Top HubSpot Updates You Can't Miss from the Latest PUB

Remix Google Drive Files for Seamless Content Creation

HubSpot has introduced a new feature that allows you to remix Google Drive files directly within Content Hub Pro and Enterprise. This feature enables users to feed a Google Drive file into Content Remix, which then helps in creating a new piece of content based on the original file. Although still in private beta, this update is a game-changer for Google users who want to simplify their content creation process.

Use Case: Imagine having a detailed report stored in Google Drive that you wish to convert into a blog post. This feature will allow you to do so effortlessly, saving you time and maintaining the integrity of the original content.

💡 Unmatched Insight: Particularly beneficial for teams that heavily rely on Google Workspace for collaboration. The seamless integration ensures that content creation is both efficient and consistent with your existing documents.

Create Personalized Content from Lists with AI

Another ground breaking addition is the ability to create personalized content directly from your contact lists. You can now generate custom content based on a list of contacts, targeting them with tailored messages. While this feature is currently in private beta, it promises to be one of the most impactful updates of the year.

Use Case: Suppose you have a list of decision-makers in a particular industry. With this feature, you can create personalized emails or marketing materials specifically tailored to this audience, enhancing your account-based marketing efforts.

💡 Unmatched Insight: A massive win for marketers looking to implement more effective account-based marketing strategies! The ability to generate personalized content at scale will undoubtedly make your campaigns more targeted and effective.

Utilize Your Own Landing Pages in Content Remix

Previously, Content Remix would create web pages using HubSpot's default themes. With this update, you can now use your own landing pages and website templates in Content Remix. This ensures that any new content created will adhere to your brand guidelines, making the process much more efficient.

Use Case: If your team has spent significant time developing brand-specific templates, this feature will allow you to maintain brand consistency while creating new content quickly.

💡 Unmatched Insight: This update eliminates the need for additional customization, making the content creation process more streamlined and brand-compliant.

Effortless Hashtag Management for Social Media

HubSpot's new hashtag management feature simplifies the process of adding hashtags to your social media posts. You can pre-populate commonly used hashtags, making it easier to include them in your social content.

Use Case: Social media managers can save time by having a library of pre-approved hashtags readily available, ensuring consistency and accuracy in their posts.

💡Unmatched Insight: A time-saver for social media teams who can now focus more on content quality rather than the repetitive task of hashtag management!

Introducing URL Property for Better Data Management

A new URL property type has been introduced, which renders links as clickable URLs within the index page. While single-line text properties could previously hold URLs, this update enhances the user experience by making these links more accessible.

Use Case: Organizations that frequently use SharePoint or other document management systems can benefit from this feature by storing and accessing links directly within HubSpot.

💡 Unmatched Insight: Although a small update, it can improve data accessibility and user experience, particularly for teams that rely on external document links. It's a shame the links are not clickable in the object record, this would be a real game changer!

Enhanced Sales Workspace: Kanban Board, Dashboards, and Daily Digest

The sales workspace has received several enhancements, including the introduction of a Kanban board for deals, customizable dashboards, and a daily digest email. These updates aim to make the sales process more visual and organized.

Use Case: Sales teams can now manage their deals more effectively with a visual Kanban board, while the daily digest email helps keep track of important tasks and meetings.

These features are designed to enhance the efficiency of your sales team, providing them with the tools they need to manage their pipeline more effectively. 

Balanced Ticket Routing and Active Call Assignment in Service Hub

HubSpot's ticket routing engine has been updated to distribute tickets more evenly among team members. This ensures that no single team member is overwhelmed with too many tickets, improving overall service efficiency. 

Use Case: Service teams can now manage their workload more effectively, ensuring that all team members are equally engaged and no tickets fall through the cracks.

💡Unmatched Insight: Particularly beneficial for larger service teams that need to manage a high volume of tickets, ensuring a balanced distribution and better customer service.

Auto Merge Duplicate Records with Ease

The new auto-merge feature for duplicate records allows you to automatically merge contacts and companies based on select fields. Although currently limited to a few fields, this feature simplifies the process of managing duplicates.

💡Unmatched Insight: While the feature is currently limited, it's a step in the right direction for better data management and will likely see further enhancements in the future.

Backfilling AI Descriptions for All Workflows

HubSpot now automatically backfills descriptions for all workflows, making it easier to search and understand each workflow's purpose. This feature is fully automatic and aims to improve workflow management. Admins can now quickly find and understand workflows based on their descriptions, making it easier to manage and optimize them.

💡 Unmatched Insight: This update significantly enhances workflow management, saving time and improving the overall efficiency of your HubSpot environment. We ❤️ it!

AI Email Template Import

This new feature allows you to import email templates from other platforms like MailChimp or Marketing Cloud directly into HubSpot. The AI recreates these templates using drag-and-drop modules, making the transition seamless.

Use Case: Marketing teams migrating from other platforms can now effortlessly bring their existing email templates into HubSpot, ensuring consistency and saving time.

💡 Unmatched Insight: This update removes a significant barrier for organizations looking to switch to HubSpot, making the transition smoother and more efficient.

Mobile Inbound Calling

Inbound calls to your HubSpot number will now ring on your mobile device, ensuring you never miss an important call. This feature uses HubSpot audio and is particularly useful for sales teams on the go. This update enhances the flexibility and responsiveness of sales teams, making it easier to manage inbound calls from anywhere.

Use Case: Sales reps who are frequently out of the office can stay connected and responsive, ensuring they never miss a potential lead.

HubSpot Homepage Redesign

The HubSpot homepage has undergone a significant redesign, offering a more personalized and informative experience. The new homepage includes recent activities, workflow errors, and Academy lessons, making it a comprehensive dashboard for users. Users can now get a quick overview of their recent activities and any issues that need attention, streamlining their daily tasks.

💡Unmatched Insight: While the redesign has received mixed reviews, it aims to provide a more holistic view of your HubSpot environment, making it easier to stay on top of your tasks.

⚠️ Make sure to check alerts - these might detail a portal overview and not be user specific. 

HubSpot Deep Research Connector

The new HubSpot Deep Research Connector integrates with Chat GPT, enabling detailed reports and insights directly from your CRM data. This feature is available for Chat GPT Teams and Enterprise accounts.

Use Case: C-suite executives and data analysts can now generate in-depth reports and insights without manual data extraction, making decision-making more informed and efficient.

💡Unmatched Insight: This integration leverages AI to provide deeper insights, making it a powerful tool for data-driven decision-making. Keep an eye on our LinkedIn to see a demo!

Basic Record Cloning

HubSpot now allows you to clone records like deals, contacts, and companies, making it easier to replicate data. This feature is particularly useful for managing renewals and multiple deals.

Use Case: Sales teams can quickly clone deals for renewals, ensuring all relevant information is carried over without manual entry.

💡Unmatched Insight: This update simplifies data management, making it easier to handle repetitive tasks and maintain data consistency. Clone deals along with line items (no unnecessary workaround needed!).

New Standard Sandbox with Improved Production Metadata

The new standard sandbox now supports deploying assets from the sandbox to production, making testing and implementation more efficient. This feature is particularly useful for larger organizations that need to test changes before going live.

Use Case: Development teams can now test new workflows, integrations, and customizations in a sandbox environment and deploy them to production seamlessly.

💡Unmatched Insight: Testing in a sandbox just got upgraded! This feature allows you to use a sandbox as it's designed. Test out new workflows in the Sandbox and deploy into your live environment. Low risk = high reward. 

Create Multi-Select User Properties

HubSpot has introduced multi-select user properties, allowing you to assign multiple users to a single property. This feature is ideal for teams that need to collaborate on specific tasks or accounts.

Use Case: IT teams or collaborative sales teams can now assign multiple users to a single account or task, improving collaboration and accountability.

💡Unmatched Insight: While not suitable for all use cases, it provides greater flexibility in managing team responsibilities and collaboration.

Redesigned CRM Index Pages

The CRM index pages have been redesigned to offer a cleaner and more user-friendly interface. The new design includes improved column management and the ability to hide the filter bar, making it easier to navigate.

Customize your CRM index pages to better suit your workflow, improving efficiency and user experience. You can personalise your 'Quick Filter's tab too!

Video Chapter Editing & Auto Captions

HubSpot now allows you to add chapters and auto-generated captions to your videos. This feature is particularly useful for creating more engaging and accessible video content.

Use Case: Marketing teams can now create videos with chapters and captions, making them more accessible and easier to navigate for viewers.

💡Unmatched Insight: Using this feature you can enhance your video content, and make it more engaging and accessible, improving viewer retention and engagement. 

Whether you're a marketer, sales professional, or customer service representative, these new features are designed to make your job easier and more efficient.

Stay tuned for more updates at our weekly PUBs!

🤖 AI Insight: This blog has been created using Content Remix. A human (Unmatched team member) has spent some additional time editing the content.