HubSpot Product Updates June 2021

Upgrading your products or technologies is necessary to run your business better and deliver an outstanding customer experience. Keeping the customer requirements in mind, HubSpot is here again with the latest product updates.

Let’s check out what all new updations we will get to see this time!

1. What is the latest in Marketing Hub

1.1 Copy Data from Workflow Actions

Applies to: Marketing Hub Professional, Enterprise; Sales Hub Professional, Enterprise; Service Hub Professional, Enterprise

Earlier, you could copy property values between objects, for example, between a contact and a deal. But with the new update, you can also copy action data from actions to properties. 

How does it work?

• Create a workflow and add triggers
  In the Copy Property action, open the dropdown ‘Property or value to copy from’
• With the properties of the enrolled object, you'll see any other workflow actions that produce data, and the available data from that action, that you can copy. 
• Select the property or action data that you want, and save

Benefits

This update will allow you to use workflows in a more customized and personalized way.

1.2 Service Hub Workflows Update

Applies to: Service Hub Professional, Enterprise

Create workflows that will trigger off the feedback submissions.

With the new update, you can leverage ticket/conversation data in workflows to create workflows based on conversation data or vice versa.

How does it work?

• Customers can enroll records and trigger feedback submission-based workflows based on a feedback submission property or contact property, or ticket property.
• In conversation-based workflows, customers can now use associated ticket data for conversation enrollment triggers, copy/clear/set properties to the ticket object, and create an associated ticket record.

Benefits

Feedback submission-based workflows can enroll feedback submissions using the feedback submission information, associated contact properties, and associated ticket activity and properties.

1.3 Lead Syncing for Ads Updates 

Applies to: All Products and Plans

Now you can decide whether to sync all leads in the last 90 days or sync only the new leads, receive alerts when the lead syncing disconnected, or any mapping errors on their forms. You can also change the mappings of custom fields from the network forms to HubSpot properties and will also be able to see all submissions related to each synced form.

How does it work?

Lead syncing from Facebook and LinkedIn allows customers to sync the contacts generated from lead generation Facebook and LinkedIn ads into HubSpot. This process is now more seamless than before

• Click the settings icon in the main navigation bar of your HubSpot account
• Go to Marketing > Ads
• Click the Lead syncing tab
• Click Connect.
• Select page's ad network:
  Facebook: select or clear the checkbox next to the page name to turn lead syncing on/off for a specific page
  LinkedIn: select or clear the checkbox next to an ad account name to turn lead syncing on/off for an ad account
  
  

2. What is the latest in Service Hub

2.1 Custom Surveys

Applies to: Service Hub Professional, Enterprise

Earlier, only limited customization of surveys was possible in HubSpot. With custom surveys, you can now personalize the survey questions according to your business needs and get more meaningful feedback from your customers.

You can add a number of questions, use diverse question types like star ratings, radio select, text fields, and easily share your survey with a link in an email.

How does it work?

• To create a survey, click Service > Feedback surveys
• Click Create survey in the upper right corner
• Next, choose custom survey template and create your survey

Benefits

Create surveys that suit your requirements.

3. What is the latest in CMS Hub

3.1 Web Traffic by Country/Browser/Device Type

Applies to: Marketing Hub Professional, Enterprise; CMS Hub Professional, Enterprise

Now analyze your website's traffic in HubSpot by three new dimensions: Country, Browser, and Device Type. The new three dimensions: country, browse, and device type, will give a more in-depth analysis of your website traffic. For example, you can drill into India traffic and see traffic broken down by specific states, drill into the mobile traffic to see whether more traffic comes from iOS or Android, and much more.

How does it work?

• Go to Reports > Analytics tool
• Click on the Countries, Browser, or Device type tabs.

Benefits

In-depth analysis of website traffic.

3.2 Collaboration Sidebar in Website/Landing Pages and Blog

Applies to: Marketing Hub Professional, Enterprise; CMS Hub Professional, Enterprise

Apart from Ads, Forms, Marketing Emails, and Campaigns Collaboration Sidebars are now available in the Website Pages, Landing Pages, and Blog tools.

Effective collaboration is very much required for any high-functioning team. Leaving your work on HubSpot to get feedback or jump out to another tool can hamper your work. That's why HubSpot brought this update so that the teams can collaborate efficiently and get the job done inside HubSpot.

How does it work?

• Open Website/Landing Page/Blog
• Click the dialogue icon in the upper right corner, and you will see a panel where you can add comments.

Benefits

Effective team collaboration

4. What is the latest in Operations Hub

4.1 Sync Companies in Operations Hub

Applies To: All Products and Plans

Till now, in HubSpot Operation Hub, syncing only supported contact and leads, but with the new update, it supports company data as well.

How does it work?

• First, integrate with the app from the marketplace that you want your data to sync with.
• Now, on the Choose an object to sync page, select the Companies to sync your company data.

Benefits

Seamless sync company data without any other integration.

5. What is the latest in CRM

5.1 Partitioning of Deal, Ticket Pipelines and Ad Accounts

Applies to: Marketing Hub Professional, Enterprise; Sales Hub Professional, Enterprise; Service Hub Professional, Enterprise

Super admins can now decide which users and teams can have access to specific deal and ticket pipelines. For each pipeline and ads account, you can provide access to all the users in the account or limit their access.

How does it work?

For deals and tickets pipelines:

• Click the settings icon in the main navigation bar of your HubSpot account
• Go to Objects > Deals or Objects > Tickets
• Click the Pipelines tab
• Click the Actions dropdown, then select Manage Access

For Ads account:

• Click the settings icon in the main navigation bar in your HubSpot account
• Go to Marketing > Ads.
• Hover over an ad account you want to edit access for, then click the Actions dropdown. Select Manage access.

Benefits

Now you can decide which users can have access to particular deals/ticket pipelines and ad accounts.

5.2 Flexible Associations

Applies To: All Products and Plans

The much-demanded update is finally here. Able to associate multiple companies to contacts was one requirement that HubSpot users were constantly asking for. Finally, it's here. 

How does it work?

• Go to Contacts > Contacts.
• Click the name of the contact you want to associate another company with
• In the right panel, in the Companies section, click Add
• On the Associate existing tab, click the dropdown Company and search and select a current company to associate with the contact, or click the Associate new tab to create and associate a new company

Benefits

Associate multiple companies to a contact record and label the association to specify the relationship between a contact and its associated companies.

In the End

That’s all for this month's updates. I hope you had a great read. If you have any questions regarding any topic in HubSpot, visit our HubSpot Help Center.

Leaving you here with this beautiful video by HubSpot. Enjoy.  

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We will be back soon with new updates. For any queries fell free to contact us. Take care.