by:
evmwang
Introducing Release Notes, our new and improved version of the Monthly Product Updates Blog. We hope you love this new format and our other new materials around what’s new in HubSpot (coming soon!).
Featured Update of the Month
Data Model Visualization
Whether you're just getting started with the HubSpot CRM, migrating from another CRM, or revisiting your data model after some time, mapping your business to the HubSpot data model can be daunting. Without a holistic view of HubSpot data concepts and terminology, it's easy to lose track of how objects are connected and where data is stored. These barriers can slow down your implementation and create cracks in your data foundation that can lead to data quality issues over the long term.
The data model overview helps you to get up to speed on essential HubSpot CRM concepts and terminology—all in one place. That way, you can set up your data model quickly and correctly, ensuring a solid foundation for data quality as you scale. If you're an Enterprise customer, you can also take advantage of the new easy-to-use custom object builder to create custom objects and see them appear, in real time, in the data model overview.
You can learn more about creating, editing and managing custom objects in the UI in this knowledge base article.
*Available to all hubs & tiers
**Custom Object Builder is only available to Enterprise customers
Marketing Hub
Marketing Events association with HubSpot Campaigns
Associate a new asset type to a campaign in HubSpot: Marketing Events
*available to Marketing Hub Pro+ customers
Sales Hub
Notify if Meeting Booked via Insert Proposed Times
This enhancement to booking meetings will now ensure the meeting organizer gets notified when someone books a meeting with them through the "insert proposed times" feature.
*available to all Sales and Service Hub customers - all tiers
Automatically Associate Calls with Meetings through HubSpot AI (Zoom Only)
HubSpot AI will now automatically associate calls made through Zoom.us with meeting records in HubSpot.
Note: The first version of this feature is for Zoom meetings only. HubSpot AI-powered automatic associations for meetings from other integrations are still in development.
*available to Sales and Service Hub Pro+ customers and has transcripts enabled
Service Hub
Custom Goals v3 (Custom Properties)
Add the ability to create goals from custom properties, not just default properties.
*available to Service and Sales Hub Enterprise customers
**user seat required
Goals Endpoints (v1 GET/Export)
Add API endpoint to export goal data
*available to Service Hub Pro+ customers
Seamless Conversation Handoff Across Inboxes
Agents in the Inbox can now control how a conversation is reassigned to agents in another inbox, with the option to assign to any agent, a specific team or agent, the current assigned agent or contact owner, or as unassigned in the target inbox. An agent can also leave a comment on a reassigned conversation, providing valuable context to the reassigned agent.
*available to Service Hub Starter+ customers
CMS Hub
New Tabbed Card Default Module
The tabbed card default module contains usability improvements to streamline website design. This is an exciting addition since tabs are a foundational building block when producing content. This new module is available to all accounts and existing content will not be impacted. The tabbed card module is built to work well with all themes available, including Growth.
*Available to all hubs & tiers
New Image Grid and Image Slider Default Modules
The new image grid and slider modules are substituting the existing gallery default module. This update contains UX improvements as well as additional module functionality to streamline website design. All accounts will have access to it, and existing content using gallery modules will not be impacted.
*Available to all hubs & tiers
Commerce
Schedule Subscription on a Future Date
HubSpot Payment customers can configure recurring products & services to start billing on a future calendar date. This works on both payment links & quotes.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub.
Schedule Subscription on a delay from checkout
HubSpot Payments customers can configure recurring products & services to start billing on a delay from the checkout date. Additionally, customers can sell recurring line items that are on different start dates, along with different billing frequencies and term lengths.
*available to all Payments customers
**HubSpot payments is available to U.S.-based customers using a Starter, Professional, or Enterprise edition of any hub
Mobile
A new experience for finding records in the HubSpot Android app
We've completely redesigned and rebuilt the index screens for contacts, companies, deals, and tickets in the HubSpot Android app, adding support for saved views, quick filters, and ascending/descending sorting.
*available to all HubSpot users with the HubSpot mobile app downloaded on their Android advice
View and add comments on iOS
We've added the ability to view and add comments to engagements such as notes, logged calls, and meetings on the HubSpot iOS app.
*available to all HubSpot users with the iOS app with version 4.8.0 or higher
Ticket @mention Notifications
Until now, getting notified of @mentions on tickets was only possible on the desktop app. Bringing these notifications to the HubSpot mobile app means users can now get notified about ticket mentions, ownership reassignments, or status updates wherever they are. This gives our users more flexibility in organizing their teams and optimizing their customer experience.
*available to all HubSpot users with the HubSpot mobile app
Multi-Hub Updates
Security Center
This is our first release of the new Security Center feature! It has a checklist of security criteria that will help customers understand how well-protected from security incidents their HubSpot accounts are. Each portal receives a score out of 100%, & we'll be adding criteria as we continue to build this out.
*available to all hubs & tiers
Calendar view when scheduling the CRM
This update will give users a view of their calendar availability when scheduling a meeting in the CRM. With this release, users will have all the information they need to complete their bookings in one place.
*available to all hubs & tiers
Files Tool Partitioning
Working with a large team in HubSpot just got easier. Admins can now manage which teams should have access to which folders and sub-folders on their portal.
*available to all hubs with Professional and above plans
New Workflow Action to Create Refund Receipts in QuickBooks
HubSpot’s QuickBooks integration now has a new payment-based workflow action that allows you to reflect refunds from HubSpot's payments tool as refund receipts in QuickBooks.
*HubSpot’s QuickBooks integration is available to all HubSpot customers. However, payment-based workflows are only available to customers with Professional plans or above.
Presets now include Notification Profiles
Presets is a centralized tool to help admins configure their users within their HubSpot account. Now within Presets, admins will also be able to add Notification Profiles, which can be applied to users within their account.
*available to all hubs with Professional and above plans
Clone Products
You can now clone products in the Product Library. The new Clone Product functionality helps you cut down on time and avoid costly data entry mistakes in the Product Library whether you're just getting started or growing your product list.
*available to all hubs with Professional and above plans
Filtering in Meetings Library
With this update, users will now be able to filter the meetings scheduling pages in their library by Type and Business Units. This update also includes the ability to search the Meetings library.
*available to all hubs & tiers
**Business units are only available on Enterprise portals
Data Sync of Activities (Meetings, Calls, Notes, Tasks, Emails)
Activities are the newest object to be added to the Data Sync framework, alongside Contacts, Companies, Deals, Invoices and the Product library. We're releasing Activity Sync across 4 data sync apps right now, and plan to roll it out across some other data sync apps throughout 2023.
*available to all hubs & tiers
Left Sidebar Conditional Customization now in Pro+
HubSpot is bringing the ability to conditionally customize the left sidebar to Pro+ customers. Previously, only Enterprise customers could create default record sidebars for specific teams and make a record sidebar section conditional. Now, we’re moving this feature to Pro+ across all hubs so that more customers can access it.
*available to all hubs with Professional and above plans
Resync deleted records in a data sync connection
We're now adding a way for users to resync records that HubSpot has in fact stopped syncing, because we detected they were deleted on either side of the sync.
*available to all hubs & tiers
Owners will now sync in data sync apps
We're adding a new default mapping to several data sync apps to allow keeping record owners in sync. Data sync is the native way of syncing HubSpot with your third-party apps.
*Owners is a part of the default mapping for around 50 data sync apps, and it is being gradually rolled out over these apps in the next few days.
Sync Complete Notifications
Sync Complete Notifications gives more direct feedback about a data sync connection that has been setup.
There are two main stages to a data sync:
- Initial sync: Right after turning on a new data sync, we'll update your records between the two systems that match the sync rules.
- Continual sync: After the initial sync and as long as sync is ON, we'll check for updates every 5-10 minutes.
For large databases, the first initial sync could take several hours! From now on, we will send out a notification when that initial sync has completed - in other words, when the sync moves into a continual sync.
*available to all hubs & tiers
Form Submissions Email Notification Changes
We are introducing an update to who can be added to the Form submissions email notification recipient list.
In July 2022, we released a change that prevented users from adding non-user email addresses to the Form submissions email notification recipient list, and as of July 12th, 2022, Non-HubSpot users who were not added as a user stopped receiving form submissions notifications.
As a continuation of that change, we are sunsetting support for sending form submission email notifications to unverified HubSpot email addresses too.
“Unverified users” refers to users who have not finished setting up their HubSpot user account.
This change will be applicable across HubSpot products where form submission notifications could be set up such as regular HubSpot forms, Non-HubSpot/Collected forms, Ads Lead Syncing, and CMS Forms.
*All HubSpot portals that have form submissions notifications setup that includes one or more email addresses that belong to either a Non-HubSpot user or an unverified user will be impacted
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