Karman's Top Update of the Month
Public Exports API Endpoint: June 2023 (For everyone): Historically when it comes to API endpoints, developers have used a variety of workarounds, from leveraging the CRM Search API to webhooks, and even exporting all CRM data and filtering it down outside of HubSpot . None of these workarounds are ideal but this new updates amends all.
The public exports API will now allow customers to programmatically export CRM data for external reporting, or to bring data into third party data storage services.
Reporting and Forecasting
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.
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.
Google Analytics integration - Now compatible with GA4: 24th June 2022 (For everyone): The Google Analytics integration will now accept Google Analytics 4 (GA4) IDs. With scope to stop supporting google analytics 3 (GA3) in the near future, HubSpot are strongly urging users to soon adopt GA4. Further, On July 1, 2023, standard Universal Analytics properties will no longer process data, so it’s imperative users get used to the new function.
Get started here!
Workflows and Sequences
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).
Quotes and Payments
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.
Marketing, Sales and The Dashboard
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.
associations when a record is created: January 2023 (For everyone): This update will enable you to set associations as visible or required when a standard object record is created. You will be able to set both standard objects and custom objects as visible or required associations. Navigate to Object Settings, then click on “Customize ‘Create Record’ Form.”
Website and Landing Pages
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.
Self-hosted web fonts: November 2022 (For everyone): Google Fonts loaded using theme or module fields in Website Pages and Landing Pages will now serve the fonts from your domain name instead of Google's servers.
As a result of this, pages hosted on HubSpot that have Google Fonts selected within a theme/module field may see a small performance 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.
Property Validations for Date Picker Properties: December 2022 (Professional +): Want more control of your data? If your an admin, your in luck. In this update, HubSpot now allow clean, reliable, and accurate data into their system with data validations for date inputs. This will not only increase data quality for customers, but it will also allow customers to be more confident when making those tough business decisions by using data they can trust.