HubSpot Product Update

Hi,

Welcome to our HubSpot Product Spotlight for April! In this newsletter, we’ll explore some of our team's favourite HubSpot updates from the last month.

Ready? Let’s dive in! ??

1. Sync Property Type

What is it?

Sync Properties are a new property type that copy a property value across objects. This feature eliminates the need for manual entry or workflows to keep two properties in sync across objects. This makes it even easier for customers to have the data they need, when they need it, where they need it. Watch this demo to see it in action!

Why does it matter?

Imagine a sales rep working with a customer (Contact) and needing information about the customer's company. How many employees does it have? Where are the offices located? Do they have open high-risk support issues? Previously, reps would have to navigate from the Contact to the Company - sounds easy but do it 30-60 times a day. It leads to frustrating feedback about CRM "clickiness".

As a workaround, admins duplicate their property data, manually keeping the data in sync or creating workflows to copy property values from one object to another. This is costly to set up and maintain.

Sync Properties mean admins can say goodbye to painful and time-consuming workarounds. This feature eliminates those cross-object data silos and ensures that your data is consistently updated and aligned across objects.

2. AI Workflow Builder (OMG!??)

What is it?

Building a workflow can be a technical, time-consuming task. Since automation requires an upfront investment of time, it can be a barrier to automating in the first place, even when you know there will be efficiency gains on the other end.

Why does it matter?

With AI Assistant in workflows, we bring even more time-savings and efficiency to automation, allowing front office teams to automate and streamline processes in a couple of clicks while maintaining full control over the outcome. AI Assistant also decreases the learning curve and helps you build those automated processes that you have considered, but may not know how to configure from scratch.

Example action prompts AI Assistant can help with:

• Wait 7 days, then send the "Welcome" email to the customer. Then, send a Slack notification to the account manager.
• Set marketing contact status to non-marketing contact and remove from "Leads" list
• Send an in-app notification with subject: "A new meeting has been booked" and create a task for the deal owner called "Prepare for meeting" due in 3 business days

3. AI Chatbot

What is it?

We are excited to introduce an AI Chatbot for Live Chat, designed to provide our customers' websites with a seamless GPT-powered chat experience.

Why does it matter?

Through an AI Chatbot, businesses can now deliver personalised responses to their visitors within minutes. No longer will you need to dedicate hours to crafting and refining rules-based bots. With AI Chatbots handling repetitive tasks seamlessly, you will be able to free up time for your front-office teams to prioritise revenue-generating activities. Rest assured with built-in guardrails, that your AI will respond when it's confident and transfer to a team member when it's not.

What's new?

Click here to watch our recent webinar "Everything You Need to Know About HubSpot's Content Hub".

Something on your mind? Whether it's HubSpot or inbound related, we will be happy to talk to your about anything you need to reach your growth goals. Click here to get in touch with our experts today!