Keeping up with HubSpot’s latest product updates can be challenging but essential for maximizing your HubSpot experience. Here are seven significant updates you might have missed, each designed to enhance usability and improve functionality across the platform at various tiers.
1. New Dashboard Filters Experience
Released in May to all hubs and tiers, this new dashboard experience brings a host of enhancements aimed at simplifying report management, a host of enhancements aimed at simplifying report management. Users can now set multiple filter values across various reports with ease. The combination of Quick and Advanced filters allows you to pin up to five filters (or filter groups) to any dashboard and add additional filters through the Advanced filters feature. This flexibility enhances data analysis and reporting capabilities.
2. Generating Reports with AI
HubSpot has introduced a more interactive approach to generating Single Object reports using AI. This feature is designed to make it easier for users to answer critical business questions and refine their reports. By leveraging HubSpot AI, you can save time and simplify the reporting process, allowing quicker iterations of insights. This feature is available for all Hubs Pro+ users, making it a game-changer for report generation.
3. Datetime Properties
Users can now create custom Datetime properties in HubSpot’s CRM, expanding the types of data you can manage. This new field type allows you to gain deeper insights into when events occur within your CRM. Use cases include manually tracking timestamps, requiring Datetime properties upon deal record creation and copying property values between default and custom Datetime properties via Workflows. This feature is free for all users.
4. User Out of Office for Inbox and Help Desk
Admins and individual users can now set out-of-office blocks based on their time zones, which can differ from the account’s or team’s time zones. When activated, a user’s availability status changes to "Away," preventing them from being automatically assigned new tickets in inboxes or the Help Desk. This feature is available for Sales Enterprise, Sales Pro, Service Enterprise and Service Pro users.
5. Apply Taxes to Line Items
HubSpot allows users to create, organize and apply tax rates on individual line items across tools, including Quotes, Deals, Payment Links, Invoices and Subscriptions. This feature is crucial for businesses that require tax calculations as part of their offerings. Tax can be added during line-item creation, ensuring users can accurately associate tax rates with specific products or services. This update is available across all hubs and tiers.
6. Connect HubSpot Tickets to Slack and Sync Replies
Service teams can seamlessly connect their help desk workspace to Slack, promoting cross-collaborative ticket resolution. This integration provides out-of-the-box notifications for new tickets in designated channels, enables ticket updates directly from Slack and syncs ticket comments with Slack thread replies. This feature is designed to enhance collaboration and improve customer service and is available for Help Desk users on Service Pro and Service Enterprise plans.
7. Podcast Show Module
The new Podcast Show Module simplifies the process of embedding your HubSpot-hosted podcast onto any website pages, landing pages or blog posts. Previously, users could only add individual episodes, but this update allows for a more streamlined display of entire podcast shows. This enhancement makes sharing your podcast and expanding your audience easier than ever. It is available for Content Enterprise and Content Pro users.
Staying informed about the latest HubSpot updates is crucial for maximizing the platform's potential and enhancing your business operations. Each of these seven updates brings valuable improvements designed to streamline processes, boost collaboration and enrich your data insights. Integrating these features into your workflows can drive better results, improve customer interactions and ultimately support your business growth.
Whether you’re looking to refine your reporting, improve team collaboration or simplify tax management, these updates provide the tools you need to succeed. Embrace these updates and watch your productivity soar!
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