July 2024 Release Notes

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Marketing Hub

Customer Journey Analytics now supports the Campaign 'Influenced Contact' touchpoint

This Campaign feature allows you to streamline tracking and reporting by marking contacts who engaged with campaigns as 'influenced' in Customer Journey Analytics. Get simplified and faster analysis of overall campaign engagement, enhancing the process of analyzing contact interactions for more efficient insights and automation capabilities.

*available to Marketing Hub Enterprise customers

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Module Placeholder for Programmable Email

You can now conceal any unresolved code in an email template within the Marketing Email Editor. This feature ensures that the placeholder updates automatically when a Marketing Email is previewed for a specific contact record and upon sending.

*available to Marketing Hub Pro+ customers

Content Hub

Marketing SMS Replies

Elevate customer interactions with SMS reply management in HubSpot, enabling front-office teams to seamlessly engage, respond, and build relationships through personalized two-way conversations with marketing contacts on the go.

*available to all Marketing Hub Pro+ customers

**this feature is available to customers who have purchased the Marketing SMS Add-On.

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Marketing + Content Hub

Export New CTA Analytics

You can now export analytics for CTAs created through the new editor. File formats include CSV, XLS, and XLSX. Exports include Clicks, Views, Campaign, and Link data.

*available to all Content Hub and Marketing Hub Starter+ customers

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Labels and names for HubDB select column options

You now have the ability to define a marketer-friendly label for column selection options, in addition to a code-friendly name. This allows you to have the best of both worlds - a developer and code-friendly name used in code and the APIs, and a content creator-friendly label that is used and selected in the HubDB editors.

*available to all Content Hub Pro+ and Marketing Hub Enterprise users

HubDB file column

A new column type has been added to HubDB tables, enabling you to choose files from the Files tool including PDFs, documents, images, videos, and other file types. This feature enhances data organization by integrating varied file formats directly within the HubDB tables for increased functionality and flexibility.

*available to all Content Hub and Marketing Hub Pro+ customers

Crawl member blogs

Member blogs allow website visitors to register an account to view private blog content. You can now enable crawling on a post by post basis, allowing bots to read the entire blog content.

*available to all Content Hub Pro+ customers

Registration-Less Password-Less Authentication

Password-less authentication no longer requires a contact to register and create a password. This allows you to improve private content access conversion.

*available to all Content Hub & Marketing Pro+ customers

Source code in HubDB rich text columns

You can now edit the source code of rich text cells within HubDB columns. This ability allows you to enhance customization and control over your rich text content.

*available to all Content Hub and Marketing Hub Pro+ customers

Sales Hub

Approvals for Deal Pipelines

You can now add an approval process to your sales pipelines, requiring deals to be reviewed and approved before progressing down the pipeline. After reviewing, approvers can approve, request changes to, or reject a deal.

*available to all Sales Hub Enterprise customers

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Schedule meetings more than a year in advance

This feature allows you to set a rolling availability range for meeting scheduling pages, enabling prospects to book meetings over a year in advance, offering much greater flexibility compared to the previous maximum of 11 weeks.

*available to all hubs and tiers

Search on Ticket Message and Comment Keywords

You can now search for tickets using message and comment keywords in the help desk! Search for keywords or phrases and access the corresponding ticket(s) in the search results, see a snippet of the message with the matching search term in the new “Messages” column of the search results page, click into the search result to be taken directly the message, and even perform exact searches for the most precise search results.

*available to all Service Hub Pro+ customers

Service Hub 

Unlimited rules in a Skill-based Ticket Routing ruleset

Skill-based ticket routing makes it easier than ever to match your support reps to the kind of ticket you receive. With skill-based routing, you are now in control of how tickets are routing and with unlimited sequential rules, you can build for any use case you need.

*available to all Service Hub Enterprise customers

Customizable Registration Follow-Up Emails

Last year, we introduced registration follow-up emails to enhance membership conversion rates, employing a standard template. Now, you can personalize these emails using the marketing email editor for a more tailored approach to engage potential members more effectively.

*available to all Content Hub and Service Hub Pro+ customers

Customizable Password-less Auth Emails

You can now customize your password-less auth emails, ensuring consistency with your branding and improving registration completion rates. Additionally, password-less auth will now be available for all portals with access to private content.

*available to all Content Hub & Service Hub Pro+ customers

Editable system pages for Memberships

Get the same look and feel across the board on your website with this new update. All membership system pages are now customizable through the design manager allowing you more branding uniformity than ever before.

*available to all Service Hub Pro+ customers

Sales + Service Hub

Forecasting with Multicurrency

Set your preferred currency in the forecasting app! This new feature enables you to view forecast data and submit manual forecasts in the currency of your choice.

*available to all Sales Hub & Service Hub Pro+ customers

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Weighted Rotation option in Meeting Rotations

You can now create a weighted rotation for booking meetings through the CRM. Meeting rotations can be created with a weighted distribution so that you can better allocate your meetings to the right team members.

*available to all Sales Hub & Service Hub Pro+ customers

User Out of Office for Inbox and Help desk

With user out of office, you can set out of office blocks based on your timezone, which might vary from the account's or your team's timezones. When you are out of office, your availability status will be changed to Away and you will not be eligible for automatic assignment in inboxes or Help desk.

*available to all Sales Hub & Service Hub Pro+ customers

Commerce Hub

Apply Taxes on Line Items

You now have the ability to create, organize, and apply tax rates on individual line items across all tools such as Quotes, Deals, Payment links, Invoices, and Subscriptions.

*available to hubs and tiers

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Payments enhancements for Quickbooks Online two-way sync

Are you using the two-way invoice sync for Quickbooks Online? Good news! You now have access to key sync information and navigation links on payments that are in sync.

*available to all hubs and tiers

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New Product Create Side Panel

Personalize your product create and editing environment. This new update allows you the flexibility to customize the layout of the product create panel, resulting in a workspace that suits your preferences.

*available to all hubs and tiers

Collect payments in round robin scheduling pages

Commerce Hub Payment Links are now native in round robin scheduling pages! This allows you to receive payments for meetings booked via round robin scheduling pages.

*available to all hubs and tiers

Pause Subscriptions

Commerce Hub Subscriptions can now be paused and resumed so you can take a temporary break from billing and payments without having to cancel. This makes it easier for you to handle changes to recurring billing without resulting in churn.

*available to all hubs and tiers

Operations Hub

Workflows Health Tab

You can now access a summary revealing the number of workflows with potential issues and the number of unused workflows in their account. This feature provides valuable insights into workflow health and usage within the account.

*available to all Marketing Hub, Service Hub, Sales Hub, & Operations Pro+ customers

Delete Option in Fix Formatting Issues Tool

In addition to the existing ability to accept or reject our recommendations in the fix formatting issues tool, you can now delete the record directly within the app. This allows you to have complete control over your data.

*available to all Operations Starter+ customers

Edit Option in Fix Formatting Issues Tool

Enjoy more data control and smoother processes with this update. In addition to the existing ability to accept or reject our recommendations in the Fix Formatting Issues tool, you can now edit the record directly within the app. 

*available to all Operations Starter+ customers

Interactive workflow diagram highlighting an object's path through a workflow

The workflow editor now integrates Enrollment History directly into the workflow diagram, offering you a visual breakdown of each enrollment's unique journey. This feature provides instant insights into successful actions, errors, and detailed step-by-step logs for enhanced workflow analysis and efficiency.

*available to all Pro+ customers

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Smart CRM 

Order and Cart Lists

You can now easily find your most important orders by using any property or event data from the Orders or Cart object or its Associated Objects. Once you create a list, you can easily reference that segment across various tools like workflows, reporting, and saved views.

*available to all hubs and tiers

Ticket Lists

Now, you can easily find your most important tickets by using any property or event data from the Tickets object or its Associated Objects. Once you create a list of tickets, you can use that list across various tools like workflows, reporting, and saved views.

*available to all hubs and tiers

Stage Tracker for Associated Records

Imagine viewing a deal stage tracker on the company record, and editing the deal stage and properties directly from the company record. Now, you can! The new Association Stage Tracker card will let you display a stage tracker and up to 4 properties from associated records from the record middle column.

*available to all hubs and tiers

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Quick Create

Enhance your productivity and streamline your workflow with our in-context quick create feature. Experience the convenience of creating relevant objects in real-time, directly where you need them all while minimizing distractions.

*available to all hubs and tiers

Set validation rules for HubSpot default properties

You can now maintain consistent and accurate data in the CRM. This new feature allows you to set validation rules for certain default properties so that users must meet the property’s requirements in order to save a value.

*available to all hubs and tiers

A Unified Record Page Editor

Until now the record page customization experience was disparate and disconnected. The unified record page editor now allows you to easily customize the record in one place, giving you a holistic view of what your teams will see.

*available to all hubs and tiers

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You can now see remapped enumeration options on the post-import screen

Say goodbye to difficult data change tracking. With this new update you will now see on the post-import details screen which dropdown or multi-select options in your file were remapped in the import process.

*available to all hubs and tiers

Specify the Timezone of Your Date and Time Picker Properties In Import

Run into fewer data quality issues when importing to date and time picker properties. If you include a Date and Time property in your import, you'll now be able to specify the intended timezone of the data in your import file.

*available to all hubs and tiers

Mobile

Create and Associate Tasks with Custom Object on iOS

Before, you were only able to create tasks and associate them with custom objects on the desktop app. You can now create tasks and associate them with custom object records on iOS.

*available to all Enterprise customers

Create Tasks & associate them with Custom object records on Android

On Android, you can now create tasks and link them to custom object records, facilitating task management on mobile devices. This feature enhances workflow organization by providing seamless task association with custom object records.

*available to all Enterprise customers

Inactive Cards - live on iOS + Android

You can now identify your inactive deals on both mobile and web platforms. Your sales reps can now access deal progress information faster than ever!

*available to all hubs and tiers

Create Custom object records on iOS

If you’re wanting more on-the-go friendly features through the mobile app, this one's for you! You can now create custom object records from the global create menu on Android.

*available to all Enterprise customers

Date range support for Dashboard reports on Mobile [iOS and Android]

Easily customize the date range on Dashboard Reports on the go! iOS and Android Mobile apps now support filtering by date range so that you can view past trends and metrics.

*available to all hubs and tiers

Create Custom object records via global create on Android

Get more out of the Hubspot mobile app with this update. From the global create menu on Android, you can create custom object records on the go.

*available to all Enterprise customers

App Marketplace

Seamlessly install both of HubSpot's Zoom integrations together

If you use HubSpot's Zoom integration for meetings and webinars, you can now seamlessly install HubSpot's in-meeting app for Zoom right from your Zoom integration settings page within HubSpot. Or, if you don't currently have HubSpot's Zoom integration installed, when you install that integration, you'll also be able to install HubSpot's in-meeting app for Zoom together via one seamless process.

*available to all hubs and tiers

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Access Zoom Webinar Audit Logs for Faster Issue Resolution

HubSpot's Zoom integration now gives you visibility into webinar sync issues if they arise. Any issues, plus information on how to fix them, are now visible to you directly within HubSpot on your Zoom integration settings page.

*available to all hubs and tiers

Unified Customer Feedback in App Marketplace Dashboard

With this new update, giving feedback on app partners is a breeze. A new Customer Feedback tab is now available on the App Marketplace app success dashboard including the following sections: Ratings & Reviews, Uninstall Survey Responses, and Private Feedback.

*available to anyone with an app listed on the HubSpot App Marketplace, including super-admins and other users added to the developer account.

Multi-Hub Updates

"New to you" tab in Product Updates

Want to keep up with all the new changes on the Product Updates page? Now you can with the “New to you” tab on the Products Updated page where you can easily view what's changed since you last visited the Product Updates page.

*available to all hubs and tiers

Form Submissions Export with Date Range Filters

We are excited to launch a new feature that enables you to export form submissions with date range filters. With this update, you can easily select the list of fields and the form submissions from a specific date range and export them.

*available to all hubs and tiers

Line Item Panel Redesign for Quotes and Deals

Looking for ways to streamline the creation of line items for deals and quotes? Now you can with this new update which makes the process more intuitive and seamless.

*available to all hubs and tiers

Actions for Audit Logs

Looking for ways to save yourself some time? This update allows you to undo Contacts deleted by your users and also download the data your users exported without leaving the Audit Logs page. 

*available to all Enterprise customers