This month’s update release by HubSpot delivers a few awesome features: From WhatsApp module to Goals-based Workflows, HubSpot continues to strengthen their platform and provide excellent customer management capabilities.
After thoroughly reviewing the entire report, we present to you what we consider to be the most valuable tweaks.
Let’s dive in:
A Workspace for Prospecting
HubSpot is building a dedicated prospecting workspace for sales reps that will upgrade their whole experience..
Use Case
Using this workspace, reps will be able to organize their day efficiently, stay on top of their daily activities, identify new or urgent tasks, and tie everything they do to their long-term goals. Consequently, sales reps who prospect in HubSpot will feel confident that they can consistently generate enough opportunities to reach and exceed their targets.
WhatsApp Module
By adding a WhatsApp link to their page, marketers and content creators can make it easy for their customers to get in touch.
Use Case
The module allows marketers and content creators to communicate through WhatsApp and start conversations without digging through a lot of documentation.
*Also available to Service Hub Pro+ customers
Instagram @mentions Available in Social Monitoring
HubSpot has now added the ability to manage Instagram @mentions from within “Monitor Streams” in Social.
Use Case
Conversations with followers can lead to deeper relationships, new customers & revenue growth, and resolving negative feedback in a timely manner.
Content Approvals
Allows marketers to request permission before publishing a landing page, a blog post, or a website.
Use Case
Without the need to go back and forth between multiple external platforms, you can collaborate with other stakeholders in one place.
Goals-based Workflows
Workflow apps now support Goals-based workflows, allowing you to operationalize your goals. Several actions can be triggered by using already existing goals to set up workflows.
Use Case
- To motivate and/or nudge users and teams, set up more robust notifications based on Goals status.
- Encourage cross-team communication when one team's performance impacts the performance of another.
- Drive business decisions based on goal progress and optimize overall business metrics.
Selective Email Threading in Sequences
Within the same sequence, HubSpot now allows you to choose between threaded and non-threaded email steps.
Use Case
There are times when threading makes sense in 1:1 automation, such as "sending you a quick follow-up" since you haven't responded yet. However, the third or fourth email in an unengaged thread may not be as effective.
A new email thread lets you change the subject line and approach of the email without having to manually start a new sequence.
Dashboard Sharing for Non-HubSpot Users
It was not possible to share a HubSpot dashboard directly with a non-HubSpot user until now. HubSpot dashboards can now be shared via email with non-HubSpot users in Public Beta.
Use Case
Rather than using data exports to share HubSpot dashboards with non-HubSpot users, you can send dashboards via email directly to your stakeholders.
Email Health Redesign
Redesigned Health Tab UI offers an easy-to-digest, understandable, and actionable overview of email performance.
- Better health scoring: Moved to a 10-pointer scale
- More granular health states (5) beyond the current ones (3)
- A time series and a tabular view of health score and email volume
- An enriched FAQs section
Use Case
Provide a platform for displaying email performance in more advanced ways.
Sort Report Data by Property Label in the Custom Report Builder
Your data can now be sorted by the property label, allowing you to re-sort your report alphabetically.
Use Case
With the addition of "Label" for sorting, you can now ensure that the property label is used for sorting rather than the property value.
Visualize Multiple Measures From the Same Report in the Custom Report Builder
XY charts now allow you to visualize multiple metrics from one chart.
Use Case
You can add up to ten metrics to the same report when reporting on measures broken down by the same dimension. Previously, you would have had to build dozens of reports using the same data to compare them. Now, you can do that from a single visualization, making the custom reports you build even more efficient.
Workflows Custom Views and Subfolders
Organizing, finding, and managing workflows is easier with custom workflow views and folders within folders.
Use Case
The workflow custom views and subfolders allow customers to filter and group workflows, or create a folder hierarchy that matches their automation strategy.
NetSuite/Dynamics 365 Integrations Sync Card
Do you need extra assurance that your integration is syncing with the correct record? Both NetSuite and Dynamics 365 sync status and linked records can now be viewed directly from the contact record. HubSpot supports this feature for contact, company, deal, and invoice records.
Use Case
Your data is more accurate if you see sync status directly linked to HubSpot records.
- Is this record syncing?
- When was this record last synced?
- What NetSuite record does this HubSpot record sync with?
