HubSpot’s Product Update - October Edition

Another month, another HubSpot product update!

On the heels of their 2024 Inbound Annual conference, HubSpot announced numerous exciting changes to their CRM platform. While Breeze, their brand new AI cross-hub tool, was clearly the focus of this year's conference, it was certainly not the only topic.

Keep reading to learn how HubSpot CRM improved their capabilities in the month of October!

AI assisted Lead Scoring (fit scores)

Using AI assisted fit scoring, you can identify your most promising leads even more accurately by combining your unified data with AI.

Use Case

If you want to identify your most promising leads, whether they're ready for a sales call or need nurturing, you need effective scoring. A new Lead Scoring app, powered by AI and unified data, helps you identify the leads most likely to convert into customers.

Lead Scoring - Contact lead score CRM card and score history

Marketers and salespeople can now see a contact's lead score and its history directly on the contact record, including recent activities that contributed to the score.

Utilizing this detailed overview, you can effectively communicate valuable leads between Marketing and Sales, ensuring both understand the scoring strategy. When you see that a contact recently downloaded a case study that boosted their score, you can personalize your outreach by referencing that action.

Hidden Fields in the New Forms Editor

By using hidden form fields, you can automatically pass values into properties without requiring contacts to fill them out.

A hidden field can be used to streamline your process with accurate tracking when a contact submits a "Request a Quote" form. Both data management and user experience have been improved.

AI suggested tasks from comments

Powered by AI, HubSpot now generates tasks directly from comment threads, making it easier to track action items and follow up on collaborative projects. In busy comment threads, this feature streamlines the process of managing tasks.

Use Case

By converting comments into actionable tasks with dedicated assignees and due dates, you can ensure that nothing is overlooked. You will gain better visibility into your team's activities as well as be able to stay organized and on top of your marketing efforts, resulting in a higher level of productivity.

AI-assisted Insights for Reports

With AI-assisted insights for Reports, you can spend less time interpreting and more time taking action by spending less time interpreting and more time taking action. With AI Insights for Reports, you can get concise summaries and key takeaways for your report in a single click.

Use Case

The ability to interpret reports quickly has become more important than ever in today's data-driven world. HubSpot AI helps you make informed decisions by analyzing your report's configuration and data.

ChatSpot in the Marketing Email Editor

A new ChatSpot feature, Collaborate mode, allows you to generate and edit text using artificial intelligence through conversational interactions, replacing the previous slash and highlight commands. By doing so, you can create content directly within the app in a more personalized and flexible way.

Use Case

By using collaborate mode, you can create and refine marketing email text quickly without switching to external tools. As a result of this streamlined process, you will be able to create tailored content that meets your specific needs more efficiently.

Workflow Enrollment Anomalies Identified by HubSpot AI

HubSpot now detects unusual changes in workflow enrollment rates automatically, so you'll be notified when these rates fluctuate for specific workflows. By implementing this feature, monitoring will be streamlined and responsiveness will be enhanced.

Use Case

AI-powered notifications keep you informed about significant dips or spikes in enrollment rates without manual calculations. The proactive approach ensures quick action on potential workflow issues, optimizing their effectiveness and enhancing overall business performance.

Usability improvements for Tracking URL Builder

The Tracking URL Builder has been updated to enhance its responsiveness, to default to HTTPS, and to handle errors more effectively. For easier management, tracking URLs are now included in the "Add Assets" experience, and visible in the "Assets" tab.

Use Case

Using these enhancements, you can create and manage tracking URLs more efficiently, ensuring your links are properly formatted and secure. As a result, you can easily track performance across channels, helping you make data-driven decisions and optimize your campaigns.

AI powered Gibberish Spam Detection in form submissions

An AI-powered gibberish detection system identifies incoming form submissions with gibberish data in the contact's first name, last name, and message.

Use Case

Marketers hate spam form submissions. A common type of spam is junk data entered into form fields that have no meaning. The junk form submissions not only pollute CRM data, but also create a lot of overhead for already stretched marketing departments.

Marketing Analytics Suite in Public Beta

Market Analytics Suite is HubSpot's first dedicated solution to centralize key marketing metrics and reports in one place.

Use Case

By combining insights from different channels-such as ads, lead capture, and web traffic-this suite makes it easier for you to evaluate performance and identify what's working. Using a consistent interface and customizable reporting options, you can navigate through data and integrate insights into dashboards for a comprehensive view of your marketing performance.

Case studies content type

You can showcase client success stories using our new case studies content type, making it easier to manage drafts and published studies. With a WYSIWYG editor, you can create visually appealing case studies and build a library of case studies that can be filtered by industry.

Use Case

Marketers can quickly create and publish impactful case studies to enhance their websites, aiding in the capture of leads and closing sales. The process of creating drafts is streamlined with AI support, which simplifies the process of combining notes and transcripts.

Use multiple AI voices in a podcast episode

Using the podcast editor, you can now assign unique AI voices to different sections, making listening more engaging and dynamic.

Use Case

Using this feature, you can create conversational podcasts or narrations with multiple hosts, enhancing the storytelling experience. It is possible to keep your audience engaged and make your content stand out by using distinct voices.

Introducing the Sales Workspace (Sales Hub)

From a single platform, you can manage pipeline generation and deal closure from the prospecting workspace.

Eliminate switching between tools by seamless prioritizing and executing essential tasks for both pipeline generation and deal closing.?

Multiple Lead Pipelines

Using multiple lead pipelines in HubSpot allows you to represent different lead qualification processes. With this enhancement, you can manage lead qualification more efficiently without compromising the quality of your data.

Use Case

You can create separate pipelines if your organization has different qualification workflows for different types of leads. Each lead is tracked and managed according to its specific journey, resulting in greater efficiency and clarity.

Pipeline Rules for Leads

With the public beta, you now have the ability to set and manage lead pipeline rules, enhancing your control and ensuring data integrity.

Use Case

With these pipeline rules, you can streamline your lead management process and maintain accurate reporting, ensuring your team follows the right workflow. By doing so, you will be able to protect the integrity of your data and optimize your lead conversion efforts.

Leads Summary Public Beta

Leads Summary is designed for admins to view and manage lead data at scale while gaining valuable insight into lead performance through embedded funnel reporting.?

Use Case

In one centralized location, you can easily assess the health of your lead pipeline, identify trends, and make data-driven decisions to optimize your strategies. In turn, you will be able to manage leads more efficiently and track sales performance more effectively, allowing you to drive growth more efficiently.

Mobile Sales Home

In the HubSpot mobile app, we're introducing a revamped Sales Home, designed to serve as the central hub for sales reps and managers. The tailored homepage addresses the specific needs of each user based on their role, allowing them to generate pipeline and close deals more effectively.

Use Case

Using mobile devices, sales reps can seamlessly continue their work, prioritize tasks, and engage with customers more effectively. We enhance productivity and empower teams to consistently return to Sales Home by providing the right insights at the right time.

Company Health Score Builder

With the Company Health Score tool, you can weight properties and activities related to your contacts, resulting in a comprehensive score. For easy reference, the score will be displayed directly on the company record.

Use Case

Customer success teams strive to uncover trends and opportunities in their customer base, but often struggle to utilize engagement data effectively. Identifying high-value customers and potential churn risks can be accomplished quickly and efficiently by automating the aggregation and evaluation of your data.

Skill-based ticket routing for Live Chat

A skill-based ticket routing system ensures efficient issue resolution by matching incoming customer inquiries with the most suitable agent.

Use Case

Live chats can now be routed based on ticket properties, allowing admins to connect customers with the right agent more quickly. Keeping routing rules consistent even when your workforce changes can be achieved by focusing on skills.

Note: This feature is only available with Help Desk. The target teams and/or users must have a paid Service Hub seat to participate in skill-based assignment. Users without service seats will not be considered in the routable pool of agents even if they have the skills and availability.

Manage your Knowledge Base articles approvals on mobile

HubSpot's app now allows you to approve knowledge base articles directly from your mobile device. Both requestors and approvers will benefit from this enhancement, as it streamlines the approval process and makes it more efficient.

Use Case

When you're on the go and need to approve a knowledge base article, you can do so easily with your mobile device. As a result of these capabilities, marketing and service teams can collaborate more effectively on content creation and publication.

Customizable views sidebar

The help desk now lets you customize the views sidebar! In a collapsible "More" section, you can blend default and custom views, rearrange views, and hide undesired views.

Use Case

With this customization, you can streamline your workspace by focusing only on the most relevant views, reducing clutter in fast-paced support environments. Support reps can access critical views quickly while keeping less relevant options out of sight, improving customer service efficiency.

Boost support team efficiency with reply recommendations in Help Desk

Using Reply Recommendations in Help Desk, service reps can respond quickly across all channels (excluding WhatsApp). It is easy for agents to verify and reference their sources when you suggest tailored responses from your knowledge base and provide citations.

Use Case

Support teams are often faced with the challenge of managing multiple inquiries while crafting personalized responses. Reply Recommendations save agents time by ensuring accurate and trustworthy replies, thus improving customer satisfaction.

Transfer inbound calls in Inbox & Help Desk

The ability to transfer inbound calls between users assigned to the same calling channel in Inbox or Help Desk has been added.

Use Case

Improve your call management by seamlessly transferring inbound calls within the same calling channel. The caller can be placed on hold, the rep of your choice can be selected from the list, and the transfer can be initiated. As a result, the new rep can pick up where you left off, ensuring a smooth and efficient customer experience. You can transfer inbound calls only within the same phone number channel, streamlining your support process.

Dynamic Sequences

A dynamic sequence is an automated approach that prioritizes manual tasks only for contacts who engage with your initial outreach, allowing for a more personalized experience. By using this feature, traditional sequencing is transformed from a static to an adaptive model.

Use Case

Automating personalized emails and focusing manual outreach efforts on engaged contacts will ensure that your sales team spends time on prospects who are most likely to convert with dynamic sequences. As a result, your outreach strategy becomes more efficient as well as more effective.

Set default columns for forecasting deal table

For individual reps, you can now customize the default columns in the forecasting deal table to prioritize relevant information.

Use Case

By streamlining your sales team's viewing experience, you can foster more productive 1:1 meetings between reps and managers. You can save time and reduce the need for extensive setup guidance by eliminating clutter and ensuring consistency, allowing your reps to focus on updating deal information effectively.

Undo reject in Duplicate Management Tool

The Duplicate Management Tool now allows you to undo rejections of surfaced duplicate pairs.

Use Case

HubSpot's duplicate management tool identifies and resolves duplicate records in your database, allowing you to reject incorrect suggestions. Using the new feature, you can easily undo mistaken rejections, ensuring your data remains accurate.

Data Quality Demo Mode

HubSpot introduces the Data Quality Demo Mode. With these tools, you can monitor data, manage duplicate data, detect formatting issues, and gain insight into your properties.

Use Case

It can be hard to keep track of all the features available in your HubSpot account. With this interactive walkthrough, you'll learn how to use HubSpot's data quality tools to clean and curate your data quickly and easily.

Workflows conversion reporting

Workflow editors now display aggregate conversion and performance data directly on the diagram of each workflow.

Use Case

You can use these new insights to gain a better understanding of the effectiveness and impact of your workflows. By understanding how your workflows perform, you will be able to optimize your automation strategies and improve your business outcomes.

Merges with Property Control in Duplicate Management Tool

When merging duplicate records, you can now choose which properties will be retained on the final record, giving you unprecedented control.

Use Case

It is possible to select the most relevant properties to retain when merging duplicates, ensuring that critical information is preserved. As a result, your organization will be able to align the merge process with its specific needs and maintain data integrity.

Custom channels API

In HubSpot's Help Desk and Inbox workspaces, developers and partners can integrate any text-based, two-way messaging channel. You can now integrate channels such as LINE, Telegram, WeChat, and more with HubSpot, enhancing your communication capabilities.

Use Case

Providing omni-channel customer service tailored to your customers' preferences is possible by connecting niche or proprietary messaging platforms. Through this integration, your support team is able to manage all communications from a single platform, ensuring a seamless experience and providing a thorough overview of customer interactions.

Developer permission template

Admins can now grant users access to essential developer tools without requiring Super Admin permissions with the new 'Developer' permission template in Starter+ portals.

Use Case

As a result of this update, the process for granting permissions to developers has been streamlined, ensuring they have the tools they need to work efficiently. By applying the 'Developer' template, admins can quickly apply permissions and still have the flexibility to adjust them as needed.

API limit increase & capacity pack changes

HubSpot Pro+ customers' API limits have been increased, improving reliability and scalability. As a result of this update, the daily call limits and burst limits have been increased, allowing for better data integration and performance.

Use Case

Due to HubSpot's expanding ecosystem, many users now require higher data and integration capacities. Through increased API limits, HubSpot enables customers to handle larger volumes of data and more complex integrations, allowing them to fully leverage the platform's features.

95+ new and 35+ updated apps in HubSpot’s App Marketplace

A total of 95 new apps have been added to HubSpot's App Marketplace, including Adobe Express and HeyGen, as well as 35+ apps that have been updated with enhanced features.

Use Case

HubSpot's App Marketplace offers over 1,700 apps to seamlessly integrate new capabilities into your workflows. With these updates, your teams will be able to optimize operations, improve collaboration, and drive growth more efficiently.

Essential apps for marketers

The HubSpot App Marketplace now features a variety of essential marketing apps, including Adobe Express for creating stunning visuals and Amplitude for enriching CRM data with product insights.?

Use Case

Using the HubSpot App Marketplace, you can easily integrate tools like Adobe Express and Amplitude into your marketing workflows. Streamlining content creation and personalization will help your team deliver conversion-driven campaigns.

New PandaDoc CPQ for HubSpot

PandaDoc for HubSpot now includes end-to-end CPQ capabilities, making it easy to create accurate quotes and manage your entire sales cycle from within the app.

Use Case

The switch between HubSpot and PandaDoc previously caused inconsistent quotes, resulting in errors. Using the new integration, you can streamline document creation, eSignatures, and payments all in one place, improving efficiency and accuracy without requiring complex setups or external consultants.

Store highly sensitive data in HubSpot Smart CRM

HubSpot Super Admins can now create custom properties for storing highly sensitive information, like Social Security Numbers and bank account information. For added security, these properties have click-to-decrypt functionality, strict access restrictions, and enhanced encryption.

Use Case

With this capability, organizations can maintain a comprehensive and unified customer profile while safeguarding sensitive data. To provide more personalized and effective customer experiences, sales, marketing, and service teams can access and use this information with the right permissions.

Smart Content for CTAs

With the new CTA editor, you can now create Smart Content variations for CTAs, enabling more personalized experiences.

Use Case

With HubSpot's new CTA editor, you can now create and manage variations of your embedded assets and pop-up CTAs. By customizing your CTAs for categories such as Ad Source, Device Type, and Language, you can fine-tune their relevance.

Unsubscribe links on by default for new portals

All newly created portals will automatically include unsubscribe links in 1:1 emails starting September 4, ensuring compliance and improving email management.

Use Case

Deliverability depends on unsubscribe links in emails, and new portals now include this feature automatically so you meet industry standards from the start. By simplifying your onboarding process, you can avoid potential problems down the road, setting you up for success right away.

Summarize contacts directly from Global Search

A new "Summarize" option appears when you hover over each row of Contacts in Global Search, giving you a quick overview of each record.?

Use Case

When you use the Summarize button, you can quickly assess contact details and make informed outreach decisions, saving you time and improving efficiency. With this streamlined process, you can engage the right contacts quickly, enhancing your productivity.

Associated record labels for Objects in CRM index page filters

While creating filters on the index page, you can select association labels for associated records, providing a clearer understanding of how records are related. With this enhancement, it is possible to filter records more precisely based on specific relationships between them.

Use Case

You are able to avoid errors in data management by clarifying the connections between records. With association labels, you can more effectively analyze and organize information, streamlining your CRM workflow.

Inline editing on Association tables

You can now edit association tables directly within the record pages, allowing you to make changes right within the table itself. By enabling quicker updates to associated records without navigating to multiple pages, this update enhances your workflow.

Use Case

Inline editing allows you to manage all of your associated records in one place, saving time and simplifying record management. CRM's streamlined process helps you stay organized and enhances your overall productivity.

Upcoming changes to AI settings

The "AI" settings page will be introduced to allow you to manage your organization's access to Generative AI features and control the types of data they can use. The new page will replace the existing "AI Assistants" and "ChatSpot" settings.

Use Case

As a result of this updated settings page, you now have greater control over how your organization's data is used by Generative AI, allowing you to tailor its functionality to suit your specific requirements. In addition to simplifying management, HubSpot's AI capabilities can be leveraged more effectively through this streamlining.

Property date tracker

A middle column card displays the progress of date-based properties, providing a clear visual representation.

Use Case

By using this card, you can easily assess progress and determine what actions are needed for activities such as contract renewals. Staying on top of critical deadlines and ensuring timely follow-ups is easier with an overview of start and end dates.

Required association labels for manual record creation

Contact, company, deal, ticket, or custom object forms can now be created with either any label or a specific label (e.g., "primary buyer"). Reps are required to fill out all required information, including labels, before creating new records.

Use Case

Implementing this functionality will enhance data quality and ensure that important association labels are consistently applied during record creation. Your team will be able to maintain accurate and organized data if every deal has an associated contact labeled as "primary buyer."

Recommended product updates

Personalized product updates for your team based on HubSpot usage can now be accessed by you.

Use Case

Over 800 updates have been released in the past year, and this feature helps you identify the most relevant updates that can improve your workflows. Focusing on impactful updates within HubSpot can help you manage change and optimize team performance.

Search & filter duplicate records

Using our new duplicate management tool, you can search and filter duplicates by contact owner, company creation date, and lifecycle stage. As a result of these enhancements, data cleansing is simplified and finding specific records is easier.

Use Case

Duplicate management has been transformed with the new search and filter features, which allow you to quickly focus on the most relevant duplicates. Boosting efficiency and accuracy saves time, improves data quality, and optimizes workflows for better decision-making.

Breeze Intelligence Updates

Data Enrichment

Under settings, you will find a new section called Enrichment. You can configure and control both Contact and Company enrichment settings. Using Smart CRM, you can also manage enrichment actions and credit spend as well as view contact and company attributes on individual records.

• Automatically enrich company and contact records.
• Enhance or re-enrich an existing company or contact manually.
• Enrich company or contact records in bulk.

Use Case

Improve your contact and company records with precise, standardized data your team needs to succeed. Breeze Intelligence offers over 40+ firmographic, demographic, and technological attributes for contacts and companies that are continuously refreshed, so you can keep your CRM at the top of its game.

Intelligence Tab

A new "Intelligence" tab lets you view company enrichment and visit-based data insights directly on the company record.

Use Case

With the intelligence tab, you can quickly and conveniently see the visit activity and data hygiene of any company in your CRM.

Set Target Markets

The number of companies in your target market(s) and the total addressable market, as well as your market penetration rate. To adapt to evolving business strategies, you can edit, clone, save, or delete target markets.

Use Case

Utilize key company attributes like industry, location, number of employees, technologies used by the company, and annual revenue to determine your target markets. Make your search more specific with company keywords.

Company Keywords

Find out what types of companies exist within industries by using company keywords, or search for a specific term or keyword.

Use Case

You can narrow down your search to specific types of companies within industries, such as "Bean Farming" within "Agricultural Products".

Also, company keywords can be used on their own to identify companies that match specific keywords. "B2G", "3D Printing", "Zoos", etc.

Intent Orchestration

Using custom filters in your HubSpot Smart CRM, you can find the companies that matter most to you, regardless of whether they are existing accounts or new prospects.

Use Case

Search for companies that have recently shown interest in your offerings effortlessly by sifting through potential leads. By filtering results by pageviews or traffic sources, you can add promising companies to your CRM and automate follow-up workflows to maximize engagement and conversions.

Automate actions from Buyer Intent

Adding companies identified in buyer intent to HubSpot lists triggers workflows. You can automatically assign high-fit, high-intent accounts you discover to your reps for next steps, and you can create notifications to stay posted on new opportunities.