September 2024 Release Notes

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Marketing Hub

Updated Email Subscription APIs

Email Subscription APIs have expanded capabilities for businesses seeking more flexibility when using different tools as part of their operation and/or a need to craft custom solutions (both in/outside of HubSpot) to suit their specific business needs.

Updated Email Subscription APIs include:

• Subscribe/unsubscribe contact(s) from one or more subscription types, including previously unsubscribed users
• Unsubscribe from all email communication
• Support for users with Business Units add-on

*available to all Marketing Hub Starter+ customers

Hidden Fields in the New Forms Editor

You can now use hidden form fields to automatically pass values into properties without requiring contacts to fill in those fields themselves. This allows for smoother form submissions and data collection.

*available to all hubs and tiers

Translations in the New Forms Editor

Set a default language for your forms, automatically translating error messages, field labels, help text, placeholder text, and default values. Additionally, AI Translations enable seamless translation of all form content, including custom labels and consent text, with easy updates for any new content.

*available to all hubs and tiers

Marketing + Content Hub

New order- and cart-based workflow templates available

Three new workflow templates focused on orders and carts are now available in the workflow template library: Ecommerce Welcome Workflow, Abandoned Cart Workflow, and Re-engagement Workflow. These templates streamline the setup process for ecommerce-related automations.

*available to Marketing and Content Hub Pro+ customers 

Better Quality AI-Generated Images

HubSpot's AI Image Generator will now produce better images, even faster than before. These improvements ensure that you can rely on AI to produce high-quality visuals for your projects, enhancing your overall content.

*available to all Content Hub and Marketing Hub Starter+ customers

Easier collaboration with ChatSpot in CTAs

ChatSpot is now powered by collaborate mode and works within CTAs. This new functionality allows you to interact conversationally with AI to write and edit text within your CTAs. Previously, you were limited to the options in the dropdown menu, but now you can draft and edit text with open-ended prompts directly within ChatSpot.

*available to all Content Hub and Marketing Hub Starter+ customers

Essential Apps for Marketers (Content Hub & Marketing Hub)

Discover an updated collection of essential marketing apps in the HubSpot App Marketplace, featuring tools like Adobe Express for creating stunning visuals and Amplitude for enriching your CRM data with product insights. These recommended apps streamline your marketing efforts and enhance collaboration, making it easier to build and engage your audience.

*available to all hubs and tiers

Use multiple AI voices in a podcast episode

In the podcast editor, you can now assign unique AI voices to different sections, rather than using the same voice for AI narrated podcasts. This allows you content versatility without the hassle.

*available to all Content Hub and Marketing Hub Pro+ customers

Sales Hub

Sales Hub Everywhere with the HubSpot Sales Chrome Extension

Sales teams can now use the HubSpot Sales Chrome extension and Breeze Copilot from anywhere across the web!

• Perform research on prospects as you browse their websites
• Enroll contacts in sequences, send emails, make calls and view CRM records
• Utilize Breeze Copilot across the web to get further insight into companies and contacts

*available to all hubs and tiers

Learn More

Updated Quote Setup Wizard Order

The updated Quote Setup Order introduces a redesign that allows you to enter essential data for a quote before selecting the quote template. The "Details" step has been renamed to "Template & Details" and moved later in the setup wizard for a more logical flow.

*available to all Sales Hub customers

Expanded Invoice Creation

You can now create invoices in any HubSpot-supported currency, expanding beyond just those that support online payments. This allows for seamless conversion of Deals and Quotes into Invoices in a wider range of currencies.

*available to all Sales Hub customers

Service Hub 

New AI writing tools in Conversations Inbox and Help Desk: proofreading, shortcut commands, regenerating, and more!

We’re excited to introduce new AI writing tools for the Conversations Inbox composer, available across all channels. This update includes time-saving AI shortcuts, a popover modal for better control over generated responses, a Proofreading feature, and an enhanced Summarize feature to help you respond faster and more effectively.

*available to all hubs and tiers

Manage your Knowledge Base articles approvals on mobile

Knowledge base articles can now be approved from mobile. All approvals are visible and centralised in the HubSpot app, to make the approval process faster and easier, for the requestor and the approver.

*available to all Service Hub Enterprise customers

Customizable Views Sidebar

The help desk now allows you to customize your views sidebar by blending default and custom views, rearranging them, and hiding unwanted views in a collapsible "More" section. By customizing your sidebar, you enhance your efficiency and focus, leading to improved response times and customer satisfaction in support interactions.

*available to all Service Hub Pro+ customers

Copilot-Generated Ticket Summaries in Help Desk

The new "Ticket Summary" card, available in the help desk sidebar, provides an AI-generated overview of a ticket's conversation history, powered by Breeze Copilot. This feature helps support teams quickly grasp ticket details and context.

*available to all Service Hub Pro+ customers

Note: For ticket summaries to work, "Generative AI > Standard CRM properties", "Generative AI > Customer conversation data" and "Copilot" all must be turned on in AI settings (which can be found under Account Management > AI).

Sales + Service Hub

User changes to a meeting are now surfaced in the Audit Log

You can now track and audit when you create, update, or delete a meeting or a meeting scheduling page through the Audit Log. This added visibility ensures you have a clear record of changes and actions taken within your scheduling processes.

*available to all Sales Hub & Service Hub Enterprise customers

Make outbound calls using the Calling icon in the navigation

Easily make outbound calls by clicking the Calling icon in the navigation and entering the recipient's phone number. This new functionality simplifies the calling process within HubSpot.

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

Transfer Calls Inbound Calls in Inbox & Help Desk

If you are assigned to the same calling channel in Inbox or Help Desk, you can now easily transfer inbound calls to each other. This ensures a smooth and efficient customer experience.

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

Learn More

AI Assistant | Suggested next actions post call

This update enhances call summaries by providing AI-generated suggested next steps for reps to take after a call, based on the conversation context. Suggested actions may include booking a meeting or sending a follow-up email, and reps can also launch ChatSpot for further inquiries.

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

Set default columns for forecasting deal table

Admins can now configure the default columns that appear in the forecasting deal table when looking at an individual rep's deals.

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

Operations Hub

Data Quality Demo Mode

Introducing the Data Quality Demo Mode in HubSpot. You can now take a guided tour through your data management tools, including data monitoring, duplicate management, formatting issue detection, and property insights allowing you to understand these tools quickly and easily.

*available to all Operations Hub Pro+ customers

Workflows Conversion Reporting

The workflow editor now shows aggregate conversion and performance data, which is visualized directly on each workflow's diagram. These new insights empower you with data to help you understand the effectiveness and impact of your workflows. 

*available to all HubSpot Enterprise customers

Learn More

Datasets moving to Operations Hub Professional and the Professional Platform

HubSpot is expanding access to datasets, its data preparation and curation tool, now available in Operations Hub Professional. You will gain customizable datasets, while a selection of templated, non-customizable datasets will be accessible for all Professional and Enterprise Hubs starting September 18th, 2024.

*available to all HubSpot Pro+ customers

Note: Operations Hub Enterprise access to datasets remains unchanged! Customers with Ops Enterprise can still create up to 200 custom datasets consisting of a combination of 50 custom formula fields and 100 properties for a total of 150 columns per dataset, with access to formulas, functions, advanced data joins, and CSV joins.

Developer Platform

Serverless Endpoint Function Logs

Private app developers can now access log information for requests made to their serverless endpoint functions through a new sub-tab in the App details UI. This feature allows you to filter logs by Method, Domain, and HTTP status response code, and export the results as a CSV file for deeper analysis.

*available to all HubSpot Enterprise customers

API Limit Increase & Capacity Pack Changes

API limits for Pro+ customers are being increased, enhancing reliability and scalability of the HubSpot platform. This update raises daily call limits and burst limits, allowing for better data integration and performance.

*available to all hubs and tiers

Smart CRM

"Freezing" Multiple Columns

Freeze up to three columns in an Index table, enhancing your ability to interact with and analyze your data more easily. This added flexibility allows you to keep important information visible while scrolling through large datasets.

*available to all hubs and tiers

CRM Data Backup

CRM Data Backup introduces an important mechanism to protect your data. You now can take a manual export of all contacts, companies, deals, tickets, custom objects, products, calls, tasks, and conversations in a CSV zip file.

*available to all Hubspot Starter+ customers

Learn More

Associated Record Labels for Objects in CRM Index Page Filters

 Users can now select association labels for associated records while creating filters on the index page, providing clearer insights into how records are connected. This enhancement allows for more precise filtering based on the specific relationships between records.

*available to all hubs and tiers

Note: If you don’t choose any label, it defaults to “Any Contact”

Inline editing on Association tables

Association tables in the middle column of record pages now support inline editing, allowing you to make changes directly within the table. This update enhances your workflow by enabling quicker updates to associated records without needing to navigate to multiple pages.

*available to all hubs and tiers

Upcoming changes to AI settings

Starting September 9, 2024, a centralized "AI" settings page will be introduced, allowing you to manage your organization’s access to Generative AI features and control the types of data these features can utilize. This new page will replace the existing "AI Assistants" and "ChatSpot" settings.

*available to all Hubspot Starter+ customers

Note: if your organization chooses to turn OFF “Give users access to generative AI tools and features”, none of these data sources would be used for AI.

Property date tracker

The property date tracker now displays the progress of date-based properties as a middle column card, providing a clear visual representation of key dates. 

*available to all hubs and tiers

Navigation UI Update

The global navigation UI has been enhanced to improve efficiency and ease of use by reducing clicks, minimizing mouse movement, and adjusting sensitivity to prevent accidental openings. These updates streamline navigation, making it easier for users to access features quickly while reducing frustration from accidental clicks, ultimately leading to a more intuitive user experience.

*available to all hubs and tiers

Quick actions card

You can now customize the quick actions card, giving your team easy access to essential tasks like adding notes, creating tasks, and making new associations. This streamlined feature enhances user experience by placing critical actions at your fingertips.

*available to all hubs and tiers

Store HIPAA data in HubSpot

With this update, organizations that are HIPAA covered entities or business associates and need a business associate agreement (BAA), can store personal, protected health information (PHI) in HubSpot and operate their portal in compliance with HIPAA regulations. This allows you more protection and peace of mind.

*available to all HubSpot Enterprise customers

Learn More

Search & Filter Duplicate Records

Introducing powerful new search and filtering capabilities in our duplicate management tool. Now you can precisely target duplicate records based on key attributes:

For contacts, filter by:

• Contact owner
• Lifecycle stage
• Create date
• Last activity date

For companies, filter by:

• Company owner
• Creation date
• Last activity date

Additionally, our new search function enables you to find specific records instantly within your duplicates. Together, these features streamline your data cleansing process

*available to all HubSpot Pro+ customers

Orders and Cart Object Enhancements

There are new features available for the carts and orders objects in HubSpot:

• Record pages for orders and carts objects
• Association cards allow you to easily view associated orders and carts on record pages, such as deals, contacts, companies, and tickets
• Support for object data management accessible from the settings tab

*available to all hubs and tiers

Mobile

Mobile Sales Home

We’re launching a new Sales home that will become the starting point for all sales reps and managers activity in the HubSpot mobile app. This homepage tailors our users needs based on their role and Sales Hub seat assignment. The new Sales Home caters to sales reps and managers needs, helping them achieve their goals:

• Helping mobile sales reps identify key actions to generate pipeline and/or close deals.
• Helping mobile sales managers review their team performance, and gain insights into their business.

*available on iOS and Android for all Sales Hub customers 

App Marketplace

Introducing App Cards Powered by UI Extensions in the App Marketplace

Introducing app cards, flexible surfaces that give you a custom way to display, sync, and action data between HubSpot and your third-party tools. App cards replace classic CRM cards with richer app experiences without leaving HubSpot.

*available to all hubs and tiers

Learn More

95+ new and 35+ updated apps in HubSpot’s App Marketplace

This quarter, 95+ new apps recently joined HubSpot’s App Marketplace including content creation app Adobe Express and AI video creator HeyGen.

Additionally, 35+ apps were recently updated with new features. To see them all, check out the list here. 

*The HubSpot App Marketplace is available to all hubs and tiers

New PandaDoc CPQ for HubSpot

The PandaDoc app for HubSpot now features integrated end-to-end CPQ functionalities, allowing you to create accurate quotes and manage your entire sales cycle directly within HubSpot. Enhance efficiency and accuracy without the need for complex setups or external consultants.

*available to all hubs and tiers

Special Offer for Adobe Express Premium Plan for Teams (Get Complimentary Four Months)

You can now enjoy a complimentary four-month access to the Adobe Express Premium plan for teams, allowing them to utilize Adobe's AI-driven content creation tools. With the recent integration between HubSpot and Adobe Express, this limited-time offer empowers you to create stunning visuals for social media, marketing materials, and emails—enhancing your marketing efforts and streamlining your creative process.

*available to all hubs and tiers

Learn More

Improvements to the Amplitude app for HubSpot

The Amplitude app for HubSpot now enables GTM teams to leverage product usage insights alongside customer data, allowing for enhanced growth strategies. Key features include easy sign-up, integrated lead and customer health scoring, embedded reports in HubSpot dashboards, and real-time tracking.

*available to all hubs and tiers

Set up notifications for disconnected apps

Notifications for disconnected apps can now be set up, allowing you to configure alerts for specific applications and choose who to notify and when. This feature ensures you stay informed about your app connections.

*available to all hubs and tiers

Note: This feature is currently available only for public apps built by app partners.

Multi-Hub Updates

Unsubscribe links on by default for new portals

Starting September 4, all newly created portals will automatically have unsubscribe links enabled in 1:1 emails, ensuring compliance and enhancing your email management. This new setting simplifies the process for you, making it easier to maintain customer preferences and improve engagement.

*available to all hubs and tiers

Learn More

Index Settings Tab

You can now access Index Page setup options directly from the Settings pages, making it easier to customize 'All Views' and set default views for your team. Additionally, you can toggle the Deal Insights Card on or off for all Deal Index views.

*available to all hubs and tiers

Turn-off email notifications from the footer

You can now easily turn off unwanted email notifications directly from the email's footer, eliminating the hassle of navigating to the notifications preferences page. This streamlined feature enhances your control over your inbox, allowing you to focus on what truly matters while keeping your communication streamlined and relevant! 

*available to all hubs and tiers

Note: This option is available for user-settable notifications. Non-optional notifications cannot be turned off.

Want to see more resources like this?

• Download our September Product Updates Deck to see all our Public Beta and Live features at a glance