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Marketing Hub
Participant State API
This new tool in the Participant State API transforms your participant data analysis at marketing events by introducing dynamic states for individual participants and the innovative ‘No Show’ state to track engagement effectively. By offering you detailed metrics on participant engagement, this API empowers app developers to gain valuable insights and optimize event outcomes, setting a new standard in event management and analysis.
*available to all hubs and tiers
Automatic budget & spend data sync between Ad campaigns and Campaigns
You will now find that the Campaigns ‘budget’ tab automatically syncs budget and spend data from associated Ad campaigns, providing details such as the Ad campaign name, description, and budget/spend amounts, streamlining the process and ensuring accuracy in your total Campaigns spend and budget data. This automation eliminates manual work, offering a convenient way to manage and track budget and spend information associated with your Ad campaigns directly within HubSpot.
*available to all Marketing Pro+ customers
Content & Styles Breakdown of Module Side Panel in Email
This redesign introduces a Content and Styles breakdown in the left side panel when editing modules in the Email Editor. This separation provides you with easy and direct access to the options available for changing either the content or the styling of your drag and drop modules.
*available to all hubs and tiers
Marketing + Content Hub
Click-to-Edit from the Content Management Page
Experience simplified content management in HubSpot as clicking on a content asset now consistently directs you to the content editor, eliminating confusion and saving time previously spent navigating through different actions based on the content’s status. Say goodbye to unnecessary clicks and enjoy a more efficient workflow by effortlessly accessing the content editor directly from the content management page.
*available to all hubs and tiers
Sales Hub
Re-Attempting Leads
With this new update, you can now establish prompts for your reps to create a follow-up lead in the future when disqualifying a lead for a specific reason, avoiding missed re-engagement chances. This automation streamlines your lead management and allows you to empower your sales team to effectively target and reconnect with disqualified leads, thereby boosting sales productivity and enhancing follow-up strategies.
*available to all Sales Hub Pro+ customers
Service Hub
Dynamic Custom Views
Create personalized ticket owner custom views in the help desk by selecting the dynamic view filter option when setting up a custom view, ensuring that users only see tickets owned by them. This enhancement simplifies ticket management for service managers, eliminating the need for multiple individual custom views, enhancing organization and efficiency, especially in larger teams.
*available to all Service Pro+ customers (Service Seat required)
Enhancements: Pipeline Rules for Deals and Tickets
Enhance control over your Deal and Ticket pipelines by setting detailed rules using the Pipeline Rules feature, now applicable to both Deals and Tickets. Customize restrictions like new record creation, stage skipping, and backward movement in specific pipeline stages to ensure accurate data and gain valuable insights for informed decision-making in your business operations.
*available to all Service Hub Pro+ customers
GPDR Consent Collection in CSAT and Custom Surveys
You can now ensure GDPR compliance by collecting consent from survey respondents on CSAT web surveys and Custom Surveys, addressing compliance gaps related to contact creation from surveys without informing the respondents. This update enhances data privacy practices, allowing you to obtain consent from survey respondents and comply with GDPR regulations while collecting customer feedback securely.
*available to all Service Pro+ customers
Commerce Hub
View Estimated Payout and Deposit Dates in HubSpot Payments
Payments collected through HubSpot payments now include the estimated payout date and funds deposited date in the Payment History section. All new payments will include the expected payout date and confirmation when the funds are delivered.
*available to all hubs and tiers
Note: This update does not apply to customers using the Stripe Payment Processing integration with Commerce Hub since payouts are managed within Stripe.
Set default email to send invoices from Commerce Hub
You now have the option to designate a default email address for sending invoices in HubSpot, enabling billing teams to choose between a team or personal email address. This feature provides flexibility for billing teams, allowing them to send invoices from a team email for a more professional approach or from a personal email for personalized communication preferences.
*available to all Commerce Hub customers
Customize Invoice Titles or Remove Notice About Invoice Currency and Sales Tax in Commerce Hub
You now have the ability to customize the title of your invoice document and remove the invoice currency and sales tax notice, offering flexibility and customization options to match regional compliance requirements and tailor the document to your preferences. This update allows you to personalize the invoice title and content based on your specific
needs, ensuring alignment with regional regulations and enhancing the overall invoice presentation.
*available to all Commerce Hub customers
Operations Hub
Archive Functionality in Property Insights
Enhance your property management efficiency with the new archiving feature, enabling bulk archiving from the property insights page or individual archiving by selecting specific properties. Customize your archiving process to suit your needs, improving workflow efficiency and user experience while streamlining property management tasks for more informed decision-making.
*available to all Operations Hub Pro+ customers
Developer Platform
Data Passing in Custom Code, Webhook, and Custom Workflow Actions!
Access data tokens from enrolled records and associated objects to enhance webhook, custom code, and custom workflow actions in HubSpot, enabling dynamic utilization of cross-object data within workflows for improved customization and integration with third-party applications, boosting efficiency and reducing manual intervention. The update introduces a more streamlined workflow process by allowing for data-driven actions across multiple objects, enhancing workflow efficiency and customization, ultimately empowering businesses to optimize processes and allocate resources to strategic endeavors.
*available to all Pro+ customers
New Calls-to-Action (CTA) API
Access the newly introduced CTA API in HubSpot to customize your embedded and pop-up assets for a personalized visitor experience, particularly supporting Single Page Applications (SPAs) for enhanced control over button and pop-up loading on your website. This API, designed for CTAs created with the new editor, empowers developers to efficiently manage CTAs in SPAs and offers advanced customization options not available for Legacy CTAs.
*available to all Content Hub and Marketing Hub Starter+ customers
Smart CRM
New Statistics Card (Highlight Metrics on the CRM Record)
Tailor your insights directly on the Smart CRM record page by creating your own metrics using the new Statistics card. Customize and track specific metrics like pipeline health at the record level, allowing you to analyze and calculate important data points on associated records easily and efficiently.
*available to all hubs and tiers
A Shortened Import Flow
Experience a faster data import process in HubSpot as we have eliminated two steps to streamline the import flow and save you time. By removing unnecessary steps related to object selection and number of files uploaded, we aim to simplify the import process, reducing clicks and expediting your data entry tasks efficiently.
*available to all hubs and tiers
Mobile
Predictive Deal Score - now on iOS + Android
Now on mobile, easily assess the likelihood of closing deals with the new predictive deal score feature. Obtain valuable insights into deal health and the probability of success, allowing you to prioritize your efforts effectively by sorting deals based on their score in the HubSpot app.
*available to all Sales Hub Pro+ customers
App Marketplace
Zapier Custom Objects Support
You can now leverage HubSpot’s Zapier app to create more powerful automations and workflows by supporting custom objects, enabling the setup of diverse automated workflows like creating and updating custom objects and triggering Zaps based on changes or new records within custom objects. This enhancement expands automation possibilities by allowing interactions with HubSpot custom objects, providing flexibility for a range of use cases that were previously limited.
*available to all customers using HubSpot’s Zapier integration and with access to custom objects in HubSpot (Enterprise plan)
Business Units as a field mapping in data sync apps
Optimize your data synchronization with the new two-way multi-select field sync feature, enabling you to define business units and sync them with other apps seamlessly. Simply set up field mappings in the data sync settings of a contact or company sync to align Business Units in HubSpot with relevant information in other platforms, enhancing data accuracy and consistency across integrations.
*available to all Marketing Enterprise customers with Business Units add-on
**Operations Hub Starter+ is required for data sync
Improvements to the PandaDoc App for HubSpot
Experience a streamlined app configuration process in the PandaDoc app for HubSpot, where you can effortlessly manage all app automations from one central location and access HubSpot deal properties directly within your PandaDoc templates. This update eliminates the need to navigate multiple screens, simplifying the synchronization of PandaDoc and HubSpot data and enhancing efficiency by enabling easy management of automations and seamless integration of deal properties. You’ll get the most value if you have a Sales Hub Pro+ account.
Note: To connect the app, you’ll need both HubSpot and PandaDoc admin access.
*available to all hubs and tiers
**must have a PandaDoc account with a Business or Enterprise plan. The automations feature is a paid add-on for PandaDoc Business plan users and is included in the Enterprise plan.
Access Zapier within HubSpot’s integrations settings page
You now have a dedicated settings page for the Zapier app within HubSpot’s “Connected Apps” section. This feature allows you to efficiently manage your HubSpot Zaps, edit templates, and streamline the implementation of automated tasks within HubSpot, eliminating the need to navigate away from the platform.
*available to all HubSpot customers using the Zapier app
Apps now discoverable in HubSpot Workflows
Access your workflow-compatible apps directly within HubSpot to streamline your workflow process, enabling quick navigation and organization without having to leave your workspace. Enhance productivity by saving time and seamlessly integrating external tools into your workflows, offering a user-friendly experience with all the necessary tools conveniently at your fingertips.
*available to all hubs and tiers
Note: By default, users on a paid portal will see apps sorted by relevance, displaying recommended apps specific to the user.
Multi-Hub Updates
Introducing: Academy On-the-Go!
Discover the new Academy On-the-Go offering a convenient library of quick and easy content to maximize your HubSpot experience, brought to you by the HubSpot Academy team. Benefit from a variety of tutorials, tips, tricks, and product demonstrations specially designed to help you leverage your HubSpot subscription effectively and enhance your understanding of the platform.
*available to all hubs and tiers
Track changes to Sensitive Property Values
View the new “Sensitive Property Value” category on the audit logs page to track user activity for critical information marked as sensitive, enabling users to monitor changes to these properties efficiently by accessing detailed records with previous and new property values. This update enhances data security and enables admins to quickly identify and react to alterations in sensitive properties, crucial for maintaining data integrity and meeting business requirements.
*available to all Enterprise customers
Analyze Automation Performance via the Workflows Analyze Tab
Discover Automation Analytics in HubSpot, providing a quick and efficient way for you to assess your automation levels, pinpoint areas for improvement, and track the performance of your automation processes. Gain a comprehensive overview of your automations, identify opportunities for further automation, and easily monitor performance metrics across your workflows, streamlining operations and optimizing your business processes effectively.
*available to all Enterprise customers with Workflow plans
Personalized Search Results for Companies
Experience personalized Global Search results for Companies in HubSpot that prioritize the companies you interact with most, ensuring that the relevant company surfaces at the top of your search results, even amidst similar matches, enhancing search relevance and user efficiency. This change aims to improve search accuracy by highlighting the companies you are personally engaged with, streamlining the search process and providing quicker access to the most relevant information.
*available to all hubs and tiers
Easily review your data model in table format
Experience a new, improved data model overview where objects, association properties, and usages are presented in a concise, easily scannable table format. This update facilitates a quicker and more accessible review of multiple objects, enhancing efficiency in understanding data relationships and properties within the system for all users.
*available to all hubs and tiers
Create managed custom call properties for call object
Previously, there was no capability to establish customer call properties. However, with this new feature, you can now create managed custom call properties for call objects, enabling a deeper understanding of your call outcomes.
*available to all hubs and tiers
Set a unique sound for every notification
You can now select from a selection of 6 different sounds as your default sound for desktop notifications (as shown below). The sounds have different lengths and tones so that you can differentiate between the types of notifications.
*available to all hubs and tiers
View Release Impact in Product Updates
Having a hard time keeping up with all our releases or finding the most relevant ones? You can now view a product update’s Release Impact level in the Product Updates table, which indicates the significance an update can have in its app based on its effect on user behavior.
*available to all hubs and tiers