Marketing Hub
Custom behavioral events (CBEs) are now Custom events (CEs)!
Custom events is live with a new name and features:
- Custom behavioral events (CBEs) has been renamed to Custom events (CEs)
- While behavioral targeting is still a key use case, Custom events have evolved to allow you to track activity from truly anywhere, behavioral data or otherwise. Our new name is intended to highlight what Custom events are more clearly–like Custom objects, but for event data!
- Previously limited to Marketing Hub, now all enterprise Hubs (Marketing, Sales, CMS, Service, Operations) can create Custom events via API, Custom Javascript, or Import.
- Codeless event creation via the Event Visualizer will remain Marketing Hub exclusive
- More events for more flexible event creation
- 500 unique event definitions per account
- 30 million event completions per month
- New event definition API to create, read, update, and delete Custom event definitions without needing to log into HubSpot (public beta)
- Activity living in spreadsheets? Connect offline data with spreadsheet event import
*available to all Enterprise customers
Linkedin Audience Targeting for Organic Social
With Linkedin targeting, marketers can tailor content to specific audiences. Posts can be targeted based on your followers’ profile data such as organization size, industry, function, seniority, geography, and language preference.
Targeted posts are only actively displayed to members who fit within the target criteria. If that post is shared or reposted, then members outside of the target will be able to see the post.
*available to Marketing Hub Pro+ customers
Enable Double Opt-In for forms
Historically, it was only possible to enable/disable double opt-in for select pages created in HubSpot. With this change, you may choose to enable/disable double opt-in for select pages AND select forms of your preference. There are also some updates to action descriptions/copy to make it clearer.
*available to Marketing Hub Pro+ customers
The ‘quick dashboard filters’ feature is merging with the new dashboard filters beta
There have been two ongoing dashboard betas to improve the filtering experience:
- “The new dashboard filtering experience,” which allows you to pin dashboard filters to any report on a dashboard
- The “quick group filter” beta, which not only automatically generates a dashboard filter for you, but also allows you to create a group of dashboard filters that will work across multiple reports on a dashboard. It also more closely resembles the old dashboard filter interface, which was wildly popular with users.
After receiving positive feedback, we are now merging these betas! Any portal that is enrolled in the new dashboard filtering experience will also be able to generate a quick group filter.
Additionally, the quick group filters now more closely resemble the previous dashboard interface. We’ve seen overwhelming demand to bring those back, and we’re happy to do so!
*available to all hubs and tiers
**As long as you are opted into the New Dashboard Filtering experience beta, you can go to the top of any dashboard to start making a quick dashboard filter.
Domain Authentication Alert on the Marketing Email Manage Page
To ensure your marketing emails sent via HubSpot comply with the authentication standards and sending policies enforced by major email inbox providers (e.g., Gmail and Yahoo Mail), a new alert is available on the Marketing Email Manage page when a published automated email’s from address does not have the adequate authentication measures in place, and are at risk of getting blocked.
*available to Marketing Hub Starter+ customers
Marketing Single Send API
The Marketing Single Send API will enable customers to integrate externally hosted data with marketing emails designed and maintained directly in HubSpot.
*available to Marketing Hub Enterprise customers only
AI Assistant for Social
We are excited to announce the release of AI assistant for Social on Desktop and Mobile.
*available to Marketing Hub Pro+ customers
Bulk change to subscriptions now separated by Business Unit
In HubSpot, you can edit your records in bulk including your contacts’ subscriptions. Previously, when bulk subscribing or unsubscribing, all subscription types across all Business Units were listed.
Now, when taking that action you will only see the subscription types for the Business Unit you are operating out of.
*available to Marketing Hub Enterprise customers with Business Units add-on
Marketing + CMS Hub
Content Editors Keyboard Navigation
We’ve got some exciting news! As drag-and-drop content editors become more sophisticated, we understand the need for quick access to your most used tools.
That’s why we’re introducing a new keyboard navigation feature specifically designed for our power users. With this feature, you can navigate through the user interface faster and effortlessly to create content.
*available to all hubs and tiers
AI assistant: Subject Line Generation
We are excited to announce the release of the HubSpot AI Subject Line Assistant for Marketing Email. Content creators can now easily generate an email subject line for their campaign, complimenting the ability to generate and edit email copy within the Email Editor.
Powered by email insights and best practices from HubSpot, the Subject Line Assistant will read the content of your marketing email and generate three subject lines accordingly. You will not need to prompt the tool, instead you can generate subject lines on the click of a button.
Subject line generation will be available on desktop and the HubSpot mobile app for last minute or on-the-go adjustments to your marketing email.
*available to all hubs and tiers
Changes to EQ filter and additional support for CONTAINS filter in crm HubL functions
Currently, when using the query parameter in the crm_objects, crm_object, and crm_associations HubL functions, the eq (equal) filter available operates less like an equal comparison, or more like a contains comparison. We are updating the eq filter to evaluate that a property is exactly equal to the passed condition, and adding support for contains filters for string properties (this used to only be supported for properties with multiple values).
This means queries using these functions which previously returned CRM object instances because the condition contained a certain value will now only return object instances where the condition is exactly true. If your desire is to continue to return object instances where a property contains a certain value, you can update your code to utilize the new contains filter.
Given a contact with the first name “Billy Bob”:
crm_objects(“contact”, “firstname__eq=Billy”, “firstname,lastname”)
would have returned the aforementioned contact. After this change, the contact will no longer be returned, unless the filter is updated to the contains operator.
Notably, the contains operator will search through entire words separated by spaces inside of a property, and will not find substrings of an individual word. For example, it will find “Billy” in “Billy Bob”, but will not find “Will” in “William”.
More details can be found in our developer changelog announcement.
*available to CMS Hub Starter+ and Marketing Hub Enteprise customers
Legacy CTA Migration feature
Thanks to the new Legacy CTA Migration feature you can now easily migrate your Legacy CTAs to new CTAs with a simple clicks.
*available to Marketing Hub and CMS Hub Pro+ customers
Cookie consent banner customization
We’ve enhanced the cookie consent banner settings with new customization options. Now, you can tailor the banner’s colors, positioning, shape, and size to better align with your site’s design and user experience.
*available to Marketing Hub and CMS Hub Starter+ customers
Sales Hub
Respect deal split percentage in forecast rep view
When bulk-selecting deals to include in a forecast submission from the forecast rep view, the deal split amounts will now be used where applicable rather than the total deal amounts. This guarantees that no deal amounts are doubly counted in submissions and reps are only submitting the amount that’s attributed to them.
Additionally, the Amount in Company Currency and Weighted Amount in Company Currency properties now reflect the deal split amount when applicable.
*available to Sales Hub Enteprrise only
New lead object owner property and improved visibility/actions in the prospecting workspace
Two exciting, highly requested leads features are now live!
- Improvements to lead record ownership that allow users to use lead owner as a discrete property value separate from the associated contact and company owner
- Enhanced lead visibility for admins and super admins, as well as bulk action capabilities
*available to Sales Hub Pro+ customers
Service Hub
Bulk Editing Tickets in Help Desk
Customer support leaders and reps now have more efficient ways to manage tickets from the list view in help desk. Instead of editing each ticket individually, they can select a group of tickets and update properties in bulk.
*available to Service Hub Pro+ customers
Sales + Service Hub
Embed Coaching Resources in Playbooks
Playbooks can now include resources such as recorded calls, call clips, and playlists – allowing sales managers to create powerful coaching playbooks for their teams.
*available to Sales and Service Hub Pro+ customers
Change Language for Calling Consent Messages
Initially available only in English, we’ve extended the functionality to change the language for calling consent messages to accommodate our growing international user base. Now customers can effortlessly change the language of the consent message, providing them with greater control over their calling experience.
*available to Sales and Service Hub Starter+ customers
Report on and analyze Playbook use
We are adding the ability to report on playbook usage. This means users can now see how effective their playbooks are at moving important sales metrics over time.
*available to Sales and Service Hub Pro+ customers
Commerce Hub
EU Hublet Rollout
We are thrilled to share the exciting news that HubSpot’s new Stripe payment processing feature (currently in beta) now offers multi-currency functionality to our valued international customers on EU Hublet. We can’t wait for you to try it out and provide us with your valuable feedback, as we strive to continuously enhance our product to meet the unique needs of your business.
*available to all Payments customers
**Please note that in addition to other terms that apply to your use of Stripe payment processing, customers on the EU Hublet are also subject to HubSpot’s Regional Data Hosting Policy. When using Stripe payment processing, data for customers on EU Hublet may be routed through Stripe’s EU data center. This means when you use Stripe payment processing from the EU Hublet, your data is routed through Stripe and may be subject to HubSpot’s Regional Data Hosting exclusions.
Multi-currency: Global Currency Expansion, Stripe Payment Processing
15 additional currencies are being added to Stripe Payment Processing (beta)
AUD, MXN, NZD, CHF, SGD, SEK, DKK, NOK, HKD, PLN, RON, CZK, BGN, HUF, PHP
Already Available: USD, EUR, CAD, GBP
*available to all hubs and tiers
Operations Hub
Required Field Mappings in Data Sync
We will surface required fields within a data sync setup’s field mappings table. In addition to surfacing, we will also then enforce these properties to be mapped.
*available to all hubs and tiers, Operations Hub Starter required to set up custom field mappings
Workflow Enrollment Diagnosis
You can now efficiently troubleshoot workflow enrollments directly in-app! This functionality will empower users to independently investigate and resolve workflow enrollment questions.
The tool provides users with:
- Comprehensive logs detailing the enrollment status of each record.
- A clear indication of successful enrollments
- Reasons a workflow wouldn’t (or did not) enroll
*available to all Workflow customers with Pro+ subscriptions
Formula Snippets in Datasets
Snippets allow users to explore common formula use cases through pre-formulated options, without having to leave the dataset building experience.
*available to Operations Hub Enterprise customers only
Export Duplicates to CSV and Excel
Introducing the ability to export the duplicate records identified by the duplicate management tool to a CSV and/or Microsoft Excel file.
*available to Marketing Hub, Sales Hub, Service Hub, and CMS Hub Pro+ customers
CRM Platform
Median aggregation now supported in Single object and Custom report builders
When building a report in the single object report builder or the custom report builder, you can now choose Median as an aggregation type for your metrics.
*available to all Pro+ customers
CRM Email Threading Improvements
Emails that log to the CRM and Conversations are now using an updated model to decide if that email belongs to an existing thread. This new logic better accounts for the subject line to properly thread, or not thread, emails.
*available to all hubs and tiers
Configure Specific Association Limits
Admins can now configure the specific limit of associations to a single record. They can do so based on record type e.g. there can be a maximum of 10 contacts associated to a company record or based on a specific label e.g. there can be a maximum of one company with the label “Employer” associated to a contact record. Users can set association limits to many (default) or choose a specific number (e.g. 100).
*available to all Pro+ customers
Customize Default Deal Name
Admins can now customize the default deal name for deals created from existing contact, company, deal, ticket and custom object (for Enterprise customers) records. Admins can customize the default deal name using a combination of personalization tokens and/or static text.
*all hubs and tiers can configure the default deal name using a combination of contact and company personalization tokens and/or static text.
**Custom object personalization tokens are available to Enterprise customers only.
New Source Property on all CRM Records
All records now have a new “Record Source” property which describes how the record was originally created.
*available to all hubs and tiers
Additional Mathematical Functions for the Formula Editor
We have expanded our advanced formula editor to include new mathematical functions:
- Absolute value (abs)
- Power (power)
- Square root (sqrt)
*available to all Pro+ customers
“View All Associations” Link in Index Pages
Now you can quickly view a table of all associated records for a given record from an index page.
*available to all hubs and tiers
View Products Purchased from the Contact or Company Record
You can now see what products your customer has purchased from you, directly from the Contact or Company record.
*available to all hubs and tiers
App Marketplace & Integrations
Limiting Multiple Template Submission
Starting Monday, February 19, 2024, HubSpot Template Marketplace providers will be limited to submitting one template type – theme and/or module – for review and listing at a time. Any submission exceeding this limit will be automatically rejected until all submissions in review are approved or withdrawn.
*this change applies to all template providers
Mobile
Enhanced Caller ID Experience for HubSpot Mobile App
We have made improvements to the Caller ID experience for HubSpot mobile app users on Android and iOS platforms. Our enhancements ensure that the app correctly and reliably matches incoming call numbers to existing CRM contacts.
*available to all HubSpot users across Android and iOS platforms
Enhancements to Contacts list view on iOS
Users can now:
- Sort contacts by all properties to easily find what they’re looking for
- Add up to five saved views to display a focused list of contacts
We also enhanced the performance of the screen, so users can expect faster loading times.
*available to all hubs and tiers
Multi-Hub Updates
Redesigned Product Updates UI
Customers can now view product updates that are in development, in a public or private beta, coming soon, sunsetted, or live. The redesign not only surfaces additional information about HubSpot’s latest product updates, it also makes it easier to find the updates you’re looking for. You can search for exact records, or filter by type, apps, products, or date.
*available to all hubs and tiers
Help has moved to the top navigation
The link to HubSpot Help has moved from the bottom-right corner to a “?” icon in the top navigation menu.
*available to all Enterprise customers
Find emails by any word or phrase in the email body through Global Search
You can now find an email by searching for any term present in the email body in Global Search. The emails show up under the “Emails” section in Global Search.
*available to all hubs and tiers
Improved list creation experience & the ability to sort by the ‘Added to List Date’ column
Three key updates to the list creation experience:
- See records that meet your filter criteria while your list is still processing
- See all records that meet your filter criteria as soon as a list is complete
- Sort by the ‘Added to List Date’ column on any list
*available to all hubs and tiers
All Academy courses, lessons & certifications under a single section in Global Search
In Global Search, you can now find all relevant Academy courses and lessons for your search in the same section making it easier for you to find all the relevant results in the same place. Tags mark which result is a COURSE and which one is a LESSON. If a course includes a certification, the tag will say CERTIFICATION.
*available to all hubs and tiers
SSL Provisioning Self-verify Tool
To address SSL provisioning challenges and enhance customer experience, we are providing customers with a self-verification tool to empower customers to independently address common SSL provisioning issues without support. Users encountering common SSL provisioning issues are prompted to ‘Fix SSL Renewal,’ directing them to the self-verification tool before SSL expiration. The tool displays a clear table identifying errors and offering step-by-step instructions for resolution.
*available to all hubs and tiers
Connect.com Community Channels
The introduction of Community Channels has turned community discussions from a single-threaded experience to a multi-threaded experience bringing clear structure and organization to discussions. This new structure aims to make it easy for users to navigate to the conversations they’re most interested in.
*available to all Connect.com members
Connect.com Community Digest
A weekly digest email that highlights the top community posts over the last 7 days. The top posts are identified based on the number of reactions and comments a post has received. New community members will now receive the weekly digest email instead of receiving an email notification for every post.
*available to all Connect.com members
