HubSpot Updates - August 2023

We had a pretty busy month around here. That also means there's a lot of news in HubSpot and improvements for you. For users of the WhatsApp integration with HubSpot, there are new features that will make managing conversations easier. If you missed anything this month, I'll tell you all about it here. 🗣️👥

INBOUND Kicks Off on September 6. You Can't Miss It! [Live]

INBOUND is the most important event of the year for those of us dedicated to business growth. It's where HubSpot “launches its new iPhone” and presents its strategic vision for the following year. We'll be there in person; however, attending the event in person isn't always an option. But that doesn't mean you can't take advantage of what's coming in the next few weeks.

Here are some recommendations on how to make the most of this moment. 

• With INBOUND, a series of new marketing assets are launched. Use them to create new marketing campaigns for your products and services.
• There will be news about the HubSpot implementation process.
• Major updates and topics of general relevance for #businessgrowth.
• Watch the event sessions on the official HubSpot YouTube channel.
• We invite you to check out the full agenda of the event and register for the topics you're most interested in.

What's Up With HubSpot Betas?

• More and more people ask us how to access HubSpot betas and explore new features before anyone else, so I'll explain it a bit more here:
   
  • When HubSpot has test features in development (a.k.a. betas), they go through two stages: private and public. Private betas are features that are available only to some portals (usually because they're in early stages), while public betas are the ones that are available to everyone and for which customers must request access.
    
    Now, both private and public betas will be available for super admins to request access directly through their portal. Just click Profile picture > Product updates > Beta access. Or remember that you can always request it from your Digitalegia consultant.

Calls as an Object in Reports

• How many outbound calls were made by a user that contain the word "cancellation" in the call notes? How many inbound calls lasted more than 5 minutes? Which users are on the phone for more than 10 minutes without logging the call outcome? All these reports are excellent tools to better analyze call activity, and they can be easily created with the new feature that lets you add calls as an object in your reports. / Knowledge base
  
  

Updates to the WhatsApp Integration

• This month, the native integration between HubSpot and WhatsApp comes with three new features that will improve the user experience:
   
  • Read receipts: you'll be able to see when a message was sent and read by users, as long as they have given consent for us to have this information.
  • Metadata: the details of who sends and receives content will appear when you click on the header of the message. This allows better control for inboxes with many connected numbers.
  • Quarantine: messages that don't comply with WhatsApp usage policies will be flagged.
  • Move messages between inboxes: messages moved from one inbox to another can be replied to, regardless of the original inbox.
    
    

Products in Free Accounts

• Products created in HubSpot are no longer a feature for paid users and are now available in free accounts. From the free CRM, any company can create products to associate with their deals. / Knowledge base
  
  
  

Deal Lists • Beta

• The HubSpot Community asked for it: now, the lists feature lets you create lists based on deals, in addition to contacts and companies. This update will enable higher levels of productivity for sales reps, operations professionals, and sales managers in charge of overseeing and managing deals. / Hubspot Community

AI Roadmap

• Want to learn about HubSpot's product launches related to artificial intelligence? The roadmap for the second half of 2023 is now available for you to review and share with your customers. There are features for predictive sales forecasting, AI for chatbots, and much more. / Hubspot
  
  

Report on Deals Generated by Sequences • Beta

• The email sequence analytics dashboard now includes two new metrics you can monitor: deal rate and total revenue. The new KPIs will show the percentage of contacts enrolled in a sequence that led to the creation of a deal and the total value of closed deals influenced by the sequence. To access the feature, follow the beta access steps. / Screenshot
  
  

Retroactive Email Logging • Beta

• When salespeople send or receive emails from Gmail or Outlook, they often forget to log them in the CRM or need a way to log their emails to the right contacts, companies, and deals without having to wait for a reply from a prospect. Now, users of the sales extension will be able to log emails retroactively. To use the feature, all you have to do is use the log email button that appears in your Gmail or Outlook. / Hubspot community
  
  

Sending Reports via Slack • Beta

• More and more organizations keep working in Slack. That's why the ways you can share HubSpot reports and dashboards with your team are expanding. Customers who use the Slack integration can now share HubSpot reports and dashboards in any public channel or directly with a member of your team. / Knowledge base

Usage and Adoption in Data Models • Beta

• The Data Model Overview tool now lets users quickly understand the integrity and adoption of their data. The new usage tab includes an overview of properties, as well as information about the most recent import. For contacts, companies, deals, and tickets, users will now be able to see how many properties are in use. There's also a new "Used in" tab that shows how many and which reports, workflows, and lists leverage a specific object type. Customers with Operations Hub Pro or Enterprise will see an even more complete data set, including a list of potential duplicate properties.

Emails Logged to Custom Objects • Beta

• Do you have custom objects in your CRM and need to associate them with emails you send through Gmail or Office 365? Now, emails sent through your email client can be logged to custom objects in HubSpot from the sales extension. When you request beta access, you'll see the new objects in your email's associations list. / Screenshot
  
  

Conditional Properties by Custom Object Pipeline

• You can now set conditional properties for custom objects by pipeline. If you use different custom object pipelines, you can make sure you have the right information in each of them by setting different conditional properties. / Knowledge base

AI Conversation Summaries • Beta

• Are the conversations that reach your inbox very long and hard to follow? Don't worry, because our friend artificial intelligence is here to summarize the entire conversation with a new summary button for conversation inboxes. To access the new feature, look for it in your portal's beta list. / Screenshot
  
  

Contacts API Update

• We asked for support for creating contacts with associations, and they did it! Contacts API users usually have a clear idea of the specific associations they'd like to set up when creating a new contact. With this update, our platform lets you create a contact via API and associate it with other objects, all in the same request. / HubSpot for developers

Email and Form Assignment in Inboxes • Beta

• Assigning emails and forms in a shared inbox can be confusing. Many teams expect assignment to take user availability into account when evaluating which user to assign the conversation to. With this update, inbox admins will have better customization options when setting up conversation assignment.

Aircall & Conversation Analysis

• Aircall has officially launched its integration with HubSpot's Conversation Intelligence and coaching tools. Now, Aircall customers can listen to their recordings, view call transcripts, create playlists, and coach their team from HubSpot. / App marketplace
  
  

Bulk Consent for WhatsApp

• Currently, a contact's consent to receive WhatsApp messages can only be changed through the contact record or if the contact decides to opt in using keywords. This process works for individual contacts, but it causes friction when updating consent at scale. Now, HubSpot users can use actions to bulk update the WhatsApp consent of one or more contacts in their portal. / Knowledge base
  
  

Goal Template Library

• Discovering and creating goals is easier than ever with the new goal template library. Goals help you enable teams to focus on the metrics that matter most for business growth. With this update, users will be able to easily explore the different options available to them in just a few clicks. To access the feature, click on the menu Reports > Goals > Create goal > Create from a template.

Trigger Sequences From Salesforce • Beta

• If you're using Salesforce as your CRM and HubSpot for prospecting, you can now enroll a contact in a sequence directly from Salesforce through the HubSpot Visualforce window. No more going back and forth between HubSpot and Salesforce! / Knowledge base

Get Inspired

New Sales Hub Starter Course

• The HubSpot universe has many enthusiasts who love learning about the platform and making it better every day. But in life, not everything is rosy. There are many users who have never used a CRM and are having the experience for the first time. This group finds it hard to adopt a new platform. Our friends at HubSpot Academy have just launched a new course covering the basics of Sales Hub Starter for beginner users. / Hubspot Academy
  
  

Certification Playlists

• Are you structuring your team onboarding and training process? Take advantage of HubSpot Academy's latest feature: you can now create playlists of lessons and certifications. This new feature will let you standardize and structure your team onboarding process. / Knowledge base

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