We’re back with the HubSpot updates! This month HubSpot launched the long-awaited Data Quality Center where you can monitor and clean potential data issues. Within the Data Quality dashboard you also have new cool features, such as automation recommendations for formatting issues. Yet again a task you previously did manually is now done quickly and easily by HubSpot! Are you ready to learn more about the new features? Let’s dive in!
Marketing & CMS Hub
A New Campaign Budget and Currency Field (BETA)
What is it about: A new campaign budget and currency field added to the campaign manager tool on the settings page.
What are the benefits: HubSpot is rolling out two important features in preparation towards the future ROI campaigns feature. The first feature is the campaign budget field that’s now a numeric one. The second feature is the currency field. You can edit both fields within the campaign manager tool’s settings page. The update is currently in BETA and will be launched soon for HubSpot Marketing Hub Pro and Enterprise users.
Social Publishing on Mobile (BETA)
What is it about: Marketers can now design and publish social media posts on their mobile phones (iOS and Android).
What are the benefits: As we all know, the majority of social media users publish their posts on mobile. Now you can do it using HubSpot! The first version of Social Publishing allows you to create, schedule and publish posts in your social media channels connected to HubSpot. Now you can manage your social accounts wherever you are - even on the go! The update is currently in BETA and will be launched soon for Marketing Hub Pro and Enterprise users.
Sales & Service Hub
Reminder Email for Custom Surveys
What is it about: Send reminder emails to your customers to encourage them to answer custom feedback surveys.
What are the benefits: HubSpot now offers the ability to create and send reminder emails regarding custom feedback surveys. While creating the survey, the reminder email can be scheduled in the settings tab. The update is available for Sales and Service Hub Pro and Enterprise users.
Data Quality Command Center (BETA)
What is it about: HubSpot now offers a data quality dashboard where you can monitor and clean potential property, record or formatting issues and find in-depth insights for operations teams - all in one place!
What are the benefits: How great is this! With this update you have a dashboard with a high-level overview of data-quality metrics. You can access the data quality command center by going to Reports in the main navigation and selecting Data Quality. The update is currently in BETA and will be rolling out shortly for all HubSpot Pro and Enterprise users.
Automation Recommendations for Formatting Issues (BETA)
What is it about: With HubSpot’s new AI-powered automation, you can now easily apply basic formatting rules to your property values for a clearer and more consistent database.
What are the benefits: Previously, if you wished to clear up your database, you would have to create a workflow or manually go through your records. Now HubSpot does the work for you! With this update you can set rules that automatically fix certain formatting issues, such as, capitalize first name. As you’re done setting the rules you can view all records that are impacted by the change in your database. The update is currently in BETA and will be launched soon for HubSpot Pro and Enterprise users.
CRM & Integrations
New Configurable Activity Buttons in CRM Records
What is it about: Configure which activity buttons appear in the top left of CRM records and reorganize them according to your preferences.
What are the benefits: No more extra clicks! Having the activities you use regularly available and organized saves you time and clicks. The new setup also makes it possible to add new tools in the future. The update is available for all users starting from Starter.
New Right Sidebar Customization in the CRM Record Pages (BETA)
What is it about: HubSpot now allows you to customize the right sidebar of CRM record pages to show or hide the information that’s most relevant to you and your team.
What are the benefits: Once again an update that makes your daily work a bit easier. Simple trick that saves you save and clicks. You can now edit the default sidebar and choose to show or hide information according to your preferences. The update is currently in BETA but will be launched soon for HubSpot Pro and Enterprise users.
Search Custom Object Activities
What is it about: HubSpot now supports Timeline Search for Custom Objects.
What are the benefits: With this brand new feature you can search across the activities of your custom objects, such as notes and tasks. Update is available for HubSpot Enterprise users.