Inbound 2022: Operations Hub & Data Management Overview
In this article, and all the ones linked below, we're summarising everything you need to know about...
In this article, and all the ones linked below, we're summarising everything you need to know about the HubSpot updates and features that were announced at Inbound 2022.
Inbound is HubSpot's annual user and partner conference, where they unveil the latest and greatest in their product offerings for the year ahead. Held in Boston this week (7th - 9th September 2022), speakers include President Barack Obama, Sam Parr and HubSpot founders Brian Halligan and Dharmesh Shah.
The world is suffering from a crisis of disconnection. We have disconnected data and systems, disconnected customers, and disconnected people.
HubSpot's solution is simple. A Connected CRM platform that's more than just software, and that lets you create deeper and more meaningful relationships with your customers.
Buidling a connected CRM platform is key for HubSpot for 2022/23, and the features being announced lean into that theme.
CRM Customisation is something that HubSpot....
Available in Professional & Enterprise
Release date: In BETA
Admins can optimize the right sidebar for reps by showing or hiding card sections. Customers can configure conditional logic to show only relevant cards to different teams.
Customers can display internal data (e.g. chart with page views, table with customer summary data, button to launch a workflow) or external data (e.g. data from internal systems, Google Sheets, Amplitude chart). Customer developers will use developer platform tools to build in the custom tab.
Available in Free
Release date: NOW LIVE & In BETA
Log new types of customer connection activities manually including SMS, LinkedIn Message, WhatsApp, and Physical Mail. (In Beta by INBOUND).
Configure which activity buttons appear in the record highlight card and reorder them for quicker access. (Live by INBOUND)
Available in Free (more features in Professional+)
Release date: In BETA
See critical information on a new overview tab on all records. Pro+ customers can configure the layout and which properties are shown such as property highlights, a recent activities card, and associations tables. These customers can also configure conditional logic to show different data to different teams. With Service & Sales Hub Enterprise, developers can create custom cards with development tools to feature on the custom tab.
Available in Sales Professional & Enterprise
Release date: In BETA
In addition to the Overview tab, Sales and Service Enterprise developers can create custom cards with development tools to feature in an additional custom tab if they need more space. Create custom cards to interact with internal or external data: a button to trigger a HubSpot workflow, property list of external ERP data, or statistics with market trends.
Available in Sales & Service Hub Starter+
Release date: NOW LIVE
Provide reps with unique phone numbers that can be used to place outbound and receive inbound calls right from and to their personal phone - without exposing their personal number.
Even better, record, transcribe, and coach based on the content of these calls with transcriptions live in the CRM.
Note: HubSpot-provided numbers for inbound calling are now available in the US, UK, and Canada).
Available in Sales & Service Hub Enterprise
Release date: In BETA
Custom goals help you easily set, track, and manage performance by setting goals unique to your business. Keep goals updated by automatically by reflecting any changes made to targets in the progress bar. Align stakeholders with notifications based on setting, achieving, exceeding, and missing goals to drive better transparency and shared accountability.
Available in Sales & Service Hub Professional+
Release date: NOW LIVE
The easier deals are to manage, the more likely they are to close - which is why we’ve invested in better deal management functionality. Improvements to forecasting and deal management include: a new goals app (Live at INBOUND), team goals (Live at INBOUND), and better integrated forecasting and deal management experiences for reps (Live at INBOUND).
Available in Marketing & Service Hub Professional & Enterprise
Release date: In BETA
Teams can connect a WhatsApp business account as a messaging channel in the shared inbox and communicate with prospects and customers. This launch will support both business initiated and contact initiated WhatsApp messages (video and images supported), and conversations will be visible on the contact record.
Available in Marketing Hub Professional & Enterprise
Release date: NOW LIVE
By running campaigns in HubSpot, you’re able to take tactics and turn them into a fully orchestrated strategy.
Your entire team is able to gain alignment to ensure seamless campaign execution, drive engagement at every touchpoint for a great customer experience, and tap into insights that drive campaign optimization and growth.
Campaigns are truly the one-stop-shop for your entire marketing team to gather around, and create beautiful orchestrated and omni-channel experiences for your customers.
Available in Marketing Hub Enterprise
Release date: In BETA
Marketers’ goals and reporting needs vastly different between organizations - and one-size-fits-all reporting often doesn’t make the cut.
New customer journey analytics gives marketers the ability to visualize their customer’s entire end-to-end journey and get deep insights into how to optimize the moments that matter most for increased conversion.
Available in Marketing Hub Professional & Enterprise
Release date: In BETA
Future proof your ad strategy with HubSpot’s ad conversion events, which will power your hyper targeted ads across the major ad networks.
By the end of 2022, HubSpot customers will be able to fully realize all of their first party data so they are able to target, report, and optimize in a cookieless, privacy first world. Note: LinkedIn will be available, other platforms coming later this year.
Operations Hub is receiving some huge updates this year.
Available in Free
Release date: NOW LIVE
Connect third-party apps to your HubSpot product library to run a data sync bidirectionally. Setting product sync up is just as easy as setting up any other data
sync through the app marketplace. This feature is not limited to just Quickbooks and Shopify anymore - it now allows over 20 data sync apps to run product library syncing.
Available in Free
Release date: In BETA
Before, data sync worked with contacts, companies, and deals. With Invoice Sync, you can sync your invoices one-way from third-party apps (Quickbooks, Dynamics 365, NetSuite, etc.) to HubSpot. This expands beyond just Quickbooks Online, and further embeds it in the data sync framework.Get the complete picture of your business and let actual revenue power marketing, sales and services insights in HubSpot.
Available in Free
Release date: In BETA
Understand integration health and diagnose syncing issues quickly and easily, to ensure your systems and teams stay aligned around consistent data as you scale.Inside the app's sync settings, we've added a new tab called 'Sync health'. This will show you which integrations are insync, excluded from sync, or failing to sync.
Available in Sales & Service Enterprise
Release date: In BETA
With the Projects GitHub Integration developers can use GitHub as the source of record for their HubSpot Project’s codebase. They can collaborate with their teams using familiar GitHub tools and workflows and trigger project builds by pushing code to their repositories.
Available in Sales & Service Enterprise
Release date: In BETA
We are committed to creating a world class experience for HubSpot developers. This includes making improvements to the debugging experience. In addition to improving existing features, we are introducing a new CRM mid-panel card logging system.
This logging system allows developers to monitor how their private app's function. Each log will contain details about each execution, including whether it passed or failed. These logs will make it easier for developers to debug potential causes of failure.
Available in Sales & Service Enterprise
Release date: In BETA
We now offer developers the ability to craft new CRM cards that will make it easier for CRM users to do their jobs.
The new CRM Card Builder tool provides an interactive interface for developers to easily develop the necessary JSON payloads to deploy custom CRM cards in the middle panel of the HubSpot platform.
Moreover, developers can also use these CRM cards on custom objects or display custom object data over other records.
Available in Free
Release date: NOW LIVE
Enforcing consistency is key to keeping your data clean over time. Property validations give you more control over the data that reps enter manually without adding annoying processes or procedures that can slow them down.
The result? Fewer inconsistencies in the database, less friction in the flywheel, and a smoother customer experience.
Available in Free
Release date: In BETA
Stop bad data before it starts. Our new import experience flags and resolves data errors before they can be published to the CRM. That means less manual work now and less reactive problem-solving down the road, giving you more time and confidence to level-up your impact.
Available in Free
Release date: In BETA
Data quality starts with a good data structure. The data model feature makes it easy to visualize how your data is organized in HubSpot so you can have confidence in your CRM from day one. Get a complete visual representation of HubSpot standard objects, properties, and associations — all consolidated into a single view.
Available in Enterprise
Release date: In BETA
Customize your data model around your company —not the other way around. With custom objects, your CRM setup can be as unique as your business. And with the new custom object builder, you've got a simple, intuitive way to build your custom objects. No code required.
It allows an admin to define the name, plural name, and first property of a custom object. It requires them to use separate tools to manage associations, create custom properties, and set up customizations.
Available in Professional & Enterprise
Release date: In BETA
You can't fix what you can't find. In the data quality command center, get at-a-glance insights on the health of all your HubSpot data in one place. Identify stale properties, integration bottlenecks, and more, so you can get ahead of problems before they snowball.
Why does this matter?
Available in Professional & Enterprise
Release date: In BETA
Forget the manual burden of fixing data errors. HubSpot's Artificial intelligence continuously scans your database for issues and recommends automations to fix them. Put simply, HubSpot CRM cleans itself.
6 min read
In this article, and all the ones linked below, we're summarising everything you need to know about...
3 min read
In this article, and all the ones linked below, we're summarising everything you need to know about...
2 min read
In this article, and all the ones linked below, we're summarising everything you need to know about...