Apr 17, 2025 HubSpot Updates - Saved Leads Views and Today's Insights Feed

  • 32 min

Apr 17, 2025 HubSpot Updates - Saved Leads Views and Today's Insights Feed

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

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Explore the latest HubSpot platform updates and community insights from the April 17, 2023 episode of 'Wake Up with Customer Platform'.

Overview of Recent HubSpot Platform Updates

On April 17, 2023, the "Wake Up with Customer Platform" podcast delivered an insightful episode packed with the latest updates to the HubSpot platform. The episode, hosted by Chris Carolyn and Casey Hawkins, covered new features designed to enhance user experience and productivity. This article provides a detailed overview of these updates, including Leads Saved Views, Faster Email Testing, Today's Insights Feed for Service Hub, and the ability to build lists using document events. Additionally, it highlights community discussions and ecosystem insights shared during the episode.

Platform Updates Detailed

Leads Saved Views: Custom Filtered Views for Sales Reps

Leads Saved Views allow sales representatives to create and access customized filtered views of their leads. This feature is crucial for sales reps who need to quickly access different segments of their leads based on specific criteria to prioritize their outreach effectively. With Leads Saved Views, sales reps can:

• Save time by avoiding repeated filter setups
• Focus on the most relevant leads at any given moment
• Create personalized workflows that match their selling process
• Quickly switch between different lead segments based on their priorities

This feature is already available, and sales reps are encouraged to start using it to streamline their lead management processes.

Faster Email Testing with Litmus Integration

The Faster Email Testing feature, currently in private beta, allows users to preview their emails instantly across 100+ email clients, including Gmail, Outlook, and Apple Mail, before hitting send. This integration with Litmus ensures that email marketers no longer have to rely on crossed fingers or apologies for broken email layouts. The benefits include:

• Faster email testing without slowing down the email creation process
• Confidence in sending perfect emails to every inbox
• A redesigned experience making testing emails more efficient

Email marketers can request access to this private beta to improve their email testing workflows.

Today's Insights Feed: Streamlining Service Hub Data

Today's Insights Feed is a new feature designed to streamline access and consumption of Service Hub data. It enables leaders of support teams to monitor operational health with a holistic view, bringing together multiple data points into a single centralized location. With this feature, support organizations can expect:

• A new format of insight consumption with more timely and actionable insights
• Simplified data review processes with insights delivered in an intuitive text format
• Quicker, more informed decision-making and less time spent on manual data analysis

This feature is now available and aims to assist support team leaders in managing their data more effectively.

Building Lists Using Document Events

HubSpot users can now build lists using document events such as views, shares, and completions. This feature allows for smarter list building by enabling users to:

• Segment contacts and their related objects based on document events
• Use document filtering lists to access which contacts have interacted with documents
• Inform follow-up actions such as calls, emails, and workflows
• Build custom reports or lead scores based on document interactions

This update is now available and provides an additional layer of data for more targeted and efficient follow-up actions.

Community Discussions and Ecosystem Insights

During the episode, the hosts also touched on various community discussions and ecosystem insights. One notable discussion involved the use of wildcards in filtering and workflows. Kevin Van Beers from the LinkedIn community highlighted this feature, which allows users to enhance their lead routing and segmentation processes. This discovery sparked interest among listeners and demonstrated how even seasoned HubSpot users can continue to learn new tricks.

Another significant point of discussion was the sunset of the "currently in workflow" feature on April 18th. While this feature was not perfect and sometimes resulted in errors, its discontinuation prompted users to explore alternative solutions, such as creating active lists for workflows with multi-day delays.

Summary of Key Takeaways and Next Steps

The April 17, 2023 episode of "Wake Up with Customer Platform" provided valuable insights into the latest HubSpot platform updates. Key takeaways include:

• The introduction of Leads Saved Views for efficient lead management
• Faster email testing with Litmus integration to ensure flawless email delivery
• Today's Insights Feed for a streamlined review of Service Hub data
• The ability to build lists using document events for smarter follow-up actions

Listeners are encouraged to explore these new features and join the HubSpot community discussions to stay informed about best practices and emerging trends. To access the new features, users can visit the relevant links provided in the podcast episode or reach out to their HubSpot representatives for more information.