by:
evmwang
Welcome to the November's edition of Release Notes!
Marketing Hub
Facebook CAPI for Forms Update
HubSpot has rolled out an update to our integration with Facebook's Conversions API. The Conversions API is designed to create a direct connection between your marketing data and the systems which help optimize ad targeting, decrease cost per action and measure results across Meta technologies.
*available to Marketing Hub Pro+ customers
Facebook CAPI for Instant Forms Migration
HubSpot has expanded our integration with Facebook's Conversions API. The Conversions API is designed to create a direct connection between your marketing data and the systems which help optimize ad targeting, decrease cost per action and measure results across Meta technologies.
Now you can send any HubSpot lifecycle stage change event data back to Meta as a conversion in an easy to use integration.
*available to Marketing Hub Pro+ customers
Social Publishing: IG photo & video tags
You can now tag IG profiles in photos and Reels.
*available to Marketing Hub Pro+ customers
Social Publishing: Linkedin Personal Profile Mentions
Personal mentions: You can now mention Linkedin personal pages
*available to Marketing Hub Pro+ customers
New Campaign details page layout
A new page layout for the details page for individual campaigns taking better advantage of the screen real-estate, providing more information on screen at any time and introducing inline editing of campaign properties.
*available to Marketing Hub Pro+ customers
New Programmable Email Limits
We are excited to have introduced increased limits by 5X. Now when you use CRM tokens in these type of emails, you'll be able to send them with the following limits:
*available to Marketing Hub Pro+ customers
Estimated Message Segments for SMS
HubSpot will provide an estimate on how many segments may be used for a specific message within the SMS Editor while you create the content for your SMS. This update will give marketers more transparency into their overall message segment usage.
*available to Marketing Hub Pro+ customers
Associated deal value: A new metric is rolling out to all attribution cards
Across the HubSpot platform, Marketing Enterprise customers will now see a fourth metric in their revenue attribution card. This metric sums the total amount of all the deals that have closed where a contact engaged with the asset.
*available to Marketing Hub Enterprise customers only
CMS Hub
Limit on the numbers of pages that can be setup with HubDB & CRM object dynamic pages for a single table/CRM object
An individual HubDB table or CRM object type can now only be set as a data source for dynamic pages a maximum of 10 times.
*available to CMS Hub Pro+ customers
Navigation Element Import
When importing site pages into HubSpot, users can also import their website navigation.
*available to all hubs and tiers
One-Click Content Publish & Update
Marketers want efficiency when it comes to publishing new content or updating existing content. We've now made the publishing and updating process even quicker with a one-click action. We'll also keep you in the content editor after publishing or updating, so you can switch to the next page or post you want to edit right away.
*available to all hubs and tiers
Marketing + CMS Hub
AI Assistant: AI Blog Post Generator
A new AI blog post generator tool designed to bust blank page syndrome, get rid of SEO scaries, and help you get started with blogging. With this tool, you'll be able to plan and draft full high-quality, SEO-optimized blog posts that resonate with your target audience.
*available to all hubs and tiers
Service Hub
New Service Hub Workflow Templates
The workflow templates library now has 4 brand new templates for support use cases. You will be able to see and preview the templates in the template library; but these templates are only available to use depending on your Hub/Tier (since certain object-based workflows and actions are only available at certain hubs and tiers)
The new templates are:
- Tell ticket owners when an SLA is due soon
- Set priority on tickets
- Create tasks based on ticket source
- Assign tickets to an owner
*available to Service Hub Pro+ customers
Sales + Service Hub
Recommended Enablement CRM Card
Until now Playbooks have only been available in a list in the side panel on Company, Contact, Deal, Ticket and custom object record pages. The new Recommended Enablement CRM Card puts the Playbooks your team needs right in front of the users that need them at exactly the right times by bringing recommended playbooks to the center panel of CRM record pages.
*available to Sales and Service Hub Pro+ customers
Call Analytics
The Call Analytics page simplifies the data evaluation process by providing out-of-the-box reporting. This dedicated page ensures that all HubSpot Calling users can conveniently access their essential calling data with just a few clicks, streamlining the analysis of their team's calling activities.
*available to Sales and Service Hub Starter+ customers
New Goal Templates Available
Create goals, assign targets, and measure success using the new Goal Templates available in the Goals template library.
- The following (new) Goal Templates are available for all Sales Hub Pro+ customers: Deals Created, Calls Made, Meetings Booked
- The following (new) Goal Templates are available for all Service Hub Pro+ customers: Average ticket resolution time, Average ticket response time, Tickets closed
*available to Sales and Service Hub Pro+ customers
Operations Hub
Daily record enrollment limit for workflows in sandboxes
We’re implementing a daily record enrollment limit for workflows in sandboxes. Starting November 1st, sandbox users will be able to enroll up to 100,000 records per sandbox account, per day. Before this change, sandbox users could enroll an unlimited number of records per sandbox account.
*available to all Enterprise customers
Anomaly Monitoring on Property Updates
Introducing the ability to proactively monitor properties for anomalies in update volume across the CRM using HubSpot AI. This includes a new section of the data quality command center that monitors properties and takes action. Users will also have the ability to subscribe themselves, and other users, to notifications triggered by the anomaly issues.
*available to Operations Hub Pro+ customers
Webhook Triggers in Workflows
You can now trigger workflows from Webhooks! Webhook Triggers provide you with the flexibility to pull data in from your third-party systems/apps in order to trigger workflows directly in HubSpot on the third-party data. Being able to trigger from a webhook will solve a wide variety of automation use cases for you to automate from your third-party data!
*available to Operations Hub Pro+ customers
Commerce Hub
Redesigned line item sidebar for Payment Links
The line item sidebar for Payment Links has been redesigned to make it faster and easier to get paid!
*available to all users with Starter+ plans
**HubSpot Payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
Connect an existing Stripe account to Commerce Hub with OAuth
We want it to be easy to sign up for Commerce Hub, especially if you already have an existing Stripe account. OAuth connect allows you to easily connect your existing Stripe account and begin collecting payment with the new Stripe payment processing (BETA).
*available to all users with Starter+ plans
**HubSpot Payments is available to U.S. -based customers using a Starter, Professional, or Enterprise edition of any hub
Developer Platform
Daily record enrollment limit for workflows in App test accounts
We’re implementing a daily record enrollment limit for workflows in developer test accounts. Starting November 1st, you will be able to enroll up to 100,000 records per app test account, per day. Before this change, you could enroll an unlimited number of records per app test account.
*available to all app test accounts found in developer accounts
CRM Platform
Updated sandbox sync activity log to show active users
With this new sync activity experience, we're giving super admins in a production account a way to quickly see actions happening in sandboxes and the users who have access to these environments.
*available to all Enterprise customers
Number Formatting for Currency and Percentages now in Custom Report Builder
You can now format measures in the custom report builder as a specific currency or percentage, along with controlling the display of decimal places and negative numbers.
*available to all Pro+ customers
Changes to Pipeline Settings now surfaced in the Centralized Audit Log
Tracking and auditing when a user creates, updates, or deletes a Pipeline in your account is now surfaced in the centralized audit log.
This helps super admins answer questions like:
- Who changed this ticket pipeline?
- Who deleted this deal stage?
*available to all Enterprise customers
Additional changes to settings now surfaced in the centralized Audit Log
Tracking and auditing when a user makes a change to the following settings are now surfaced in the centralized audit log:
- When a user enables or disables the auto-associate companies to contacts setting
- When a user enables or disables the new AI Assistant settings
- Content prompts
- Customer analysis
*available to all Enterprise customers
'Use In' Lists Quick Actions
A new 'Use In' actions menu inside Lists lets you quickly use a specific list to gain insights or take actions across other HubSpot tools.
*available to all Pro+ customers
Changes to Lists Now Surfaced in the Centralized Audit Log
Tracking and auditing when a user creates, updates, or deletes a list in your account is now surfaced in the centralized audit log.
*available to all Enterprise customers
Quickly add records to a new list from Index pages
The ability to use bulk actions inside Contacts, Companies, Deals, or Custom Objects to select and add records to a new static list quickly.
*available to all hubs and tiers
Custom Properties and a Description field for Lists
Do you struggle to organize Lists and quickly delete those that are no longer used? Custom properties and a Description field inside of Lists are here to help!
*available to all hubs and tiers
Easily Find Records to Associate
Users can now see all their options upfront and choose from a paginated list of records to associate. To check they're selecting the right record, users can either navigate to a particular record or see additional information about that record by hovering over it.
*available to all hubs and tiers
Sales email extension blocked IP addresses now per portal
We have been incorrectly applying the same blocked IP settings to all portals a user belongs to. We are fixing this so that your settings in one portal only are applied to notifications from that portal.
*available to all hubs and tiers
Commenting within the centralized Audit Log
Customers can now comment inside the centralized audit log page. This update enhances the usability of the centralized audit log feature by enabling customers to communicate with other account users directly from the audit log.
*available to all Enterprise customers
Calculated Properties Redesign for Building Custom Equations
Building a custom equation for calculated properties now has a new look to make building equations even easier by using our new formula editor.
*available to all Pro+ customers
Smart Property Creation in Import
We will now use information in your import file to auto-fill the various fields you need to fill in when creating a property within the import flow. For example, your column header will become the property label, if all the property values are numbers, we'll create a number property for you, and if your file contains many repetitive values, we'll create a dropdown select property for you. We'll also load the values within your file into the property, saving you the hassle of having to manually enter them into the property.
*available to all hubs and tiers
Mobile
Expanding Global Search on Mobile
Mobile Search just got unlocked. Our previous search experience, while functional, was capped to the top 12 results on mobile. If you run a search on Mobile now, you’ll be able to see every relevant result that matches your query without a cap.
*available for Android and iOS customers across all hubs and tiers
Never miss a push notification again!
Find your missed + dismissed notifications in the new mobile notification center.
*available for Android and iOS customers across all hubs and tiers
Submit All Pipeline Forecasts on Mobile
Forecasting on mobile now supports the ability to submit and check forecasts for all pipelines for your sales forecast on your iOS and Android!
*available for Android and iOS customers with Sales Hub Pro+ plans
Create & Edit Scheduled Meetings on Android
Android users can now create and edit Scheduled Meetings in the HubSpot Mobile app. Thanks to HubSpot’s calendar sync with Google Calendar or Outlook Calendar, these meetings will appear in the native calendar app and guests will receive invitations. This launched on iOS recently too. Previously, Android users could only log a meeting.
*available to all hubs and tiers
App Marketplace & Integrations
Access HubSpot App for Zoom Meetings before and after your live meeting!
With this app, you can connect to HubSpot directly from within a live Zoom Meeting. The HubSpot app is now available before and after your live Zoom Meeting, allowing you to 'set up' and 'wrap up' your meeting with ease.
*available to all HubSpot users with the relevant Zoom plan
Email, WhatsApp, and Forms Inbox channels supported in Slack Integration
As a Slack integration user, you can now holistically connect your Slack workspace to HubSpot Inbox. Your teams working in Slack can ensure they don't miss anything that comes into their Inbox, minimizing missed messages and wait times for their customers.
*available to all HubSpot users
Multi-Hub Updates
Disabled comment @-mentions for users without permissions
When @-mentioning a user in a comment, we now check if the user being @-mentioned has permission to view the asset being commented on.
*available to all Pro+ customers
Add Cloudflare as a new Domain Connect provider
Domain Connect allows users to log into their DNS provider from inside HubSpot and connect their existing domain with a couple of clicks. Cloudflare Domains will be an additional domain connect provider which will make it easier for customers who have Cloudflare domains to connect them in HubSpot.
*available to all hubs and tiers
Want to see more resources like this?
- Download our November Product Updates Deck to see all our Public Beta and Live features at a glance
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