HubSpot Updates - March 2023

We are back and, as always, full of news. Be sure to make the most of your automation tool!

Customer Journey Analytics Now Live

• Looking for advanced marketing reports? The customer journey analytics feature, announced at INBOUND 2022, is now available to all Marketing Hub Enterprise customers. The tool lets you visualize the entire journey of your leads until they become customers and make better decisions about the investments in your marketing strategy. / Hubspot

Color Tags on Deals

• The feature that lets you add color tags to your HubSpot deals is now available to all Sales Hub customers. The update gives you a more visual pipeline and makes it easier to prioritize opportunities. / Youtube

Resolving Comments

• HubSpot tools increasingly enable better collaboration between teams. Pages, marketing emails, and workflows are some of the features that already have the collaboration sidebar, where you can leave comments and mention your team. Now, in beta, we have a new feature that lets you leave comments with a resolve button (similar to what exists in Google Suite products). If you are interested in learning more, you already know how to request access to a beta. / Demo

Random Samples in Lists

• A very common piece of feedback from our users just went live on the HubSpot platform: now, in your lists, you will be able to create a random sample of contacts or companies for all kinds of reasons. To use the feature, open any list and click the "actions" button and then "random sample". / Demo

Individual Email Logging and Tracking

• If you are a super admin of an account, you can now define default email tracking and logging settings in the Chrome and Office 365 sales extension for all users. To set it up, click Settings > Objects > Activities > Email Log & Track. / Demo

ChatGPT + HubSpot = ChatSpot

•  ChatGPT has become a very common topic in our day-to-day conversations, and it is becoming more and more relevant. Since its launch two months ago, it has gone from zero to 100 million users. To join the conversation, HubSpot has launched its newest AI tool integrated with the CRM: ChatSpot. If you missed the launch announcement, I recommend checking out Dharmesh's LinkedIn post, where he tells us more about the concept and the tool. / LinkedIn
  
  

Same Homepage for Everyone

• When you log in to your HubSpot account, you can define what your home page will be - the contacts screen, a specific dashboard, or another tool you use frequently. Now, super admins will be able to define the home page for all users in an account. The feature is still in beta, and you can turn it on from your profile picture > Product Updates > Betas. / Knowledge base
  
  

Files Available for a Limited Time

• If you upload files to your HubSpot portal in Marketing > Files and Templates > Files, you now have a new feature: the ability to add expiration dates to the files you upload to your account. If you need certain content to stay available only for a certain amount of time, this update is for you. / Demo
  
  

Logging and Tracking Rules for Everyone

• Everyone has someone on their team who forgets to log emails in the CRM (when that person isn't you ). Now, super admins will be able to set email logging and tracking rules that will apply to all users of the HubSpot sales extension for Chrome or Office 365. To set it up, go to Settings > Objects > Activities > Email Log & Track. / Demo
  
  

Two-Factor Authentication in Starter

• The two-factor authentication login method is now mandatory for all users of Starter accounts. My recommendation is to let all your clients know and keep reminding them about this update, regardless of their subscription version. Using this method will add an extra layer of security to all of the account's information. / Knowledge base

• Now, from the HubSpot mobile app, you will be able to reply to individual emails sent by your contacts. When you do, the interaction will be logged automatically in your CRM while you are away from your desk. / Knowledge base
  
  

Inbound Calling Now Live

• The Inbound Calling feature is out of beta and now available to all Sales and Service Hub customers! These accounts will be able to receive inbound calls directly through the CRM. Note: The feature currently only supports receiving calls on numbers in the United States, Canada, and the United Kingdom. / Knowledge base
  
  

Goals API Now Available

• Are you working with the goals feature? This month, the public version of the goals API was launched. Developers will now be able to see information about the goals created in HubSpot and even connect it to private apps. / Hubspot developers
  
  

Multiple Knowledge Bases

• The Community asks and HubSpot listens! One of the most requested features in the HubSpot Community just entered public beta: it is now possible to have multiple knowledge bases in Service Hub Enterprise accounts. / Hubspot community & Knowledge base
  
  

Simplifying Workflows

• Workflows that should look like a short line of actions sometimes turn into endless trees. This kind of automation often becomes complex, risky, and hard to troubleshoot. With this problem in mind, a new feature was launched to help you clean up and simplify workflows. / Demo
  
  

Hide Properties in the Data Quality Command Center

• The data quality tool provides information about all properties in HubSpot, but not every property is critical or actively used by a company. This new feature allows more flexibility in defining which properties are displayed in the tool. / Knowledge base
  
  

• The beta version of the new tool that lets you create random samples from contact or company lists is now public. With this option, it is easier to run A/B tests, among other needs. The new feature addresses a recurring request from Community users. / HubSpot Community

Get Inspired

Sales Hub Implementation Certification in Spanish

• The Spanish version of the Sales Hub implementation certification is now available. It is one of the requirements for you, as a partner, to be able to sell Sales Hub Enterprise subscriptions. / hubspot academy
  
  

HubSpot Tips & Tricks

• We all love tips & tricks on how to use HubSpot, right? And I know many of you love the videos from our friend Kyle Jepson, the most famous professor at HubSpot Academy. When we bring the two together, we get this super relevant LinkedIn page where, every day, they share recommendations on how to use HubSpot and get more out of it. / LinkedIn
  
  

New Social Media Marketing Course

• Our friends at Academy kicked off 2023 in a big way! We just launched the newest social media marketing certification, fully in Spanish. If you are looking to improve your strategies or your clients', or if you are structuring your team of community managers, the course is highly recommended. / Hubspot academy

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