Welcome to our HubSpot Product Spotlight for October. 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.

Random Split Branch in Workflows

What is it?

Customers can now use workflows to randomly split enrolled records into evenly sized groups for workflow experimentation. This feature is exclusive to Marketing Hub Professional.

Why does it matter?

Previously, to create random segments in workflows, customers had to write their own code or use elaborate workarounds with lists or properties. The lack of a straightforward solution hindered marketers' ability to quickly test, analyze, and refine their workflows to achieve the best business outcomes.

This new functionality opens up a world of possibilities for marketers to experiment with different channels and tactics. For example, marketers looking to encourage leads to sign up for an event, could send half of the eligible attendees an email and half of them an SMS, to see which strategy results in more registrations.

Customer journey analytics now supports campaign filtering

What is it?

Customer journey analytics now includes a campaign filter, which will lets you hone in on touchpoints that came from a certain campaign. For example, if you only want to include page views, form submissions, and email clicks that are associated with a campaign, you can select that campaign in the event filter when you are creating your report.

Why does it matter?

The campaigns tool is a great way for marketers to create and manage a single marketing campaign that includes multiple types of assets. Customer journey analytics's filtering now supports campaign filtering to help you better understand how your specific marketing efforts are helping you achieve your goals.

Global Toolbar Above HubSpot nav, with a more discoverable Search

What is it?

A new toolbar on top of the current nav will pave the way to enable persistent access to utility items like Calling & Help, and increase discoverability to an expanded Global Search box that replaces the previous search icon.

Why does it matter?

In order to pave the way to enabling the persistence of actions like Calling and Help that customers may need to stay open as they navigate across HubSpot, we're adding a horizontal bar on top of the nav's primary menu.

Also, up until now customers have struggled to find and harness the power of a HubSpot-wide Global Search. With the utility items and profile dropdown moving to a new toolbar, Global Search has become more discoverable as an expanded bar in the primary navigation menu.

Membership Email Cancellations

What is it?

We will now be canceling membership registration emails for underperformance. Additionally, we are adding visibility of cancellations in the private content settings and notifications in the HubSpot app to indicate when registration emails are canceled.

Why does it matter?

In order to limit the risk membership registration emails pose to our network health and to prevent customers from damaging their own reputation, we need to ensure we can apply similar rules to membership registration emails as we do to marketing emails. Our system will now flag poorly performing lists and cancel membership registration emails to those lists, to ensure best-in-class deliverability. Lists with poor deliverability may also be quarantined.

Approvals Activity in collaboration sidebar

What is it?

You can now keep track of approvals activity in the collaboration sidebar.

In the approvals tab of the collaboration sidebar, the activity section describes any activity related to approvals.

This feature is automatically available to all customers who have approvals enabled in their portal.

Approvals features are available to all Marketing Hub Entreprise as well as CMS Hub Entreprise customers.

Why does it matter?

Customers want to keep track of any approvals related activity to understand the approval request status, who has taken action and who still needs to approve, so they can optimize collaboration when working on content.

Easily Review Data Model Adoption & Usage

What is it?

The Data Model Overview now enables users to quickly get an understanding of their data completeness and adoption.

Why does it matter?

There’s no holistic way to view data model utilization in HubSpot's CRM. If you’re a new admin, getting up to speed is almost impossible. If you’ve had HubSpot for a few years, it’s hard to gauge how well your reps are using HubSpot and to see if there are properties or objects that could be retired. Admins expect a central place to be able to answer basic questions about their CRM like:

1. What percent of companies have the owner property filled out?
2. Are there any custom properties that look unused and can be archived?
3. How many workflows do I have that are contact based?

URL redirects now available in Service Hub Professional and Enterprise

What is it?

URL redirects are now available in Service Hub Professional and Enterprise accounts.

When navigating to Settings > Website > Domains & URLs, users will now see a new URL Redirects tab. From here, users can redirect traffic from any HubSpot-hosted URL to another destination.

For more information about how to create and manage URL redirects, check out this knowledge base article.

Why does it matter?

Service Hub Professional and Enterprise accounts now have access to the URL redirects tool.

"Freezing" the First Column on Index Pages

What is it?

The updated frozen column setting allows you to quickly freeze the first column on a view so that you can view your table data without losing sight of which record you're working on

Why does it matter?

Using the index table is a core part of the day for many, however for those with 6 or more columns on an index table, or for those on smaller screens - it can be difficult to navigate the table and remember which record you're looking at. Freezing the first column gives users a setting to make the 'Name' column sticky on a table so that its visible as you scroll to the right - regardless how many columns you may need! :🎉

Custom Actions API: Customize the data you return based on workflow type

What is it?

When building your own custom workflow actions and using external data fields, we are now passing along the object type of the workflow the action is being used in so that you can customize the data you return.

The payload request will now include an objectTypeID field, like this:

Why does it matter?

A lot of times when workflow actions are fetching external data the data that is returned can be dependent on the scenario that the customer is using it in.

For example, if your custom action triggers a slack notification and that notification surfaces specific data for deals vs. tickets vs. contacts, today the notification would surface all the data no matter how the customer was using the action. There was no way for you to know what workflow that action was being used in, so customers would end up receiving irrelevant data they'd have to parse through.

Now, when your action is fetching that external data you can use the object type to return the exact data that would be helpful for a customer in their specific scenario. So if your custom action that generates slack notifications is being used in Deal workflows, you can now trigger those notifications to only include information relevant to deals.

Saved Views and a new Gallery mode for CTAs

What is it?

Saved views for CTAs enables you to filter all your CTAs by the "Advanced filters" available, and save that set of filters as a view for yourself, your team or for everyone in your portal. Views provide a quick way to drill down to the exact CTAs you're looking for and focus on your draft CTAs, recently published, CTAs you created, and any sort of grouping you can think of. CTAs now contains the most up-to-date set of features for filtering/views too including AND/OR filtering, improved view management and a brand new "Gallery" mode.

Gallery mode introduces a brand new way to visualise and manage your CTAs. Gallery takes the standard table layout and creates a more visual layout focusing on the preview images of CTAs, alongside the standard name, status and performance information. The preview image is often the quickest way to tell one CTA from another, and historically the preview image has been a tiny image constrained to a single cell in the table. The new "Gallery" mode puts this preview front and centre providing an at-a-glance overview.

Why does it matter?

Organising the things you create in HubSpot can be a bit of a pain. You'll often need to resort to complex naming conventions as a workaround for this problem by adding in information to the name, and then using the search bar to quickly get to related assets.

Throughout the two years we've been introducing the power of saved views and custom properties as an organisational standard across more and more of the Marketing and CMS Hub tools, and with this update we're bringing saved views to the new edition of CTAs. This brings CTAs up to the latest standard available in Campaigns, Lists, Workflows, Pages, Blogs, Forms, the CRM and more.

Assign Business Units to Workflows

What is it?

With business units, customers can manage multiple brands in one HubSpot account. See more details here. The feature ‘business units’ is only available for Marketing Hub Enterprise customers with the Business Unit add-on.

The purpose of bringing business units into workflows is to solve complex organizational structures by distinguishing their marketing automation efforts across their different business units/ brands.

Why does it matter?

Since companies with business units typically have hundreds of workflows across multiple business units, being able to assign the appropriate business unit and quickly find workflows related to a business unit is essential.

Automated registration email follow-up for private content

What is it?

In private content settings, HubSpot users will now be able to set an automated registration email follow-up, which will automatically send emails to contacts who have not completed account registration. This is important because until the contact's registration is completed, the contact will be unable to access private content.

Why does it matter?

By enabling this setting, users will no longer have to manually resend registration emails to contacts that have not registered. This new setting is an automated way to ensure that more contacts are able to complete registration, boosting engagement with private content and reducing support time.

Instagram First Comment Support

What is it?

With First Comment Support, you can now schedule the first comment on your Instagram posts.

A successful Instagram post includes a strong caption and relevant hashtags but space is limited. You can use the first comment to interact with users directly, improve engagement with further hashtags and grow your reach on Instagram.

Some of the benefits of scheduling the first comment:

• You provide further description about your product or service
• ask your audience questions and encourage conversation in the comment section
• include further hashtags that do not crowd your post caption and will help you optimize reach.

Why does it matter?

Whether its sparking a conversation in the comment section or adding more hashtags, First Comment support is a feature that helps marketers increase reach and boost engagement on Instagram.

More Flexible Checkout Embed

What is it?

We are adding the "Order Summary" to the embed, which allows our merchants to take full advantage of features like discount codes and buyers' ability to add optional products and input quantities and amounts.

Why does it matter?

Merchants can currently embed a simple view of the Checkout page into any web/CMS page.

More details and labels on each Global Search result

What is it?

Now, you can see additional details about a contact, company, deal, ticket, or task, when looking for them in Global Search. Also, every detail in the result is now labeled to help you understand what it is. This will help you quickly identify the result that you were looking for even if they have similar names or properties.

Why does it matter?

Results in Global Search can be confusing without additional details about those results, especially for results that look similar. For example, you could have 10 tasks that say "Follow-up" but it is impossible to figure out today who to follow-up with, as you can see below. At the same time, what adds to the confusion is that there is no indication of what each detail actually means.

A more precise large export warning notification

What is it?

We've updated our large export warning notification to give super admins more control over how they're notified of large exports from their portal. Super admins can now specify that they want to be notified every time an export occurs over a specific threshold of records that they set. Previously, super admins could only opt in to receive a notification if more than 50% of the records in their portal were exported.

Why does it matter?

Super admins want to know when users are taking data out of HubSpot. But the needs of each super admin are different. Some super admins might want to know if more than ten thousand records are exported from their portal. Others might want to be alerted every single time an export occurs. This update gives super admins the option to set up a large export warning notification that works best for them, ensuring they feel like they're in control of how data is taken out of their CRM.

Multi-language Subtitles for HubSpot Video

What is it?

Customers will be able to select multiple subtitles files in specific languages to be uploaded. When a user watching the video selects the subtitles CTA in the player, they will see a list of the available subtitle language options.

Why does it matter?

With a growing install base of international customers, there is a growing need for better multi-language (mLang) support across HubSpot. Lack of support for multi-language subtitles puts many of our customers at a disadvantage as the company's customer base continues to expand internationally.

We will allow HubSpot Video users to upload multiple subtitle files in various languages, instead of supporting just a single file as we currently do.

New Webflow App for HubSpot

What is it?

The newly certified and updated Webflow app allows you to connect your Webflow site to HubSpot and harness the power of both platforms. Customers can now:

• Embed and style HubSpot forms in the Webflow Designer
• Connect and map Webflow forms to HubSpot forms in the Webflow Designer
• Add HubSpot assets to your Webflow site
• Embed HubSpot chatbots to your site
• Add the HubSpot tracking code to your site

Why does it matter?

Before, adding HubSpot forms to a Webflow site required custom code embeds that couldn’t be previewed until a site was published.

Now, you can leverage this app with ease by adding HubSpot forms to your Webflow site, while also reviewing and styling these forms directly in Webflow’s visual development canvas. This allows you to seamlessly share contact data between systems, and leverage this contact data for more powerful marketing and sales efforts.

By embedding HubSpot forms and chatbots into your Webflow site, you can seamlessly collect contacts to your HubSpot CRM and send automated emails to those leads and customers.

Data Quality Property Insights in Custom Report Builder

What is it?

This update introduces data quality property insights into the custom report builder property info 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.

Automatically generate invoices for subscription payments

What is it?

HubSpot payments customers that bill using recurring subscriptions will now automatically have an invoice generated to facilitate revenue tracking.

Why does it matter?

SMBs often cite invoices as the most common artifact for managing their revenue. However, for customers that collect payment primarily through recurring subscriptions, it can be difficult to track open and received revenue without a corresponding invoice record. Further, end buyers often require an invoice after payment is made as part of their accounts payable and record keeping process.

Calls, Notes & Logged Activities Now Associated with the Correct Records on Mobile

What is it?

We have encoded the logic laid out in the Knowledge Base article "Associate activities with records" into the app. When a user starts logging an activity with a contact for example, their primary company and recent open deals will be "pre-selected" as associations. The user can add or remove any other associations they like.

Why does it matter?

HubSpot structures data across four main objects: Contacts, Companies, deals and tickets. But a call with a given contact is relevant to the company they work for, and an open deal that might be in progress. So, these activities should be associated with multiple records. However, this wasn't the case on mobile. Activities were only associated with one record – the one the user was on when they started logging. This caused problems, such as the sales leader we spoke to who didn't trust his deal activity reports on web, because he knew his reps were logging activities on those deals' Contacts using the app, and therefore that activity didn't propagate to the place he needed it.

Updated User Table with Additional Data and Filtering

What is it?

Introducing a new version of the user table showing additional information about the users in a given portal. Viewers are now able to easily scroll through the newly surfaced properties on users to get a more holistic view of where a user is in their setup, how they are configured, and when they were last active.

Properties visible will depend on subscription but include:

• Name
• Seat
• Permission Sets (Enterprise)
• Access
• Main Team (Professional+)
• Extra Teams (Professional+)
• Invite Status
• Partner User
• Last Active
• SCIM Status (Enterprise)
• Email Status
• Calendar Status
• Calendar Sync
• Scheduling Pages

Why does it matter?

Viewers of the user table in Settings > Users & Teams are limited in what information they can view on the table to make quick decisions for their users and their account. They also don’t have the flexibility to filter down their users list to see specific users. Their only options today are to filter by status or permission set.

As their org scales, the frequency of users being added, updated, and deactivated increases. Admins need the ability to filter down user properties to get to a specific set of users. Right now, they have to rely on sorting and scrolling to find the right users. Admins also struggle with the lack of visibility into the users from the table view. Not only do they need more user properties displayed, they need the right user properties for their org to quickly and efficiently manage their growing user list.

We’ve received consistent feedback from customers needing more user information and better ability to filter users on the table.

Right now there is a gap in functionality for managers. Managers want and expect to be able to see only their team in the user table, and admins need to only give managers access to the users reporting to them. Admins can give managers access to the user table and the ability to edit users, but they gain access to every user in the account which is not ideal for admins or account security. As user properties evolve, we will have the opportunity to better identify managers and provide admins with more granular access for these managers to the right groups of users.

As HubSpot continues to evolve and scale, it's important for other teams to be able to surface user information to admins in a centralized and connected manner. Updating the table to utilize the framework will help bring consistency to user settings. This will also make it easier for other teams to build off and continue to scale the user table to add value to our customers.

Commenting in Lists

What is it?

Customers can now comment inside individual Lists within HubSpot.

Why does it matter?

Up until now, there were no options to collaborate and work directly with colleagues inside a list. Customers had to rely on external sources like e-mail to ask questions about choosing the right filters or gather context into the changes or performance of a list. These external conversations meant that the context was quickly lost.

Adding the collaboration sidebar into Lists allows these conversations to happen seamlessly within HubSpot while holding all relevant context easily accessible when needed.

Simplified Apex Redirect Setup

What is it?

When connecting a custom domain, both the www and non-www versions of customers' sites will be set to redirect by default. Users can opt-in to this behavior or choose to "opt-out" if they don't want automatic redirects. Our aim is to simplify the domain connection process, eliminating potential confusion for website owners.

Why does it matter?

Customers frequently wish to redirect their apex or root domain to the 'www' version, or the other way around. However, configuring this is often complex and confusing. For CMS Free users, the challenge is even greater; they not only lack access to technical support or resources but may also be unaware of the necessity of this setup or how to properly implement it.

New permission requirements for installing public apps from third-party websites

What is it?

Currently, the App Marketplace Access permission is required when installing apps from the HubSpot App Marketplace. Going forward, this permission will also be required when installing any integration, including apps installed from third-party websites.

The App Marketplace Access permission will be required in addition to any other permissions required to install the app, based on the access being requested by the app.

Why does it matter?

Admins want full control over who is allowed to install apps in their HubSpot account whether from the HubSpot App Marketplace or from third-party websites. This change ensures that the permissions required to install an app are the same regardless of where the install was initiated.

Comment notification bundling

What is it?

As part of this update, we will now bundle comments left in quick succession on the same thread. This means users will receive less notifications and crucially when we do notify, we can provide more clarity and context helping our customers to get the full context on the ongoing work.

Why does it matter?

When multiple comments are left on a thread today, each new comment generates its own notification. On a busy thread where multiple comments are left in quick succession, this can lead to inboxes becoming cluttered with notification emails referencing the same thread and leaving users overwhelmed as they scroll through multiple emails to get up to speed.

Enroll in a HubSpot Sequence from Salesforce

What is it?

You can now enroll your contacts in a Sequence directly from Salesforce to automate your outreach.

Why does it matter?

If you're a Salesforce and HubSpot customer, you can now enroll in a Sequence directly from Salesforce through the HubSpot Visualforce window without jumping back and forth between tools.

Book HubSpot Meetings from Salesforce

What is it?

If you're a Salesforce and HubSpot customer, you can now schedule a HubSpot meeting directly from a contact or record without leaving Salesforce.

Why does it matter?

We work across so many tools, and connecting those tools is essential to our productivity! If you're using Salesforce as your CRM and HubSpot for prospecting, you can now book meetings from a contact or lead record in Salesforce using the Visualforce window. No need to jump back and forth between HubSpot and Salesforce.

Company properties on Payment Links

What is it?

Company properties can now be added to payment links. This allows a business to collect contact and company information, all from the place where your customer is paying.

Why does it matter?

We want it to be easy to use a payment link to capture customer information for a project onboarding or while registering for an event.

In order to collect company information during checkout, a business previously needed to use both payment links and forms. Instead of always having to connect a payment link to a form, you can now collect company information as your customer is paying.

Drag and drop version of the collaboration sidebar

What is it?

Following the release of the drag and drop version of the collaboration sidebar in Workflows, Dashboards, Marketing Email and Forms, we are now adding this drag and drop version into all remaining HubSpot tools using the older version of the sidebar.

This includes:

• Ads
• Blog
• Campaigns
• Landing pages
• SMS
• Website pages

The collaboration/commenting sidebar enables marketers to quickly access a handful of useful collaboration and productivity tools across HubSpot.

However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we're introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.

Why does it matter?

Historically the collaboration sidebar has been static; it's fixed to the right-hand side of the screen, with the only customization option being to hide it completely.

This new moveable version gives users the ability to choose where on the screen the sidebar should be placed.

Additionally, the sidebar took up the full height of the screen. We wanted to optimize how we use the space by introducing a smaller, draggable version of the sidebar, which can be placed on any edge of the screen.

Property Source Information now available in property history exports

What is it?

Historically, exporting a property's history has shown you the different values that records in the CRM have had for that property, and the date at which that value changed. Now, we've added additional information to this export to also tell you which user and tool triggered a property change within the CRM.

Why does it matter?

Taking stock of your historical data has always been important for maintaining confidence in the quality of your data within the CRM. If a value was changed unexpectedly, the property history export would quickly show you how many records were impacted, when they were impacted, and let you begin to game plan how you might rollback any changes if needed. Where this export fell short was in telling you the source of property changes. From viewing this export, you might know that two hundred contacts had their "contact priority" property changed last Tuesday from "Low" to "Very High" but you have no insight into how that change was made.

By including property source information in this export, you'll now have all the information at your fingertips to understand what users and tools within HubSpot are making changes to your data. This will increase confidence in the quality of your data, and help you take proactive steps to prevent unexpected changes from impacting your data again.

 

Remap incorrect values on dropdown select properties

What is it?

Users can now remap an invalid enumeration option on a dropdown select property to a valid property option, without quitting the import flow.

Why does it matter?

“Invalid Enumeration Option” is one of the most common errors users encounter when conducting an import. This error occurs when the enumeration options in their file do not map neatly to the valid options found on the property in the CRM. Users have always been able to edit a dropdown select property to add new options within the import flow – which is helpful in cases where an import will introduce a new, valid property option that hadn’t previously been accounted for in the CRM. But in cases where a common spelling mistake is present in an import file, or a common abbreviation is being used (“US” instead of “United States,” “Y/N” instead of “Yes,No,” etc.), users have been forced to either quit out of import to edit their file, or move forward with incomplete or errored data – eroding the quality of data stored in the CRM.

With invalid enumeration option remapping for dropdown select properties, users can reduce the number of errors present in their imports, while moving quickly through the import flow.

Timezone Switcher for Date and DateTime Properties

What is it?

This update exposes more information around the timezone that a date or datetime property is being evaluated in.

 

The backend system that powers lists stores properties for date and datetime in different timezone formats. By default dates and datetimes are stored and evaluated based on the following timezones:

• Dates: UTC
• DateTime: Portal Time Zone

This means that depending on where you are in the world, in relation to your portal's timezone, you may see unexpected records qualify for lists if that list includes date or datetime properties in the filters. (Example: your home office is in Boston and you are located in Dublin).

We didn't previously make this timezone distinction clear to customers, which resulted in customers stumbling upon inconsistencies in data evaluation.

Why does it matter?

Previously figuring out how a date or dateTtime property is evaluated was not easily discernible for users. It was also not possible to modify the way that a date or datetime property was being evaluated. This change both exposes the underlying evaluation logic, while also giving users power to modify the evaluation on a filter by filter basis.

Lead Management in Prospecting Workspace

What is it?

HubSpot is adding a new object to Sales Hub called ‘Leads’. Leads transform how sellers can manage prospecting and qualification efforts for both inbound and outbound demand gen motions inside of HubSpot. Managing leads happens from the ‘leads’ tabs inside the prospecting workspace.

Note: Leads do NOT replace contacts. Instead, leads are secondary objects (like deals or tasks) that can be associated with contact and/or company records.

Why does it matter?

Prospecting reps have a hard job: they have to organize all the information about their assigned leads, figure out which ones to prioritize, execute excellent outreach, and remember which data in the CRM to update. Oh, and they have to do it all under the pressure of a monthly quota.

We heard from our customers that the default lead status contact property lacked depth and flexibility. By adding a leads object to HubSpot, prospecting reps can now organize, prioritize, and engage their leads efficiently all in one place. This leads to a more effective workflow, better connections with prospective customers, and ultimately more pipeline.

For managers and ops, managing and tracking leads inside HubSpot means better insight into sales process performance and lower data maintenance costs.

CRM Record Page Editor

What is it?

The CRM record page editor allows admins to easily customize the middle column of a record to match their business' needs. Admins can now add new cards and tabs to the record page, so their teams have access to the right information at the right time.

 

Why does it matter?

HubSpot customers use the record page to display information that's critical to their business. The page editor allows admins to customize the content and layout of the record. Through this customization admins can provide their teams with the right information at the right time, helping them be more efficient, effective, and deliver a better experience for their customers.

Unread comment improvements

What is it?

We are releasing a number of updates to the collaboration sidebar to make it easier to find new and unread comments. The updates include:

• Unread comment counter
• Preview of unread comments
• Link directly to new comments from email notifications

Why does it matter?

When you open the collaboration sidebar on an asset to catch up on new comments, it can be difficult to locate where exactly the new comments you have not read actually appear. Often there are multiple threads and it can be challenging to find what are the latest details on the thread without needing to read back on everything.

With these updates, we can steer the user directly to the latest comments they need to action and address, allowing them to catch up faster and get the latest context.

Integrations Sync Card for Data Sync: Zoho CRM, Pipedrive, Copper, Odoo & Shopify

What is it?

The Integration Sync card is rolling out to 5 more Data Sync Integrations:

• Zoho CRM
• Pipedrive
• Copper
• Odoo
• Shopify (integration is in private beta)

This is already live for NetSuite and Microsoft Dynamics 365.

Do you need extra confidence that your integration is syncing with the right record? You can now view the sync status and linked records directly from the contact record.

 

 

This feature is available for contact, company, deal, invoice, and order records in HubSpot. Learn more in the Integration Sync Card knowledge base article.

Why does it matter?

Seeing the sync status directly linked to a HubSpot record gives you a more accurate view of your data.

• Is this record syncing?
• When was the last time this record synced?
• Which 3rd party application record is this HubSpot record syncing with?

You can visit our Settings page to get an overview of your Sync Health, and use the Integrations Sync Card to drill down on a record-by-record basis on what’s happening with your sync.

Edit Your Marketing Emails on mobile

Marketing Email is one of the most used solutions in HubSpot today. A lot of marketers work daily with this fantastic tool and get the most from it by interconnecting it with their inbound marketing strategies.

By enabling Marketing Email on the app, we empower marketers with a cross-platform experience that helps them to control and manage their communications.

After the release of the first iteration, we are launching new capabilities for marketers on the go.

In this second release marketers can go a step further and edit, schedule and send their Regular, Automated, Blog, RSS, Follow-up and Timezone marketing emails.

What is it?

On one side, marketers can edit their email details. Is the subject line not good enough? Or is the contact list the wrong one? No problem, you can take care of this from your mobile in a few clicks.

Marketers will be able to edit all these email details: subject line, preview text, from name, from address, email campaign, subscription type, send to, Don’t send to and Don’t send to with low engagement. As you can see there are a lot of important fields.

On the other side, marketers can take immediate action and either reschedule an email or send it directly. We understand that marketing emails are a dynamic communication asset and that changes are required in a blink of an eye, this is why with these new capabilities we believe you will be able to deliver your message at the right time.

Merging Task data in Activity reports

What is it?

We are making some updates to start including Publishing Task (aka Campaign Task) data under Activity Type = Tasks in Activity Reports.

Why does it matter?

Up until now in Activity Reports, there have been two separate Task options to filter on under Activity Type.

1. Activity Type = Task (any regular sales tasks as detailed here)
2. Activity Type = Publishing Task (A "marketing task" created within the Campaigns tool, Marketing Calendar or collaboration sidebar as detailed here)

This distinction between Tasks based on where they are created makes little sense for customers. The fact Publishing Tasks don't appear under the Tasks dataset has been a point of frequent customer confusion in the past.

Given the low discoverability of the Publishing Task option and low volumes of created Publishing Tasks, we plan to remove this as a filter option in Activity Reports and merge Publishing Tasks into the Tasks dataset.

This will give us a single source of truth for task data within a HubSpot portal and allow all tasks to be retrieved through the Activity Type = Task filter regardless of where they were created in HubSpot. (Note: any tasks created through the separate Projects tool in HubSpot are not available for reporting)

Customers can include the additional Activity filters of their choice to determine which Tasks appear in their Activity reports.

These changes will apply in both the single-object report builder and the custom report builder.

Lead Form Routing

What is it?

Introducing lead form routing to meetings, a new way to streamline your meeting booking process. With this latest update, we're making appointment scheduling a breeze. No more one-size-fits-all redirects! This feature empowers you to harness the information collected in your forms to customize the visitor's journey ensuring they are directed to the most relevant meeting link for their needs.

Why does it matter?

Let's say a visitor indicates they belong to Industry A or that their company size is 1-10. Instead of a generic redirect, they will be automatically directed to meeting scheduling page B, tailored precisely to cater to their industry and company size.

Similarly, if another visitor specifies Industry C, they will effortlessly be guided to meeting scheduling page D, ensuring a personalized experience.

Lead form routing unlocks the potential of conditional redirects, elevating your meeting booking process by providing the most fitting and tailored options for your visitors. Embrace this powerful feature and enhance your appointment scheduling today!

Gauge Visualizations in Custom Report Builder

What is it?

The custom report builder now supports gauge visualizations. Gauges make it easy to understand how your data is performing compared to defined ranges!

Why does it matter?

Typical visualizations like lines, bars, and pies are great at displaying data when looking at trends or proportions but are lacking when trying to determine how a metric is performing against a specific range. Gauges make it easy to understand if your metric is above or below where you want it to be.

In a glance you can answer questions like "How close are we to meeting our quarterly sales target?", "How close are we to achieving our monthly lead generation target?", "How are we performing in terms of our target for customer satisfaction scores?", and many many more!

Permission Panel Redesign

What is it?

A newly redesigned permissions panel will make it easier for admins to find and edit user permissions by introducing a new navigation, search, permission organization, and more.

Why does it matter?

Admins today struggle to navigate our permissions panel, where they are setting granular access to the HubSpot application for their users. This update aims to help admins better manage a user permissions.

Create better LinkedIn posts, with videos and more images from mobile

What is it?

In this last Mobile Social update, you can publish videos to your personal LinkedIn accounts and create posts with more than 4 images.

Why does it matter?

As we've seen within the social media space, the consumption of video content continues to rise and engage audiences, specifically short-form videos. Video content is a great way to increase brand awareness, site traffic and ultimately generate leads. You can now plan and schedule all video content for LinkedIn company and personal pages.

And the same applies when it comes to social posts with visual content. The richer the content is visually, the higher engagement it gets. Now, you can include more than 4 images in your posts to share more compelling stories.

Publish richer Facebook posts on mobile

What is it?

Marketers can now include 20 images in their Facebook social media posts from mobile.

Removing the old limitation of four images allows marketers to create richer content on the social network and share more compelling stories.

Beta

These updates are currently in the works and nearly ready to be released on your HubSpot Portal.

Drag and drop version of the collaboration sidebar

What is it?

Following the release of the drag and drop version of the collaboration sidebar in Workflows, Dashboards, Marketing Email and Forms, we are now adding this drag and drop version into all remaining HubSpot tools using the older version of the sidebar.

This includes:

• Ads
• Blog
• Campaigns
• Landing pages
• SMS
• Website pages

The collaboration/commenting sidebar enables marketers to quickly access a handful of useful collaboration and productivity tools across HubSpot.

However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we're introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.

Why does it matter?

Historically the collaboration sidebar has been static; it's fixed to the right-hand side of the screen, with the only customization option being to hide it completely.

This new moveable version gives users the ability to choose where on the screen the sidebar should be placed.

Additionally, the sidebar took up the full height of the screen. We wanted to optimize how we use the space by introducing a smaller, draggable version of the sidebar, which can be placed on any edge of the screen.

Facebook CAPI for Instant Forms Migration

What is it?

HubSpot has expanded our integration with Facebook's Conversions API. The Conversions API is designed to create a direct connection between your marketing data and the systems which help optimize ad targeting, decrease cost per action and measure results across Meta technologies.

Now you can send any HubSpot lifecycle stage change event data back to Meta as a conversion in an easy to use integration.

[Action Required] We are requiring you to replace all existing Facebook lifecycle stage change events with new ones that use the new Conversions API. We have listed instructions to replace these events below.

Why does it matter?

The Conversions API is designed to create a direct and reliable connection between marketing data (such as pageview and lifecycle change events) from website to Meta. This marketing data helps power ad personalization, optimization and measurement on Meta so that your ads are shown to people who are more likely to find them relevant.

The Conversions API can help you to:

• Reduce your cost per action as a result of improved connectivity. Data from the Conversions API is less impacted than the Meta Pixel by browser loading errors, connectivity issues and ad blockers. When you use the Conversions API alongside the pixel, it creates a more reliable connection that helps the delivery system decrease your cost per action.
• Improve measurement. The Conversions API can help you better measure ad performance and attribution across your customer’s full journey, from discovery to conversion. This helps you better understand how digital advertising impacts both online and offline results.
• Reduce your cost per action as a result of increased event matching. Your marketing data is most effective when it can be matched with accounts across Meta technologies. With the Conversions API, you can include additional customer information parameters that help increase matched events and your event match quality. Learn how to view and how to improve your event match quality.
• Increase data control. When implemented separately from the pixel, the Conversions API gives you more control over what you share and when you share it.

New dashboard filtering experience

What is it?

We've made it easier to apply a filter across all your reports on a dashboard. Now, you can also 'pin' your favorite properties to any dashboard to create a more curated experience.

Why does it matter?

Previously, dashboard filters could not be applied to more complex reports, such as custom reports. Thus, filtering options provided on the dashboard level were fairly limited. Now, dashboard filters can be applied to any report on a dashboard.

You can now add 'external website pages' to your campaign(s)

What is it?

You can now add your first 'external' (non-Hubspot) asset type to a Campaign: external website pages.

 

This new feature allows you to take your campaigns to the next level by adding both HubSpot and non-HubSpot assets.

Notifications for Workflow Issues

What is it?

Users can now be notified of workflow issues via Slack, Email, Facebook Workplace, MS Teams, Mobile, Browser, or with In-app notifications on a per workflow basis. As a result, less business-critical workflows can continue to be managed through the workflows 'Needs Review' tab, but users can receive notifications for higher priority workflow issues every time they occur, or after a set period of time defined by the user. Workflow notifications are available in Enterprise-level HubSpot portals.

Why does it matter?

When automation isn't working as expected, it can negatively impact a customer's business and their customers. Previously, customers had to manually check the Workflows 'Needs Review' tab to know if, or when, a workflow encountered an issue. Without constant monitoring, issues to business-critical workflows could occur and nobody would know until it's too late. With workflow issue notifications, customers now have the tools to quickly respond to workflow issues, and minimize the unexpected impact, as soon as they occur.

Overview of users and new user properties on user record

What is it?

With this update, admins can now view more granular portal usage (enterprise tiers only), connected account, security, and association data on a user-by-user basis by viewing the new "Overview" tab of the user record to help make sure that users are making use of HubSpot tooling in the best way for their business.

From the "Overview" tab, admins can get a quick understanding of key user stats related to activity and login, including a visual from the audit log showcasing apps recently used by the viewed user (enterprise tiers only):

 

Scroll down to see important security activity and the status of connected inboxes and calendars. As an admin, you may want to encourage your users to connect their inbox or calendar if they will be sending emails or scheduling meetings using HubSpot.

 

Additionally, quickly understand which CRM objects are owned by this user, and where this user is being used across the platform. Each of these links will take you to a detailed list of associations or usages, making it easy to re-assign ownership as needed.

 

From the "Preferences" tab, admins can now set the avatar, job title, main & additional phone numbers, and time zone on an individual user basis. Note that these properties are just being used to store data right now. Additional implementations across the HubSpot platform will be possible at a later date.

 

Also from this tab, admins can view more detail about a user's connected inboxes and calendars.

Why does it matter?

Today, portal admins lack insight into how their individual users are using HubSpot - which tools are they using, have they connected their inboxes and calendars, what objects do they own, and how often are they logging in? They also crave the ability to store user attributes, like job title and time zone on the user level.

AI Assistant for generating sales emails in the HubSpot Sales Office 365 add-in

What is it?

We are excited to announce the release of AI Assistant for the HubSpot Sales Office 365 add-in. Content creators can now generate sales introduction emails, cold outreach emails, and follow-up emails in seconds.

Why does it matter?

Writing personalized sales emails for prospecting is proven to be more effective at generating leads, but it's also far more time consuming. That's why HubSpot built AI Assistant, a tool that helps sales reps write personalized sales emails in a fraction of the time. The tool jumpstarts the writing process, generating sales emails in a flash and helping reps scale their efforts while still writing high quality emails that generate leads. AI Assistant automates the tedious parts of writing, leaving customers with more time to shape their own thoughts, opinions, and creativity into their content.

Improved 'Save' experience for Index page views

What is it?

The current experience to save changes to a view can be confusing.

• "Have I made a save-able change to my View?
• "How do I quickly 'clone' a view or revert a change?"

...are just some of the questions customers ask as they work in views (company, contact, deal etc.)

The current save options are nested behind the 'Save view' button, so that you must click the button to see that you can 'save', 'reset, or 'save a view as 'new'' (clone).

This release exposes the three save options directly above the table, and uses color to let you know when there are unsaved changes.

Why does it matter?

This update makes it more obvious that there are unsaved changes for views, and removes one extra click when saving a view.

Custom Properties and a Description field for Lists

What is it?

Custom properties can now be created to better manage and organize Lists!

The HubSpot CRM enables you to completely customize the data you store about Contacts, Companies, Tickets, Deals and custom objects through custom properties. This allows you to customize HubSpot to fit your business model and organise, group, filter and report on your data your way. Campaigns recently announced the ability to create custom properties inside the Campaigns tool and now we're extending this functionality to Lists.

Additionally, we've now added an optional Description field inside every list.

Why does it matter?

The main (or only) way customers could "organize" their work in Lists was through complex naming conventions and equally complex search queries, folders, or exports.

Now, admins will be able to define a set of custom properties to help teams better organize lists during and after list creation.

Mobile Caller ID Enhancements

What is it?

Mobile HubSpot customers can now enjoy an enhanced Caller ID experience for both Android and iOS platforms. We have revamped the CallerId solution and added a set of improvements and optimisations to ensure customers have the best experience when matching incoming call numbers to existing CRM contacts.

Why does it matter?

CallerId’s solution for both Android and iOS platforms was outdated and had big room for improvement. This generated inefficiencies when customers received incoming calls from existing CRM contacts. In our previous version, for example, iOS customers had to access the contact list every 30 days to make sure contact information was up to date between the CRM and the device. Also, a lot of irrelevant contact information was synced to the phone from the CRM which made the sync process unreliable, inaccurate and slow. This eventually resulted in a number of support tickets our team had to deal with continuously.

With the new CallerId, customers can now benefit from the following features:

• Improved ability to match many more contacts - optimized the contact and cache storage strategy only making use of required contact data.
• Improved the contact syncing experience:
  
  • Customers have now the ability to visualize the sync progress and timestamp for last sync.
  • Enhanced synchronization strategy - incremental syncs adding only newly created contacts instead of full contact synchronization.
  • Contacts are now synced automatically every 24h. In the case of iOS devices this will happen once the app is opened. For Android, contacts will be synced unless certain OS optimizations are triggered, for example, if battery optimization is enabled it will only sync when the app is opened.
  • Customers can now also manually trigger a contact sync if they wish to instead of waiting for the daily sync to happen (eg: new contacts are created and can be quickly added to be matched in case of an incoming call).
  • For iOS users no need to access the Contact list any more to trigger contact syncing. This removes the risk of CallerId not working if that page hasn’t been accessed within 30 days.

Feedback Submissions Tagging

What is it?

We are excited to launch the public beta for Feedback Submissions Tagging.

Feedback Submissions Tagging allows you to easily categorise your customer feedback so that you can identify the common themes and act on them to address your customers' concerns.

Why does it matter?

Feedback from your customers enables you to understand your customers deeply and take necessary action to strengthen your customer relationship. While collecting customer feedback is the first step towards improving your offerings and growing your business, identifying common patterns and themes in your customer feedback is actually the key part of surfacing the actionable insights, share that within your team and the relevant stakeholders to address those issues.

Until now, in order to identify these feedback patterns, you have to export the feedback submissions, read through the feedback comments, and add a self-defined category or theme in your preferred tools such as google sheets or excel. However, you don’t have an easy way to collate the feedback data across your surveys and keep a live track of your feedback categories.

With the new tagging feature, you can now create and manage your categories/themes for feedback comments right from within your HubSpot portal. Once you have created your tags, you can apply up to 10 tags to each feedback comment. You can build your own views in the feedback tool using tags as filters. This will also allow you to create lists based on specific tags and you can use those lists to follow up with your customers to address their concerns.

AI Assistant: Blog Post Generator

What is it?

A new AI blog post generator tool designed to bust blank page syndrome, get rid of SEO scaries, and help you get started with blogging. With this tool, you'll be able to plan and draft full high-quality, SEO-optimized blog posts that resonate with your target audience.

Powered by ChatGPT (and keyword data from Semrush for Pro+ customers), this tool makes it easy to generate full blog posts. Simply enter a description of a broad topic you are interested in getting more ideas about, and HubSpot will provide more specific ideas and blog titles that may resonate with your audience. We will show SEO data for the titles and their target keywords in Marketing and CMS Professional and Enterpries portals to indicate how popular they are on Google and how hard to rank for to help you maximize results.

This AI Assistant boasts an intuitive interface, making blogging easy and approachable, even if you're just getting started with SEO or content creation. Whether you're looking to drive more traffic to your website, improve your search engine rankings, or establish yourself as a thought leader in your industry, this tool can give you a running start.

Why does it matter?

With the increasing volume of online content being created every day, it can be difficult to stand out and capture the attention of your target audience. What's more-- long-form content creation can be a daunting task, as it is both time-consuming to write and to come up with ideas and talking points for your post.

This tool aims to accomplish a few things:

• Help content creators save time on getting started with blog posts
• Act as a brainstorming tool and help overcome writer's block by providing fresh ideas
• Make it easier to select content ideas that have a higher chance of performing and resonating with your target audience

The tool's value lies in its ability to provide relevant and data-driven content ideas, helping you overcome writer's block, make informed decisions, and ultimately drive more traffic to your website.

Associate Records of the Same Object Type

What is it?

Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.

Why does it matter?

Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.

New Shopify Integration with Orders and Cart Objects Powered by Data Sync

What is it?

The new Shopify integration is now available to you in private beta in HubSpot’s App Marketplace. Powered by data sync, the two-way syncing engine behind Operations Hub, this integration offers:

• One-way Order sync from Shopify to HubSpot
• One-way abandoned checkouts sync from Shopify to HubSpot
• Two-way contact sync
• Two-way product sync
• Advanced sync settings
• Sync insights including: in sync, failing, and excluded

With this new integration, your marketing team can manage ecommerce data more efficiently in HubSpot and run effective marketing campaigns that yield conversion.

Why does it matter?

The current Shopify integration syncs Shopify orders and checkouts into the Deals object on HubSpot. The underlying data model is not built for representing ecommerce data and building ecommerce marketing workflows and reports using deals-based properties can be inconvenient. With the new Orders and Cart objects, the new integration has a data model built to represent ecommerce data, making it easier to build powerful marketing campaigns and reports.

The new integration powered by data sync has two-way syncing for contacts and products, so you can be sure that both HubSpot and Shopify data are up-to-date. Plus, you can get insight into syncing errors and utilize sync settings to ensure syncing is working as you’d like.

U.K. Local Numbers

What is it?

Now you can easily acquire local phone numbers for the United Kingdom. This feature is part of our continuous efforts to broaden our global outreach and deliver comprehensive calling features.

Why does it matter?

HubSpot launched phone number acquisition for the United Kingdom in 2021. This release only included the ability to acquire a mobile number for this country. By offering local numbers in the U.K., we empower you to establish a stronger local presence, improve communication with prospects and customers, and ultimately enhance your CRM strategies.

Admin 'Default' Views in the 'Add View' Modal

What is it?

There is currently functionality to set the default views that new users see in their portal when they first log in and use a given object Index page. This feature builds upon this existing functionality, expanding the reach of 'Admin Default' views from 'new users' to 'all users'. Now, all users can see admin defined default views via the 'Add view' modal with one click.🕺🏾

Before this update, existing users were stuck searching for admin selected views in the 'All views' page. There was also no easy way for admins to keep users in the loop as they made changes to the default view selections; adding or removing views from their selected set.

By adding a dedicated column to the 'Add View' modal titled 'Admin Promoted', admins will be able to direct all teammates to a single place to find recommended views -- saving time for admins and end users alike.

We also snuck in a few tweaks with this release:

• You'll notice that 'Standard' views have been re-labeled to 'Hubspot Provided''
• If users find they don't use a column in the 'Add View' modal much, or ever, they can now collapse that column to focus on the columns they care about.

For example, here's how the modal would look for those who opt to collapse the 'Hubspot Provided' column in the 'Add View' modal.

Why does it matter?

Allow admins to 'promote' views, which makes the views selected in the 'Default views' tool available to all users with one click to the 'Add view' icon.

Marketing Single Send API

What is it?

The Marketing Single Send API will enable customers to integrate externally hosted data with marketing emails designed and maintained directly in HubSpot.

Why does it matter?

This API provides customers the flexibility to manage their data anywhere while also incorporating it into their marketing emails.

Calling as a channel in Inbox

What is it?

Calling is now a channel in the Inbox. You can now connect a HubSpot-provided phone number to your Inbox, and route inbound calls to a group of reps. Once connected, Inbound calls will ring up to 10 available users at a time, and create a new thread in the connected inbox.

Why does it matter?

This new feature expands the Inbox's omni-channel capability and adds calling to the mix. It offers teams a number of benefits including:

• Increased efficiency: Inbound calls will ring up to 10 reps at a time. You can share context in threads, configure working hours, custom voice mail messages, and easily switch channels, resolving conversations faster.
• Improved Caller experience: By providing a single number to call, this feature will streamline the caller experience and make it easier for them to get the help they need.

Collaboration sidebar in the Social tool

What is it?

The Collaboration sidebar is now part of the Social tool.

Customers can now comment on individual draft Social posts within HubSpot, create tasks for themselves or colleagues and view their Marketing Calendar all while editing a Social post.

Why does it matter?

Up until now, there were no options to collaborate and work directly with colleagues inside the Social tool.

Customers had to rely on external sources like e-mail or Slack to ask colleagues to review draft Social posts and provide feedback on the required changes. These external conversations meant that the context was quickly lost.

Adding the collaboration sidebar into the Social tool allows these conversations to happen seamlessly within HubSpot while holding all relevant context easily accessible when needed.