May 2024 Release Notes

Marketing Hub

New Ads Attribution Filters

HubSpot users now have access to 4 new refreshed ads attribution filters that paint a clearer picture of their contacts’ journeys.

Viewing the full funnel ROI of advertising campaigns is one of the best parts of the Ads tool. We currently provide ad tracking allowing you to see which customers have an ad interaction on their contact record. We combine this data with analytics data to provide attribution filters that showcase the journey which their contacts took when interacting with your ads. We have completely overhauled our attribution system to make our data faster and our attribution filters easier to understand.

*available to Marketing Hub Pro+ customers

AI view and filter available on the SMS Manage page

We are excited to announce the addition of an AI filter and AI view to the SMS manage page. Marketers can now filter and manage their messages based on the AI assistance provided in their SMS content.

The new AI view and filter will allow marketers to quickly view, filter and access their SMS messages that were generated or assisted by AI.

Learn More

*available to Marketing Hub Pro+ customers

AI view and filter available on the Marketing Email Manage page

We are excited to announce the addition of an AI filter and AI view to the Marketing Email manage page. Marketers can now filter and manage their emails based on the AI assistance provided in their Email content.

The new AI view and filter will allow marketers to see quickly view, filter and access their Marketing Emails that were generated or assisted by AI.

Learn More

*available to all hubs and tiers

SMS available on Marketing Calendar

It is now possible to view your scheduled and published SMS alongside other marketing assets on the Marketing Calendar.

*available to Marketing Hub Pro+ customers

Marketing + Content Hub

Content Approvals Rating Criteria

Content approvals are one of the best ways to ensure that HubSpot admins are appropriately managing risk in their accounts, as they require sign off from other users before content is published to the web. The Security Health Check will now evaluate whether an account has approvals enabled for the content types that it has access to, including Blog Posts, Landing Pages, Website Pages, and Marketing Email. If not, admins can easily enable approvals for these tools as needed to improve their account’s security posture.

*available to Enterprise customers only

Custom fonts now supported in new CTAs

You can now upload and use custom fonts within new CTAs. This update restores the popular custom font capabilities of legacy CTAs, bringing the same option to the improved CTA editor.

*available to Marketing Hub and Content Hub Starter+ customers

Sales Hub

Assigned Lead Notifications

Sales reps can now receive email and in-app notifications when a new leads is assigned to them!

*available to Sales Hub Pro+ customers

Leads - Public API

Hubspot’s CRM object API now allows you to create and manage lead records in your HubSpot portal, as well as sync leadHubSpot’s data between HubSpot and other systems.

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*available to Sales Hub Pro+ customers

Deal Split API

The new Deal Split API will enable customers to read and write deal splits with their respective percentages via API.

Learn More

*available to Sales Hub Enterprise customers only

Service Hub

Customizable Quick Filters in Help Desk

The help desk ticket list quick filters are now customizable! Select up to 5 additional ticket properties to be added to the quick filter bar.

*available to Service Hub Pro+ customers with Service Seat required

Connect HubSpot tickets to Slack and sync replies

Service teams can now connect their help desk workspace to Slack to drive cross-collaborative ticket resolution. New features of HubSpot’s Slack app include:

  • Configuring the types of tickets sent to a connected Slack channel
  • Sending qualifying new tickets to all connected channels
  • Syncing threaded replies from Slack and ticket comments in HubSpot, including at-mentions
  • Enabling quick actions from the ticket in Slack, like updating ticket properties

Learn More

*available to Service Hub Pro+ customers

Changing display name of ‘Calls’ channel to ‘Calling’ in Ticket and Conversation properties

Previously there was a value called ‘Calls’ in two properties - ‘Originating channel type’ for tickets, and ‘Source’ for conversations. Ticket and Conversation properties can be used in Inbox and Help Desk Views, Reporting, and Automation, amongst other places.

Now, the display name of this value is changing to ‘Calling.’

You do not need to take any action. Your existing views, reports, and workflows will not break.

*available to all hubs and tiers

Sales + Service Hub

Trigger a Workflow from a Playbook Submission

Users can now trigger a workflow associated with a specific object from a playbook submission.

Allowing users to trigger a workflow from a playbook is helpful to the sales rep for several reasons:

  • Efficiency: Automation allows for a smoother and quicker workflow process, eliminating manual tasks and reducing the risk of delays or errors. This can save time and effort, enabling reps to focus on more strategic activities.
  • Consistency: Automating workflows ensures a consistent process for handling playbook submissions, which helps reps adhere to best practices across the team.
  • Task Management: Automated workflows streamline the overall workflow management process.
  • Scalability: Automation allows for scaling the playbook submission process effectively as businesses grow.

*available to Sales Hub and Service Hub Pro+ customers

Goals available in the Single Object Report Builder

Users can create any Goals-based single object report through the Single Object Builder, and save the report to their report library or a dashboard.

*available to Sales and Service Hub Pro+ customers

Update - U.K. Number Acquisition Changes

Now, you can effortlessly submit the necessary regulatory documents to acquire a U.K. mobile or local number.

We are making this update because every phone number acquired for the United Kingdom now requires documentation submission for business number approval.

*available to Sales Hub and Service Hub Starter+ customers

Custom Tracking Domains for Sales and Service Email

You can now connect a domain to HubSpot for the “Sales & service email (tracking)” content type. This domain will be used in the open and click tracking links generated for emails sent via personal and team emails in the CRM, or using the Track option with the Sales Extensions, as well as unsubscribe links.

Open and click tracking for 1:1 emails requires the use of links that redirect through HubSpot to count the activities. The default domains of these links are provided by HubSpot. If you would like the domain of those links to match your company branding and gain more control over your email reputation, you should connect a Sales & Service email tracking domain.

*available to Sales Hub and Service Hub Starter+ customers

Commerce Hub

Reconnect with a new payments account in Commerce Hub

You can now disconnect your payments account for Commerce Hub and reconnect with either Stripe payment processing or HubSpot payments.

*available to all hubs and tiers

Custom Invoice Fields now Available in Commerce Hub

Merchants can choose up to 4 additional custom fields to display on their HubSpot invoices. Previously, they were limited to using the basic HubSpot template. This gives users more flexibility and control in configuring the content of their invoices to suit the nature of their business. This functionality is only available to users who are enrolled in HubSpot Payments or Stripe.

*available to Commerce Hub customers

Use “Company Name” as Customer Display Name in QuickBooks Online

This functionality changes how Contacts synced to QuickBooks Online (QBO) appear. Starting May 30th, a Contact that is synced into QBO as a Customer will appear with the Contact’s Company Name, rather than their First Name and Last Name as their “Display Name”.

There is only one Billing Contact for a company, even if the user might work with many different Contacts at a company when defining and closing a deal. This change adds several new field mappings to the QBO Contact/Customer sync:

  • QBO Display Name --> HubSpot Contact Associated Company Name
  • QBO Display Name --> HubSpot Contact First Name
  • QBO Display Name --> HubSpot Contact Last Name

*available to all hubs and tiers

Operations Hub

Data Sync - Bulk recreate deleted records through the record view

Previously, the option to bulk resync deleted records was limited to the “Object view” page within the Sync Insights tool for Data Sync integrations. Now, we are excited to announce that this feature has been extended to the “Record view” as well. In addition, we have enhanced the user experience by displaying the number of records that have been restored and notifying you when this process has been completed.

*available to all hubs and tiers

AI assistant to create workflow actions

With AI Assistant in Workflows, we bring even more time-savings and efficiency to automation, allowing front office teams to automate and streamline processes in a couple clicks, while maintaining full control over the ultimate outcome. AI Assistant in Workflows also decreases the learning curve and helps you build automated processes that you have in mind, but may not know how to configure from scratch.

Learn More

*available to Pro+ customers with Workflow plans

New Options for “One Property or Action Output” Branching

“One property or action output” branching just got more powerful! Don’t worry though - it’s still quick and easy to use branch actions in the Workflows tool.

Our option for branching on single values is intuitive and quick for the most common branch use cases. Until now, the branch allowed only equality branching (Property value = A, Property value = B, etc) which limited its utility.

To expand functionality while maintaining the ease of use of this branch option, we added additional support for the most used filter operators in this branching option.

*available to Pro+ customers with Workflow plans

Trend Lines on Reports

Trend Lines are a new visual option to enhance your reports. You can now add multiple types of trend lines in the Report Viewer.

*available to all hubs and tiers

Developer Platform

Lists V3 API

The V3 Lists API replaces the V1 Lists API. It allows developers to manage the memberships of existing lists by viewing, adding, or removing records, as well as to create and delete lists.

Over the last few years, Contact lists have grown to support new filtering criteria like custom behavioral events, rolling dates, and associated custom object properties. Lists have also expanded to support objects outside of Contacts – including Deals, Companies, and Custom Objects. Unfortunately, the current Contact Lists API has not been updated to support these advanced capabilities, until now.

Learn More

*available to all hubs and tiers

Smart CRM

Data Setup Checklist

A collection of core data model setup tasks that new admins should complete when configuring their data model. This checklist is oriented around new admins in enterprise portals. We plan to provide additional checklists in the future.

*available to all Enterprise customers only

Deal Velocity & Contact Lifecycle Stage Velocity in Stage Tracker Card

Introducing Deal Velocity & Contact Lifecycle Stage Velocity in the Stage Tracker card for the record middle column.

See how long your deal or contact has been in its current stage. Dig deeper to see how quickly your record progressed through prior stages.

Learn More

*All hubs and tiers get the default version of Stage Tracker.

**Required properties for Stage changes are available in Starter+ subscriptions.

***Deal Velocity and Contact Lifecycle Stage Velocity use the Latest Time in Stage property from Deal Stage Calculated Properties and Contact Lifecycle Stage Calculated Properties. These properties are available in Pro+ subscriptions.

Property Lists of Associated Data (Association Property List card)

The new Association Property List card will let you choose properties from associated records. This feature eliminates the need for sync properties or workflows to copy data between properties just to see them on other record types. Save your sync properties for reporting and powering your backend data needs.

*available to all hubs and tiers

Mobile

Manage your Approvals on Mobile

Marketers can now manage their approvals in one place. All approvals are visible and centralised, to make the approval process faster and easier, for the requestor and the approver.

Marketers can now manage their approvals from mobile. Marketers can request approval and Today, marketers need to jump through too many loops before they can send a marketing email or publish a landing page. They have to go back and forth using multiple external tools to make sure all stakeholders involved review the content they have to publish. This decentralized process is inefficient, unproductive, and causes a lot of friction for customers.

*available to Marketing Hub Enterprise customers only

Commenting on Marketing Assets on Mobile

Comments for Marketing are now available on mobile. Commenting allows you to leave messages, tag in teammates for feedback and collaborate together in-app to execute great marketing without ever leaving the HubSpot Mobile App, Android and iOS.

You have an integrated commenting capability right inside your marketing assets on mobile. Inside social posts, marketing emails and approvals assets you can collaborate with context by tagging teammates in what you’re working on, without interrupting your work. According to your colleagues’ preferred notification channel, they will be notified with portal notifications, push notifications and emails.

*available to Marketing Hub Pro+ customers

Create & associate an activity with a Custom object record on Android

Users can create and associate Notes, Calls, Emails, Meetings, SMS, WhatsApp, LinkedIn message and Postal mail with a Custom object record.

*available to Enterprise customers only

Create & associate an activity with a Custom object record on iOS

Users can create and associate Notes, Calls, Emails, Meetings, SMS, WhatsApp, LinkedIn message and Postal mail with a Custom object record. Editing Notes and Activities from the Custom object record, as well as creating Tasks will be made possible in a separate release.

*available to Enterprise customers only

Create folders and organize your files from Mobile on iOS

Do you need to share the new photo you took from your smartphone with your team? Now you can do it using HubSpot Files on mobile.

By enabling Files on the app, we empower you, our users, to upload, download and manage your files in one place and on the go.

Having all your files accessible from any platform is a must in current times. How many times have you needed a document that you had saved in your cloud? Have you ever accessed your cloud files to share this specific PDF with your client?

In this second iteration, you are able to create your own folders on Mobile. If you are an iOS user, you can create your folders to upload content directly to them.

*available to Content Hub Starter+ customers

Clone your Social Posts on Android

Marketers can now win time and be more efficient with the new cloning capability enabled for their social posts from their Android smartphones.

*available to all Pro+ customers

Performance improvements to Dashboards on Mobile [iOS and Android]

We have significantly improved the performance and load times of Dashboards on Mobile.

Dashboards on Mobile is how our customers keep a pulse on their business - be it how much revenue the sales team is going to bring in next month or how much traffic did the website get last week. Dashboards on mobile allows you to access your metrics in seconds.

*available to all hubs and tiers

Multi-Hub Updates

Improvements to Suspicious Login Alerts

Admins will now receive suspicious login alerts based on geolocation and travel time checks, in addition to the existing criteria. These notifications will now be sent to super admins and security admins by default, though admins can opt-out anytime.

*available to all hubs and tiers

ChatSpot in the Global Navigation

We’re pleased to announce that ChatSpot is now available in the global navigation of the HubSpot app for customers enrolled in the private beta.

This means you can access it from anywhere the global navigation is available. Whether you’re browsing through pages or checking your dashboard, ChatSpot is just a click away.

*available to All hubs and tiers.

**This update applies to customers currently enrolled in the private beta for ChatSpot in HubSpot.

Navigation Bookmarks

We’re introducing Bookmarks in the navigation that allows each user to personalize their experience based on frequent workflows and preferences.

*available to all hubs and tiers

Delete Form Submissions

Users with appropriate permissions can now delete form submissions. By default the super admins for the HubSpot portal will be granted access to delete form submissions. Any user who needs to delete form submissions should reach to their portal admin to get the necessary permissions.

*available to all hubs and tiers

Improved Button Padding in Email

The new inner and horizontal padding options in the Email Editor will allow users to further customise the appearance of the button in their Marketing Email.

*available to all hubs and tiers

Compare Permissions

You can now compare permissions between users and permission sets using a new Compare Permissions feature.

Admins often need to see how access differs between users or permission sets to understand why one user can do something and another can’t. Today, admins must open multiple browser tabs to compare access between users and Permission Sets.

*available to all Pro+ customers

Consider working hours when booking meetings through scheduling pages

You can now set your time zone and working hours at the user level in HubSpot, which can be taken into account when calculating meeting availability on scheduling pages.

*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 Pro+ customers

Contact Limit Increase Standard Sandboxes

Starting May 1st, we’re increasing the contact limit in Standard Sandboxes from 100K to 200K contacts. This change is reflected in our Product and Services Catalog.

  • Data migration script testing (e.g. migration off of Microsoft Dynamics)
  • Data flow and segmentation testing to and from HubSpot and other systems (e.g. SQL DB to HubSpot Objects and vice versa)
  • Load testing (e.g. to test production threshold limits and API calls to identify edge cases that may break production data, impact end users, and bring inefficiencies to their business processes)

Learn More

*available to Enterprise customers only

Activity Totals Card

The activity totals card is a new card that customers can display in the middle column of record pages that displays an aggregate count of how many emails, calls, meetings, and tasks have been created.

You’re able to get a quick sense of engagement with a record without needing to scan the record timeline. This card is designed to benefit both reps and managers. It offers a concise snapshot of crucial activity data on a record, eliminating the need to toggle between tabs or scroll through the entire timeline.

*available to all hubs and tiers

Expandable and Editable Activity Cards

You can now expand and edit activity cards in the record middle column and preview sidebars. Activity cards include pinned activity, recent activities, and upcoming activities.

*available to All hubs and tiers

The New Dashboards Filters Experience Is Live

The new dashboard experience, which includes numerous enhancements and features designed to make it easier to set multiple filter values across multiple reports on a dashboard, is going live across all HubSpot portals this week.

Both the Quick filters and Advanced filters betas were popular, widely used features for customers who were enrolled. The combination of both Quick and Advanced filters gives users the flexibility to pin up to 5 filters (or filter groups) to any dashboard, and add any additional filters through the Advanced filters experience.

*available to all hubs and tiers

[Connect.com] Embedded Videos in Community Posts

Community members can now embed videos on community posts. Note: Only Youtube videos are currently supported.

*available to all hubs and tiers

Sync Property Type

Sync Properties are a new property type that customers can use to copy a property value across objects. This feature eliminates the need for manual entry or workflows to keep two properties in sync across objects. This makes it even easier for customers to have the data they need, when and where they need it.

Sync Properties means admins can say goodbye to painful and time-consuming workarounds. This feature eliminates those cross-object data silos and ensures that your data is consistently updated and aligned across objects.

*available to all Pro+ customers

App Marketplace

Sync Microsoft Teams Webinars to HubSpot Marketing Events

Now you can sync Microsoft Teams webinar info with HubSpot. With the updated Microsoft Teams integration, you can now:

  • Sync webinar data such as event name, date, start time, end time, organizer, status, and description to HubSpot marketing events
  • Sync webinar activity data such as registrations, attendees, cancellations, no-shows, attendance duration, etc. and display this activity on contact pages
  • Create new contact records for registrants not yet in HubSpot

*available to all Hubs and Tiers with Microsoft Teams integration installed

New Pendo App Features: Bi-directional Sync and Custom Events

The Pendo app for HubSpot now has a bi-directional sync and custom events feature that allows you to:

  • Pull in Pendo visitor data and account data into HubSpot to help customer-facing teams get a more complete view of their customers.
  • Push HubSpot account history and revenue into Pendo to provide additional data points for segmentation, analytics, and guide-targeting.
  • Run targeted marketing campaigns based on specific product interactions by pulling custom event data from Pendo into HubSpot.
  • Create powerful customer health scores in HubSpot by tracking specific interactions that signal a positive experience.

Learn More

*available to all hubs and tiers with the installation of Pendo

New Requirements for App Certification

Starting today, new standards for certification will require apps to have at least 60 unique active installs for eligibility. This increase from the previous requirement of six installs applies to all new submissions and existing app partners. Existing certified apps must have an active install count that meets this new minimum requirement by May 15, 2025 to avoid de-certification.

*available to all hubs and tiers

New & Improved Analytics for Marketplace Apps

HubSpot is committed to giving anyone with a listing in the App Marketplace the insights they need to understand and grow their performance, discoverability, and adoption.

The first phase of these improvements are now available, including:

  • A better way to access app analytics. In your partner portal, under App Marketplace Listings, click on the name of your app. That’s it!
  • A new key resource tab, so you can easily access information about the App Partner Program, app certification, how to leave feedback and contact the app partner team at HubSpot.

*available to all hubs and tiers

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