What's good, guys? It's Ben here from Neighborhood,
and welcome back for our April HubSpot update.
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 April update is absolutely chockers with news from HubSpot and all
the features that went to public beta or have gone live in the last month.
I even have a couple of AI features that haven't made it to the public beta
yet because I just can't wait to talk about them.
Let's get into it. Before we tackle all of the new features,
let's rip that bandaid off and say goodbye to one that's leaving us.
The Ecommerce Bridge API has now officially been sunsetted.
Hubspot has recommended that if you rely on the Ecommerce Bridge API,
then you'll need to find an alternative solution to ensure that you can continue
to integrate your e-commerce data with HubSpot CRM.
To jump into the new features,
let's first talk about the two new AI tools HubSpot has introduced.
They're powered by Chat GPT, of course.
Content Assistant and Chat Spot.
Firstly, Content Assistant, which is still in private beta,
is a set of AI powered features that marketing and sales teams can use
to inspire, create, and share quality content.
With the content assistance, you can do everything from generating blog
post outlines to prospecting emails to page copy.
You can even edit existing text, opting to rewrite, shorten, expand,
or change the tone of the text that you select.
It's not just a chat GPT clone, though.
In addition to the vast stores
of information provided by chat GPT, HubSpot's chatbot also draws on response
data from the Hubspots CRM and inter organizational data sources.
If you haven't already signed up
for the private beta, we recommend that you get on it.
Chat Spot, on the other hand, is in the public alpha.
It's designed to provide a personalized
experience for each user, enabling you to customize your
communication preferences and optimize your workflow.
With HubSpot, you could already create reports based on all the data stored
within the CRM, including web visits, conversions, leads, and customers.
But with the additional power of Chat GPT,
the report can be updated with information found outside of the CRM.
One of the most powerful things about Chat Spot is that once you get
the information from a prompt, you can do a whole lot of things with it instantly.
You can have the information sent to you in an email.
You can create daily, weekly, or monthly updates on the topic,
or with simple prompts, you can create a Google Sheet.
Since you're checking out our video today,
you must be looking to get the most out of your HubSpot portal.
Want to find out how you can go even further?
Well, you're in luck.
In our last HubSpot user group, we had an absolute blast sharing the top
20 tips and tricks for HubSpot, and it ended up being one of our most popular.
But we realized one big thing,
the one hour is not long enough to tackle the absolute beast that is HubSpot.
So we thought it might be a good idea
to go through this thing hub by hub and give you even more tips and tricks.
And what better place to start than Salesforce?
Trav and Geordie will show you how to optimize your sales pipeline in HubSpot
and share tips on optimizing conversion rates.
Plus, we'll showcase how to use Salesforce
to streamline your sales process and automate repetitive tasks.
Join us on Thursday, the sixth of April at 10am.
Head to the description below to grab your free ticket while you can.
You can also sign up to our HubSpot user
group while you're there so you never miss out on another HUG again.
Moving on to the public beta.
First up, HubSpot has introduced a new feature called Bot Filtering Status Light.
It is a status indicator that shows whether your bot filtering setting is
turned on or off on the email post send page.
This update will help users keep track of their bot filtering settings more easily.
Another one that's gone on the public beta
in the last month is the Resolvable Comments feature.
With this feature,
customers can now resolve comments posted in their Collaboration slide bar.
It's going to help you streamline
the communication process and improve collaboration among team members.
Next up, we have the Coloured Deal Tags feature.
Hubspot now allows you to create
Coloured Deal Tags, which will make it easier for your sales
reps to visually scan the board view and know which deals to prioritise.
Super Admins can create up to 10 deal tags, each based on a set of conditions.
These deal tags will appear on the board cards when these conditions are met.
Another update this month is the form input types for UI extensions.
This update is an addition to the existing
CRM Development tools beta to create UI extensions for record pages.
Sales and Service Hub Enterprise users can
enroll using the beta's page on the product's update page.
Developers can use the new form input type
components, text area, checkboxes, and radio.
There are, however, some known limitations.
These include reset after form submission
and card refresh after form submission, which is not yet supported and can limit
the full scope of the solution that developers can build.
Hubspot has also introduced the reply to emails feature on the mobile app.
Mobile sales reps can now send emails directly from the HubSpot mobile app.
They will be able to respond to incoming
emails through reply and reply all actions in the app.
All email communications will be automatically logged and tracked
to the corresponding contact records in the HubSpot CRM.
Finally, to wrap up the public beta,
we have the one way Salesforce cases sync feature.
With this, you can sync Salesforce cases into HubSpot tickets.
As cases are created or updated
in Salesforce, they will be sent straight into HubSpot.
This will allow users to have insight into their Salesforce case data alongside
all of their other HubSpot customer information.
To get us kicked off with all of the new features that have gone live in the last
month, first, we have the new reporting tool called Customer Journey Analytics.
Exclusively available to marketing
enterprise users, this powerful tool allows you to measure
the journey between any starting point and end point.
It will provide insight into how long it
takes for leads and customers to complete a journey.
You'll also see where they're dropping off
in the journey and which pathway will help you to reach your goals.
Moving on to something for your sales teams.
We have two new playbook templates.
They are available by default in all new HubSpot portals.
The templates are called Discovery Core Playbook
and Qualification Core Playbook, which will help guide your sales reps
through the sales process more efficiently.
For professional and above users,
HubSpot has introduced outbound filtering for data syncs.
This update allows for much more granular data sync filters to determine exactly
which records can sync out of HubSpot to your third party apps.
It's available for all sensible objects,
including products, deals, activities, and more.
And to finish us off,
you can now upload images to products in the product library.
This will help you improve the visual
representation of products on a website or within sales documents.
If you enjoy this video,
please make sure to leave a like, subscribe, and hit that bell icon so you
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So that's it.
Another month done and dusted.
I hope that you've enjoyed these updates
and that you're just as excited as we are to test out all of 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 little
more help understanding what you need to be doing to get the most out of your
portal, sign up for a free portal audit today.
Both links are down below in the description.
Don't forget to register for our HubSpot user group while you're down there so you
don't miss out on our next hug on getting the most out of HubSpot sales hub.
That's everything from me, guys.
Have a fantastic April and Happy HubSpotting.