HUBSPOT PRODUCT UPDATE

HubSpot Sales Packages Update

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TABLE OF CONTENTS

  1. Zoom integration with Conversation Intelligence

    HubSpot Package: Enterprise
    Date: June 2021

  2. Pipeline Permissions - Partitioning of Deal and Ticket Pipelines

    HubSpot Package: Pro/Enterprise
    Date: June 2021

  3. Send Dashboard Emails with Dynamic Filters

    HubSpot Package: Dashboard
    Date: June 2021

  4. Follow-up Tasks on Mobile

    HubSpot Package: Mobile App Users Add-on
    Date: June 2021

  5. New Drag-and-Drop Content Creation and Analytics for Media Apps

    HubSpot Package: Integrations
    Date: June 2021

  6. Copy data from workflow actions

    HubSpot Package: Pro/Enterprise
    Date: June 2021

  7. Send SurveyMonkey Survey from HubSpot CRM

    HubSpot Package: All with SurveyMonkey account
    Date: May 2021

  8. "Skip if Known" Support on Import

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

  9. 25 New CRM & Sales Hub Built-For-HubSpot Apps

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

  10. New properties for Marketing Campaigns

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

  11. Associate your Ads with your Marketing Campaigns

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

  12. Manage default notifications for your account

    HubSpot Package: Enterprise
    Date: May 2021

  13. Score Property Usability Updates

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

  14. Deal Priority

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

  15. New "simple" workflows branch

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

  16. Geotargeting for the cookie banner

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

  17. Salesforce one-way custom object sync

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

  18. 7 new SEO audits avaliable in the SEO Tool

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

  19. Book a 30 minute meeting

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Zoom integration with Conversation Intelligence

HubSpot Package: Enterprise
Date: June 2021

What is it? HubSpot’s Zoom integration now works with Conversation Intelligence, allowing you to automatically record, transcribe, and analyze your calls.

With HubSpot’s Zoom integration you can now leverage Conversation Intelligence for your cloud recording and transcripts and get the most out of the call engagement features.

The new features allow you to:
1. Automatically record and transcribe calls for playback and archiving purposes
2. Coach on recorded calls with call speaker tracks, sharing, transcripts, and search
3. Access a full list of a team's calls in the call index. 4. Filter calls by object properties such as user, team, call outcome, and duration
5. Search across all recorded calls for key terms within global search
6. Quickly preview calls on associated records

How does it work? From the Zoom integration settings page in HubSpot select 'Sync data from recordings and transcripts'.

This is a portal-level setting:
Once you have enabled cloud recording in Zoom and checked the box in Zoom Integration settings to sync recording and transcript data, you will be able to see recording and transcripts for your Zoom meetings in your HubSpot CRM.

https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-zoom?_ga=2.45239652.1185943092.1563854878-1727830299.1513017962



 

Pipeline Permissions - Partitioning of Deal and Ticket Pipelines

HubSpot Package: Pro/Enterprise
Date: June 2021

What is it? In many cases, certain users/teams should only focus on (and have access to) one pipeline--e.g sales team A focused on sales pipeline A. Before this update, customers had no control over which users had access to which pipelines, resulting in users (particularly reps) navigating to irrelevant pipelines and creating data in the wrong places. In its first iteration, pipeline permissions addresses rep efficiency. The goal is to help reps be more efficient by obscuring restricted pipelines from view. 

How does it work? Navigate to pipeline settings for Deals or Tickets

2. Select the pipeline you want a user / team to have access to

3. Select Manage Access in the Options Dropdown, which will open the access side panel

4. Select the users and teams you want to have access to the pipeline.

Explicitly giving a user or team access to a pipeline will restrict access for all others. For users without permission, restricted pipelines will be greyed out in the HubSpot account on desktop and the mobile app. Restricted users can view a specific deal or ticket record if they are sent a direct link from a user with access to the pipeline. They will also see records from restricted pipelines as associations on records.


 

Send Dashboard Emails with Dynamic Filters

HubSpot Package: Dashboard
Date: June 2021

What is it? You can now send dashboard emails filtered by dynamic values such as "Owners: Me" or "Teams: My team" to all email recipients.

How does it work? Navigate to the dashboard you wish to email. Select Actions followed by Email this dashboard. Under the section labeled Dashboard context, select Send with filters. Select the dynamic filter you wish to apply and send the email. Each recipient will receive an email of the dashboard with data specific and relevant to them.



 

Follow-up Tasks on Mobile

HubSpot Package: Mobile App Users
Date: June 2021

What is it? Follow-up tasks are now available on the HubSpot Mobile App for Android and now iOS customers. Follow-up tasks help you set task reminders for follow-up actions resulting from a new note, logged call, meeting, or email from a contact, company, deal, ticket, or any other custom object. You can follow up on tasks by setting a due date and time, and a reminder notification sent to your phone.

How does it work? To create a follow-up task while writing a note or logging a call, email or meeting customers need to:
1. Simply toggle on the ‘Follow up task’ option in the corresponding create screen. A default due date and due time will be shown.
2. To modify it, tap to select a new predefined date or customize your preferred option. Similarly, change the default due time (10:00 AM) to a new one of your choice.
3. Optionally set a reminder if you wish to get notified by email or push notification (note: email and push notifications have to be previously enabled)


 

New Drag-and-Drop Content Creation and Analytics for Media Apps

HubSpot Package: Integrations
Date: June 2021

What is it? HubSpot have added a few new media apps which enable you to embed media, such as videos, podcasts, and images directly in HubSpot's drag-and-drop editors and then leverage engagement data in HubSpot's CRM platform and reporting.

The new media apps build on media bridge include: Wistia, Vidyard, Twenty Three, SproutVideo, Casted, Brandfolder, HippoVideo for Sales, Cincopa, Idomoo Personalised Video, Casted, Moovly, Frontify, Shootsta.



 

Copy data from workflow actions

HubSpot Package: Pro/Enterprise
Date:  June 2021

What is it? You can access more data from workflows and copy that data to set property values, unlocking more customisation and personalisation.

Why is it important? Previously, you could copy property values between objects, like, for example, between a contact and a deal. Now, you can also copy action data from actions to properties, allowing you to use workflows to power more customised and personalised customer journeys.

You will be able to access more details about the event in workflows using the copy property action, like the unique join link for each attendee. You can grab that URL and use the copy property action to save it in a custom contact property, so that it auto-populates a unique link within the registration confirmation email to each contact.

How does it work? In the Copy Property action, open the "Property or value to copy from" dropdown. In addition to the properties of the enrolled object, you'll now see any other workflow actions that produce data, and the available data from that action, which you can copy. Select the property or action data you care about, and save the action as you usually do.




 

Send SurveyMonkey Surveys from the HubSpot CRM

HubSpot Package: All with SurveyMonkey account
Date:  May 2021

What is it? You can now send your SurveyMonkey surveys directly from within the HubSpot CRM.

We have updated our integration with SurveyMonkey to allow you to have more sending options from within the HubSpot platform. You no longer need to go back to the SurveyMonkey platform to send your surveys, you can do this directly from within HubSpot via contact records.

Why does it matter? As a marketer, you use SurveyMonkey to send surveys to gather important information about your customers, as well as new leads. Switching between the SurveyMonkey platform, where your surveys are hosted, and the HubSpot platform, where your contacts are hosted, can be time-consuming.

The HubSpot SurveyMonkey integration allows you to seamlessly utilize the information within the HubSpot CRM and SurveyMonkey in the most efficient way to achieve your survey sending goals.

How does it work? Now you can easily send your surveys from within the HubSpot CRM - no more back and forth between HubSpot and SurveyMonkey to send out your surveys to your HubSpot contacts.

You can also see the status of your sent survey directly on your contact records in HubSpot so you know what contacts have responded to your surveys.

 

https://knowledge.hubspot.com/integrations/how-do-i-set-up-and-deploy-a-surveymonkey-survey-with-hubspot



 

"Skip if Known" Support on Import

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

What is it? A new option in Imports to skip updating a property on a record if HubSpot already has a value for it.

Why is it important? You use the import tool to add CRM data constantly -- HubSpot sees over 15,000 imports a day. In some of those cases, the data being imported may be outdated compared to what's already in HubSpot. For example, imagine your Operations team looking to get an internal system and HubSpot in sync -- some properties may already be known and up-to-date in HubSpot, but others may not.

Rather than needing to painstakingly review the information, or winging it and hoping the overwrites aren't too problematic, here's a new and improved option: skip overwriting if a value already exists.

This change matters because having quality data you can rely on in your CRM is the number one job of a CRM in the first place. Being able to rely on HubSpot as a platform of record means the data there is reliable, and you can create processes to add to it consistently, without fear of overwriting and/or losing the most up-to-date version.

How does it work? During the property mapping step of the import flow, you can check a box labeled "Don't override existing value", and if HubSpot has a value for a property on a particular record, that property value won't be updated by the import. That's it!

Skip if known screenshot.


 

25 New CRM & Sales Hub Built-For-HubSpot Apps

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

What is it? Now live is a new set of 25 built-for-HubSpot Sales Hub & CRM apps created by partners in HubSpot's App Partner Accelerator program.

How does it work? Navigate to the App Marketplace to search for and install these apps. Within each app’s listing page is a description of how it works, how to install it, and other general information such as pricing and terms.



 

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.



 

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.




 

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.



 

Deal Priority

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

What is it? You can now set the level of attention needed on a deal with the new default deal priority property. This property will appear on deal board cards -- just like it does for ticket board cards.

How does it work? The priority property will appear in the "about this deal" section of the record sidebar. If you do not see it, this means you customised the record sidebar. You can customise the sidebar again to have the property appear or simply set the property in all properties.


 

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


 

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