Welcome to the latest product updates by HubSpot. HubSpot’s goal is to provide the best experience to its users, keeping them ahead in the competition for which it always tries to come up with the new and best functionality and helps the organizations to achieve their goals.
Let’s see what all updates we have got this time!
Applies to: Sales Hub Professional, Enterprise; and Service Hub Professional, Enterprise
Earlier in HubSpot, we could enroll and un-enroll contacts manually in the sequences. With the new update, we can do the same through automation. Based on triggers like ‘form submission’, the deal closed, or a follow-up after the meeting.
No more manual enrolling of contacts in Sequences.
With the new update, a contact can now reschedule or cancel a meeting if scheduled with the Meetings tool.
If the meeting is Canceled, the event from the calendar will be deleted and both the parties will be notified about the cancellation. If the meeting is rescheduled, then the event with a new date and time will appear on the calendar.
The new update will let the users cancel or reschedule as per their requirements.
Applies to: Operations Hub Professional, Enterprise
The new update will let the users create and trigger workflows on custom, pre-defined intervals. This will better support the recurring processes in your automation setup.
Workflows are triggered dynamically, when a record meets certain criteria set up by you. This automates a lot of tasks for you in HubSpot but they don't solve the purpose for the repetitive processes that aren't tied to a specific change or event but need to happen on a regular, specific cadence.
For example, you want to create a task for your sales managers on every 30th of the month to send you the sales report for the last month. Or, you want to automatically clean up the data every Friday night.
Now you can create workflows for the repetitive processes for your business.
Applies to: Operations Hub Professional, Enterprise
Custom code actions in workflows now support Python language. With the introduction of Operation Hub last year, HubSpot introduced the feature of custom code actions, which allows users to create workflows that are exponentially more flexible.
With a few lines of code, you can now automate essentially anything, in any system. Now with Python support available, custom code actions are even more approachable for developers.
With the new language added, developers can now find more possibilities for tasks automation.
Applied To: Marketing Hub Professional, Enterprise; Sales Hub Professional, Enterprise
In your CRM, in order to find a record quickly and easily, you need to search it on the search bar. Earlier, HubSpot only supported the global search for standard objects, but now it will support the Custom Objects too.
When you use the global search in the top navigation, you'll now also see the custom object records that meet your search criteria, in addition to any other results.
This update will make your team's work more efficient, and help you use HubSpot better and faster.
Applies to: All Plans and Products
While importing records in HubSpot, Object ID imports can create new records.
If the import file specifies a HubSpot Object ID column (Contact ID or Company ID) will now create new records when that ID is blank.
When setting up the import, you will see the updated language on the Upload setup screen. This language includes a callout that blank Object ID entries will create new records.
Create records through object ID while importing.
(Public Beta)
You can format and style text stored in CRM properties using the new Rich Text property type update.
Until now, customers were only able to store and surface plain text in the CRM. With the new update, style your text and utilize CRM data to power websites, create dynamic emails, and more.
Also, note that stylized text and images will not appear on object records in the CRM. Rich Text properties are intended for use in emails, CMS websites, and integrations.
Format options include:
Create more powerful websites, dynamic emails.
(Public Beta)
The new update provides you a whole new set of Contact Create Attribution, Deal Create Attribution, and Revenue Attribution reports built directly into the Campaigns tool.
Campaigns now match the rest of Marketing Hub and include the default "Revenue Attribution" reporting card available in other apps like Forms, Marketing Email, and CTAs.
More reports type to analyze the data.
This is all about the HubSpot for January-2022. I hope you have gone through these updates and leverage them to improve your team efficiency and grow your business.
We will be back soon with new updates soon. Till then take care, and contact us for more queries.