May 13, 2025 HubSpot Updates - Automation Overview Page & Bulk Property Archiving

  • 37 min

May 13, 2025 HubSpot Updates - Automation Overview Page & Bulk Property Archiving

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

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Stay informed on the newest updates and features HubSpot has rolled out to enhance your platform experience.

Overview of Recent HubSpot Updates

On May 13th, HubSpot's morning show, "Wake Up Customer Platform," presented a series of new updates and enhancements to the HubSpot platform. These developments aim to improve user experience, streamline workflows, and provide more robust tools for customer engagement. Below, we delve into the details of each update.

Platform Updates Detailed

Feedback Submission Renamed to Survey Response

HubSpot has updated the name of the core object in the Feedback tool from "Feedback Submission" to "Survey Response." This change aligns with standard survey terminology and improves consistency across the product. It is important to note that this update affects the product user interface only and does not impact the API.

• Why it matters: Clear and consistent terminology helps users better interpret and work with survey data, especially as HubSpot expands support for non-survey sources. The mix of "submission" and "response" has caused confusion when analyzing data and creating properties or referencing documentation.
• Action Required: Ensure your team is prepared for this change to avoid disruptions in reporting and automation.

Enhanced Property Creation on CRM Index Pages

HubSpot has introduced a faster property creation experience on the CRM index page. Users can now create properties more quickly with a streamlined, easy-to-use side panel.

• Why it matters: This update makes it easier and faster to create properties in context when working in the index page table. However, it is crucial to manage property creation permissions to avoid a flood of duplicate properties.
• Action Required: Opt into the beta and review property creation permissions within your team. Opt into the beta

Customizable Help Desk Views for Better Management

The help desk view customization experience has been significantly improved. Admins can now better manage views across teams via a new views customization page in settings.

• Why it matters: Large support teams, especially those with complex structures, depend on views to segment and organize the help desk. The new updates provide greater control and flexibility in managing these views, resulting in a more focused and organized workspace.
• Action Required: Request access to the beta to explore these new capabilities. Request beta

Dynamic Dates Feature in Lists and Workflows

HubSpot has rolled out an improved date range filtering experience in lists and workflows. Users can now choose dynamic filters such as "today," "this week," or "next quarter."

• Why it matters: This feature eliminates the need for clunky manual date ranges or workaround lists, providing a major quality-of-life boost for users.
• Action Required: Learn more about how to implement these dynamic filters in your workflows. Learn more

Introducing the New Clip Editor for Video Tools

HubSpot has introduced a new Clip Editor, allowing users to build longer videos and create short-form clips directly within HubSpot.

• Why it matters: Marketers know that video content is among the highest performing of any kind. The new clip editor enables users to clip their longer videos into short-form content, add captions, branding, and logos, and save favorite designs as templates.
• Action Required: Explore the new Clip Editor to see how it can enhance your video marketing efforts. Learn more

Community Discussions and Ecosystem Insights

During the morning show, the hosts also highlighted the importance of user feedback and community engagement in shaping these updates. Users are encouraged to explore HubSpot's workspaces and provide feedback on their experiences. The HubSpot team continuously iterates on the platform based on user input, ensuring the tools evolve to meet user needs effectively.

Summary and Next Steps

These recent updates to the HubSpot platform enhance user experience, streamline workflows, and provide more robust tools for customer engagement. Key takeaways include:

• The renaming of "Feedback Submission" to "Survey Response" for clearer terminology.
• Faster property creation on CRM index pages, with a focus on managing permissions.
• Improved customization of help desk views for better management.
• The introduction of dynamic date filters in lists and workflows.
• The new Clip Editor for creating short-form video content.

To make the most of these updates, users should explore the new features, adjust their workflows accordingly, and participate in beta programs where applicable. As always, HubSpot encourages users to provide feedback and stay engaged with the community to help shape the future of the platform.

Stay tuned for more updates and continue building amazing things with HubSpot.