HUBSPOT PRODUCT UPDATE

HubSpot CMS Packages Update

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Maybe it’s time to take a look through your portal, and I mean each and every tool, to identify how well it’s being used, if at all, and whether there are unnecessary items that could be deleted or actions you could take to make your portal usage more effective.

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TABLE OF CONTENTS

  1. See web traffic by country, browser, or device type

    HubSpot Package: Starter/Pro/Enterprise
    Date: June 2021

  2. Import knowledge base articles using CSV file

    HubSpot Package: Starter/Pro/Enterprise
    Date: May2021

  3. Icons now insertable in Rich Text

    HubSpot Package: Starter/Pro/Enterprise
    Date: March 2021

  4. New properties for Marketing Campaigns

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  5. Associate your Ads with your Marketing Campaigns

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  6. SEO audit tool now checks all three Google Core Web Vitals metrics

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  7. Manage default notifications for your account

    HubSpot Package: Enterprise
    Date: May 2021

  8. Site Tree in CMS Hub

    HubSpot Package: CMS Hub
    Date: May 2021

  9. Score Property Usability Updates

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  10. New "simple" workflows branch

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  11. Geotargeting for the cookie banner

    HubSpot Package: Starter/Pro/Enterprise
    Date: May 2021

  12. Salesforce one-way custom object sync

    HubSpot Package: Enterprise
    Date: April 2021

  13. 7 new SEO audits available in the SEO

    HubSpot Package: Starter/Pro/Enterprise
    Date: April 2021

  14. The ability to discover & connect workflow integrations from HubSpot

    HubSpot Package: Pro/Enterprise
    Date: April 2021

  15. Use Slack Connect with HubSpot Slack Integration

    HubSpot Package: Starter/Pro/Enterprise
    Date: April 2021

  16. Deal Automation

    HubSpot Package: Pro/Enterprise
    Date: March 2021

  17. See where all objects are in a workflow

    HubSpot Package: Starter/Pro/Enterprise
    Date: March 2021

  18. Remove/Add to list action for company workflows

    HubSpot Package: Starter/Pro/Enterprise
    Date: March 2021

  19. Book a 30 minute meeting

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See web traffic by country, browser, or device type

HubSpot Package: Starter/Pro/Enterprise
Date:  June 2021

What is it? You can now analyse your website's traffic by three new dimensions: Country, Browser, and Device Type.

How does it work? Head to Analytics > Traffic Analytics. You'll be taken to the Sources report, where to the far right, you'll see the three new tabs. You can click "edit columns" to include different metrics in the table.



 

Import knowledge base articles using CSV file

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? Last year, HubSpot added the ability to import blog posts into HubSpot using CSV files. And now they're releasing the same CSV import capability for knowledge base articles.

Why does it matter? The existing KB import tool, which relies on web crawling, only supports importing articles from four platforms: Zendesk, Freshdesk, Help Scout, and Intercom. If you host KB articles on another platform, you have to copy your articles into HubSpot manually. CSV import means you can import KB articles into HubSpot from virtually any external KB platform.

How does it work?

To get started:

Go to Settings > Website > Knowledge Base
Click the "Import" button
Select "CSV file upload" and click "Next"



 

JWT SSO for CMS Hub Private Content

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? This update enables HubSpot users to use JWT tokens as an additional method for enabling SSO (Single Sign-On) for private content on the CMS. This is for CMS Hub Enterprise customers for the blogs, website pages, and landing pages.

Why does it matter? To set up private content in HubSpot, users can use list-based registration which is powered by HubSpot, or SSO registration which is controlled by a third-party provider account. Previously, the only type of authentication mechanism for SSO that users could configure was SAML. JWT is less complex to configure and manage on the provider account end. Introducing JWT SSO to private content means developers and IT administrators can more easily help more users onto their preferred platform to manage registration and access to HubSpot hosted content.

How does it work? An IT team or developer should have a third-party JWT authentication system already set up prior to starting the process to configure JWT SSO for HubSpot’s private content. The steps necessary to accomplish this will vary according to the provider of that system and must be supported by the provider’s system.

Once the setup is completed on the provider’s end, the necessary information (i.e. remote login URL, signing algorithm, secret key) can be taken into HubSpot to enable JWT SSO in HubSpot’s private content settings.



 

New properties for Marketing Campaigns

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? Record critical pieces of campaign information with a whole host of new properties for the Campaigns tool including:

Campaign Owner
Start date
End date
Campaign Goal
Audience

How does it work? You will now have the ability (when creating a campaign, or editing existing campaigns) to set a value for campaign owner, start date, end date, goal, audience, along with the pre-existing properties of budget, campaign name, colour, and notes.

New properties on create:
When working inside a campaign, you will then see these properties right up top so the whole team can stay aligned on these important points:

Campaign properties on the details UI:
And you can also now customise the columns on your campaigns listings table to view/change the properties:

New properties on the campaigns dashboard:
Not only that, but you can also use this data in other places in-app. With the recent addition of campaigns data inside of the custom report builder these properties are also available as fields to filter/report on. You can group campaigns by create date, see which campaigns are performing the best grouped by owner, and more.



 

Associate your Ads with your Marketing Campaigns

HubSpot Package: Starter/Pro/Enterprise
Date:  May 2021

What is it? An update that makes it possible to associate your Ads with marketing campaigns inside HubSpot.

How does it work? Click into a Campaign and select "Add assets" in the top-right and find a new category, "Ad Campaigns". From here you'll see you Google, Facebook and LinkedIn ad campaigns and be able to associate them with that marketing campaign:

Add New Ad Asset
This both consolidates the the ads under a new group in the "Performance" tab of the campaign, and provides an overview of the ad performance.

Note: Today the "Influenced Contacts" number does not reflect interactions on Ads. We are working on an upgrade to the Influenced Contacts report that will make it possible to customise this number further, and bring in ad data, and more.



 

SEO audit tool now checks all three Google Core Web Vitals metrics

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? With this enhancement, the SEO audit tool can now flag pages that have an unsatisfactory score for any of the three Google Core Web Vitals metrics (measures of page experience that are soon going to be incorporated into Google's page ranking algorithm):

1. Largest Contentful Paint
2. Cumulative Layout Shift
3. First Input Delay (Total Blocking Time is a suitable alternate measurement)

With HubSpot's SEO tool, you no longer need to use tools like PageSpeed Insights to check these three metrics for each page of your website individually. Our tool, which uses Google Lighthouse behind the scenes, will automatically scan all pages that make up the site and flag pages that fail any of these metrics.

How does it work? The SEO audit tool works for websites hosted on HubSpot as well as websites hosted on external platforms.

To access the SEO audit tool and scan a new website or rescan an existing website:

Go to Marketing > Planning and Strategy > SEO > Recommendations
To rescan an existing website, click the "Rescan now" button next to the website you want to rescan
To scan a new website, click the "Scan new URL" button and enter the URL of the website homepage.



 

Manage default notifications for your account

HubSpot Package: Enterprise
Date: May 2021

What is it? Super Admins can now set up default account notifications for users in their portal as well as set up notification profiles by role.

Why is it important? HubSpot users should receive relevant notifications that help them do their best work.
Previously, Super Admins of Enterprise accounts could not implement notification defaults on the global settings or overwrite user settings in bulk for users in their portal. This led to some users not receiving the right notifications from HubSpot.

How does it work? You can set notifications account defaults by going to Settings > Account Defaults > User Defaults. From there, you can:
- Create general default account notifications for all users in your account that aren’t included in a role
- Create specific notification profiles customized to the specific roles you have created in your portal and these will be applied to any user under this role. Please note: The notifications profile will be applied to all users under the selected role.

Once you apply the profile, existing users will be notified about the changes you made. To do this, you can:
- Click on “Create notification profile”
- Select in the dropdown the role for which you’re creating this notification profile
- Name the profile
- Turn on or off the specific channels on which you want users under this role to receive their notifications by switching the toggles accordingly
- Next, to turn on a notification, expand the notification topics and select the notification checkbox. To clear all notifications, select Clear all preferences
- Once you’re done, click on “Save” and click “Apply notification profile” on the next step.
Your profile will appear as “active” on the profiles table.


Please note: Users can still change their notification preferences at any time. User changes will override the defaults you create here.



 

Site Tree in CMS Hub

HubSpot Package: CMS Hub
Date: May 2021

What is it? A new way to organize and view pages within the CMS using a hierarchical "tree" structure alongside improved search, and better filter options on the content dashboard.

How does it work? For CMS Hub customers, navigate to Marketing > Website > Website Pages. From there on the dashboard you will see some new options for managing your pages. In addition to the site tree, on the "Website pages" tab users can find content through the same filtering pattern seen in the CRM by selecting the "More filters" option and even saving new column options. Learn more here.

 


 

Score Property Usability Updates

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? A set of improvements to the score property experience that will leave you saying "ah, so that's how this is supposed to work."

Score properties are indispensable for operating efficiently. They can be used for spotting a great prospect quickly, getting a sense of the account's health at a glance, and more.

How does it work? When you create a new score property, you will be greeted by new in-context help, along with new empty states to prompt your next action.

Score property with empty state
As you are adding new criteria, the filter limit automatically updates, to let you know how many more you can add.



 

New "simple" workflows branch

HubSpot Package: Starter/Pro/Enterprise
Date: May 2021

What is it? You can now branch on the outcome of a previous workflow action to customise automated journeys and easily build complex automations with multiple unique paths.

Why does it matter? For example, let's say you created a task in your workflow to generate a contract every time a deal goes into the "quote" stage. Now, you can use a simple branch to send an email to the customer the moment the task to generate a contract is completed. If the contract wasn't generated within 2 days, you can set your workflow to send an urgent reminder to the rep.

How does it work? In the workflow action panel, look for the new "Branches" section, and find "Simple Branch." Select the property or action you care about, and build your branch in just a couple clicks.



 

Salesforce one-way custom object sync

HubSpot Package: Enterprise
Date:  April 2021

What is it? You can now sync custom objects from Salesforce into HubSpot. With this new Salesforce integration feature, you can seamlessly set up a new custom object sync and start pulling records into HubSpot. With every custom object sync, you will also have sync features out of the box: sync settings, customisable field mappings, and sync health.

Why does it matter? We know you need more data types than just contacts, companies, and deals. These other data types might not be created in HubSpot, but that insight is important to help power your marketing, sales, and service efforts. Now, with no technical work required, you can add up to 10 custom objects to sync from Salesforce into HubSpot.

How does it work? For enterprise-only customers, when you go to the Salesforce integration setting screen you will now see a new option to "Sync custom object" next to the "Activities" tab.

Once you select "Sync custom object" you will be told how many custom object syncs you have set up and then be taken to the object setup wizard. From here, you will map the Salesforce custom object to the HubSpot custom object - note that the HubSpot custom object needs to be set up prior to going through the object flow.

Next, you will review settings for the object and go to the associations options. 

You do not need to sync associations, but if you want to do so you will need to select the field from Salesforce for HubSpot to use. The association screen will pull the associations based on what you have set up in your Salesforce instance - this is not from HubSpot. Next, you will need to select a field from Salesforce that should be mapped to the required field on the custom object in HubSpot.

Next, you will review your field mappings. 

Lastly, you can review what you have set up for the new custom object sync and turn on your sync or save your settings. Once the sync is turned on you will only see new records come into HubSpot as they are created or updated.

 




 

7 new SEO audits avaliable in the SEO Tool

HubSpot Package: Starter/Pro/Enterprise
Date: April 2021

What is it? The SEO audit tool can now check both HubSpot-hosted and external websites for 7 new issues across several categories. Altogether, we can check any website for 35 different issues that affect its performance, mobile experience, ability to get crawled and indexed, user experience, security, on-page SEO, and accessibility.

Why does it matter? These new recommendations will make it easier for you to build and maintain a website that adhere to best web practices and provides a good experience to your visitors.

They're also a key part of our strategy to help you prepare for an upcoming May 2021 Google update during which page experience signals will become a part of Google's search ranking algorithm.

How does it work? To access the SEO audit tool and scan a new website or rescan an existing website:

Go to Marketing > Planning and Strategy > SEO > Recommendations
To rescan an existing website, click the "Rescan now" button next to the website you want to rescan
To scan a new website, click the "Scan new URL" button and enter the URL of the website homepage


 



 

The ability to discover & connect workflow integrations from HubSpot

HubSpot Package: Pro/Enterprise
Date: April 2021

What is it? Combine the power of the HubSpot workflows tool with your favorite apps to help you automate business processes across tools and systems in one place. You can now trigger actions in apps from HubSpot workflows such as adding a card to Trello or adding a row to a Google Sheet.

How does it work? From the HubSpot workflow tool, add an action, then select “Connect an app.” Scroll or search for an app, select it, then hit “Connect.”
connect
Follow the prompts to install the app, then select it as an action for your workflow. Click here to learn more.

https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot#connect-apps-in-workflows



 

Use Slack Connect with HubSpot Slack Integration

HubSpot Package: Starter/Pro/Enterprise
Date: April 2021

What is it? Slack Connect allows multiple different companies to work together in the same Slack environment. Now, with Slack Connect, both you and your external contacts will be able to contribute to your Slack workspace and access all of Slack’s collaborative benefits. Slack Connect gives you the ability to:

Securely connect to external organisations: share a channel with up to 20 organisations to send messages, files and collaborate; Work more quickly alongside partners: directly message anyone inside / outside your organisation in real-time; Build stronger and more valuable relationships

How does it work? You can use Slack Connect / Shared Channel in HubSpot’s Slack integration exactly the same as you do today for any Slack channels that are not shared with external organisations.

All actions and slash commands will work the same way in Slack Connect channels as they do in regular Slack channels.

Note that when you ''post to channel', everyone in the channel will see what you post. Comments and links (unfurled) posted to the channel will be visible to all parties in the channel.

Additionally, external users in a shared channel cannot interact with the integration - HubSpot needs to be installed in the other workspace to interact with your own portal bot. This means that others in your shared channel will not be able to access data in HubSpot via the shared channel.

For more information on the Slack Integration, check out this knowledge base article. Please share your feedback here.
https://knowledge.hubspot.com/integrations/how-do-i-use-the-slack-integration



 

Deal Automation

HubSpot Package: Pro/Enterprise
Date: April 2020

What is it? Deal automation can help you keep your pipeline clean and updated so your reps have the clarity to understand which deals to prioritize to meet their goals, and managers have clear visibility into their pipeline.

Previously, this functionality was only available to Enterprise users.

Why does it matter? With deal automation, Pro+ Marketing, Sales, and Service users can now put lead nurturing and CRM property updates on autopilot. Customize your customer journey journey by triggering a workflow any time a deal stage changes or a prospect or customer visits a page or views a piece of content to move them to the next step in the process.

How does it work? Deal workflow types are now available and offered for anyone that has access to workflows and that's on a Pro plan or higher. You will now see a new workflow type called "Deal-based" when going through the normal steps of creating a workflow.

Note: Nothing in the UI has changed, this workflow type still exists and functions the same. This is just a scoping and packaging change. To select this workflow type, you will go through the following steps when creating a workflow:

Automation >
Workflows >
Create workflow >
"Start from Scratch" tab >
Select "Deal-based"

 



 

See where all objects are in a workflow

HubSpot Package: Starter/Pro/Enterprise
Date: March 2021

What is it? You can view exactly where objects are in a workflow, including any objects waiting at a delay, giving you more visibility into the customer journey and making it easier to edit, delete, and update your workflows to align with your strategy.

Why does it matter? This update will give you helpful context to understand the impact of making changes to your workflows without requiring any manual digging.

For example, you might want to pause a workflow that was only related to a limited time campaign or promo, but don't want customers to get stuck in the middle.

Now, you can see every stage where a contact might be waiting within a workflow, so that you can make sure each person on your contact list makes it through the full journey before retiring your campaign.

How does it work? Just like when reviewing objects waiting in a delay, click on the Objects in Action tab of any action, to see the objects waiting there, and for what reason.



 

Remove/Add to list action for company workflows

HubSpot Package: Starter/Pro/Enterprise
Date: March 2021

What is it? You can now automatically manage company lists using workflow actions! Create a workflow action to automatically add/remove companies from company lists in just a couple of clicks.

Why does it matter? You can now put some time back in your day by automating company list management.

This can make key campaigns like your ABM strategy easier to execute and scale over time while ensuring that the right message is sending to your target companies to keep you top of mind.

How does it work? In company workflows, go to the action panel to see two new actions:
Add to static list
Remove from static list

This will work the same way as using workflow actions to manage contact lists.



 

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