October 2023 Release Notes

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Welcome to the October's edition of Release Notes!

Marketing Hub

Assign Business Units to Workflows

With business units, customers can manage multiple brands in one HubSpot account. See more details here. The feature ‘business units’ is only available for Marketing Hub Enterprise customers with the Business Unit add-on.

The purpose of bringing business units into workflows is to solve complex organizational structures by distinguishing their marketing automation efforts across their different business units/ brands.

*available to Marketing Enterprise customers only

Learn More

Instagram First Comment Support

With First Comment Support, you can now schedule the first comment on your Instagram posts. A successful Instagram post includes a strong caption and relevant hashtags but space is limited. You can use the first comment to interact with users directly, improve engagement with further hashtags and grow your reach on Instagram.

*available to Marketing Hub Pro+ customers

Ask HubSpot Academy in ChatSpot

HubSpot Academy is now a source for answers in ChatSpot. That means users of ChatSpot can now get their questions answered through 600 hours of HubSpot-approved educational content. Responses in ChatSpot link back the video that the response came from, should the user wish to learn more or get more context. Users can either mention 'Academy' in their prompt to guarantee an Academy response, or if ChatSpot decides that Academy is the best source of information, it will pull its response from Academy.

*available to all ChatSpot users

Get Started

Customer Journey Analytics now supports campaign filtering

Customer journey analytics now includes a campaign filter, which will lets you hone in on touchpoints that came from a certain campaign. For example, if you only want to include page views, form submissions, and email clicks that are associated with a campaign, you can select that campaign in the event filter when you are creating your report.

*available to Marketing Enterprise customers only

Learn More

Email Probation Redesign

We have redesigned the Probation banners, enhancing their wording, offering a clear indication of the severity of the situation, and providing more guided support on how to resolve this state. This ensures that customers gain a thorough understanding of their deliverability performance and the implications of not improving it. Furthermore, the redesigned feature explicitly communicates its purpose, which is to safeguard a portal's health and serve as an early warning sign of deterioration.

*available to Free and Marketing Starter customers

Learn More

Merging Task data in Activity reports

We are making some updates to start including Publishing Task (aka Campaign Task) data under Activity Type = Tasks in Activity Reports.

*available to Marketing Hub Pro+ customers

You can now add your static lists to your campaigns directly from within the Lists tool

We have added a new 'Add to campaign' functionality to the Lists tool (more specifically: contact-based static lists) allowing you to speed up your processes. This new option allows you to add your lists to new and existing campaigns in HubSpot.

*available to Marketing Hub Pro+ customers

Rolling date ranges & new card design in Journey Analytics

When you are building a report in Journey Analytics, you now have two date range options. You can choose a static range, where the date range will be fixed, or you can choose a rolling date range.

Additionally, we're bringing more insights into how your report is constructed with our re-designed staging cards.

*available to Marketing Hub Enterprise customers only

Learn More

SMS Events on Contact’s Activity Feed

Customers can now access a comprehensive view of SMS deliverability and engagement events, such as SMS delivery confirmations, SMS clicks, and many more, directly from each contact's activity feed.

*available to Marketing Hub Pro+ customers 

Manage subscription types and statuses across Business Units

Manage subscription types and statuses across business units is finally live! You can manage your subscription types separately across your business units, so contacts unsubscribing from one business unit are still subscribed to the others in your portal.

*available to Marketing Hub Pro+ customers

Build lists filtered by an SMS subscription status 

Customers can create static or dynamic lists based on SMS subscription status (opted in, not opted, opted out).

*available to Marketing Hub Pro+ customers

CMS Hub

Options for Contacts to Download or Delete Their Data

You can now add modules so contacts can request to download or delete their personal data stored by you in HubSpot. When added, information about how to request a download or deletion of personal data will appear on a contact’s email subscription preferences page. You can decide whether to make these choices available to your contacts.

*available to CMS Hub Pro+ customers

Stage Detached Clone

With the content staging tool, you can redesign and relaunch your website and landing pages in a staging environment. You can redesign and replace existing HubSpot-hosted pages, or create new pages from scratch. Now, you'll also be able to clone existing HubSpot-hosted pages, and publish them as brand new pages.

*available to CMS Hub Pro+ customers

Learn More

Marketing + CMS Hub

Approvals Activity in Collaboration Sidebar

You can now keep track of approvals activity in the collaboration sidebar. In the approvals tab of the collaboration sidebar, the activity section describes any activity related to approvals.

*available to Marketing Hub and CMS Hub Enterprise customers

Learn More

Drag and drop version of the collaboration sidebar

Following the release of the drag and drop version of the collaboration sidebar in Workflows, Dashboards, Marketing Email and Forms, we are now adding this drag and drop version into all remaining HubSpot tools using the older version of the sidebar.

This includes:

• Ads
• Blog
• Campaigns
• Landing pages
• SMS
• Website pages

The collaboration/commenting sidebar enables marketers to quickly access a handful of useful collaboration and productivity tools across HubSpot.

However, the original design took up a large amount of vertical space on the right-hand side of the screen, and could not be adjusted. With this upgrade, we're introducing a smaller, movable version of the commenting sidebar that can be placed in the ideal location by a user.

*available to Marketing and CMS Hub Pro+ customers

Saved Views and a new Gallery mode for CTAs

Saved views for CTAs enables you to filter all your CTAs by the "Advanced filters" available, and save that set of filters as a view for yourself, your team or for everyone in your portal. Views provide a quick way to drill down to the exact CTAs you're looking for and focus on your draft CTAs, recently published, CTAs you created, and any sort of grouping you can think of. CTAs now contains the most up-to-date set of features for filtering/views too including AND/OR filtering, improved view management and a brand new "Gallery" mode.

Gallery mode introduces a brand new way to visualise and manage your CTAs. Gallery takes the standard table layout and creates a more visual layout focusing on the preview images of CTAs, alongside the standard name, status and performance information. The preview image is often the quickest way to tell one CTA from another, and historically the preview image has been a tiny image constrained to a single cell in the table. The new "Gallery" mode puts this preview front and centre providing an at-a-glance overview.

*available to Marketing and CMS Hub Starter+ customers

Get Started

Sales Hub

Lead Management in Prospecting Workspace

HubSpot is adding a new object to Sales Hub called ‘Leads’. Leads transform how sellers can manage prospecting and qualification efforts for both inbound and outbound demand gen motions inside of HubSpot. Managing leads happens from the ‘leads’ tabs inside the prospecting workspace.

Note: Leads do NOT replace contacts. Instead, leads are secondary objects (like deals or tasks) that can be associated with contact and/or company records.

*available to Sales Hub Pro+ customers with an assigned Sales Seat

Service Hub

Sharing a link to Messages in the Conversations Inbox & Help Desk

No more wasted time scrolling through a long conversation to find a specific message! Introducing message deep linking. You can now copy and paste the link to any message in the Conversations Inbox or Help Desk, and share it with your team for easy reference.

*available to all hubs and tiers

Sales + Service Hub

Reminder Deafults, Reminders for CRM bookings, and Reminders for Proposed Times bookings

You can now configure default reminder intervals, send reminders for meetings booked through the CRM, and send reminders for meetings booked through the proposed times feature in Meetings! Previously, reminder emails could only be configured automatically through scheduling pages.

*available to all hubs and tiers

Lead Form Routing

Introducing lead form routing to meetings, a new way to streamline your meeting booking process. With this latest update, we're making appointment scheduling a breeze. No more one-size-fits-all redirects! This feature empowers you to harness the information collected in your forms to customize the visitor's journey ensuring they are directed to the most relevant meeting link for their needs.

*available to Sales and Service Hub Enterprise customers

Learn More

Create your own Goal templates

Custom Goals enable customers to select any object and property and apply any number of filters to achieve a level of specificity that applies best to their organization. Defining the right custom goal takes thought and effort to ensure it’s set up correctly. We heard from many users that it was difficult to use their custom goal again, which results in having to re-define it for every new month, quarter, or year.

With this new release, the effort of defining custom goals is no longer lost! Now you can save the definition as a Goal Template. These templates are going to be available in the Goals template library within the section ‘My templates’.

*available to Sales and Service Hub Enterprise customers

Block Number List

We understand that efficient communication is the backbone of a calling experience. Safeguarding your calling reps from spam and fraudulent callers bolsters your company's security and reputation. With Block Number List, Admins and Super Admins can protect your team from potential spam and data breaches, while maintaining the highest level of inbound calling accuracy.

*available to Sales and Service Hub Starter+ customers

Operations Hub

Easily Review Data Model Adoption & Usage

The Data Model Overview now enables users to quickly get an understanding of their data completeness and adoption.

*available to all hubs and tiers

Learn More

Custom Actions API: Customize the data you return based on workflow type

When building your own custom workflow actions and using external data fields, we are now passing along the object type of the workflow the action is being used in so that you can customize the data you return.

*available to all hubs and tiers

Learn More

Notifications for Workflow Issues

Users can now be notified of workflow issues via Slack, Email, Facebook Workplace, MS Teams, Mobile, Browser, or with In-app notifications on a per workflow basis. As a result, less business-critical workflows can continue to be managed through the workflows Needs Review tab, but users can receive notifications for higher priority workflow issues every time they occur, or after a set period of time defined by the user. Workflow notifications are available in Enterprise-level HubSpot portals.

*available to Enterprise customers only

Data Sync Inspect by Record View

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. With all these potential integrations syncing data, customers want to monitor what's happening.

Inspect by Record View is the fully revamped place to go for all your Data Sync insights. After setting up a Data Sync integration for HubSpot, you can now supercharge your own analysis of what's happening with your data.

*available to all hubs and tiers

Data Quality Property Insights in Custom Report Builder

This update introduces data quality property insights into the custom report builder property info modal. It is available for contact, company, deal, and ticket objects.

*available to Operations Hub Pro+ customers

Random Split Branch in Workflows

Customers can now use workflows to randomly split enrolled records into evenly sized groups for workflow experimentation.

*available to Marketing Hub Pro+ customers

Gauge Visualizations in Custom Report Builder

The custom report builder now supports gauge visualizations. Gauges make it easy to understand how your data is performing compared to defined ranges!

*available to all Pro+ customers

Learn More

Set a contact’s SMS or WhatsApp subscription status using workflows

You can now set or update your contacts' SMS or WhatsApp subscription type using a contact-based workflow.

*available to Marketing Hub and Service Hub Pro+ customers

Build lists filtered by a WhatsApp subscription status

Customers can create static or dynamic lists based on WhatsApp subscription status (opted in, not opted, opted out). This is at parity with current email list segmentation experience.

*available to Marketing Hub and Service Hub Pro+ customers

Commerce Hub

Updated Checkout Page with Apple Pay and Google Pay

We have updated the HubSpot Payments Checkout page, which has an updated layout for credit card payments and a more secure ACH flow that instantly verifies bank accounts.

For Native Payments merchants, you can also offer your buyers the option to pay with Apple Pay and Google Pay.

Offering secure and efficient payment methods at checkout are crucial to boosting conversions and revenue. The addition of Apple Pay and Google Pay will be another way to reach those goals and give your buyers a seamless, faster checkout experience.

*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

More Flexible Checkout Embed

We are adding the "Order Summary" to the embed, which allows our merchants to take full advantage of features like discount codes and buyers' ability to add optional products and input quantities and amounts.

*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

Automatically generate invoices for subscription payments

HubSpot payments customers that bill using recurring subscriptions will now automatically have an invoice generated to facilitate revenue tracking.

*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

Company properties on Payment Links

Company properties can now be added to payment links. This allows a business to collect contact and company information, all from the place where your customer is paying.

*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

CRM Platform

Custom Object Descriptions

Admins will be able to provide a short description of a custom object type to provide additional clarity to everyone who interacts with it. To start, the description will be visible in custom object settings, the data model overview and import.

Note: this release also includes the ability to select an existing property and set it as the secondary display property while editing.

*available to all customers with at least one Enterprise hub

A More Precise Large Export 

We've updated our large export warning notification to give super admins more control over how they're notified of large exports from their portal. Super admins can now specify that they want to be notified every time an export occurs over a specific threshold of records that they set. Previously, super admins could only opt in to receive a notification if more than 50% of the records in their portal were exported.

*available to all hubs and tiers

Commenting in Lists

Customers can now comment inside individual Lists within HubSpot.

*available to Pro+ customers

Remap incorrect values on dropdown select properties

Users can now remap an invalid enumeration option on a dropdown select property to a valid property option, without quitting the import flow.

*available to all hubs and tiers

Learn More

Property Source Information now available in property history exports

Historically, exporting a property's history has shown you the different values that records in the CRM have had for that property, and the date at which that value changed. Now, we've added additional information to this export to also tell you which user and tool triggered a property change within the CRM.

*available to all hubs and tiers

CRM Record Page Editor

The CRM record page editor allows admins to easily customize the middle column of a record to match their business' needs. Admins can now add new cards and tabs to the record page, so their teams have access to the right information at the right time.

*availabe to all hubs and tiers

Learn More

“Freezing” the First Column on Index Pages

The updated frozen column setting allows you to quickly freeze the first column on a view so that you can view your table data without losing sight of which record you're working on.

*available to all hubs and tiers

Custom Unique IDs for Contacts in Import

We now support custom unique IDs for contacts within import. This means that you can now upsert and dedupe your data across contacts, companies, deals, tickets, and custom objects -- leveraging a unique ID of your choosing.

*available to all hubs and tiers

Conditional Property Logic

Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.

*available to all Pro+ customers

Learn More

Auto-complete for the Advanced Formula Editor

Auto-complete is designed to make formula writing more efficient and accurate by providing intelligent suggestions and real-time guidance for composing your formulas.

Previously, customers had to manually enter the entire name of the property or function or make a selection from a long list of property and function options.

With the release of auto-complete, we can now predict and automatically complete or suggest options for the property or function as it is being entered. Auto-Complete will streamline the process, reduce errors, and enhance your experience with the advanced formula editor.

*available to all Pro+ customers

App Marketplace & Integrations

New and Improved Apps in the App Marketplace

Using the HubSpot App Marketplace, you can integrate your existing tools or discover new apps to help your business grow – including the newly certified Webflow app, which makes it simpler for marketers to connect their Webflow creations directly to HubSpot and configure mission critical automations. 

Since July, 71+ new apps joined the App Marketplace and 17+ apps were enhanced with new features.

*available to all hubs and tiers

Learn More

New Webflow App for HubSpot

The newly certified and updated Webflow app allows you to connect your Webflow site to HubSpot and harness the power of both platforms. Customers can now:

• Embed and style HubSpot forms in the Webflow Designer
• Connect and map Webflow forms to HubSpot forms in the Webflow Designer
• Add HubSpot assets to your Webflow site
• Embed HubSpot chatbots to your site
• Add the HubSpot tracking code to your site

*available to all hubs and tiers

Enroll in a HubSpot Sequence from Salesforce

You can now enroll your contacts in a Sequence directly from Salesforce to automate your outreach.

*available to all Pro+ customers 

Learn More

Book HubSpot Meetings from Salesforce

If you're a Salesforce and HubSpot customer, you can now schedule a HubSpot meeting directly from a contact or record without leaving Salesforce.

*available to all Pro+ customers 

New permission requirements for installing public apps from third-party websites

Currently, the App Marketplace Access permission is required when installing apps from the HubSpot App Marketplace. Going forward, this permission will also be required when installing any integration, including apps installed from third-party websites.

The App Marketplace Access permission will be required in addition to any other permissions required to install the app, based on the access being requested by the app.

*available to all hubs and tiers

Integrations Sync Card for Data Sync: Zoho CRM, Pipedrive, Copper, Odoo & Shopify

The Integration Sync card is rolling out to 5 more Data Sync Integrations:

• Zoho CRM
• Pipedrive
• Copper
• Odoo
• Shopify (integration is in private beta)

This is already live for NetSuite and Microsoft Dynamics 365. This feature is available for contact, company, deal, invoice, and order records in HubSpot.

*available to all hubs and tiers 

Learn More

Mobile

Calls, Notes & Logged Activities Now Associated with the Correct Records on Mobile

We have encoded the logic laid out in the Knowledge Base article "Associate activities with records" into the app. When a user starts logging an activity with a contact for example, their primary company and recent open deals will be "pre-selected" as associations. The user can add or remove any other associations they like.

*available to all hubs and tiers

Edit Your Marketing Emails on mobile

Marketing Email is one of the most used solutions in HubSpot today. A lot of marketers work daily with this fantastic tool and get the most from it by interconnecting it with their inbound marketing strategies. By enabling Marketing Email on the app, we empower marketers with a cross-platform experience that helps them to control and manage their communications.

After the release of the first iteration, we are launching new capabilities for marketers on the go. In this second release marketers can go a step further and edit, schedule and send their Regular, Automated, Blog, RSS, Follow-up and Timezone marketing emails.

*available to Marketing Hub Starter+ customers

Publish richer Facebook posts on mobile

Marketers can now include 20 images in their Facebook social media posts from mobile. Removing the old limitation of four images allows marketers to create richer content on the social network and share more compelling stories.

*available to Marketing Hub Pro+ customers

Create better LinkedIn posts, with videos and more images from mobile

In this last Mobile Social update, you can publish videos to your personal LinkedIn accounts and create posts with more than 4 images.

*available to Marketing Hub Pro+ customers

Learn More

Access and Manage Your Files on Mobile

In this first iteration, you are able to upload, preview, save, download, share and move to trash your files.

On one side, you can access all your files from the main HubSpot mobile navigation, under the menu Files. There you will be able to search and sort your files and navigate through your folders. Once you find the file you were looking for, you can either move it to trash, download or save it on your smartphone or share it natively.

On the other side, you can also upload your content in Files!

*available to CMS Free+ customers

Muti-Hub Updates

Membership Email Cancellations

We will now be canceling membership registration emails for underperformance. Additionally, we are adding visibility of cancellations in the private content settings and notifications in the HubSpot app to indicate when registration emails are canceled.

*available to Service Hub Pro+ and CMS Hub Enterprise customers

Global Toolbar Above HubSpot Nav, with a more discoverable Search

A new toolbar on top of the current nav will pave the way to enable persistent access to utility items like Calling & Help, and increase discoverability to an expanded Global Search box that replaces the previous search icon.

*available to all hubs and tiers

Automated Registration Email Follow-Up for Private Content

In private content settings, HubSpot users will now be able to set an automated registration email follow-up, which will automatically send emails to contacts who have not completed account registration. This is important because until the contact's registration is completed, the contact will be unable to access private content.

*available to Service Hub Pro+ and CMS Hub Enterprise customers

Learn More

New Data Privacy Dashboard

Now, a new privacy-centric dashboard will display six reports about contact engagement and behavior, contact region, legal basis for processing contact data, and more. This data is a starting point to track and better manage contacts in your accounts, and to drive processes that address privacy risks.

*available to all hubs and tiers

More details and labels on each Global Search result

Now, you can see additional details about a contact, company, deal, ticket, or task, when looking for them in Global Search. Also, every detail in the result is now labeled to help you understand what it is. This will help you quickly identify the result that you were looking for even if they have similar names or properties.

*available to all hubs and tiers

Simplified Apex Redirect Setup

When connecting a custom domain, both the www and non-www versions of customers' sites will be set to redirect by default. Users can opt-in to this behavior or choose to "opt-out" if they don't want automatic redirects. Our aim is to simplify the domain connection process, eliminating potential confusion for website owners.

*available to all hubs and tiers

Multi-Language Subtitles for HubSpot Video

Customers will be able to select multiple subtitles files in specific languages to be uploaded. When a user watching the video selects the subtitles CTA in the player, they will see a list of the available subtitle language options.

*available to Marketing, CMS and Service Hub Pro+ customers

Comment Notification Bundling

As part of this update, we will now bundle comments left in quick succession on the same thread. This means users will receive less notifications and crucially when we do notify, we can provide more clarity and context helping our customers to get the full context on the ongoing work.

*available to all Pro+ customers 

Customizable options for session timeout due to user inactivity

HubSpot's session time out for web browser sessions forces a user to log in again to the HubSpot account if a user is inactive for a certain amount of time. The default inactivity timeout value is 24 hours but with this update administrators will have the option to configure the inactivity timeout value for all the users in the entire account.

*available to all hubs and tiers

Unread comment improvements

We are releasing a number of updates to the collaboration sidebar to make it easier to find new and unread comments. The updates include:

• Unread comment counter
• Preview of unread comments
• Link directly to new comments from email notifications

*available to all Pro+ customers 

Overview of users and new user properties on user record

With this update, admins can now view more granular portal usage (enterprise tiers only), connected account, security, and association data on a user-by-user basis by viewing the new "Overview" tab of the user record to help make sure that users are making use of HubSpot tooling in the best way for their business.

*available to all hubs and tiers

Timezone Switcher for Date and DateTime Properties

This update exposes more information around the timezone that a date or datetime property is being evaluated in. The backend system that powers lists stores properties for date and datetime in different timezone formats. By default dates and datetimes are stored and evaluated based on the following timezones:

• Dates: UTC
• DateTime: Portal Time Zone

This means that depending on where you are in the world, in relation to your portal's timezone, you may see unexpected records qualify for lists if that list includes date or datetime properties in the filters. (Example: your home office is in Boston and you are located in Dublin).

*available to all hubs and tiers

Updated User Table with Additional Data and Filtering

Introducing a new version of the user table showing additional information about the users in a given portal. Viewers are now able to easily scroll through the newly surfaced properties on users to get a more holistic view of where a user is in their setup, how they are configured, and when they were last active.

Properties visible will depend on subscription but include:

• Name
• Seat
• Permission Sets (Enterprise)
• Access
• Main Team (Professional+)
• Extra Teams (Professional+)
• Invite Status
• Partner User
• Last Active
• SCIM Status (Enterprise)
• Email Status
• Calendar Status
• Calendar Sync
• Scheduling Pages

*available to all hubs and tiers

Easily move users from super admin to lower levels of permissions in Security Center

The Security Center currently recommends that users limit the number of Super Admins on their accounts, and suggests removing Super Admins if you have too many. This new wizard lets you easily select a permission set or permission template from your list of portal permission sets to change a Super Admin's permissions quickly, and even do so in bulk.

*available to all hubs and tiers

Thanks for reading our October edition of Release Notes!

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