Elixir's Guide to HubSpot's October Updates

As we move through Q4 2024, HubSpot continues to roll out meaningful updates to streamline your business operations. Inbound24 presented over 200 updates, and it's not stopping there—October is packed with even more enhancements. This month brings valuable features that strengthen sales-marketing alignment, enhance content management, and improve workflow automation.

If you want to explore all that HubSpot has to offer, or feel like you're not fully utilizing your current HubSpot setup? Let's connect with a free discovery call.

TABLE OVERVIEW

1.  Add Sequences to Campaigns 

2.  Repurpose PDFs with Content Remix 

3.  Convert Active to Static Lists

4.  Microsoft Teams Webinar Integration

5.  Product Library Line Items

6.  Association Labels in Workflows 

Conclusion

1. Add Sequences to Campaigns

What is it? 

HubSpot now brings your sales and marketing efforts together by integrating sequences into campaigns. This solution addresses the long-standing challenge of tracking sales activities within your marketing campaigns, providing a complete view of your customer engagement journey.

By adding sequences as a trackable campaign asset, your teams can finally measure and optimize their combined impact.

Source HubSpot - Product Updates

Why does it matter?

This update transforms campaign management into a collaborative process where sales and marketing teams can:

• Make informed decisions using combined performance data
• Adjust strategies based on comprehensive insights
• Track campaign impact across departments
• Measure ROI more accurately
  
  

How Does it Work? 

Adding sequences to campaigns is straightforward:

1. Navigate to 'Campaigns'
2. Create a new campaign or select an existing one
3. Click 'Add assets' on the Campaign Details page
4. Select 'Automation' category
5. Choose 'Sequences'
6. Select existing sequences or create new ones

Measuring asset performance:

Monitor performance in two key locations:

• Assets tab:
  • View sequence details, Access team comments & Review properties. 
• Performance tab:
  • Track enrollments, Monitor email opens, Measure reply rates, Count meetings booked, View influenced contacts & Track revenue attribution. 

Who gets it? 

Marketing Pro and Enterprise users.

2. Repurpose PDFs with Content Remix

What is it ?

Content Remix expands its capabilities to tackle a common content management challenge: unlocking value from existing materials.

Now accepting PDFs, audio files, and videos, this feature helps you transform your existing content library into new formats, saving time and resources while maintaining consistent messaging across channels.

Why does it matter?

This feature helps organizations:

• Maximize value from existing content
• Maintain consistent messaging
• Reduce content creation time
• Reach different audience segments effectively

How Does it Work? 

1. Go to Content > Content Remix
2. Select "Start Remixing"
3. Choose your file type (PDF, audio, or video)
4. Upload or select your file
5. Configure and generate new content

Source HubSpot - Product Updates

Who gets it? 

Content Pro and Enterprise users. 

3. Convert Active to Static Lists

What is it?

This update allows you to set specific criteria for transforming active lists into static ones, solving the challenge of maintaining clean, relevant data while preserving important historical information about your contacts.

Why does it matter?

This feature improves list management by:

• Optimizing system performance
• Preserving data snapshots
• Reducing unnecessary updates
• Streamlining contact management

How Does it Work? 

Configuration steps:

1. Access list settings
2. Choose conversion trigger
3. Set parameters
4. Save preferences

Source HubSpot - Product Updates

Conversion options:

• By date: Select a specific day for conversion
• By inactivity: Choose a period after no list changes
• Manual trigger: Convert on demand

Source HubSpot - Product Updates

Who gets it? 

Enterprise tier customers across all hubs. 

4. Use workflows to register contacts for Microsoft Teams webinars

What is it ?

This feature streamlines the entire webinar process by allowing automated registration directly from HubSpot workflows, eliminating the need to switch between platforms and ensuring seamless data flow.

Why does it matter?

This integration streamlines webinar management by:

• Centralizing registration processes
• Improving attendance tracking
• Enhancing lead nurturing
• Reducing manual data entry

How Does it Work? 

Setup requirements:

• Microsoft Teams integration installed
• Full Install option selected
• Webinar sync permissions configured
  
  

Workflow configuration:

1. Create a contact-based workflow
2. Select Microsoft Teams section
3. Choose "Add Contact to Microsoft Teams webinar"
4. Select specific webinar
5. Set registration criteria
   

    

   

   Source HubSpot - Product Updates

    

Data synchronization:

• Contact information shared:
  • First name, Last name & Email address. 
    
    

Source HubSpot - Product Updates

• Registration tracking:
  • Marketing event records
  • Timeline events
  • Attendance status

Source HubSpot - Product Updates

Who gets it? 

Professional and Enterprise users with Microsoft Teams integration.

5. Save Line Items to Product Library

What is it ?

This feature solves the challenge of maintaining consistent product information by allowing you to save line items directly to your Product Library from various sales tools, creating a unified source for all your product data.

Why does it matter?

This update helps maintain consistency by:

• Standardizing pricing
• Reducing manual entry
• Ensuring accurate product information
• Accelerating quote creation

What is it?

Bring clarity to your workflow automations with improved relationship tracking capabilities.

This update solves the challenge of managing complex record relationships by introducing detailed association labels, helping you create more precise and effective automated processes.

Why does it matter?

This feature provides:

• Better relationship tracking
• Improved data organization
• Enhanced reporting capabilities
• Clearer automation paths
  
  

How Does it Work? 

Available actions:

• Create record:
  • Set up new associations
  • Apply relationship labels
  • Configure properties
• Create task:
  • Define task associations
  • Set relationship context
  • Establish ownership

Configuration steps:

1. Access workflow settings
2. Select action type
3. Configure associations section
4. Apply relationship labels
5. Set up automation rules

Monitoring and management:

• Track association effectiveness
• Review relationship patterns
• Analyze automation performance
• Adjust labels as needed