HubSpot’s latest updates in November 2024 are designed to help you enhance data accuracy, improve customer engagement, and streamline your daily tasks. These updates range from enhancing email personalization to simplifying the process of resubscribing contacts, giving you more control over your processes and deeper insights into customer behavior.
Let’s dive into the major updates HubSpot has rolled out for November 2024.
Updates managers will appreciate:
Updates HubSpot admins will find valuable:
HubSpot updates managers shouldn’t miss
Unlock big insights with the help desk analyze and summary tabs
What’s new: HubSpot’s Help Desk now offers two new tabs for support leaders—Analyze Tab and Summary Tab. The Analyze Tab provides a comprehensive overview of team performance over a year, while the Summary Tab offers real-time metrics and caseload snapshots. Both tabs include out-of-the-box reports, AI insights, and actionable data.
How it helps you: The Analyze Tab enables managers to identify long-term trends with reports on metrics like ticket creation, SLA completion rates, and customer feedback. This empowers data-driven decision-making and resource planning. On the other hand, the Summary Tab provides a daily view of critical updates and team health, facilitating real-time adjustments to workload and agent performance. Together, these tools offer managers the visibility needed to enhance efficiency and achieve goals.
Status: Public Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional and Enterprise
Drive conversions with countdown timers in CTAs
What’s new: HubSpot now introduces a “Countdown Timer” module for pop-up and embedded CTAs, allowing you to highlight time-sensitive offers or upcoming events on your website.
How it helps you: Countdown timers create a sense of urgency, motivating users to take quick action on limited-time promotions or events. This feature is ideal for time-sensitive campaigns, as it helps increase engagement and conversions by visually reinforcing deadlines in your CTAs, making it easier to capture attention and drive desired actions.
Status: Public Beta
Applicable HubSpot Hubs: Marketing Hub, Content Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
Tailor one-to-one emails with multiple signatures
What’s new: HubSpot now allows users to set up and manage multiple email signatures within the CRM, enabling customized communication for different audiences.
How it helps you: Sales reps can now personalize their email signatures to suit various recipients, industries, or languages without the need for manual signature editing each time. This feature is perfect for representing different facets of your brand, targeting specific verticals, or maintaining professional consistency across multilingual correspondence, all while staying within HubSpot’s CRM.
Status: Private Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional
Speed up ticket handling with new send options in the help desk
What’s new: HubSpot’s help desk now offers “Send options,” allowing support reps to send replies and update ticket statuses with a single click.
How it helps you: Support reps dealing with multiple tickets daily can save time by combining response and status updates in one action. This efficiency reduces friction, enabling reps to focus on resolving customer issues rather than repetitive tasks. The outcome? Quicker ticket resolutions and enhanced team performance, aiding in meeting service level agreements effortlessly.
Status: Private Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional, Enterprise
Take full control of Content Remix with freeform prompting
What’s new: Freeform prompting is a new feature in Content Remix, allowing users to create custom AI instructions for greater flexibility and control over remix outputs.
How it helps you: This update empowers managers and creators to leverage their strategic and creative strengths during the content remix process. Instead of relying solely on direct transformations, you can now tailor instructions for AI, making it simpler to manipulate and repurpose content for specific needs, such as turning a blog post into a press release or extracting key insights from a whitepaper. The result? More impactful, targeted content production.
Status: Public Beta
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Professional, Enterprise
Automate sales tax collection for easier invoicing
What’s new: Commerce Hub customers in the U.S. and Canada now have the option to automate sales tax calculations on invoices using Stripe payment processing, with tax calculation based on buyer location.
How it helps you: Managing tax compliance can be intricate and time-consuming. This feature simplifies the process by automatically handling tax rules and calculations, reducing errors and saving time. By delegating tax compliance to Commerce Hub, you can focus on selling while ensuring accurate tax collection during checkout, making invoicing effortless and compliant.
Status: Private Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All Tiers
Offer flexible payment options with weekly billing frequencies
What’s new: HubSpot now supports weekly and bi-weekly billing frequencies for products and line items, allowing businesses to align with customer payment preferences.
How it helps you: With more businesses adopting weekly billing for consistent cash flow, this update enables you to store products with weekly frequencies and seamlessly utilize quotes, subscriptions, deals, and payment links. This flexibility helps match your sales process with customer requirements, facilitating easier payment collection and enhancing buyer satisfaction.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
HubSpot updates admins shouldn’t miss
Capture the right data with conditional properties in playbooks
What’s new: Playbooks now support conditional logic for properties and property options, enabling required fields and context-based options to streamline data entry.
How it helps you: This update assists teams in capturing accurate, pertinent data while minimizing input errors. By tailoring required fields and dropdown options to specific scenarios, users save time and concentrate on high-value tasks. For admins, this translates to more precise and actionable data gathered directly through playbooks, enhancing decision-making and overall system usability.
Status: Private Beta
Applicable HubSpot Hubs: Sales and Service Hubs
Applicable HubSpot Tiers: Enterprise
Prevent spam and no-show meetings with email domain blocking
What’s new: HubSpot users can now block visitors with free or specific email domains from scheduling time on their calendar pages, ensuring more meaningful meetings.
How it helps you: This feature decreases no-shows and spam meeting submissions, allowing teams to concentrate on productive, high-value interactions. By limiting access to trusted domains only, you can safeguard your time and ensure your calendar is filled with valuable appointments. Admins will appreciate the added control, enhancing overall meeting quality and efficiency.
Status: Private Beta
Applicable HubSpot Hubs: Sales Hub, Service Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
Maintain data integrity with regular expressions for property validations
What’s new: HubSpot now supports regular expressions to define property validations, aiding in preventing incorrect entries and ensuring data quality in the CRM.
How it helps you: This update equips admins with robust tools to enforce data accuracy and adhere to business-specific standards. For instance, you can validate data such as five-digit U.S. postal codes, VAT numbers, domains, and more. By ensuring correct formatting at the point of entry, you reduce errors, maintain data integrity, and save time correcting issues later on.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Keep subscription preferences accurate with updated preference page behavior
What’s new: Only subscription types marked as “Subscribed” will be ticked on the preference page. Subscription types with a “Not Specified” status will remain unticked.
How it helps you: This update reduces confusion for contacts by displaying only the subscriptions they have actively opted into, ensuring better preference management.
Important note: For admins, it’s crucial to get contacts subscribed to relevant Subscription Types. Since contacts marked “Unsubscribed” for any unchecked subscription type when they save their preferences, this change may lead to increased unsubscribes for any Subscription Type you’re sending to contacts with a “Not Specified” subscription status.
Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Boost sales productivity with HubSpot tools in Google Calendar
What’s new: The HubSpot Sales Chrome extension now integrates Sales Hub features into Google Calendar, allowing users to log meeting outcomes, prepare, and follow up directly within their calendar.
How it helps you: This update eliminates the need to switch between tools, saving sales reps valuable time. By enabling meeting preparation, follow-ups, and outcome logging from Google Calendar, it ensures reps can focus on closing deals instead of managing workflows. For admins, this integration empowers users to handle more tasks directly within Google Calendar, optimizing efficiency across teams.
Status: Private Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
Personalize marketing emails with user object properties
What’s new: HubSpot now allows user object properties, such as job title or social media links, to serve as personalization tokens in marketing emails.
How it helps you: This feature enables marketers to swiftly craft customized, high-performing emails by automatically inserting relevant information about a contact’s owner (e.g., their job title or social links). It reduces manual data entry and enhances email personalization, making it easier to build trust and engagement with recipients.
Status: Public Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
Easily regain unsubscribed contacts through forms
What’s new: HubSpot now simplifies the process for previously unsubscribed contacts to resubscribe via forms by automatically updating their email preferences without additional steps.
How it helps you: This update aids in re-engaging contacts who had previously unsubscribed from marketing emails. By removing friction, such as extra clicks or emails, contacts can effortlessly resubscribe when they submit forms tied to subscription types. This streamlined process enhances your email reach and helps recover valuable audience segments for marketing campaigns.
Status: Public Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: All Tiers
HubSpot’s November 2024 updates offer significant improvements in data accuracy, automate crucial processes, and enhance personalized engagement. These changes provide managers and admins with tools to streamline workflows, enhance decision-making, and foster stronger connections with customers for increased business success. Stay tuned for next month’s updates as HubSpot continues to evolve.
FAQs:
Q1: How do I access the new tabs in HubSpot’s Help Desk?
A1: The new tabs, Analyze Tab and Summary Tab, can be accessed within the Help Desk section of your HubSpot account if you are on the Professional or Enterprise tier of the Service Hub.
Q2: Can I use the Countdown Timer feature in all HubSpot Hubs?
A2: The Countdown Timer feature is available in the Marketing Hub and Content Hub for users on the Starter, Professional, and Enterprise tiers.
Q3: How can I participate in the Private Beta for multiple email signatures in the CRM?
A3: To participate in the Private Beta for multiple email signatures in the CRM, you must be on the Professional tier of the Sales Hub.
Q4: Which HubSpot Hub offers the automated sales tax collection feature?
A4: The automated sales tax collection feature is available for Commerce Hub customers on all tiers in the U.S. and Canada.
Q5: What tiers and Hubs are eligible for the Public Beta of personalizing marketing emails with user object properties?
A5: The Public Beta for personalizing marketing emails with user object properties is applicable to users on the Starter, Professional, and Enterprise tiers of the Marketing Hub.