Stay informed with the latest HubSpot platform updates and community discussions from the Profoundly podcast.
On September 10th, the Profoundly podcast hosts Chris Carolan, Casey Hawkins, and George B. Thomas discussed the latest updates to the HubSpot platform. The updates cover a range of new features aimed at enhancing user experience and streamlining workflows. This article provides a detailed overview of these updates, including Click to Call from the Index Page, Social Metrics in the Custom Report Builder, API for Syncing Third Party Transcripts, Guided Report Creation Flow, and Credit Memos for One-Time Invoices.
HubSpot has introduced a new feature that allows users to click phone numbers directly from the index pages to initiate calls. This update makes outbound calling more efficient by eliminating the need to copy and paste phone numbers into the dialer. According to the hosts, this feature is particularly useful for those who call people on a daily basis. The update is scheduled for release on September 18th.
Join beta: Click to Call from the Index Page
Another significant update is the inclusion of social media metrics in the Custom Report Builder. This feature allows users to build customized reports using a wide array of social media data, providing deeper insights into performance across networks. However, it is important to note that historical data is only available starting from July 1st, 2025, or from the date your social account was connected.
Join beta: Social Metrics in the Custom Report Builder
HubSpot has launched a public API that allows partners to seamlessly import their transcription data directly into the platform. This update enables meeting and calling providers to sync their transcript data with HubSpot, thereby maintaining comprehensive records of customer engagements. The API currently supports integrations with Zoom, Google Meet, Microsoft Teams, and Aircall.
Learn more: Sync your Third Party Transcripts for Meetings & Calls to HubSpot with our new API
HubSpot has improved its report creation experience by introducing a guided flow. This new feature provides a dedicated space to build custom reports, either from templates or using one of six report builders. The updated experience organizes templates by business area and data type, offering guided setup for HubSpot's report builders, including the Custom Report Builder.
Join beta: Guided Report Creation Flow
The new credit memo feature in HubSpot allows users to create, track, and apply credit memos directly within the platform. This feature is designed to streamline the billing process by enabling users to record adjustments that reduce customer balances due to overpayments, prepayments, or other corrections.
Join beta: Create and Apply Credit Memos to One-Time Invoices
During the podcast, the hosts emphasized the importance of not overlooking HubSpot's capabilities. They discussed how many users are unaware of the full potential of the platform and encouraged listeners to explore the updates and features available. The hosts also highlighted the hard work of HubSpot's team in continuously improving the platform to provide the best customer experience.
The recent updates to HubSpot provide users with enhanced tools to improve their workflows and gain deeper insights into their data. From streamlining outbound calling with the Click to Call feature to leveraging social media metrics in custom reports, these updates are designed to make HubSpot more powerful and user-friendly. Users are encouraged to join the betas, explore the new features, and stay informed through community discussions.
For more information and to join the betas, visit the provided links. Stay tuned for further updates and continue to make the most of your HubSpot platform.
Remember, you probably already own the solution you're looking for in HubSpot. Sometimes, you just need to wake up to it.