HubSpot Updates - October 2023

As always, we are wrapping up a month full of news. But before I tell you what's new, I want to take this opportunity to extend an important invitation to you:

If you are a marketing or sales professional, CEO, or Sales Manager, you can't miss our next in-person event “Artificial Intelligence for Sales and Marketing in 2024”. Together with HubSpot, we are bringing you this event, where you will connect with experts who will tell you how to apply Artificial Intelligence in sales and marketing, and you will discover the tools that are going to revolutionize the way we sell in 2024.

The event will take place on November 16 at 6:30 p.m. at Montes Urales 424, Lomas de Chapultepec, CDMX.

And now, on to this month's news!

Three Workflow Updates

• Companies with business units often have hundreds of workflows across several business units, and it is essential to be able to assign them to the right business unit and find them quickly. Now, all portals with business units can organize their automations. / Knowledge Base
• Workflows can be confusing, so having a description that makes their goal clear is essential for large teams. Now, workflow users can access the feature that generates descriptions for HubSpot automations through AI. To use it, go to your workflow, click the name and, in the description field, click the text generator button.
• Are your workflows showing a lot of errors? Now, you can set up your account to send you workflow error notifications by email, Slack, Microsoft Teams, the HubSpot app, and other channels. The feature is in public beta. / Community
  
  

New HubSpot Users Table • Beta

• If your job is managing lots of HubSpot portal users, you are going to like this change: we are updating the experience of the HubSpot account users table, which now lets you see more information in greater detail. The update comes from the feedback we received in our community. / Community
  
  

Data Model Adoption and Usage

• Understanding the usage and behavior of CRM data is important to ensure a good structure and the proper execution of our work. Now available for all portals is the feature that gives you visibility into the adoption and usage of data models and custom objects in HubSpot. / Knowledge Base
  
  

New Dashboard Filter Experience • Beta

• Previously, users of reporting dashboards in HubSpot did not have the ability to apply filters to some of the reports created. It had to be done individually on some reports. Now, when you apply filters on dashboards, all reports will be updated automatically, without the need to do it individually. / Knowledge Base

Description for Custom Objects

• No one in your CRM is required to know every custom object you have created. But knowing what they are for can help a lot, right? Now, super admins have the ability to include descriptions when creating custom objects for the first time. The information will appear in your portal's data model tool. / Knowledge Base
  
  

Privacy and Consent Data Analysis

• Do you know how effective your privacy settings are? This new feature will let you analyze all the privacy and consent data of the contacts in your CRM. / Knowledge Base
  
  

CRM Usage Audits by User

• Security, account usage, objects created, properties edited. Super admins will find all this information and much more in the new feature that shows how the users of your portal are using it. Enterprise accounts get access with much more detail. / Knowledge Base
  
  

New Sales Activities Workspace

• Learn how to manage your sales activities as efficiently as possible, create and track leads with ease, set your priorities, and optimize your schedule so you don't lose focus. All in one place, explained by Luis, our HubSpot Academy instructor. / YouTube
  
  

Campaign Filter in Journey Reports

• The Customer Journey Analytics report gives you complete visibility into the steps that strangers take until they become customers. Now, the report lets you include campaign filters. The update will give you better visibility into how customers behave across your different marketing campaigns. / Knowledge Base
  
  

HubSpot Academy & ChatSpot

• HubSpot's artificial intelligence chat (ChatSpot) gets more and more updates every week. You are going to love the latest update if you are a HubSpot Academy user: now, more than 6,000 hours of courses and lessons are part of ChatSpot's data sources. All you have to do is ask a question, and ChatSpot will use HubSpot Academy data to answer you. / ChatSpot
  
  

What's New in Lists

• Having lots of lists can be a nightmare for those who need to organize them in the CRM. To make this process easier, lists now allow you to create custom properties to organize them better. The feature is in beta and can be requested through your portal or your client's. / Screenshot
  
  
• The lists created in your CRM also need collaboration tools. That is why, when you access your lists, you will now be able to leave comments and mentions in the right sidebar, improving your teamwork. The update was made in response to feedback from HubSpot Community users. / Community
  
  

Random Branching in Workflows

• Branches in workflows have a new option that lets you distribute objects across different paths based on random logic. In the branch settings, you will be able to define what percentage of the object should go into each of the options. / Knowledge Base
  
  

Data Anomaly Alert • Beta

• Properties are constantly updated through various tools, such as forms, workflows, and integrations. In many cases, it can be difficult to track where that data comes from and when it was generated. In the data quality command center, you will find a new feature that lets you receive alerts when there are anomalies in the data. You can select the properties that interest you most and stay on top of unexpected changes in data updates in your CRM. / Knowledge Base
  
  
  

WhatsApp Subscription as a List Criterion • Beta

• A contact's subscription status for receiving WhatsApp messages can now be used as a new criterion when creating lists in the CRM. To use the feature, create a list and, when adding criteria, choose "WhatsApp subscriptions." / Knowledge Base
  
  

Lead Rotation Forms • Beta

• If you have more complex rotation logic for leads who fill out forms, you can now set it up in the new forms feature. When submitting their information through a HubSpot form, a contact can be routed to different pages and meeting links, depending on the criteria you define. / Knowledge Base
  
  

Association Between Objects of the Same Type • Beta

• One of the most requested features in the HubSpot Community has just entered the beta stage: the ability to associate objects of the same type. By accessing this update, a user will be able to associate contacts with other contacts, and so on with other HubSpot objects. / Knowledge Base
  
  

Conditional Logic in Properties • Beta

• When filling out a property in HubSpot, do you need users to fill out other information fields? It is now possible to create conditional logic in CRM properties with this new feature in public beta. / Knowledge Base
  
  

Two Features Went from "Beta" to "Live"

• The lead management tool is now available for all portals with Sales Hub Professional or Enterprise. / Knowledge Base
• The feature that lets you import by unique object identifiers is now available for any HubSpot portal. / Knowledge Base

Get Inspired

Cold Email Recommendations

• Prospecting, prospecting, and more prospecting. Selling is becoming increasingly difficult, and investing in new customer acquisition channels is important to optimize results. Are you creating good emails for cold outreach? HubSpot's YouTube team gives us some recommendations in this video. / YouTube
  
  

New Certification in Spanish

• HubSpot Academy is constantly working to make its credentials available in Spanish. That is why we are happy to tell you that the Data Integration Certification is now available in Spanish. Check it out now and improve the planning of your integrations, learn about the different types, and get valuable templates and resources to make good recommendations to your clients. / HubSpot Academy

Organize Your Team's Onboarding

• One of the most frequent questions HubSpot receives from partners is about the best way to train new people who join their teams. And HubSpot Academy is one of the most valuable resources for learning about HubSpot's software, methodologies, and new practices. Now, Academy users can create certification playlists and learning paths for internal teams. / Knowledge Base
  
  

How to Access HubSpot Betas

• Features in the beta stage - public or private - are now available to access in each client's portal (or in yours). If you are not yet in the habit of reviewing HubSpot's new features, create an event in your calendar to review them weekly and work proactively with your clients. / Knowledge Base
  
  

Not a HubSpot user yet? Or are you already using it and would like to squeeze more juice out of it 🧃?

↓↓↓    BOOK A CONSULTATION WITH ME   ↓↓↓