Discover the latest updates and features announced for the HubSpot platform as of May 2023, enhancing user permissions, eCommerce integrations, email logging, and more.
HubSpot users can now manage view and edit property access directly within workflows. This update ensures that team members can only edit workflows according to their assigned permissions for each property. Previously, users could update properties via workflows even without direct permission to edit them. The loophole allowing such actions has now been closed. Henceforth, if a user cannot manually edit a property, they cannot modify it via a workflow either. This enhancement is vital for maintaining data security and preventing unauthorized data manipulation.
Join the beta: https://lnkd.in/eW-GUcKy
The Shopify DataSync app for HubSpot has received a significant update with the introduction of a new Shopify CRM card. This card provides a comprehensive, unified view of your e-commerce customers directly within HubSpot. You can now see total orders, average order value, product views, and sales trends under the Overview tab in the contact record. This update is particularly beneficial for businesses where traditional deals may not apply, offering a more tailored and insightful e-commerce experience.
Join the beta: https://lnkd.in/euAgQ79b
To enhance consistency and reduce confusion, HubSpot has extended default logging rules to all one-to-one emails logged to a record. Previously, default logging behavior applied only to emails sent from within HubSpot. Now, the same set of associations and logging behaviors will apply whether emails are sent from HubSpot or a connected inbox. This provides a consistent logging experience and ensures that all relevant communications are appropriately tracked.
Request the beta: https://lnkd.in/eAUdw8hw
HubSpot has introduced stage-calculated properties for the service object, similar to existing features for deals and tickets. This functionality helps users understand how long a service object spends in each stage, providing valuable insights into the progression of service-related activities. These properties can be used in views, lists, workflows, and reports, enabling better tracking and management of service processes.
Learn more: https://lnkd.in/eZpzA75i
HubSpot now allows users to access data quality insights directly from property settings. This update enables users to view issues such as duplicates, unused properties, or properties missing data, directly in the context of the property editing experience. By providing these insights, HubSpot helps users make informed decisions about property setup and maintenance, ensuring data quality and avoiding the creation of unnecessary or underutilized properties.
Learn more: https://lnkd.in/ehT6vGRk
During the recent HubSpot update discussions, several community insights and ecosystem considerations were highlighted. For instance, the potential future of user workflows and automatic permission settings were speculated upon, envisioning a more intuitive and automated HubSpot experience. Additionally, the role of AI in onboarding and system integration was discussed, emphasizing the need for balance between control and enablement as AI technologies evolve.
These updates and insights reflect HubSpot's ongoing commitment to enhancing user experience and platform capabilities. Users are encouraged to explore these new features and participate in beta programs to stay ahead of the curve and fully leverage HubSpot's robust functionalities.
The latest HubSpot updates for May 2023 bring significant improvements in user permissions management, e-commerce integration, email logging consistency, and data quality insights. These enhancements aim to streamline workflows, enhance data security, and provide more comprehensive insights into customer interactions and service processes.
Users are encouraged to:
By staying informed and actively engaging with these updates, HubSpot users can maximize the platform's potential and drive better business outcomes.