Utilising the newest and most innovative HubSpot updates will help your business fully unleash the power of the platform.
But with so many added every month, it can be hard to keep on top of those that bring real value to your business. This page solves the issue, informing you on the latest live updates from HubSpot, so that you can see for yourself which is applicable and useful as soon as they launch.
Marketing email analytics now in custom report builder: (Pro+): HubSpot's custom report builder just got a major upgrade with the addition of "Marketing Email Analytics" as a data source. Uncover valuable insights into email performance metrics like open rate and click-through rate, directly linked to your CRM data. Identify top-performing content and make data-driven decisions based on email analytics and contact data that supercharge your marketing campaigns.
View property info with new quick actions in the custom report builder: January 2023 (For everyone): When building reports in the custom report builder, you now have the ability to view information about a property before adding it to a report visualisation. 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.
Marketing email analytics now in custom report builder: December 2022 (For everyone): This update grants users access to key email performance metrics, such as open rate and click-through-rate, alongside the full power of CRM reporting. Forget about patching custom report data sources together with insights, exports, custom joins or calculations in outside systems.
New logged activity options: 21st September 2022 (For everyone): You can now manually log messages that you send on SMS, LinkedIn message, WhatsApp message, or postal mail to your CRM records. Configure which activity buttons appear in the record highlight card and reorder them for quicker access.
Login to HubSpot with Microsoft: (For everyone) July 2023: Logging into HubSpot is now simpler and easier than ever with expanded logins to include Microsoft, offering a more streamlined login experience for all customers.
Improved data sync setup user experience: 28th September 2022 (For everyone): The Collaboration Sidebar, including Commenting, Tasks and Calendar is now available inside the CMS editors, including Blog, Landing Pages and Website Pages. While commenting has existed in Marketing Hub and CMS Hub for a while, the feature hasn't been as deeply integrated into the overall workflow, this update changes things!
HubSpot and Zoom, associate meetings and notes to companies, deals and tickets: 21st July 2022 (For everyone): In this update, the HubSpot App for Zoom meetings now has an “Associations” tab, which gives the meeting host the ability to associate a meeting with existing HubSpot companies, deals, and tickets during a Zoom meeting. Now, meeting hosts can associate the call, and any notes from it, to existing HubSpot deals, companies, or tickets. This update makes it easy for meeting hosts to update HubSpot records with notes from meetings–while they are in the Zoom meetings.
Email log & Track Default Settings For Admins: February 2023 (For Everyone): Super admins can now configure email logging and tracking defaults for users of the Chrome and Office 365 extensions. With this update, super admins can ensure sellers who email prospects from Gmail or Outlook have their conversations automatically synced to the CRM.
Interactions filtering in Lists & Workflows: 24th August 2022 (For everyone): Media interaction events can now be used as filters when creating lists and workflows in HubSpot. These events happen when a customer views a video embedded into a HubSpot CMS-hosted page. This is available both for HubSpot Video (native video tool in HubSpot) and Media Bridge apps (for external media providers).
Sync more than 10 objects from Salesforce into HubSpot: 28th September 2022 (For everyone): With this update, HubSpot can now sync more object data from Salesforce into HubSpot custom objects. Map as many custom objects as you have purchased, you can find a full list of every Salesforce object in the knowledge base.
Default payment methods: 2nd August 2022 (For everyone): With another upgrade to HubSpot payments, customers can now select their preferences for which payment method they accept by default. HubSpot Payments supports card and ACH payment methods and at least one must be selected. These preferences are also used when a customer updates their payment information for subscriptions.
is another step towards consistency by helping customers use Custom Objects just like any object. Before, there was a message blocking this function. Now, the search bar is enabled and users can search across all activities.
Choose between multiple engagement types when logging a playbook (Sales and service pro +) July 2023: Playbook editors now have more control over logged engagements and CRM property updates. Choose engagement types (call, meeting, note, email) available for users to log upon completing a playbook. Users can update CRM properties without logging an engagement when desired. Flexibility for sales and support teams to customize playbook results. Simply select engagement types and enable or disable playbook submission logging.
Customise ‘create record’ form by pipeline: February 2023 (For everyone): Previously, admins were able to define properties presented to a user as visible or required when a record was created. Now, HubSpot are giving admins more control over properties that are presented to users by enabling them to set conditional logic based on deal, ticket, or custom object pipeline. Admins can now configure the “Create Ticket/Deal” forms so that depending on which pipeline a user selects, different properties appear as visible or required to users.
Dashboard on the Framework: February 2023 (For everyone): In this HubSpot update to forms, The Dashboard is now more consistent with other parts of the product. HubSpot have also made it easier to create and manage Folders, adding new filters and the ability to toggle dashboard columns. With these improvements, customers can expect a more consistent experience.
Workflows Custom Views and Sub-fodlers (Pro +) July 2023: HubSpot now offers custom workflow views with nested folders, simplifying organisation, search, and management of workflows. Easily understand the interconnections between workflows without digging into each one individually. No more external artefacts needed. Filter, group, and create a folder hierarchy that aligns with your automation strategy. Manage folders and subfolders effortlessly through the new "Folders" tab. Drag and drop workflows in bulk or individually for seamless organisation.
Drag and drop modules in the blog: November 2022 (Marketing and CMS pro+): In an effort to curb the time it takes for your marketing team to “hack” their way to adding rich content, this update allows users to drag and drop modules into the rich text area of your blog posts. Modules include forms, icons, meeting links, video and more.
Security Score Notifications: July 2023 (For everyone): Exciting news for admins… HubSpot's Security Center now sends notifications about actionable recommendations to enhance account security. These notifications alert admins, provide a direct link to the Security Center, and explain the significance of the recommendations. By proactively guiding admins to the Security Center, this update aims to ensure their account safety. Admins receive periodic opt-out notifications if their account needs improvement.
Three Important import updates: February 2023 (For everyone): After a brief beta period, three import features that give customers more granular control over their data as they bring it into HubSpot are now live for all customers. These import features are:
- The import mapping guide
- Custom unique IDs for deals, tickets, and custom objects
- Create/update only imports
Learn about the importance of this update here.
