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July 8, 2025 HubSpot Updates - Deals Kanban Board & Enhanced Sidebar in Sales Workspace

July 8, 2025 HubSpot Updates - Deals Kanban Board & Enhanced Sidebar in Sales Workspace

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 39 min
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Wake up to the full potential of your HubSpot platform! Join Chris Carolan and Casey Hawkins in this exciting episode of your unofficial HubSpot updates morning show, where we’ll help you uncover the capabilities you already own. In this episode, we dive into 13 impactful updates that can revolutionize how you use HubSpot. Here’s what you’ll learn: - **AI Email Template Upload**: Discover how to effortlessly bring your external email designs into HubSpot without the hassle of manual rebuilding. Just paste your HTML, and let AI do the work. Request Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=208900 - **Line Item Revenue Reports**: Learn about the new feature that allows sales teams to track and forecast revenue based on line items, improving accuracy without the need for custom objects. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=185885 - **Enhanced Kanban Board for Deals**: See how the new integration within the sales workspace streamlines deal management, allowing reps to visually track their pipelines without disruption. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=213886 - **Unused Reports Tab**: Get tips on cleaning up your reporting dashboard by identifying and removing reports that aren’t being utilized, ensuring your focus remains on the most relevant data. Request Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=224905 - **New Permissions Features**: Understand how the ability to set separate create and edit permissions helps maintain data hygiene and increases control over your records. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=178897 - **Multi-Select User Properties**: Learn how you can now assign multiple owners to a record, allowing for greater collaboration and flexibility in managing contact records. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=236924 - **Enhanced Deals Sidebar**: Discover the new two-column layout that provides crucial deal context, helping sales reps work more efficiently. Join Beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=213926 Key takeaways from this episode will empower you to leverage HubSpot’s features more effectively, streamline your operations, and ultimately drive better results for your business. Tune in for actionable insights that can propel your HubSpot experience to the next level. Your platform is waiting; it’s time to wake up and rise!