At Digitalegy, we know that keeping up with HubSpot can be a challenge. That's why, month after month, we distill the most important announcements for you straight from the source. This March has arrived packed with new features: from native contract management to the expansion of artificial intelligence in your CRM. Here's a roundup of what you need to know to get the most out of your platform.
⚡ Highlights of the Month
📄 Native Contracts in Commerce Hub
Forget about spreadsheets. You can now manage contracts directly in HubSpot. From the first agreement to renewal, upgrades, downgrades, and renewals automatically become quotes with a complete history. Everything is more transparent and centralized.
👥 Buying Groups: Identify the Decision-Makers
HubSpot has natively integrated functionality similar to OrgChartHub. You can now visualize the buying group for each account, identify who decides, who influences, and who approves, and spot gaps in relationships to protect your deals all the way to close.
🤖 The ChatGPT Connector Has Expanded
Good news for teams using AI. The ChatGPT connector now supports the same objects and actions as the Claude connector, through the full MCP protocol. This enables much deeper interactions and respects all user permissions.
📊 Custom Events Now Available for Pro Customers
Previously exclusive to Enterprise, customers on Pro plans can now create custom events, send data through the API, and use them in workflows, segments, and reports. A game changer for tailored analytics.
🎓 Custom Content in HubSpot Academy (Beta)
Admins can upload their own content to HubSpot Academy and create internal learning paths. Ideal for making new employee onboarding more relevant and speeding up platform adoption.
🔗 Link Quotes to Custom Objects
You can now link quotes to any custom object. Each quote will reflect the correct configuration and be accessible directly from the object's record. More organization and financial context.
💬 Send WhatsApp Templates at Any Time
Previously, you could only send WhatsApp templates after 24 hours without interaction. That has changed: agents can send templates whenever they want, even during an active conversation. Smoother communication.
🧠 Data Agent Now Accesses Emails, Notes, and Transcripts
The Data Agent AI assistant has expanded its sources. It now looks up emails, notes, and call and meeting transcripts to give you more complete and accurate information about your customers.
🧹 Account Cleanup With Customizable Filters
Define custom criteria for automatic asset cleanup. Each asset type (such as contacts or companies) can have its own policy, preventing important items from being deleted by mistake.
📧 Automatic Contact Creation From Emails
This feature, previously limited to team inboxes in Service Hub, now also works with connected personal email accounts. If someone writes to you from an unknown email address, HubSpot can automatically create a new contact in the CRM.
🔄 Other Important Updates
-
Multi-object sync from Data Studio: Integrate several objects at once from Data Studio into your CRM and create associations between them during the sync.
-
New "Connection Insights" tab: A hub to view the performance of your integrated apps, activity, automation, API, and disconnections.
-
New operators for conditional properties: Smarter rules with options like "is known", "is any of", and "is none of".
-
Create associations based on existing associations: More powerful workflows that use previous relationships to create new connections automatically.
-
Email frequency by brand: Granular control to prevent over-sending, adjusting the communication pace for each brand without single global limits.
-
Custom chat flow prioritization: Define the order of your chat flows without drag and drop (ideal for large setups).
-
Prerecorded voicemail messages in the dialer: Boost your sales team's productivity by setting up automatic voicemail messages during calls.
-
Coexistence and new WhatsApp home page: Use WhatsApp Business and HubSpot on the same number without conflicts, and manage everything (messages, templates, reports) from a new hub within HubSpot.
📈 HubSpot in the Media (Latin America)
This month, HubSpot has had a strong focus on customer experience and active listening in the region:
At Digitalegy, we can help you set up active listening and automation systems so this doesn't happen to you.
🔍 Find of the Week (for Your Inspiration)
Want to show buying intent to your team or customers? A HubSpot sales manager recorded a reference demo where you can:
Identify anonymous companies visiting your website.
Filter by buying intent.
Automate actions through workflows.
Ideal for helping your sales team reach out at just the right time.
At Digitalegy, as HubSpot experts, we don't just tell you about what's new; we help you implement it so your CRM works for you. Want to see how any of these updates can boost your business? Contact us 👇
↓↓↓ BOOK AN ADVISORY SESSION WITH A CONSULTANT ↓↓↓
