On April 10, 2023, HubSpot's unofficial morning show, "Wake Up with Customer Platform," presented the latest updates and features for HubSpot users. Hosted by Chris Carrolyn, Casey Hawkins, and George B. Thomas, the episode covered significant platform changes designed to enhance user experience and streamline operations. This news article provides a detailed overview of the updates discussed, including new features, community discussions, and key takeaways for optimizing your HubSpot experience.
One of the major updates announced is the ability to schedule automatic exchange rate updates, currently available in a private beta. This feature allows users to automate the updating of exchange rates for multiple currencies in HubSpot. Users can schedule updates monthly, quarterly, or annually, eliminating the need for manual updates, which are often time-consuming and prone to errors.
Why It Matters:
Maintaining accurate and up-to-date exchange rates is crucial for businesses operating in multiple currencies. Manual updates can lead to financial discrepancies, but this new automation feature saves time, reduces errors, and minimizes financial risks. It allows businesses to focus on growth rather than administrative tasks.
Another significant update is the ability to save payment methods on file for subscriptions within the subscriptions editor. This feature speeds up payments by storing credit card and ACH details securely, leveraging Stripe’s API for secure collection and transmission of payment data.
Why It Matters:
Storing payment methods for future charges enables businesses to charge customers without requiring them to complete an online checkout process every time. This streamlines the revenue collection process, making it easier for businesses to get paid efficiently. HubSpot ensures multiple layers of security to protect sensitive payment information, making it a reliable option for users.
HubSpot has introduced a much-requested feature allowing users to reopen closed tickets directly within the customer portal. Previously, users had to exit the portal and reply via email or create a new ticket without the necessary context.
Why It Matters:
This update simplifies the process for users who need to follow up on resolved issues, keeping all communication in one place. It enhances the user experience by making it easier to continue conversations on closed tickets without creating new ones or switching to email.
During the episode, the hosts also touched upon various community discussions and ecosystem insights. One notable discussion was about the pace of updates and the role of AI in quickly applying user feedback to improve features. The hosts emphasized the importance of scoping products correctly, especially when integrating ERPs and preparing for Configure, Price, Quote (CPQ) functionalities.
Additionally, the episode highlighted the importance of educating users about HubSpot's capabilities. Despite the rapid development of new features, there remains a significant need to educate users on marketing fundamentals and existing tools within HubSpot.
The April 2023 updates for HubSpot bring significant improvements designed to streamline operations and enhance user experience. Key updates include:
For users looking to take advantage of these new features, it's recommended to:
By staying informed and utilizing these new features, HubSpot users can optimize their experience and drive growth more effectively. For more detailed discussions and updates, tune in to future episodes of "Wake Up with Customer Platform."