Happy February! Upgrades and updates in technologies are absolutely essential and normal in order to enhance the business and open the door to commercial benefits.
Likewise, HubSpot constantly updates and strengthens the product as the customers provide feedback and are deliberately working towards improvising the features. Let's see what HubSpot updates have this time for you!
1. What is the Latest in Sales Hub
1.1 Quote-based Workflows in Sales Pro
Applied To: Sales Hub Professional, Enterprise
Earlier in HubSpot, Quote-Based workflows were a part of Sales Enterprise, but now You can create these workflows with a Sales Professional license. But, this update will not include the functionality to create a quote from the workflows, and Quote Approvals will still be an Enterprise feature.
How does it Work?
- Navigate to Automation > Workflows.
- Click Create Workflow.
- In the Start from scratch tab, choose quote-Based Workflow.
Benefits
You can now create a quote-based workflow even if you don't have the Enterprise Subscription.
1.2 Customized Quote Templates
Applied to: Sales Hub Professional, Enterprise
Earlier, Salespeople had the ability to use only three available templates for generating quotes. This was somewhat a limitation because:
Most of the customers were very particular about the look of their quotes, if there could be an addition in terms of the information that is visible on the quote or if the styling could be somewhat different.
Some of the customers were also figuring out a way to send complex contracts. They were keen to know whether they could add a section or can remove some sections that they didn't want, like removing line items tables.
With the new update, custom quotes enable customers to create a variety of templates tailored to their exact quoting needs.
How does it Work?
- Navigate to Settings > objects.
- Select Quotes.
- Select Customized quote templates tab.
- Then, click Customized quote templates, and you can select the template you want to customize according to your need.
Benefits
More varieties of templates are available for quotes generation.
2. What is the Latest in Service Hub
2.1 Multi-Step Custom Feedback Surveys
(Public Beta)
HubSpot gives the provision of creating custom surveys, which could sometimes have 10-12 questions or could have questions in batches. And now, with the new updates, you have the functionality to break down your long custom surveys into multiple pieces, which means you can have a certain set of questions as a combined step or different steps.
How does it Work?
- Navigate to Services > Feedback Surveys.
- Select create survey.
- Choose the custom survey from the type of survey selection.
- Choose the delivery method.
- In the common modules section, use the step action to create another section.
Benefits
Helps in creating engaging feedback surveys that also allows for the grouping of questions in a logical and progressive manner.
2.2 Add Custom Head to KB Articles
(Public Beta)
In the new updates, you can now add an open-text code snippet to the head of HTML in the settings tab of the Knowledge base article editor.
How does it Work?
- Navigate to Services > Knowledge Base.
- Create an Article.
- In the settings tab, click Advanced options.
- In the Additional Code section, enter your code.
Benefits
It helps users to customize which knowledge base articles are indexable by the search engines.
3. What is the Latest in Operation Hub
3.1 GET Requests in Webhooks
Applied To: Operations Hub Professional, Enterprise
A webhook is a lightweight API that powers one-way data sharing triggered by events. It is typically used to connect two different applications.
You can now make GET requests to receive certain data from other tools and services.
You can also use the data obtained by the webhook's response in the rest of your workflow, and last but not least, you can also test your webhook actions before taking it to live.
How does it Work?
- Navigate to Automation > Workflows.
- Select the type of workflow you want to create from the left-hand side of the page.
- Click on the Plus icon and select 'Send a Webhook' from the Workflow section.
- In the create action, you can create the webhook.
- In the test section, you can test your webhooks.
- After testing your webhook, you will see the response and be able to select which fields to use for output later in your workflow.
Benefits
Pull in or pull out the data with the help of Automation.
4. What is the Latest in CRM Hub
4.1 Marketing Event Data in Lists
Applied To: All products and plans
You can track and analyze data from all your events to optimize your marketing efforts and event strategy. Once you have added this object type in hubspot, you are all set to create custom properties for the same, create and edit your marketing events.
With the new updates, you are now also able to filter out the contact lists based on marketing event data.
This new filtering option will help in the segmentation of contacts who have:
- Attended a marketing event.
- Registered for a marketing event.
- Canceled marketing event registration.
How does it Work?
- Navigate to contacts > Lists.
- Select Create a list.
- In the filter's group, select Marketing events.
- You can further select the filters according to your need.
Benefits
More efficient and drilled-down segmentation of the contacts.
4.2 Association History
Applied to: All products and plans
Earlier, If you wanted to check the history of the associated objects like an associated deal, a company, or a ticket with a contact. We used to open the record from the association cards, but now you have visibility into the history of record associations directly from the record dashboard, that too at one place.
How does it Work?
- Navigate to your records.
- In the record dashboard, click actions,
- Select 'View association history.'
- You can now view the history of all the objects associated with your record.
Benefits
Easy access to all the associated objects of a record in one place.
4.3 Conversations API
(Public Beta)
The conversations APIs allow the developers to manage and interact with the conversations inbox, channels, and messages.
By using these APIs, you can:
- Search conversations inboxes, channels, threads, and messages.
- Update thread statuses.
- Delete and restore threads.
- Send messages via existing conversation channels.
- Subscribe to events about the conversations.
- Send an internal comment to an agent.
Benefits
Deep down information about the customer communications and that too from outside the Inbox.
In the End
That's all about the HubSpot for March 2022. We hope these updates will be helpful for you, and you can improve your experience with HubSpot.
If you have any questions regarding any topic, you can refer to our Hubspot Help Center.
You can even contact us to check with our HubSpot experts regarding all other updates your business needs.
Stay tuned for the upcoming updates for the next month. See you soon!
Frequently Asked Questions
What are lead flows in HubSpot?
In HubSpot, lead flows are like smart pop-up forms you create. You decide how and when they appear on your website. These lead flows can collect visitor information or guide them to important pages, like special offers. They help businesses engage and convert website visitors effectively.
What is the limit of emails per day HubSpot?
HubSpot's daily email sending limits depend on your account type. If you're using the free HubSpot account, you can send up to 500 emails per day. However, if you have a paid HubSpot account, your daily email limit increases to 5000 emails. These limits apply to the emails sent through your connected email accounts and help ensure a fair usage policy across HubSpot's services. It's essential to be aware of your account type and the corresponding sending limits to manage your email outreach effectively.
Does HubSpot integrate with Gmail?
Yes, HubSpot works smoothly with Gmail. It means they can easily share information. When you send an email using Gmail, you can save it in HubSpot with just one click. You can also keep an eye on when someone opens or clicks your email in real time. Plus, you get all the details from your CRM (Customer Relationship Management) system right in your Gmail inbox, without having to switch between different apps. So, it makes managing emails and customer information super convenient and efficient.
What is sequencing in HubSpot?
Sequencing in HubSpot means creating and managing a series of automated email templates to engage and nurture your contacts. These emails are sent at specific times, and you can set up tasks as reminders for follow-ups. When a contact responds to an email or schedules a meeting, they are automatically removed from the sequence, ensuring a more personalized and efficient communication process. Sequencing simplifies the workflow by automating outreach and making it easier to maintain meaningful interactions with your contacts.
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