As you well know, HubSpot is always reinventing itself to offer us better functionality and better ways to deliver an exceptional experience to our customers. That's why we're sharing the HubSpot updates for January 2023 here, so you can make the most of the platform.
The updates are as follows:
CRM Record Overview Available
- The Record Overview feature lets you add a summary tab to your CRM objects, where you can see the interaction history, relevant properties, and other data. Launched at INBOUND 2022 in beta, the customizable tool is now available for all portals with Pro and Enterprise subscriptions. / knowledge base
Playbooks and Properties
- Before, when using HubSpot playbooks during your calls, you could only update properties of the object where you logged the activity. Now, when using a playbook on an object, you can select which properties of associated objects you'd like to update. / demo and knowledge base
Changing List Types
- If you have an active list and would like to take a snapshot of all the contacts or companies in it, you can now convert it into a static list. When you open your list, you'll find the option to convert it to static in the "actions" menu. / how to do it
Calendar View Beta
- Before, when scheduling a meeting from a CRM object, you couldn't see your own availability, which meant users had to check their calendar in another tab at the same time. With this beta feature, you'll be able to view your own availability within HubSpot to schedule meetings on contacts, companies, deals, and tickets. / demo
New Certification in Spanish
- The new Inbound Marketing certification in Spanish has just been launched. This course comes completely revamped and updated to teach you how to develop the fundamental marketing processes that you and your clients need to grow and expand the customer base following the Inbound methodology. / certification
File Access Control
- With HubSpot's Files feature, you can organize all the assets you use in your content, sites, and landing pages. Now, one of the most requested features from our users is available: from now on, you can set access permissions for these files by teams in your company. With this update, you'll have more security and control over the content you upload to HubSpot. / knowledge base
Ticket Status in the Customer Portal
- The customer portal tool now lets you specify what stage your customers' tickets are in. Before, the feature only let you see whether a ticket was open or closed, while now you can show in the customer-facing portal what status the ticket is in, according to the different stages you have in your pipeline. To configure it, go to Settings > Website > Customer Portal > Template > Ticket status. / knowledge base
Meeting Links at Your Fingertips
- Looking for an easier way to share your meeting links? Now, HubSpot mobile app users can view and share meeting links from their phones. To find them, just go to the app on your mobile device and tap Menu > Meeting links. / check out the app
Beta Feature for Imports
- The new property mapping screen for the CRM object import process is available in beta. With this update, the HubSpot interface will show you which properties are required to create new records and update existing ones. To access the feature, click your profile picture > Product updates > Betas. / demo
Project Management Tool
- Finding efficiency in the implementation process is the challenge for 10 out of 10 partners. And do you know who can be your best ally along the way? Your own HubSpot portal! In the webinar "Partner to Partner Showcase: Build a Project Management Tool in HubSpot", our friends at Pearagon, partners from the United States, show us how they turned their HubSpot portal into a tool for managing services with their clients. / watch the session
Notification Presets
- Are you familiar with the presets tool? With it, you can create groups of predefined permissions to apply to the new users you create in a HubSpot account. Now, presets let you configure a notification profile so you can standardize the emails and alerts that other HubSpot users receive. / knowledge base
Cloning Products
- Managing products in your CRM? The feature just got an update that makes life easier for users with many products: now, you can clone them and create copies to make editing easier. The option is available in your product library, under Settings > Objects > Products. / community
Conversation Transfer
- The inbox tool has just been updated and will give you more control over conversation assignment methods. Before, when sending a conversation from one inbox to another, the conversation was left unassigned. Now, when you do so, you can define the conversation's assignment method: whether it will go to any active agent, the contact owner, or specific teams, among other options. / knowledge base
Email Analytics in Reports Beta
- HubSpot's custom report builder has a new data source: marketing email analytics. With this data set, you can bring information such as open rates and clicks on your bulk emails into your reports. The feature is in beta, and you can request it by going to your profile picture and clicking "product updates." / demo
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