by:
evmwang
Featured Update of the Month
Create Multiple Knowledge Bases
Businesses need ways to support different audiences - whether because they have multiple products, brands, or varying customer needs. Answers can be challenging to find if they are all in one place, which generates customer confusion and avoidable customer support volume. With Service Hub Enterprise, accounts can now create multiple Knowledge Bases, making their articles more targeted to their specific customer segments and needs.
*available to Service Hub Enterprise customers only
Marketing Hub
Meetings Data Now Available in Customer Journey Analytics
You can now use two different types of meetings data in Customer Journey Analytics:
- Meetings booked measures when a contact books a meeting that is logged in your HubSpot account. This can happen through the meetings link or when you log it onto the contact’s CRM record.
- Meetings outcome changes tracks when a booked meeting on the CRM has changed. With proper filtering, you can specify if the meeting is still scheduled, if the contact no-showed, and more.
*available to Marketing Hub Enterprise customers only
Random Split Lists
You can now take any list and easily split it (up to 10 times) into multiple sub-static lists based on a selected percentage of each.
*available to Marketing Hub Enterprise customers only
Create Campaigns Using Campaign Templates
You can now create your own campaign templates and save it to your new campaign template library.
*available to Marketing Hub Pro+ customers
Rename Default Account Business Unit
You can now update the name of your default account business unit.
*available to Marketing Hub Enterprise customers only
Custom Properties for Marketing Campaigns
The HubSpot CRM enables you to completely customize the data you store about Contacts, Companies, Tickets, Deals and custom objects through custom properties. This allows you to customize HubSpot to fit your business model and organize, group, filter and report on your data your way.
With this update, we’re taking the next huge step to bringing the full CRM-level custom property functionality to Marketing Campaigns as the first supported asset in Marketing Hub.
*available in Campaigns to Marketing Hub Pro+ customers
Approvals For Sending Marketing Emails
The ability for marketers to request approval before sending a marketing email.
*available to Marketing Hub Enterprise customers only
Sales Hub
Forecast Insights Data Well & Improvements to the Forecasting App UI
See how your revenue is trending against your sales targets for the month, quarter, and/or year. The new Forecast insight data well makes it easier to monitor how the forecast and pipeline are trending throughout the quarter.
*available to Sales Hub and Service Hub Pro+ customers
Colored Deal Tags
You can now create colored deal tags, making it easier for users to visually scan the board view and know which deals to prioritize. Super admins can create up to ten deal tags, each based on a set of conditions of your choosing. Deal tags will appear on board cards when those conditions are met.
- Sales Starter: Deal tags apply to all pipelines
- Sales Professional & Enterprise: Deal tags can be applied to a specific pipeline
*available to Sales Hub Starter+ customers
Name Your Phone Numbers
HubSpot customers now have the option to create a personalized “Name” field for their phone numbers. When added, this name will appear alongside the corresponding phone number in the user’s HubSpot account. By utilizing this naming feature, users can easily identify a specific phone number and better understand its intended use. This context can be helpful in streamlining communication and improving efficiency when making outbound calls.
*available to Sales Hub and Service Hub Starter+ customers
Service Hub
Service Playbooks
There are now two new playbook templates designed to support customer service use cases available in Sales and Service Hub Pro+ portals. The “Business Review Playbook” is designed to be used by customer success teams to capture structured notes and critical data during regular customer check-ins, such as quarterly business reviews. The “Customer Onboarding Playbook” is designed to help guide a customer service or success rep’s first call with a newly acquired customer.
*available to Sales Hub and Service Hub Pro+ customers
Advanced Playbook Recommendations
Recommend playbooks using any property in any object (including custom properties and properties in custom objects).
*available to Sales Hub and Service Hub Pro+ customers
Survey Enhancements; New Viewing and Exporting Features
With this update, users can now edit the view of the responses table from surveys by selecting the columns of their choice from the list of available columns. Users can now also export a selected list of columns or all available columns.
*available to Service Hub Pro+ customers
Colored Ticket Tags
You can now create colored ticket tags, making it easier for support reps to visually scan the board and table views and know which tickets to prioritize. Super admins can create up to ten ticket tags, each based on a set of conditions. Ticket tags will appear on board cards and the table view when those conditions are met.
- Service Starter: Ticket tags apply to all pipelines
- Service Professional & Enterprise: Ticket tags can be applied to a specific pipeline
*available to Service Hub Starter+ customers
Session Timeout for Private Content
HubSpot is introducing session timeout for private content, which will force your members to login again after a user has exceeded a preset inactivity period.
*available to Service Hub Professional+ and CMS Hub Enterprise customers
Operations Hub
Deal and Ticket Property Insights in the Data Quality Command Center
Deal and ticket property insights is the addition of deal and ticket objects in the property insights feature of the data quality command center. This enables tracking deal and ticket property issues over time and taking action in addition to contacts and companies.
*available to Operations Hub Pro+ customers
At-Risk and Unused Workflow Trends Available in the Data Quality Command Center
At-risk and unused workflow trends are now available in the data quality command center. This supports proactive monitoring of at-risk and unused workflows over time with a direct link to take action within the workflows tool.
*available to Operations Hub Pro+ customers
Commerce & Payments
Simplified Payment Links
You can now use Payment Links to collect payments for your existing deals. A new payment link can be created or an existing payment link can be associated to a contact, company or deal record. You can now create a link in just 10 seconds, down from an average time of 3 minutes. This improvement makes it easier than ever to get paid and to know when your buyer has paid.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Multiple Payment Links in Forms
Payment Forms have been updated to allow customers to include multiple payment links on a Form. Based on their selection, visitors will be redirected to the checkout page for the payment link they have selected.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Default Settings for Payment Links
Customers can now create default settings for their payment links, making it faster and easier to create payment links already configured how you desire to sell. Settings can always be overridden on individual links.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Improved Payouts Experience for HubSpot Payments
We’ve redesigned the current payouts experience within Payment Settings so you can reconcile payments faster and easier than ever before. Payouts is where you can find the transactional history of funds that were paid to your bank account for transactions collected via HubSpot Payments.
In the payouts view, you can now see upcoming payouts including those that are currently processing with an estimated date of arrival in your account as well as failed payouts in case action is needed. Additionally, when viewing the details of a payout, you can now see more information at-a-glance such as the customer email address as well as a link to the associated Payment record in your CRM, making identification of payments quick and painless.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Support for Payment Links in Conversations Inbox and CRM Emails
Users can now embed payment links via messages sent through Conversations Inbox and CRM emails by utilizing the Insert menu.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Edit Next Payment Date of Subscriptions
Introducing subscription changes with HubSpot payments: you can now modify the next recurring payment date for subscriptions. Gone are the days when you had to cancel subscriptions, only to change the next payment.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Payment Revenue Reporting Dashboard
The out-of-the-box revenue reporting dashboard is now available in the Dashboard Library. It was previously available to all Pro and Enterprise customers. WIth this launch, Starter customers will also get access to the dashboard. This dashboard aims to empower you with a detailed view on your revenue collected with HubSpot Payments, top & bottom product performers, and top sales performers.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
App Marketplace & Integrations
Solutions Directory - Integrations Filter
A new “Integrations” filter is being added to the Solutions Directory. Users can use this to filter their search results to show the partners who have expertise with the selected integrations.
Partners will be able to add up to 50 integrations (integrations list is obtained from the App Marketplace) that they have experience with and we will also start collecting information from partners about the company sizes they usually work with to improve our partner matching algorithm in the future.
*available to all hubs and tiers
One-way Salesforce Cases Sync for the Salesforce Integration
Now users can sync Salesforce cases into HubSpot tickets. As Salesforce cases are created or updated in Salesforce they will be sent into HubSpot. This will allow users to have insight into their Salesforce case information alongside all their other HubSpot customer information.
*available to anyone using HubSpot’s Salesforce integration
**Salesforce integration is available to customers with Professional plans and above
Enroll Contacts in Teachable Courses Using Workflows
Seamlessly integrate HubSpot workflows with Teachable to enroll your HubSpot contacts in online courses and coaching experiences. You can find and connect the new Teachable integration in our Marketplace.
*Workflow integrations are available to all Workflow customers with Pro+ plans
**You will need a Teachable Pro+ account to be able to use this integration
CRM Platform
Admin Set ‘Default’ Views for Index Pages
Admins can now set the views that new users will see by default when they first come to
the index pages.
*available to all hubs and tiers
“OR” Filtering on Index Pages
You can now quickly segment your data on the Index pages using ‘OR’ filters instead of just ‘AND’. Your ‘Quick filters’ will now also show up separately in the ‘All Filters’ panel to make it easier to separate them out from your more complex view filters in the ‘Advanced filters’ section.
Note: Existing views with saved quick filters will not change - but the quick filters will be separated out from the ‘Advanced filters’ in the filter panel.
*available to all hubs and tiers
Mobile
Improvements to the ‘Get Help’ Functionality on Mobile
The experience for getting access to the HubSpot support team from the mobile app has been improved with added functionality to receive Call Back, Attachment support, and the possibility to specify what language you’d like help in.
*Note: HubSpot offers different support channels based on your tier - please review this Knowledge Base article to see what is available to you.
Manage Your Marketing Emails from Mobile
By enabling Marketing Email on the app, we empower marketers with a cross-platform experience that helps them to control and manage their communications.
*available to all hubs and tiers
Multi-Hub Updates
Set Task Due Date to Count Business Days in Workflows
When creating tasks in workflows, you can now set the due date and the reminder date to only count business days.
*available to all customers with access to workflows
Moving Help to the Navigation Menu
The link to HubSpot Help is moving from the bottom-right corner to a ‘?’ icon in the top navigation menu.
*available to all English-language accounts using free hubs
Repeat a Past Import
When importing records to HubSpot, you can now skip several steps by choosing to repeat a previous import. With this new feature, you can simply upload a file, confirm that your property mappings are correct, and finish your import.
*available to all hubs and tiers
Simplifying Association Column Headers
With this change we’ll be simplifying the column name syntax on index pages for associations. Currently, the syntax is:
- “(Label) Associated [Object]”
- Ex: “Primary Associated Company”
The updated syntax will be:
- “[Object] → [Object] (Label)”
- Ex: “Contact → Company (Primary)”
This change will unblock us to add more associated column options down the line, like support for same-object association columns, where the label becomes important, as well as the type of associated object. Your views will stay the same, as no view data will be lost with this change.
*available to all hubs and tiers
Centralized Audit Log of User Actions
A new centralized tool for super admins to view and filter for various user actions that have taken place across their HubSpot account.
*available to all Enterprise customers and accessible by Super Admin users
Form Dashboard Saved Views
Saved Views help to quickly filter lists of data by the properties you want to come back to again and again. This update adds pre-built views to the dashboard, and gives customers the tools to build and save their own views.
*available to all hubs and tiers
Saved Views & New Filterable Properties in Lists
Three major changes to help you manage your lists more effectively.
- Create Saved Views to help you view and access only a subsection of your most important lists. You can now export these too!
- There are new properties available to help you find critical lists. These include 7-day change, Last Record Added At, and Last Record Removed At.
- The Recently Deleted Lists section was updated to include lists that haven’t had a new member join in the last 60 days.
*available to all hubs and tiers
Deactivate Inactive Users & View Inactive Private Apps in Security Center
Now, you can deactivate inactive users from within the Security Center instead of needing to perform the deactivation from the Users & Teams page. You’re also able to see a list of your account’s inactive private apps, which we recommend you deactivate to reduce the number of ways access to data in the account can be granted, right from your Security Center checklist.
*available to all hubs and tiers
An Easier-to-Use “Add View” Modal
We’ve tweaked the “Add View” modal to make it easier to find the view you’re looking for on index pages.
*available to all hubs and tiers
Public Exports API Endpoint
The public exports API will allow customers to programmatically export CRM data for external reporting, or to bring data into third party storage services.
*available to all hubs and tiers
Edit User First and Last Name with New User Record
We’re introducing a brand new full-width User record to give admins a bigger picture of their users in HubSpot. With this new feature, among other things, we’ll be enabling admins to edit a user’s first and last name for the first time.
*available to all hubs and tiers
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