New automation options, big sales improvements and more

HubSpot introduced a wave of new updates in June. We’ve explored them all to separate the nice-to-haves from the game changers. June’s biggest updates include improvements to enhance your data management, automate more routine tasks and streamline workflows. Sales teams will also be excited to hear about new enhancements to research tools and lead prioritization.

Without further ado, here are HubSpot’s June 2024 updates that HubSpot admins and managers need to know:

Updates HubSpot managers will love

• Store sensitive data in HubSpot, including data covered by HIPAA.
• Quick deal summaries with custom views.
• Boost sales research efficiency with company research on CRM records.
• Gain quick revenue insights with customer spend trends.
• Boost chatbot engagement with quick replies outside the chat window.

Updates HubSpot administrators will love

• Automatic budget and spend data sync between ad campaigns and campaigns.
• Accurate tracking with datetime properties.
• Automate association labels with new workflow actions.
• Custom user properties for enhanced data management
• Proactive data health with the weekly digest.
• Quickly identify workflow issues with the health tab.
• Simplify lead prioritization with new lead scoring tools.
• Expanded workflow triggers with new date options.
• Advanced ticket management with ticket lists.

Note: Some of the updates we’ve included are currently in public or private beta. Learn how to enroll in HubSpot betas here, or await their full release in the coming weeks. 

Dig deeper: What HubSpot’s LinkedIn integration means for the future of sales and marketing

Updates managers shouldn’t miss

Store sensitive data in HubSpot, including data covered by HIPAA

What’s new: HubSpot now supports the storage of personal, protected health information (PHI) for HIPAA-covered entities, ensuring compliance with HIPAA regulations.

How it helps you

This update is crucial for organizations in healthcare, finance and insurance that handle sensitive data. Managers can now use HubSpot to track contact lifecycles, segment contacts and automate business processes while maintaining HIPAA compliance. This integration allows for better sales and service processes by providing a comprehensive view of contacts and enabling secure data management.

Learn more about storing protected health data in HubSpot.

Status: Public Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: Enterprise

Quick deal summaries with custom views

What’s new: HubSpot now offers Deal Insights across all custom Deal views, providing a quick overview of deal information at the top of each view.

How it helps you

This update allows managers to get a quick summary of deals filtered by specific criteria, such as deals managed by a particular rep or those in a specific pipeline stage. Previously limited to default views, Deal Insights now enhance all custom views, making it easier to monitor and assess deal progress. This feature ensures efficient oversight and better-informed decision-making. 

Status: Public Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise

Boost sales research efficiency with company research on CRM records

What’s new: You can now add a Company Research card to your Company record page, displaying AI-driven summaries of a company’s competitors, technology stack and company news.

How it helps you 

This feature significantly improves sales research efficiency by consolidating crucial information directly within the CRM. Instead of browsing through various online sources, users can quickly access relevant company data (company news, competitors, and the technology that company uses), helping them prepare for customer calls and prospecting activities more effectively. 

For managers, this means teams can focus more on core tasks and less on manual research, leading to better productivity and informed decision-making. 

Status: Private Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: All Tiers

Gain quick revenue insights with customer spend trends

What’s new: HubSpot introduces a card for Company or Contact record pages that displays customer spend trends and deviations, powered by AI insights and detailed revenue reports.

How it helps you

This feature allows managers to quickly understand buying trends and identify deviations, enabling proactive responses to negative trends like downgrades. The card provides instant access to crucial revenue data, saving time on report creation. 

Simply add the card from Settings and customize it to reflect your business process. This streamlined access to spend trends ensures you can make informed decisions quickly and effectively.

Status: Private Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: All Tiers

Boost chatbot engagement with quick replies outside the chat window

What’s new: HubSpot now enables quick reply options for chatbots to be displayed outside the chat window, enhancing the visibility and effectiveness of your in-chat call-to-actions.

How it helps you 

This update addresses previous friction points by surfacing quick reply options immediately, which encourages more interaction with your chatbots. Managers can expect improved engagement rates with chat widgets, potentially leading to better lead generation. 

With this feature, your team can set up quick replies that appear below the welcome message, making it easier for users to respond without needing to open the chat window fully. This change simplifies user interaction and can significantly boost your chatbot’s performance.

Status: Private Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: All Tiers

Updates HubSpot admins shouldn’t miss

Automatic budget and spend data sync between Ad Campaigns and Campaigns

What’s new: The Campaigns “budget” tab now automatically syncs budget and spend data from associated Ad campaigns.

How it helps you

This update simplifies the workflow for HubSpot administrators by automating the sync of digital ad spend data from ad campaigns into the HubSpot Campaigns tool. This reduces manual data entry, enhancing accuracy and saving time. Now, you can effortlessly ensure that your campaign budget and spend data are up to date and precise, allowing for better financial tracking and reporting.

Status: Live 
Applicable HubSpot Hubs: Marketing Hub 
Applicable HubSpot Tiers: Professional, Enterprise

Accurate tracking with Datetime properties

What’s new: HubSpot now allows the creation of custom Datetime properties, enabling precise timestamping within the CRM.

How it helps you 

This update enhances data accuracy by allowing true timestamping, enabling detailed tracking of when events occur. This is essential for measuring time-sensitive processes down to hours or minutes (rather than days), which improves workflow management and reporting.

Status: Public Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: All Tiers

Automate association labels with new workflow actions

What’s new: HubSpot introduces new workflow actions for automating association labels, enhancing the efficiency of managing associations between records.

How it helps you 

This major update allows HubSpot administrators to streamline processes by automating record association and the application, updating and removal of association labels. Tasks that were previously manual, like labeling buying roles for contacts associated to deals or using associations to track referrals, can now be handled automatically to reduce workload and improve data consistency.

This new capability also eliminates the need for third-party tools or custom-coded solutions many HubSpot customers currently rely on for these tasks, simplifying maintenance and lowering costs.

Learn more about managing CRM record associations with workflows

Status: Public Beta 
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional, Enterprise

Custom user properties for enhanced data management

What’s new: HubSpot introduces the ability to add custom properties to users, making users fully functioning CRM objects.

How it helps you 

This update empowers HubSpot administrators to tailor the platform to better align with unique business processes. By adding custom properties to users, admins can enhance reporting, streamline automation and integrate specific employee data across HubSpot tools, thereby improving overall system efficiency and data management.

Status: Public Beta 
Applicable HubSpot Hubs: Sales and Service
Applicable HubSpot Tiers: Enterprise

Proactive data health with the weekly digest

What’s new: HubSpot introduces the Data Quality Digest, a weekly notification summarizing your account’s data health, highlighting volume changes and ongoing maintenance needs.

How it helps you 

This feature proactively identifies data inconsistencies, reducing the need for manual checks. By delivering integrated insights via email, Slack and Bell Notifications, it ensures administrators can maintain accurate data effortlessly, preventing issues before they escalate and enhancing overall data quality management.

Status: Public Beta 
Applicable HubSpot Hubs: Operations Hub 
Applicable HubSpot Tiers: Pro, Enterprise

Quickly identify workflow issues with the Workflow Health Tab

What’s new: The Workflow Health Tab provides a summary of workflows with potential issues, unused workflows and (for Enterprise users) similar workflows that may be redundant.

How it helps you 

This feature is essential for HubSpot administrators managing numerous workflows. The Health Tab allows you to quickly identify and address potential workflow issues, reducing redundancy and conflicts. By providing a clear overview of workflow health, administrators can efficiently troubleshoot and optimize workflows, ensuring smooth operations.

Status: Public Beta 
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations 
Applicable HubSpot Tiers: Professional, Enterprise

Simplify lead prioritization with new Lead Scoring tools

What’s new: A heavily revamped and simplified Lead Scoring system, which provides flexible score building based on contact behavior, campaign interactions and demographic data.

How it helps you 

This update drastically simplifies the lead scoring process, making it easier to identify and prioritize high-potential leads. With separate tools for engagement and fit scoring, built-in time decay and default score maximums, administrators can now set up lead scoring with best practices and without complicated criteria workarounds. This simplifies scoring while making it more accessible to teams using lead scoring for the first time.

Status: Private Beta 
Applicable HubSpot Hubs: Marketing Hub 
Applicable HubSpot Tiers: Professional, Enterprise

Dig deeper: A scoring model your GTM team will fall in love with

Expanded workflow triggers with new date options

What’s new: Calendar date and date property trigger options for workflows, available to all workflow customers.

How it helps you 

HubSpot has overhauled its options for triggering workflow automations based on dates. You can now start workflows based on date properties in associated records and trigger them a specified number of days before or after a date property. The update also expands annually recurring workflow capabilities to users that don’t have Operations Hub. 

Leverage these new workflows to:

• Check in with a customer exactly three months after their purchase.
• Send recurring email reminders every few days promoting an upcoming event to build excitement and drive attendance.
• Send annual birthday or anniversary emails.
• Create new deals in the months leading up to an anticipated contract renewal.

Status: Live 
Applicable HubSpot Hubs: Customer Platforms, Marketing, Operations, Sales, Service
Applicable HubSpot Tiers: Professional, Enterprise

Advanced ticket management with Ticket Lists

What’s new: Users now have the ability to create and manage ticket lists, improving ticket organization and utilization.

How it helps you 

This update is a huge boost for ticket organization. Now, you can organize tickets using any property or event data, create static lists, trigger workflows, and utilize these lists in custom reports. This allows for more precise management and automation of support tickets, improving overall efficiency and data visibility.

Status: Public Beta 
Applicable HubSpot Hubs: All Hubs 
Applicable HubSpot Tiers: All Tiers

All in all, June’s updates empower managers and admins with better tools across a range of functions, so you and your team can work smarter and make better decisions. Join us next month as we boil down the most noteworthy updates for July.