\n<\/p>\n
HubSpot introduced a wave of new updates in June. We\u2019ve explored them all to separate the nice-to-haves from the game changers. June\u2019s 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.<\/p>\n
Without further ado, here are HubSpot\u2019s June 2024 updates that HubSpot admins and managers need to know:<\/p>\n
Note<\/em><\/strong>: Some of the updates we\u2019ve included are currently in public or private beta. <\/em>Learn how to enroll in HubSpot betas here<\/em><\/a>, or await their full release in the coming weeks.\u00a0<\/em><\/p>\n Dig deeper: What HubSpot\u2019s LinkedIn integration means for the future of sales and marketing<\/a><\/em><\/strong><\/p>\n What\u2019s new<\/strong>: HubSpot now supports the storage of personal, protected health information (PHI) for HIPAA-covered entities, ensuring compliance with HIPAA regulations.<\/p>\n How it helps you<\/strong><\/p>\n 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.<\/p>\n Learn more about storing protected health data in HubSpot<\/a>.<\/p>\n Status<\/strong>: Public Beta\u00a0 What\u2019s new<\/strong>: HubSpot now offers Deal Insights across all custom Deal views, providing a quick overview of deal information at the top of each view.<\/p>\n How it helps you<\/strong><\/p>\n 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.\u00a0<\/p>\n Status<\/strong>: Public Beta What\u2019s new<\/strong>: You can now add a Company Research card to your Company record page, displaying AI-driven summaries of a company\u2019s competitors, technology stack and company news.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.\u00a0<\/p>\n For managers, this means teams can focus more on core tasks and less on manual research, leading to better productivity and informed decision-making.\u00a0<\/p>\n Status<\/strong>: Private Beta\u00a0 What\u2019s new<\/strong>: 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.<\/p>\n How it helps you<\/strong><\/p>\n 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.\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Private Beta\u00a0 What\u2019s new<\/strong>: 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.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.\u00a0<\/p>\n 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\u2019s performance.<\/p>\n Status<\/strong>: Private Beta\u00a0 What\u2019s new<\/strong>: The Campaigns \u201cbudget\u201d tab now automatically syncs budget and spend data from associated Ad campaigns.<\/p>\n How it helps you<\/strong><\/p>\n 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.<\/p>\n Status<\/strong>: Live\u00a0 What\u2019s new<\/strong>: HubSpot now allows the creation of custom Datetime properties, enabling precise timestamping within the CRM.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Public Beta\u00a0 What\u2019s new<\/strong>: HubSpot introduces new workflow actions for automating association labels, enhancing the efficiency of managing associations between records.<\/p>\n How it helps you\u00a0<\/strong><\/p>\n 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.<\/p>\n 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.<\/p>\n Learn more about managing CRM record associations with workflows<\/a><\/p>\n Status<\/strong>: Public Beta\u00a0 What\u2019s new<\/strong>: HubSpot introduces the ability to add custom properties to users, making users fully functioning CRM objects.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Public Beta\u00a0<\/strong> What\u2019s new<\/strong>: HubSpot introduces the Data Quality Digest, a weekly notification summarizing your account\u2019s data health, highlighting volume changes and ongoing maintenance needs.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Public Beta\u00a0 What\u2019s new<\/strong>: The Workflow Health Tab provides a summary of workflows with potential issues, unused workflows and (for Enterprise users) similar workflows that may be redundant.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Public Beta\u00a0 What\u2019s new<\/strong>: A heavily revamped and simplified Lead Scoring system, which provides flexible score building based on contact behavior, campaign interactions and demographic data.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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.<\/p>\n Status<\/strong>: Private Beta\u00a0 Dig deeper: A\u00a0scoring\u00a0model your GTM team will fall in love with<\/a><\/em><\/strong><\/p>\n What\u2019s new<\/strong>: Calendar date and date property trigger options for workflows, available to all workflow customers.<\/p>\n How it helps you<\/strong>\u00a0<\/p>\n 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\u2019t have Operations Hub.\u00a0<\/p>\n Leverage these new workflows to:<\/p>\n Status<\/strong>: Live\u00a0 What\u2019s new<\/strong>: Users now have the ability to create and manage ticket lists, improving ticket organization and utilization.<\/p>\n How it helps you\u00a0<\/strong><\/p>\n 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.<\/p>\n Status<\/strong>: Public Beta\u00a0 All in all, June\u2019s 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.<\/p>\n <\/p>\n \n<\/div>\n Contributing authors are invited to create content for MarTech and are chosen for their expertise and contribution to the martech community. Our contributors work under the oversight of the editorial staff<\/a> and contributions are checked for quality and relevance to our readers. The opinions they express are their own.<\/em><\/p>\nUpdates managers shouldn\u2019t miss<\/h2>\n
Store sensitive data in HubSpot, including data covered by HIPAA<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: Enterprise<\/p>\nQuick deal summaries with custom views<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Sales Hub
Applicable HubSpot Tiers<\/strong>: Starter, Professional, Enterprise<\/p>\nBoost sales research efficiency with company research on CRM records<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\nGain quick revenue insights with customer spend trends<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\nBoost chatbot engagement with quick replies outside the chat window<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\nUpdates HubSpot admins shouldn\u2019t miss<\/h2>\n
Automatic budget and spend data sync between Ad Campaigns and Campaigns<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Marketing Hub\u00a0
Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\nAccurate tracking with Datetime properties<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\nAutomate association labels with new workflow actions<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\nCustom user properties for enhanced data management<\/h3>\n
Applicable HubSpot Hub<\/strong>s: Sales and Service
Applicable HubSpot Tiers<\/strong>: Enterprise<\/p>\nProactive data health with the weekly digest<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Operations Hub\u00a0
Applicable HubSpot Tiers<\/strong>: Pro, Enterprise<\/p>\nQuickly identify workflow issues with the Workflow Health Tab<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Marketing, Sales, Service, Operations\u00a0
Applicable HubSpot Tiers:<\/strong> Professional, Enterprise<\/p>\nSimplify lead prioritization with new Lead Scoring tools<\/h3>\n
Applicable HubSpot Hubs<\/strong>: Marketing Hub\u00a0
Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\nExpanded workflow triggers with new date options<\/h3>\n
\n
Applicable HubSpot Hubs<\/strong>: Customer Platforms, Marketing, Operations, Sales, Service
Applicable HubSpot Tiers<\/strong>: Professional, Enterprise<\/p>\nAdvanced ticket management with Ticket Lists<\/h3>\n
Applicable HubSpot Hubs<\/strong>: All Hubs\u00a0
Applicable HubSpot Tiers<\/strong>: All Tiers<\/p>\n