Stay updated with the latest HubSpot platform enhancements designed to optimize user experience and streamline business operations. On November 25th, HubSpot announced a series of significant updates aimed at improving functionality and user experience across various aspects of its platform. This article provides a comprehensive overview of these updates, detailing each feature and its impact.
These updates encompass a range of improvements, from customization options in the knowledge base to advanced sequence management capabilities. Whether you're a seasoned HubSpot user or new to the platform, these enhancements are designed to help you leverage HubSpot's tools more effectively to drive business growth and efficiency.
HubSpot has introduced new customization options and UI enhancements for the knowledge base tools. These updates include auto-complete search results with category and subcategory breadcrumbs, a category sidebar background color that adopts accent type styling, and new spacing options for header components.
Why It Matters: These enhancements allow users to create a more visually appealing and intuitive knowledge base, improving the overall user experience for both internal teams and customers.
For more details, visit: Customizing Your Knowledge Base Theme
The new Agent Run Sharing feature allows users to share Breeze agent runs and outputs with teammates in their portal using shareable links. This makes run outputs and activity logs viewable in a "Shared With Me" filter.
Why It Matters: This feature simplifies collaboration by allowing teams to easily share and troubleshoot agent run results without complex permission management or manual exporting.
For more details, visit: Collaborative Capabilities with Agent Run Sharing
HubSpot has enhanced the refresh function on reports, making it faster than before. Each refresh initiates a new query, ensuring that users always see the most current data.
Why It Matters: Faster report refresh rates allow users to verify recent updates to their data in real time, making it easier to troubleshoot discrepancies and ensure data accuracy.
For more details, visit: Boosting Efficiency with Improved Report Refresh Rates
The SurveyMonkey app now allows users to automatically sync data as native feedback survey and survey response objects in HubSpot. This integration enables the use of SurveyMonkey data in tools such as Breeze, Workflows, Reporting, and Segmentation.
Why It Matters: This update breaks down barriers between survey tools and customer insights, allowing users to analyze and utilize SurveyMonkey data more effectively within HubSpot.
For more details, visit: SurveyMonkey Integration for Enhanced Data Utilization
HubSpot now allows users to manage line item properties directly in data management, similar to contacts, companies, and deals. This includes creating custom properties on the line item object and defining calculated and conditional properties.
Why It Matters: This flexibility enables users to customize line item data to match their business workflows, improving data consistency and enabling richer automation and reporting.
For more details, visit: Leveraging Line Item Custom Properties
Custom dashboards can now replace the default analyze tab in landing pages, website pages, social media, blogs, and target accounts tools. This allows users to tailor analytics to their specific needs.
Why It Matters: Customizable analytics make insights more actionable and accessible, improving decision-making and increasing analytics adoption.
For more details, visit: Tailoring Analytics with Replaceable Analyze Tabs
Users can now customize when contacts are automatically unenrolled from sequences by turning off the default reply and meeting triggers. This provides more flexibility in managing communication flows.
Why It Matters: Customizable unenrollment triggers allow users to maintain communication flows beyond initial prospecting, reducing the need for manual re-enrollment.
For more details, visit: Advanced Sequence Management with Customizable Unenrollment Triggers
HubSpot users can now schedule automatic updates for smart properties to keep their data current, accurate, and actionable. This feature automates the process of refreshing research data in the CRM.
Why It Matters: Automating data updates saves time and ensures that users have up-to-date information, enhancing the overall efficiency of data management.
For more details, visit: Maintaining Data Accuracy with Auto-Fill Smart Properties
When generating a landing page using AI, users can choose to use AI-generated images or images from their file manager instead of the default placeholder images. This option provides greater control over the visual elements of landing pages.
Why It Matters: Customizing image sources for landing pages ensures that the visuals align with brand guidelines and reduces the time it takes to create a landing page.
For more details, visit: Enhanced Landing Pages with AI Image Generation Options
Stay tuned for more updates and continue exploring the new features to maximize the potential of HubSpot’s platform for your business.