October 2024 Release Notes

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Marketing Hub

Associate Campaigns to Forms in the new Forms tool

In the new Forms tool, just choose a form from the File dropdown to easily connect it to your campaign and improve your marketing plan. Forms and campaigns give you a complete view of how your marketing efforts translate into results. This lets you make smarter decisions based on data and improve the performance of your campaigns. 

*available to all Marketing Hub Pro+ customers

Progress Bar in the new Forms tool

A progress bar offers users visual feedback on their form completion, showing how far they’ve come and how much is left to finish. This feature makes it easier for users to complete forms. It also keeps them motivated so they are more likely to complete them.

*available to all Marketing Hub Starter+ customers

Add Sequences to Campaigns

You can now improve your campaigns by adding sequences as your first sales asset type. This will make it easier to work with marketing and sales. This new feature allows you to streamline communication, use combined data insights, and adapt strategies quickly, ultimately driving a stronger return on investment.

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

Use workflows to register contacts for Microsoft Teams webinars

New workflows for registering HubSpot contacts for Microsoft Teams webinars use contact information. This allows you to create segments and enroll people based on the data you enter in the HubSpot form. This integration streamlines your marketing efforts, letting you manage everything from one platform.

*available to all HubSpot Pro+ customers

Reporting Updates to the Forms Analyze Tab

The Forms Analyze tab now features several new reporting actions, including a 'Form Name' filter, enhanced report viewing options, and dashboard refresh capabilities. These updates streamline data analysis, empowering you to generate insights and make informed decisions more efficiently.

*available to all Marketing Starter+ customers

Content Hub

"Edit" Permissions Required to Create Blog Authors

A new requirement for blog author management now stipulates that users must have "edit" permission to create or update blog authors. This update enhances security by ensuring that only authorized individuals can modify author information.

*available to all hubs and tiers

Sales Hub

Create Payment Links & Subscriptions From Line Items in Deals

We’ve streamlined the creation flow to allow Payment Links and Subscription generation directly from the line items page within deals. This enhancement simplifies the entire sales process, enabling customers to manage their sales seamlessly from deal to transaction.

*available to all hubs and tiers

Saving Line Items to the Product Library

You can now save line items directly to the Product Library while using Deals, Quotes, Invoices, Subscriptions, and Payment Links. This enhancement streamlines product management, making it easier to reuse and access your offerings across various tools.

*available to all hubs and tiers

Service Hub 

Skill-based Ticket Routing for Live Chat

With skill-based ticket routing, you can quickly match incoming customer inquiries to the best-suited agent, ensuring efficient issue resolution. Easily maintain rules even as your workforce changes, ensuring consistent support.

*available to all Service Hub Enterprise customers

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Note: This feature is only available with Help Desk. Skill-based assignment requires the target teams and/or users to have a Service Hub paid seat. If a user does not have a service seat, they will not be considered in the routable pool of agents even if they have the skills and availability to take the ticket.

Conditional SLA Rules

In Help Desk, you can now create conditional SLAs for new tickets from connected channels, allowing you to tailor response times based on specific ticket properties and associated objects. This customization enhances your ability to manage support efficiently and ensures that you meet your customers' needs more effectively!

*available to Service Hub Enterprise customers

Note: Conditional SLAs only apply to tickets created by Help desk-connected channels. Conditional SLAs only apply at ticket creation and do not update if ticket or associated properties are updated after ticket creation. Only users with a service seat will see SLAs on their tickets.

WhatsApp Pricing Change - Free Service Messaging

Starting November 1st, Service conversations initiated by your recipients will no longer count toward your WhatsApp usage limit. While Marketing, Utility, and Authentication conversations will still apply, HubSpot will continue to provide the first 1,000 of these each month for free, helping you engage your audience more effectively.

*available to all Marketing and Service Hub Pro+ customers

Sales + Service Hub

Boost Your IVR: Add Submenus and Reporting Insights

We're excited to introduce enhanced IVR functionality, featuring submenus, reporting capabilities, and a streamlined list view. These improvements enable users to create multiple layers of call routing, ensuring callers are directed accurately to the appropriate teams or representatives.

*available to all Sales Hub & Service Hub Enterprise customers

Contact Search for Outbound Dialer

The outbound dialer now features a search field that allows you to quickly find contacts by name, email, phone number, or company name and instantly initiate calls. This enhancement streamlines your calling process, making it faster and more efficient to connect with leads.

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

HubSpot Numbers Available in 7 New Countries!

Phone number acquisition is now available for Germany, Brazil, Austria, Switzerland, New Zealand, Mexico, and Colombia, enabling you to obtain a HubSpot phone number for inbound and outbound calling in these regions. This expansion addresses the local calling needs of global businesses while ensuring compliance with evolving telecom regulations through a streamlined documentation submission process.

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

Operations Hub

Association (lookup) support for Airtable and Kintone

The data sync engine now supports over 110 HubSpot-built integrations, including Airtable and Kintone. It has better features for synchronizing data between them and managing associations. This update prepares the groundwork for exciting future enhancements, such as custom object sync with association support, streamlining data management between platforms.

*available to all Operations Starter+ customers

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Developer Platform

Associations and Dissociations of Lists via Marketing Events API

This update adds new ways to connect contact lists with marketing events in HubSpot. You can now easily link and separate contact lists from marketing events in HubSpot. By simplifying event management, this feature improves your efficiency in tracking andThis feature makes event management easier. It also helps you track and group participants better, which will help you market more effectively.

*available to all hubs and tiers

Developer Feedback Center

HubSpot is launching the Developer Feedback Center, an internal tool designed to collect and streamline feedback from the API and developer community. This enhancement ensures that your insights reach the appropriate teams quickly, fostering better connections between you and the product teams.

*available to all hubs and tiers

Campaign API

The Campaign APIs empower customers, developers, and app partners to create, manage, and analyze marketing campaigns and assets seamlessly. Featuring the CRUD and Batch API, Asset API, and Metrics API, these tools enhance campaign management and performance evaluation while facilitating integration with external applications and data warehouses.

*available to all Marketing Hub Pro+ customers

App Marketplace 

Improvements to the Twilio Segment app for HubSpot

The Twilio Segment app for HubSpot lets you easily create and update properties through custom objects and events, streamlining the syncing process. It now supports sensitive properties, allowing you to manage all customer data in HubSpot, even in regulated industries like healthcare and finance.

*The Twilio Segment app is available to all HubSpot customers

Log Microsoft Teams phone calls in HubSpot

If you use Microsoft Teams Phone, you can now automatically log phone calls to the relevant HubSpot records, streamlining your workflow. Plus, you can enhance your experience with features like click-to-call from HubSpot and instant routing to contact pages for inbound calls, making your communication more efficient than ever.

*available to all hubs and tiers

Note: This feature is only available to Microsoft Teams integration users whose admins have installed the integration using the 'Full Install' option. If you have the integration installed under the "Limited Install" option, it needs to be uninstalled and reinstalled under "Full Install". 

Essential Apps for Sales Hub 2024

The 2024 edition of essential apps for sales is now live in the HubSpot App Marketplace, showcasing top recommendations to enhance your Sales Hub experience. These integrations, from Aircall to Zoom, streamline workflows, improve productivity, and provide a comprehensive view of your prospects and customers.

*available to all hubs and tiers

Smart CRM 

Manage Field-Level Permissions during Property Creation

You can now manage access to properties directly within the property creation flow, simplifying your property management experience. This enhancement allows for easier access provisioning while creating or editing properties, streamlining your workflow and improving collaboration.

*available to all HubSpot Enterprise customers

Portal level unsubscribe link setting

To enhance your email deliverability and align with company policies, you can now manage unsubscribe links for 1:1 emails more effectively. As an administrator, you have the power to enforce a consistent setting for all users, ensuring everyone either includes or excludes unsubscribe links, streamlining compliance and reinforcing best practices across your organization.

*available to all hubs and tiers

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Email reply logging when switching from team to personal email

Now, when you switch from a team email to your personal email for sending, your replies will seamlessly log to existing threads. This ensures that all your conversations remain organized and easy to track, no matter which email address you use!

*available to all hubs and tiers

Learn More

Dataset and custom event imports can now be started from within the import tool

Importing custom events data and external datasets is now easier than ever with our updated import tool. This streamlined process saves time and minimizes errors, allowing your team to focus on generating insights and making informed decisions more efficiently.

*available to all HubSpot Enterprise customers

View updates scheduled to release to your account

The new Scheduled for Release tab provides you with a comprehensive calendar and table view of upcoming product updates, ensuring you stay informed about future releases. This visibility allows you to prepare effectively for changes and take advantage of new functionalities as they become available.

*available to all hubs and tiers

Display Relative Time from 'today' for Date and Datetime Properties

The Smart CRM now features the ability to display the time since or until today for date and datetime properties. This functionality allows users to easily visualize important timelines, enhancing their ability to manage tasks and deadlines effectively.

*available to all hubs and tiers

Enhanced support for Datetime Properties in Workflows, Sequences, and Snippets

Custom datetime properties now display both the date and time when used as personalization tokens in workflows, sequences, or snippets. This enhancement allows you to communicate specific timing details, improving clarity and relevance in your messages.

*available to all hubs and tiers

Configure Activity Association Defaults

Admins can now configure default logic for logging activities across contacts, companies, deals, tickets, and custom objects, setting rules based on the original logging location, activity type, and associated records. With a configurable logic, admins can address their unique business needs and enable the most relevant activities to show up on records. 

*available to all hubs and tiers

Object Form Customization Events in the Audit Log

You can now view recent audit log events that detail who made changes and which properties and associations were updated. This feature enhances transparency within object forms, making it easier for sales teams to track data modifications.

*available to all HubSpot Enterprise customers

Expand your data model: new objects and data templates

New objects and data templates allow you to accelerate your CRM setup and expand your data model with ease. By selecting from a library of industry-specific templates, you can customize your CRM to better align with your business needs and streamline data management.

*available to all hubs and tiers

Mobile

[Connect.com] iOS Mobile App

Introducing the Connect.com Mobile iOS App—a new way for you to connect, learn, and grow wherever you are. With many of the top features from Connect.com already built in, and more exciting updates on the way, this app ensures you stay engaged and productive while on the move.

*available to all hubs and tiers

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

When logging or editing a meeting, you can now specify the duration by selecting from convenient preset options. This feature simplifies the process of recording meeting lengths, helping you manage your time more accurately.

*available to all hubs and tiers

Get notified about Custom objects on iOS

Users assigned custom objects or tagged on activities will now receive timely notifications on their iOS devices. This enhancement keeps you informed about important updates, enabling prompt action on your tasks and activities.

*available to all HubSpot Enterprise customers

Stay Engaged with HubSpot Academy Picture-in-Picture

Introducing our new Picture-in-Picture (PiP) functionality, which allows you to watch Academy content in a resizable window that stays on top of your screen while using HubSpot software. This feature enhances your multitasking by enabling you to absorb important instructions and inspiration without losing focus on your work.

*available to all hubs and tiers

Repair "mixed" subscription statuses

When a contact opts out of all email communication, all associated subscription types within that portal or Business Unit will also be marked as "unsubscribed." This update ensures consistency in subscription statuses, eliminating any mixed states for contacts.

*available to all hubs and tiers

Breeze

Learn with HubSpot Academy in Copilot

Copilot by Breeze AI now features the "Learn with HubSpot Academy" prompt, enabling you to access tailored answers and video recommendations from our extensive library of over 6,000 HubSpot Academy resources. This empowers you to solve your HubSpot queries faster than ever, right within the software.

*available to all hubs and tiers