Featured Update of the Month
Support Assistant
We’re excited to announce the release of content assistant for the Conversations Inbox composer in all channels! With content assistant, users can do everything from generating responses to customer inquiries to editing existing or generated text by opting to rewrite, shorten, expand, or change the tone of the text they select.
Conversations across all channels, except for WhatsApp, in active threads can also be summarized in the comment section. This feature creates a conversation summary so any inbox user can quickly get the context of a conversation without reading every message.
*available to all hubs and tiers
Marketing Hub + CMS Hub
SMS Association with Campaigns
You can now add a new asset type to your campaigns: SMS. New functionalities and a fresh design of the ‘Add assets’ modal now allow you to add all relevant asset types easier and faster - to help you build even more successful omni-channel campaigns end-to-end.
*available to Marketing Hub Pro+ users
**the new SMS tool is currently available for US-based customers only
New Module Categories Now Available in Website Editor
In the HubSpot drag-and-drop website editor, modules are now organized by functionality – categories like text, media, commerce, forms and buttons, and more. Modules are a simple way to stand out with reusable building blocks that add more custom functionality to your website, landing page, or blog.
Earlier this month, HubSpot released new standalone modules in the Template Marketplace, built by HubSpot partners and providers. While default modules are available in the editor, you can also browse the marketplace to access a more extensive catalog of modules – which, once downloaded, will also appear in your editor view. For consistency, the module categories in the Template Marketplace are the same as those in the editor.
*available to all hubs and tiers
Ad Tracking for Linkedin Carousel Ads
HubSpot can now track LinkedIn carousel ads - this means if a contact clicks on your LinkedIn carousel ad, an ad interaction will go on the contact record, allowing you to create specific email follow ups to close that lead. It also enables you to see full ROI reporting if that contact goes on to have a deal.
*available to all hubs and tiers
Ability to hide all HubSpot default modules
With this update, developers now have the ability to easily filter out all default modules at once using the “hide_all_default_modules” property. To use it, simply set “hide_all_default_modules: true” in theme.json and publish your changes.
*available to CMS Free+ users
New Growth Theme Sections
We’ve made an update to the Growth Theme with the addition of seven new sections. These sections have been carefully crafted to simplify your experience by allowing you to seamlessly drag and drop pre-designed, full-width sections directly onto your page. With options like gallery, products, services, newsletter, and about, these new sections offer unparalleled flexibility and convenience for creating stunning, user-friendly websites.
*available to all hubs and tiers
**Users need to have the Growth Set as their “active” theme to see the sections on their Website Builder
Update the Approvers in Active Approvals
Admins and the user who made the request can now update the approvers of an active approval. That’s available for portals that have turned on approvals for marketing emails, website pages, landing pages, or blog posts.
*available to Marketing Hub and CMS Hub Enterprise users only
Drag and Drop Version of the Collaboration Sidebar in Marketing Email
Following the release of the drag and drop version of the collaboration sidebar in Workflows and Dashboards, we are now adding this drag and drop version into the Marketing Email tools.
The collaboration/commenting sidebar enables marketers to quickly access a handful of useful collaboration and productivity tools across HubSpot.
However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we’re introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.
*available to Marketing Hub Pro+ users only
A New Way to Discover Featured Themes on the Template Marketplace
Exploring recommended themes on the Template Marketplace just got a whole lot easier! You can now view all featured themes on both the Template Marketplace homepage and a new page dedicated to all theme collections.
*available to all hubs and tiers
New Email Templates Available for Ecommerce
You can now access three newly updated email templates, uniquely designed for ecommerce – a welcome email, re-engagement email, and new product launch email. These templates can be accessed by all customers in the marketing email template library.
*available to all hubs and tiers
Logo Grid Default Module
HubSpot’s new default module enables customers to add logos of various dimensions in a grid format on their pages and blogs.
*available to all hubs and tiers
Sales Hub + Service Hub
Announcing the Goals Template Library
Discovering and Creating Goals is easier than ever before with the new Goals Template Library! Goals help customers enable teams and users to focus and align on the metrics that matter most to the growth of their business. With the new template library in the Goals app, you can now easily browse through the various Goals available, understand what is being measured and how, and quickly set them up with the newly optimized creation wizard, in just a few clicks.
*available to Marketing Hub Pro+, Sales Hub Starter+ and Service Hub Pro+ users
**Note: Goal templates available in the library are dependent on the Hub and Tier subscription levels
New Goals Permission
The new Goals permission allows customers to have more control over who can view and edit goals in a simple and effective way.
We have replaced the previous permissions experience, where each goal template’s permissions were governed by other apps and didn’t follow a consistent behavior. The new goals permissions will make it easy for customers to understand, define, and change goal permissions as needed.
*available to Marketing Hub Pro+, Sales Hub Starter+ and Service Hub Pro+ users
E-sign now available for Sales Hub Starter Plans
We’re introducing a packaging change by providing E-Signature to our Sales Hub Starter customers.
*available to Sales Starter+ users
Forecast Across All Pipelines
You can now manage goals and forecasts across all your pipelines.
*available to Sales and Service Hub Pro+ users
Deal Journey Analytics: A New Report for Sales Hub Enterprise
We’re adding deals to customer journey analytics. Sales Hub Enterprise customers will be able to use journey analytics to see how different deals are moving through the pipeline.
*available to Sales Enterprise users only
Ability to Pay a Quote Before Signature
Customers now have the ability to decide whether they want to allow buyers to make a payment on a quote before receiving a signature.
*available to Sales Starter+ users
Forecast Accuracy Tracking
Measure the reliability of your forecasts and the effectiveness of your forecasting process with forecast accuracy tracking. With forecast accuracy tracking, you can identify trends, patterns, and factors to improve the performance of your forecasts.
*available to Sales and Service Hub Pro+ users
Make Call Outcomes Required
Administrators now have the capability to enable a portal-wide functionality, requiring representatives to log a call outcome prior to saving outbound browser calls or logged calls within HubSpot.
Call Outcome is a property for HubSpot users to better detail the results of their calling activity. This custom property includes preset fields such as “connected,” “left voicemail,” or “wrong number,” and offers the flexibility to incorporate personalized options.
*available to Sales and Service Hub Starter+ users
Improvements to Filtering Lists by Sequence Properties
We’re adding two new properties to the Sequence enrollment filters in Lists:
- Sequence - this filter allows you to filter by a particular sequence enrollment
- Status - this filter allows you to filter by the contact’s current status in the sequence. Status options include error, finished, in progress, paused, and scheduled.
*available to Sales and Service Hub Pro+ users
Operations Hub
Access associated record data in workflows with Data Panel
The new Data Panel in workflows gives you access to more of your CRM data, which ensures your team can work quickly and effectively, to provide a delightful customer experience.
*available to all Pro+ users with workflow plans
Commerce & Payments
Easier Payment Link Creation
You can now create a payment link in less than 30 seconds. The process to create a payment link has been streamlined to make it faster and easier to sell through HubSpot.
*available to all users with Starter+ plans
**HubSpot payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
Schedule Subscription with No Upfront Payment
With this update to subscription configuration, merchants will no longer be required to collect upfront payment at checkout from their buyer.
Often times, B2B buying happens when a contract is signed. It may not entail upfront payment collection from the buyer. Previously, HubSpot merchants could only sell subscriptions that bill in the future and immediately collected the first payment from the buyer upon checkout.
*available to all users with Starter+ plans
**HubSpot payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
Write-In Taxes and Fees for Payment Links
Customers have a variety of needs around taxes and fees when it comes to accepting payments. Payment Links now support write-in order level taxes and fees.
*available to all users with Starter+ plans
**HubSpot payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
HubSpot Invoices
Customers that enroll in HubSpot payments or connect their Stripe account to HubSpot for payment processing can now create Invoices, send them to customers, and get paid. Invoices can be created from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error.
HubSpot invoices are payable via HubSpot payments (both ACH and Credit Card), but can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc).
*available to all users with Starter+ plans
**HubSpot payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
App Marketplace & Integrations
Automatic Dropdown Mapping in NetSuite Integration
You can now sync dropdown fields between HubSpot and NetSuite. This opens up a variety of use cases for marketers, who use dropdown fields to segment email campaigns, and sales teams, who use dropdown fields to assign leads and report. Want to map HubSpot lifecycle stage to a NetSuite list field? That’s now possible.
*available to all hubs and tiers
**Operations Hub Starter+ required for Data Sync
Automatic Dropdown Mapping in Microsoft Dynamics 365 Integration
Two-way dropdown field sync is now live. Want to map HubSpot Lifecycle stage to a Dynamics choice field? That’s now possible.
*available to all hubs and tiers
**Operations Hub Starter+ required for Data Sync
Sync Activities (Calls, Notes, Tasks, Emails) One-Way from Microsoft Dynamics 365 to HubSpot
Activities are the newest object to be added to the Microsoft Dynamics 365 integration, alongside Contacts, Companies, Deals, Invoices and the Product library. You can now sync calls, tasks, emails and notes from Microsoft Dynamics 365 to HubSpot.
*available to all hubs and tiers
Sync NetSuite Assembly and Kit/Package Items with Product Sync
The ability to sync Assembly Items and Kits/Packages from NetSuite to the HubSpot product library - two way.
*available to all hubs and tiers
Aircall Conversation Intelligence Integration
Aircall has officially launched their integration with HubSpot’s Conversation Intelligence and coaching tools. Now, Aircall customers can listen to their Aircall recordings, view call transcripts, create playlists, and coach their team right within HubSpot.
*available to all hubs and tiers
Create Tasks and Tickets with the Microsoft Teams Integration
You can now create HubSpot tasks and tickets via HubSpot’s Microsoft Teams integration and seamlessly associate them with HubSpot records--all from within Microsoft Teams.
*available to all hubs and tiers
A new way to share HubSpot reports and dashboards in Slack
HubSpot allows you to export reports in a few different ways. With recent enhancements to the Slack app for HubSpot, you can now share HubSpot reports, dashboards, and recurring updates to a specific Slack channel.
Associate Multiple HubSpot Deals & Companies with One Slack Channel
Associating HubSpot company/deal records with a Slack channel helps teams create a dedicated space to collaborate over key accounts and sync activity-related alerts to provide meaningful insights across stakeholders. Now, teams can create associations between multiple deal/company records and one Slack channel, consolidating activity updates and collaboration.
*Slack integration is available to all hubs and tiers
New Commerce Category Available in the App Marketplace
A new commerce category has been added to the HubSpot App Marketplace. You can now find and filter apps via this new category as well as the following features within the category:
- Commerce: Brand protection, drop shipping, e-commerce, e-merchandising, POS, payment gateways, product reviews, shopping cart, subscription management
*The App Marketplace is available to all hubs and tiers
Bulk Import NetSuite & Dynamics 365 Users
Import NetSuite or Dynamics 365 users in bulk into HubSpot.
*available to all hubs and tiers
CRM Platform
Deal Lists
You can now create a list of your most important deals using any data from the Deals object or its Associated Objects.
*available to all hubs and tiers
List Limits Increase
We’ve increased the number of static and active lists across all HubSpot subscriptions.
*available to all hubs and tiers
Increased Editing Functionality for Custom Objects
Users will now be able to add and remove secondary display properties after creating their custom object. Additionally, we’ve made minor copy improvements to make it clearer what can be changed while in edit mode.
*available to all super admins in portals that have at least one Enterprise subscription
Use Any List as a Filter in the Custom Report Builder
We have made it even easier to create a report using only the members of a specific list as a filter.
*available to Marketing, Sales and Service Hub Pro+ users
Advanced Formula Editor for Calculated Properties
The advanced formula editor for calculated properties is a powerful tool that allows you to take your data and turn it into vital business context with ease. You can now create custom calculations to suit your specific business needs.
*available to all Pro+ users
Improved Notification Emails for Comments Left in the CRM
Email notifications for comments have been upgraded to provide customers with more details and context directly in the received notification emails.
Following the updates for comment notifications in Marketing Hub, CMS Hub and workflows, we are now introducing the notification upgrades for comments left in the CRM.
The improvements can be grouped into 3 areas:
Subject lines: We have updated the subject lines for the emails to support better threading. The subject line for these emails now includes details of the records where comments are placed which ensures comment notifications related to the same record are grouped together in email clients such as Gmail.
More detail: The notifications now include up to the 5 most recent comments on a thread, along with details of the comment authors and timestamps each comment was posted. The notification will specify what type of activity the comment was posted on and the name of the record where the comment appears.
Notification logic: We notify the creator of the activity being commented on, any users who previously commented on the thread will be notified of new comments, and any user at-mentioned in a comment. We do not send notifications to the author of a comment.
*available to all hubs and tiers
Curate Your Own Educational Playlists in HubSpot Academy
HubSpot Academy Playlists allow you to curate HubSpot Academy lessons and courses into playlists and share them with other users. Playlists can even be shared with users outside of your HubSpot account.
*available to all hubs and tiers
Updated Conditional Stage Property Modal Experience
An update to the modal that is surfaced when you edit deal stage, ticket status, or custom object pipeline stage properties in the record page.
View All Properties: When you edit the stage or pipeline in the ‘View all properties’ section of the record page, a modal surfaces to prompt you to fill in additional property information based on Conditional Stage Properties that have been set in Pipeline Settings.
Highlight Card and Association Card: When you edit the stage or pipeline in the highlight card or association card on the record page, a modal surfaces to prompt you to fill in additional property information based on Conditional Stage Properties that have been set in Pipeline Settings.
Inline Editing on Index Pages: When you inline edit the stage or pipeline on the index page, a modal surfaces to prompt you to fill in additional property information based on conditional stage properties that have been set in pipeline settings.
Index Page Board View: When you edit the stage on the board view, a modal surfaces to prompt you to fill in additional property information based on Conditional Stage Properties that have been set in Pipeline Settings.
We are updating this modal with a slightly different experience that aims to improve the way that conditional stage properties are surfaced to users; no business logic will change. Any required properties that have a pre-existing value will no longer be hidden at the end of the modal, they will be populated within the modal itself.
*available to all Starter+ users
Add Google as Domain Connect Provider
HubSpot currently supports two Domain Connect providers: GoDaddy and IONOS (used by ~27% of users). We will be focusing on adding Google Domains as a Domain Connect provider. Google Domains is our customers’ fourth most commonly used domain registration service, used by ~6.4% of customers.
This will make it easier for customers who have Google domains to connect them in HubSpot.
*available to all hubs and tiers
Users can now create contacts with associations using the Contacts API
With this update to our Contacts API, you can now create contacts and associate them with existing records or activities in the same request.
*available to all hubs and tiers
Surfacing Account Limits for Lists
We previously announced an increase to all subscriptions’ list limits. Unfortunately, it has never been easy to tell what that limit actually is, or how close an account is to reaching that limit.
Now, when a user selects which list type they want to create, they will see the number of lists available to them.
*available to all hubs and tiers
Log Emails to the CRM Retroactively
The ability to log an individual email from your inbox with the click of a button.
*available to all hubs and tiers
Custom Object Lists
You can now create a custom object list using:
- Any Associated Objects and their properties (e.g. list of contacts that are associated with your custom object: “Pets”)
- Any Associated Objects and their interactions (e.g. list of “Pets” that are associated with contacts who placed a booking)
- Any Associated List membership (e.g. list of deals that are associated with your “available pets” list)
*available to all hubs and tiers
Mobile
Email Reply Notifications for Mobile
You can now be notified via the HubSpot mobile app if a contact replies to an email sent from your personal connected inbox.
*available to all hubs and tiers
Thanks for reading our August edition of Release Notes!
Want to see more resources like this?
- Check out our August Product Spotlight Video to see our HubSpot team spotlight our top features
- Download our August Product Updates Deck to see all our Public Beta and Live features at a glance