HUBSPOT PRODUCT UPDATE

HubSpot Service Packages Update

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TABLE OF CONTENTS

  1. See Multiple Survey Responses via SurveyMonkey Integration

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

  2. New "simple" workflows branch

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

  3. Deal Priority

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

  4. Report on Call Objects and Tracked Terms with Conversation Intelligence

    HubSpot Package: Enterprise
    Date: October 2021

  5. Email Associations in Outlook Desktop Add-In

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

  6. Chatflow permissions 

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

  7. Custom Surveys

    HubSpot Package: Pro/Enterprise
    Date: August 2021

  8. Workflows that leverage data from associated tickets and conversations

    HubSpot Package: Pro/Enterprise
    Date: June 2021

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

    HubSpot Package: Integrations
    Date: June 2021

  10. Feedback Submission Workflow

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

  11. Copy data from workflow actions

    HubSpot Package: Pro/Enterprise
    Date: June 2021

  12. Send SurveyMonkey Surveys from the HubSpor CRM

    HubSpot Package: All with SurveyMonkey account
    Date: May 2021

  13. "Skip if Known" Support on Import

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

  14. New properties for Marketing Campaigns

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

  15. Associate your Ads with your Marketing Campaign

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

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

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

  17. Manage default notifications for your account

    HubSpot Package: Enterprise
    Date: May 2021

  18. Score Property Usability Updates

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

  19. Book a 30 minute meeting

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See Multiple Survey Responses via SurveyMonkey Integration

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

What is it? HubSpot's SurveyMonkey integration now has the ability to display multiple survey responses within HubSpot's contact records, including multiple responses that a respondent may provide on the same SurveyMonkey survey.

Why does it matter? Previously, when a respondent submitted multiple responses to a SurveyMonkey survey, only the most recent one would display in HubSpot contact records. This meant that some of the historical data gathered via surveys were not available within HubSpot, leaving out important context about contacts.

How does it work? When your respondent sends multiple survey responses via SurveyMonkey, you will now see details of each survey response directly on their HubSpot contact record.


 

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.



 

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.



 

Report on Call Objects and Tracked Terms with Conversation Intelligence

HubSpot Package: Enterprise
Date: October 2021

What is it? You can get immediate insight into what was talked about on sales calls and report on their contents at scale to easily find calls of interest, identify coaching opportunities, and monitor trends.

Why does it matter? Sales managers don’t have time to sift through hours of calls to find a coachable moment or identify trends in sales conversations. By tracking mentions of the topics you care about, you can know immediately whether or not a call is worth listening to and get right to sharing your feedback, making coaching efficient and painless for you and your reps.

Why does it matter? Sales managers don’t have time to sift through hours of calls to find a coachable moment or identify trends in sales conversations. By tracking mentions of the topics you care about, you can know immediately whether or not a call is worth listening to and get right to sharing your feedback, making coaching efficient and painless for you and your reps.

How does it work? Add tracked terms and categories on settings page (Settings > Objects > Activities) or directly from the call review screen. Now, HubSpot's conversation intelligence will start listening for your tracked terms on calls. This will work for all calls moving forward that are transcribed in HubSpot (whether they are created in Zoom, HubSpot Calling, or a third party).


 

Email Associations in Outlook Desktop Add-In

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

What is it? When composing or replying to emails from the Outlook Desktop App, you will now have the ability to select which records (contacts, companies, deals, and tickets) the emails will be associated with. When reviewing sent emails, you'll be able to change the association of the email.

Why does it matter? It's important for emails to be logged to the proper records in order for teams to have the most accurate and up to date information in their CRM. Logging emails to the wrong records creates messy data in the CRM and makes it harder to track and get the context that you need. Previously, HubSpot would log to the five most recent deals and companies but that did not give users the control they needed to make the right associations. This update gives users more granular control over email associations and brings all of HubSpot's email extensions to parity by giving users the ability to associate emails to specific records.

How does it work? In your Outlook for Desktop inbox, enter one or multiple email addresses into the TO field and you'll see associated companies, deals, and tickets represented below the Log and Track option. From here, you can select exactly which contact, company, deal, or ticket record you want the email to log to. In your Outlook add-in settings, you can select which objects each email should associate to by default. For example, users can specify whether emails should get logged to new contacts or to deals for example. After you've sent the email, you can view the email in your sent folder in your inbox. From there, you can adjust the associations.


 

Chatflow permissions 

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

What is it? You now have granular permissions for edit/write access to chatflows.

Previously, you were forced to give admin access to anyone that managed your chatflows, which gave them access to do almost everything in HubSpot.

How does it work? Once the permission is toggled on, you can both edit and publish/write the changes to production. Users who already have conversation admin access will default to having this functionality turned on.


 

Custom Surveys

HubSpot Package: Pro/Enterprise
Date:  August 2021

What is it? HubSpot built Custom Surveys, so you can solicit the feedback you need for your unique product or service and deepen your customer relationships.
Now you can add unlimited questions, use diverse question types (star ratings, radio select, text fields), and easily share your survey with a link in an email.

Why does it matter? In the past, HubSpot only offered industry-standard feedback survey types such as CSAT, CES, and NPS surveys that had limited customizations. With custom surveys, you will now be able to personalize the survey questions to suit your unique business needs and get more meaningful feedback from your customers.

How does it work? While creating a feedback survey, select "Custom survey" when prompted to choose the survey type.
Choose to deliver your survey by email or by a shareable link.
Build your custom survey by selecting from a variety of question types such as number ratings, sentiment, radio buttons, checkboxes, dropdown, single-line text, multi-line text, and date.
Create a new property or choose an existing property for each survey question. These properties will allow you to aggregate data by question type across multiple surveys. (For example, if you send out a survey every month to your customers, you can easily analyze how responses change over time).

 


 

Workflows that leverage data from associated tickets and conversations

HubSpot Package: Pro/Enterprise
Date: June 2021

What is it? HubSpot have launched the ability to leverage ticket/conversation data in workflows to create workflows based on conversation data or vice versa.

How does it work? Navigate to the ticket-based workflow and customers can now use associated conversation data to set enrollment triggers.

Conversation data in ticket-based workflows
In conversation-based workflows, customers can now also use associated ticket data for conversation enrollment triggers, copy/clear/set properties to the ticket object, and create an associated ticket record.



 

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.

 



 

Feedback Submissions Workflow

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

What is it? You can now create workflows that trigger off feedback submissions.

Why does it matter? With Feedback Submissions based workflows, you can automate your follow up actions based on customer rating, sentiment, response to a specific question etc. in a feedback survey.

How does it work? You can enrol records and trigger feedback submission based workflows based on a feedback submission property or contact property or ticket property.

Feedback Submission based workflow
Based on the trigger, you can automate various actions such as sending internal emails or slack notifications etc.



 

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.

 


 

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.

 


 

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.



 

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