HubSpot's Latest Updates: What's New and How to Use It
Alright, HubSpot humans, let's dive into some seriously exciting updates that are rolling out! We're talking about features that'll make your life easier, your data cleaner, and your marketing even more effective. Get ready to level up your HubSpot game!
Supercharge Your Slack with HubSpot Link Previews
Ever wish you could get a quick peek at a HubSpot record without leaving Slack? Well, your wish has been granted! HubSpot's Link Previews (aka unfurls) in Slack are now live after a beta period, and they're a game-changer for team communication and collaboration.
What It Is:
- When you share a HubSpot record link (like a deal, contact, or company) in Slack, you'll now see a rich, structured preview.
- This preview gives you a snapshot of key CRM data directly within your Slack conversation. No extra clicks needed!
Why It Matters for You:
- More Data, Fewer Silos: This update brings critical CRM insights directly into your team's communication hub. You're getting the context you need without bouncing between tools.
- Accelerated Decision-Making: Imagine your sales team discussing a deal. With a quick glance at the Slack preview, everyone has immediate access to the deal's status, value, and next steps. Decisions happen faster when everyone's on the same page.
- Reduced Cognitive Load: Stop the tool-switching madness! By having essential information right there, you're reducing the mental effort required to get up to speed, keeping your focus where it needs to be.
- Keep Everyone Aligned: Inline context ensures that all humans involved in a conversation have access to the same up-to-date information, fostering better alignment and preventing misunderstandings.
Actionable Takeaway: Encourage your teams, especially sales and service, to share HubSpot links in Slack. It'll streamline their workflows and keep everyone informed effortlessly!
Streamlined Approvals and Export History Management
Admins, pay attention! HubSpot's making it easier to manage your internal processes and keep your data clean.
New Look for Approvals Settings
- In Marketing Hub and Sales Hub, you'll find a redesigned approval settings experience.
- This new design aims to make it clearer and simpler for admins to configure how approvals work across your account, reducing confusion and setup friction.
Actionable Takeaway: If your team uses content or deal approvals, head over to your settings. You can easily find "approval settings" using the global search in HubSpot. Explore the new interface and ensure your approval workflows are dialed in for maximum efficiency.
Export History Retention Policy
Mark your calendars! Starting March 2nd, HubSpot will automatically delete export records that are three or more years old. This is happening to optimize system performance.
- Your export workflow won't change.
- Export files themselves are still available for 30 days after creation.
- Only the historical record of very old exports will be affected.
Actionable Takeaway: Don't panic! This change won't impact your ability to export data. Just be aware that very old export records will be removed from your history. If you have a critical need for records older than three years, ensure you've saved the actual export files.
Build Smarter Segments with Granular Filter Insights
This is a big one for marketers and anyone building lists! Say goodbye to guesswork when creating complex segments.
What It Is:
- You can now see exactly how each filter you add shapes your segment in real-time.
- As you build, you'll get immediate visibility into how many records match at each step, which filters are expanding or narrowing your audience, and if a filter has no effect (it'll be clearly flagged at zero matches).
Why It Matters for You:
- No More Trial and Error: Previously, you'd add filters, save the list, and then check the results. Now, you get instant feedback, allowing you to build with confidence.
- Prevent Wasted Efforts: Test your filters as you go, spotting issues instantly and ensuring your segments are precise from the start.
- Fine-Tune with Precision: Understand exactly how each part of your total population meets each filter's criteria, leading to more accurate and effective audience targeting.
Actionable Takeaway: The next time you're building a list or segment, pay close attention to the new granular filter insights. Use them to refine your criteria, ensure accuracy, and save yourself a ton of time!
Customizable Customer Success Workspace Sidebar
For our customer success humans, this update is all about efficiency and context!
What It Is:
- The Customer Success Workspace now features a persistent, customizable sidebar.
- This sidebar provides comprehensive customer context and actions directly within the workspace.
Why It Matters for You:
- Reduce Workflow Disruption: Customer success professionals often lose efficiency by constantly switching to the record page to access vital customer context. This feature keeps everything you need in one place.
- Tailored Information: The default side panel isn't always relevant enough. Now, you can customize it to display the critical, specific customer information you need most, reducing the need to hunt for data.
- Save Time: By having all essential information and actions readily available, you'll spend less time navigating and more time engaging with your customers.
Actionable Takeaway: If you're using the Customer Success Workspace, dive into the customization options for the extended sidebar. Configure it to show the most relevant customer data and actions for your team's workflow.
TikTok Ads Integration and Improved Spam Management
Two more updates that'll impact your marketing and data quality!
TikTok Ads Integration (Private Beta)
TikTok is a powerhouse, and now you can bring its advertising data directly into HubSpot.
- Connect new or existing TikTok ad accounts to HubSpot.
- View Reporting: See TikTok ad reporting alongside other channels.
- Attribution Insights: View how many contacts and deals are attributed to your TikTok campaigns.
- Audience Sync: Sync contact segments as TikTok audiences.
- Pixel Tracking: Add tracking TikTok pixels to your website.
Actionable Takeaway: If you're running TikTok ads (or planning to!), explore this private beta. Unifying your ad data will give you a much clearer picture of ROI and allow for smarter audience targeting.
Improved Spam Visibility and Management in Forms
Dealing with spam submissions is a pain, but HubSpot's making it easier to manage.
- New Spam Tab: Each form now has a dedicated spam tab.
- Richer Details: Get more comprehensive details about spam submissions.
- Easier Access: Simplified access to spam protection settings and spam submissions across all forms from the global forms analyze tab.
Why It Matters for You: It's been tough to understand where spam shows up and how serious it is. These updates make spam easier to notice, interpret, and manage, reducing the time needed to triage submissions and keeping your data cleaner.
Actionable Takeaway: Regularly check the new spam tab on your forms. This increased visibility will help you identify problematic forms or trends and take action more quickly, ensuring your CRM data stays clean and reliable.
Enhanced Multi-Step Form Logic with Hide and Show Steps
For those of you building multi-step forms, get ready for some serious power-ups!
What It Is:
- Hide Steps: Hide one or more steps when specific conditions are met.
- Show Steps: Dynamically reveal steps based on a visitor's responses.
- Improved Field Actions: "Show fields" now includes rich text and content blocks.
- Smoother Completion: If "hide steps" removes all remaining visible steps, the form will automatically surface the submit button.
- The "skip to step" action is now deprecated, as "hide steps" offers a simpler and more flexible approach.
Why It Matters for You:
- Personalized Experiences: Create clean, personalized, and frictionless multi-step experiences for every visitor. Forms work best when they feel straightforward and relevant.
- Increased Conversions: By showing only the most relevant questions and content, you're reducing friction and making the form-filling process more intuitive, which can lead to higher completion rates.
- More Control: You have greater control over the visitor's journey through your forms, tailoring the experience to their specific needs and responses.
Actionable Takeaway: Review your existing multi-step forms and consider how you can leverage "hide steps" and "show steps" to create more dynamic and user-friendly experiences. This is a fantastic way to improve conversion rates and gather more accurate data!
