HubSpot Product Updates - September Edition

It’s time for your monthly set of updates from HubSpot CRM!?

Marketing, Sales, Service, CRM Platform, Content, Commerce - all hubs have had their features upgraded and enhanced in more ways than one. HubSpot continues to evolve and they’re doing so based on product reviews and user feedback . There are many such examples and we have prepared this full breakdown for you to examine, so let’s get started!

Allbound Timeline Card on Record Pages

With the new allbound timeline, you can easily see what has happened on the record with a calendar visualization . The time-saving feature emphasizes the importance of efficiently analyzing timeline data for prospecting and managing established accounts, with extensive timeline entries. Managers will find value in this upgrade as it enables them to asses sales reps performance and pinpoint areas for potential improvement.

Copy automated marketing emails from one HubSpot account to another

It is now possible to copy Automated Marketing Emails from one HubSpot Enterprise account to another, simplifying management across multiple accounts.

Use case

Now you can easily copy assets between HubSpot accounts rather than recreating them from scratch if you have multiple accounts. This reduces friction and saves valuable time when managing several accounts.

New order - and cart-based workflow templates available

In the workflow template library, there are now three new workflow templates based on orders and carts: Ecommerce Welcome Workflow, Abandoned Cart Workflow, and Re-engagement Workflow.

Use Case

To provide seamless customer experiences to your ecommerce customers, you can now set up workflows using HubSpot's orders and carts objects.

Activity tab in Campaigns

With the new "Activity" tab in the marketing campaigns tool, you can see a timeline of all changes to your campaign. For accurate tracking, this feature provides a clear, chronological list of edits and updates, with options to view authors and filter by activity type.

Use Case

HubSpot's limited visibility into updates and their authors makes tracking recent changes difficult as marketing teams collaborate more. With this update, marketers can see who made changes and what was updated, providing a clearer picture of team activities and workloads.

Lead Scoring

Lead Scoring allows you to identify and prioritize your most promising leads at scale by building scores. In addition to offering a flexible and powerful scoring solution, it allows your Marketing and Sales teams to identify which leads deserve more attention.

Use Case

A company's ability to qualify and prioritize leads effectively is crucial as conversion rates decline and sales cycles lengthen. Lead scoring solutions can help you and your sales team focus on high-potential leads, improve conversion rates, and optimize resources.

Understand your Lead Score Performance

Using a blend of manual scoring and advanced AI recommendations, Lead Scoring helps you quickly identify and prioritize your best leads. A built-in score reporting feature lets you monitor your scoring strategy's performance by analyzing past behavior, campaign interactions, and demographic data.

Use Case

Creating your score is only the first step; making sure it identifies valuable leads is the second. You can now view insights into how your contacts are being scored and understand your score distribution thanks to built-in score reporting. In this way, you will be able to gain a better understanding of how the score is performing and fine-tune it as necessary.

Multi-Step Forms

Using Multi-Step Forms, you can break long forms down into manageable parts that provide visitors with a sense of accomplishment and motivate them to complete the form.

Use Case

Visitors are more likely to fill out shorter segments of a form than a long, intimidating single page. Your conversion rates can be significantly improved with this incremental approach!

Use Podcast Transcripts to Suggest Titles, Descriptions & Artwork

Using the Apple-compatible VTT format, Podcast Transcript Generation generates transcripts for both AI-generated audio and uploaded audio. In addition to freeing up time, AI streamlines the transcription process, which was previously time-consuming.?

Use Case

Transcribing podcast episodes manually takes a lot of time, but AI can now do it for you. Using AI, you can quickly transcribe episodes, generate title suggestions, write episode descriptions, and get prompt artwork guidance, so you can focus on creating great content .

Meeting Assistant

Powered by artificial intelligence, the Prospecting Workspace's Meeting Assistant helps you prepare for meetings and follow-up more efficiently.

Use Case

Preparation for meetings is crucial, but it can feel overwhelming at times. With HubSpot Meeting Assistant, reps can prepare for conversations and streamline follow-up with CRM and pipeline data, making preparation and post-meeting tasks easier to manage.

Generic Webhook Subscriptions

There are now more CRM object types available for webhook subscriptions, which use a generic "object.*" format. It is possible to use both the old and the new formats during the transition, if you have updated your endpoints to the new format or created new ones.

Use Case

Developers can now subscribe to webhooks for a wider range of CRM object types, including Cart, Commerce payment, Contact, Deal, and more. This update simplifies integrating various objects by transitioning to a generic "object.*" format.

Pipeline Rules for Custom Objects

With this new update you can set and manage guardrails for your Custom Object Pipelines . This ability allows you to get more accurate data to glean the insights you need to make informed decisions for your business.

Use Case

Set and manage guardrails for your Custom Object pipelines to get more accurate data for making informed business decisions.

CRM & Live Validation on Forms

HubSpot Forms now offers validation rules for custom text and number properties .

Use Case

Keeping your HubSpot data consistent and accurate is now possible with custom text and number properties. When visitors fill out forms, they receive real-time feedback, allowing them to correct issues immediately.

CRM Data Backup

CRM Data Backup provides an important mechanism for protecting your data. A manual export of all contacts, companies, deals, tickets, custom objects, products , calls, tasks, and conversations is now possible.

Use Case

Previously, you could export objects individually, but a full data backup option was not available. You can easily restore your data if integrations or automations cause unwanted changes with regular backups. This ensures business continuity and peace of mind.

A backup can be created every 24 hours on the Enterprise tier, and a backup can be created every week on the other tiers.

List Filters History

You can now compare current and previous versions of lists to see how filter changes affect list size, and you can restore or clone previous versions of lists .

Use Case

It was difficult for teams and admins managing critical lists with unexpected membership changes to track specific changes to a list's criteria previously. For better control and accuracy, you can now see exactly what changes were made and restore or clone previous list versions.

Dynamic Example Files in Import

As part of the import process, you can now download an example file that includes the necessary properties based on the objects you are importing.

Use Case

Record import into the CRM involves many specific requirements for each object, making it difficult to keep track of all necessary properties and column headers. Dynamic example files deliver tailored examples for your specific import, ensuring you receive the exact headers you need.

Share Contact, Company, Deal, Tickets, and Custom Object Records

Admins can now grant access to specific Contacts, Companies, Deals, Tickets, and Custom Objects to users and teams. It is possible to share records directly from the object index page, individual record pages, workflows, or via API .

Use Case

The current access controls like User Permissions, Teams, and Custom User Properties manage CRM Record access, but we've heard that they can be restrictive. As a result, we're adding more customizable sharing options, allowing precise control over who can access and manage CRM records.

Sales Hub Everywhere with the HubSpot Sales Chrome Extension

Now, sales teams can use HubSpot Sales Chrome extension and ChatSpot from anywhere. While ChatSpot provides additional insights into companies and contacts, you can research prospects, enroll contacts in sequences, send emails, make calls, and view CRM records.

Use Case

Salespeople need to start contextual conversations efficiently and at scale to build pipeline and drive revenue . With the enhanced HubSpot Sales Chrome extension, you can research prospects and use Sales Hub's engagement tools directly from their websites, eliminating the need to switch windows.