Stay informed on the latest HubSpot platform updates and enhancements featured on the 'Wake Up Customer Platform' podcast.
HubSpot has introduced a streamlined side panel to expedite property creation directly on the CRM index page. This enhancement aims to make the process easier and more efficient. However, users are advised to review their existing properties before creating new ones to avoid redundancy and ensure proper data management. For those interested in trying out this feature, it is available in beta.
👉 Join beta: https://lnkd.in/ergrSBqA
A notable update allows users to trigger workflows directly from a CRM card. This feature is designed to save time and reduce the potential for human error by automating repetitive tasks within the CRM page. Sales and service professionals can now effortlessly enroll records in workflows, enhancing their focus on high-impact tasks like customer engagement and sales driving.
👉 Join beta: https://lnkd.in/eKnCGW2v
The Breeze Social Media Agent has been enhanced with an AI Caption Optimizer, making it easier to create tailored social media posts. This feature provides AI-powered recommendations to improve copy and make it platform-specific with just one click. Although still in beta, the demonstrated capabilities show significant promise in streamlining content creation processes for marketers.
👉 Request beta: https://lnkd.in/eVG5TMy2
HubSpot's new scoring app update allows users to specify the frequency of actions being scored for lead and health scores. This feature provides more granular control over scoring logic, enabling users to weight activities based on their frequency. This improvement addresses previous limitations, allowing for more accurate lead scoring.
👉 Learn more: https://lnkd.in/eZY9-33j
The new Data Model Builder offers a centralized space for admins to configure their data model. This tool simplifies the process of creating and managing objects, making association and property decisions in context. It aims to reduce the complexity and overwhelm often experienced by CRM admins, providing a more intuitive interface for data management.
👉 Join beta: https://lnkd.in/eCSSyNPH
During the podcast, the hosts emphasized the importance of proper training and user permissions to ensure the effective use of new features. Community feedback suggests a mixed reception, with some users expressing concerns about the ease of property creation and others excited about the potential for streamlined workflows.
The discussion also highlighted the strategic direction towards a unified workspace, making it easier for teams to collaborate and manage their tasks within the HubSpot ecosystem. The introduction of AI-driven tools like the social media agent reflects HubSpot's commitment to leveraging technology to enhance user experience and operational efficiency.
HubSpot's recent updates focus on enhancing user experience, improving efficiency, and leveraging AI technology. Key takeaways include:
For users looking to implement these new features, it is crucial to review existing properties, ensure proper training, and leverage available betas to explore the full potential of these updates.
Stay tuned for further enhancements and continue engaging with the community to share insights and best practices.
By staying updated with these comprehensive platform enhancements, HubSpot users can leverage the latest tools and features to drive better business outcomes. For more information and to participate in beta programs, follow the provided links.