HubSpot Updates - July 2024

We're getting closer and closer to INBOUND week! That means a faster pace of launches and new features in HubSpot.

We are very excited to share that, once again, Digitalegy will be present at INBOUND 2024, the biggest event organized by HubSpot, and this time as Diamond Partners, 10 years after starting this adventure, thanks to the effort and work of each of the people who make up what is today our RevOps company and, of course, to our more than 150 clients who have trusted us and allowed us to be part of their story by helping them grow their companies.

Below, we share some updates to the workflow tools that will help you improve your strategy and get more detailed analytics and metrics.

Custom Call Properties  

• If you're looking for deeper insight into the calls you make in the CRM, this new update is for you: you can now create custom properties for calls made in HubSpot. This means a greater ability to segment data in the CRM, which also enables much deeper analysis of the calls made by sales and service teams. Learn more here.

 Custom Object Sync With Zapier  

• The integration between HubSpot and Zapier now supports syncing custom objects. This makes it possible to build more relevant automations between different platforms that need to connect to HubSpot through Zapier. If you don't use the tool yet, learn more about the integration and the updates.
  
  

 Visualizing Object Behavior in Workflows  

• Understanding how an object behaves in a workflow can be quite a challenge when our automations are complex and robust. To make the investigation process easier, HubSpot has launched a new workflows feature that lets you visualize an object's entire journey from the moment it entered a flow.
  
  

 New Health Tab for Workflows

• We have another feature that promises to make life easier for CRM analysts. Meet the new health tab for automations.
  In it, you can see a list of workflows that may be in conflict (available in the Enterprise version of HubSpot), a report of workflows with issues, and a list of automations that aren't being used.
  
  

 New HubSpot Experience for Technical Documentation

• Hello, fellow developer! Did you know that HubSpot's technical documentation portal has been completely redesigned? Not only does it look much nicer, but finding information and understanding the structure of our documentation is now much easier, thanks to the work of several of our teams. You can access the new portal, still in beta, here. Don't forget to bookmark it.
  
  

CRM Translation 

• Users need custom property data, associations, and object names to be translated in their CRM. For example: an administrator at a multinational company needs to make sure that users in different countries see the correct translations of custom data. Instead of creating several properties in each language to represent a single data point, the CRM administrator can now create a single property and use the CRM's new custom data translation functionality for multiple languages. All of this is thanks to feedback from users in our Community.

Take a break from reading!

 Learn more about the latest sales trends by clicking: 

New Knowledge Base Articles

• Connect HubSpot and LinkedIn Sales Navigator to the CRM
• Understand SMS quiet hours
• Import your WordPress blog into HubSpot with WordPress Connect
  
  

CRM Cards Now in the Help Desk 

• The Help Desk tool just received an update that promises to make the Help Desk even more robust. It's now possible to create Help Desk interface extensions using the CRM cards functionality. This means any type of platform can be integrated with the HubSpot interface, making the day-to-day work of service professionals much easier.
  
  

Allbound Timeline in the CRM 

• Want to make life easier for CRM users? You can now view, in a timeline format, all the most recent activities your company has had with a contact or another company. This makes it easier to identify the history of interactions and understand your next steps with a lead.
  
  

New Permission for Developers

• We're offering a new type of permission for HubSpot users: access to developer tools. This authorization lets CRM owners give access to developer tools (projects, private apps, cards, access cards, etc.) without having to grant super admin access to developers.
  
  

Date and Time Properties

• How can you expand the types of data you store in the CRM? Custom properties now let you create a date and time field - feedback that comes from our Community. This means that, in a date property, you can also store a specific time. Have you thought about the segmentation possibilities we can work with?
  
  

What Else Happened This Month?

• • Business insights with custom views
  • AI assistant when creating lists
  • Business unit sync in Data Sync integrations
  • New stats card for CRM objects
  • Viewing and managing user access to objects
  • New marketing home in the HubSpot iOS app.
  • Pipeline approvals are now available to all Sales Hub Enterprise users
  • Create ticket lists
  • New automatic sync of payments and spend in ad campaigns
  • Track changes made to properties with sensitive data
  • Generate workflow enrollment criteria with AI
  • Review your data model in table format
  • Set up your team's time off in the conversations inbox and the Help Desk
  • Customize your notification sound

Get Inspired

Creating Content in Multiple Languages  

• Creating content in multiple languages is easier with HubSpot's new AI-powered translation tool. With just a couple of clicks, you can create versions of a blog post, landing page, or website page in other languages. Don't miss the post by Juanita, a HubSpot Academy instructor.
  
  

 The Marriage of NetSuite and HubSpot  

• Do you know the full potential of the integration between NetSuite and HubSpot? In this new resource from Aptitude 8, a HubSpot Elite Partner, you'll learn more about the integration process, the possibilities, and the use cases for marketing, sales, and customer success. 

 Prospecting Best Practices  

• If you're looking to improve your prospecting processes and increase your business opportunities with HubSpot, this resource is perfect for you. We recently held a series of webinars with our global BDR team, where we shared our strategies for generating opportunities. If you missed the webinar, be sure to watch the recordings.

 New Use Case for User-Based Workflows  

• Need some good ideas for implementing automation for your clients? Check out this tip Hannah Fisher posted on LinkedIn this week, where she shows how to combine HubSpot team creation with user-based workflows.

Academy On-The-Go!

• For HubSpot Academy fans who have a packed schedule or are heavy TikTok users, consuming the content of our certifications has become easier. We launched the new Academy On-the-Go, a set of short HubSpot Academy videos that can easily be watched in short periods of time. Access the content by clicking your HubSpot profile picture and going to the HubSpot Academy option.

Not a HubSpot user yet and interested in growing your company?🚀 Or are you already using it and would like to get more out of it and multiply your results? 📊

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