(Apr 2- Apr 9) The most recent developments in HubSpot product updates!

 

Autosave properties on the about section and record preview

Editing properties on the record page and Preview sidebar is now faster, easier, and more intuitive. Instead of clicking ‘save’ after each edit, HubSpot will save your property edits as they are made on the ‘about this record’ section on the left sidebar of the record page, as well as the Preview sidebar.

 

Property autosave will reduce the number of clicks required to enter data in the CRM, making data entry fast and saving you time.

Additionally, property autosave will decrease the risk of data entry errors and data loss when users forget to hit ‘save’ before moving on to the next task in the CRM. Users’ work will be saved as they go.

How does it work?

Edit properties on ‘about this record’ section of the record page. Clicking ‘save’ is no longer required. Instead, a ‘save’ status component will be displayed at the bottom-left of the screen, indicating when changes are saved.

User Time Zones for Marketing Content Scheduling and Marketing Index Pages

HubSpot now has the rollout of the User Time Zone feature, the first step toward a seamless time zone experience across HubSpot. You can now set your preferred time zone for Marketing Content Scheduling (email, social, and SMS) and Marketing Index Pages. The aim is to expand this feature throughout the platform for consistent time zone experiences, and to keep you updated on developments.

Customers operating across multiple geographic regions, such as North America and Europe, often face challenges due to users existing in different time zones. This can impact their ability to effectively utilize HubSpot’s tools. With the upcoming changes, the aim is to enhance the experience for teams with users in diverse time zones within the same account.

How does it work?

With this release, the platform aims to improve how you manage your time settings. By default, your time zone will automatically align with the location of your device. However, you can adjust this setting if needed. Here's how:

1. In-App Adjustment: Wherever the "User Time Zone" feature is available, you'll find a helpful tool tip. Clicking on it will provide a link to change your time zone. For this release, this feature is available on the marketing index pages for email, social, and SMS, as well as within the marketing content scheduling experience for these same platforms.
2. User Preferences: You can also update your time zone from your User Record by navigating to Preferences > Profile.

With these settings, all times displayed on the Marketing Index Pages and during Marketing Content Scheduling (email, social, SMS) will reflect your chosen time zone, giving you a more intuitive experience.

Quick Access Report Settings

You can now make fast and easy edits to your Reports from the Report Viewer.

Making small changes to your Reports can be time consuming, bringing Report Settings to the Report Viewer makes it easy to access important settings with a single click.

How does it work?

Report Settings brings the most commonly used controls from the Builder into the Report Viewer. To get started, open a report into the Report Viewer by selecting it from the Reports List or clicking "View & Filter" from a Dashboards.

When available, a new "Settings" tab will appear on the right side of the screen.

This tab contains several groups of controls to help make fast and easy changes.

The set of controls displayed depends on the configuration of the Report (ex. Currency Setting only displays on Reports using a currency property).

Define settings:

• Show Metrics: Show or hide the summary metrics section above the report visualization.
• Selected Properties: Control the properties available within this report. This controls what properties will show in Metric, Dimension, and Breakdown controls. Additionally, the selected properties controls what columns show in an export of this report and the tables beneath the visualization.

• Metric Property: Controls the property the report is measuring and how that property is aggregated. Only properties that can be aggregated are selectable. In a report meant to show the count of contacts over time by owner, the metric would be "Count of Contacts"

Group settings:

• Dimension: Controls the property used to split the Metric property into smaller segments. In a report meant to show the count of contacts over time by owner, the dimension would be the property being used for time.
• Breakdown: Controls the property used for a secondary split of the metric property. In a report meant to show the count of contacts over time by owner, the dimension would be the property being used for owner.
• Cumulative: Controls if the metric value will accumulate from the left to right of the report.
• Frequency: Controls the buckets for date values.

Compare settings:

• Compared to: Add over time comparison data to your report based on the selected time range.
• Reference line: Add either goal or static number based lines to your report.

Analyze settings:

• Trends: Add reference trend line or AI prediction data to your report.
• Anomalies: Add AI-based Anomaly detection data to your report.

More settings:

Stacked: Controls how reports with a breakdown stack values within each bucket.

Currency: Controls the currency displayed in Report.

Reset options: undo any changes to the latest saved version of the Report.

Remember, any changes to these settings will not be retained unless the report is saved!

Initially only available on Reports built using the Single Object Report Builder.

Quick Setup Wizard for QuickBooks Online

Commerce Hub is launching a new, easy, and fast way for you to setup your accounting sync with QuickBooks Online. You can now set up your invoices, contacts, and products to sync to QuickBooks Online through three button clicks, following a revamped, one-page flow. If you're looking for more customization to meet your business needs, you can still access the full power of the integration through advanced settings.

Setting up your QuickBooks Online Sync is now easier and more intuitive. You'll benefit from a more straightforward, seamless setup with more default settings that simplify syncing your invoices and payments between HubSpot and QuickBooks Online. This means your financial data stays accurately synchronized without the complex multi-step process previously required.

How does it work?

Getting Started with Guided Setup

Upon installing the QuickBooks Online integration you will be redirected to the Guided Setup page, a one-page flow that makes accounting sync setup easy and fast.

Sync Setup

You will be guided through the sync setup steps for Invoice Sync, Contact Sync, and Product Sync. Steps that require any action from you will be clearly highlighted for ease of completing the setup.

 

 

Completing Guided Setup

When you're happy with your setup for all the data to be synced between HubSpot and QuickBooks Online, click Save and Start Sync and begin syncing data with your accounting system.

Edit Labels for SMS Test Numbers

SMS users will now be able to add and edit labels for test phone numbers within the SMS Editor.

Before sending an SMS, users are encouraged to send a test message to themselves or a colleague to check and make sure everything is set up correctly. With customizable labels, you'll never second-guess which test number belongs to which team member, saving you time and preventing confusion when verifying your messages look perfect.

How does it work?

To edit a label for a Test Number in your HubSpot account:

• Navigate to Marketing > SMS.
• Click the name of an existing drafted SMS to enter the SMS Editor.
• Click Send test message and under the Choose one or more recipients dropdown select Manage phone numbers.

• Hover over the label you would like to modify and click Edit.

 

New visual indicators in the deals table that flag potential deal risks and recommend specific actions, enabling sales reps to quickly identify priorities across their pipeline at a glance.

When managing multiple deals with competing priorities, it's challenging to:

• Identify which deals need immediate attention
• Determine the most impactful next actions
• Spot potential risks before they jeopardize closing

These visual indicators bring critical insights directly into your workflow, allowing you to prioritize effectively and take strategic action without switching contexts.

How does it work?

Go to Settings > Objects > Deals > Deals Table and look for the indicator icons displayed beneath each deal name in your deals table.

Click on an icon to view detailed information about the guided action or deal risk andake appropriate next steps based on the provided insights.

 

Click View more to open the deal sidebar for additional information.

Tasks in the Sales Workspace

Task management functionality is now integrated within the sales workspace, allowing users to search, sort, and organize tasks without switching contexts.

• Keeps sales reps focused by centralizing task management within the sales workspace
• Eliminates the need to switch between different apps to manage HubSpot tasks
• Saves time with customizable views and bulk task actions

How does it work?

Look for the new Tasks tab within your sales workspace. You'll find familiar search, sorting, and filtering tools to help you stay organized.

Create your personal views

Save your frequently used filters as custom views that appear in your sidebar for one-click access. These personalized views eliminate the need to recreate the same filters repeatedly, saving you valuable time.

 

Visualize your workflow your way

Switch between list and board views with a single click to see your tasks in the format that works best for you. Your preferred view will be remembered when you return, so you can pick up right where you left off.

 

 

Take action more efficiently

Select multiple tasks at once and execute them through the new guided execution queue. This streamlined experience provides all the context you need while completing tasks, helping you work faster with fewer clicks.

Start Campaigns with AI

Get your campaign up and running quickly with ‘Start with AI’.

Simply upload a (brief) document or describe your campaign, and let Breeze automatically generate key details—including campaign name, goal, audience, and budget—while recommending the best assets to help you launch faster with confidence.

 

This innovation transforms your brief into a strategic plan, saving you time and helping you launch your campaign with ease.

Today, setting up a campaign is time-consuming and manual. You have to copy-paste your entire campaign strategy into the Campaigns app, with no direct way to leverage your existing external documents or brief descriptions.

Beyond that, creating a campaign lacks built-in strategic guidance—especially when it comes to choosing the right channel mix and getting started efficiently. Without clear recommendations and guidance, you might find it challenging to get the most out of your campaigns.

With this new Campaigns entry point, you can:

• Automate campaign creation by simply uploading a document or providing a short description, and Breeze will structure your campaign instantly.
• Receive strategic AI asset recommendations that suggest an optimized channel mix.

This ensures that your campaign is built on data-driven insights, giving you the confidence and clarity to execute.

How does it work?

Effortlessly launch your campaign with Breeze-powered support. Follow these simple steps:

Provide your campaign details

1. Navigate to Campaigns and click 'Create campaign'.
2. Select 'Start with AI'.
3. Share a brief outlining your campaign goal, target audience, budget, deliverables, and other key details by (1) uploading a document or (2) providing a campaign description.
4. Click 'Create' to proceed.

AI-powered campaign setup

From there, Breeze builds a core framework for your campaign that includes:

• A suggested campaign name
• Your campaign audience, goal and other key campaign properties - all ready to review
• A full budget breakdown – with individual line items and total allocation (if provided)
• The top three asset recommendations (plus the rationale behind them) - optimized for your ideal channel mix

 

This streamlined process ensures a faster, more efficient campaign setup, giving you data-driven insights right from the start.

As the HubSpot product continues to grow, the global navigation needs to continue to scale and improve to provide a great user experience.

This iteration of the global navigation information architecture addresses customer feedback about the need for dedicated Sales and Service spaces, especially now that the platform has a clearer distinction between the features both Hubs offer.

Also, with this set of changes that's bringing the product experience closer to the way it's marketed and sold, thus matching expectations buyers have when they become users, during their evaluation and unboxing experience.

As a result of these changes, there seems to be a significant decrease in bounce rates after users click on a primary navigation menu item, indicating they're finding what they're looking for with more confidence and reaching their final destination faster.

The global navigation structure now features dedicated spaces for Sales and Service, making it easier to find everything related to those use cases.

How does it work?

Here are the main highlights for how the structure of the primary navigation menu items has evolved:

• Sales and Service are now available as primary menu options, each featuring its corresponding Workspace and use-case specific tools
• As a result, Workspaces and Library are no longer separate primary navigation menus
• The CRM primary navigation menu now includes Playbooks, Templates, and Snippets, enablement tools that are frequently used by different personas
• Sales, Service, and Marketing Analytics tools are featured in each corresponding primary navigation menu, thus helping users find the type of reporting they're looking for faster

 

Meet customers in their currency with expanded multi-currency support in Commerce Hub. You can now sell in 130+ global currencies through HubSpot payments and Stripe payment processing, enabling you to charge buyers in their preferred local currency.

When your customers see pricing in their local currency, they understand exactly what they'll pay without confusion or surprises. They don't need to worry about potential costs associated with fluctuating exchange rates, which builds trust at checkout. This enables your customers to pay in their currency while you get paid in yours, making it easier to expand globally.

How does it work?

Previously, when creating a quote, invoice, or payment link that was enabled for online payment collection, the list of available currencies was restricted.

Now, with 130+ currencies supported for online payment, you can bill and collect payment in a wider variety of localized currencies.

Guided Execution of Activities in the Sales Workspace