November Intermediate Updates from HubSpot

HubSpot continues to roll out updates and initiatives even between our regular updates. On par with HubSpot's monthly updates for both users and partners, we usually keep our readers updated once a  month.

However, the leading CRM software has a number of fascinating updates that cannot wait for the scheduled release. Our dedicated team has gathered the essentials for you in this post, so let's jump right to it.

Extend your HubSpot account with AI-powered apps

In HubSpot's ongoing effort to showcase collaboration between Solutions Partners and App Partners, they have a webinar coming up featuring two partners who specialize in 6sense and CallRail integrations, New Breed and Senior Living SMART. Senior Living SMART and New Breed will share how 6sense and CallRail can be integrated with HubSpot's CRM to drive more leads and sales. Visit this landing page for more information.  

Inbound 2024

The annual Inbound convention by HubSpot takes place on Sep. 18-20 at the Boston Convention & Exhibition Center, and it's the perfect place for careers to take off, businesses to scale, and communities to thrive. Tickets are on sale here.

HubSpot will start sending out Partner codes at the end of January. 4 VIP tickets for Elite partners and 2 VIP tickets for Diamond will be sent out. 1 free general admission will be given to a Platinum partner. No monthly uptier codes will be given, as the status of the partner after January 15th is where they stand. No additional tickets will be given if they tier up.

Improving client access management with partner admin

In the past, partners relied on clients to log into their accounts and add partners with the correct permissions. With this new update, partner admins have easy access to client accounts via a unique access link and can easily manage access for the rest of their teams.

In addition, Partner Admins are automatically granted access to paid sales and service hub functionality without requiring a seat. Learn more in this link.

Preparing customers for new email requirements for Google and Yahoo

In February 2024, Google and Yahoo will implement new email sender requirements, and anyone who does not meet these requirements will either be blocked or sent to spam. In order to meet those requirements, our customers will likely need to act in HubSpot.

It would be helpful if you reviewed this post to assist your customers in meeting these requirements.

Product Updates

This month's new features are listed below. Some features will only be available at certain tier levels:

Multi-Hub

• - When importing site pages into HubSpot, users can also import their website navigation.
• - Expanding Global Search on Mobile
• - HubSpot now checks if the user who is @-mentioned in a comment has permission to view the asset being commented on before @-mentioning them
• - Custom Report Builder now supports currency and percentage number formatting
• - You can find your missed and dismissed notifications in the new mobile notification center.
• - Centralized Audit Log now displays changes to Pipeline Settings
• - AI Assistant: AI Blog Post Generator
• - Custom Properties and a Description field for Lists
• - Quickly add records to a new list from Index pages
• - 'Use In' Lists Quick Actions
• - An undo/redo button on workflows
• - The centralized audit log page now allows customers to comment.

Marketing Hub

• - A new layout for the Campaign details page
• - IG photo & video tags for social publishing
• - Social Publishing: Linkedin Personal Profile Mentions
• - Associate Emails to Business Units

Sales Hub

• - Conference call flow for HubSpot Calling
• - Recommended Enablement CRM Card
• - Call Analytics

Service Hub

• - New workflow templates for the Service Hub

Operations Hub

• - Anomaly Monitoring on Property Updates
• - Webhook Triggers in Workflows

Integrations/API

• - Facebook CAPI for Forms Update
• - HubSpot is implementing a daily record enrollment limit of up to 100,000 records per app test account, per day. Workflows in app test accounts (also known as developer test accounts).
• - The number of records users could enroll in an app test account was unlimited before this change.
• - From within a Zoom meeting, you can connect directly to HubSpot.

• - Inbox channels for email, WhatsApp, and forms are supported in Slack integration.