November 2024 Release Notes

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Marketing Hub

Unsummarized Dataset in Report Viewer

You can now view the raw, unsummarized data behind your reports directly within the report viewer. This filterable table gives you deeper insight into the details of your reports, enabling more efficient analysis.

*available to all hubs and tiers

[Campaign Impact Reporting] Campaigns ROI

Campaigns ROI reporting is now available, giving you an easy way to measure the effectiveness of your marketing efforts. With customizable calculations and a streamlined performance report, you can quickly assess how your campaigns are driving revenue and adjust strategies in real-time.

*available to all Marketing Hub Pro+ customers

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Dynamic date ranges: now available in customer journey analytics

Dynamic date ranges in Customer Journey Analytics now allow you to filter reports based on relative timeframes like "this month" or "last week," ensuring your data is always up to date. With a variety of preset and custom options, you can quickly generate reports that match your current business needs without manually adjusting dates.

*available to all Marketing Hub Enterprise customers

Dynamic date ranges: now available in the new funnel report builder

The new funnel report builder now includes dynamic date range filters, automatically updating your reports based on relative timeframes like "this month" or "last week." With these filters, you can easily generate always-current funnel reports, just like in the legacy builder, saving you time and ensuring your data stays up to date.

*available to all Marketing Hub Pro+ customers

Workflow Enrollment Anomalies Identified by HubSpot AI

HubSpot now uses AI to automatically detect unusual changes in workflow enrollment rates, allowing customers to receive notifications when significant fluctuations occur. This feature takes the guesswork out of monitoring workflows, ensuring you’re alerted to potential issues without having to manually track changes.

*available to all HubSpot Enterprise customers

Enhanced 'New contact' Reporting in Campaigns

The updated 'New Contact' reporting in Campaigns provides deeper insights into which assets generate first-touch and last-touch contacts, helping you understand the true impact of your marketing efforts. You can now save these insights to dashboards, export the data, and make more informed decisions about future campaigns.

*available to all Marketing Hub Pro+ customers

Access marketing events in HubSpot's left sidebar menu

Marketing events are now easily accessible from the left sidebar menu in HubSpot via the Marketing navigation item, streamlining your workflow. This update makes it much simpler for marketers to find and manage their events, improving efficiency when editing or analyzing their marketing efforts.

*available to all hubs and tiers

Increasing step and stage limits in Journey Analytics

Journey Analytics now allows you to add up to 10 steps in a stage and up to 20 unique stages in a journey report, giving you greater flexibility to capture more detailed insights into your customer journeys. This expansion helps you create more comprehensive and granular reports, enabling deeper analysis of customer behavior across multiple stages.

*available to all Marketing Hub Enterprise customers

Domain Connect for Email Sending Domains

Domain Connect simplifies the process of connecting email sending domains to HubSpot by allowing you to log in to your DNS provider directly from the platform. This feature streamlines the configuration of DNS settings for email sending domains, helping businesses avoid deliverability issues due to the upcoming changes from Google and Yahoo.

*available to all hubs and tiers

Important Campaign UTM improvements

We’ve introduced key improvements to Campaign UTM management, making it easier to track and organize campaign data. By increasing visibility of UTM values and generating unique identifiers, these updates streamline the process, reduce errors, and ensure more accurate campaign performance tracking.

*available to all Marketing Hub Pro+ customers

Marketing events data now available in custom report builder

Marketing event data is now fully integrated into HubSpot's custom report builder, allowing you to combine it with other HubSpot data for deeper, more customized insights. This update helps you analyze the effectiveness of marketing events alongside your other key business metrics, offering a more comprehensive view of performance.

*available to all HubSpot Pro+ customers

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Convert Active to Static Lists on Schedule

Automate the conversion of active lists to static lists on your schedule, streamlining list management and reducing unnecessary evaluations. This feature helps you maintain a cleaner, more efficient database while aligning lists with your campaign goals.

*available to all HubSpot Enterprise customers

Content Hub

Academy Search Suggestions

Search Suggestions in the Academy catalog now help you find relevant content faster by offering autocomplete suggestions as you type. This makes it easier to discover and access HubSpot's learning materials, saving you time and effort.

*available to all hubs and tiers

Podcast Editor Enhancements

The Podcast Editor now includes several powerful enhancements, such as the ability to upload audio before, between, or after text-to-speech sections, rearrange and rename sections, and select an AI voice based on dialect and register. These improvements give you greater flexibility and control, helping you produce higher-quality, more dynamic podcasts with greater ease.

*available to all Content Hub Pro+ Customers

Podcast Remix

Podcast Remix allows you to transform your recorded podcasts into other content formats and convert existing content into podcasts using AI voices. This feature helps you quickly repurpose content, enabling you to reach a broader audience with minimal effort by leveraging the growing popularity of podcasts.

*available to all Content Hub Pro+ Customers

Site Search Improvement

The Site Search Improvement ensures that filters selected by website visitors are maintained throughout their search journey, offering a seamless and intuitive experience. Visitors can now retain their filter preferences as they navigate from filtered to main search results, enhancing their search accuracy and satisfaction.

*available to all hubs and tiers

Remix Case Studies

The case studies content type is now supported in HubSpot's Content Remix tool, allowing you to easily repurpose case studies into various content formats like social media posts, blog articles, ads, and images. This feature helps you extend the life of your successful case studies across multiple channels with minimal effort, maximizing their impact.

*available to all Content Hub Pro+ Customers

Content Agent Landing Pages: Upload Files

With the new Content Agent update, you can now upload existing files, like PDFs, directly to your landing pages, eliminating the need to manually input context. This enhancement makes it easier and faster to create landing pages, reducing the time spent on repetitive editing and ensuring your content is more informed and accurate.

*available to all Content Hub Pro+ Customers

Marketing + Content Hub

Add Case Studies to Campaigns

You can now add case studies directly to your campaigns, giving you a powerful tool to showcase the real-world impact of your product or service. Including case studies in your campaigns helps build trust, demonstrate success, and generate more qualified leads across your marketing channels.

*The Campaigns tool is available to all Marketing Hub Pro+ customers.

*The Case Study tool is available to all Content Hub Pro+ customers.

Add Podcast Episodes to Campaigns

Integrating podcast episodes into your campaigns enables you to deliver engaging, insightful content that resonates with your audience in a highly personal format. This new capability empowers you to strengthen relationships, establish thought leadership, and enhance brand loyalty through audio content.

*The Campaigns tool is available to all Marketing Hub Pro+ customers.

*The Podcast tool is available to all Content Hub Pro+ customers.

 

Service Hub 

Skill-based Ticket Routing on Help desk messaging channels

Admins can now set up skill-based routing rules for any messaging channel connected to Help Desk, including Facebook Messenger, WhatsApp, and custom channels. This ensures that tickets are automatically directed to the right agents based on their expertise, improving response times and customer satisfaction.

*available to all Service Hub Enterprise Customers

Sales + Service Hub

Updated Outbound Calling experience in Conversations Inbox

The updated Outbound Calling experience in the Conversations Inbox allows you to place outbound calls directly from existing message threads. This new design enhances flexibility by enabling calls to be made even on threads without associated contacts, streamlining your communication process.

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

Commerce Hub

Settings page for Subscriptions

The new Settings page for Subscriptions provides an organized space for managing properties, permissions, and default configurations. This allows customers to streamline their subscription process and ensure new subscriptions are created with the right settings automatically.

*available to all hubs and tiers

Include shipping address on invoices

You can now include a shipping address on invoices generated through HubSpot Payments or Stripe, ensuring that the invoice reflects the correct delivery details. This update streamlines the invoicing process, making it easier to maintain accurate records and provide customers with comprehensive information.

*available to all Commerce Hub customers

Operations Hub

Merges with Property Control in Duplicate Management Tool

The new Property Control feature in the Duplicate Management Tool lets you choose which properties to retain when merging duplicate records. This provides you with complete control over your data consolidation, ensuring that only the most relevant information remains on the final record.

*available to all Operations Hub Pro+ customers

Developer Platform

Changes to the meetings engagement API

The Meetings Engagement API now defaults to the meeting start time (hs_meeting_start_time) when the hs_timestamp property is missing, instead of the creation time. This ensures consistency between meetings created through HubSpot and those created via the API, improving data alignment and accuracy.

*available to all hubs and tiers

You can now request internal values for your API Exports instead of labels

You can now choose to export internal property names or values rather than labels through the exports API. This change provides developers with greater consistency and reliability when syncing HubSpot data with third-party apps or external systems.

*available to all hubs and tiers

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App Marketplace

Microsoft Sign-in for Private Content

Allowing contacts to sign in using their Microsoft account simplifies access to private content, eliminating the need for a separate registration. This integration speeds up the process and enhances the user experience by offering a familiar and secure login option.

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

Connect HubSpot tickets to Microsoft Teams and sync replies

HubSpot's new integration with Microsoft Teams allows you to connect your help desk tickets to Teams channels, enabling real-time collaboration on ticket resolution. This integration syncs replies from Microsoft Teams to HubSpot ticket comments, making it easier for support teams to manage tickets directly from Teams while ensuring seamless communication across platforms.

*available to all Service Hub Pro+ Customers

Breeze

AI-Generated Document Descriptions

Breeze now generates AI-powered descriptions for your sales documents, helping reps quickly identify the most relevant materials for each deal. This feature saves time by streamlining the process of searching through a large library of documents and sharing the best content with prospects.

*available to all hubs and tiers

Copilot now available in all supported languages

Copilot is now available in all supported languages, allowing you to draft content and manage customer interactions in your preferred language. Whether you're in sales or customer service, this update ensures Copilot can assist you no matter where you are or what language you're using.

*available to all hubs and tiers

Smart CRM 

Quickly Exclude Records from Active Lists

Easily exclude specific records or lists of records from active lists without tedious workarounds. This feature simplifies list management, saving you time and enhancing control over your targeting efforts.

*available to all hubs and tiers

Create note workflow action

The "Create Note" workflow action automates the addition of notes to records using workflow data, ensuring critical context is consistently captured. This feature saves time and enhances collaboration by keeping records enriched with actionable insights and updates.

*available to all HubSpot Pro+ customers

Task workflows

Task workflows allow you to create and manage task-centered processes, automating notifications and updates for improved efficiency. This feature helps standardize workflows, ensuring tasks are completed on time and teams stay aligned.

*available to all HubSpot Pro+ customers

Custom Object Pipelines Automation

You can now automate key actions, like creating tasks or sending notifications, whenever a custom object moves through its pipeline stages. This new functionality brings the same pipeline automation capabilities available for deals and tickets to your custom object workflows, streamlining processes and improving efficiency.

*available to all HubSpot Enterprise Customers

Team Email respects team Never Log list

Now, you can maintain a "never log" list for your team-based email accounts, such as Conversations Inbox or Help Desk, ensuring consistent email logging exclusions across all channels. This update eliminates confusion by applying the same exclusion rules to team emails that previously only applied to personal accounts.

*available to all hubs and tiers

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Admins will now be notified once their private beta request has been approved or rejected

Super admins will now receive a bell notification when a private beta request is approved or rejected, with a direct link to the product update. This ensures you can easily track approvals without having to manually check the Product Updates page.

*available to all hubs and tiers

'Remove' action for bulk edits to properties

The "Remove" action for bulk edits lets you efficiently remove property values from "multiple checkbox" properties directly on the index page. This feature speeds up updates by allowing mass adjustments to multiple records in one simple step.

*available to all hubs and tiers

Restore from Data Backup

The "Restore from Data Backup" tool allows admins to quickly restore data, including property values, to a previous state without having to re-import files. This ensures that you can recover lost or incorrect data for contacts, companies, deals, tickets, products, calls, and tasks with ease.

*available to all HubSpot Starter+ customers

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Additional Record Page Tabs for Enterprise

Enterprise Hub admins can now add extra tabs to the middle column of the record page, creating more customizable and efficient record views. This functionality enhances productivity by allowing teams to focus on key business data without scrolling through long pages.

*available to all HubSpot Enterprise customers

Passkeys

Passkeys offer a modern, more secure alternative to passwords and traditional 2FA, allowing you to log in to HubSpot using biometrics or a supported password manager. With passkeys, you eliminate the risk of password phishing and enjoy faster, more convenient access across all your devices with built-in security features.

*available to all hubs and tiers

Note: users who log in to HubSpot with Single-Sign On aren't eligible to use passkeys

Required Association Labels for Manual Record Creation

Admins can now enforce the use of required association labels during manual record creation, ensuring consistency and accuracy across contacts, deals, tickets, and custom objects. This functionality streamlines reps' workflows by requiring necessary labels (e.g., "primary buyer") to be selected when creating records, reducing manual effort and promoting better data quality.

*available to all HubSpot Pro+ customers

Recommended Product Updates

Admins can now access personalized product updates tailored to their team's specific usage in HubSpot, helping them stay informed about the most relevant features. This makes it easier to prioritize the updates that will have the greatest impact on their account and manage change more effectively across the organization.

*available to all hubs and tiers

Mobile

Customize the About section via the left sidebar on iOS

iOS users can now view the same CRM properties in the About tab on mobile as they see in the left sidebar on the desktop version. This ensures consistency across platforms, making it easier for users to access customized property information no matter which device they’re using.

*available to all hubs and tiers

Indicate the meeting duration when logging and editing a meeting on Android

You can now specify the duration of a meeting when logging or editing a meeting on Android by selecting from predefined time options. This update ensures a more consistent and efficient meeting scheduling experience across both mobile and web platforms.

*available to all hubs and tiers

Crop your social media images while creating your social post on mobile

Marketers can now crop and adjust social media images directly while creating posts on mobile. This feature is available on iOS for correcting Instagram aspect ratios and on Android for cropping images across all social media platforms.

*available to all Marketing Hub Pro+ customers

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Instagram Stories on Mobile

Instagram Stories on Mobile empowers you to publish Stories and monitor their performance seamlessly within the Mobile Social tool. This feature enhances your ability to engage audiences with dynamic, time-sensitive content while staying informed on how it resonates with followers.

*available to all Marketing Hub Pro+ customers

Get notified about custom objects on Android

Stay on top of your workflow with notifications for custom objects and activities directly on your Android device. This feature ensures you never miss an update, empowering you to take timely action and maintain productivity.

*available to all HubSpot Enterprise customers