It’s that time of month for HubSpot CRM to release their product updates for partners. Improvements, upgrades, and modifications have been on the rise - From social posting additions to newly obtained metrics, here are the most prominent updates from the latest release:
Conditional Property Options
Admins can now define conditional property options that will be reflected across the CRM.
For example: If Department = Engineering, then for Role show only Engineering Manager, Engineer, and Director of Engineering.
This feature was enforced only on the 'create record' page in the beta stage. Conditional Property Options will now be enforced on the 'create record' form, the record page, and the index page.
Use case
Admins can configure what options are available in an enum property based on the value of another enum property, improving data quality and data entry experience.
Add 'External Website Pages' to your Campaign(s)
Your first 'external' asset type (non-Hubspot) can now be added to a Campaign: external website pages. Adding both HubSpot and non-HubSpot assets to your campaigns allows you to take your campaigns to the next level.
Use case
- Sessions on your external website pages are considered in the sessions metric.
- Every contact who views your website (= page views) counts as an influenced contact.
- In the deal and revenue data, the 'page view' interactions will be reflected.
- On your 'Performance' tab, you can also see the number of page views per external website page.
Social Publishing and Monitoring
IG photo & video tags
By tagging other Instagram accounts, you can boost post engagement and direct your audience to relevant business Instagram profiles. The social composer allows you to tag brands or creators directly.
Linkedin personal profile mentions
Personal mentions: You can now mention Linkedin personal pages. Marketers can increase engagement and comments by mentioning a connection or other members. This will attract the member's attention and also encourage traffic to the member's Linkedin profile.
Facebook @mentions Available in Social Monitoring
With HubSpot's Monitor Streams in Social, we can now manage Facebook company page @mentions directly from comments and posts from our audience.
It is important for companies to understand what people on social media are saying about their brand. Conversations with followers will build deeper relationships, win new customers and grow revenue, and resolve negative feedback quickly.
Our goal is to provide our customers with an all-in-one place to manage these messages and respond as needed. Facebook is a social media platform where our customers' audiences talk about their brands.
Associated deal value: A new metric is rolling out to all attribution cards
HubSpot Marketing Enterprise customers will now see a fourth metric in their revenue attribution cards. This metric sums up all the closed deals in which a contact engaged with the asset. Previously, this data could only be accessed via exports or the multi-touch attribution report builder.
Prior to this change, HubSpot's attribution cards only showed how much revenue the content you were analyzing had generated. In order to better reflect what this metric is actually showing you, we've changed the label from 'Revenue' to 'Contribution to deal'.
Use Case
With this new metric, marketers will be able to analyze content's contribution within the broader context of closed-won revenue they have helped generate.
Deal Pipeline Rules
With HubSpot's public beta, you can now set and manage rules for your deal pipelines, allowing you to better manage controls and safeguard your data. Among the new rules are:
- Limit the creation of new deals to a single deal stage. If this rule is enabled, all new deals will be created in the selected deal stage.
- Restrict skipping stages. Each deal must go through every deal stage sequentially in the pipeline if this rule is enabled.
- Exception: Deals can still be moved directly to "Closed lost.
- Restrict backward movement. Deals will not be able to move backwards if this rule is enabled.
On the Pipeline Settings page, the existing feature that limits editing access per deal stage has been moved to the "Pipeline Rules" tab. Admins can use these rules to control their pipelines, improve reporting, support stage-driven workflows, and ensure data integrity.
Webhook Triggers in Workflows
You can now trigger workflows from Webhooks! Using Webhook Triggers, you can pull data from third-party systems or apps to trigger workflows directly in HubSpot.
Triggering from a webhook allows you to automate from 3rd party data for a wide variety of automation use cases. Integrations with complex data software, such as SAP, are part of this process.
Learn more about this update here.
CRM Email Permissions
Users will be able to view logged emails and emails from connected inboxes with a new permission. Each CRM email is assigned to a primary sender or recipient. There are three permission levels: owned, team, and all.
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Owned means only emails assigned to that user can be viewed.
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Team means only emails assigned to that user or to users on teams they are part of.
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All means they can see all logged emails.
AI Assistant: AI Blog Post Generator
The new AI-powered blog post generator tool will help you overcome blank page syndrome, get rid of SEO fears, and get started blogging. This tool allows you to plan and draft high-quality, SEO-optimized blog posts that resonate with your audience.
The purpose of this tool is to accomplish the following:
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Make it easier for content creators to start blogging
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Provide fresh ideas by acting as a brainstorming tool and overcoming writer's block
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Identify content ideas that are more likely to resonate with your target audience and perform well
Skill-based Ticket Routing for Help Desk Emails
Through skill-based routing, you can match incoming customer inquiries to the most skilled agent to resolve the issue as quickly as possible. In order to route tickets to teams and/or users with matching skills, admins can use associated customer and ticket information.
Customers who email in from high MRR companies who speak French and reside in the NAM region will be assigned to an agent with French, VIP, and NAM skills.
Use Case
HubSpot customers will find it easier to maintain routing rules with Skills-Based Routing, since routing rules are based on skills rather than a set list of users.
New Service Hub Workflow Templates
There are now four brand new templates in the workflow templates library for support use cases. Templates are displayed and previewable in the template library, but they are only available to use based on your Hub/Tier (since certain object-based workflows and actions are only available at certain hubs and tiers).
Use Case
New templates include:
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Notify ticket owners when an SLA is due
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Set priority on tickets
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Tasks can be created based on ticket sources
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Assign tickets to an owner
Call Analytics
By providing out-of-the-box reporting, the Call Analytics page simplifies the data evaluation process. Using this dedicated page, HubSpot Calling users can easily access their essential calling data with a few clicks, simplifying the analysis of their team's calls.
Use Case
Using call reporting data across the CRM, you can now access and analyze your call data flexibly and quickly to make informed workflow and staffing decisions.
New Goal Templates Available
With the new Goal Templates available in the Goals template library, you can set goals, assign targets, and measure success.
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The following (new) Goal Templates are available for all Sales Hub Pro+ customers: Deals Created, Calls Made, Meetings Booked
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The following (new) Goal Templates are available for all Service Hub Pro+ customers: Average ticket resolution time, Average ticket response time, Tickets closed
Use Case
Save time when creating goals using the new goal templates. Assign targets and align teams around the most impactful activities contributing to organizational success.
Undo or Redo Changes on the Workflows Canvas
On the workflows canvas, there is an undo/redo button that will undo and redo most changes made during the last 30 days. For workflows with extension actions or custom code actions, undo/redo will not work, and actions cannot be moved or cloned.
Use Case
With this new addition, customers can now quickly undo and redo changes inside the workflow canvas, and get right back to work as if nothing happened.
Anomaly Monitoring on Property Updates
HubSpot AI will be used to proactively monitor properties for anomalies in update volume across the CRM. A new section of the data quality command center monitors properties and takes action. It will also be possible for users to subscribe to notifications triggered by anomalies.
Use Case
With anomaly monitoring, you can select the properties you care about most and HubSpot AI insights will help you to stay on top of changes to data in your CRM.
Expanding Global Search on Mobile
Mobile Search has just been unlocked. Our previous search experience was limited to the top 12 results on mobile. Whenever you run a search on Mobile, you'll see every relevant result that matches your query.
Use Case
Search is the gateway to our product, especially on Mobile. It's the first step in solving our users' problems and is the first feature app users engage with after launching home. As we scale for more personas in the app, we need to therefore scale our search capabilities too..
Add Guests to Meetings via Scheduling Pages
When booking time on a scheduling page, prospects cannot include additional attendees on the meeting invitation. Users can now add additional guests to meetings within their scheduling pages by enabling a feature. Prospects can invite up to 10 additional guests. A calendar invite will be sent to these guests for the meeting.
Use Case
This feature gives the ability for prospects filling out a scheduling page to add additional guests/attendees to a meeting link when they are in the process of booking the meeting.
Number Formatting for Currency and Percentages now in Custom Report Builder
Custom report builders now allow you to format measures in specific currencies or percentages, as well as display decimal places and negative numbers.
Use Case
Now, with greater control over how measures are formatted in a report visualization, you'll ensure that each report is conveying the insights you need. For any Number field type that is used in a report, you'll have an additional Format option in the "Edit fields" section, giving you the option to display and convert your field values in the ways you need.
Changes to Lists Now Surfaced in the Centralized Audit Log
It is now possible to track and audit when a user creates, updates, or deletes a list in your account.
Use Case
This helps super admins answer questions like:
- Who created a list and when?
- Who deleted or restored a list and when?
- Who changed the filters in a list?
- Who converted a list from active to static?
“Use In” Lists Quick Actions
Within Lists, you can now use a specific list to gain insights or take actions across other HubSpot tools via a new 'Use In' actions menu.
Use Case
Once you create a list, you can:
- Track its engagement performance using the Custom Report Builder, Datasets, or Customer Journey Analytics
- Automate a campaign for that segment using workflows
- Share a view of that list with a team
The new actions menu helps you see just some of the many ways you can take actions on a list.
Custom Properties and a Description field for Lists
Are you having trouble organizing your Lists and deleting those you no longer need? Lists have custom properties and a Description field to help you!
Use Case
Now, admins can define a set of custom properties to help teams better organize lists during and after creation. Imagine quickly scrolling through lists and quickly answering:
- What was the purpose of this list?
- What was the persona or ICP target?
- What region or campaign was the list created for?
- After what date can we delete this list?
You can now easily gather this information, choose what's mandatory, and even enable conditional properties by creating custom properties inside Lists.
Visualize Associations
Visual representation of associations between object types, including labels and limits. Within the data model overview, association labels are now easily accessible and we've added a new, associations-specific view.
Use Case
Associations can be confusing. As we’ve added more complexity to that system with a web of labels and limits, customers need some way to easily understand what’s configured and how it will impact their users.
Create & Edit Scheduled Meetings on Android
In the HubSpot Mobile app, Android users can now create and edit Scheduled Meetings. Guests will receive invitations to meetings thanks to HubSpot's calendar sync with Google Calendar or Outlook Calendar. Recently, this was launched on iOS as well. Previously, Android users could only log meetings.
Use Case
Meetings are a crucial part of many sales reps’ workflows. Often, meetings are arranged as an outcome of a phone call or an in-person visit. Now that reps can easily create meetings through the HubSpot app, the meeting information will be readily available to everyone on the team. Additionally, it can power reporting, rather than staying siloed in their private calendar, outside of HubSpot. Thanks to edit support, reps can update the outcome of a Scheduled Meeting immediately after completing it, right through the Android app.
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.
Use Case
Building a custom equation for calculated properties now has a new look to make building equations even easier by using our new formula editor.
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.
Use Case
We allow you to create properties within the import flow for those moments where you simply forgot to build out a property. Maybe you're uploading a list of leads you collected from a recent trade show, and you asked them a question about "product of interest" that isn't yet captured in the CRM. With smart property creation, we'll autofill a lot of the information that you previously would have had to manually enter on your own. Property name, property type, property group, and more will be autofilled so you can simply review, and get back to importing your data.
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.
Use Case
Now, you can receive alerts about new emails, WhatsApp messages, and form submissions that enter your Inbox.
In addition, you can now select the Inbox channel types syncing to your connected Slack channel. With a more holistic and customizable integration between Slack and HubSpot Inbox, you can connect with customers seamlessly and stay on top of conversations.
