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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.
1. Learn with HubSpot Academy in Copilot
What is it?
Copilot by Breeze AI now has a Learn with HubSpot Academy prompt, allowing users to receive answers and content recommendations powered by our catalog of over 6000 videos of HubSpot Academy content. This allows you to ask Academy for help anywhere in the HubSpot software. You will now see the prompt under the "HubSpot how-to" section of Copilot prompts.
Why does it matter?
Learn with HubSpot Academy allows you to search our catalog of Academy content and recommends a video based on your question, allowing you to find answers to HubSpot as fast as possible.
2. Configure Activity Association Defaults
What is it?
Within activity settings, admins can configure the default logic for logging activities on contacts, companies, deals, tickets, and custom objects records. They can set default logging rules based on where the activity is originally logged (e.g. contact record), the activity type (e.g. task), and the associated records to log the activity (e.g. log to primary company).
Why does it matter?
This new functionality gives admins increased flexibility and control over default logging activities. With a configurable logic, admins can address their unique business needs and enable the most relevant activities to show up on records. This also saves reps’ time manually adjusting for the logic that exists today.
3. Progress Bar in the new Forms tool
What is it?
A progress bar provides visual feedback, showing users how far they've come and how much remains. This reduces perceived effort, keeps users motivated, and encourages them to complete the form, ultimately improving form completion rates.
Why does it matter?
Website visitors often abandon lengthy forms due to uncertainty about how much is left to complete. Without a clear sense of progress, forms can feel overwhelming, leading to higher drop-off rates.
4. Indicate the meeting duration when logging and editing a meeting on iOS
What is it?
When logging or editing a meeting, users will be able to indicate the meeting duration by selecting from provided options.
Why does it matter?
When logging a meeting on mobile, users would like to indicate the meeting duration the way they can on web.
5. Renewal Center Redesign
What is it?
The renewal center has been revamped with a new design, providing a comprehensive overview of your renewal process.
Why does it matter?
The old renewal center was causing friction and was unclear when it came to understanding renewal terms. The old renewal center was missing important information such as: changes, savings, and the ability to compare the different quotes with each other. This made it hard to get a clear and complete picture of your renewals.
By replacing the components of the renewal center, the experience becomes consistent with the rest of the checkout process. This redesign will provide you with a clear understanding of your renewal.
6. Stay Engaged with HubSpot Academy Picture-in-Picture
What is it?
Take multitasking to a whole new level with our new Picture-in-Picture (PiP) functionality. You can now seamlessly follow along Academy content, whether they are courses, lessons, or on-the-go videos while actively using the HubSpot software.
With Picture-in-Picture mode, the video pops into a small, resizable window that stays on top of your screen. You can continue watching the video on any tab you navigate in your browser. This way, you can continue watching important instructions or inspiration in real time while you work, without having to switch tabs or lose focus on the task at hand.
Why does it matter?
Some benefits we've heard from customers like you are:
Effortless Multitasking: Follow video guides or on-the-go tutorials while staying productive in our interface.
Stay Focused: No toggling between Academy and the HubSpot software---keep the video visible while performing actions in real time
Customizable View: Adjust the PiP window to your preferred size and position it anywhere on the screen for maximum convenience.
Boost Your Efficiency: Learning new features become easy as you learn as you go. You can watch product updates, walkthroughs, and demos without interrupting your workflow
7. Associations and Dissociations of Lists via Marketing Events API
What is it?
This enhancement introduces a new set of endpoints within the Marketing Events API that allow developers to directly associate and dissociate lists of contacts with marketing events (ME) in HubSpot. This feature aims to simplify event management for partners and improve the efficiency of tracking and segmenting event participants.
Why does it matter?
This enables developers with marketing solutions to easily associate and dissociate contact lists with ME. This functionality is crucial for developers who need to manage and segment contacts based on their participation in marketing events. This allows for facilitating more effective event management and targeted marketing campaigns.
8. WhatsApp Pricing Change - Free Service Messaging
What is it?
Starting November 1st, Service conversations will no longer count towards your WhatsApp usage limit.
Service conversations are any conversations started by your recipients. Marketing, Utility, and Authentication conversations will still count towards your limit.Additionally, HubSpot will continue to provide the first 1,000 Marketing, Utility, or Authentication WhatsApp conversations per month for free.
Examples of template types:
- Utility based: Related to a transaction i.e. billing statement
- Auth based: Providing users with a one time password authentication message
- Service based: When a customer initiates the first message
- Marketing based: Promotional or product related messaging
Why does it matter?
For customers using the HubSpot WhatsApp tool in Marketing Hub.
9. Manage Field-Level Permissions during Property Creation
What is it?
You will now be able to manage access to properties within the property creation flow.
Why does it matter?
This is an enhancement to the property management experience that will make it easier to provision access while creating or editing a property.
10. Associate Campaigns to Forms in the new Forms tool
What is it?
Associating forms with campaigns provides a holistic view of how marketing efforts drive results, enhances data-driven decision-making, and improves the ability to optimize campaigns for better performance.
To associate a Forms with a Campaign in the new Forms tool you can select a form from the File dropdown.
Or select a Campaign from Settings.
Why does it matter?
By associating forms with campaigns, users can directly attribute form submissions to specific marketing efforts. This allows for detailed performance tracking, making it easier to understand the effectiveness of each campaign and optimise for better results.
11. View updates scheduled to release to your account
What is it?
Admins now have access to the Scheduled for release tab, which shows a calendar and table view of the upcoming product release schedule and enables admins to stay aware of future product updates.
Why does it matter?
By adding a dedicated tab with a calendar and table view of upcoming releases, admins can prepare for updates and get better visibility into new functionality.
12. Pivot tables in Journey Analytics
What is it?
Pivot tables makes it easier to organise large amounts of data, which makes it a perfect table format for Journey Analytics. It will be easier to tell exactly which step someone took from one stage to the next, regardless of whether or not you are using optional stages or multiple steps in a stage.
Why does it matter?
We've redesigned the Customer Journey Analytics table. Moving forward, all Customer Journey Analytics tables will be pre-organised for you as a pivot table to make it easier to analyse each stage's performance.
13. Boost Your IVR: Add Submenus and Reporting Insights
What is it?
We're excited to introduce new advancements in IVR functionality, including submenus, reporting, and a list view. Previously, our IVR system supported only a primary layer of call routing without offering insights into how calls were being directed. With these new improvements, users can now implement multiple levels of routing, starting with a primary menu, and adding submenus to guide callers more accurately to the right teams or reps.
For example, a HubSpot Travel Company could set up the following IVR:
- Primary Menu:
- Press 1 for Room Reservations
- Press 2 for Event Booking
- Press 3 for Customer Support
- Submenu for Room Reservations:
- Press 1 for New Reservations
- Press 2 for Existing Reservations
- Press 3 for Group Bookings
This approach streamlines call routing, improves the customer experience, and makes it easier to manage the IVR through the list view while leveraging data insights from the reporting view.
Why does it matter?
Submenus in IVR systems help businesses route callers more efficiently, ensuring customers reach the right team or rep with ease. Additionally, the new reporting tool provides visibility into IVR routing data, empowering teams to make data-driven decisions that enhance customer interactions and optimise operations. The new list view feature simplifies IVR management and editing, making it easier to keep your IVR clear and concise.
14. Log Microsoft Teams phone calls in HubSpot
What is it?
If you use Microsoft Teams Phone as your telephony solution, you can now automatically log phone calls to the relevant HubSpot records. You can also enable additional functionality like click-to-call from HubSpot and be routed to HubSpot contact pages when you receive inbound calls in Teams.
Why does it matter?
Previously, you had to manually log Microsoft Teams phone call activity on HubSpot contact records, which was inefficient and lead to gaps in activity timelines. Also, you couldn't initiate Teams phone calls from HubSpot or be routed to HubSpot contact pages when receiving an inbound call in Microsoft Teams Phone, which caused a lot of back and forth. Now, your team can work much more efficiently and ensure critical activities like phone calls are automatically captured in HubSpot.
15. iOS Mobile App
What is it?
Exciting News for Connect.com users on the Go! Introducing the Connect.com Mobile iOS App—a new way for you to connect, learn, and grow wherever you are. With many of the top features from Connect.com already built in, and more exciting updates on the way, this app ensures you stay engaged and productive while on the move.
Benefits:
- Profile
- Highlight your work experience and HubSpot skills on your professional profile using real HubSpot data and verified certification
- Communities
- Join communities filled with passionate professionals eager to share insights and collaborate for success
- Messages
- Message your connections privately with 1:1 Messaging
Why does it matter?
In today's fast-paced world, where we're always on the go and mobile devices are an integral part of our daily lives, it's no surprise that most people access social networks through their phones. At Connect.com, we aim to provide the same seamless experience, empowering professionals to connect, learn, and grow effortlessly—right from their mobile devices.
16. Repurpose PDFs, Audio Files, and Video Files with Content Remix
What is it?
This functionality creates new sets of starting content options inside content remix. Previously, you could begin a remix from a page or blog post in your portal, an external URL, or text you provided. With this functionality, you can now select files from your file manager or upload new files to use as your source content, including PDFs, audio files, images, and video files.
Why does it matter?
Plenty of organisations have valuable assets — whitepapers, reports, interviews, webinar recordings, and more—living in their file managers as PDFs, audio files, and video recordings. Even though a lot of work goes into creating these assets, they're often underutilised. Now, they can be repurposed into diverse content types via AI in content remix to support all of your organisation's content marketing efforts.
17. Portal level unsubscribe link setting
What is it?
Admins can now control if unsubscribe links are used in 1:1 emails for all users.
Why does it matter?
Adding unsubscribe links to 1:1 email is a deliverability best practice, and often a business decision for an entire company. Previously, every user in a portal had control over whether to turn on this setting for themselves. This made enforcing best practices and company policy difficult for administrators. Now, administrators can decide if they 1) want every user to have the same setting and 2) if that setting is to use unsubscribe links or not.
18. Admins Editing Filters for "Unowned" Index Views
What is it?
In the past, admins could only change filters or columns in views they created. With this update, admins can now change and save either filters or columns across any view.
Why does it matter?
Now, admins have more control over the CRM and can save updates as needed.
19. Ability to filter Audit Logs by Team
What is it?
An update to the 'Modified by' filter on Audit Logs to include teams in addition to users.
Why does it matter?
Admins can now filter audit logs by team, allowing them to review team-level activity such as logins.
20. Improvements to the Twilio Segment app for HubSpot
What is it?
The Twilio Segment app for HubSpot now allows you to seamlessly create and update properties through custom objects and custom events in HubSpot. Support has also been added for sensitive properties through custom objects.
Why does it matter?
Before, syncing Twilio Segment data to HubSpot custom objects and custom events required you to first define and create existing properties in HubSpot. This manual process could take hours and often lead to data inaccuracies, making it difficult to sync this type of data. Also, the app did not support syncing sensitive properties to HubSpot, which limited certain industries from managing all customer data in HubSpot.
Now, syncing data to custom objects and custom events is a seamless process. From Twilio Segment’s configuration panel, you can select which data to sync, define and create new properties that will populate in HubSpot, and associate data to other companies or deals, all from one view. You can also sync data to sensitive properties, allowing organisations to sync and leverage contextual information for more personalised marketing. This allows organisations in more industries, like those in healthcare and financial services, get the most out of their HubSpot account.
21. Billing for Subscriptions Enhancements
What is it?
There are new features available when Billing for Subscriptions in HubSpot:
- Support for multi-year recurring billing frequencies (2,3,4,5 year)
- The ability to decide if invoice emails should be sent to customers on each billing date
- Support for selecting the TaxID to display on Invoices
- UI enhancement to more easily open the invoice sidebar instead of the invoice PDF
Why does it matter?
Manage recurring billing and customer renewals through Commerce Hub Subscriptions. Customers can use Subscriptions to automatically collect recurring payments and manage recurring billing.
22. Dnd Areas in Custom Email Templates
What is it?
Dnd Areas in Custom Email Templates allows customers to avail of drag and drop modules in the Marketing Email Editor when using a custom coded email template. Content creators now have enough flexibility to make simple changes without requiring a developer for small coding tweaks.
Why does it matter?
Previously when a content creator created a Marketing Email using a custom coded template, they could only use a set of predefined modules in the template layout that were predefined by their developer. This initial layout set the precedent for how emails using this template might look. Dnd Areas in Custom Email Templates allows developers to create custom coded templates while also providing areas in the template that Marketers can drag and drop modules of their choosing into. This change grants content creators more flexibility to make simple changes to their Marketing Email in the Editor without requiring a developer for small coding tweaks.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Mobile Lead Summary Pipeline Widget [iOS only]
What is it?
The Lead Pipeline Widget in the HubSpot mobile app lets sales representatives see their leads pipeline from the app's homepage. This feature shows a summary of the leads assigned to a rep. It highlights the number of leads at each stage and tracks changes in the number of new leads added since the last day.
Users can tap on each stage to access a more detailed view of the corresponding lead stage queue. Sales reps can also see the total number of leads in the pipeline at the top of the widget. They can also access a link to the mobile leads management page.
Why does it matter?
Prior to the introduction of this feature, mobile sales representatives faced challenges in efficiently managing their prospecting work through the HubSpot app. Without a quick and clear overview, reps often struggle to determine whether they needed to focus on creating new pipeline opportunities.
Additionally, identifying which lead stages required immediate attention to qualify more leads was cumbersome and time-consuming. The new feature on the HubSpot mobile app homepage addresses these issues by enabling sales reps to instantly assess two critical aspects of their prospecting efforts: 1) whether there is a need to generate new leads and 2) which lead stages should be prioritised to enhance lead qualification.
This enhancement significantly improves the efficiency and effectiveness of sales representatives' workflow.
2. Store a payment method for future charges with Commerce Hub
What is it?
Merchants lose revenue and deals when they must ask buyers to re-enter their payment method for additional transactions, even if the buyer has already consented to having their payment method stored and being charged according to a contract. This means the buyer becomes a blocker to a merchant’s revenue path after closing a deal.
We are introducing functionality for a Commerce Hub merchant to require that their customers consent to save their payment method at Checkout for future charges, which should boost conversion rates and increase revenue.
We currently support saving credit card and ACH payment details, and we only support charging a stored payment method through Invoices.
We use multiple layers of security to protect sensitive payment information, and our payments tool is built using Stripe's API to manage the secure collection and transmission of payment data. Your buyer's payment credentials are encrypted and tokenized by Stripe to help ensure that unauthorized parties do not gain access to sensitive payment information.
Why does it matter?
Storing a payment method for future charges allows Commerce Hub merchants to charge their customers without asking them to complete an online checkout, streamlining their revenue collection process.
3. Ticket Splitting in Help Desk
What is it?
Ticket splitting is now in public beta. 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 customers a way to handle reopened support 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 organised. Ticket splitting is part of a longer term effort to improve ticket reopening behaviour in help desk, serving as the first step in tackling this larger problem space.
4. Automated email reminders for invoices
What is it?
Automated email reminders enable Commerce merchants to easily set up email reminders to be sent to their customers who have an open invoice. The reminders can be schedule to be sent before, on, or after the due date, ensuring timely payments and reducing the hassle of manually tracking and following up. This feature is currently available to users who are enrolled in payments.
Why does it matter?
This feature is for merchants who have sent HubSpot invoices to their customer, and the customer has not yet paid their invoice. Instead of manually tracking and following up with customers, merchants can set up automated email reminders that are scheduled to be sent before, on, or after the invoice due date. The email reminds the customer to pay their outstanding invoice.
5. Custom Personalisation Tokens in Automated Marketing Emails
What is it?
Custom workflow tokens in automated emails allows you to create hyper-personalised marketing email content by leveraging any data that's available in or created by a workflow. This can include enrolled record data, associated record data or run time data such as information retrieved from a third party system via integrator actions.
Why does it matter?
Workflows allow customers to access data from many places, including from around the CRM or the data a workflow produces as it runs. However until now, this data could only be used in a limited set of actions. Marketing emails sent from workflows had no way to leverage this data and were limited to only the personalisation tokens available in the email editor. With the introduction of custom tokens, any and all workflow data can be used for personalisation in marketing emails sent by that workflow.
6. Mobile Chat SDK
What is it?
The Mobile Chat SDK allows you to integrate HubSpot chat into any iOS or Android app, providing fast, efficient, and empathetic in-app customer support. With the Mobile Chat SDK, you can:
- Easily integrate HubSpot chat into any iOS or Android app with minimal coding to deliver a support experience that feels contextual and native to your app.
- Offer an in-app self-service experience by integrating customer agents, the knowledge base, bots, and other powerful HubSpot tools into the chat.
- Configure and customize your app's chatflow using the same familiar interface.
- Capture essential customer information to resolve issues more efficiently.
Learn more about the SDK through our knowledge base article here.
7. Data Entry Suggestions
What is it?
Now users receive data entry suggestions, which significantly reduces the burden of manual data entry. By using AI to analyze activity data such as notes, we suggest information to fill property records, which users can accept or reject.
Why does it matter?
With AI-powered data entry suggestions, reps spend less time on data entry, improve data hygiene within their CRM, and enjoy an easy-to-use CRM experience. This automation empowers reps to shift time from typing on their keyboard to talking to customers or other important daily activities. We have enabled a review step where reps accept or reject data entry suggestions, which helps organizations avoid typos and enjoy more reliable datasets for analysis and reporting. Lastly, the suggestions are embedded into your workflow, which makes for a more user-friendly experience.
8. URL Personalisation Token Support in Email
What is it?
The URL Personalisation Token Support in Marketing Email rollout allows users to easily add personalisation tokens as the link in buttons and images in your Marketing Email, increasing the relevance of your email content, your conversion rates, all while saving you time and effort.
Why does it matter?
Oftentimes unique and personalised URLs are stored in properties on contact and other records in your HubSpot CRM. This rollout allows users to easily add personalisation tokens as the link in buttons and images in your Marketing Email, increasing the relevance of your email content, your conversion rates, all while saving you time and effort.
9. Custom maximum score - Lead Scoring
What is it?
Previously, lead scores were limited to a maximum of 100 points. With the introduction of the custom max score feature, you can now set your own maximum score, allowing you to increase it to as high as 500, tailored to your specific business needs.
Why does it matter?
Marketers need scoring to accurately reflect their internal processes, how leads interact with marketing content, and how well they fit the ideal customer profile. Previously, all scores were capped at 100 points, meaning that if you had an existing scoring strategy that assigned more than 100 points you had to revise your entire approach to fit the 100-point cap. Now, with custom maximum scores, you can set your own custom score caps, allowing you to maintain your current qualification thresholds and better align your scoring models with your business needs.
10. Marketing events data now available in custom report builder
What is it?
You can now incorporate data from the marketing events object into HubSpot's custom report builder. This means you can create detailed and customized reports, combining marketing event data with other HubSpot data for comprehensive insights.
Why does it matter?
Previously, reporting capabilities for marketing events could be limited because HubSpot's custom report builder didn't support the marketing events object. Now, the custom report builder supports marketing events object, so marketers and event managers can seamlessly analyse and report on the performance and engagement of their marketing events.
11. Edit Record action to replace Copy Property, Set Property and Clear Property actions in Workflows
What is it?
Users can click “Edit Record” in order to copy, set, and clear property actions thereby reducing the number of actions required. To help make the transition easier, the new “Edit Record” action will appear in action search results when you search for the terms "copy property," "set property" or "clear property."
Why does it matter?
This change reduces the number of actions required in the action panel, which keeps the panel organised and manageable. Users also have more flexibility with their actions. For example, it's now possible to use data variables to set drop down properties dynamically, instead of only being able to set them to a specific value. Another example of enhanced flexibility is the ability to select multiple values to copy to a single object property.
12. UI Extensions: Charts UI component
This feature is a part of the private beta for UI extensions for the marketplace. Make sure you are eligible and enrolled into this beta (as a super admin).
What is it?
Today's world is a data-driven one. You need to be able to analyse trends in data to make decisions. That's why we're working on a Chart component to help developers visualise their external data in the form of line and bar charts.
- Here are the docs for LineChart and BarChart.
- Here is a general overview of Charts.
- Dive in with our YouTube tutorial to set up charts
- Here is a sample to get started with these Charts. Asset for Figma has been added too.
This provides value in multiple ways:
- It gives the ability to view/display data from non-HubSpot data sources.
- It helps with tracking metrics and can lead to better data-driven decisions.
- Charts allow for quicker insights from large sets of data.
- Charts will make app cards a more visual experience.
Initially, we will focus on the most commonly requested charts: line and bar. Developers can connect an external data source and have it visualised with certain customisable properties within the UIE custom cards.
Why does it matter?
Decision makers want insights that they can present quickly and effectively. As we continue to solve for your complex needs, we understand the value of data visualisation. Currently, we don’t have capabilities to let the user create a chart from external data. We only allow for a Single Object report (CrmReport component), which allows limited visualisations of HubSpot specific data.
Common use cases include:
- App card showing the historical trend of a property
- Page views / web interaction over time
- Tracking portal health, sessions, new contacts, active users over time
- Tracking partner activity
13. Default From address for CRM Email
What is it?
You can now specify which of your connected email addresses is the Default From Address when composing new emails from CRM records.
Why does it matter?
You may have multiple emails connected to HubSpot, but regularly use the same one when sending emails from the CRM. Having to constantly change the correct From address adds extra clicks that add up the more emails you send.
14. Conditional formatting in table visualizations within custom reporting
What is it?
Users can apply conditional formatting to tables using the custom report builder or the single object builder. This enables users to format cells based on specific conditions to highlight patterns and trends in data, make certain cells easier to find, or analyse data at a glance.
Why does it matter?
With conditional formatting, users produce impactful table reports that highlight important data and help viewers develop actionable insights quickly. You can visualise different types of data and format information based on a high, low, or midpoint of a number, currency, percentage, or duration.
15. Connect HubSpot tickets to Microsoft Teams and sync replies
What is it?
You can now connect HubSpot's help desk tool to Microsoft Teams, so you can collaboratively resolve tickets with your team. Now you can:
- Configure the types of tickets sent to a connected Microsoft Teams channel
- Send qualifying new tickets to all connected channels
- Sync threaded replies from Microsoft Teams and ticket comments in HubSpot, including at-mentions
- Enable quick actions from the ticket in Microsoft Teams, like updating ticket properties
Why does it matter?
Ticket resolution is often a collaborative effort and this collaboration often takes in place in tools like Microsoft Teams. Support teams want real-time connectedness and collaboration with other internal stakeholders to resolve tickets quickly and efficiently.
Previously, the only way to send ticket-based notifications to a specific Microsoft Teams channel was via a ticket-based workflow in HubSpot, but you couldn't sync internal comments and threaded Teams replies or action the tickets from Microsoft Teams, which hampered collaboration.
Now, you can easily configure a connection between HubSpot's help desk tool and Microsoft Teams with informative, out-of-the-box notifications about new tickets to specific channels (without needing to set up workflows), an embedded action to update tickets from Teams, and the ability to sync ticket comments with MS Teams threads replies for better collaboration and better customer service.You can configure your Microsoft Teams and help desk connection by navigating to help desk settings in HubSpot or to the Microsoft Teams integration settings page. From there, navigate to the Communications tab, then select the Help Desk tab. There, you can connect Teams channels and specify which tickets you'd like sent to those channels based on any selectable default or custom property.By clicking "Add Sync," you can select the Teams channel you want to connect along with the criteria tickets should meet in order to be sent to the connected channel.
16. Team Email respects team Never Log list
What is it?
HubSpot offers a feature to "Exclude recipients from CRM email logging" where super admins can maintain a "never log" list. Until now, this exclusion has only applied to personal/individual email accounts connected to HubSpot. Customers have wanted the 'never log' list to also apply to team-based (i.e. Conversations Inbox or Help Desk) email accounts. They are often confused that the exclusions apply to some email accounts but not others.
Now, the team Never Log list (but not a user's personal Never Log list) applies to all Team Email connected channels.
Why does it matter?
Customers can exclude logging timeline activities for certain email recipients for their team-based email accounts.
17. Content Scaffolding in Custom Templates
What is it?
Content scaffolding gives you control over how generative AI tools add content to your templates. It lets you custom-define the template schema, specifying how different sections of the template should be used and what types of content they should contain.
Why does it matter?
Content scaffolding allows you to define sections within your content templates that can house AI-generated content. This lets tools like content remix know how to construct content like landing and website pages so that the generated content matches the template's layout. As a result, you can use AI to generate page and email content that matches your organisations' branding—without having to copy and paste content.
18.
Use Meeting Rotations in scheduling pages for weighted and even distribution
What is it?
When creating a round robin scheduling page, add a Meeting Rotation instead of individual users in order to automatically update rotation members and utilise advanced rotation logic. Rotation options include even distribution and weighted distribution.
Why does it matter?
Instead of prioritising showing the most availability on a scheduling page before assigning a meeting, round robin scheduling pages will now offer the option of distributing the meeting assignments evenly between rotation members or assigning meetings based on a weighted rotation.
This way, teams can choose to give onboarding reps fewer meetings, assign the most meetings to the best sales reps, or give every rep an equal number of meetings.
Using a meeting rotation to populate your scheduling page members can save time. Round-robin members can be populated based on a team or a group of individuals through a meeting rotation. When any changes are made to the Meeting Rotation, those changes are reflected in all scheduling pages that use that meeting rotation. This means that you can automatically have the rotation updated when members are added or removed from a team.
19. 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.
20. 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.
21. Convert Active to Static Lists
What is it?
The ability to select when any active list will automatically be converted to a static list.
Why does it matter?
Managing a growing number of lists can be difficult. Once an active list meets your campaign needs, you may no longer need that list to continually evaluate new records that meet its criteria.
22. Campaign API
What is it?
Overview
The Campaign APIs are designed for customers, developers, and app partners to effectively create, manage, and analyse marketing campaigns and assets.
This includes the CRUD and Batch API, the Asset API, and the Metrics API. Operations involving direct manipulation or analysis of marketing assets, beyond their association with campaigns, are not covered by these APIs.
API Descriptions
CRUD and Batch API: This API provides extensive campaign management capabilities. Users can create new campaigns, retrieve existing ones, update campaign details, and delete campaigns as needed. The update functionality allows for partial modifications, affecting only the specified properties and ignoring unused and read-only properties. Additionally, batch processes are supported to handle multiple campaign operations in a single request, enhancing operational efficiency.
Asset API: This API allows users to list, add, or remove all assets associated with a campaign.
Metrics API: The Metrics API will provide access to critical campaign performance metrics, such as Contacts, Sessions, revenue attribution, budget and spend insights, to aid in strategic decision-making and performance evaluation.
Why does it matter?
Create and Manage (CRUD Campaigns): This use case caters to app partners in our marketplace who need to integrate campaign management capabilities into their applications. These APIs enable developers to provide functionalities for creating, updating, and deleting campaigns directly within their app, as well as retrieving lists of campaigns for management purposes.
- Retrieving and displaying a list of existing campaigns.
- Creating and managing campaigns directly within third-party applications.
- Retrieving marketing assets with newly created or existing campaigns.
Data Integration Service: This use case is for customers and developers who require automated integration of campaign data into external data warehouses. It allow for the retrieval of campaign metrics, allowing for real-time analytics and decision-making in conjunction with other business intelligence data.
- Automated extraction and loading of campaign data into external data warehouses.
23. Receive Inbound Calls via Calling Apps in HubSpot
What is it?
HubSpot has continued to advance the capabilities of our Calling SDK. Calling app partners can continue to build incoming call features in their app and make it accessible to customers right in their HubSpot account.
Why does it matter?
Previously, Inbound calling was not available for calling apps in HubSpot. Customers had to navigate between the calling app software and HubSpot, creating a siloed workflow for calling activities. Customers can now harness the full potential of calling in one place. With the newly updated dialer pop-up, they can receive inbound calls and seamlessly manage their calling experience directly with their calling app provider, all within HubSpot.
24. Contact Search for Outbound Dialer
What is it?
The outbound dialer now has a search field. Search by name, email, phone number, or company name, and instantly dial.
Why does it matter?
This update to the dialer offers a new, faster way to make outbound calls in HubSpot.
25. Content Personalisation API
What is it?
The Content Personalization API allows web developers to fetch data about a user, such as their name, user agent, IP, location, contact lists, lifecycle stage and any other CRM contact or company attributes. It could be used to put a user’s name on the page or build functionality equivalent to Smart Content.
Why does it matter?
AI-powered search is decreasing overall web traffic and increasing the importance of content optimisation. One tactic to improve conversion rates is personalisation. However, personalisation can come at the expense of site speed, which increases bounce rate and decreases conversion rate.
This API will allow developers to personalise their content, without preventing a page from prerendering. Prerendering improves page load speeds and security. For more information about prerendering, see our documentation.
26. Display Relative Time from 'today' for Date and Datetime Properties
What is it?
You will now be able to display the relative time since or until ‘today’ in the Smart CRM, for date and datetime properties.
Why does it matter?
Information about when something happened relative to today is important for many use cases in the CRM - specifically, “how long until?” and “how much time since?”.
For example:
- How long has it been since sales/support last responded to a customer?
- How many days until the deadline for this contract to be signed?
- How many days has it been since an appointment was scheduled?
Now, you will be able to easily visualise this information using your existing date and datetime properties.
27. Update to behaviour on preference page for subscription types with a "not specified" status
What is it?
We have updated the behavior to the Preference page so that only "subscribed" subscription types will show as 'ticked' on the Preference Page; subscription types that have "not specified" status will be 'unticked'.
Why does it matter?
This change reduces confusion for contacts by ensuring they only see the subscription types they are actively subscribed to when managing their preferences.
