What's good guys? It's Ben here from Neighbourhood
and welcome back for our first HubSpot Update of the new year.
We've got a bunch of exciting updates
for you this month as HubSpot continues to elevate its platform to improve how you
find, sell to and keep your people throughout 2023.
Our February update is chock full of all
of the latest news from HubSpot as well as all all the new features that have been
added to public beta or have gone live in the last month.
So let's get into it. Before we jump into all of the exciting new features.
First we need to say goodbye to one that has been sunsetted recently.
In the last month,
HubSpot has removed some of the access for developers test accounts and placed
limits on the features which are considered high risk.
They have adapted the current limits
to ensure that developers are only accessing the required information.
This will add further protection over your data and most importantly,
your customers data which will ensure that HubSpot remains safe and secure.
Specifically, this will limit the rights on landing page blog and site page
publishing and these will now be reduced and aligned with the HubSpot free limits.
If you're enjoying this video and you want to learn more about HubSpot,
then you should check out our HubSpot User groups.
In these webinars, we are often joined by members
of the HubSpot team or other industry leaders to chat about all things HubSpot
and inbound marketing.
We are actually returning for our first hug of the year on February 2nd at 10:00 AM.
That's tomorrow! This time Trav will be joined by Pat
from Aircall, a calling solution for sales and support teams.
You don't want to miss this one as they
will be discussing how you can improve your customer experience with IVR menus,
skill based routing, live calling and much more.
Registration for this free event is
available now, so make sure to check that link out down below.
And, make sure to join our HubSpot user
group while you're there so you never miss out on another episode.
Moving on to some new features.
First let's have a look at all the brand new ones available on public beta.
First up, we have the new calendar view for CRM meeting scheduling.
The updated module contains the same scheduling information as it did
previously, but it now also includes a large calendar.
This will allow you to view your own
calendar availability when scheduling a meeting with a contact.
Prior to this update, when you wanted to book a meeting
with a contact in the CRM, you had to open their calendar
in a separate window and switch between the two.
Now you can close down those extra tabs as
all of the information needed to schedule a meeting is finally in one place.
Second on the list today is the release
of property validations rules for date pickup properties.
This will give all of you HubSpot admins
better control on which dates can be selected.
With this tool, you can be more confident when making those tough business decisions
as you'll be using data that you know that you can trust.
There are currently still a few limitations to this feature as property
validations are only enforced when manually entering data into the CRM.
They are not enforced on mobile or
on downstream applications like forms and integrations.
This may be coming in a future update, so make sure to watch this space if you
want to keep updated on any changes to this feature in the future.
Moving on, we have an update to Presets.
They will now include notification profiles.
Presets is a centralised tool to help
admins configure their users within the HubSpot account.
Now within Presets, you will be able to add notification profiles.
These can be applied to users or teams within the account and will allow you
to easily control what they get notified for.
Next up, we have the ability to configure associations when a record is created.
Previously, even as an admin,
you weren't able to control which associations were visible or
required when a new standard object record was created.
This meant that admins lacked control over record creation, leading to inconsistent
data and gaps in associations between records.
This new feature will enable admins to set
associations as visible or required when a standard object record is created.
Another big change to notifications
in HubSpot is a set of three improvements to approval notifications.
Firstly, for all of you mobile users,
approval notifications are finally available in app.
Second, when an approval is cancelled, you will now get a notification
for that as well, so you can take the required action.
And finally, if you like to receive
notifications via email, these will appear with unique subject
lines so they're not going to get wrapped up in the same thread anymore.
Basically, as we all know, there's nothing worse than waiting around for approval.
HubSpot have implemented these changes
to make sure that you will know the second an action has been taken.
Jumping into some changes on how you collaborate with your team,
HubSpot have launched a drag and drop version of the collaboration sidebar.
The existing sidebar already enabled you
to quickly access a handful of useful collaboration and productivity tools.
However, the original design left much to be desired as it took up a large amount
of vertical space on the right hand side of the screen.
This couldn't be adjusted either.
With this upgrade, they've introduced a smaller movable
version of the commenting sidebar that you can place in your ideal location.
This means it's not going to get in your way anymore.
Are you a HubSpot marketing start?
A customer who's looking to run your ads out of the platform?
Well, now you can create simple workflows in ad campaign creation and management.
This unlocks the ability for you to create simple yet powerful automation tasks.
This can include sending a follow up email
after getting an interaction with one of your ads.
Next up, HubSpot has expanded their
integration with Facebook's Conversion API.
The Conversions API was designed to create a direct connection between your Facebook
campaign data and other systems, including HubSpot.
By integrating this with your HubSpot, it's going to help you optimise ad
targeting, decrease cost per action, and measure results across meta technologies.
Now you can send any HubSpot form fill event data back to Meta as a conversion.
With this easy to use integration,
this is going to help you target customers who are actually likely to convert.
Another massive one for improving your data quality is the new ability
to customise the Create a Record form by pipeline.
Prior to this update,
admins could already define which properties were presented to a user
as visible or required when a record was created.
Now you'll have even more control over
which properties are presented to your team.
Admins can now configure the Create
a Record form so that depending on which pipeline a user selects,
different properties appear as visible or required to the users.
Just one quick note on this these changes
are not reflected in the mobile experience just yet.
Two brand new features that go hand
in hand are the Import mapping guide and the custom unique ID.
Within the mapping step of the import
flow, there is now a new mapping guide that tells you when you've properly mapped
the properties needed to create new and existing records.
As part of this launch, you can also begin using custom unique IDs
to update and deduce existing deals, tickets and custom objects.
To finish up the brand new public beta
features of the last month, we have a few short and sweet updates.
Firstly, we have changes
to the parentchild company association which will allow admins to create
properties that perform calculations on these associations.
Next up, admins now have the option to set
the currency for a custom deal to match the currency of the record.
And finally, we have threaded inline comments for call transcripts.
You can now start an inline comment thread
directly on specific parts of a call transcript, allowing you to provide more
targeted and contextual feedback as you're listening to the call.
If you enjoyed this video, make sure to leave a like subscribe
and hit that bell icon so you can stay up to date with all our latest videos.
Moving from public beta to all of the features that have gone live
in the past month, we have an absolutely massive list for you today.
First up, we have a change to the HubSpot AI, which will now be able
to automatically associate calls with meeting records in HubSpot.
This update is just for anyone who has access to Sales, Hub Professional Service,
Hubs Professional or Enterprise and has enabled transcripts.
While it is currently only available for zoom meetings, automatic associations
for other meeting types are currently in development.
Next up is an update for all
the HubSpot Pro Plus customers, the left sidebar will now be customizable.
Previously, only enterprise customers
could create default record sidebars for specific teams.
Now more customers will be able to access it.
Another one added in the past month is
the ability to resync deleted records in a data sync connection.
You will now be able to resync records that HubSpot has in fact stopped syncing
because it was detected that they were deleted on either side of the sync.
While this might seem like a niche piece
of functionality, it's definitely not and it comes after being heavily requested.
There are two new features this month that will help you make sure that your
team is getting the absolute most out of the HubSpot reporting tool.
They are the last viewed and Portal limits warning functions.
The new last viewed column on the report and Dashboard list page will allow you
to see who last viewed a report or dashboard.
Additionally, HubSpot introduced a timestamp so you can
now see when the report or dashboard was last viewed.
The new Portal Limit warning icon will
inform the user when they're within 10% of the custom Report and Dashboard limit.
With these additions, you will be able to see which reports are
actually providing value to your team, and this can help you to determine
which ones to keep in actions when you start to hit that limit.
If you're a content marketer, you know how important it is to create
accessible content that can connect with a broader audience.
Subtitles have now been introduced to HubSpot video to ensure those who are
hard of hearing or speak a different language can consume your video content.
Additionally, we all know just how important including
subtitles can be for SEO, so this really is a win win.
Next up, we have another update for importing data into HubSpot.
The import function now supports custom property validation.
This means it will now check the custom
rules that you define, including text properties like min and max
character limits, and restricted characters and number
properties such as min and max number or the amount of decibel places.
Another one that's going to aid with collaborating is the new ability
to edit or create scheduling pages for another user.
Don't worry, this won't automatically let any team member move around your meeting.
Instead, a new toggle will allow you
to set permissions that grant the ability for specific users.
They can create, edit or delete meeting scheduling pages on behalf of other users.
And to round out the new live features
in HubSpot this month, let's last through some quick ones.
Firstly, we have the new Call preview panel.
This will provide a clean and consistent
section on the call index page that allows users to access their call recording,
their call info and associated objects in much fewer clicks.
Next up is internal at mentions,
which are now available on HubSpot mobile conversations.
This will allow agents faced
with a customer query to quickly tag and notify a teammate privately.
Another quick one that's going to make working with a large team in HubSpot
a whole lot easier is a new tool for file partitioning.
Admins can now manage which teams
and users have access to each folder or subfolder on their portal.
And to round us out for another month of massive HubSpot updates,
we have a function to convert actively to static lists.
This will allow you to keep the list ID
and references intact when you convert any active list into a static list.
So that's it? Another month
done and dusted.
I hope you've enjoyed these updates and are as excited as we are here
at Neighbourhood to test out all the new features.
If you want to learn more about HubSpot,
please check out our online training by signing up for a free trial today.
With this do it yourself onboarding package, you and your team can learn
at your own pace with hours of Hub by Hub training.
Or if you think you might need a bit more help in understanding what you need to do
to get the most out of HubSpot, please sign up for a free Portal audit today.
Both links are down in the description.
Don't forget to register for our HubSpot
user group while you're there so you don't miss out on our hug with AirCall.
That's everything from me.
So have a fantastic February and Happy HubSpotting!