Exclusive Roundup of HubSpot's July Updates

In this monthly edition, Digitalegy brings you an essential roundup of HubSpot's most important updates, designed to accelerate your growth and optimize your operations. We'll dive into artificial intelligence innovations, such as the new "AI Services in a Box" playbook so you can create your own AI offerings, and the "Report Remix" tool that will improve your analytics.

You'll also discover crucial platform improvements, from a revamped CRM board experience for more visual management and the direct calling feature in the app, to Lookalike Lists to optimize your campaigns and updates to the Customer Agent. We'll also explore the new "Sourced Points" category that rewards your prospecting and a key marketing guide for a world without clicks to secure the future of your strategies.

Keep reading to find out how these new features will transform your work in HubSpot!

Create Lookalike Lists =

• HubSpot's marketing tools have just been strengthened with the new Lookalike Lists feature. You can now identify and segment contacts who share characteristics and behaviors with your best customers, whether for marketing campaigns, audience syncing for ads, or passing leads to the sales team. Just select your source list, define the size of the final list, and exclude unwanted contacts. To learn more about how this tool can optimize your acquisition strategies, access more details on this page.
  

Customer Agent Improvements 🤖

• Great news! The Customer Agent has been improved to deliver even faster, clearer, and more accurate answers to customers. These updates allow it to find information in your support documents more effectively, even when it's buried deep, and to cite sources more accurately to increase trust. In addition, the tool is now smarter at understanding customer questions, regardless of how they phrase them, and more responsive in different languages. All of this translates into more efficient and satisfying support for your customers. To learn more, access the details on this page.

Automate Currency Conversion 💱

• It's time to simplify financial management: you can now enable automatic exchange rate updates in HubSpot! This feature eliminates the need for manual entries, saving time and increasing accuracy. You can now choose the update frequency (monthly, quarterly, or yearly), and once it's enabled, rates will adjust automatically based on the first day of the selected period. Keep in mind that for closed deals, the recorded exchange rate will be the one from the close date, ensuring the accuracy of historical data. Get all the details now.

Summary of Your Day in the Sales Workspace ✉️

• To help sales teams start the day better prepared, a morning email is sent with the most important actions. Sent automatically to Sales Workspace users, the daily summary highlights pending tasks, such as calls to make and emails to send, and also lists the day's upcoming meetings. With this, sales reps can better prioritize their day and make sure no important task is forgotten, all without having to check multiple systems. Learn more about this update here.
  

Manage Your Video Subtitles in Multiple Languages 🗣️

• A new feature has just been launched that translates and burns subtitles in multiple languages directly into your videos. HubSpot's artificial intelligence transcribes, translates, and permanently embeds the subtitles in the file, and you can customize the font style, color, and position. This allows marketing teams to efficiently localize content for different markets, increasing reach and engagement on social media, where videos are often played without sound. Get all the details on the update here.

New Board Experience in CRM 📋

• Board view is now available for contacts and companies, and the experience has been redesigned across all CRM boards, including deals and tickets. With this update, you can organize records by lifecycle stage for convenient, real-time visualization. This translates into greater productivity for teams, who can prioritize tasks more clearly, identify opportunities, and manage relationships visually. Get more information on this page .

Calling in the HubSpot App 📲

• You can now answer calls from HubSpot numbers directly from the app. Just select the app as your preferred ring option and calls will be routed to your phone. Caller ID will show the contact's name and company, and during the conversation, you'll be able to take notes, access the contact record, and record the call. Discover all the details here .
  
  

Change or Disconnect Form Field Properties 🔢

• HubSpot just launched an update that simplifies form management: you can now change or disconnect a field's property without having to delete it and recreate it. This improvement is a major step forward in time savings and flexibility, making form creation and adjustments much faster and more intuitive. Get more information about the update here .
  
  

New Report Remix 🔁

• Data analysis in HubSpot has become smarter with the new Report Remix. This AI-powered tool uses an existing report as a base to generate new visualizations from the same data. The goal is to make data exploration easier and help you quickly find answers to new business questions without having to build everything from scratch. Learn everything you need to know about Report Remix now.
  

What Else Happened This Month? 

• Custom object associations via Zapier

• Bring your brand voice to the Customer Agent

• Create URL properties

• Clone records in the CRM

• Create new content from multiple inputs in Content Remix

• Identify outdated reports
• Conditional properties on deals, tickets, and custom objects
• New record summary action in workflows
• New dashboards for the Sales Workspace

Get Inspired

How the HubSpot Ecosystem Is Using AI 🌐

• In the age of artificial intelligence, we have a $30 billion opportunity to lead the digital transformation of small and medium-sized businesses. A great example is Fuelius, a Diamond partner in the Europe region, which is building AI-focused solutions to redefine its clients' growth. Its experience shows how partners are uniquely positioned to guide this change and capture this huge market opportunity. To learn more, watch the content here.

The Marketing Playbook for a World Without Clicks 🖱️

• Traditional marketing is being transformed by artificial intelligence, which requires a new strategy focused on a world with fewer clicks. The focus must now shift from search engine optimization to building a strong, multifaceted brand with video and audio content. Get more information in the article by Kieran Flanagan , HubSpot's SVP of Marketing.

 

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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