HubSpot's Monthly Product Update - November Edition

Your monthly anticipated HubSpot product update has finally arrived! We are always amazed at HubSpot's pace when it comes to fixing, upgrading, and improving their already amazing products.

There is a lot to unpack in this month's release. A number of cool features were added to the Marketing Hub this time, such as the ability to add sequences to campaigns. You can analyze both sales and marketing data together with this tool, allowing your team to make real-time adjustments to strategies. There was also a lot of work done on HubSpot's Service Hub - for example, Ticket splitting in Help Desk.

Here is a complete breakdown of HubSpot's November product updates!?

URL Personalisation Token Support in Email

By using URL Personalisation Token Support in Marketing Email, you can easily insert personalised tokens into buttons and images, improving email relevance.

Use Case

You need effective scoring if you want to identify your best leads, whether they're ready for a sales call or need nurturing. With Lead Scoring, you can identify the most likely leads to convert into customers with AI and unified data.

Custom Maximum Score - Lead Scoring

It is important for marketers to score their leads based on how they interact with marketing content and how well they fit the ideal customer profile. Lead scores were previously limited to 100 points. Thanks to the custom max score feature, you can now set your own maximum score up to 500, tailored to your specific business needs. Set your own custom score caps, allowing you to maintain your current qualification thresholds and better align your scoring models with your business needs.

Progress bar in the new Forms tool

By visually displaying users' progress through a form, the progress bar enhances their experience and encourages them to complete it.

Use case

As your website visitors fill out a lengthy form, the progress bar updates in real time, letting them know how much they’ve completed and how much remains. They will be more likely to complete the form if they receive clear feedback that keeps them engaged and motivated.

Add Sequences to Campaigns

Sequences can now be included in your campaigns, enabling better collaboration between marketing and sales. You can easily integrate sales outreach with marketing campaigns when launching a new campaign.

By integrating sales and marketing data, your team is able to pivot strategies in real-time and maximize campaign effectiveness.

Simplify how contacts re-subscribe via form

By submitting a relevant form, previously unsubscribed users can easily opt back into marketing emails.

Use Case

If a former subscriber fills out a form for a newsletter, they are automatically added back to the mailing list. With this seamless process, businesses can easily re-engage contacts, enhancing the effectiveness of email marketing.

Saving Line Items to the Product Library

For better product management, customers can save line items from Deals, Quotes, Invoices, Subscriptions, and Payment Links to the Product Library.

Use Case

When creating a quote, you can easily save specific line items to the Product Library, making them readily available in the future. In addition to saving time, this seamless integration maximizes consistency and efficiency of your product and service management.

Skill-based Ticket Routing for Live Chat

By skill-based ticket routing, you can quickly match incoming customer inquiries with the best agent for the job, ensuring an efficient resolution of the issue.?

Use Case

Admins can now route live chats according to ticket properties, making it easier for customers to connect with the right agent. Keeping routing rules consistent even as your workforce changes is easy when you focus on skills.

Please note that this feature is only available with Help Desk. A Service Hub paid seat is required for skill-based assignment for target teams and/or users. Without a service seat, users will not be considered for the routable pool of agents, regardless of their skills and availability.

Advanced filters and Saved Pipeline Views in the Customer Success Workspace

Create custom views on the pipelines tab of the Customer Success (CS) workspace, along with utilizing advanced filters throughout the workspace.?

Use Case

Your team can easily prioritize the most critical objects in the pipeline tab by setting custom views and applying advanced filters. Having quick access to the data that matters most improves efficiency and aligns your team's focus with your strategic objectives.

Connect HubSpot tickets to Microsoft Teams and sync replies

You can now integrate HubSpot's help desk tool with Microsoft Teams, enabling your team to collaboratively resolve tickets more effectively.?

Use Case

This integration enhances your support team's workflow by ensuring real-time collaboration in Microsoft Teams, where many discussions take place. By automatically sending ticket notifications to designated channels and allowing threaded replies to sync with HubSpot, your team can resolve issues faster and provide better customer service, all while staying connected in a familiar environment.

Conditional SLA Rules

In Help Desk, you can now create conditional SLAs for new tickets from connected channels, tailoring response times based on ticket properties and associated objects.?

Use Case

B2B businesses can set specific SLAs for customers who need faster responses, ensuring support agents prioritize urgent tickets effectively. By optimizing your team's efficiency and maintaining high service standards, you can meet customer needs.

Please note that conditional SLAs apply only to tickets created by Help desk-connected channels. The conditional SLA only applies at ticket creation and does not update after ticket creation if the ticket or its associated properties are updated. Tickets with SLAs will only be visible to users with a service seat.

Ticket Splitting in Help Desk

Splitting tickets in Service Hub makes it easier to manage reopened support tickets and inquiries about multiple topics.

A customer may email you with a new question after their previous ticket was closed, so you can create a new ticket for them. It keeps your support organized and allows you to address each issue clearly, improving both your efficiency and the customer's experience.

Content Personalization API

Content Personalization API enables web developers to access user-specific data, such as name, user agent, IP address, location, and CRM attributes.?

Use Case

Using the Content Personalization API, your development team can create tailored web experiences that engage users, such as greeting them by name or showing relevant content based on their lifecycle stage. Using this API, you can increase personalization while maintaining fast page load speeds, boosting conversion rates and reducing bounce rates.

Use workflows to register contacts for Microsoft Teams webinars

With automated workflows that respond to specific conditions, HubSpot contacts can easily join Microsoft Teams webinars.

Use Case

You can automatically enroll contacts who have expressed interest in related content through HubSpot forms if you're hosting a webinar. You can maximize your webinar's impact by ensuring that your audience is relevant and engaged.

Restore from Data Backup

The process of restoring data manually can be time-consuming and error-prone. With Restore from Data Backup, data can be restored to a previous state seamlessly. This feature allows you to restore updated property values from a previous backup without having to re-import a file. Having a seamless restore experience allows you to recover quickly from catastrophes without having to re-import files.

Stay Engaged with HubSpot Academy Picture-in-Picture

The new Picture-in-Picture (PiP) functionality allows you to watch Academy content—like courses and tutorials—in a small, resizable window that stays on top while you navigate HubSpot.

Use Case

The PiP mode keeps the instructional video visible while you work on your tasks, allowing you to follow along without losing focus. In addition to enhancing your productivity, this streamlined approach allows you to master HubSpot features in real-time and adapt them to your workflow in real time.

Enhanced support for Datetime Properties in Workflows, Sequences, and Snippets

You can now include both date and time in custom datetime properties when personalizing workflows, sequences, or snippets.

Use Case

When sending appointment confirmations, you can use the datetime token to provide recipients with the exact date and time of their meeting. Similarly, when creating snippets, you can reference specific meeting details, ensuring your communication is clear and precise.

Learn with HubSpot Academy in Copilot

Need a quick guidance on setting up a marketing automation workflow? With the new "Learn with HubSpot Academy" prompt, Copilot by Breeze AI connects you with a vast catalog of HubSpot Academy videos tailored to your learning needs.

Using this prompt, you receive instant video recommendations that assist you in completing your tasks efficiently.