is it?
You can now select which properties will be retained on the final record when merging duplicate records, giving you unprecedented control over your data consolidation process.
Why does it matter?
This feature enhances HubSpot's commitment to data quality and user empowerment. As businesses grow, managing duplicate records becomes increasingly complex. By providing granular control over property selection during merges, this new tool allows users to maintain data integrity with precision. It offers the flexibility to tailor the merge process to specific business needs, ensuring that every data consolidation aligns perfectly with your organization's data management strategy.
21. Admins will now be notified once their private beta request has been approved or rejected
What is it?
We will now notify the super admin when a private beta request has been approved or rejected. Admins will receive a bell notification with a link to the product update.
Why does it matter?
This update will help admins track their private beta approvals without needing to continually check the Product Updates page. Admins will save time by receiving direct notifications in the app.
22. Custom Object Pipelines Automation
What is it?
Users can now automate actions based on custom object pipeline stages, such as creating tasks or sending internal notifications when a custom object advances to a specific stage.
Why does it matter?
With this update, users can now access pipeline automation features for custom object pipelines, similar to those available for deal and ticket pipelines.
23. Workflow Enrollment Anomalies Identified by HubSpot AI
What is it?
HubSpot now automatically detects unusual changes to workflow enrollment rates using AI, and customers can choose to receive notifications if enrollment rates change for particular workflows.
Why does it matter?
Fluctuating enrollment rates can sometimes be a sign that a workflow needs immediate attention. Until now, in order for customers to get notified of sudden dips or spikes in workflow enrollment, they've needed to make manual calculations when configuring notification settings.
Now, with AI-powered workflow enrollment change notifications, customers can take the guesswork out of getting notified about changes that impact their business. Simply enable the feature within workflows, configure your notification settings, and let HubSpot AI do all the work.
24. Repackaged: AI Blog Post Generator
What is it?
AI blog post generator (AIBPG)—the tool that shows when you click "Start with AI" in blog—has been repackaged as of November 1st, 2024. A basic version of the tool was previously available in Free (all tiers), but it has been repackaged so that it is only available for Content Hub Professional and Enterprise customers who purchased after April 3, 2024. Legacy customers of CMS Hub Pro+ and Marketing Hub Pro+ (purchased before April 3, 2024) will also maintain legacy access to AIBPG.
This repackage was announced via an in-product banner that went up in the blog tool on September 18th, 2024.
Why does it matter?
AIBPG is a powerful, Pro+ tool that fuels highly contextual, AI-generated blog content.
Free and Starter portals will still be able to generate blog posts with AI using Copilot by clicking the sparkle icon in the righthand toolbar in the blog editor.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. AI A/B Testing for Landing Pages
What is it?
Use AI to conduct A/B tests on alternative copy for your landing pages (excluding dynamic page content).
Why does it matter?
Leveraging A/B tests to optimise your landing pages is crucial for successful lead generation, but determining what elements to test can be challenging.
2. Negative Score Rules (Lead Scoring)
What is it?
Negative score rules allow you to assign negative points to your lead scores.
Why does it matter?
Since HubSpot introduced lead scoring, one of the most requested features has been the ability to assign negative point values to lower a contact's or company's score based on undesirable actions or attributes. This is crucial when looking to create more accurate, targeted scores that help you prioritize leads effectively.
For example, a contact may have a high engagement score due to frequent interaction with your marketing content, but if they recently unsubscribed from your newsletter, you’ll want that action reflected in their score. Similarly, a contact might have a strong fit score based on company size and role, but if they’re located in a region where your company doesn’t operate, that factor should be accounted for in their fit score.
3. Weighted and even distribution for meeting rotations in scheduling pages
What is it?
We have added the ability to distribute your meeting rotation members evenly or weighted on scheduling pages.
Why does it matter?
Scheduling pages now offer more control over how meetings are assigned. Instead of prioritizing showing the most availability, you can now choose to:
- Distribute meeting assignments evenly between team members, giving every team member an equal number of meetings.
- Assign meetings based on a weighted rotation, giving more meetings to certain team members?
You can use a meeting rotation to populate your scheduling page members. When you make changes to the meeting rotation, those changes are showed in all scheduling pages that use that rotation. This means that you can automatically update the rotation and scheduling pages when members are added or removed from a team.
4. AI Predictive Trendlines
What is it?
You can now leverage AI to forecast future data trends in your reports.
Why does it matter?
AI-driven predictions in reporting enhance decision-making by making it easier to identify trends and forecast outcomes within your workflow.
5. Anomaly Detection on Reports
What is it?
You can now use AI to help find anomalous data points in reports.
Why does it matter?
By introducing AI-powered anomaly detection in HubSpot reporting, users can more easily and effectively identify unexpected data points, surface issues, and take informed actions.
6. UI Extensions & CRM Development Tools Available on Enterprise Plans
What is it?
Customers with any enterprise tier can use CRM development tools to build private apps, including the ability to:
- Build UI extensions with React and serverless functions
- Use developer sandboxes
- Discover all the tools in one place using the CRM development home page in navigation
- Build with CLI and developer projects
Why does it matter?
CRM development tools were available to build private apps for Sales and Service Hub enterprise customers. With this change, they will now be available for any account with any enterprise tier. Opting into this beta will automatically enroll you in the public beta for CRM development tools.
7. Updated Marketing Events API
What is it?
The Marketing Events API is now updated, addressing previous limitations and significantly enhancing event management and data analysis capabilities for app developers. This update enables access to all marketing events via the API, regardless of their creation source, allowing for comprehensive event management and analysis.
Why does it matter?
Previously, the API’s functionality used two primary identifiers: externalEventId (representing the event ID within a specific application) and externalAccountId (representing the account ID within a specific application). Each application was limited to interacting only with the marketing events it has created, restricting cross-app event management capabilities. Additionally, events created directly from the UI with manually imported participants lacked the externalEventId and externalAccountId fields. As a result, they were inaccessible through the API, limiting apps' ability to manage or analyze them.
Now, the API provides access to all marketing events, irrespective of their creation source. Additionally, new and enhanced endpoints now support the retrieval, analysis, and management of all marketing events and adding participants using the objectId. This means developers can now develop apps that gather and analyze data across all events, so customers can produce detailed attribution reports, calculate ROI, and segment contacts seamlessly.
8. Rep Availability Reporting
What is it?
HubSpot are excited to introduce a brand new data point to your support organisation that will transform the way you track and optimise your team's performance! Dive into comprehensive insights with features like:
- Peak Workforce Insight: Discover the maximum number of available representatives at any hour of the day, empowering you to optimize resource allocation and meet customer demands seamlessly.
- Availability Analysis: Keep your finger on the pulse with detailed percentage breakdowns of rep availability by status.
- Team health: Gain unparalleled visibility into your team's availability, both inside and outside of standard working hours, enabling proactive staffing and strategic planning.
Take your data driven decision-making in Help Desk to the next level and bring your customer service quality and customer satisfaction to new heights.
Why does it matter?
Helpdesk Managers face challenges in maintaining team efficiency and effective planning due to a lack of comprehensive reporting on rep availability.
Enhanced rep availability reporting is essential to measure team efficiency accurately and make informed decisions that will improve overall performance, planning processes and customer satisfaction.
9. Reporting Search Suggestions
What is it?
This AI-powered functionality enables users to locate reports from the search bar using keywords, report titles, or even questions you need answered to jump directly into what you need.
Why does it matter?
Users save time and get metrics and insights fast. With AI-powered reporting search suggestions, users can quickly navigate through all of their saved reports and HubSpot’s ready-made reports to find the one that helps you achieve your goal.
10. AI translation for Email - Private Beta
What is it?
A fast and easy way to create email content in multiple languages with AI (powered by DeepL).
With Email AI Translations you will enjoy:
Enhance your productivity: The feature streamlines communication, saves time, and reduces manual translation work.
Provides Consistency and Accuracy: DeepL high-quality- and extensive language support (31 languages) support.
Increased Customer Satisfaction: Reliable communication in customers' native languages leading to higher engagement.
What it is not: Translations might be inaccurate depending on how much context the AI model can build upon. Please make sure to review translations before sending.
Pricing & Packaging:
- Will be updated soon
- Only available to ENT customers for private beta
Why does it matter?
Email is the most commonly used channel for marketing. But if you want to create their campaigns in multiple languages, it becomes time-consuming, inefficient, tedious, and costly to create content.
You'll have to find a reliable translation service, send them all of your copy, wait a week (or longer), and finally add the translations to a cloned email version.
Or you can do it yourself: Open multiple tabs, copy from HubSpot, paste into an online translation tool, reverse back into HubSpot, spend half of your day.
11. [Private Beta]Chat with Copilot during live calls
What is it?
This new feature puts the power of Breeze Copilot at your rep's fingertips during live calls. With a simple click, reps can engage with copilot and get real-time answers to their questions.
Why does it matter?
Breeze Copilot is a powerful AI chat assistant that works with you to get things done in HubSpot. Today reps can use Breeze Copilot to gather insights on past calls. This update unlocks a new way for reps to use Breeze to supercharge their calling workflow.
12. Automate invoice creation with Public Invoices API
What is it?
Use the Invoices API to automatically create invoices to request payments from customers. If you have set up either HubSpot Payments or Stripe Payment Processing, the invoice can be paid digitally. Otherwise, the invoice can be manually marked as paid.
Why does it matter?
The Invoices API streamlines the invoicing process by enabling the automation of invoice creation.
It also enables integration with other systems to create invoices within HubSpot.
Automating the invoice creation process reduces errors and manual data entry.
13. Freeform Prompting in Content Remix
What is it?
Freeform prompting introduces a new node type to content remix. Freeform prompts allow you to write custom instructions to content remix's AI to transform and control additional remix outputs.
Why does it matter?
With freeform prompting, you can better apply your creative and strategic strengths to the content remix process. Rather than be locked into direct transformations from one type of content to another, you can now give custom instructions on what to generate (similar to how you would in Breeze Copilot or ChatGPT). This improves efficiency as well as your control over AI-generated content.
14. Regular expressions for property validations
What is it?
Now you can use regular expressions to define property validations. Regular expressions help maintain data quality by preventing incorrect entries in the CRM.
Why does it matter?
Regular expressions are a powerful tool to maintain data integrity and proactively protect your data. For example, you could define validation rules for
- 5-digit US postal code
- Value-Added Tax (VAT)
- Universally Unique Identifier (UUID)
These patterns ensure correct formatting and uphold business-specific data standards.
15. Automated sales tax collection on invoices with Commerce Hub
What is it?
Automated sales tax allows Commerce Hub customers to use accurate, on-demand sales tax calculations when selling with invoices. Sales tax is automatically calculated based on the buyer's location and then collected at Checkout.
Why does it matter?
Keeping track of ever-changing tax rules and tax rates is incredibly difficult. With automated sales tax, you can shift the burden of tax compliance to Commerce Hub so you can focus on selling instead of calculating tax.
16. Help Desk Message Analytics
What is it?
These new data points will allow you to gain actionable insights into user and contact reply behavior, enabling you to evaluate the health of your team and customers effectively.
These new data points will enable you to analyze:
- Average customer reply time
- Customers with the highest average reply time
- Customers with the highest average wait time
- Reps with the highest number of messages sent
- Average rep reply time
- Reps with the highest average reply time
- Tickets with the most messages sent
- Tickets with the most messages received
- Time of the day when a lot of messages are sent
- Time of the day when a lot of messages were received
Why does it matter?
Understanding reply behavior is crucial for maintaining an efficient and responsive Help Desk team. With our new reporting feature, Helpdesk Managers can identify patterns and areas for improvement, leading to increased team performance and customer satisfaction. By making data-driven decisions, you can ensure timely responses, better support quality, and foster stronger relationships with your customers.
17. Create and View Tasks from Help Desk Sidebar
What is it?
With this update, support agents can create and view tasks directly in the help desk workspace.
Why does it matter?
Since releasing help desk earlier this year, one of the biggest pieces of feedback we've heard from our customers is that they want more of HubSpot's platform-wide functionality to be accessible and available directly from help desk. Efficiency is critical for high-volume support teams using the help desk workspace—having to click into other screens or parts of the app drains precious time that could be better spent responding to customers.
Tasks in particular are used by support teams to keep track of action items that need to be completed in order to resolve a given ticket. Prior to this update, users were having to leave help desk in order to track and manage ticket-related tasks. Tasks in help desk makes it easier for users to seamlessly follow-up on tickets, ensuring quick issue resolution without missing a beat.
18. Combined Lead Scores
What is it?
You can now create a single, unified lead score for contacts or companies through a shared score that includes both properties and events.
Why does it matter?
While looking at separate fit and engagement scores can be helpful for a 360-degree view of your leads, some processes require a single score for easy reference in lists or workflows.
19. Sales Hub in Google Calendar
What is it?
Introducing Sales Hub in Google Calendar, a new feature of the HubSpot Sales Chrome extension. Now, you can effortlessly log meeting outcomes, prepare for upcoming meetings, and follow up—all from your Google Calendar.
Why does it matter?
Sales reps have a lot on their plates, from meeting prospects to closing deals. We know switching between tools can be a hassle. That's why we've integrated essential Meetings features right into Google Calendar. Now, you can prepare, follow up, and log meeting outcomes without missing a beat, making your workflow smoother and boosting your productivity.
20. Data Quality Property Insights in Report Viewer
What is it?
This update introduces data quality property insights into the Report Viewer property about modal. It is available for contact, company, deal and ticket objects.
Why does it matter?
When building reports, it is difficult to determine which properties to use to reach a reporting goal and how much data is available. Data quality tools offer useful context to help understand properties, where data is coming from as well as how much data is available.
21. CRM Filtering in Reports
What is it?
HubSpot has redesigned the filters section to reside at the top of the reports in the report viewer, similar to the dashboard and CRM pages. This update includes improved access to quick filters, which can now be saved to the top bar, and introduces a “search” function to easily filter reports by typing in values.
Why does it matter?
The updated design creates an easier to use filter interface, improves access to quick filters, and offers a consistent experience of CRM filtering to the report viewer.
22.User object properties can be used as personalisation tokens in Marketing Emails
What is it?
You can now apply user properties as personalization tokens in marketing emails. This feature allows you to choose from all user properties listed under the record owner property.
Why does it matter?
Applying user properties as personalisation tokens reduces manual data entry and enhances automated personalisation, allowing marketers to quickly create more customised, higher-performing emails.
