We've reached March and we're keeping our foot on the gas. This edition is loaded with updates so you can keep boosting your results in HubSpot. The star of the show is the Customer Agent, which you can now try free for 28 days in production without using credits. In addition, new tools have been added to keep your account always organized, along with key workflow improvements and location-based access controls to strengthen security. All this and much more awaits you. Enjoy the read! 📊✨
😌 Customer Agent:
28 days free to test in production. The free trial period starts as soon as you activate the agent. You can test it with real customers without spending credits. 🔗 Start your trial period
📌 Account cleanup:
Account organization in one place. Admins now have automatic and manual tools to identify and remove unused assets, keeping the account always organized. 🔗 Start your cleanup with this update
🕹️ Restore properties modified by workflows with a single click.
The new CRM Workflow Property Restore lets you undo changes made by workflows in the last 14 days. No more manually fixing records one by one. 🔗 Learn more about how to restore them here
👛 Associate quotes with custom objects.
You can now link a quote to any custom object in your CRM. More context and precision in more complex sales processes. 🔗 Learn more about this association
📝 Add comments directly to workflow triggers.
In addition to actions, triggers now also accept comments. Documenting and explaining how a workflow starts is now much easier for your team. 🔗 Learn how to add your comments today
🗓️ The Customer Agent learns from XLS spreadsheets.
The agent could already read spreadsheets, but now it also reads files in XLS format. Another knowledge source with no additional setup needed. 🔗 Learn how to make your agent learn from your spreadsheets
🔃 Claude now creates and updates records in your CRM.
The HubSpot connector for Claude has evolved: in addition to querying data, you can ask it to create contacts and deals, log notes, and access the complete interaction history. 🔗 Learn more about updating your records
📧 Email property with native validation.
Create email fields with built-in format validation and restrict accepted domains. Cleaner data from the moment of capture. 🔗 Create your email fields now
🔍 4 new news signals to monitor target accounts:
Industry recognition, office closures, physical expansion, and regulatory approval have arrived in Buyer Intent. Reach out at the right moment, with real context. 🔗 Learn more about this update now
🌐 Brand identity: Update your brand voice directly from your website.
HubSpot now monitors your website to keep your brand identity always up to date. Your manual settings remain intact, and you see exactly where the data comes from. 🔗 Learn more about updating your brand voice
🖥️ Retroactive SLAs in the Help Desk
Changed your SLA settings and don't want to leave ongoing tickets behind? You can now apply the new rules to existing tickets without doing it manually. 🔗 Learn about all the rules now
💻 Brand Identity with website crawling
HubSpot now analyzes your site and automatically updates brand identity, voice, tone, and context. Your manual settings remain intact, and you can always see the source of each data point 🔗 Learn about the update now
🤓 Custom instructions for the Customer Agent
You can now define how your Customer Agent communicates: tone, style, predefined responses, and action limits. More control over the experience your customers receive 🔗 Learn about the update for your agent
👩🏫 Customer Agent with per-channel configuration
The Customer Agent can now behave differently depending on the channel. One configuration for real-time messages and another for asynchronous emails, each context with its own rules. 🔗 Learn about the configurations now
☝️ Billing and purchase data in quotes
Add the purchase order number, NIF/CIF, billing address, and direct contact to quotes. The buyer can review and edit the information before signing. 🔗 Learn more about this update
✍️ Notes in the Help Desk replace comments
Notes arrive in the Help Desk as the new standard for internal collaboration, the same model that already exists across the rest of the platform. More consistency, less fragmentation. 🔗 Learn about notes in the Help Desk
💭 Bulk team import via CSV
Creating team hierarchies in HubSpot used to be manual and time-consuming. Now, a CSV file can build the entire structure in minutes. Ideal for large portals. 🔗 Learn about creating hierarchies now
⏰ Time zone in date and time imports
When importing date and time properties, you can now include the time zone offset directly in the file, with no need to convert the data beforehand. 🔗 Learn how to import these properties
🗺️ Login restrictions by geographic location
In addition to IP control, admins can now restrict logins by city, state, or country. More security for accounts with distributed teams, without the need for advanced technical knowledge 🔗 Learn about all the restrictions today
HubSpot in the Media 📰
- From casual plan to scheduled experience: the new era of concerts.
Sold-out shows no longer depend solely on the artist's name, as Andrés Aranda, HubSpot's Sales Director for Latin America, sums it up. Read the full article
This Week's Findings 🔍
HubSpot as an agentic platform:
what does it mean in practice?
Discover the new "Agentic Customer Platform": CRM, data, and AI agents work as a team to execute key tasks. The secret: agents need customer context to generate results. And that's exactly where HubSpot is placing its bet 🤖 Learn how to give them context
Not a HubSpot user yet and interested in growing your company?🚀 Or are you already using it and would like to multiply your results? 📊
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