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Welcome to our HubSpot Product Spotlight for July! In this blog, we’ll explore some of the teams’ favourite HubSpot updates from the last month. Ready? Let’s dive in!
Now Live
These are all the features now live and ready to use in your HubSpot portal.
Notifications for processed and uploaded Lists
What is it?
You can now get notified via e-mail or in-app when a list you created is done processing and ready to be used.
Why does it matter?
With this update, you no longer have to check back to see if a list you created is done processing. You can continue your business as usual activities, and be notified when your list is ready to be used.
Available on: All Hubs and Plans
Updated HubSpot Roadmaps
What is it?
The HubSpot roadmaps on www.hubspot.com/new have been updated. View the roadmaps to see what products and features we’re developing.
Why does it matter?
HubSpot customers need to know what’s coming next to plan for success and growth. The roadmaps provide this insight so you can make correct purchasing decisions, training plans, and much more.
Available on: Click the link to see the road map for each Hub: https://www.hubspot.com/new
Payment Forms
What is it?
We are excited to introduce Payment Forms. Now, forms users can accept payments through form submissions.
Marketing Hub customers can now transact with users directly by using forms. Both form submission and payment details are captured, and users can use form submissions and payment status to trigger their workflows.
Why does it matter?
Historically, Marketing Hub customers have had to layer third party tools on top of HubSpot to capture payments with forms. This means that we haven't been delivering on our promise of being a crafted, not cobbled, solution, and missing an opportunity to support our customers as they grow. With Payment Forms, we're changing that.
Available on: Marketing Hub Starter, Professional and Enterprise that are eligible for HubSpot Payments
Simple eCommerce Recommendations for Product Module
What is it?
You now have the option to dynamically pull products into their marketing emails via the product module. These four new pre-defined filters give marketers a simple way to show the products that matter most to their prospects and customers.
Shopify integrated products and HubSpot native products are fully supported. Recommendations will work with any integration/eComm bridge provided they are syncing product data across in the right format to HubSpot (if an integration works with the existing product module, it will work for Recommendations also).
The only exception is the Top Seller filter: in that case, the integration must also sync deals and line items over to HubSpot too.
See the Knowledge Base doc here.
Why does it matter?
eCommerce businesses want their technology to work for them. Having the power to not only identify a customer’s purchase history but be able to also market similar products based on that historical data is key to an eCommerce marketer. It increases their ROI and their customer lifetime value (LTV).
The new recommendations feature provides marketers with an easy and simple method to pull the products that matter to their customers into marketing emails. This new functionality will give you more tools to better utilize the Product Module released last year.
Marketers no longer need developer assistance to build modules and manually work through product library inventory to find the products that matter.
Available on: Marketing Hub Professional and Enterprise
Customize the navigation menu inside your customer portal
What is it?
It is now possible to customize the navigation menu inside your customer portal.
Why does it matter?
In short, users expect to customize the navigation menu in their customer portal just as they would with any other HubSpot-hosted content. And now they can!
Until now, every customer portal had a default navigation menu with preset links and no pathway to customize the menu text or destination URLs, which presented a handful of issues:
- HubSpot's default options did not always match existing branding. For those who typically call their "Knowledge Base" a "Help Center," for example, our default navigation menu text diverged from established branding that people were familiar with.
- There was no support for external Knowledge Bases. We automatically populated a link to Service Hub's Knowledge Base tool. For those using an external Knowledge Base solution, there was no way to promote it within their customer portal.
- There was no option to promote other useful content. We only allowed links to create a ticket, view all tickets, or go to the Knowledge Base. Other useful resources to share with customers -- like a video library or pricing page -- could not be added to the customer portal’s navigation.
Available on: Service Hub Professional and Enterprise
LinkedIn Ad Conversion Events
What is it?
Ad conversion events are now available for LinkedIn. You will now be able to sync lifecycle stage changes, (as are you are able to today for Google and Facebook) for LinkedIn as well.
Why does it matter?
Sending your first party data back to ad networks is critical for ensuring your ad spend is properly optimized. Now you will be able to send data back to LinkedIn every time a contact changes lifecycle stages along with a deal value or custom value so LinkedIn can apply that to its optimizations.
For example, say you ran Campaign A with LinkedIn and got 10 clicks which turned into 5 contacts. 3 of those contacts turned into SQLs with associated deals of $1,000 each. If you set up an SQL event for LinkedIn from HubSpot, you'll be able to let LinkedIn know that 3 of the clicks they sent you on Campaign A turned into SQLs each worth $1,000 each. LinkedIn in turn will use that information to further optimize your campaigns.
Beginning in August when this product goes fully live within LinkedIn, you will also have the ability to attribute these events to specific campaigns within the LinkedIn Campaign Manager UI to see reporting within LinkedIn.
Available on: Marketing Hub Professional (50 syncs) and Enterprise (100 syncs)
Workflow Enrollment Change Notifications
What is it?
The ability to subscribe to workflow email notifications and to receive a weekly overview of enrollment changes.
Why does it matter?
Today, users managing and reporting on workflows won't be required to manually check each workflow individually for enrollment changes anymore. With this update, users are now able to subscribe to email notifications for any workflows they would like to monitor. This will allow them to proactively report on their workflow performance and easily identify potentially problematic changes. From the email notification, users can go directly into any workflow to take action.
Available on: Marketing, Sales, Service and Operations Hub Enterprise
Restore Deleted Dashboards
What is it?
It's now possible to fully restore deleted dashboards. Any dashboard that was deleted accidentally can now be recovered, restored, and consulted again.
Why does it matter?
If you needed your dashboard(s) back in the past, you were required to go through the painful process of fully recreating those dashboards from memory. As such, this new feature prevents a lot of frustration as it allows any deleted dashboards to be fully retrieved and restored, including its reports (provided the dashboard is recovered within 14 days).
Available on: All Hubs and Plans
Permissions in new goals
What is it?
We are enforcing revenue goals permissions on the revenue goals data in reports. Users who don't have a paid seat or don’t have permissions to see other’s revenue goal data may see goal data disappear from reports when we roll this out. The only revenue goal data they will see on reports is the revenue goal data they have permission to see. Users without a paid seat will be able to see only their own revenue goal data. Users with a paid seat can be granted View or Edit access in Forecasts to see other’s revenue goals data in reports.
Why does it matter?
With old permissions design, everyone was able to see their own goals and everyone else’s revenue goal data in reporting. To protect user privacy in revenue goal reports, we're rolling out the new permission enforcement. All the new & existing revenue goal reports in Sales Analytics, Report Library & Dashboard view would be impacted with this new permissions rollout.
New App Marketplace Collection for Quoting Apps
What is it?
HubSpot’s App Marketplace now has a Quoting Apps collection highlighting several third-party apps that have the ability to create quotes and help streamline your sales process. These apps include:
- Better Proposals: Create beautiful, high-impact sales proposals in minutes
- ClientPoint: Quickly create, manage, and track your proposals in HubSpot
- DealHub CPQ: Sales workspace for price quotes, contract & subscription management
- FastSpring Interactive Quotes: quickly build dynamic quotes for your prospects
- GetAccept: Enhance your HubSpot sales experience with features like document generation/management, sales engagement, CPQ, and an e-signature add-on
- GleanQuote: Solution quoting software with CPQ
- MobileForce CPQ: Easy CPQ app to set up and use with HubSpot
- PandaDoc: Create, track, and eSign sales proposals & contracts inside HubSpot
- Proposify: Create, send, sign, and track sales documents directly in HubSpot
- Quote to Cash with Chargebee: Automate your quote-to-cash workflows & create subscriptions in Chargebee straight from HubSpot
- QuoteWerks: CPQ software solution to streamline your quote and proposal process
- Qwilr: Create beautiful and interactive proposals and quotes from HubSpot
- RevOps Deal Desk & CPQ: Quote-to-cash solution for HubSpot Sales Hub
- RFPIO: Launch and track responses to RFPs, RFIs, & more from HubSpot
Why does it matter?
Seamless and efficient quoting is an important part of your sales process, so it’s essential for your quoting software to connect seamlessly to your CRM. Previously, if you were looking to integrate your company’s existing quoting software with HubSpot, it was difficult to find which third-party quoting apps were available in HubSpot’s App Marketplace. Now, you can use the Quoting Apps collection to browse third-party quoting tools that integrate with HubSpot.
Available on: The HubSpot app marketplace (Access will vary)
Search Custom Object activities
What is it?
Timeline Search is now supported for Custom Objects. This means you can now search across the activities of your custom object records, such as Notes and Tasks.
Why does it matter?
Last year we took a huge step forward in making it possible for our customers to model their business in HubSpot by introducing custom objects. For enterprise customers, this was amazing news, they could take their custom data and represent it in a way that made sense to them. This is another step towards consistency by helping customers use Custom Objects just like any object.
Available on: All Hubs and Plans
Enhanced security checks for automated emails
What is it?
We have made improvements to our email security for automated emails to ensure safer sending and better deliverability scoring. We now have advanced scanning in place to ensure we catch suspicious emails from going out from HubSpot.
Why does it matter?
This is important for a couple of reasons:
- It ensures better email sending practice, which will ultimately result in higher deliverability scores for HubSpot users
- It prevents bad actors from sending phishing and other abusive emails to recipients. This helps prevent IP blocklisting and spam reports, which protects HubSpot customers' email deliverability and protects your contacts from online fraud.
New to the HubSpot App for Zoom Meetings: Associate meetings and notes to companies, deals, and tickets
What is it?
The HubSpot App for Zoom Meetings now has an “Associations” tab, which gives the meeting host the ability to associate a meeting –and any notes from it–with existing HubSpot companies, deals, and tickets during a Zoom meeting. Use the “Associations” tab to:
- Search for and view existing HubSpot companies, deals, and tickets during a Zoom meeting
- Associate the Zoom meeting’s HubSpot call record to existing companies, deals, and tickets
- Take notes during a Zoom meeting, which will be automatically added to the call record and any companies, deals, and tickets it’s associated with
Learn more about the HubSpot App for Zoom Meetings.
Why does it matter?
Previously, meeting hosts could only associate the meeting –and any notes from it–with HubSpot contacts. They could search for contacts in HubSpot in the “Participants” tab and associate notes taken in the “Notes” tab with those contacts. This made it easy to keep contact records up-to-date with notes taken during a Zoom meeting, but meeting hosts still had to manually update any related deals, companies, or tickets with notes from the Zoom meeting afterwards.
Now, meeting hosts can associate the call–and any notes from it–to existing HubSpot deals, companies, or tickets. Now it’s easy for meeting hosts to update HubSpot records with notes from meetings–while they are in the Zoom meetings.
Available on: All Hubs and Plans
Option to add dismiss button to the cookie banner
What is it?
The option to add a dismiss button to your cookie banner is now available for all customers. Adding a dismiss button allows website visitors to close the cookie banner without selecting the Accept or Decline options.
Why does it matter?
As cookie tracking guidance has evolved around the world, customers have asked for the HubSpot cookie banner to allow website visitors to close the cookie banner without making the explicit choice to Accept or Decline cookies.
The dismiss button also allows visitors to close the banner if you do not use a ‘Require Opt In’ policy on your website.
Previously, adding a dismiss button to your banner required custom code. Now, this option can be enabled in-app via a toggle.
Beta
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
Apex Domain Hosting Available to All CMS Tiers
What is it?
Publishing and hosting content on apex (i.e., “root” or “naked”) domains was previously only supported at the CMS Enterprise tier. We are making it so hosting content on these domains are supported at all tiers of the CMS hub, including CMS Free.
Why does it matter?
Content creators now expect apex hosting as a basic website feature, not something that's an additional paid or premium feature. Until now, unless you were a CMS Hub user on the Enterprise tier, you could not publish and host web content on apex domains, which could have implications on your SEO strategy. With apex hosting available to all tiers, you’ll have more control over your website hosting experience, no matter what CMS Hub tier you’re using.
New Adjusted Open Rates
What is it?
We are launching a new metric called Adjusted Open Rates (AOR). AOR is a version of the existing Open Rate that reports on the % of human opens (also known as reliable opens) within the population of emails that discounts emails with events associated with Apple Devices (also known as unreliable opens)
Formula to calculate AOR:
Reliable Opens: Emails expected to be opened by actual Humans
Unreliable Opens: Emails suspected to be opened by Bots/Machine
Why does it matter?
Open rates have become immensely convoluted since the inception of the iOS 15 privacy changes, affecting your ability to measure email engagement accurately. This is because it is extremely challenging to attribute an open event from any Apple Device as reliably opened by a human or a bot.
Given this, our philosophy was to build a solution around Open Rates that offers maximum reliability to our customers. We do not believe that Apple will be the only email client to enact a change of this type, and are therefore focused on building a solution that is scalable across providers. Adjusted open rates will:
- Help you understand the % of human opens within the population of emails that discounts emails with events associated with Apple Devices or MPP
- Provide a comparative point of view between the disparity of overall open vs adjusted open rate
Note: The numbers are just estimates as it is challenging to distinguish between a human and bot event if coming from an apple device.
New API for Account Activity Logs
What is it?
This API exposes both the login and security activity history logs that are currently available to users as an export from within the app.
Why does it matter?
Exposing this same information via a public API will allow portal admins and integrators greater flexibility to use this information in third-party systems and processes.
View Property Info for Fields in the Custom Report Builder
What is it?
You can now view information about a property before adding it to a report visualization using the custom report builder using the new property info modal.
With the new property info modal, you can view the field type, property edit history, and the number of records with a value, and view and edit the property description without leaving the report editor.
Why does it matter?
The custom report builder offers over 30 different data sources to report on. Each of those data sources has an assortment of default and custom properties, making it difficult to know which field to use in your report if you aren't able to investigate more about each property.
Prior to this change, customers were working with limited property information and had to add a field to a report configuration to learn more about its data type and source. This made it challenging to determine whether you were working with the right data, especially when properties have similar labels.
Now, you'll be able to leverage Property Info to evaluate properties from the start of your report build, instead of spending extra time dragging fields into a report or digging through property settings to find out more. Plus, this new feature will allow you to add or update property descriptions right from the custom report builder, saving you and your team time when creating future reports by keeping everyone informed on what each property is used for.
Create a new task in Todoist with Workflows
What is it?
With our new Todoist Workflow Integration, you can now create a task in your Todoist account straight from HubSpot.
Why does it matter?
We know that teams are using multiple tools to run their business and improve efficiency, so it's important for those tools to interact and share data with each other. Our workflow integrations can help reduce the overhead, so you can automate processes across all your tools, straight from HubSpot Workflows.
With our Todoist integration, you can automate the creation of tasks in Todoist based on what's happening in your HubSpot portal. So, say a new company was created in HubSpot, or a deal's status changed, you can automatically create a task for you or your team to keep track of in Todoist.
If you’re interested in learning more about how we can help you grow with HubSpot, click below to book a meeting with our Growth Consultant.
