Elixir Solutions: CRM & HubSpot integrations

11 Game-Changing HubSpot Updates: Your November 2024 Guide

Written by Laura Debbaut | Nov 28, 2024 12:26:30 PM

As we wrap up 2024, HubSpot continues to enhance its platform with powerful features that streamline your business operations. November brings significant updates focused on data quality, workflow efficiency, and marketing effectiveness. Let's dive into the key improvements that will make your business smarter.

Ready to maximize these new features? Book a discovery call with our team.

TABLE OVERVIEW

  1. Required Association Labels for Manual Record Creation
  2. Quickly Exclude Records from Active Lists
  3. Multiple Email Signatures
  4. Customizable Quick Filters for Index Pages
  5. Chat with Copilot During Live Calls
  6. Campaigns ROI
  7. Sales Hub in Google Calendar
  8. AI A/B Testing for Landing Pages
  9. Index Table Right-Click Actions
  10. Important Campaign UTM Improvements
  11. Countdown Timer in CTAs

Conclusion



 

1. Required Association Labels for Manual Record Creation

What is it? 

Admins can now make association labels mandatory when creating new records. For example, every new deal must have a contact labeled as "primary buyer."

 

Source HubSpot - Product Updates

Why does it matter?

No more messy data!

This feature ensures your team maintains consistent relationship tracking across all records, making reporting and relationship management crystal clear.

How Does it Work? 

  1. Admins set required labels for record creation
  2. Users must select either any label or a specific required label
  3. Multiple records can be assigned the same label (except for "primary" company)
  4. Note: Only affects manual record creation, not automated processes

Who gets it? 

Professional and Enterprise customers across all hubs.

 

 

 

2. Quickly Exclude Records from Active Lists

What is it?

A simple way to remove specific records or entire lists from your active lists without complex workarounds.

Why does it matter?

Gone are the days of tedious list management!

Instead of creating complex filter combinations or typing out individual email addresses, you can now exclude records with just a few clicks.

How Does it Work? 

  1. Go to list settings
  2. Search and select lists or records to exclude
  3. Save your changes
  4. Bulk actions available for quick individual record exclusion

Source HubSpot - Product Updates

Source HubSpot - Product Updates

Source HubSpot - Product Updates

Who gets it? 

Available across all hubs and tiers.

To learn more about how to create and use lists. 

 

 

 

3. Multiple Email Signatures

What is it?

Sales reps can now maintain and switch between multiple email signatures within HubSpot.

Why does it matter?

Perfect for teams who communicate with different audiences or in multiple languages. No more manual signature editing for each email!

How Does it Work? 

Configuration steps:

1. Manage signatures in Settings > General > Email



Source HubSpot - Product Updates

Source HubSpot - Product Updates


2. Set different defaults for each connected email account

Source HubSpot - Product Updates


3. Switch signatures directly in the email composer
4. Save one-time edits for future use

 

Source HubSpot - Product Updates

Who gets it? 

Sales Hub Professional and Enterprise users.

 

 

 

4. Customizable Quick Filters for Index Pages

What is it ?

Add and save custom quick filters for your contact, company, deal, ticket, and custom object views.

Why does it matter?

Speed up your data analysis with instant access to your most-used filters. No more recreating the same filters over and over!

How Does it Work? 

  • Add up to 5 custom filters per view

 

Source HubSpot - Product Updates

Source HubSpot - Product Updates

  • Organize filters in your preferred order
  • Clear all filters with one click

Source HubSpot - Product Updates

  • Save your preferences for future use

Who gets it? 

Available from Starter tier upwards across all hubs.

 
 

 

5. Chat with Copilot During Live Calls

What is it ?

Access Breeze Copilot's AI assistance while on active calls within HubSpot.

 Why does it matter?

Get real-time support during calls! Whether you need quick information or help drafting follow-ups, Copilot has your back. 

 How Does it Work? 
  • Click "Copilot" during calls
  • View live conversation summaries
  • Ask questions about the current call
  • Get instant help with follow-up tasks


Source HubSpot - Product Updates



Source HubSpot - Product Updates

Who gets it? 

Professional and Enterprise users in Sales and Service hubs.

 

 

6. Campaigns ROI

What is it?

A new ROI reporting feature that shows the return on investment for your marketing campaigns as a percentage.


Source HubSpot - Product Updates

Why does it matter?

Finally, a straightforward way to measure campaign success! No more complex spreadsheets or manual calculations to justify your marketing investments.

How Does it Work? 

  • Automatically calculates ROI using campaign spend and closed-won deal revenue
  • Customize calculations based on your business needs
  • Access new performance dashboard with:
    • Simplified data filtering
    • Influenced contacts tracking
    • Website traffic analysis
    • Clear metric explanations with knowledge base links

 


Source HubSpot - Product Updates


Who gets it? 

Marketing Hub Professional and Enterprise users.

 

 

7. Sales Hub in Google Calendar

What is it?

Access key HubSpot sales features directly from your Google Calendar through the Chrome extension.


Source HubSpot - Product Updates

Why does it matter?

Stop jumping between tabs! Now you can manage your meetings, follow-ups, and CRM updates without leaving your calendar.

How Does it Work? 

  • Enable in HubSpot Sales Chrome extension settings
  • Prepare for upcoming meetings with one click
  • Log meeting outcomes directly from calendar events
  • Access follow-up tools for past meetings


Source HubSpot - Product Updates

 

Who gets it?

Available across all hubs and tiers, with enhanced features for Sales Hub users.


 

 

8. AI A/B Testing for Landing Pages

What is it?

AI-powered A/B testing suggestions for your landing page copy (excluding dynamic content).

Why does it matter?

Take the guesswork out of A/B testing! Let AI suggest meaningful variations that could improve your conversion rates.

How does it work?

  • Click 'Test' in the landing page editor

     


Source HubSpot - Product Updates

  • Choose from AI-generated suggestions

     


    Source HubSpot - Product Updates

  • Implement changes automatically
  • Monitor performance and select winners as usual


    Source HubSpot - Product Updates

Who gets it?

Content Hub Professional and Enterprise users.

 

 

 

9. Index Table Right-Click Actions

What is it?

Quick column management through right-click options in index tables.

Why does it matter?

No more diving into settings menus! Customize your view in seconds with simple right-click actions.

How does it work?

  • Right-click any column
  • Add new columns instantly
  • Remove unwanted columns directly
  • Changes apply immediately

Source HubSpot - Product Updates

Who gets it?

Available across all hubs and editions.

 

 

 

10. Important Campaign UTM Improvements

What is it?

Enhanced UTM management with better visibility and automatic unique identifiers.

Why does it matter?

Say goodbye to UTM conflicts and confusion! Track your campaigns more effectively with automatically unique UTMs that won't break when you rename campaigns.

How does it work?

  • View Campaign UTMs in the Details sidebar
  • Automatic unique identifier generation
  • Consistent tracking even when renaming campaigns
  • Improved campaign management workflow

Source HubSpot - Product Updates

Who gets it?

Marketing Hub Professional and Enterprise users.

 

 

 

 

11.Countdown Timer in CTAs

What is it?

Add countdown timers to your pop-up and embedded CTAs.

Source HubSpot - Product Updates

Why does it matter?

Create urgency and boost conversions! Perfect for limited-time offers, events, and promotional campaigns.

How does it work?

  • Drag and drop countdown module into CTAs
  • Choose from five new countdown-ready templates
  • Set end dates (midnight in your timezone)
  • Customize styling to match your brand
  • Auto-unpublish pop-ups when countdown ends

Note: Not available for marketing emails.

Source HubSpot - Product Updates

Who gets it?

Marketing and Content Hub users (Starter, Professional, and Enterprise).

 

 

Ready to Maximize These Features?

These November updates reflect HubSpot's commitment to making your business operations smoother and more efficient. From better data management to AI-powered call assistance, each feature addresses specific pain points we've heard from our clients. 

 

Want to learn how to leverage these features for your team? Let's connect for a discovery call!