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Welcome to our HubSpot Product Spotlight for September. 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. Store HIPAA data in HubSpot Smart CRM
What is it?
With this update, organisations that are HIPAA covered entities or business associates and need a business associate agreement (BAA), can store personal, protected health information (PHI) in HubSpot and operate their portal in compliance with HIPAA regulations.
Why does it matter?
HubSpot can support customers who store HIPAA data by providing the tools and technical infrastructure designed to keep sensitive health information safe. Enterprise Customers can store data subject to HIPAA in HubSpot and use it to provide better sales and service by enabling them to:
- Track their contacts' lifecycle.
- Group their contacts in different ways.
- Automate their business processes.
- Get a more complete view of their contacts.
2. Sample reports in Journey Analytics
What is it?
Sample reports offers you a new starting point when building reports with HubSpot's Journey Analytics.
Not only will you be provided already built reports based on the questions you are trying to answer, but you will also be able to see how these reports are set up, so that you can further customise the report to reflect your business needs.
Why does it matter?
Before sample reports, you had to create every aspect of your journey report from scratch. This included selecting each event per step, each step per stage, which filters you wanted to use, and which properties you wanted to break down -- it could be really time-consuming to get the full value from Journey Analytics.
Now with sample reports, you'll be able to sort through common questions other customers use Journey Analytics to answer. Every single aspect of the report will be pre-configured for you so that you can not only run the report and have an answer, but you'll also be able to make further tweaks to the sample report to ensure it reflects how your business operates.
This new addition to Journey Analytics will not only make it easier to get started, but these sample reports also serve as a template to show you how you can create your own reports and fully maximise the value of this app.
3. Introducing App Cards Powered by UI Extensions in the App Marketplace
What is it?
HubSpot are introducing app cards, flexible surfaces that give you a custom way to display, sync, and action data between HubSpot and your third-party tools. App cards replace classic CRM cards with richer app experiences without leaving HubSpot.
Apps with app cards are also featured in a collection that extends beyond the App Marketplace and into HubSpot, embedded where this type of customisation is most relevant and instantly available. Apps in this collection include:
- Arrows – win more deals and onboard customers faster
- DealHub – manage deals end-to-end with a unified and agile CPQ platform
- Dusk FSM – power field service teams to deliver exceptional customer experiences
- event•hapily – manage events right inside HubSpot
- Fathom AI Notetaker – create and sync meeting summaries instantly with contacts and deals
- FlashCTA – customise HubSpot with actionable buttons
- Hippo Video – add videos to HubSpot emails, landing pages, and sequences
- PandaDoc – create, track, and execute sales proposals and contracts inside HubSpot
- PartnerStack Network Connect – manage referrals more easily between sales teams
- QuotaPath – manage, forecast, and track commissions directly in HubSpot
- RevOps – a modern and scalable deal desk platform for HubSpot
- Sendoso – a smart gifting platform to delight customers and increase win rates
- StopWatch – intuitive time tracking, managed entirely within HubSpot
- Survicate – run a variety of survey types integrated with HubSpot
Why does it matter?
App cards allow you to get more from your other tools. Extend the power of HubSpot to connect your teams, apps, and data, so they work better together.
Customise with app cards to dynamically match your unique business needs. Save time, reduce context-switching, and work where you're most comfortable – in HubSpot.
Empower your team. Meet them where they are with actionable, centralised, and contextual insights that unlock better productivity, decisions-making, and organisational growth.
4. Datasets moving to Operations Hub Professional and the Professional Platform
What is it?
HubSpot are expanding access to datasets, HubSpot's data prep and curation tool!
- Customisable datasets will now be available in Operations Hub Professional
- A limited number of templated, non-customisable datasets will be available for all Professional and Enterprise Hubs
Why does it matter?
Datasets is a powerful data curation tool that help customers do two primary things…
1. Transform and prep data for more powerful reporting: you can use formulas, calculations and functions to manipulate your data and present it in a more useful way for reporting.
2. Create templates or “starting points” for reports for your teams: reporting can be complex! Creating datasets gives your end users a streamlined starting point for building custom reports, instead of them having to start from scratch and locate the right properties, apply filters, and then build their visualisation.
By repackaging datasets into Operations Professional and the Professional Platform, we're helping even more customers unlock those two benefits.
With templated datasets in the Professional Platform, all Pro customers are now able to use templated datasets to help improve their reporting experience. So while datasets without Operations Hub aren’t quite as customisable or powerful, they’ll still help users transform, prep and segment their data a little more easily!
5. API Limit Increase & Capacity Pack Changes
What is it?
HubSpot are increasing their API limits for Pro+ customers. With this work they aim to make the customer platform more reliable and scalable – allowing customers to integrate data better and get better performance.
Daily call limits:
- Free & Starter: 250k (no change)
- Pro: 500k --> 650k
- Enterprise: 500k --> 1M
- Capacity Pack: 1M total --> additional +1 million calls on top of the base subscription limit.
Burst limits - # of requests per 10 seconds:
- Free & Starter: 100 requests per 10 seconds (no change)
- Pro: 150 requests per 10 seconds --> 190 per 10 seconds
- Enterprise: 150 requests per 10 seconds --> 190 per 10 seconds
CRM Search API:
- 4 requests per second per authentication token --> 5 requests per second per authentication token
- 100 records per page request --> 200 records per page request
Dev Burst (public app):
- 100 per 10 seconds --> 110 per 10 seconds
Associations API will keep the previous limits:
- Daily:
- Pro: 500k
- Enterprise: 500k
- Capacity Pack: 1M total
- Burst:
- Free / Starter: 100 requests per 10 seconds
- Pro: 150 per 10 seconds
- Ent: 150 per 10 seconds
- Capacity Pack: 200 per 10 seconds
Why does it matter?
Five years have passed since HubSpot's last API limit update, and much has changes. The HubSpot Customer Platform has become more flexible and extensible for developers and app partners, featuring new API endpoints and sandbox environments. The HubSpot App Marketplace has experienced significant growth, now offering over 1,500 app integrations and a higher number of active installations.
As a result, they have noticed a rise in the number of users with large data and integration requirements. In order to better serve customers and meet their expanding needs, they have chosen to increase the API limits for both new and existing Pro+ customers.
6. AI-Generated Ticket Summaries in Help Desk
What is it?
This update introduces a "Ticket summary" card, which can be viewed on the help desk sidebar. The "Ticket summary" card is powered by Breeze Copilot and displays an AI-generated summary of the ticket's conversation history.
Why does it matter?
Seamless handoffs are critical for maintaining a high-quality support experience—when handoffs don't go smoothly, the result can be friction and frustration for customers. While it's often a frequent and important task, handing off a support ticket from one team member to another can be challenging, especially for tickets with a long history and lots of back-and-forth communication. With AI-generated ticket summaries, team members can quickly get up to speed on a ticket, making it easier for them to respond to customers without missing a beat.
7. Essential Apps for Marketers (Content Hub & Marketing Hub)
What is it?
An updated collection of essential apps for marketers is now available in the HubSpot App Marketplace, highlighting recommended apps for Content Hub and Marketing Hub.
Check out the apps just added to the list:
- Adobe Express: Make stunning images and marketing assets directly in HubSpot
- Amplitude: Elevate your personalization strategies by enriching your CRM data with product usage insights
- Asana: Collaborate with your team & manage campaign to-dos
- HeyGen: Create AI-generated videos from your blog posts in just a few clicks
- Microsoft Teams: Host webinars and sync data to HubSpot’s marketing events object
- Microsoft Clarity: Sync sessions recordings to HubSpot
- OneSignal: Reach customers w/ mobile & web push notifications
- Twilio Segment: Centralise and enhance customer data, so you can deliver timely, relevant, and personalised campaigns.
- Wistia: Create videos and sync leads from videos to HubSpot
Why does it matter?
A connected tech stack is a must for marketers. When paired with Marketing Hub and Content Hub, these featured apps help marketing teams build an audience with breakthrough content, generate leads, and convert customers with deep personalisation and strategic reporting.
8. Mobile Sales Home
What is it?
HubSpot are launching a new Sales home that will become the starting point for all sales reps and managers activity in the HubSpot mobile app. This homepage tailors users needs based on their role and Sales Hub seat assignment. The new Sales Home caters to sales reps and managers needs, helping them achieve their goals:
- Helping mobile sales reps identify key actions to generate pipeline and/or close deals.
- Helping mobile sales managers review their team performance, and gain insights into their business.
Why does it matter?
Sales Reps should now be able to achieve the following from their Sales Home:
- Context - easily and effortlessly continue their work from mobile.
- Priority - quickly decide what to do next to help meet their targets.
- Engage - increased productivity by quickly taking action and engaging with their customers.
By providing Reps and Managers with the right information, at the right time, HubSpot are creating a productive space where they will repeatedly return to Sales Home to action their tasks.
HubSpot has redesigned their sales experience for Sales reps and Managers to navigate the homepage in two distinct ways: one group knows exactly what activity they want to do and looks for the quickest path to complete it (e.g., create a contact or review a deal’s latest email), and for these users, we have provided tools to help them take the fastest possible route to take action (eg: top and bottom navigation bar).
The other group prefers to search and find their next most impactful activity, and they support these users by gathering together urgent topics they need to be aware of and act on (e.g.: new assigned leads, a rapidly dropping deal score, or an underperforming team member). HubSpot ensure's they are informed about new information needed to keep hitting their targets, for example, what is the next most important lead/deal guided action as well as sharing the latest team performance metrics.
9. Quick actions card
What is it?
The quick actions card is customisable and allows admins to give users easy access to specific actions such as adding a note, creating a task, making a new association.
Why does it matter?
Quick actions cards enable reps to work faster and quickly take next steps. Moreover, reps save time and achieve more by completing their daily work – updating properties, capturing notes, creating deals, etc. – all in one place.
10. Easier collaboration with ChatSpot in CTAs
What is it?
ChatSpot is now powered by collaborate mode and works within CTAs. This new functionality allows you to interact conversationally with AI to write and edit text within your CTAs. Previously, you were limited to the options in the dropdown menu, but now you can draft and edit text with open-ended prompts directly within ChatSpot.
Why does it matter?
Collaborate mode provides a more interactive and flexible CTA creation and editing experience. It saves you time by allowing you to generate and refine text directly within the CTA app, without requiring a switch to external AI tools or starting to draft your CTA manually from scratch.
11. AI Assistant | Suggested next actions post call
What is it?
This update expands on existing call summaries and provides a snapshot of suggested next steps for a rep to take after a call has ended based on the context of the conversation.
Examples of suggested actions include:
- Book a meeting
- Send a follow-up email
Additionally, Reps can use the new "Ask a question" button to launch ChatSpot and ask follow-up questions about their calls.
Why does it matter?
Reps have a ton on their plate. They field dozens of calls a day, each with a unique set of subsequent tasks that need to be recorded and actioned. This process can be time consuming and repetitive. That's where AI-generated recommended next actions and follow-up questions come in.
12. New AI writing tools in Conversations Inbox and Help Desk: proofreading, shortcut commands, regenerating, and more!
What is it?
HubSpot are thrilled to introduce new AI writing tools for the Conversations Inbox composer, now available across all channels! This update supercharges your workflow with time-saving AI shortcuts, a new popover modal for better control over generated responses, a new Proofreading feature, and an improved Summarise feature for quickly digesting long conversations—all designed to help you respond faster and with greater ease.
Why does it matter?
Responding to customer inquiries quickly and effectively is more important than ever, but crafting responses can be time-consuming without the right tools. With this update, HubSpot have made it easier to draft, proofread, and summarise messages—so you can deliver high-quality, personalised customer support in less time.
13. Set up notifications for disconnected apps
What is it?
You can now set up notifications for disconnected apps. You can configure the notifications for certain apps, plus choose when and who to notify.
Why does it matter?
Occasionally, your HubSpot apps can get disconnected due to a change outside of HubSpot, like a password change with the connected tool, for example. Previously, there was no way to get notified about this and you would have to check the Connected Apps page in HubSpot to see if an app got disconnected.
Now, you can set up notifications to certain team members if certain apps become disconnected. You can rest assured that your HubSpot apps are connected without having to manually check because you know the right people will get notified if a disconnection does happen. Ultimately, this helps you cut down on noise and get your apps quickly connected again.
14. Property date tracker
What is it?
The property date tracker shows the progress of date-based properties as a middle column card.
Why does it matter?
This card helps users quickly track upcoming deadlines and determine necessary actions. Users more easily assess progress against deadlines based on the start date, end date, and current date for activities such as contract renewals.
15. New order- and cart-based workflow templates available
Three new order- and cart-based workflow templates are now available in the workflow template library:
- Ecommerce welcome workflow
- Abandoned cart workflow
- Re-engagement workflow
Why does it matter?
If you're using HubSpot's orders and carts objects, you can now set up workflows using these out-of-the-box workflow templates to provide your ecommerce customers a seamless customer experience.
16. Display label for custom enumeration properties
What is it?
HubSpot are making a change to the Quotes tool to use custom enumeration property (external) labels rather than internal values.
When creating a customised quote template, HubSpot support's the addition of personalisation tokens, which show data from an object associated with the quote. Previously, for any custom enumeration property, the final quote would show the internal value associated with a given enumeration type property.
HubSpot are making a change to show the label value on the newly published quote, instead of the internal value. Only custom properties on newly published quotes are impacted. Existing published quotes will not be impacted.
Although they're changing which value is displayed by default, they've added more flexibility and ways to control which value is displayed. They have created a new JSON node with both the internal value and the external label. While this won't be accessible within the UI, it will give developers access to both the internal values and external labels, accommodating those using either type.
Additionally, they are ungating a HubL function that unlocks a workaround to replace the label with the internal value where necessary.
With these changes, users have 3 options on how to handle custom enumeration properties in quotes:
1) Use new default of showing external label.
2) Developers can use the ungated HubL function to replace the label with the internal value.
3) Developers can use the new JSON node to choose to display either the label or internal value.
Why does it matter?
Newly published quotes will show the label name instead of the internal value for custom enumeration properties.
17. Associated Record Labels for Objects in CRM Index Page Filters
What is it?
Users can now choose association labels for associated records while creating filters on the index page.
Why does it matter?
Previously, there was no way for users to see and understand how their records were associated with one another when they filtered on CRM index pages. The filters did not explicitly show the association label, or the direction being referred to when a label is selected, which could lead to errors downstream!
Filters on index pages now provide much more information about associations between records, and allow users to leverage that information when applying filters to pages.
18. Updated Quote Setup Wizard Order
What is it?
Updated Quote Setup Order is a minor redesign to allow users to first enter necessary data for a quote before selecting the quote template. The specific difference is moving the Details Step to later in the setup wizard and renaming the Details Step "Template & Details" to be more specific.
Why does it matter?
Previously, the Details Step, where users select a quote template, set an expiration date, and add comments, in the quote setup wizard was early in the flow, before any real data was entered. Now, the Details Step (renamed "Template & Details") will occur after all necessary data is entered, rendering a more accurate preview.
19. Inline editing on Association tables
What is it?
Association tables on the record page's middle column now support inline editing.
Why does it matter?
Previously, if a user wanted to edit associated records, they would need to navigate multiple record pages. With this update, users work within a single location and save time.
20. Workflow Generation Now Available via ChatSpot
What is it?
With workflow generation now in ChatSpot, we're making it easier than ever to start saving time and increasing your impact using automation.
Why does it matter?
The workflows tool has AI assistants to help build certain parts of a workflow with speed and ease, but sometimes you know exactly what you want from the start and would prefer to create an entire workflow from just a couple sentences.
With the introduction of workflow generation in ChatSpot, you can now create an entire workflow that includes both triggers and actions from natural language. You don't even need to be in the workflows app, you can do this from anywhere in HubSpot from ChatSpot.
21. Make outbound calls using the Calling icon in the navigation
What is it?
You can now make outbound calls using the calling remote. Simply enter the recipient's phone number, and click dial.
Why does it matter?
Until now, users needed to initiate outbound calls from fixed locations in the CRM. (e.x. record pages) This new dialer offers a new, faster way to make outbound calls in HubSpot.
22. Translations in the New Forms Editor
What is it?
With simple translations, you can set the default language for your form. Error messages, field labels for default properties, help text, placeholder text, and default values will be translated automatically.
With AI Translations, you can automatically translate all your form content including help text, placeholder text, default values, custom field labels, rich text and consent text. And re-translate any new content that’s been added to your form.
Why does it matter?
Create a translation of any of your HubSpot forms and translate all form fields and values into your chosen language.
23. Navigation UI Update
What is it?
Enhancements to the global navigation UI to boost efficiency and ease of use by:
- reducing clicks
- decreasing mouse movement
- adjusting the sensitivity to open less easily by mistake
Why does it matter?
These enhancements streamline navigation by reducing unnecessary actions, minimising effort, and preventing accidental triggers, resulting in a smoother, more intuitive user experience. This leads to increased efficiency and user satisfaction.
24. Make outbound calls using the Calling icon in the navigation
What is it?
Users who are assigned to the same calling channel in Inbox or Help Desk can now transfer inbound calls to one another.
Why does it matter?
- After answering an Inbound Call to a Help Desk, or Inbox Connected number, place the caller on hold.
- Once the call is on hold, click "transfer". You'll see a list of other reps assigned to the same calling channel.
- Select a rep who is currently set as "available". Please note: The user's device ringing should be set to Ring in HubSpot to receive inbound calls in the HubSpot browser.
- Once selected, a transfer call will be initiated. Connecting the user to the selected rep.
- When ready, the initiating rep can hang up the call. The transfer recipient can now take the customer off of hold and resume the conversation.
Please note: Transfers are only available for inbound calls, and for users assigned to the same HubSpot phone number.
25. Index Settings Tab
What is it?
You can now navigate to the Index Page setup options from the Settings pages. The new tab will house the following options for each object page:
- Customize 'All Views':
- Where you can manage existing views, see how they are shared, and what filters are included
- Customize default views:
- Where you can set up the views that your team sees when they first join HubSpot, so new teammates can hit the ground running
- Deal Insights Toggle: (Deal Object Only)
- Can turn the Deal Insights Card off or on across all Deal Index views for your team
Why does it matter?
The setup experience for the Index Pages requires an Admin to break their flow and visit the page vs completing setup in the Settings pages like they can for other pages. This update adds a tab to Settings to make setup easier and page management more consistent.
26. Contacts API - Upsert by Email
What is it?
HubSpot's Contacts API now supports upserts by email properties.
Behavior:
- The Contacts API upsert endpoint will create a new record when an existing record with the supplied email value does not exist.
- The upsert endpoint will update existing records when a record with the supplied email value already exists in the CRM
- We have added a "new" field to the response body of all upsert requests (inclusive of all supported CrmObject APIs), which indicates whether an upsert resulted in the creation (new: true) or update (new: false) of a record
Why does it matter?
HubSpot's new upsert feature reduces the risk of users creating undesired duplicate records. In addition, these new endpoints consolidate create and update operations into a single API request. With upsert endpoints, HubSpot users no longer have to perform lookups to check whether a record already exists in the CRM before submitting requests, making it easier to sync and manage your data.
27. Workflows Conversion Reporting
What is it?
The workflow editor now shows conversion and performance data to help customers understand each part of their workflows. This data is visualised directly on each workflow's diagram. Customers are now empowered with data to optimise their automation strategies and improve business outcomes using this new insight into the effectiveness and impact of every part of their workflows.
Why does it matter?
Customers can now see conversion and performance on the workflow diagram in the workflow editor. This data includes:
- The total enrollment count
- What percentage of enrollments reached each end point
- For any branch action, what percentage continued along each branch path
- For each action, the count of un-enrolments due to that action
28. Hidden Fields in the New Forms Editor
What is it?
You can use a hidden form field to pass a value into a property without requiring contacts to fill in the corresponding form field.
Why does it matter?
When a contact submits a Request a quote form, you may want them to automatically have a Status of Open. You can use a hidden field to set a value of Open on the Status contact property without the contact explicitly filling out that form field.
When using hidden form fields, please note the following:
- If the Make this field required option is toggled on for your form field, this field cannot be set as hidden.
- If the Pre-populate fields with known values option is toggled on for your form, the specified value for your hidden form field may be overwritten depending on the property's field type.
- If you are populating fields using query parameters, and you provide invalid values e.g. while using CRM Property Validation, visitors may be unable to submit the form.
29. Limits Tracking Tab
What is it?
The Limits Tracking tab is a single tab for admins to track all of their data configuration and usage limits. They'll be able to see limits for the following:
- Records per object type (contacts, companies, deals, tickets, custom objects, invoices and marketing events)
- Custom Object Definitions
- Custom Property Definitions
- Calculated Property Definitions
- Association Labels
- Associations per record
Where appropriate, customers will see in-context upgrade points related to limits and usage.
Why does it matter?
Without proactive and accurate understanding of their usage and limits, customers are either blindsided by hitting a limit or worse, experience data loss. We’ve started to alert admins as certain records cross usage thresholds e.g. when a record reaches 80% and 100% of its association limit, but there was no central place to see and track these limits. The Limits Tracking tab allows admins to visualise and understand their limits and usage in real-time from a single location, and proactively manage their portal, configuration, and data.
30. Unsubscribe links on by default for new portals
What is it?
As of September 4, all newly created portals will have unsubscribe links in 1:1 emails turned on by default.
This behaviour uses the new Portal level unsubscribe link setting, which is currently rolling out. All net new portals have been ungated for this setting.
Why does it matter?
Adding unsubscribe links to emails is a deliverability best practice. Previously, this was an opt-in setting in HubSpot, which made it easy to miss as part of onboarding. New portals will now be set up for success automatically, rather than discovering this as a remediation step after suffering the consequences of not following industry standards.
31. Embedding Forms in the CMS
What is it?
Forms built in the new Forms Editor can now be embedded in the CMS.
Why does it matter?
Forms are the lifeblood of our customers' lead gen efforts, and embedding them in the CMS means they can use those forms to generate leads on their Hubspot websites and landing pages.
32. Better Quality AI-Generated Images
What is it?
HubSpot's AI Image Generator will now produce better images, even faster than before.
Why does it matter?
Marketers and content creators are using AI to generate images more than ever – but sometimes, the quality of images produced by AI were not up to their customers' expected standards. HubSpot has taken that feedback to heart, and they've made improvements to their AI Image Generator, so that the quality of images produced are better.
33. Data Quality Demo Mode
What is it?
Introducing the Data Quality Demo Mode in HubSpot. You can now take a guided tour through your data management tools, including data monitoring, duplicate management, formatting issue detection, and property insights.
Why does it matter?
Your HubSpot account has a lot of useful features — it can be hard to keep track. This new interactive walkthrough helps you understand the data quality tools in HubSpot quickly and easily, so you can use them to clean and curate your data.
34. Turn-off email notifications from the footer
What is it?
You can now turn-off unwanted email notifications from the email's footer, without going to the notifications preferences page.
Why does it matter?
You receive numerous notifications, many of which are irrelevant to you. Oftentimes, you lack the time to visit the notification preferences page to find and disable specific notifications, and sometimes you are unaware this page exists. Allowing you to contextually disable unwanted notifications will simplify this process for you.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
1. Boost Support Team Efficiency with Reply Recommendations in Help Desk
What is it?
Introducing Reply Recommendations in Help Desk, an AI-driven tool designed to help service reps respond faster across all channels, except WhatsApp. Reply Recommendations automatically suggest responses based on content from your knowledge base. Now, with citations, agents can easily verify and reference the sources used in the reply.
Why does it matter?
Support teams are always juggling multiple tasks, and drafting thoughtful, personable responses can be time-consuming. Reply Recommendations reduce the effort of crafting a reply for repetitive inquiries by suggesting tailored replies based on the conversation and available content source. Providing citations helps build trust with customers by backing up responses with credible information. This means less time drafting and more time focusing on what matters most—customer satisfaction.
2. Breeze Intelligence
What is it?
Now in public beta is Breeze Intelligence -- a new HubSpot product that gives you the ability to enrich company and contact records, understand buyer intent based on website visits, and perform form shortening all within HubSpot. HubSpot.
Breeze Intelligence puts the latest context on your contacts and companies right at your fingertips. Enrich your contact and company records with precise, standardised data that your team needs to successfully go-to-market. With over 40+ firmographic, demographic, and technographic attributes across contacts and companies that are continually refreshed, the breadth and depth of the data offered through Breeze Intelligence has what you need to keep your CRM fresh.
Why does it matter?
You’re using multiple tools just to be able to keep up with the shifting data needs in today's landscape. Buying a stack of traditional third party data providers can leave you with a mess of tangled databases that are difficult to manage and even harder to decipher which is most up-to-date. It's flooding the CRM, creating duplicate data, and making it harder to effectively target and drive revenue.
With Breeze Intelligence, you get the confidence that the entire customer platform is running on one of the most unified and powerful commercial datasets in the market. The result is a more effective and efficient go-to-market that keeps your business growing.
Traditional third party software is pricey, difficult to use, hard to manage, and disconnected. Breeze Intelligence from HubSpot is easy - simple and intuitive, and available right within HubSpot; fast - with one-click data enrichment and quick time to value; and unified - seamlessly connecting first and third party data with the Smart CRM and engagement hubs.
3. Messaging Insights
What is it?
Messaging insights will help our marketers with quick, informative insights and actionable recommendations to improve their marketing email strategy. With these new insights:
- Marketers will understand when there has been marketing email performance deviation so that they can be informed, and take action based on surfaced insights.
- Marketers will understand when there has been either a positive increase, or decrease in their email marketing performance so that they can learn and make and adjustments as part of their email marketing strategy.
Why does it matter?
Finding the time to deeply understand messaging insights can be difficult, and knowing what actions to take next for your messaging strategy can be challenging. HubSpot can now save our users time, by proactively detecting and surfacing messaging insights and recommendations.
4. Store highly sensitive data in HubSpot Smart CRM
What is it?
HubSpot Super Admins can now create highly sensitive properties, which are custom properties designed to store highly sensitive information, such as Social Security Numbers (SSN) or full bank account numbers. Highly sensitive data properties have click-to-decrypt functionality, specific access restrictions, and are protected by an extra layer of platform encryption.
Why does it matter?
By adding the ability to store highly sensitive data in HubSpot Smart CRM, we are empowering organizations to fuel their go-to-market engine with a more complete and unified customer profile. Provided they have the right permissions, sales, marketing, and service teams alike can now safely view, store, and use this sensitive customer data to deliver more personalised, delightful customer experiences.
5. Marketing Analytics Suite in Public Beta
What is it?
Marketing Analytics Suite is HubSpot's first dedicated solution designed to streamline key marketing metrics and reports into one place.
The Marketing Analytics Suite consolidates all of your channels into distinct sections:
- [Enterprise only] Advanced reporting: Provides premade multi-touch attribution model reporting templates and premade customer journey analytics templates
- Channel performance: Dive into Ad, Lead capture, and Marketing Email effectiveness
- Web traffic analysis: Evaluate web traffic metrics and gauge the success of your website content
- Contact insights: Gain insight into the origin and characteristics of contacts your team generated through marketing efforts
Why does it matter?
Marketing hub provides multiple channels to engage leads and customers. Across all of these channels, HubSpot already offers tons of out of the box metrics and reports to help you understand what's working.
Marketing Analytics Suite simplifies all of this by providing a curated space that combines all of these metrics from to make it easier to understand what is working and what isn't working. Additionally, each report has a uniform 'interface,' making it easier for users to navigate from one report to another.
Each report offers lightweight editing and descriptions on how to use the report. You can also save any of these reports to a dashboard so that you can add it alongside any custom reports you and your team have created.
6. The Analytics Suite: HubSpot's best practice, ready-made reports
What is it?
The Analytics suite is the place where you can get insights using ready-made reports based on best practices. It provides clear starting points for sales, marketing, and service. With easy-to-understand reports, the Analytics suite makes it simpler to discover insights for your business, helping users make smart decisions and encouraging a culture of data-driven thinking.
Why does it matter?
The Analytics Suite makes it simple to see how things are going in sales, marketing, and service. It clearly presents information to show what's working well and what needs attention. The pages have a consistent layout, making it easy for users to navigate and understand the data. Additionally, the suite offers tips on how to get the most out of the reports. Users can save these reports to dashboards to view all their data in one place.
7. Recommended Product Updates
What is it?
Customers can now view a list of product updates curated based on their team's usage of HubSpot.
Why does it matter?
With over 800 product updates published in the last year, this functionality enables customers to identify the most relevant and impactful updates to their work. These recommendations help admins find updates that will have the greatest impact on their users and configurations, and effectively manage change within their organisation.
8. Marketing SMS Short Codes
What is it?
HubSpot are very excited to be adding Short Codes to their supported SMS number types at HubSpot.
Short Codes are 5-6 digit numbers that are designed for high throughput messaging needs. There is no concept of trust score (which give varied throughput velocity by brand) and allow more consistent throughput or messages per second (MPS), unlimited message volume, and the lowest amount of carrier filtering.
Short Codes are great for promotional messaging, especially ones that need to be delivered in a certain timeframe, like a flash sale or limited time offer. Outside of promotional messaging other use cases include alerts or emergency notifications.
Why does it matter?
US customers can now use Short Code numbers to scale their SMS capabilities and send higher volume campaigns with better deliverability and faster messaging throughput. Short Codes are well suited for critical, high volume campaigns.
9. Sequences API
What is it?
Users want to be able to enrol customers into HubSpot Sequences from within third-party tools. Previously, there was no way to pull sequences into third-party platforms. But now with the Sequences API, partners and developers can build integrations that access HubSpot Sequences externally.
Why does it matter?
Users might enrol customers into a sequence from data or information in a tool outside of HubSpot. Previously, users would have to bounce between these different systems, wasting time and money. Now with the Sequences API, partners and developers can make sequences available right within the systems that customers are using.
10. Meetings API
What is it?
Partners and developers want the ability to pull meeting links into third-party tools, so that customers can easily access the links without jumping between systems. This will save users time and allow meeting links to be shared more often in cross-collaborative tools.
Why does it matter?
Users love HubSpot meeting links, but they aren't always using tools in HubSpot where they need to access those links. Today, there is no way to access HubSpot meeting links right within a third-party tool. Instead, users need to jump between systems.
With the Meetings API, partners and developers can build the ability to access HubSpot meeting links from right within different third-party tools.
11. AI-Powered File & Image Search
What is it?
Finding files and images previously used in your content is now easier than ever. HubSpot will analyse your public files using AI and automatically generate descriptions and keyword tags for each. You can then search using natural language and locate matching files based on their contents.
Why does it matter?
Users upload various files and images to HubSpot for use in their content, but finding and reusing them can be difficult with HubSpot’s existing tools.
12. Subscription "Rules": define what different contacts should see on their Preference Page
What is it?
You can now specify what subscription types your different contacts should see on their Preference Page.
Why does it matter?
Instead of a preference page experience with all your subscription types visible, you can now choose specific subscription types to be shown only to certain contact segments.
Use cases can include:
- internal (employee) vs external (customer) content
- freemium vs paid user content
- leads vs customers vs partners content
- regional-based content
- ABM
- etc.
13. Create reports from CRM index pages
What is it?
Create pre-built reports from contact, companies, deals, and tickets index pages and save them for future use. These reports will automatically apply filters and property columns, which users can customise based on their needs.Why does it matter?
Previously, users needed to build reports from scratch, which took time and effort. Today, creating reports from index pages helps users quickly and easily analyze data and gather insights from their CRM. For example, a user browsing the contacts index page can see the total number of contacts in a particular segment or review the average deal size by all deal owners in a click. These reports also serve as a foundation to quickly build upon, in case you need to customise your report by adding properties or additional filters.
14. Chat Widget Updates – UI Refresh, Embedded KB Articles, Interactive Chat Launcher
What is it?
We're excited to announce a set of major improvements to the chat widget, including a UI refresh, embedded knowledge base articles, and an interactive chat launcher.
Why does it matter?
UI Refresh: HubSpot refreshed the chat widget's UI to match the modern, professional aesthetics of our customers' brands, ensuring that the widget not only performs powerfully but also looks the part.
Embedded Knowledge Base Articles: Visitors can now access and read knowledge base articles directly within the widget. In the coming months, you'll see even deeper KB integrations, including a fully embedded knowledge base library and a more intuitive search experience.
Interactive Chat Launcher: Visitors can now initiate conversations directly from the chat launcher without having to first open the widget. (Please note that this experience is currently only available for Customer Agents.)
15. Case studies content type
What is it?
Showcase your most compelling client success stories to help close deals and capture leads. The new case studies content type operates similarly to other content types in HubSpot like blog or landing pages, and allows you to:
- Internally manage both draft and published case studies
- Edit case studies in a WYSIWYG editor
- Publish an easy-to-use case studies library on your website that can be filtered by industry or products & services
- (With opt-in to content agent beta) Use AI to process all of your case study note files, Zoom interviews transcripts, and videos and consolidate them into a ready-to-go draft
Why does it matter?
Create and manage informative, visually stunning case studies for your website.
16. AI Predictive Trendlines
What is it?
You can now use AI to help predict future data trends in Reporting.
Why does it matter?
Knowing the direction data is trending in helps make better decisions. With this update, you'll be able to leverage AI-driven predictions within reports to make it easier than ever to spot trends and forecast outcomes directly within your Reporting workflow.
17. Anomaly Detection on Reports
What is it?
You can now use AI to help identify anomalous data points in HubSpot Reporting.
Why does it matter?
Identifying irregularities in your data is crucial for making informed decisions. To make this process easier, we're introducing AI-powered anomaly detection in HubSpot reporting.
This new feature allows you to quickly detect unexpected data points in your reports using the same interface and filters you're already familiar with, making it easier than ever to surface issues and take action.
18. Merges with Property Control in Duplicate Management Tool
What is it?
You can now select which properties will be retained on the final record when merging duplicate records, giving you unprecedented control over your data consolidation process.
Why does it matter?
This feature enhances HubSpot's commitment to data quality and user empowerment. As businesses grow, managing duplicate records becomes increasingly complex. By providing granular control over property selection during merges, this new tool allows users to maintain data integrity with precision. It offers the flexibility to tailor the merge process to specific business needs, ensuring that every data consolidation aligns perfectly with your organisation's data management strategy.
19. Mobile AI-powered Guided Actions
What is it?
Mobile sales reps can now maximise building pipeline and closing deals when on-the-go thanks to HubSpot’s guided actions. Reps can now get suggested actions at their fingertips, no matter where they are. They can use them to increase productivity and reach quota.
Why does it matter?
Either because key signals are missed out or because they lack the guidance of what to do next to maximise their sales output, sellers are many times left to make decisions based on intuition and not on key facts. Having to deal with tenths of leads and deals at the same time is a complicated job. It takes a long time to look at each lead or deal closely to get the right information to decide which one to work on next. HubSpot guided actions now do the hard work of looking through all open leads and deals. They find which ones need immediate attention, helping the rep stay focused when dealing with many leads and deals.
By surfacing the right actions to the HubSpot mobile homepage widget, reps can now, at a glance, check to stay on top of the most important pending work and action on it straight away wherever they are. For example, they can now be made immediately aware if any disqualified lead has shown reengagement in the last 30 days, a deal is waiting for a follow-up email reply or three past meetings are pending an outcome.
20. Customisable Quick Filters for Index Pages
What is it?
With this update, customers can add and save custom quick filters to contact, company, deal, ticket, and custom object views.
Why does it matter?
Users can save quick filters for later, which saves time and provides powerful data visibility and speedy insights.
21. AI powered Gibberish Spam Detection in form submissions
What is it?
AI-powered gibberish detection identifies incoming form submissions with gibberish data in the contact first name, last name, and message properties. We will continue to expand this list of properties in the future.
Why does it matter?
Spam Form Submissions are a pain for marketers.
One of the common types of spam is junk data entered into form fields that do not mean anything.
These junk form submissions not only pollute CRM data but also create a lot of overhead for already stretched marketing teams, but not any more.
22. Smart Content for CTAs
What is it?
You can now create Smart Content variations for CTAs directly within the new CTA editor, enabling more personalised experiences for your website visitors.
Why does it matter?
Smart Content has always been a powerful tool for tailoring user experiences throughout HubSpot. Now with the new CTA editor, you can leverage Smart Content to create and manage variations of your embedded assets and pop-up CTAs. Fine-tune the relevance of your CTAs by creating different variations for categories like Ad Source, Device Type, Language, and more.
23. Primary Campaigns data source now available in the Custom Report Builder
What is it?
You can now create custom campaign reports in HubSpot's Custom Report Builder, thanks to a new data source called 'Campaigns'.
This new Campaigns reporting functionality allows you to take your campaign reports and dashboards to a new level, making it easier to measure and report on the success of individual or multiple campaigns.
This bespoke Campaigns datasource is a combination of:
- default and custom campaign properties,
- the Campaigns 'influenced contacts' event, and,
- properties from associated asset objects
This complex data structure enables you to answer key questions in evaluating the success of your campaigns, such as:
- How do my influenced contacts move through my lifecycle stages?
- How many contacts have been influenced per campaign?
- How many companies have been influenced per campaign?
- What's my total campaign spend vs. campaign budget per campaign?
- What campaign has the highest amount of page views etc.?
- What campaign has the highest variety of channels (asset types)?
And much more.
How does it work?
All details about the new Campaigns data source, how to build reports, example report and more can be found in this knowledge base article.
24. Admins editing filters for "unowned" Index Views
What is it?
In the past, Admins could only change filters or columns in views that they have 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.25. Usability improvements for Tracking URL Builder
What is it?
With this update we're making a first pass at some small, but really important usability improvements to the core Tracking URL Builder tool, and to how Tracking URLs work inside Campaigns.
These changes include:
- Improved responsiveness of the table on the Tracking URL Builder application
- Defaulting URLs to https rather than http
- Better success and error state handling
- Tracking URLs now included in the "Add Assets" experience inside Campaigns
- Tracking URLs now included alongside other assets in the "Assets" tab of Campaigns, no longer hidden from view
- Overall better performance
Why does it matter?
Tracking URL Builder is a super useful utility helping you create shortened links with properly formatted utm parameters enabling improved source and traffic reporting. It's also a critical part of running a marketing campaign, giving you a way to track links across channels and assets built on platforms external to HubSpot.
26. LinkedIn CAPI for Lifecycle Stage Change Events
What is it?
HubSpot has expanded our integration with LinkedIn's Conversions API. The Conversions API is designed to connect your CRM data to LinkedIn which will help optimise ad targeting & strengthen performance and privacy.
Now you can send any HubSpot lifecycle stage change event data back to LinkedIn as a conversion in an easy to use integration.
Why does it matter?
With LinkedIn's Conversions API, you can connect your offline data to LinkedIn so that LinkedIn will know what happens after someone interacts with your ads. The more data you share with LinkedIn about your current customers, the better it gets at targeting new leads.
So you can see how your campaigns influenced actions taken on your website, sales completed over the phone, or leads collected in-person at an event.
Using Conversions API allows you to:
- Unlock stronger optimisation by powering your campaign with multiple types of conversion data to drive more of the actions you care about.
- Strengthen performance and privacy by driving a more efficient Cost Per Action with a reliable and secure data connection that doesn’t rely on cookie-based tracking.
- Increase data control by deciding how you share data with LinkedIn.
27. Workflow Enrolment Anomalies Identified by HubSpot AI
What is it?
HubSpot now automatically detects unusual changes to workflow enrolment rates using AI, and customers can choose to receive notifications if enrolment rates change for particular workflows.
Why does it matter?
Fluctuating enrolment rates can sometimes be a sign that a workflow needs immediate attention. Until now, in order for customers to get notified of sudden dips or spikes in workflow enrolment, they've needed to make manual calculations when configuring notification settings.
Now, with AI-powered workflow enrolment change notifications, customers can take the guesswork out of getting notified about changes that impact their business. Simply enable the feature within workflows, configure your notification settings, and let HubSpot AI do all the work.
28. Required Association Labels for Manual Record Creation
What is it?
Admins can now require an association label (any label can be applied) or require a specific label (e.g. every deal should have an associated contact with the label "primary buyer"). This functionality is available for admins configuring contact, company, deal, ticket, or custom object forms and impacts reps who are manually creating records. If an admin marks a label as required, reps will need to fill out all required information and labels to create the new record.
Why does it matter?
Association labels have become a core part of many reps' daily processes. To ensure data quality, many admins want to enforce association labels during the record creation flow. This new functionality gives admins the ability to require that any label or a specified label (e.g. Employee) be applied during the manual record creation process. This functionality also reduces the number of steps needed for reps to apply association labels to new records.
29. Lead Scoring - Contact lead score CRM card and score history
What is it?
The contact lead score CRM card and the score history panel allow marketers and salespeople to easily view a contact’s lead score, along with a detailed overview of the contact’s score history and recent activity that influenced the score, all directly on the contact record.
Why does it matter?
Effectively identifying and consistently communicating valuable leads between Marketing and Sales is crucial to the success of your scoring strategy. If Sales doesn’t understand or trust the lead scores provided by Marketing, the entire strategy can fail. Previously, you had no easy way to view a contact’s lead score on the CRM contact record or track how that score evolved over time. The new lead score contact card addresses this by giving you a clear overview of contact’s score (or scores if you’ve set up multiple lead scoring models). Additionally, we’ve included a snapshot of the latest criteria that influenced the score, enabling you to tailor your outreach. For example, if you notice they recently downloaded a case study that added 10 points to their score, you can start your email with, “I see you recently downloaded one of our case studies.”
30. Create 'Time Since' and 'Time Until' properties
What is it?
Users can now create two new types of calculated properties in their CRM:
- Time since, which displays the time past.
- Time until, which displays the time remaining.
These properties will display the time since or the time until today, another date, or datetime property.
Why does it matter?
This functionality enables CRM users to filter, report on, and sort by the time since or the time until an event. As a result, users will generate better insights from their CRM. For example, users could quickly search for
- Deals that haven’t been opened in more than three days
- Average time until my contracts expire
- Contacts who have not been engaged in the past 30 days
31. Estimated Email Size in Marketing Email Editor
What is it?
Size optimisation in Marketing Email improves engagement and conversion rates, as well as helps ensure that your email gets delivered.
With this rollout, the Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with visibility into their total email size to help reduce the impact of client clipping.
Why does it matter?
Every Marketing Email has its size, which affects the way servers and inbox providers will handle its content. The size depends both on the HTML code (tables, text, links) and graphics embedded in the email.
Large emails are more likely to encounter problems during its delivery, and HTML emails that exceed 102 KB are at risk of email providers like Gmail “clipping” your email.
With this rollout, the Estimated Size of your Marketing Email will now be surfaced in the top right of the Email Editor, providing users with more visibility into their total email size and help reduce the impact of client clipping.
32. Lead Scoring - Score Thresholds
What is it?
Lead Scoring helps marketers easily identify and prioritise their most promising leads at scale. Now we’ve made it even easier for marketers to quickly identify their best leads and categorise their scores as high, medium and low.
Why does it matter?
Effectively identifying and consistently communicating which leads are valuable across Marketing and Sales can mean make or break of your scoring strategy. Sometimes, a score can mean different things to different people - is 80 a really good score or a medium score? With the addition of thresholds you can now set the minimum amount of points to categorise your leads as High, Medium and Low. The threshold value is saved as a separate property on your CRM so you can use it in workflows, lists and view it on the contact record.
33. Expand your data model: new objects and data templates
What is it?
Expand your data model with new objects and templates that accelerate your CRM setup. See a library of new objects you can select, customise, review, and begin using immediately – plus, they all work in core HubSpot tools automatically.
Why does it matter?
Prior to this release, one of two things was true:
- Enterprise customers had to build their own custom objects, which involved time intensive cycles of building, configuring, importing, and testing before their end users could start using HubSpot; or
- Non-enterprise customers had to settle for either repurposing existing HubSpot objects or storing their data in multiple systems
With the release of the Object Library and Data Templates, we bridge this gap for admins and allow them to select and activate configurations that are tailored to their industry and its needs.
34. AI suggested tasks from comments
What is it?
Customers can now generate tasks from their comment threads inside HubSpot powered by AI.
This gives an easy and fast way to track action items and follow up on work happening as you collaborate inside HubSpot.
Why does it matter?
Customers need to juggle multiple comment threads to follow up on different requests. Without an easy way to track these requests, certain items don’t get followed up on and the whole team process is slowed down.
AI can act as a personal assistant by helping to surface the work to be done on busy comment threads and turn it into a task with a dedicated assignee and due date.
This helps marketers stay on top of their work and have visibility into what’s happening within their team.
35. Leads Summary Public Beta
What is it?
Our new Leads Summary feature is a space for admins who need to be able to view lead data, manage it all scale, and understand the performance of leads in their portal. It combines functionality similar to a standard object index page with embedded lead funnel reporting.
36. Custom Channels API
What is it?
The Custom Channels API enables developers and partners to integrate any text-based, two-way, messaging channel to HubSpot's Help Desk and Inbox workspaces.
Channels connected to HubSpot using this API will behave similarly to HubSpot's own Facebook Messenger, WhatsApp, and SMS integrations.
Example channels a developer might add are LINE, Telegram, WeChat, Viber, Apple Business Chat, something niche to a company's industry, or something entirely proprietary to a company's SaaS offering.
Why does it matter?
To provide truly omni-channel customer service, companies need to be able to connect with their customers on their preferred channels, whether those preferred channels be popular or niche. Historically, those channels were limited to the ones that HubSpot directly maintains (like Email or Live Chat). Now customers have even more choice over the communication channels the can offer to their own customers.
Custom channels look and behave like any other channel, and support teams can deliver support across all of their channels from one central help desk, backed by a 360-degree view of their data on a unified customer platform.
37. 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 are able to set default logging rules based on where the activity is originally logged (e.g. contact record), the activity type (e.g. task), and the associated records to log the activity to (e.g. log to primary company).
Why does it matter?
Currently, when a user logs an activity onto a record there is inflexible and nuanced logic that determines how activities are logged to associated records of other object types. The non-configurable logic doesn’t accommodate different business needs and sometimes causes irrelevant activities to show up on records. This new functionality will give admins flexibility and control over what they want their logging defaults to be, saving reps time manually adjusting for the logic that exists today.
38. Dynamic Sequences
What is it?
Dynamic sequences are a new type of sequence that leads with automation and creates manual task steps only for contacts who are engaging with your initial outreach.
Why does it matter?
Today, sequencing is static. Every prospect enrolled gets the same experience: the same content, over the same channels, at the same pace.
Personalised, multi-channel outreach is known to perform better, but it's time consuming and difficult to scale!
With dynamic sequences, reps can send personalised automated emails and prioritise manual outreach steps only for the contacts who are showing engagement.
This means reps are spending their time only on the contacts who are warmed up and more likely to convert!
39. Number Formatting for SMS
What is it?
Customers can now easily bulk format US based phone numbers and add +1 country code to reduce friction, help increase deliverability and see better deliverability success of their campaigns.
This is one of the leading pain points HubSpot has heard from customers since releasing SMS in 2023. Customers have been able to capture contact numbers without proper formatting and are now in a state where they cannot successfully message their contacts due to this hurdle. Numbers without formatting of country code +1 will be dropped from the send by HubSpot.
It has been next to impossible to for customers to overcome this without manually changing number properties at a contact level.
This feature will make it easy to bulk format numbers. Not only that but we added the step of opting these numbers in during the update to simplify the overall process.
Why does it matter?
A customer using SMS with a large US contact base that needs to ensure phone numbers are formatted correctly with country code before sending messages.
40. Lead Sidebar V2 (customise properties) - Sales Workspace
What is it?
As part of the new Sales Workspace, we are redesigning the leads sidebar to better suit SDRs. This new sidebar, focused entirely on leads, is complimentary to our new prospecting queues design and allows reps to custom the properties that display in the 'about this lead' section. It also helps SDRs more easily access the contact and company associated with a lead for more in-depth prospecting.
This sidebar also allows HubSpot to more easily make enhancements in the future!
Why does it matter?
Reps may have custom properties they need to view in order to work a lead. With this new sidebar, reps can customise the 'about this lead section' as best suites their experience.
41. Multiple Lead Pipelines
What is it?
HubSpot now support's multiple lead pipelines. This allows you to represent discrete qualification motions in Hubspot.
Why does it matter?
Many organisations have complex qualification processes. Multiple lead pipelines allows admins to accurately map their process to the lead object without compromising on governance or data quality.
42. Bulk update User email domains
What is it?
Admins can now update their users' email domains in bulk, which will make updating email domains easier for customers who are rebranding or going through an acquisition.
Why does it matter?
Previously admins had no way to edit a users' email domain. Admins relied on the user to log in and make these changes, which could be very painful for both the admins and the end users. With this change, a user with super admin permissions can edit email domains by going to the "Users & Teams" tab in "Settings".
43. AI Assistant for Workflow Triggers
What is it?
The AI Assistant for workflow triggers allows you to input text-based prompts and leverage AI to generate trigger criteria for workflows.
Why does it matter?
Creating workflows can be time consuming. With the AI Assistant for workflow triggers, we're making it easier to get begin building workflows. This allows front office teams to automate and streamline processes in just a couple of clicks, while maintaining full control over the outcome.
AI Assistant also decreases the learning curve for workflows, allowing teams to easily and quickly begin implementing automation in HubSpot.
Here are just a few example trigger prompts the AI assistant can interpret to help you quickly build workflow triggers:
- "Lead submits the 'Demo Request' form"
- "Deals in stage 'Needs Analysis' in the sales pipeline"
- "Company region is known and company owner is unknown"
44. Introducing the Sales Workspace
What is it?
The prospecting workspace has been reimagined as the sales workspace!
As the previous name implied, the prospecting workspace only included prospecting-related capabilities.
With the newly minted sales workspace, salespeople can now build pipeline and close deals from one place, enabling BDRs, account executives, and full-cycle sales reps to orchestrate their full funnel of sales activities in one place.
Why does it matter?
Every quota-carrying salesperson is responsible for pipeline generation in today's selling environment. For some sellers (e.g., BDRs), pipeline generation is their entire job, while for others (e.g., AEs), it's necessary to hit quota on top of their deal-closing responsibilities.
The sales workspace unifies pipeline generation and closing activities in one place, making it easy for salespeople to prioritise and execute the most impactful and relevant sales actions to hit their sales goals without needing to navigate across Sales Hub or the CRM.
45. Content assistant in HubDB rich text fields
What is it?
Marketers can now utilise the AI content assistant inside rich text cells in HubDB, enabling customers utilising HubDB to create and publish content to generate content via AI.
Why does it matter?
Similar to blog posts, website pages, knowledge articles and more, customers creating content via HubDB may wish to enhance or speed up their content through the use of generative AI.
46. AI-assisted Insights for Reports
What is it?
Introducing AI-assisted Insights for Reports built to provide quick, data-backed insights for your Reports so you spend less time interpreting and more time taking action. AI Insights for Reports enables you to get concise summaries and takeaways for your report with just one click.
Why does it matter?
In today's data-driven world, the ability to quickly interpret reports is more important than ever. By evaluating your report's configuration and data, HubSpot AI assists you in uncovering the data-backed takeaways you need to make informed decisions.
47. AI assistant to build contact lists
What is it?
With AI Assistant in Lists, simply describe the contacts you want to engage with and AI will create the right set of filters for your list.
Why does it matter?
Searching through an endless list of properties, events, and associations to create your list can be a complex and time-consuming task. Sometimes, it can even prevent you from focusing your time and energy on drafting the right message to your right audience.
The new AI assistant in lists will help you streamline this process in a couple of clicks while maintaining full control over the outcome.
48. Conditional Redirects in the new Forms Editor
What is it?
Conditional Redirects allows you to re-direct visitors to Hubspot Pages, External Pages or Meeting Scheduling Pages based on their responses and streamlines the journey from lead capture to conversion.
Why does it matter?
Marketers can smoothly guide visitors to the next logical step, whether it’s more information, a purchase, scheduling a meeting, or qualifying them out, creating a more personalised experience.
49. Youtube Publishing Support
What is it?
You will now be able to publish videos on Youtube (shorts and long form content) all within the Hubspot Social tool.
Why does it matter?
Marketers have a huge opportunity to increase engagement and reach with audiences more deeply because of Youtube's massive user base and engagement data.
The following are some way Youtube is shaping B2B marketing:
- Reach: With a massive user base, Youtube allows you to tap into a wide range of potential customers.
- Driving engagement and brand awareness: Leveraging the platforms robust capabilities, marketers can engage potential customers by categorizing and tagging their video content so that it reaches the right audience.
- SEO: Youtube videos often rank high in Google search ranking, improving your brands visibility and organic reach.
50. Display relative time from 'today' for Date and Date time properties
What is it?
You will now be able to display the relative time since or until ‘today’ in the CRM, for date and date time 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 Date time properties.
51. Customize HubSpot marketing emails with most viewed Shopify products
What is it?
The Shopify app now offers the ability to pull in the most viewed products from your Shopify store into your HubSpot marketing emails. This new option allows you to easily identify and showcase the most popular products viewed by your customers, so you can boost your ecommerce sales.
Why does it matter?
Previously, when customising marketing emails in HubSpot, you couldn't automatically pull in your most viewed products from your Shopify store, which limited your email marketing campaigns.
Now you can personalise your HubSpot marketing emails based with the most viewed products via data synced from your Shopify store, ultimately driving email engagement and boosting conversions.
52. AI assisted Lead Scoring (fit scores)
What is it?
With new AI assisted fit scoring marketers can now even more accurately identify their most promising leads by combining the power of AI with their unified data.
Why does it matter?
Marketers need scoring to accurately predict their most promising leads, whether they're ready for a sales call or require a nurturing campaign. The new Lead Scoring app offers a flexible and powerful solution to help you understand which leads are worth focusing on. However, it's not always easy to know where to start when creating a score, which data actually matters and what properties are a good indication of a lead's propensity to buy. Now thanks to the power of AI and unified data, combined with their business knowledge and human intuition, you can create even more accurate fit scores that more precisely predict which leads are most likely to convert into customers.
53. Unsummarised Dataset in Report Viewer
What is it?
You can now easily see the unsummarised Dataset behind your reports from within the Report Viewer.
This view is responsive to your filters and makes it simple to see all the record level data within your Report without needing to Edit or Export.
Why does it matter?
Accessing the record level data behind your Reports is critical to help find problems and answer questions, the unsummarised Dataset tab makes this as easy as a single click.
54. Conditional SLA Rules
What is it?
In Help desk, Admins can now create a set of conditional SLAs that will apply to new tickets from Help desk-connected channels. These conditions can be based on ticket properties and/or properties of other objects associated to tickets, allowing Admins to customise how SLAs are applied for VIP, regional, and high urgency customers.
Why does it matter?
As a B2B business, I can now set granular SLAs for the types of customers and tickets that require a faster response time versus those that do not, so my support agents can meet the needs of my customers and my business.
55. Company Health Score Builder
What is it?
Company health score is a new tool that gives customers the ability to weight properties and activities taken by contacts and roll them up to a score on the company record. This score will be recorded on the company record.
Why does it matter?
Customer success teams want to identify trends, opportunities and problems within their customer base. They have a lot of information about how their customers are engaging with their company but they don’t feel like they can use it effectively. CS teams need help aggregating and evaluating data points about individual companies in an automated way so that they can identify who is getting a lot of value and who is a potential churn risk.
56. AI assisted Lead Scoring (engagement scores)
What is it?
With AI-assisted engagement scoring, marketers can now even more accurately identify their most promising leads by combining human intuition with the power of AI. The AI model analyses past interactions of successful leads that converted, offering recommendations to build a more precise lead engagement score.
Why does it matter?
Marketers need scoring to accurately predict their most promising leads. However, it can be quite challenging to know which interactions with marketing content best predict a lead’s engagement. Often, you need to rely solely on your instinct, which can lead to bias or the overscoring of certain interactions. This new feature leverages AI to analyze past interactions of successful leads with your marketing content, providing accurate recommendations on the criteria that matter the most, alongside the suggested points value. However, the final decision on what and how to score remains with you, allowing you to make adjustments before activating the score.
57. Undo Reject in Duplicate Management Tool
What is it?
You can now undo the rejection of a surfaced duplicate pair in the Duplicate Management Tool.
Why does it matter?
With the duplicate management tool in HubSpot, you can find and resolve duplicate records in your database. When tool identifies duplicates that aren't really duplicates, you can reject those suggestions. But occasionally, you might want to revisit and reverse rejected recommendations later on. This new feature enables you to undo mistaken rejections and avoid errors, ensuring you can maintain the highest level of data accuracy for your business.
58. 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.
