Explore the latest HubSpot platform updates, including new features, community insights, and implementation guidance.
Overview of Restore Property Edits
One of the standout updates is the rebranding of "Roll Back and Import" to "Restore Property Edits." This feature is currently in development and aims to simplify the process of undoing property changes. Instead of relying on export/import sessions when errors occur, users will soon be able to utilize revision history directly within the UI. This enhancement significantly boosts data protection, ensuring that accidental changes can be swiftly rectified without causing major disruptions.
Detailed Analysis of Line Item Revenue Reports
The new Line Item Revenue Reports feature allows users to analyze revenue based on line items using billing start dates, instead of deal close dates. This update enables tracking of Monthly Recurring Revenue (MRR) from both closed and open deals, forecasting by individual products, and identifying revenue gaps before they impact operations. Importantly, this feature eliminates the need for custom objects or third-party tools.
Users can request beta access here.
Salesforce Updates Now in the Audit Log
The audit log now includes Salesforce integration activity as a filterable category. This update allows users to see exactly when the Salesforce integration changes properties or syncs data, providing better visibility and troubleshooting capabilities for admins. This change ensures that visibility into all activity sources is improved, aiding in effective data management.
More details can be found here.
Linking Ads to HubSpot Campaigns
HubSpot users can now link ad campaigns directly from the ads tool to HubSpot campaigns. This update addresses a significant pain point, reducing the need to run campaigns in silos across disparate tools. By providing a bird's eye view of the campaign workload, users can better organize ad assets alongside other HubSpot tools, enhancing overall campaign management.
Learn more here.
Tracking Event History with the New Registrant Card
The new registrant CRM card presents a complete event participation history directly within contact records. This functionality is compatible with integrations like Microsoft Teams, Zoom, Eventbrite, and GoToWebinar, as well as manually created HubSpot events. Users can view registration status, attendance information, and engagement history without switching between records. This update signifies a major advancement in the capabilities of the marketing events object.
More information is available here.
The HubSpot community has been actively discussing these updates, sharing insights and implementation strategies. During a recent session, the importance of the Restore Property Edits feature was emphasized, highlighting how it can prevent data mishaps and improve overall data integrity. Similarly, the Line Item Revenue Reports feature was praised for its ability to provide more granular revenue tracking, which is crucial for accurate forecasting and resource allocation.
The inclusion of Salesforce updates in the audit log was another hot topic, with users expressing relief at having a clearer view of integration activities. This transparency is expected to streamline troubleshooting processes and enhance data accuracy. Discussions also touched on the benefits of linking ads to HubSpot campaigns, with users noting the improved organization and efficiency this feature brings to campaign management.
In summary, the latest HubSpot platform updates introduce significant improvements that enhance data management, campaign organization, and event tracking. The Restore Property Edits feature, once fully implemented, will offer a more user-friendly way to manage property changes. Line Item Revenue Reports provide a detailed view of revenue streams, and the inclusion of Salesforce updates in the audit log ensures comprehensive activity tracking.
Users are encouraged to explore these new features, request beta access where applicable, and engage with the community to share experiences and best practices. By leveraging these updates, businesses can optimize their use of the HubSpot platform, driving better results and improving operational efficiency.
For more information and to stay updated on future releases, visit the HubSpot updates page and join the community discussions.