From marketing email analytics to AI-Powered Duplicate Checks, HubSpot continues to polish its innovative platform for CRM and marketing automation.
This post is a concise summary of the most helpful and relevant updates HubSpot has delivered this month. At the bottom of this page you’ll find a link to the full report. Enjoy!
With Content Assistant in Public Beta, all hubs and tiers are now accessible without waiting! Take a look at the video below to find out what new features HubSpot has added to the August edition of Content Assistant:
HubSpot's new CTAs tool is becoming the primary app under the CTAs nav item for all customers.
Use Case
HubSpots' new, reimagined CTAs offer more flexibility to create engaging, higher-converting assets with more robust and consistent tracking. CTAs can now be created for all your needs without the help of a developer or designer. By dragging and dropping, you can ensure your CTAs are engaging and consistent with the rest of your website. Unlike the Legacy CTAs app, the new CTAs let you create not only simple buttons but also embeddable banners that include image, text or form (previously this was only achievable by uploading a screenshot of a banner).
The coaching playlist feature makes it easy to onboard and upskill reps at scale by saving call recordings to playlists.
Use Case
Playlists make it easy to share exemplary hall-of-fame calls from seasoned reps with specific reps or the whole team to improve their soft skills and adopt successful selling tactics. It's easier, faster, and more scalable to onboard and coach reps with Coaching Playlists.
HubSpot is introducing two updates to sequences reports: Step-level analytics and meeting rate reporting.
You can analyze every step in your sequence with step-level analytics to learn how reps are executing the steps and converting them into meetings. With the new meeting rate report, the logic used to associate meetings booked is updated to reflect meetings influenced by sequences more accurately.
Use Case
Optimize your sequences for maximum effectiveness by gaining comprehensive insights on all steps, including meetings, calls, LinkedIn outreach, and tasks, empowering you to make data-driven improvements and achieve better results than ever before.
Workflow views can be created by users and teams to organize workflows within folders, making them easier to find, organize, and manage.
Use Case
The workflow custom views and subfolders enable customers to filter and group workflows, or create a folder hierarchy that matches their automation strategy.
*available to all Workflow users with Pro+ plans
When building your automation, you can now copy actions from one workflow and paste them into another.
Use Case
With the ability to copy and paste actions across workflows, customers are now able to easily and efficiently create workflows, reducing the chance of human error and saving them time.
* Available to all Workflow users with Pro+ plans
A new data source in the custom report builder provides access to email performance metrics, such as open rate and click-through rate, alongside the full power of CRM reporting.
Use Case
The new data source in the custom report builder allows you to tie your marketing email successes and failures directly to your CRM data, allowing you to break down your analysis in endless ways.
Using HubSpot, you can now track LinkedIn carousel ads. If a contact clicks on your LinkedIn carousel ad, an ad interaction will appear in the contact record, allowing you to create specific follow-up emails. It also enables you to see full ROI reporting if that contact goes on to have a deal.
Use Case
You can now view all the great reporting for your other tracked Linkedin ads (Cost Per Lead, Number of Contacts, etc) and can create lists, emails, workflows, etc. based on ad interactions.
Spam submissions that contain URLs in name fields are automatically identified as spam and listed in a new "Spam Submissions" area for review and/or action.
Use Case
The best part of this feature is that it eliminates the additional manual work involved in reviewing and deleting spam submissions. Spam submissions will be automatically deleted after 90 days from the date of submission. In spite of this, HubSpot still allows users to review and take actions manually on their data, as the users should be the final decision makers.
The manage duplicates tool scans for new duplicate contacts and companies every day and shows potential matches for merging.
Use Case
Ensure your contacts and companies are accurate, complete, and up-to-date.
New HubSpot embeds are now available for HubSpot's Salesforce integration, giving users a more comprehensive view of their data. Using the new embed, users can access timeline insights, contact and company insights, property history, and more. In addition to existing automation and target accounts capabilities, this feature can now be added to various types of Salesforce records, including leads, contacts, accounts, and opportunities.
Use Case
Sales teams can access all the power and insights of HubSpot’s records timeline, association, and the ability to trigger automation, all from within Salesforce.
70+ new integrations–including a new Asana integration which seamlessly creates tasks based on HubSpot deals and more–recently joined HubSpot’s App Marketplace. Additionally, 15+ integrations were recently updated with new features.
Use Case
Currently, HubSpot's App Marketplace has 1,250+ integrations, with new integrations being added every day and existing integrations being improved. With HubSpot's updated integrations, you can grow your business more effectively.
Read the full report here.