Apr 15, 2025 HubSpot Updates - Global Navigation Updates...Again!

  • 32 min

Apr 15, 2025 HubSpot Updates - Global Navigation Updates...Again!

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show

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A detailed look at the latest HubSpot platform updates to enhance your workflow and improve efficiency.

Overview of Recent HubSpot Updates

On April 15th, HubSpot introduced a series of platform updates designed to enhance user experience and improve workflow efficiency. These updates were discussed in detail on the 'Wake Up with Customer Platform' podcast, hosted by Chris Carlin, Casey Hawkins, and George B. Thomas. The updates cover various aspects of the platform, including deal insights customization, global navigation enhancements, and more.

Platform Updates Detailed

Customizing Deal Insights for Better Metrics

HubSpot has introduced a new feature that allows users to customize deal insights, which is currently in private beta. This feature enables users to tailor the data well on the deals index page to display metrics that are most relevant to their business. By clicking a gear icon, users can select which metrics to view, making it easier to access the necessary data for faster and more informed decisions.

Streamlined Global Navigation Enhancements

Scheduled for release on April 16th, the global navigation structure has been updated to feature dedicated spaces for sales and service. This change aims to improve user experience by making it easier to find everything related to these specific use cases. As the HubSpot product continues to grow, this iteration of the global navigation information architecture addresses customer feedback and aims to reduce bounce rates by 5.6%.

Enhanced Deals Sidebar Experience for Sales Reps

The new deals sidebar provides sales representatives with critical deal context in a two-column layout within the sales workspace. This enhanced layout helps sales reps access essential deal information without excessive scrolling or navigating away from the workspace. Admins can customize the sidebar to display the most relevant information, ensuring increased visibility into deal risks, next steps, and guided actions.

New Property Control Features in Record Merges

A recent update allows users to choose which fields get copied from merges. Previously, the most recent field was always selected, which could be frustrating. Now, users can pick specific fields, and the original source defaults to the oldest data, providing better control over the information. This feature, initially in beta, is scheduled for release soon.

Mobile Dashboard Filtering by Owner and Team

HubSpot's mobile app now allows users to filter dashboards and reports by owners or teams. This feature is particularly useful for sales managers who need to focus on specific reps or teams without creating multiple copies of dashboards. Available on both Android and iOS, this update simplifies data exploration on mobile devices.

Community Discussions and Ecosystem Insights

During the podcast, the hosts discussed various community insights and potential future enhancements. For instance, the new deal insights customization could pave the way for similar customizations in other object views. The hosts also highlighted the importance of the enhanced deals sidebar in improving the user interface and functionality.

Additionally, the community expressed interest in features like scanning LinkedIn QR codes to register new contacts via the HubSpot app. While this feature is not currently available, the discussion emphasized the importance of integrating such functionalities to streamline processes and reduce duplicates.

Key Takeaways and Next Steps

The latest HubSpot updates focus on enhancing efficiency and user experience. Customizable deal insights, streamlined global navigation, and enhanced deals sidebar are significant improvements that can help users manage their workflows more effectively. The new property control features in record merges and mobile dashboard filtering further contribute to a more seamless experience.

As HubSpot continues to evolve, users can expect more updates that address community feedback and improve overall functionality. For those interested in exploring these new features, requesting access to beta versions and participating in community discussions can provide valuable insights and opportunities for feedback.

By staying informed and actively engaging with the platform, users can maximize the value of HubSpot's capabilities and build more efficient workflows.