HubSpot Updates - September 2023

This month was like a hurricane, as the most anticipated event, INBOUND 2023, was a complete success and brought with it a ton of updates and new features in HubSpot. We are here with new settings and reports in the calling tool, updates to conversation assignment rules, Artificial Intelligence making its debut in HubSpot, and important new resources for selling Sales Hub, and we tell you all about it in this post.

Forecast Accuracy

• How accurate is your sales forecast? Forecasting your business results accurately is every company's dream and, now, you will be able to measure how accurate the forecasts your teams make are compared to the actual results. The new feature is available for Sales Hub and Service Hub customers on Pro or Enterprise editions. / Knowledge Base
  
  

New Sequence Analytics Metrics • Beta

• HubSpot is introducing two new metrics to help Sales Hub Enterprise customers analyze the performance of their sequences: the percentage of contacts enrolled in a sequence that led to the creation of a deal, and the amount of revenue influenced by a sequence. / Screenshot
  
  

More Data for Exports • Beta

• Exporting a property's history shows the different values that CRM records have had for that property, and the date on which that value changed. Now, HubSpot has added more information to this export to also indicate which user and tool triggered a property change in the CRM. / Knowledge Base
  
  

More Data for Sales

• Sales teams need context about the pipeline and forecasts when managing deals, since it helps them make fact-based decisions. To make this analysis easier, users will be able to see information about pipeline status and sales velocity to improve their prioritization. / Knowledge Base
  
  

Product Spotlight

• Keeping up with all the product updates can be challenging, but Marc, our HubSpot Academy instructor, sums up the main features and tools launched during INBOUND 2023. / YouTube
  
  

Sales Hub Relaunch

• Sales Hub was the star of INBOUND this year. Given the various sales challenges the market presents, HubSpot's new sales tools have arrived to improve the productivity of sales reps. And the best resource for learning what's new is our product page.
• If you want to talk about HubSpot's new sales features, you can always book a slot directly on my calendar.
• And if you want to understand the features in detail, check out the new articles in the HubSpot knowledge base:
  • Prospecting workspace
  • Lead management
  • A/B testing in sequences
  • Scheduling meetings for other users
  • Meeting rotation in the CRM
  • Meeting rotation in forms
  • Forecast accuracy
  • Sales app suggestions in the Marketplace
    
    

HubSpot AI

• For those looking to boost productivity in marketing, sales, and service, this video offers a clear demonstration of what HubSpot's artificial intelligence features are and what they are for. / YouTube
• We also invite you to check out the HubSpot AI page, which provides a summary of the entire structure of AI features and tools in HubSpot. / HubSpot
  
  

More Launches

• For users who have bank accounts or do their invoicing through the United States, HubSpot has the new Commerce Hub, which brings together all the features to manage sales, payments, and invoices directly from HubSpot. / YouTube
• For our developer friends, the new CRM customization features promise to take HubSpot to a new level, making it possible to bring any external information into the platform and turning the CRM into the source of all the information you need about a customer. / View presentation
• Marketing Hub Professional+ users in the United States now have the brand-new SMS in HubSpot tool available in their portals, integrated with all CRM features. / Knowledge Base
  
  

Conversation Assignment Based on Availability

• Many teams expect email and form assignments from shared inboxes to take the user's availability status into account when assigning the conversation. With this update, emails and forms will only be assigned to agents who are available. If no agents are available, the conversation will not be assigned, as currently happens with live chats. / Knowledge Base
  
  

Call Minute Usage History

• For users of the calling tool, HubSpot now has native reports that show the history of minute usage. To access these reports, click Contacts > Calls > Call analytics.
  
  

Call Outcomes as a Required Field

• Inconsistency in call reports? Now, super admins will be able to set the "call outcome" field as required when logging a new call activity in the CRM. To configure it, click Settings > Calls > Call settings > Set call outcomes as required.

Personal Email Connection Permission

• Being able to connect email to HubSpot is a critical part of the implementation for many users. However, it is not necessary for everyone. Previously, all users had access to the connection. Now, there is a new permission that lets you prevent some users from connecting their email to HubSpot. / Knowledge Base
  
  

Custom Object Lists

• The lists tool has been updated and, now, in addition to letting you create lists based on contacts, companies, and deals, it also lets you create lists based on your custom objects. The update allows for greater CRM customization and further organizes the data in our database. To use it, click Contacts > Lists > Create list > Custom object-based list.

WhatsApp Message Consent Automation

• WhatsApp integration users can now update a user's consent status in bulk through workflows. When creating a contact automation, look for the action  "manage subscription preferences" and choose WhatsApp as the channel.
  
  
  

New Category in the App Marketplace

• If you have clients using HubSpot as their platform for centralizing your e-commerce information, we recommend checking out the new commerce category in the App Marketplace. There, you will find suggestions for platforms and integrations specific to clients with this use case. / App marketplace

New Lifecycle Stage Properties

• There is news about the lifecycle stage property! Now, for each lifecycle stage configured in the CRM, we will automatically create four other properties: date entered, date exited, time spent in the stage, and cumulative time in the stage (if it has been in a stage more than 1 time). The update opens up the possibility of getting more insights into the behavior of this property, and it is already in the process of going live in all accounts with Professional or Enterprise editions. / Knowledge Base
• If you like to express yourself clearly in the virtual world, don't miss this update: the conversations inbox now lets you use emojis. In the text editing bar, you can click the emoji to choose the options for your message. 

Unique Values in Contact Properties

• The Community asked for it, and it is now available: you can now define contact properties that require a unique value and avoid duplicate records. That means that, if you have a "national ID" or "identity number" property, for example, you will be able to set them as fields that should only accept unique values, preventing duplicate contacts based on criteria other than email. / Community

Get Inspired

AI Tools

• Looking for AI tools to optimize your time? HubSpot's marketing team has gathered some tools that can help you in the process of optimizing time and money. / YouTube
  
  

New HubSpot Academy Intensive Courses in Spanish

• HubSpot Academy's intensive courses are back! Learn in 6 weeks how to harness the power of the HubSpot CRM to create more sales opportunities and how to close more deals through highly effective discovery calls. Spots are limited. / HubSpot Academy
  
  

Integration for Discount Management in HubSpot

• Are you working with complex pricing and discount logic in HubSpot quotes? Check out the DoPricer CPQ integration, which, without leaving HubSpot, lets you apply different discounts by company or through advanced logic, depending on your sales process. / App marketplace
  
  

How to Create Content with AI in HubSpot

• Looking for ideas on how to take advantage of artificial intelligence tools for content production? The HubSpot Academy team, which never stops, brings us a new webinar in Spanish with lots of usage recommendations and a demonstration of HubSpot's tools. / YouTube

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