HubSpot Updates - June 2024

June ended with updates and new announcements for HubSpot users. From a new Lead Scoring experience and major changes to the data import process to new videos and training in HubSpot Academy, all these new features will open up new paths for your processes in the HubSpot CRM. Don't miss these updates and get the most out of HubSpot!

Mark Your Main Tools as Favorites

• If you're a regular HubSpot user, you probably have favorite features. Now you can favorite those tools in HubSpot's new favorites menu. Juanita from HubSpot Academy shows you how to use this functionality to access your main tools in this video.
  
  

New Card for CRM Objects

• Imagine you're viewing a company record in the CRM and you want to see a contact's data. Before, you had to open the contact or use a sync property. Now, simply create an associated property list card to display all the contact data directly on the company record.
  
  

Deal Approvals

• Sales Hub Enterprise users now have access to a new beta to ensure a more consistent process: deal approvals in pipelines. This functionality lets super admins add an approval stage to the pipeline, with up to three approvers, ensuring that deals only move forward with the authorization of one or more users.
  
  

Storing Sensitive Data in HubSpot

• HubSpot has launched one of the biggest updates of the year: sensitive data storage. Customers can now save sensitive information in the CRM, such as ID numbers, passports, and patient health information, among other things. Check out the full announcement for more details.
  
  

Validation Rules on Standard Properties

• This new functionality, previously available only for HubSpot custom properties, now lets you set specific limitations, settings, and rules for the content of a property. You can try this new functionality by clicking here.
  
  

Ticket Lists

• With Service Hub, you can now create ticket-based lists, which will let you better organize your support, after-sales, and customer service processes in HubSpot. Find the instructions for creating the lists here.
  
  

First Workflows API

• HubSpot's product team has launched the first version of an API for workflows, which provides access to a complete representation of a flow, even in bulk. You can find more information here.
  
  

New Import Experience

• HubSpot updated the import process for all hubs and tiers, removing two steps from the import flow so you can upload your data faster. Check out this new demo by Juanita (from HubSpot Academy) and learn more about the new import flow.
  
  

AI in HubSpot: Behind the Scenes

• Have you ever wondered how HubSpot's artificial intelligence tools work? To give you answers, HubSpot has created the Behind HubSpot AI portal. This new resource helps you understand which features use AI, how it's used, and which data models structure each of them.

Take a break from reading!

 Learn more about AI and how to use it to create better content by clicking: 

Full INBOUND 2024 Agenda

• The full agenda for this year's INBOUND event has been published, featuring an impressive lineup of speakers across 5 categories. Check out the full agenda to meet the participants and read the category descriptions.
  
  

New Resources on Sensitive Data

• HubSpot has launched a new sensitive data storage feature. This launch brings many new possibilities and includes more resources to improve your sales process:
  - Storing Sensitive Data in HubSpot
  - Sensitive Data Storage in HubSpot (in Spanish)
  - Storing Protected Health Information in HubSpot (BETA, in Spanish)
  
  

Weekly Data Quality Digest

• The Operations Hub Pro+ customer community has a new functionality that lets them schedule weekly notifications reporting on incidents such as which properties have data consistency issues, which records need to be adjusted, or which trends to monitor. Learn more about the feature here.
  
  

New Lead Scoring Experience

• HubSpot has redesigned the experience for creating score properties in the CRM, providing more flexibility to build an effective point scale. Learn more about these changes here.
  
  

State of HubSpot 2024: How the best do it different

• Ahead of the start of INBOUND 2024, HubSpot has organized State of HubSpot 2024: How the best do it different, a panel moderated by Sam Jacobs, CEO and founder of Pavilion. In this panel, Jonathan Burg, SVP of Revenue at New Breed (HubSpot Partner), will talk to us about how to put customers at the center, invest in CRM, and leverage artificial intelligence to achieve significant benefits. The event is set for September 20, and you can register here.
  
  

Interactive Menu for Incoming CRM Calls

• Service Hub and Sales Hub Enterprise users can now create an interactive voice menu when handling incoming calls. This new HubSpot calling feature is called IVR, and you can learn more about this tool by visiting the knowledge base or going directly to HubSpot.
  
  

New Actions in Workflows

• Workflows now let you apply, update, or remove association labels between objects and create new association types. You can learn more about this improvement by visiting the HubSpot knowledge base.
  
  

Rules for the Ticket Pipeline

• The deal pipeline rules tool has been expanded to include tickets. This update lets you create records in specific pipeline stages and prevents users from skipping stages or moving tickets and deals back to previous stages. Learn more about this functionality by clicking here.

What Else Happened This Month?

• New permission to view calls
• Sync Microsoft Teams webinars with HubSpot marketing events
• Discover the new goal management experience
• New unified record customization editor
  
• Adjust the proportions when distributing meetings across your team
• User object now available in custom reports
• Delete form submissions
• Create custom event lists, now segmented by number of times completed
• Explore meeting reports
  

Get Inspired

New HubSpot Academy Demo

In the latest demo by Juanita, the HubSpot Academy team shows us the new user permissions comparison functionality in HubSpot. Watch the demo to understand how it works. 

Closing Deals With CRM Cards

Christian Fredrik Stene, co-founder of Hubex (HubSpot Partner), shows you how to make the process of closing a deal more fun using the powerful CRM Cards functionality.

Product Playlist in HubSpot Academy

The HubSpot Academy team put together a new playlist with all the certifications you need to become a HubSpot expert. Check out the new playlist at this link.

Improve Your Service Offering With AI

On June 27, HubSpot's product team held a webinar on practical strategies for improving your service offering with artificial intelligence. You can review the webinar details on this page.

Academy On-The-Go!

In a new video, Juanita from HubSpot Academy talks to us in detail about Academy On-The-Go!, the new short video resource on the learning channel. Explore the new resource at this link. 

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