June 2023 Release Notes

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Featured Update of the Month

AI Content Assistant

Content Assistant is now in Public Beta and accessible to all hubs and tiers with no waitlist! Continue reading to see what features we’ve added to the latest June edition of Content Assistant: 

• Blog, Landing Pages, Website Pages: Content Assistant can now generate titles & meta descriptions for your blogs, landing pages and web pages. 
• Marketing Email: Content Assistant enables generating marketing email copy by providing a simple prompt and provides tools to tweak your drafts by rewriting, shortening, expanding, or changing the tone of your text.
• CTAs: You can now generate CTA copy from scratch using simple prompts or re-write existing content by opting to rewrite, shorten, expand, or change the tone of the text they select.
• Social Inbox: Quickly generate social media captions for Facebook, Instagram, Twitter or LinkedIn, using just a simple prompt.
• Chrome Extension for Gmail & iOS: Generate a sales email draft in minutes, directly in your Gmail (using the HubSpot Chrome extension) or in the HubSpot iOS app
• Conversations Inbox: Simply draft a message directly in Conversations Inbox, then with a click of a button, rewrite, expand, summarize, or change the tone of your message

*available to all hubs and tiers

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Sales Hub

Colored Object Tag Enhancements

You can now do more with the deal tag and ticket tag properties. 

• View object tags on the record page
• Use object tags in automated workflows
• Use object tags in reporting

Essentially, you can now use colored object tags as you would any other property within your HubSpot account.

*available to all Sales and Service Starter+ customers 

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Choose Between Multiple Engagement Types When Logging a Playbook

Playbook editors can now choose what type of engagement is logged when a playbook is completed. Additionally, we added a new option that allows users to update linked CRM properties without logging an engagement.

*available to all Sales and Service Pro+ customers 

Coaching Playlists

Coaching playlists is a new feature that enables users to save call recordings to playlists, making it easy to onboard and upskill reps at scale.

*available to all Sales and Service Pro+ customers 

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Service Hub

Embedded Automation in Custom Surveys for CSAT/NPS

We are excited to announce the launch of embedded automation in custom surveys for surveys that contain either a CSAT or an NPS question.

*available to Service Hub Pro+ customers

CMS Hub

An Updated User Interface for CMS Content Editors

A new user interface for the landing page, website page, blog post, blog listing, global content, and theme editors.

*available to all hubs and tiers

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Operations Hub

Activities in the Data Model Overview

Activities will now be visible as their own group within the Data Model Overview. Customers will be able to see key information about each activity as well as how activities relate to CRM objects or custom objects. We've also improved the layout and design of the Data Model Overview to make it easier to understand and interact with.

*available to all hubs and tiers

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Automatic Dropdown Mapping in Data Sync Connections

Data sync powers over 100 different integrations in the marketplace already, and does so across a variety of objects ranging from contacts over deals to invoices. In a long-awaited update, field mappings of custom dropdown & multi-select fields will become mappable in a two-way sync configuration.

*available to all hubs and tiers; Operations Hub Starter required

Commerce & Payments

Checkout Page Included in Google Analytics 

You will be able to see data from the HubSpot Payments checkout page in your Google Analytics account starting June 14, 2023. Your buyer uses this checkout page when they are paying for a payment link or quote. 

*available to all Payments customers

**HubSpot Payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub

Subscriptions Index Page

Customers who sell subscriptions (or collect recurring payments) with HubSpot will now have a brand new home for all their subscriptions.

*available to all Payments customers

**HubSpot Payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub

Update the Buyer Contact on a Subscription Record

Customers who sell subscriptions with HubSpot payments can now update the contact recorded on a subscription as the buyer. Once updated, the recipient of all subscription-related emails will automatically be updated.

*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

New Hubspot Embed for Salesforce

HubSpot’s Salesforce integration now has a new HubSpot embed available to provide users with a more comprehensive view of their data within Salesforce. With the new embed, users can access all timeline insights, contact and company insights, property history, and more. This feature can now be added to various types of Salesforce records, including leads, contacts, accounts, and opportunities, in addition to existing automation and target accounts capabilities.

*available to all customers with Pro+ plans

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Integration Sync Card for Dynamics 365

Need extra confidence your integration is syncing with the right record? You can now view Dynamics 365 sync status and linked records directly from the contact record. This feature is available for contact, company, and deal records in HubSpot.

*available to all hubs and tiers

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Integration Sync Card for NetSuite

Need extra confidence your integration is syncing with the right record? You can now view NetSuite sync status and linked records directly from the contact record. This feature is available for contact, company, and deal records in HubSpot.

*available to all hubs and tiers

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15+ updated & 70+ new integrations in the App Marketplace

70+ new integrations–including a new Asana integration which seamlessly creates tasks based on HubSpot deals and more–recently joined HubSpot’s App Marketplace. Additionally, 15+ integrations were recently updated with new features including:

• Calendly: Now allows for automated response management based on custom routing logic to help ensure efficient lead assignment and scheduling, minimize manual interventions, and accelerate the sales process.
• CloudFiles: Now offers the ability to create data rooms for requesting files from HubSpot contacts.
• CloudTalk: Now sends call recordings and transcriptions into HubSpot, plus customizable workflow automations are available.
• Hootsuite: Now allows the connection of two different Twitter accounts and the creation of contacts without email addresses, improving user experience and efficiency.
• Hotjar: Syncs session recordings to HubSpot's contact timeline, automating workflows and enabling accurate tracking of interactions for process automation based on user behavior.
• Make: Now provides better output and filtering options, improving efficiency and usage capabilities.
• Onboarding plans by Arrows: Now includes auto-completion of tasks, customizable task visibility, direct form-to-property connection, and customer engagement tracking.
• Oneflow: Now offers two-way data sync, eliminating the need for manual updates based on deal, contact, and company objects, and provides enhanced visibility of contract-related events in the HubSpot activity timeline.
• Reveal: Now offers major improvements by displaying partner information on company, contact, deal records to help boost visibility of important data and enhance collaboration with partners.
• Sales Commission by QuotaPath: Now minimizes errors and offers a seamless data syncing experience, while streamlining customer tracking to automate commissions calculations.
• Sendoso: Now allows access to Sendoso touch lists directly from HubSpot resulting in fewer mistakes and less confusion when setting up gifts to delight your customers.
• Typeform: Now reduces the need for re-authentication and offers a streamlined setup process with new default mappings to automatically match Typeform and HubSpot fields.
• Vainu: Now allows you to create companies in HubSpot from Vainu's suggestions, adding data points like company size, countries of operation, website traffic rank, and more.
• Vitally: Now syncs custom objects from HubSpot and allows companies to be synced as Vitally organizations, improving data consistency and organization management.

*available to all hubs and tiers

Multi-Hub Updates

Marketing Email Analytics Now in Custom Report Builder

Marketing email analytics is a new data source in the custom report builder, which grants you access to key email performance metrics, such as open rate and click-through rate, alongside the full power of CRM reporting. 

*available to all customers with Pro+ plans

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Security Score Notifications 

Security score notifications alert admins when there are actionable recommendations waiting in their Security Center. The notifications let users know they can use Security Center to improve their account security posture, and provide a quick and direct link to the Security Center so that users can action the recommendations provided. 

*available to all hubs and tiers

New in the App Marketplace: Essential Apps for Marketing Hub

A new collection of recommended integrations is now available in HubSpot’s App Marketplace highlighting the essential apps for Marketing Hub. 

*available to all hubs and tiers

Simplified Global Search with Quicker Actions

Now, when you open up the Global Search you can access filters for toolsets more easily. Additionally, when you hover over records and engagement, you’ll see common calls-to-action. 

*available to all hubs and tiers

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Formatting Options for Calculated Properties

You can now customize how your calculated properties results are displayed. 

*available to all customers with Pro+ plans

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Workflow Custom Views and Subfolders

Users and teams can now create custom workflow views to set up folders within folders, making it easier to organize, find, and manage workflows.

*available to all Workflow users with Pro+ plans

Refreshed User Creation Flow

We’re overhauling the existing user creation flow to match the recently updated edit permission panel. Admins creating and editing users will not utilize the same experience when creating new users or editing the permissions of existing ones. 

*available to all hubs and tiers

**available options (e.g. Permission Sets) vary by tiers

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Login to HubSpot with Microsoft

You can now use your Microsoft login credentials to login to HubSpot!

*available to all hubs and tiers

Spam Submissions Tool for Forms 

We are very excited to launch the Spam Submissions tool for Forms.

This feature automatically captures incoming form submissions that contain URLs in name fields as spam and lists them in a new "Spam Submissions" area for users to review and/or take action.

*available to all hubs and tiers

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Goals App in the Global Nav

The Goals App is now easier to access from anywhere in HubSpot. Goals used to live deep within the Settings menu: Settings > Tracking & Analytics > Goals; it is now easily accessible from the HubSpot Global Top Navigation, under the Reports tab.

In light of this more accessible positioning of Goals in the top navigation, the Legacy Goals app will be removed from the Settings menu between 10th to 17th July 2023. This change will take effect over the course of the full week for all customers. Once removed from the settings menu, the Goals app will only be accessible from under Reports in the Top Navigation.

Please note, there will be no impact to any data in the Goals App. This change will only remove the Goals entry point from the settings menu. Customers can continue to use and access all their Goals data by navigating to the Goals App from Reports.

*available to Marketing Pro+, Sales Starter+ and Service Pro+ customers

Goals Overview Tab

The goals console now has a brand new Overview Tab. This view gives users a birds-eye view of all goals, associated targets, progress, and status for the full year, without losing any context between goals and targets. You can now identify trends, view and edit targets, and see a year’s snapshot, all in the same tab!

*available to Marketing Pro+, Sales Starter+ and Service Pro+ customers

CRM Activity Cards in Preview Sidebar

CRM activity cards in the preview sidebar allow you to see critical CRM activities data (pinned activity and last 3 recent communications) in the preview sidebar on index, board, record pages, and more without needing to go to the full record timeline.

*available to all hubs and tiers

Mark a Quote as Signed

We’re introducing new functionality for our quote customers so they can manually change the status of a quote to “Signed”.

*available to all hubs and tiers

Default Templates for Quotes

We've introduced the concept of "Default Templates" for Quote Templates which lives in the quote settings page.

*available to all hubs and tiers

Copy and Paste Actions from One Workflow to Another

You can now copy an action from one workflow and paste it in another workflow in your portal, saving you time when building your automation.

*available to all customers with workflow access