(Apr 23- Apr 30 ) The most recent developments in HubSpot product updates!

You’ll now be able to set validation rules for phone number properties. Additionally, you will be able to set a default country code for phone number properties that will automatically be applied to updates to phone numbers via Import and manual data entry.

How does it work?

Objects>Settings>Properties>Edit Property

1. Phone number validation rule

• The phone number validation rule ensures that the property value matches E.164 format, which is the international standard for phone numbers. Specifically, this validation ensures that the phone number:
  
  • Include a valid country code, starting with a plus sign
  • Match number formatting for the chosen country code
  • Contain between 4 and 15 digits
  • Contain only numbers and a leading plus sign (+)
• Phone numbers will continue to be saved without formatting. In HubSpot, numbers will display using the regional format. For example, +1(888) 482-7768 would be saved as +18884827768 but displayed as +1(888) 482-7768.
• You can apply this validation rule to both default and custom phone number properties.
• Once you apply the validation rule, users will no longer be able to ‘remove phone number formatting’ from phone number properties when editing in the CRM.

• The validation accepts extensions in the following format: +18884827768 ext 123.

2. Default country code

• The default country code can be used to validate phone numbers which do not contain a country code. This makes it easier to bring phone numbers into your portal that may not have a country code, but which are valid with the right country code.
• To use this feature, you must select a country code.
  
  • If the phone number is valid with the country code selected, this country code will be added before the value is saved.
  • For example, if the property Mobile Phone Number has a default country code set to United States, when a value such as (888) 482-7768 is imported, this value will be validated as +1 (888) 482-7768 and the country code +1 will be prepended upon being saved to the CRM.
• The default country code is applied on manual data entry and Import. It is not applied for updates via API/integration.
• You must apply a validation rule to a given property in order to set a default country code.
• The default country code does not prevent phone numbers with country codes that are different from the default country code from being entered.

Sharing Credit Card details in Checkout

This rollout enhances the checkout experience by allowing stored credit card details to be shared between super admins and billing admins. Previously, only the user who initially added the credit card could see it during checkout.

What is Changing?

With this update, stored credit card details will now be accessible to all super admins and billing admins in checkout. This means that any super and billing admin within the organization can seamlessly use the previously stored credit card for transactions without needing the original user to complete the checkout.

• Added Credit Cards in checkout will now automatically saved and shared with other super and billing admins
• See stored credit card details in checkout, as long as they are linked to your active subscription, even if you weren’t the one who originally added them.
• Complete transactions more efficiently, reducing the need for multiple users to re-enter payment information.
• Ensure a smoother and more consistent checkout experience for admins managing payments.

Customers who have previously completed checkout using their credit card expect to see their stored card details during future checkouts. Currently, the credit card is only visible if the same user who added it returns to checkout. With this release, the aim is to share the stored credit card details between super admins and billing admins, allowing any of them to view and use the previously used credit card during checkout.

How does it work?

All customers using credit card as payment method

Streamlined Install Flow for New Apps in the Marketplace

HubSpot is standardizing the app install flow, so users go through a consistent and predictable install experience regardless of they app they are installing from the App Marketplace. Starting on April 23, 2025, this change applies to all newly created app listings.

How does it work?

For HubSpot customers, as this transition is made, you will soon have a consistent app install experience across most listings in the App Marketplace. You'll be prompted with the following steps:

1. Agree to terms and conditions of app
2. Additional (optional) setup prompts, like sign up, payment, etc.
3. Installation complete
4. Click "Explore App Features" to be directed to "Feature Discovery Tab" on the Connected App page in your HubSpot portal for further education on getting the most out of your newly installed app

For HubSpot app partners, starting April 23, 2025, any new app will no longer be able to fill in the "install button URL" field. Instead, here is what you will be able to do:

1. Add all potential redirect URLs to your app in app settings
2. Then select from a dropdown of pre-populated redirect URLs to associate with your "Install" button on your listing; you can only select one
3. Once the install button URL is selected, you can preview the app install UX
   
   

Enhanced board experience and Board View for Contacts & Companies

This update brings you both:

1. The option to see your contact and company records in a board view, and
2. A redesigned board experience across all objects with a board view--including deals and tickets

Here's what you'll find:

• Board View for Contacts & Companies: See your records organized by lifecycle stages for a real-time, actionable view
• Faster Scanning: Enjoy a streamlined board and card design for quick prioritization
• Personalized Views: Add up to 2 extra properties and reorder for your needs (applies to each user)
• Quick Actions: Take immediate action directly from board cards without leaving the board

How does it work?

To access the new board view for Contacts and/or Companies, navigate to your object index page:

• CRM > Contacts
• CRM > Companies

Click the board icon in the upper left corner of the page.

To customize your board experience:

• Go to your CRM board (left menu, select a CRM object)
• Click "Board options" (top right) or hover over a card and use the dropdown (top right)
  • Admins: Choose Edit cards (for all users) or Edit cards (for your view)
  • Users: Choose Edit cards (for your view)
• Customize card sections:
  • Properties: Admins (select up to 4), Users (add up to 2 extra, reorder)
  • Priority: Toggle on/off color-coded tags and priority dot
  • Associations: Customize displayed associations
  • Activities: Customize displayed activities

Customer Portal clients can now close their support tickets without waiting for an agent! With one-click, clients can “Mark as Closed” when their issue is resolved. Empowering your clients to manage their support requests prevents unnecessary confirmation on resolved issues and improves SLAs so your support team can focus on active tickets.

Support teams will remain able to revert the status to Open or another stage as required.

How does it work?

1. Go to Customer Portal settings
2. Navigate to the Ticket Actions in the General tab
3. Click Allow customers to close tickets from the portal
4. To enable this feature, you must configure all pipelines to their corresponding closed ticket stages. If you only have one closed stage in your pipeline, it will be selected by default.
5. Click Save