As we wrap up July, HubSpot has rolled out a range of brand-new features. Of course, Elixir- Diamond HubSpot partner, couldn’t miss sharing with you how these updates will boost your productivity, maintain the high quality of your data, improve AI assistance, and more. Let’s explore how these improvements can elevate your business!
Want to explore all that HubSpot has to offer, or feeling like you're not fully utilizing your current HubSpot setup? Let's connect with a free discovery call.
TABLE OVERVIEW
1. Allbound timeline card on record pages
4. Form Submissions Export with Date Range Filters
5. Set validation rules for HubSpot default properties
What is it? This feature offers a visual calendar of activities, letting users quickly view engagement levels and access activities without constant tab-switching or endless scrolling.
The card also separates outbound and inbound interactions, showing if prospects or customers are responding to outreach.
Source HubSpot - Product Updates
Additionally, expand each activity to view more details and stay immersed in your work.
Source HubSpot - Product Updates
Why does it matter? This feature helps you save time by letting you quickly analyze timeline data, which is crucial for prospecting and managing accounts with lots of entries.
For the managers reading this, it’s particularly useful—it helps you assess your sales reps' performance and pinpoint areas for improvement.
How Does it Work? You can easily add the Allbound Timeline Card to the middle column of your record using the page editor.
Source HubSpot - Product Updates
Here’s how you can interact with the Allbound Timeline Card:
Using Filters:Date Navigation: Use the arrow buttons to move through dates, scroll horizontally to view different dates, or click "Today" to return to the current date.
Full Content Panel: Click on an activity to view its details.
Who gets it? All hubs and tiers.
What is it? Boost productivity and streamline workflow by effortlessly adding new contacts, companies, deals, and tickets directly without interruptions. Integrate creation process into existing tasks to stay focused and manage work efficiently, making real-time updates where needed.
Why is it Important?
Here's how it keeps you productive and focused while working:How Does it Work?
If you prefer to view the new record in a separate tab, click "Go to record" in the confirmation dialog.
Source HubSpot - Product Updates
Who gets it? All hubs and tiers.
What is it? This update makes creating Single Object reports with HubSpot AI more interactive, helping you quickly start answering business questions and refine your reports.
Why does it matter? HubSpot understands that creating reports can be challenging and time-consuming. That’s why its AI now streamlines report creation, saving you time by refining answers to key business questions and simplifying the process.
How Does it Work?
Describe your question to HubSpot AI, and it will help you begin building your Single Object reports. You can then edit, refine, and save the reports to suit your needs.
Source HubSpot - Product Updates
At the time of this article, the AI Assistant Report Builder currently only supports Single Object reports. It does not yet support the following:
Who gets it? All Hubs Pro+.
What is it? Just as its name suggests, this new feature allows you to export form submissions filtered by specific date ranges.
Why does it matter? Previously, exporting form submissions required exporting all data and manually deleting unwanted entries, which was time-consuming and error-prone.
Now, you can directly select fields and export submissions from a specific date range.
How Does it Work?
To use this feature, follow these steps:
Please note:
Who gets it? All hubs and tiers, Content Starter, Content Pro, Content Enterprise, Marketing Free, Marketing Starter, Marketing Pro, Marketing Enterprise, Service Pro, Service Enterprise.
What is it? This upgrade allows you to set validation rules for certain default properties in HubSpot's Smart CRM.
Why does it matter? Validation rules maintain high-quality CRM data by ensuring user inputs meet specific criteria before saving, preventing errors and inconsistencies.
How does it work?
You can apply validation rules to the following default properties: company, Contact, Deal, Next Step & Ticket.
Who gets it? All hubs and tiers.
What is it? This new feature lets you create, organize, and apply tax rates to individual line items in Quotes, Deals, Payment Links, Invoices, and Subscriptions.
Why does it matter? When you're a business that needs to include tax on each product or service, it simplifies the process by allowing you to add tax directly during line item creation.
This means you can now associate tax with specific line items, making your billing more accurate and streamlined.
How does it work?
Taxes will appear in the line item table and affect subtotals accordingly.
This example shows how it works for quotes, but the feature also applies to invoices, deals, subscriptions, and payment links.
Who gets it? All hubs and tiers.
Source HubSpot - Product Updates
What is it? The new Workflows Health Tab, located next to Manage and Analyze, helps you quickly identify potential issues across all workflows:
Why does it matter? Managing multiple workflows can be challenging, especially with dozens running simultaneously. This feature quickly identifies and addresses potential issues, ensuring everything runs smoothly.
How does it work?
Who gets it? Enterprise Customer Platform, Professional Customer Platform, Marketing Enterprise, Marketing Pro, Marketing+ Enterprise, Marketing+ Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro
And that’s it for our July updates! HubSpot is always working on new features to help your business overcome roadblocks.
This month’s updates, including improved AI assistance and better data quality, are designed to keep your workflow on track. These small details can make a big difference, leading to a boost in your business productivity!
Want to explore your possibilities with HubSpot? Let's connect!