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HubSpot's June Updates: Elixir's Top Picks

As the summer heats up, so do the exciting updates from HubSpot! At Elixir, your trusted HubSpot Partner, we share the details of the latest updates of our top picks. These updates are set to streamline your processes, boost efficiency, and help you make the most of your HubSpot experience. Let’s dive into the key improvements and see how they can empower your business this season.

Open to explore the possibilities with HubSpot or not getting the most out of your HubSpot set-up? Let's connect with a free discovery call.

TABLE OVERVIEW

1. New Workflow Actions for Associations

2. Create lists using the Orders and Cart object

 

 

3. User Object available in Reports

4. Deal Insights on Custom Views

5. Schedule meetings more than a year in advance

CC - landingpages banner icon-May-29-2024-11-43-53-8080-AM

1. Workflow actions for associations

What is it? Administrators now have the capability to streamline association management through automated workflows. With the introduction of new association actions, they can effortlessly apply, update, or remove association labels, as well as establish new associations based on matching property values. For further insights, we recommend exploring the informative videos provided:

hubspot workflow for associations

Why is it Important? In the past, handling associations and their labels was a time-consuming and labor-intensive task. With this new feature, administrators can:

      • streamline these processes,
      • enhancing data accuracy
      • and minimizing manual efforts. 

As businesses grow, manual association management becomes challenging, especially with the increasing use of associations and labels.

 

How Does it Work? 

4 New actions are introduced in contact, company, deal, ticket, and custom object based workflows :
    • Apply labels to already associated records
    • Update existing association labels
    • Remove existing association labels
    • Create new associations between two records that have properties with exact matching values
      • Note: This functionality only exists for single-line text, multi-line text, or phone number properties

>>> elixir's take on this update: in sales, it can automate the association of deals with the relevant contacts and companies based on matching email addresses or phone numbers. This ensures that sales reps have all the necessary information at their fingertips, leading to more effective follow-ups and higher conversion rates.

Who gets it? This feature is available to Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro

2. Create lists using the Orders and Cart object

What is it? Now, lists can be generated using the Orders and Cart object.

Scherm­afbeelding 2024-07-02 om 18.07.30

Source HubSpot - Product Updates

Why is it Important? Find your top orders by using any property or event data from the Orders or Cart object or its Associated Objects. After generating a list, you have the flexibility to seamlessly reference that segment throughout different tools such as:

      • workflows,
      • reporting,
      • and saved views.

How Does it Work?

Go to lists, click Create list, and select Order or Cart based.

You can create lists based on:

  • Any Associated Objects and their properties or interactions
  • Any Associated List membership (e.g. list of contacts that placed an order)

Scherm­afbeelding 2024-07-02 om 18.19.27

Source HubSpot - Product Updates

To see the same Orders that make your list in a view, you can click Use In > Orders View

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Source HubSpot - Product Updates

Utilize the versatility of lists to enhance your analytics and automation capabilities. With Order or Cart lists, you can:

- Trigger workflows with ease

- Connect with contacts linked to your key Orders by creating targeted contact lists using the membership filter

- Dive deeper into insights by utilizing it as a filter in the Custom Report Builder

Who gets it? All hubs and tiers

 

3. User Object available in Reports

What is it? Users are now available in single and multi-object Reports.

Users are now available in single and multi-object Reports

Source HubSpot - Product Updates

Why is it Important? CRM Admins and Managers seek insights into team interaction with HubSpot for data-driven decisions. Reporting on Users provides a complete understanding of portal usage to focus on improving where it matters most.

 

How Does it Work? 

Users can now create reports with the User object, filtering and displaying properties to monitor team interactions with HubSpot.

1. In a Single object report, select Calendar Status and Email Status properties, and filter by team name(s) or user email addresses.

2. Include Calendar status and Count of Users in the visualization for a clear breakdown of your team.

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Source HubSpot - Product Updates

Report on both Sales activities and User data to analyze Activities created by Team based on Access level. This aids in pinpointing users who may be overallocated resources or in need of elevated permissions to drive enhanced value and activity generation.

 

Who gets it? Professional Customer Platform, Enterprise Customer Platform

 

4. Deal Insights on Custom Views

What is it? Deal insights now display at the top of all Deal views on Index pages when Insights are enabled, providing a quick overview of Deal information.

HubSpot Deal insights

Source HubSpot - Product Updates

Why is it Important? Deal Insights are now available on all Deal views, allowing users to easily access valuable information without affecting those who choose to hide the Insights section.

How Does it Work? Customers with 'Deal Insights' enabled will now see them on all Deal views, including cloned views.

Hiding Deal Insights:

You can hide insights on a view-by-view basis or at the portal level for all users. Here's how:

Hiding Insights as an Individual (assuming Insights are on for Portal)

1. Select the 'Hide Insights' icon on any Deal view

2. Hiding insights on your view will only apply to you, while others using the same view can still see the Insights section until they choose to hide it.

Note: You will need to select 'Hide Insights' for each view you wish to hide it on.

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Source HubSpot - Product Updates

 

Hiding Insights for Your Portal:

1. An Admin can access Deal Setup in Portal Settings or from any Deal Index view.

2. Uncheck the icon next to 'Show Deal Insights'

3. This will remove the Deal Insights section from all Default and Custom Deal views, eliminating the option to 'Show / Hide insights' for your team.

 

Scherm­afbeelding 2024-07-02 om 19.06.18

Source HubSpot - Product Updates


Who is it for? Starter Customer Platform, Professional Customer Platform, Enterprise Customer Platform

5. Schedule meetings more than a year in advance

What is it? Prospects can now schedule meetings over a year in advance with increased flexibility compared to the current 11-week limit.

How Does it Work? 

Navigate to Sales > Meetings and open an existing scheduling page or create a new one.


HubSpot meeting rolling date

Source HubSpot - Product Updates

Who is it for? All hubs and tiers

 

Conclusion: 

These latest HubSpot updates are designed to streamline processes, improve data accuracy, and provide more flexibility across various business functions. By automating association management, generating insightful lists from orders and carts, and enhancing overall efficiency, these updates empower users to achieve their business goals more effectively and effortlessly.

Want to explore the possibilities with HubSpot, let's connect!

 

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