HubSpot Updates - July 2023

We're back! Rested, recharged, and ready to go all in on the second half of 2023. That means the second quarter of the year is over, and HubSpot keeps giving us more and more tools to boost our growth, so here are this month's HubSpot updates. 👇🏻

New Integrations in the Marketplace

• The HubSpot App Marketplace closed out the month in a big way: 70 new integrations are now available for you to explore, use, and get more out of the platforms integrated with your CRM. / App marketplace

Marking Quotes as Signed

• You can now mark a quote as signed! This update will give you even clearer and more consistent data in your reports, and also let you know how many quotes are still waiting to be signed so you can better track your negotiations. To use it, open your deal and, in the sidebar, click "actions" and then "mark as signed" in the quotes section. / Screenshot

Meeting Rotation • Beta

• • Before, BDRs and SDRs who scheduled meetings on behalf of a sales team had to use scheduling pages or look for workarounds. Now, in addition to being able to schedule meetings on behalf of other people, Sales Hub Pro+ users can select a meeting rotation through the CRM, which lets HubSpot tell the user which rep is next in line to receive the meeting. / Knowledge base

Required Line Item on Deals

• Who doesn't like having clear information in the CRM? Life for CRM professionals will get easier with this update. Now, in the deal creation form, you can make association with a line item (a.k.a. product) required. / Knowledge base
  
  

Activities in Data Models

• Now, the tool that lets you see the data structure in your CRM includes activities as a new object. The change helps CRM or operations professionals better organize the data structure in HubSpot. / HubSpot data model
  
  

New Views for Marketing Assets • beta

• Do you have a lot of marketing assets created in your portal? The views feature just got an update that makes it even more robust. You can now add the "or" condition when combining criteria for viewing assets. / Screenshot
  
  

HubSpot AI Roadmap

• If your focus is on offering artificial intelligence services and making the most of HubSpot's tools, don't miss the latest product roadmap specifically for AI tools. / Hubspot
  
  

Business Hours for Inbound Calls

• If you're taking advantage of the inbound calling feature, you can't miss this update that lets you set your business hours to define when you can receive calls in HubSpot. / Knowledge base
  
  

Custom Objects in the Search Bar

• If you need to search for custom objects, the search bar has a new update that makes it more complete. Now, typing part of a custom object's property value will be enough to find it through your portal's search engine. / Screenshot

Get Inspired

State of Sales 2023

• HubSpot's latest report on the state of sales in 2023 is now available. The report surveyed 1,000 sales leaders from Mexico, Colombia, Chile, and Spain to discover their teams' challenges and the tools they use day to day. Don't forget to use the insights in your next marketing campaigns. / Report
  
  

New WhatsApp Course in HubSpot Academy

• Juanita and her friends are back, now with the new course on HubSpot's native integration with WhatsApp. In the course, you'll learn how to communicate easily with your prospects and customers, follow up on conversations effectively, and build stronger relationships with your contacts using HubSpot's native WhatsApp integration. / Hubspot Academy
  
  

Change Management in a CRM Migration

• Migrating data from one CRM to another requires more than just technical skills. To ensure your migration's success, it's important to have strategic guidance throughout the entire migration. In this new Academy lesson, you'll learn about the most common models for managing change and how to apply best practices to a CRM data migration. / Hubspot academy

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