Apr 18, 2025 HubSpot Updates - Podcast Slide-in CTA & Dynamic Form Logic

  • 34 min

Apr 18, 2025 HubSpot Updates - Podcast Slide-in CTA & Dynamic Form Logic

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

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Stay updated with the latest HubSpot platform enhancements and new functionalities announced on April 18th, 2025.

Platform Updates Detailed

Create and View Notes in Help Desk (Replacing Comments)
Support teams can now view, create, and edit notes in Help Desk, replacing comments as the primary means for internal collaboration. This change addresses two significant pain points: streamlining collaboration between Help Desk and the ticket record and enabling users to create notes on blank tickets from Help Desk.

Convert Static Lists to Active Lists
Users can now convert static lists to active lists while keeping the list ID and references intact. Previously, if a static list needed updates, users had to clone or start over, causing the list ID to update and losing all references where the list was used.

Manage Workflow Metrics in Workflow Settings
HubSpot now allows customers to enable metrics for workflows, offering guidance on whether metrics are recommended for a specific workflow. This feature includes a limit of 20 workflows per portal with metrics enabled simultaneously, helping customers understand conversion and performance data for each part of the workflow.

Hidden Fields in Logic & Redirects
The platform now supports using hidden fields as trigger criteria in conditional logic and redirects. This update allows dynamic adaptation of forms based on visitor context, enabling personalized messaging, streamlined follow-ups, and improved campaign attribution.

Add a Meeting Calendar to CTAs
Users can now add a meeting calendar to CTAs, allowing visitors to book a time directly from the CTA without leaving the page. This feature reduces drop-off rates and makes it easier to convert high-intent leads.

Community Discussions and Ecosystem Insights

During the discussion, the hosts emphasized the value of these updates in improving the user experience and streamlining operations. They highlighted the importance of maintaining accurate exchange rates for businesses operating in multiple currencies and the benefits of automating exchange rate updates to reduce manual work and minimize financial risks.

The hosts also discussed the introduction of an improved app card configuration experience for marketplace apps, simplifying the onboarding process and enhancing the overall user experience. This update aims to address challenges with discovering and configuring cards offered by apps in the marketplace.

Implementation Guidance and Access Requirements

To access the new features, users can join relevant betas or update their system settings. For instance, the enhanced date-time property in marketing emails and SMS is scheduled for release on May 6th, 2025, but users can join the beta starting April 16th, 2025. Similarly, the new Help Desk notes feature requires users to ensure their team is prepared for the transition, as unenrolling from the beta is not possible once activated.

For users interested in the workflow metrics feature, it's essential to note the limit of 20 workflows per portal with metrics enabled. This feature is available at the enterprise level, providing powerful insights into workflow performance.

Key Takeaways and Next Steps

The latest HubSpot updates introduced on April 18th, 2025, offer significant enhancements and new functionalities aimed at improving user experience and operational efficiency. Key updates include the ability to create and view notes in Help Desk, convert static lists to active lists, manage workflow metrics, use hidden fields in logic and redirects, and add meeting calendars to CTAs.

To fully leverage these updates, users should explore joining betas, updating system settings, and ensuring their teams are prepared for the transitions. By staying informed and proactive, HubSpot users can maximize the value of these new features and drive better customer experiences.

For more details on these updates and to join the relevant betas, visit the provided links and stay tuned for further announcements.