January 2024 Release Notes

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Marketing Hub

Marketing Calendar Usability Improvements

We're introducing a handful of usability improvements to the Marketing Calendar. These updates include:

• A new "List view" to provide an overview of events across an entire month
• Increasing the minimum height of the Marketing Calendar allowing more events to be viewed at once
• Re-arrangement of some of the buttons to improve usability

*available to Marketing Hub Pro+ customers

One Click Unsubscribe

Updating email headers to be compliant with one-click unsubscribe requirements. Google / Yahoo have announced that starting February 2024, they will be enforcing one-click unsubscribe. To ensure our emails are compliant we need to make updates to our current email header format. You may see a spike in unsubscribe rates once this is released.

*This update will apply to all marketing emails sent out of HubSpot. We will slowly roll out this update over the next two weeks, and all customers will have the updated headers before February 1.

Associated deal value: A new metric rolling out for Marketers

Today, we're giving Marketing Pro customers additional insights into the impact of their campaigns on revenue.

Introducing 'Associated deal value' a new metric that sums the total deal value of all the closed-won deals associated with a campaign.

*available to Marketing Hub Pro customers

Email Variable Domains

Moving forward, all marketing and transactional emails sent out of HubSpot that do not use a Connected Email Sending Domain will be subject to a variable domain managed by HubSpot. This enables the automatic detection and removal of your unauthenticated domain without canceling the send (though it may negatively affect how your recipients engage with your emails).

*available to all hubs and tiers

SPF/DMARC for All

'SPF & DMARC for All' will add SPF and DMARC records to the 'Connect an Email Sending Domain' flow, and expose connection status directly in HubSpot. Customers will now be able to:

• Copy DMARC and SPF records directly from HubSpot to their DNS
• Check the connection status for DMARC, DKIM, and SPF directly in HubSpot

*available to Marketing Hub Starter+ customers

Social Composer Draft Experience

Marketers can now create their social posts faster than ever, with the new draft option on iOS and Android. Creating content simultaneously for all your social networks, now it’s possible!

*available to Marketing Hub Pro+ customers

Learn More

Linkedin Documents Support

You can now publish and report on Linkedin documents (PDFs).

*available to Marketing Hub Pro+ customers

CMS Hub

Audio Module in Pages & Blog

You can now add an audio module to their website, landing pages, or blog post content and upload any audio file.

*available to all hubs and tiers

Sales Hub

Currencies API

The currencies API is now live and available for use, offering you a new way to manage your multi currency experience in HubSpot. With the currencies API, you can manage the currencies used in your HubSpot account, including setting your account's company currency, creating additional currencies, and updating currency exchange rates.

This will serve two customer segments:

1. Customers who wish to build a custom integration for their account, and
2. HubSpot partners who build marketplace apps that any HubSpot customer can install

Using the API, you can integrate a HubSpot account to an external source for automated, dynamic foreign exchange rate updates for the currencies set up in the account.

*available to Sales Hub Starter+ customers

Deal Pipeline Rules

You can now set and manage rules for your deal pipelines, allowing you to better manage controls of your pipelines and protect the integrity of your data.

The new pipeline rules include:

• Limit the creation of new deals to a single deal stage. Once you enable this rule, all new deals will only be created in the selected deal stage.
• Restrict skipping stages. Enabling this rule forces each deal to move through every deal stage sequentially in the pipeline. Exception: Deals can still be moved directly to "Closed lost."
• Restrict backward movement. Enabling this rule will prevent deals from moving backwards.

The existing feature to limit editing access per deal stage has been moved to the new "Pipeline Rules" tab on the "Pipeline Settings" page.

*available to Sales Hub Pro+ customers

Learn More

Service Hub

Explicit View/Edit Permissions for Feedback Surveys

Prior to this change, all users who had “Service Access” had access to the feedback surveys tool by default. With this change, Admins can control whether a user who has “Service Access” should be able to access “Feedback Surveys” or not.

This change also enables Admins to grant explicit permissions for Viewing and Editing feedback surveys.

Users who have the “Edit” permissions will be able to create, publish and also delete feedback surveys.

Users who have the “View” permissions only will be able to see the surveys and responses, but will not be able to create, publish or delete feedback surveys.

*available to Service Hub Pro+ customers

Skill-based Ticket Routing for Help Desk Emails

Skill-based ticket routing allows matching incoming customer inquiries to the best-skilled agent to resolve the issue quickly. By using associated customer and ticket information, admins can create a set of rules to route to teams and/or users with matching skills.

*available to Service Hub Enterprise customers only

Learn More

Move inbox channels and conversations to Help Desk

Admins can now move an existing email or form channel from the inbox to help desk. They can also choose to move historical conversations and associated tickets to help desk when moving the channel.

*available to Service Hub Pro+ customers

Learn More

Channel Accounts now listed as Conversation property in the Inbox

Companies with enough business complexity offer and segment support across multiple email addresses, multiple chat flows, and multiple WhatsApp numbers. Their support reps and admins might want more granularity in filtering conversations at the channel account level. Customers can now access their full conversation data to serve their needs.

*available to all hubs and tiers

Sales + Service Hub

Customized Reminder Emails in Meeting Scheduling Pages

Previously, all reminder emails were sent as the same basic template leading up to a meeting. Now, HubSpot users are able to provide more customization and personalization in reminders for meetings booked through scheduling pages.

*available to Sales and Service Hub Starter+ customers

Commerce Hub

New Stripe payment processing (BETA) now available in HubSpot Free Tools

The new Stripe payment processing (BETA) is now available for accounts with HubSpot Free Tools, enabling you to collect payments within the CRM and leverage Commerce Hub billing and invoicing features. Using Stripe as your payment processor allows you to accept credit card or ACH payments from your customers seamlessly.

*available to all hubs and tiers

**Stripe payment processing (BETA) is not available to customers hosted on the EU data center.

Record Payments Manually for Invoices

This feature enables HubSpot Invoices users to create payment records manually for invoices, or add associated existing payment records to invoices to "pay" them. This functionality replaces the "Mark Paid" functionality, since it achieves the same goal (i.e. indicate that an invoice was paid and is no longer due), but also facilitates the creation/maintenance of clean, rich payment data.

*available to all Commerce Hub users

Operations Hub

Save and reuse groups of workflow actions with Action Sets

You can now save a group of workflow actions into an Action Set so that you, and the rest of your team, can re-use.

*Action Sets are available for all Enterprise portals with workflows access.

Learn More

Two-way activity sync for more data sync apps

We're unlocking two-way activity sync for some existing data sync apps that prior were only syncing their data inbound. The data sync apps benefiting from this update are Copper, Zoho CRM, Microsoft Dynamics and Outreach.

*available to all hubs and tiers

**Operations Hub Starter is not required to set up a two-way sync.

Redesigned Workflow Action Experience

The redesigned workflows experience includes:

• Redesigned action and trigger cards to help keep the overall view concise and focused on the most important details
• A reorganized action panel, removing the long unruly list of actions and providing a more structured and searchable list
• Improved contextual guidance to help choose the right action for the right job
• An easier path to discover, connect and use workflow integrations

Custom Code Descriptions

You can now provide an optional description for your custom code action that will also display on the action card when viewing your workflow.

*available to Operations Hub Pro+ customers

Data Sync search by email address

• We have introduced the ability to search contact records using the email address, expanding the search capabilities beyond name parameters and IDs.
• You can now choose to display 25, 50, or 100 records per page on the record view of our sync performance tool, aligning this feature with the search experience in the CRM.
• We have tweaked the processing animation on the record view, making it more clear the sync is in a processing state.

*available to all hubs and tiers

CRM Platform

Updates to Custom Object & Property Limits

Custom Objects

• Increased portal limits that will be applied and enforced across all enterprise portals starting January 4, 2023.
• All enterprise-tiers will receive an additional 500,000 custom object records. The newly enforced limits are:
• Operations Hub Enterprise: Up to 20 custom object definitions, 1,500,000 total custom object records, and 100 custom object pipelines.
• All other Enterprise subscriptions: Up to 10 custom object definitions, 1,000,000 total custom object records, and 50 custom object pipelines.
• If your portal requires more custom object definitions, records, or pipelines, you will need to purchase the Custom Object Add-on.
• Changes to the Custom Object Add-on that go into effect on January 4, 2023.
• Define 10 more custom objects and store 1,000,000 more records across all of your custom object definitions in HubSpot.
• Maximum capacity of 59 capacity packs and 50,000,000 custom object records per account.
• Available as a limit increase to Enterprise editions of Marketing Hub, Sales Hub, Service Hub, CMS Hub, or Operations Hub.

Custom Properties

• New! Custom Properties Add-on available on January 4, 2023
• Increase your included custom properties limit by increments of 500 custom properties.
• Purchase multiple limit increase packs for more volume.
• Maximum capacity of 3,000 custom properties per object (contact, company, deal, ticket, custom object, etc) per account.
• Available as a limit increase to Professional and Enterprise editions of Marketing Hub, Sales Hub, Service Hub, CMS Hub, or Operations Hub.

Calculated Properties

• Changes to Professional-tier limits for all Hubs that go into effect on January 4, 2023.
• We are raising professional tier calculated property limits from 5 calculated properties to 25 calculated properties per portal.
• New! Calculated Properties Add-on available on January 4, 2023
• Increase your included calculated properties limit by increments of 25 calculated properties
• Purchase multiple limit increase packs for more volume.
• Maximum capacity of 500 calculated properties per account.
• Available as a limit increase to Enterprise editions of Marketing Hub, Sales Hub, Service Hub, CMS Hub, or Operations Hub.

Visualize Associations

A visual representation of associations between object types including association labels and limits. Additional information is now easily accessible about association labels within the data model overview and we’ve added a new, associations-specific view.

*available to all Pro+ customers

Learn More

Conditional Property Options for HubSpot-defined Properties

You can now define conditional property options that will be reflected across the CRM for certain HubSpot-defined properties. This will enable you to filter down the options that can be selected for a given property based on the value of another property.

For example: If "Deal Pipeline" = "Sales Pipeline", then for "Deal Type", only show "New Business".

*available to all Pro+ customers

Learn More

App Marketplace & Integrations

Sync NetSuite Status Field to HubSpot

The NetSuite status field is now available to sync two-way for contacts and companies with the Netsuite app for HubSpot.

*available to all hubs and tiers

Enroll in a HubSpot Sequence and Book a Meeting from NetSuite

If you're using NetSuite as your CRM and HubSpot for prospecting, you can now enroll in a sequence or book meetings from a contact, lead, prospect, or customer in NetSuite through the HubSpot Embed. No need to jump back and forth between HubSpot and NetSuite like before.

*available to all hubs and tiers

Enroll in a HubSpot Sequence and Book a Meeting from Microsoft Dynamics

If you're using Dynamics 365 as your CRM and HubSpot for prospecting, you can now enroll in a sequence or book meetings from a contact or lead record in Dynamics 365 through the HubSpot Embed. No more jumping back and forth between HubSpot and Dynamics 365 like before.

*available to all hubs and tiers

Additional Product Sync: Resale Items for NetSuite

You now have the ability to sync non-inventory resale items and service resale items from NetSuite to the HubSpot product library - bidirectionally.

*available to all hubs and tiers

Private App Access Token Rotation Reminder Emails

As part of ongoing efforts to protect our customer's data, if your HubSpot account has Private Apps, we will now send super admins email reminders to rotate these Private Apps’ access tokens every 6 months. We will also send email notifications when Private App access tokens are rotated to make the rotation process easier.

*available to all hubs and tiers

Mobile

All your To-Dos in one place! Meetings + Tasks now on Mobile

Mobile Calendar made it simpler to view and create new meetings on the go. Now you can view your tasks for the day in the same place too!

*available to all on iOS and Android

Unread notifications indicator

The unread notifications indicator gives you a way to see at a glance if you’ve got unread push notifications without having to navigate to the mobile notification centre.

*available to all customers on iOS and Android

Enroll contacts into a sequence from a company or deal on the HubSpot Mobile App

You are now able to enroll contacts into a sequence from the company or deal record.

*available to Sales and Service Hub Pro+ customers

View, Delete, Share and Recall Quotes on Mobile [iOS and Android]

Customers on mobile now have the ability to view, delete and recall quotes from the HubSpot Mobile apps. The feature can be accessed from the Deal record.

*available to all hubs and tiers

View Line Items on the HubSpot Mobile app [iOS and Android]

Once you update your HubSpot Mobile App to the latest version, you will have access to the Line Items tab within the Deal record.

*available to all hubs and tiers

Add, remove or delete line items from Deals and Quotes on Mobile [iOS and Android]

Customers can add or remove line items from the Deal record as well as add or remove line items from Quotes.

*available to all hubs and tiers

A new experience for the Deals Board on iOS

We're rebuilding the Deals screen in the HubSpot iOS app to make it much more powerful and easy to use.

*available to all hubs and tiers

Mobile Sales Email Enhancements

Mobile sales reps can now enjoy an enhanced mobile sales email experience from the HubSpot mobile app when prospecting and selling from anywhere. Early this year we added the ability to reply and reply-all to contacts. Since then we have added many more features to bring the mobile sales email experience to a high standard for our mobile sales reps to benefit from communicating directly with the HubSpot mobile app

*available to all customers on iOS and Android

Learn More

Multi-Hub Updates

New permission setting to control who can access audit logs

With this rollout, HubSpot users who have the 'Audit Log Access' permission toggled on can view the Audit Log feature in their HubSpot account.

*available to all hubs and tiers

New Permissions setting to control who can create, edit subscription types

The ability to create and/or edit subscription types on the Subscriptions settings page is now separated from the marketing email permissions.

With this rollout, HubSpot users who have the 'Add & edit users' permissions can now disable the ability to create and/or edit subscription types for new and existing users in their HubSpot account within the Marketing tab.

*available to all hubs and tiers

Opt-out cookie consent banner type

The new 'opt-out' banner broadens HubSpot's cookie management toolkit, specifically for areas with more lenient data privacy regulations compared to the EU. It permits cookies to track visitors by default, while still empowering them to opt out at any point.

*available to all hubs and tiers

New HubSpot Subdomains

HubSpot is now sending email from subdomains of '@hubspot.com'.

Suspicious Login Alerts

Suspicious login alerts are a new notification sent via email when we detect that a user is accessing HubSpot in a way that is unfamiliar or risky for them. We will send an email to any admin on an account with these alerts enabled that details the user's login, so an admin can quickly follow up if there's anything unexpected going on.

*available to all hubs and tiers

Association Label Limit Notifications

Introducing association label limit notifications!

Going forward, HubSpot super admins will be notified when they are approaching or hitting association label limits for their portals. Notifications will be available as sidebar notifications and emails, and enable users to proactively action on impending label limits.

*available to all Pro+ customers

Association Limit Notifications

Introducing association limit notifications!

Going forward, HubSpot super admins will be notified when they are approaching or hitting association limits for their portals. Notifications will be available as sidebar notifications and emails, and enable users to proactively action on impending limits.

*available to all hubs and tiers

Association Label Limit Increase

The association label limit increase will enable users to define up to 50 paired or singular labels per object pair (e.g., contact to deal).

*available to all Pro+ customers