March 2024 Release Notes

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Marketing Hub

AI Assistant for Engagement, Website Visit, and Lead Generation Ads

HubSpot users can now use AI Assistant in Ads to generate ad copy from scratch using simple prompts for engagement, website visit, and lead generation ads. This update in Ads will enable you to generate ad copy from simple prompts. You can also rewrite, expand, and shorten generated copy to give you more control over the AI-generated text.

*available to all Hubs and Tiers

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Opt-out a contact from all communications per business unit from contact record

Previously, the "opt out of all" action available in the contact record would only apply the opt out to the Account Business Unit. Now, portal users can opt out a contact from any Business Unit. 

*available to Marketing Hub Enterprise

A refreshed look for Marketing Calendar

The Marketing Calendar has introduced some new improvements to make it easier to see at a glance what is scheduled and published on any day or week. The Marketing Calendar has introduced some new improvements to make it easier to see at a glance what is scheduled and published on any day or week.

*available to Marketing Hub Pro & Enterprise

HubSpot Campaigns: 3 years of Historical Revenue Data

In the last few months, we introduced 4 new 'revenue metrics' into the Campaigns performance page: 

• Revenue
• Deals with revenue
• Associated deal value
• Contacts with revenue

We have now increased the limit of that you can see for your historical revenue data from 1 year to 3 years! This ensures that businesses with longer sales cycles and/or longer campaigns continue to successfully evaluate the performance of their campaign(s). 

*available to Marketing Hub Pro customers only 

Compare Up to 10 Campaigns

You can now compare performance data for up to 10 campaigns to see which ones drive the most engagement. This functionality has recently been limited to a maximum of 5 campaigns.

Performance data includes:

• Insights into default campaign properties
• Campaign metrics from your 'performance' tab including sessions, contacts, revenue, deals and asset metrics

*available to Marketing Hub Pro+ customers

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Business Unit updates to the Navigation, Record Creation, and Opt-Out Imports

Business units is now selected from the navigation, which will allow that context to be kept as users navigate across tools and applications that support business units.

*available to all Marketing Hub Enterprise customers with the Business Units Add-On

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Add ‘External Website Pages’ to your Campaigns

You can now add your first 'external' (non-HubSpot) asset type with a Campaign: external website pages. An external website page refers to any site not hosted on HubSpot. This new feature allows you to take your campaigns to the next level by adding both HubSpot and non-HubSpot assets.

*available to Marketing Hub Pro+ customers

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New Journey Analytics Limits

Exciting news: We are raising the limits for numerous Journey Analytics features! Here's what we're rolling out to Enterprise customers in the coming week:

• The available date range for analyzing a Journey report is expanding from three years to five years
• The step limit per stage (a key component for breakdowns and branching) is expanding from three steps per stage to five steps per stage
• You will be able to apply multiple report-wide property filters to a Journey report; you could previously only use one property or list membership to filter out contacts or deals from the journey report
• You will be able to apply multiple stage-level property filters to a Journey report; you could previously only use one stage-level event property filter to a stage

*available to Marketing Hub Enterprise customers

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Import Offline Event Data to HubSpot Marketing Events

You can now import all your marketing events data into HubSpot for your events. This will allow you to bring all your marketing events data into HubSpot - selecting from a range of integration for your online (virtual) events and using our new import flow for non-integrated events.

*available to Marketing Hub Starter+ customers

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Sales Hub

Deal Stage Calculated Properties

Professional or Enterprise customers will now have access to four (4) new HubSpot-defined deal properties, to track the progression of a deal as it moves through a sales pipeline. Rollout will begin in early March and eligible customers will receive access on a rolling basis.

*available to all Pro+ customers

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Enhancements: Control editing access for specific deal stages

Super admins can now give editing access to deals in a "locked" stage to select users and teams. Previously, once a deal stage was set to restrict editing access, only super admins could edit deals in that stage. We've now expanded the permissions so a super admin can grant editing access to other users and teams when a deal stage is set to restricted access. This enhancement is designed to offer more flexibility and granularity in setting guardrails on your sales pipelines

*available to Pro+ customers with access to deal pipelines

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Service Hub 

Customizable Ticket List Columns

The help desk list view columns are now customizable! Select from a menu of ticket properties and associations to control the information you see in a ticket list view. 

Support teams have unique preferences and requirements for the data they need to see in ticket lists. Customizable list view columns allow users to tailor the display of information to their portal’s needs, ensuring they see the most relevant data at a glance.

*available to Service Hub Pro+ customers

Ticket Merging in Help Desk

Users can now merge tickets in help desk. Help desk is all about empowering support teams to stay efficient and focused, with all the tools they need right in the same central workspace. Support reps no longer need to go back out to the CRM to merge duplicate tickets because we've brought that same functionality into help desk, with one big improvement: the ability to switch the primary ticket on the fly.

*available to Service Hub Pro+ Help Desk Beta Participants only 

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Follow and Unfollow Tickets in Help Desk

You can now follow (or unfollow) tickets directly from help desk in order to receive notifications when there is new activity on the ticket!

*available to all Service Hub Pro+ customers 

Custom Feedback Surveys on Web

You can now collect relevant feedback from website visitors of specific pages or based on query parameters. The web surveys can also be triggered based on various conditions, such as: 

• When visitors have spent a specific time duration on your page
• When visitors scroll beyond a certain % of the page
• When visitors appear to be leaving your website
• When the visitor has been inactive on your page for a specific duration

You can also choose how often the survey appears!

*available to all Service Hub Pro+ customers

Assigned Teams for Tickets

Customer support leaders and reps using tickets can more effectively manage their team’s unassigned tickets with the new Assigned Teams ticket property. Tickets that are automatically assigned to Specific users and teams, but aren't successfully assigned to a user, will have the target teams added to the new Assigned Teams ticket property. Additionally, the target teams will receive a notification for the unassigned ticket.

*available to all Service Hub Starter+ customers

Identify Live Chat Visitors in Help Desk

This change enables users to identify unknown visitors they are communicating with from within the new help desk workspace. Once identified, the messages within the communication thread will update to reflect the contact name, and the contact will automatically be associated with the support ticket.

*available to all Service Hub Pro+ customers

Help Desk Sidebar Improvements & Customization

This set of changes unlocks new customization capabilities on the help desk sidebar, including the ability to create custom cards, remove and reorder cards, and create team-based sidebar views.

*available to Service Hub Pro+ Help Desk Beta Participants only 

Help Desk Access for Non-Service Users

Help desk ticket management is now unlocked for Service Pro and Enterprise users without a Service Seat!

*available to Service Hub Pro+ customers

Sales + Service Hub

Implied opens for Sales and Service emails

If a sent email receives a click or reply, it implies the email was opened. Now, if an email has 0 opens but receives a click or reply, HubSpot will count 1 open event. This will only be done for going from 0 opens to 1 to avoid artificially inflating the analytics. You may notice an uptick in open rates going forward due to this change.

*available to all Hubs and Tiers

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Commerce Hub

Commerce in the Global top-level navigation

HubSpot's Commerce Hub contains easy-to-use tools to help your business bill customers and collect revenue. These tools are now under a new top-level global navigation entry. These tools were earlier under the Sales top-level global navigation entry. However, they have now been relocated to a standalone Commerce navigation entry since they meet a distinct set of needs tied to payments and billing.

*available to all Hubs and Tiers

Pre-Enrollment Invoices

Previously, users could not create invoices without first enrolling in Commerce Hub and enabling HubSpot payments. We are removing that requirement, so users can now finalize, send, and manually record payments on invoices without being enrolled. This way, users can start using invoices and getting value sooner. They can choose to set up Payments later in order to speed up with payments collection process.

*available to all Commerce Hub customers

Payment Schedules on Quotes

Commerce Hub users can now have Invoices automatically created for the payment schedules on their Quotes. With Payment Schedules, companies can now de-risk their business and ensure more stable cashflow for project based work.

*available to all Commerce Hub customers

Display Multiple Tax IDs on Invoices

You can now display multiple tax IDs on an invoice. This matters because there may be instances when an invoice requires multiple tax IDs to be listed.

*available to all Commerce Hub customers

Stripe Payment Processing: Local Payment Method Support: SEPA

A SEPA – or Single Euro Payments Area – bank transfer lets customers send and receive cross-border payments in euros. With SEPA, customers can reduce their payment processing costs significantly and can offer their customer the most preferred way of making payments.

*available to all hubs and tiers

Default Comments on Invoices

Users have the option to add a default comment that appears on every new invoice created. 

*available to all Commerce Hub customers

Add Recurring Products to Invoices as One-Time Items

Users can now add recurring products (products with a recurring billing frequency) from their product library to their invoices, as one-time items. This gives merchants more flexibility when building their invoices, as it enables them to bill their customers for more products from their product library.

*available to all Commerce Hub customers

Japanese Yen (¥JPY) support for Commerce Hub

Customers that sell in the Japanese Yen (¥JPY) can now send quotes, invoices, and payment links in Yen. After enabling Japanese Yen (¥JPY) in your account currency settings, select the Japanese Yen as the currency when creating a new quote, invoice, or payment link.

*available to all Commerce Hub customers

Subscription Timeline Card

Commerce Hub customers can now see more detail about the timeline of each subscription. Customers can clearly understand what has been paid and what will be paid in the future. This matters because subscriptions can have a fixed number of billing periods or can auto-renew until canceled. When a business is using subscriptions to manage their recurring billing, it's important for the entire front office to have a clear understanding of each subscription and when it will bill next.

*available to all Commerce Hub customers

Operations Hub

Report Visualization Quick Change

Now you can make quick changes to your report, directly in the Single Report View, saving time and making it easier to understand your data. This way you can change between different views to see what's the best way to showcase your data - it could be a bar chart, a line graph, or even a table.

*available to all hubs and tiers

100% Stacked Charts

You can now change Bar, Column, Line, and Area to Percent Stacking, making it easy to see changes in proportions over time. With 100% Stacked Charts, you can effortlessly answer questions like "What proportion of our views are coming from each source?", or "What percentage of the total pipeline does each stage make up?". These charts offer a visual breakdown of each segment's contribution to the total, making it easy to compare proportions across different categories or over time.

*available to all Pro+ customers 

Proactive alerts for new duplicate records

You can now configure proactive alerts for new duplicate records! In the past, users have had to check for new duplicate records in-app. Not anymore! Notifications can now be configured through the data quality command center, and are sent whenever new duplicates are detected. Alerts can be viewed in-app, and then easily actioned from within the duplicate manager.

*available to Operations Hub Pro & Enterprise

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Updated Data Organization in Workflows

We've updated the workflow data panel to organize properties and data sources more intuitively. We've updated how we organize properties and data so that it's easier for you to see all of your options, and easier to find the right properties for the task at hand

*available to all Pro+ customers with Workflow subscriptions

Daily Workflow Enrollment Change Notifications

Customers can now receive daily email notifications for workflow enrollment changes. With this change, users can receive daily email notifications to monitor workflow enrollment trends over the last 7 days that are not within the user-defined change thresholds users have defined. This will allow users to proactively receive daily updates on workflow performance, and identify potentially problematic changes without manually checking. From the email notification, users can go into any of the workflows to take action as needed.

*available to all Enterprise customers

HubSpot AI location Formatting Suggestions for Contacts

HubSpot AI searches for contacts with missing data or mismatches in location properties like Country, ZIP/postal Code and provides clean-up suggestions.

*available to Operations Hub Starter+ customers

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Find Workflows by Action Type

Customers can now quickly and easily identify workflows that use specific action types. The table that lists Workflows now contains a new column and a new quick filter for "Action types".

*available to all Pro+ customers with Workflow subscriptions

Recurring Data Shares for Reports and Dashboards

Dashboards’ reports data can now be shared via email. Data shares can be set to follow a recurring schedule; and are sent as an attachment in one of the three available options: csv, xls, xlsx.

Any individual report’s data can also be shared via email and set to follow a recurring schedule. Report data is sent as an email attachment in one of the three available options: csv, xls, xlsx.

*available to all hubs and tiers

Developer Platform

Read-only public API for Commerce Hub Invoices, Subscriptions, and Payments

A new read-only public API is now available for the core Commerce Hub objects: Invoices, Subscriptions, and Payments and you can now utilize the HubSpot API to build custom apps and integrations that leverage Commerce Hub data. Previously, no public API support was available.

*available to all Starter+ customers 

Expanding CRM Exports API Limits

We've expanded the daily exports limit for our CRM Exports API from 10 exports per day to 30 exports per day.

*available to all hubs and tiers

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Smart CRM 

Import Preview Validation Now Checks the First 1000 Rows of your Import

We will now scan the first 1000 rows of your import files for potential errors. Now that we've expanded to 1000 rows of preview validation, we're getting ever closer to checking for errors across every single row of every single import into the CRM. This will help ensure that you're able to resolve errors in your data before writing it to the CRM.

*available to all hubs and tiers

New Detail Properties on all Records

We recently introduced a new “record source” property highlighting how a record was created. This release is introducing new “detail” properties enabling you to further filter records on a more granular level and see additional context.

*available to all hubs and tiers

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CRM Email Permissions

A new permission is being added which can limit the ability for users to view logged emails and emails from connected inboxes. CRM emails are assigned to the primary sender or receiver of the email. The permission levels can then be set to owned, team, or all.

• Owned means only emails assigned to that user can be viewed.
• Team means only emails assigned to that user or to users on teams they are a part of.
• All means they can see all logged emails.

This does not impact marketing emails sent to contacts.

*available to all hubs and tiers

App Marketplace & Integrations

DocuSign Middle Panel Enhancements

The new DocuSign middle panel card will now allow you to manage your DocuSign envelopes and documents more easily. With this update, you can effortlessly send documents to your prospects while maintaining seamless context within your workflow.

*available to all Starter+ customers 

New languages available in HubSpot marketplaces

Six new languages are available for localization in HubSpot's App Marketplace, Template Marketplace, and Solutions Directory – now including support for Danish, Finnish, Chinese, Norwegian, Polish, and Swedish.

*available to all hubs and tiers

The New and Updated Q1 Collection

Explore 57 new apps in HubSpot’s App Marketplace, such as the Teamwork.com Workflows app, simplifying project automation and client management. HubSpot’s App Marketplace offers over 1,500 apps, continuously expanding with new additions and enhancements. Leveraging these updated and new apps enables customers to enhance their growth journey with HubSpot.

*available to all Hubs and Tiers

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Note: Marketplace App Access will vary depending on which app customers use: reference the app’s listing page in HubSpot’s App Marketplace for required subscription levels and permissions.

Auto-mapping now available in the HubSpot App for Zoom Meetings

This new feature will allow you to have all meeting participants mapped automatically when the relevant contact record is available in HubSpot.  Previously, the meeting host would need to manually map each meeting participant to the relevant contact record in HubSpot to make sure all notes and activities during a meeting are synced to the correct records in HubSpot - this can take a lot of time and effort, which takes away from quality engagement during your meeting. Now, we have automated this process, so the host can stay fully engaged in their meeting, and be assured that all the notes and activities are accurately synced to the correct records in HubSpot.

*available to all HubSpot users with the relevant Zoom plan.

Note: Please submit the feedback form with feedback. 

Mobile

Mobile Navigation Improvements for Custom Objects on Android

We've made several improvements to how users interact with Custom objects on mobile:

• Custom objects are now displayed in the global menu alongside other standard object types
• Users can now filter and sort custom objects by all properties (just like any other object)
• Users can add up to 5 saved views for custom objects
• Custom objects with pipelines can be viewed in board mode

*available to all Enterprise customers

Deal Enhancements on iOS & Android

We're making it even easier to manage deals on the fly. Users can now: view color-coded deal tags on the deals board, receive push notifications on deals assigned and deal stage changes, and get visibility of the active sort properties your board/list has been sorted by across deals, contacts, companies and tickets.

*Deal Notifications & Display Sort Properties: available to all hubs and tiers
**Sales Hub Starter: Deal tags apply to all pipelines
***Sales Hub Pro+: Deal tags can be applied to a specific pipeline

Multi-Hub Updates

Create notes from preview sidebars

You can now create notes from the preview sidebar on multiple pages outside of the record including index, board, lists, and deal forecasting. Instead of opening multiple tabs with individual records, you can create a note from the preview sidebar within the context of your work. This keeps you working efficiently and effectively out of one place.

*available to all hubs and tiers

[Connect.com] Improved Community Management

Community Managers can now adjust every aspect of a community on Connect.com such as name, description, imagery, and permissions.

*available to all Connect.com community managers

Support for Google Consent Mode V2

HubSpot's Google Tag Manager and Google Analytics integrations now support Google's new Consent Mode when using the HubSpot cookie banner. Google Consent Mode allows you to adjust how your Google tags behave based on the consent status of your website visitors. When the visitor consents, Google will observe data as normal.

*available to all Hubs and Tiers

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Additional Options for Rolling Availability in Scheduling Pages

Instead of only being able to limit attendees to booking meetings for "this week and next", you can now choose more specific dates when setting up meeting scheduling pages. This feature lets you set a certain number of days, business days, or weeks for people to book on your calendar.. It can be frustrating when someone books a meeting that won't happen for two weeks, especially if attendance is crucial. Now, users will have the ability to choose the time frame that suits them best.

*available to all Hubs and Tiers

Marking form submissions with HTML tags in contact name properties as spam

Form Submissions that contain HTML tags in the first name or last name contact property will be considered spam and isolated under the Spam submissions tool in Forms. With this change, any incoming form submission that contains HTML tags in either the first name contact property or the last name contact property will be considered spam and will be isolated under the spam submissions tool.

*available to all Hubs and Tiers

Better handling for large exports

We'll now deliver exceptionally large exports in multiple files within a .zip file to speed up delivery of this data. Previously, these exports could have taken days, or even failed without being executed.

*available to all Hubs and Tiers

Note: this change does not impact exports executed via our API.

Invalid Enum Remapping In Import Now Support Multi-Checkbox Properties

Last year, we launched invalid enum remapping which allowed users to remap incorrectly entered dropdown select enumeration options in their import files to the correct options in HubSpot. Now, we're expanding this functionality to also support multi-checkbox properties

*available to all Hubs and Tiers

List Notifications

We're introducing List Notifications to help Enterprise customers be aware of critical list changes as they happen. Now, get notified when alist is edited or deleted,  list size changes significantly* (powered by HubSpot AI) or list reaches a specific size.

*available to all Enterprise customers

Preview Sidebar Customization

Preview sidebar customization gives admins the ability to create customized views for the preview sidebar by object type and by team. This customization gives admins can provide their teams with the right information at the right time, helping them be more efficient, effective, and deliver a better experience for their customers.

*available to all hubs and tiers

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Create Activities from Preview Sidebar

Users can now create activities from the preview sidebar on multiple pages outside of the record including index, board, and lists. Instead of opening multiple tabs with individual records, users can create an activity from the preview sidebar within the context of their work. This keeps them working efficiently and effectively out of one place.

*available to all hubs and tiers

Security Center Access Permission

The Security Center access permission allows a user to grant access to all security-related settings and insights in our Security settings tools. By giving a user the new Security Center access permission, they can get access to the account's security posture insights, in the Security Health Check, as well as the ability to modify security settings, create distinct permission from the existing Account Defaults permission, and reduce unnecessary access to security settings we grant today.

*available to all hubs and tiers

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