On July 8, HubSpot announced a series of significant platform updates aimed at enhancing user experience and optimizing workflows. This article provides an in-depth look at the new features, including AI capabilities, multi-select user properties, enhanced deal management, and more. Dive into the details to discover how these updates can benefit your business operations.
HubSpot introduces an AI-powered email template upload feature that eliminates the need for manual coding. Users can now migrate email designs from platforms like Mailchimp, Klaviyo, or Figma by simply pasting the HTML into HubSpot’s new AI template upload tool. The AI instantly converts the design into a fully editable drag-and-drop template within HubSpot's email editor. This feature is currently available in private beta.
👉 Request Beta: AI Email Template Upload
HubSpot has added a new feature titled "Find Reports You're Not Using." This tool helps users identify reports that haven’t been opened in a while, making it easier to clean up and maintain an organized reporting dashboard. This feature is particularly useful for users who want to streamline their data and focus on the most relevant reports.
👉 Request Beta: Find Reports You're Not Using
The new multi-select user properties feature allows HubSpot users to assign multiple owners to a single property. This is a significant update for sales teams, enabling more collaborative account management and smoother handoffs. Each assigned user will have full permissions to edit the records, facilitating better teamwork and efficiency.
👉 Join Beta: Multi-select User Properties
HubSpot has enhanced the deals sidebar within the sales workspace, providing a comprehensive two-column layout that includes guided actions, deal scoring, pipeline tracking, and insights—all in one view. This update aims to give sales representatives critical deal context without excessive scrolling or navigation, thereby improving productivity and decision-making.
👉 Join Beta: Enhanced Deals Sidebar
Starting July 14, HubSpot will implement a 90-day cap on visitor intent filters. This update aims to ensure that users focus on the freshest and most actionable data. Visitor data older than 90 days will no longer be available for filtering, as it is considered significantly less actionable. This change will streamline views and automations, making them more relevant and effective.
👉 Learn more: 90-Day Cap on Visitor Intent Filters
Setting up your HubSpot customer portal is now easier than ever. HubSpot has redesigned the customer portal settings page, guiding users through the activation and setup process in just four steps. The new settings page offers clearer instructions and smarter defaults, enabling a fully customized portal experience in minutes. This update allows businesses to deliver a seamless self-service experience for their customers quickly and efficiently.
During the discussion, hosts Chris Carolan and Casey Hawkins emphasized the importance of these updates in improving workflow efficiency and data management. The AI email template upload, in particular, was highlighted as a game-changer for users migrating from other platforms. The multi-select user properties and the enhanced deals sidebar were also praised for their potential to facilitate better collaboration among sales teams.
Chris Carolan noted, "This new AI email template upload tool is a big deal for those who need to design everything themselves or move over into HubSpot." Casey Hawkins added, "The enhanced deals sidebar provides a wealth of information in one view, making it easier for sales reps to manage their deals effectively."
The latest HubSpot updates from July 8 focus on enhancing user experience, optimizing workflows, and ensuring data relevance. Key highlights include:
For users interested in exploring these new features, HubSpot offers beta access and additional learning resources. Stay updated with HubSpot’s ongoing enhancements to maximize the platform’s capabilities for your business.
By staying informed about these updates, HubSpot users can leverage new tools to improve their marketing, sales, and customer service processes. Make sure to explore each feature and integrate them into your workflows for optimal results.