HubSpot Product Update: December 2023

What is it?

Users can now include columns in their import files for "additional domains" or "additional email addresses." You can also add multiple secondary emails or domains per record by simply separating each value with a semi colon.

Why does it matter?

We have natively supported the ability to add secondary email addresses and company domains for quite some time. This allows users to track things like business emails, and personal emails (for contacts) or primary domains and microsite domains (for companies). The problem is that we've always required users to add these individually on a record by record basis -- leading to a lot of manual data entry for reps.

With bulk import of secondary domains and email addresses, we're enabling users to get their data into HubSpot quickly, and focus on more mission critical tasks.

Export CRM field mappings between HubSpot and Salesforce

What is it?

You can now export a full CSV list of all your CRM field mappings between HubSpot and Salesforce right from the application console.

Why does it matter?

The ability to export a neatly organized list of all CRM field mappings at your fingertips is handy for internal analysis and audit purposes, providing a clear overview of how everything's connected.

U.K. Local Numbers

What is it?

You can easily acquire local phone numbers for the United Kingdom. This feature is part of our continuous efforts to broaden our global outreach and deliver comprehensive calling features.

Why does it matter?

HubSpot launched phone number acquisition for the United Kingdom in 2021. This release only included the ability to acquire a mobile number for this country. By offering local numbers in the U.K., we empower you to establish a stronger local presence, improve communication with prospects and customers, and ultimately enhance your CRM strategies.

New tracking domains for connected email

What is it?

We are migrating away from the "sidekick" domains used for open and click tracking on sales and service email sends. The new domains specify the email type and are unique to your account to give you more control over your deliverability.

Why does it matter?

When sending sales and service emails, open and click engagement data is critical context on the performance of the email. The tracking links used to gather this data use domains shared across HubSpot's entire user base. When bad actors send malicious emails with this tracking data it can negatively impact the reputation of those domains, and thus other HubSpot customers. This has led to issues where your ability to get legitimate emails into your recipients' inboxes has been jeopardized.

This new domain system enables email service providers to protect their users while avoiding damage to unrelated HubSpot customers.

Customer journey analytics can now track phone calls

What is it?

You can now use Calls as a touchpoint in Customer Journey Analytics.

Why does it matter?

Inbound and outbound calls are an important channel for engaging with prospects and customers. Understanding what led to those calls and what behaviors happened afterward is important for optimizing the broader customer journey, which is why you can now track calls as a touchpoint when using the Customer Journey Analytics app to create a report.

Calling as a channel in Inbox

What is it?

Calling is now a channel in the Inbox. You can now connect a HubSpot-provided phone number to your Inbox and route inbound calls to a group of reps. Once connected, Inbound calls will ring up to 10 available users at a time, and create a new thread in the connected inbox.

Why does it matter?

This new feature expands the Inbox's omni-channel capability and adds calling to the mix. It offers teams several benefits including:

• Increased efficiency: Inbound calls will ring up to 10 reps at a time. You can share context in threads, configure working hours, customize voice mail messages, and easily switch channels, resolving conversations faster.
• Improved caller experience: By providing a single number to call, this feature will streamline the caller experience and make it easier for them to get the help they need.

Live updates to commenting

What is it?

New comments now load in real-time meaning you no longer need to refresh your browser to see the latest updates when collaborating with your team.

Why does it matter?

Previously, if a colleague posted a new comment, each user would need to refresh their browser to check for new comments or rely on their comment notifications for the latest updates.

This adds friction to the collaboration process and can slow down conversations with users unsure if new messages have been received.

The ability to instantly load new messages ensures colleagues get access to important updates immediately and helps facilitate real-time conversations through HubSpot's collaboration tools.

Make Call Outcomes Required for Mobile

What is it?

Mobile customers using the HubSpot Mobile app and having this feature enabled will need to record a call outcome when saving calls notes after completing a call.Call outcome serves as a property for customers to provide additional details about their calling activity. This property enables reps to document whether a previous call was, for instance, successfully ‘connected’, ‘busy’, or ‘unanswered.’ The main purpose is to keep a detailed record of their call engagements, while also providing reporting visibility insights.

The process of logging call outcome in the HubSpot Mobile app is now on-par with the corresponding desktop browser experience.

Why does it matter?

Having accurate data is key for understanding and optimizing customers call patterns and workflows. To best understand sales/service reps’ performance, it’s crucial to capture calling data when engaging with prospects and customers. This creates consistency in logged calls across the entire sales teams. Additionally, it provides Admins and Managers the ability to gather extra levels of detail on call logging. This will empower teams to gain a deeper understanding of calling engagement efficiency through enhanced reporting, ultimately leading to more informed data-based decisions.

Report in-app copy and translation issues using HubSpot's extension

What is it?

The HubSpot localization bug reporting tool is an extension for any Chromium-based browsers (like Google Chrome) that you can use to report copy and translation issues to the HubSpot team.

Why does it matter?

If you use the HubSpot software in a language other than English and have reported a bug on HubSpot's user interface in the past, you know that you had to either forward that feedback to your point of contact at HubSpot or fill in a form. But now, there’s a faster and easier way for you to self-serve and help us improve HubSpot's user interface localization.

AI Assistant for Report Descriptions

What is it?

Now you can use HubSpot's AI Assistant to instantly interpret and summarize a report into a concise description. This AI Assistant will make it easier than ever to manage and interpret all of your reports.

Why does it matter?

Understanding Reports can be difficult. Having a description that helps to explain what a report contains, what it's useful for, and what questions it can answer makes it much easier to gain the insights you're looking for!

Additionally, custom descriptions can help add critical business context to reports, making knowledge sharing and communication easier than ever before.

Custom Thumbnail Images for Academy Playlists

What is it?

This iteration of Academy Playlists allows you, the creator, to upload and update cover and thumbnail images for your playlists.

Why does it matter?

As we continue to evolve Academy Playlists for our internal and external stakeholders, we wanted to drive engagement to user-created playlists. Allowing custom images allows you to confidently promote your content and communicate the playlist's value.

AI Assistant for Workflow Descriptions

What is it?

Now you can use HubSpot's AI Assistant to instantly interpret and summarize a workflow into a concise description. This AI Assistant will make it easier than ever to manage all of your workflows at a glance and at scale.

Why does it matter?

Workflows can be used to automate dozens, even hundreds, of front-office business processes in a single portal; but it's often difficult and time-consuming to understand what a workflow was created for and what it's meant to do. Interpreting and summarizing workflows can take several minutes, sometimes hours. It's especially difficult when there are many workflows or many other workflows creators and users in a portal.

In today's fast-paced world, efficiency and clarity are paramount. That's why we've harnessed the power of artificial intelligence to simplify and streamline workflow management and documentation.

AI Assistant Mobile Sales Email Thread Summarisation Enhancements [iOS only]

What is it?

We've improved the iOS AI sales email thread summary experience with a range of new features. This empowers email readers to summarize email threads and effortlessly grasp the context they require from a long email thread in seconds!

Utilizing the AI assistant for mobile sales email thread summarization, sales reps can create a concise summary for an email thread. In this latest update, users can enhance their experience further. For example, they can utilize a regenerate button, delete saved summaries, or use the summary in other areas by copying the text.

Sales reps can now elevate their productivity game by quickly responding to emails from the HubSpot mobile app wherever, whenever.

Why does it matter?

Sales reps are presented with high volumes of emails from different customers they manage daily which often results in a significant amount of context switching.

When reps are on the go, gaining the context to respond to the next customer’s email becomes challenging due to the time pressure that sales reps face to respond quickly. Providing mobile sales reps with a tool to give them an instant bite-size summary puts them on track to quickly respond to the latest incoming email with little to no effort. Increasing your communications productivity has a direct impact on your overall productivity as a sales rep.

Summarize a Record in HubSpot

What is it?

You can now access CRM record summaries for companies, contacts, deals and tickets while viewing these records in HubSpot. Record summaries are powered by ChatSpot AI and include a list of top properties and a summary of associated notes, emails, calls, meetings and tasks.

Why does it matter?

Today, you may be spending a lot of time parsing through various sections of a record such as the activity timeline, associations and object properties to develop a baseline understanding of your customers (or prospects). You can now access a quick but rich summary of your companies, contacts, deals and tickets directly from these record pages. This will give you more time to do your core jobs instead of scrolling and searching for key nuggets of information on records.

New Order and Cart based eCommerce reporting dashboard

What is it?

You now have access to the orders and cart-based reporting dashboard in the new Shopify integration powered by data sync. This dashboard includes 7 new reports specifically designed to track important metrics for your ecommerce businesses.

Why does it matter?

Before, order and abandoned cart data from the Shopify integration synced to deal properties in HubSpot. This created visibility challenges as you had to drill into deal properties to find relevant Shopify data to leverage in automation and reports.

Now, with the new Shopify integration powered by data sync syncs Shopify orders and abandoned checkouts to the new orders and cart objects in HubSpot – which were specifically designed to showcase ecommerce data. This creates a more complete representation of your Shopify data in HubSpot. Also there are now 7 new reports in a new dashboard specifically designed to showcase ecommerce data for customers using the new Shopify integration. This will enable you to easily begin generating reports and gain valuable insights from your synced Shopify data.

Updated HubSpot API client version in the Custom Code Action

What is it?

HubSpot API client v10 (^10.1.0) and v8 are now supported in the Custom Code Action for Node16x and Python3.9 runtimes.

The v4 Associations API is supported in these latest client versions, and can now be used in the Custom Code Action.

Why does it matter?

To ensure we are supporting the most up-to-date and secure libraries in the Custom Code action.

Airtable Workflow Integration Authentication Update

What is it?

Attention: Those who have connected to the Airtable Worfklow Integration in your HubSpot portal.

Starting on February 1st, 2024, Airtable is requiring all users to use their email instead of API keys during authentication.

By January 31st, 2024, you will need to reconnect your Airtable workflow integration in your portal's Settings > Integrations > Connected Apps. Once reconnected, your integration will be updated to use the email method. Your workflows should not be affected and will continue to run as normal. If you do not update your integration, workflows using the Airtable workflow action will produce errors after January 31st.

Why does it matter?

Airtable is updating its authentication method, which means those customers connected to the Airtable Workflow Integration using API keys will need to reconnect.

Updates to the user table (including new table card and column editing)

What is it?

Two updates to the user table:

1. A new card above the user table to highlight important sets of users within an account.
2. Admins can now edit the user table columns to bring the most critical information on their users front and center.

Why does it matter?

These updates aim to create a more effective user management tool for admins. By highlighting important sets of users along the top of the user table we hope to save admins time in taking action on these users. And through giving admins the ability to edit the displayed columns within the user table we aim to help them pull forward the most critical information to their business on their users to drive insights and action.

Provision HubSpot Users with SCIM Through Google

What is it?

For HubSpot customers using Google SSO, we are enabling the Google SCIM integration to configure and provision users from Google into HubSpot.

SCIM is an open standard to automate user management, tailored for cloud applications. With today's update, users can now provision users from Google through SCIM. This is another step towards a more flexible user provisioning system, and will enable us to build even more provisioning integrations in the future (think: Active Directory, One Login, etc.).

Quick background, for those less familiar: SCIM provides a secure automated channel for user creation and deletion, which will help automate day-to-day tasks and reinforce security. The SCIM standard is the preeminent spec for user management across all major SSO providers.

Why does it matter?

Provisioning users through SCIM (the System for Cross-domain Identity Management) provides a secure and automated way to create and manage HubSpot users, speeding up the process and helping to get new users into HubSpot.

As your company scales, user management becomes difficult: creating a user every time a new employee starts or removing one when an employee leaves isn't sustainable. Before long, it becomes a full-time job. That's why we are adding the ability to auto-provision users via Google SCIM in addition to our existing integration with Okta.

The SCIM-powered Google integration takes all the manual work out of creating and deleting users in HubSpot. It'll save our biggest customers hundreds of hours, and make their HubSpot accounts even more secure.

And, more importantly, offering SCIM support for user provisioning will help us support larger, more complex organizations as they continue to grow with HubSpot, while tying in with the existing support of SAML 2.0 single sign-on and completing the value proposition for single sign-on support in HubSpot.

New Custom object actions on iOS

What is it?

Users can now perform several actions with Custom objects, which were previously not possible on iOS. Those include:

• Edit and delete Custom objects
• Add Associations to Custom objects
• Create and delete Notes and Activities on Custom objects
• Add Association labels (flexible association) to a Custom object

Why does it matter?

Data integrity is an essential part of a connected customer experience. HubSpot users want to be able to keep records up-to-date in real-time while on the go. That includes Custom object records that users set up especially for their business. Previously users were limited to being able to view, but not edit Custom object records and they were not able to associate Custom object records on iOS. Users were also not able to add Notes or log Activities on Custom objects. The ability to perform these actions on iOS enables users to keep records up to date without having to switch to desktop.

A simpler way to add new Meetings on Mobile

What is it?

Mobile Calendar delivered an easier way to view your schedule on the go. Now you can create new meetings too wherever, whenever.

 

 

 

 

Why does it matter?

Creating meetings on mobile used to be a tricky task. Under contact records, the option to create new events existed, but didn’t provide scheduling visibility. To see this, you would need to exit the contact record and go back to the calendar from the home screen. We’ve now tied the journey together and made the calendar viewable from the same screen — i.e the create meeting flow under contact record.

AI Content Writer is available in Playbooks

What is it?

Users who are able to create and edit playbooks can now use HubSpot's AI Content Writer to generate and refine playbook content.

Why does it matter?

Creating enablement content is a major hurdle for customers who are early in their Sales Enablement maturity journey. Documenting processes, best practices and tactical instructions is one of the first things an organization must do to start enabling their sales teams.

Customers who are new to HubSpot playbooks have the same problem. Writing content requires a serious time investment and must be done before playbooks is a useful feature for the customer.

Customisable Gallery Mode for CTAs

What is it?

This update makes it possible to change the properties shown on a CTA gallery card, similar to how you can change the columns available on the table/list view.

Why does it matter?

Following the introduction of the new Gallery mode for managing CTAs, we're putting customers in control of what properties are available on the gallery cards. Previously HubSpot defined the properties that would be included, but this is not a one-size-fits-all solutions as customers need access to different information based on the status of the CTAs, and in the future they may be able to define their own properties for CTAs.

Default Fonts in Conversations Inbox

What is it?

Inbox users will be able to set a default font type, color, and size for all emails sent from Conversations Inbox.

Why does it matter?

Today, sales and service reps can set a default font for emails sent from CRM records. Moving forward, these font settings will also apply when sending emails from Conversations Inbox, saving users valuable time spent on manually changing fonts to fit team preferences and align on branding.

Sales Order Sync via data sync (Dynamics, Netsuite, Shopify, BigCommerce, Business Central, Exact Online)

What is it?

You can now set up a one-way sync of sales orders from some data sync apps into HubSpot's brand-new (sales) order object. For some eCommerce data sync apps, starting with Shopify, we're also syncing into a new (abandoned) cart object.

At the time of this release, these apps come with an order sync: Dynamics 365, Netsuite, Shopify, BigCommerce, and Business Central.

Across more than 110 apps, the data sync framework now unlocks syncs for orders, carts, contacts, companies, deals, invoices, products, logged emails, meetings, calls, notes, tasks, and tickets!

Why does it matter?

One-way sync of sales orders gives HubSpot a true representation of orders from eCommerce platforms eliminating confusion and improving order management for users. Before, you may have been storing such information inside of a deal object, though an actual order object is much more representative. And sometimes, a sales process tracked in a deal leads to an order that also needs to be tracked, so by keeping them separate, you can now report on them separately.

Set the currency type for custom calculated deal properties to use record currency

What is it?

Admins now have the option to set the currency type for custom calculated deal properties to match the currency of the record.

Why does it matter?

Previously, admins were not able to define the currency type for custom calculated deal properties. The currency type for custom calculated deal properties was always set to use the portal's home currency. Unfortunately, this wasn't ideal when the currency of the deal differed from that of the home currency. Not having all deal currency properties within a record to display the same currency type led to confusion and data mistrust.

With today's release of giving admins the option of setting their currency type to that of the record, customers will be able to better represent their currency data on records.

Product Library Module

What is it?

This module enables you to connect and sell your product library objects directly within the website editor, without requiring external technical assistance.

Why does it matter?

The Product Library Module simplifies creating a touchless selling experience, empowering businesses to independently manage and display their existing products within their library.

LinkedIn Personal Profile Mentions on mobile

What is it?

In this new Mobile version, marketers can mention LinkedIn personal pages.

Why does it matter?

Mentioning a connection or other members is a great way for marketers to increase post engagement and comments. This will draw attention from the member and also encourage traffic from your post to the member's LinkedIn profile.

Collaboration sidebar in the Social tool

What is it?

The Collaboration sidebar is now part of the Social tool.

Customers can now comment on individual draft Social posts within HubSpot, create tasks for themselves or colleagues and view their Marketing Calendar all while editing a Social post.

Why does it matter?

Up until now, there were no options to collaborate and work directly with colleagues inside the Social tool.

Customers had to rely on external sources like e-mail or Slack to ask colleagues to review draft Social posts and provide feedback on the required changes. These external conversations meant that the context was quickly lost.

Adding the collaboration sidebar into the Social tool allows these conversations to happen seamlessly within HubSpot while holding all relevant context easily accessible when needed.

Conditional Property Options

What is it?

You can now define conditional property options that will be reflected across the CRM. This will enable you to filter down the options that can be selected for a given property based on the value of another property.

For example: If Department = Engineering, then for Role show only Engineering Manager, Engineer, and and Director of Engineering.

Why does it matter?

This feature improves the data-entry experience by allowing admins to surface only the relevant property options to a user. This feature also gives admins greater control over data quality by letting users know when there are mismatched options, and preventing them from saving incorrect options.

New Shopify Integration, with New Orders and Carts Objects, Powered by Data Sync

What is it?

The new Shopify integration–along with the new orders and carts objects–is now available in HubSpot’s App Marketplace. Powered by data sync, the two-way syncing engine behind Operations Hub, this integration offers:

• Two-way contact sync
• Two-way product sync
• One-way order sync
• One-way cart sync
• Advanced sync settings
• Sync insights including: in sync, failing, and excluded records

With this new integration your ecommerce team can conveniently build powerful order and cart based marketing campaigns and reporting dashboards in HubSpot.

For more details, see the new Shopify integration in the App Marketplace or see our knowledge base article.

Why does it matter?

The current Shopify integration syncs orders and checkout data into HubSpot’s deals object, which was not built to represent ecommerce data. This made it cumbersome to build reports and effective marketing campaigns using order and cart data. Additionally, when a syncing error occurred, it was hard to tell what happened and how to fix it.

Now, the Shopify integration, powered by data sync, has new order and cart objects which makes it easier to sync your ecommerce data with HubSpot. This integration also offers two-way syncing for contacts and products, so you can be sure both Shopify and HubSpot have the most updated information. Plus, get insight into syncing errors and utilize sync settings, to ensure syncing is working as you’d like.

New Custom object actions on Android

What is it?

Users can now perform several actions with Custom objects, which were previously not possible on Android. Those include:

• Create Custom objects from the Associations picker
• Add Association labels to Custom objects
• Associate multiple Companies to a Custom object

Why does it matter?

Data integrity is an essential part of a connected customer experience. HubSpot users want to be able to keep records up-to-date in real-time while on the go. That includes Custom object records that users set up especially for their business. Previously users were not able to create Custom object records on Android, they could not create flexible associations (add labels) and they were not able to associate multiple companies to a Custom object. The ability to perform these actions on Android enables users to keep records up to date without having to switch to desktop.

Associate Records of the Same Object Type

What is it?

Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.

Why does it matter?

Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.

New Reporting Navigation

What is it?

We’ve introduced a new reporting navigation to help you easily locate HubSpot marketing, sales, and service reports.

In today’s top navigation, the “Reporting” dropdown includes Analytics Tools, Reports, and Dashboards. In the new reporting navigation, the Analytics Tools page is going away, leaving 2 options: Reports and Dashboards.

 

 

Within Reports, we're introducing a streamlined side navigation, with a new section called "Report Collections" making it easier to navigate between HubSpot marketing, sales, and service insights, such as Traffic analytics:

As part of this change, all Analytics Tools have moved out of Reporting > Analytics Tools, and into new locations, with the goal of increasing the discoverability of these insights.

Why does it matter?

The feedback is clear: it’s difficult to find the insight you're looking for in HubSpot. The new reporting navigation is about increasing the discoverability of purpose-built reports and helping you better understand HubSpot's out-of-the-box templates more clearly. These reports are built to help you dig into important insights and take action.

Sort Contacts, Companies, Deals & Tickets by all properties on Android

 

 

What is it?

You can now sort Contacts, Companies, Deals & Tickets by all properties in the HubSpot app for Android.

Why does it matter?

Up to now, users on mobile have only been able to sort their records by a handful of properties, and only in one direction. This has blocked mobile users that depend on custom properties, or any property that wasn't supported for sorting. For example, sorting contacts by number of pageviews, or companies by revenue.

Now, all properties are available for sorting, and in both directions (ascending and descending).

Additional Text Comparison Functions for the Advanced Formula Editor

What is it?

We have expanded our advanced formula editor to include even more advanced text comparison functions.

Why does it matter?

The advanced formula editor for calculated properties is a powerful tool that just got more powerful. You can now perform text comparisons using STARTS_WITH and CONTAINS helping you to filter your data quickly using a calculated property.

With these functions, you can filter records based on the starting characters of a field or retrieve records containing specific keywords or phrases. You can narrow down search results to just your records of interest, improving retrieval times.

The STARTS_WITH function is ideal for filtering strings that start with a specific sequence of characters.

The CONTAINS function is ideal for filtering by identifying substrings within larger text. It enables more comprehensive searches, allowing you to locate information based on partial matches.

Percentage format for number properties

What is it?

Customers can now create custom number properties formatted as a percentage. This change will enable you to more accurately represent data in the CRM - for example, calculating sales commissions, or likelihood to close a deal.

Assign & Monitor Playlist

What is it?

Academy Playlists are a powerful tool to create a sequence of HubSpot Academy training content and share it with others. We've heard from our customers the desire to track their team's or their client's progress as they work through a playlist. Introducing the ability to assign & monitor completion of a playlist, the best way to keep your team and your clients on track in their HubSpot journey.

Why does it matter?

For leaders looking to onboard & train their employees, clients, or partners to the HubSpot software, Academy now enables users to assign Playlists to one or more groups of users, and be able to monitor their progress through the playlist. Users with access to multiple portals will also be able to assign a playlist to different portals and track their progress.

AI Assistant Call Summaries

What is it?

Customers can now generate a concise summary of their transcribed calls.

Why does it matter?

Transcripts provide users an easy way to gather context on their logged calls. However, it can be time consuming to review long transcripts when in a hurry. This feature aims to improve the efficiency of reps by reducing the time spent manually reviewing and summarizing calls.

Company Owner & clickable company domains in Global Search

What is it?

The Company Owner is now directly visible on every company returned as a Global Search result.

If the company has a domain, you can directly click the domain in the search result to visit the domain.

 

 

Why does it matter?

When searching for a company in Global Search, you have to click into the result and go into the company record to find who the company owner is. Similarly, even though you can see the company domain in Global Search, you have to go into the company record or type in the browser to visit that domain.

Ending Support for HubSpot's VSTO Sales Add-In

What is it?

Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO add-in along with any other VSTO add-in.

Add Guests to Meetings via Scheduling Pages

What is it?

Today, users are lacking a way for prospects to include additional attendees on the meeting invite when booking time on a scheduling page. Now, users will have the ability to turn on a feature within their scheduling pages to allow prospects to add additional guests to the meeting. Prospects can include up to 10 additional guests. These guests will receive a calendar invite for the meeting that was just booked.

Why does it matter?

This feature gives the ability for prospects filling out a scheduling page to add additional guests/attendees to a meeting link when they are in the process of booking the meeting.

Undo or Redo Changes on the Workflows Canvas

What is it?

An undo/redo button on the workflows canvas will undo and redo most action changes on the workflows canvas during the last 30 days. Undo/redo won't work for workflows that have extension actions or custom code actions, and won't work for moving or cloning of actions.

 

 

Why does it matter?

We all make mistakes, but with software, those mistakes shouldn't be permanent. Up until now if you accidentally added or deleted a workflow action, there was no way to undo (or redo) that change. With this new addition, customers can now quickly undo and redo changes inside the workflow canvas, and get right back to work as if nothing happened.

Instagram Mobile News: Reels, First Comment, Share to Feed and Location Tag

In this new Mobile version, marketers will find new capabilities to create their Instagram posts on iOS and Android.

Let’s dive deep into this feature and all the new capabilities!

INSTAGRAM REELS

What is it?

You can now publish on Instagram Reels all within the HubSpot Mobile App.

Why does it matter?

Instagram Reels are a great way for marketing teams to reach new audiences, improve engagement, and increase profile traffic and brand awareness.

FIRST COMMENT

What is it?

With First Comment Support, you can schedule the first comment on your Instagram posts.

A successful Instagram post includes a strong caption and relevant hashtags but space is limited. You can use the first comment to interact with users directly, improve engagement with further hashtags and grow your reach on Instagram.

Some of the benefits of scheduling the first comment:

• You provide further description about your product or service
• ask your audience questions and encourage conversation in the comment section
• include further hashtags that do not crowd your post caption and will help you optimise reach.

Why does it matter?

Whether it is sparking a conversation in the comment section or adding more hashtags, First Comment support is a feature that helps marketers increase reach and boost engagement on Instagram.

LOCATION TAG

 

 

Every time you create Instagram posts you will be able to select one location in the social composer. Inputting a location tag will improve your post engagement and reach.

Product Library Index Page & Navigation Update

What is it?

Product Library has a fresh new look and a new location within the HubSpot Navigation bar.

Why does it matter?

As our customers have grown, so too have the number of products within their product library, making it difficult for our users to sort, filter, and find products for updating, archiving, and product property management for product admins.

Moving the Product Library to HubSpot’s Index page, which customers will recognize if they’ve ever used other objects like Deals, Contacts, or Companies, unlocks critical functionality for scaling businesses.

Integrations Sync Card for Data Sync: Outreach, Salesloft, Active Campaign, Zendesk, and more

What is it?

The Integration Sync card is rolling out to 5 more Data Sync Integrations:

• Outreach
• Salesloft
• Active Campaign
• Intercom
• Zendesk
• Xero

This is already live for NetSuite, Microsoft Dynamics 365, and 5 other Data Sync integrations.

A limited version of the Integration Sync card will roll out to these 3 Data Sync integrations:

• Mixpanel
• Airtable
• Connectwise PSA

Need extra confidence your integration is syncing with the right record? You can now view sync status and linked records directly from the contact record. Here's an example of how it would work using NetSuite.

 

 

This feature is available for contact, company, deal, invoice, and order records in HubSpot. Learn more in the Integration Sync Card knowledge base article.

Why does it matter?

Seeing sync status directly linked to a HubSpot record gives you a more accurate view of your data.

• Is this record syncing?
• When’s the last time this record synced?
• Which 3rd party application record is this HubSpot record syncing with?

Use our Settings page to get an overview of your Sync Health, and the Integrations Sync Card to drill down on a record by record basis on what’s happening with your sync.

Drag and drop reordering of rows & insert row above/below in HubDB tables

What is it?

The ability to manually reorder rows in a HubDB table via drag and drop, and the ability to insert a row above or below an existing row, impacting the order of data in content.

Why does it matter?

The order data exists within a HubDB table is the default order in which that data will display in your content. While developers can set a sort for data in their code (such as alphabetical), some customers want to order their data arbitrarily. Being able to reorder rows in a HubDB table manually is the number one requested feature of HubDB.

A/B Testing Sequence Steps

What is it?

A/B testing allows you to experiment with different versions of your content to determine what performs better with your audience. Within sequences, you can now test different templates within any email step and report on performance to quickly iterate and optimize outreach.

Why does it matter?

Customers are currently struggling to optimize their prospecting sequences. Crafting an effective outreach strategy is both an art and a science, and experimentation is crucial in figuring out what works and what doesn't. However, the current process of experimenting with sequences is time-consuming and difficult to measure, leaving teams uncertain about the impact of their changes. Now with the ability to A/B test sequence steps, teams can quickly experiment and iterate to improve their outreach and increase conversions.

What is it?

When creating a custom funnel report, you can now mark stages as "optional." This means that an entity (like a deal or a contact) that made it to the end of the funnel can skip some of the stages in between the first and last stage and still be included in the final number.

For marketers who use account-based marketing, we are also extending custom funnel reports to support the company lifecycle stage.

Why does it matter?

Customers with professional tier subscriptions have been able to make a funnel report to track the conversion rate between lifecycle stages and deal stages. We've rebuilt the custom funnel report system to include more functionality and support more use cases:

1. You can now designate a middle stage as "optional." For example, this means that a contact can skip a stage (e.g. A marketing qualified lead skips sales qualified lead and goes straight to opportunity) and the total conversion rate will accurately reflect the total number of contacts who made it to the last stage in the funnel.
2. You can now use the company lifecycle stage to create a funnel. Some marketers, especially ones who use account-based marketing, prefer to analyze their efforts through the lens of the company object. All professional-tier customers can create a company funnel report.

What is it?

Sales Hub Pro+ customers can now see most recent lead engagement as well as target account information in the Leads table.

Why does it matter?

As customers are using the Leads table to manage their leads, they want to prioritize which to engage with first. We are bringing in engagement data, and target accounts labeling and filtering, to assist them with this.

Enroll contacts in a sequence on behalf of their contact owner using workflows and embedded automation

What is it?

The ability to enroll contacts in sequences through a workflow is getting a powerful update. Previously, when using automation to enroll contacts in a sequence, customers had to choose a specific user as the sender. This meant that large teams had to use if/then branching logic to enroll contacts on behalf of their contact owner or other owner properties. Configuring and maintaining these workflows was complex and time consuming.

Now, when enrolling in a sequence via a workflow, customers will see the ability to choose any contact owner property to dynamically choose the sequence sender.

Customers with Sales or Service Hub Professional and above will see this update in the Automation tab of the sequences tool.

Customers with Sales or Service Hub Enterprise will see this update in the Workflows tool.

Why does it matter?

When using a workflow to enroll contacts in sequence, you'll now be able to send from a contact owner property or a specific user.

Company Insights on the Hubspot Mobile App [iOS Only]

What is it?

Once you update your iOS app, you will have access to the Company Insights button which will appear on the Company Record, Task and Meeting bottom sheet.

The information generated within Company Insights is by using Chatspot prompts.

Why does it matter?

Sales reps don't have all the information at their fingertips before engaging with their customers. This leads to reps tapping around inside or outside to get key information, taking up valuable time that could be used for growing their business.

Imagine a world where as a rep you have all the context you need about your customer right before engaging with them. This update gets us closer to that vision.

Custom Properties for Workflows

What is it?

Custom properties can now be created to better manage and organize Workflows!

HubSpot's Smart CRM enables you to completely customize the data you store for Contacts, Companies, Tickets, Deals, and custom objects through custom properties. This allows you to customize HubSpot to fit your business model and organize, group, filter, and report your data your way. Campaigns and Lists recently announced the ability to create custom properties, and now we're extending this functionality to Workflows.

Why does it matter?

Until now, customers have only had two ways to organize their workflows. You could use complex naming conventions, but such conventions don't allow sorting and can't be enforced. Or, you could also use folders, but a workflow can only be placed into one folder at-a-time. Now, workflow custom properties, combined with custom views, allow teams to create an enforceable, multi-dimensional organization system. Admins can define the set of custom properties and which property values must be filled when a workflow is created.

Customize Default Deal Name

What is it?

Admins will be able to customize the default deal name for deals created from existing contact and company records. Previously HubSpot’s deal name default was not configurable and led to lots of customer frustration. Customers will be able to configure the default deal name within the “Create deal” form in Settings using a combination of personalization tokens and/or static text.

Why does it matter?

Currently the default for deal name for deals while on an existing contact and company records is that “-New Deal” is always added after either the company or contact name, which is both inflexible and contributes to poor data quality. This new functionality allows admins to configure the default experience to fit their own naming conventions and ensure data quality. Reps can spend less time on manual data entry while ensuring they’re following the right naming conventions.

Generating Reports with AI on Mobile

What is it?

You can now use HubSpot AI to create reports with just a simple question or description on your phone, on Android and iOS.

AI-assisted reports make it simple to get started building the perfect report to answer critical business questions on the go!

AI is now available in the HubSpot mobile app in public beta and it’s here to change the way our customers are going to work on mobile!

Why does it matter?

“You have only a couple of minutes or so in a cab so I just need the overview” - Sales Professional Customer

For our mobile users, it’s important to access their HubSpot data in the easiest and fastest way possible. Getting the information they need on the go, is a key part of their day-to-day job.

Using HubSpot AI makes it easier than ever to answer questions in Dashboards. Save time and find new insights by using AI to help you build reports.

Save and reuse groups of workflow actions with Action Sets

What is it?

You can now save a group of workflow actions into an Action Set so that you and the rest of your team can re-use.

Action Sets is available for all Enterprise portals with workflows access.

Why does it matter?

Action Sets not only speed up the process of creating workflows but also gives your workflow admins the ability to create guides for the rest of their teams to leverage while they're making workflows!

Building workflows can be a time-consuming process, but a lot of the time customers are reusing the same groups of actions across multiple workflows. Currently they either have to rebuild the workflow each time, clone the entire workflow, or copy and paste action by action. This results in human error and inconsistencies across workflows.

Workflow problems are exacerbated when there are teams creating workflows. Best practices are not easily enforced in the app, users all have different workflows knowledge levels, and it's harder to maintain and manage a quickly growing library of workflows. Managers or leads of larger teams lack the tools to help enforce best practices and guide the rest of their teams when creating workflows to simplify the process and create peace of mind for everyone.

LinkedIn @mentions available in social monitoring

What is it?

We have now added the ability to manage LinkedIn company pages @mentions from comments or posts from their audience within our Monitor Streams in Social.

Why does it matter?

Companies want to better understand what people online are expressing about their brand on social media. They want to build deeper relationships through conversations with followers, win new customers & grow revenue, and resolve negative feedback in a timely fashion. We want to support our customers to have an all in one place to manage understanding these messages, and respond when necessary. One of the areas on social media where our customer’s audiences speak about their brand is on LinkedIn.

Support for 4 and 5 year Billing Frequencies in Line Items

What is it?

Expanded Billing Frequencies adds the option for a 4 year and 5 year frequency for customers of HubSpot.

Why does it matter?

If your business bills on 4 and 5 year contracts then you will now be able to effectively represent those terms in HubSpot's CPQ tools. Previously, users would need to break up longer term contracts into multiple line items, or create multiple deals for what is really the same contract. This change allows your reps to quickly and accurately assign the correct billing frequencies in your quotes, payment links, deals, and invoices.

Enable Double Opt-In for forms

What is it?

Historically, it was only possible to enable/disable double opt-in for select pages created in HubSpot.

With this change, you may choose to enable/disable double opt-in for select pages AND select forms of your preference.

There are also some updates to action descriptions/copy to make it clearer.

Why does it matter?

You have flexibility to apply double opt-in selectively, per form. For example, if it is mandatory in certain countries but not in others, you can choose which HubSpot forms use double opt-in and which ones do not.

AI Content Assistant in Workflows Email and Notification Actions

What is it?

You can now use HubSpot's AI Content Assistant in workflows in the Send Email and Send Internal Email Notification actions. Similar to the emails tool, when you're writing your content in our email or notification workflow actions, you can use either the highlight or the slash command to generate, edit, or rewrite your content for you!

Why does it matter?

Whether you're writing a blog post, email, or KB article, content creation is one of the most time-consuming tasks that we all do on a daily basis. Using the AI content assistant in workflows will enable you to write your marketing emails or internal notifications more quickly and with ease. AI content assistant automates the tedious parts of writing, leaving you with more time to shape your own thoughts, opinions, and creativity into your content.

Initiate WhatsApp and Email Conversations via Omnichannel Inbox Composer

What is it?

Users can now initiate email and WhatsApp conversations via the "Compose" button in Conversations Inbox.

Why does it matter?

Inbox users may need to initiate conversations via several channels from the Conversations Inbox to meet their customers where they are.

In the past, users were able to initiate email conversations but would have to wait for their contacts to initiate conversations via WhatsApp to communicate via this channel. Moving forward, the ability to start communications via WhatsApp and email will be easily accessible from the unified omnichannel composer in Conversations Inbox.

Default Fonts in Conversations Inbox

What is it?

Inbox users will be able to set a default font type, color, and size for all emails sent from Conversations Inbox.

Why does it matter?

Today, sales and service reps can set a default font for emails sent from CRM records. Moving forward, these font settings will also apply when sending emails from Conversations Inbox, saving users valuable time spent on manually changing fonts to fit team preferences and align on branding.

API Exposes User Activity from Centralized Audit Log

What is it?

A new feature is available for those with an Enterprise tier hub subscription and Super Admin role: a centralized audit log of user account activity accessible through the Account Activity API.

Why does it matter?

Customization and extensibility are important considerations for our customers. Customers need a way to pull data from the HubSpot system to integrate with their own external tools.

Exposing this same information contained in the centralized audit log via an API allows customers greater flexibility to use this information in third-party systems and processes such as security organizations who may wish to pull this information into their SEIM.

View, Delete, Share and Recall Quotes on Mobile [iOS and Android]

What is it?

Customers on mobile now have the ability to view, delete and recall quotes from the Hubspot Mobile apps. The feature can be accessed from the Deal record.

Why does it matter?

Selling doesn’t happen while you are seated at your desk with the laptop open. Sales reps are constantly on the move.

This means that having complete visibility into your sales cycle is crucial to gain context and prepare. If you don’t have that visibility, that's missed quota and lost revenue for your company.

Quotes fulfil a key part of this sales journey and with this update, you have access to all of the quotes that you have created on desktop visible on mobile for easy access.

Opt-out cookie consent banner type

What is it?

The new 'opt-out' banner broadens HubSpot's cookie management toolkit, specifically for areas with more lenient data privacy regulations compared to the EU. It permits cookies to track visitors by default, while still empowering them to opt out at any point.

Why does it matter?

As cookie management regulations differ globally, HubSpot's 'opt-out' banner provides a flexible alternative to the 'opt-in' banners required in strict regions like the EU. This feature supports default user tracking with the ability to opt out, aligning with less stringent compliance standards and optimizing data collection in applicable regions.