Hey everyone! Welcome to HubSpot Product updates November 2021. Once again we are here to present you the latest updates that HubSpot has brought for you.

So, let's dive in!

1. What is the Latest in Marketing Hub?

Let's explore the latest updates within HubSpot Marketing Hub!

1.1 Manage/Edit Email Templates

Applies to: Marketing Hub Professional, Enterprise

You can now create, edit, and manage email templates in the Drag & Drop editor in HubSpot. You don’t have to rely on saving emails as templates anymore and don’t have to overwrite them every time you want to make a change.

How does it Work?

  • Navigate to Marketing > Email in your HubSpot account
  • Click on create email
  • Select email type
  • On the template screen, there are two options:
    Manage Saved Templates: From here, you have a choice to preview, edit, clone, delete or use this template
    Create New Template: Click ‘Create New Template’, on the next tab, give a name to your template.

Benefits

Easy creations and management of email templates.

1.2 A/B Tests Emails in Workflows

Applies to: Marketing Hub Professional, Enterprise

Finally! One of the most awaited updates is here. Now you can use workflows to send your A/B test emails.

How does it Work?

  • Navigate to Marketing > Email in your HubSpot account
  • Create an email
  • On the top left of the email editor, click ‘run a test'
  • Create two email variants
  • Save the emails for automation
  • Now navigate to Automation > Workflows
  • Create a workflow
  • Click on the ‘+' icon
  • Select action ‘Send email' from the right panel
  • Select the email you have creates A/B test for

Benefits

Automation of A/B test emails.

1.3 Commenting Upgrades

Applies to: Marketing Hub Professional, Enterprise

With the new update, you can attach or highlight comments directly to individual parts of the asset that you're working on.

How does it Work?

When you hover over the ‘Comment’ button in the collaboration sidebar, you will see two options, ‘Comment mode’ and ‘View comments’.

Benefits

Seamless collaboration between teams.

1.4 Scheduled Workflow Trigger

Applies to: Operations Hub Professional, Enterprise

This new update will make workflow functionality more powerful. Now you can schedule workflow triggers on pre-defined intervals to support your recurring events. 

Workflow triggers usually when they meet specific criteria but they don't work for repetitive business processes that aren't tied to a specific change or event but need to happen on a regular cadence.

For example,
You have to send an internal email to your team every day at 11 AM
Or,
You need to send reminders to your team at the end of every month to send you the monthly report. 

With the new update, this is now possible through workflows.

How does it Work?

  • Navigate to Automation > Workflows
  • Select the type of workflow you want to create from the left-hand side of the page
  • From the right-hand side, click the ‘Schedule’ option
  • From the ‘Schedule’ dropdown, select the frequency
  • Set the time from the ‘Time of the day’ tab
  • Click ‘Next’ to set triggers and actions of the workflow

Benefits

Schedule workflow triggers on pre-defined intervals to support recurring events. 

1.5 Workflow Details Page

Applies to: Marketing Hub Professional, Enterprise; Sales Hub Professional, Enterprise; Service Hub Professional, Enterprise

HubSpot has brought an improved detail page for workflows where you can check its performance, actions log, and history. 

This change will bring a single page for every active workflow that shows enrollment and action data. Now, the customers don’t have to navigate to different places to find the information. This change will also support visualizing sudden changes through enhanced enrollment reporting. You will now have improved and consistent reporting on workflow activity.

How does it Work?

  • Navigate to Automation > Workflow in your HubSpot account
  • Click on a workflow that you have turned on
  • This will open the detail page
  • Here you will see the performance, actions logs, enrollment history

Benefits

All information about workflow in one place.

1.6 Supporting LinkedIn Data within the past Year

Applies to: All Plans and Products

According to LinkedIn's data retention policy, HubSpot cannot store or display any page or post data i.e impressions, clicks, interactions from LinkedIn after one year of page connection within a HubSpot portal.

How does it Work?

Navigate to Marketing > Ads and connect your LinkedIn account with your HubSpot account

LinkedIn terms and conditions for data relating to administration and reporting for an organization’s LinkedIn page e.g summary of social actions, number of followers, visitor information, force us to delete customer page-level data after one year even if the account is connected.

2. What is the Latest in Sales Hub?

Explore the latest updates within HubSpot Sales Hub!

2.1 Sync Deals via Data Sync Integrations

Applies to: All Plans and Products

This update will let you sync contacts, companies, and deals two ways and in real time between HubSpot and other apps.

Deal sync applies to most CRM apps powered by data sync: Zoho, Dynamics, Netsuite, Outreach, SugarCRM, Zendesk Sell, Insightly, ActiveCampaign, FollowUpBoss, Copper, Bullhorn, Close, Keap, Ontraport, Freshsales Suite, and Connectwise Manage.

How does it Work?

  • In your HubSpot account, navigate to Marketplace on the upper right corner
  • Search for the app you want to integrate with your account
  • Click install app
  • Login to your app account
  • Click allow once you had reviewed the access permissions
  • Configure sync settings and then set up sync rules

Benefits

Easy and seamless sync of deals between two apps.

3. What is the Latest in CRM?

Check out what's latest in HubSpot CRM!

3.1 Latest Source Property

Applies to: All Plans and Products

The latest source contact property will give you deep insight into lead generation by tracking the last source by which a contact arrived on your website. This is a default HubSpot property and includes two drill-down properties that will give a full picture of the factors driving viewers to your website, blog, etc.

How does it Work?

  • Navigate to Settings > Properties in your HubSpot account
  • Search for Latest Source Property
  • Use this property in lists, or workflows, or reports and other tools

Benefits

Deep insight into the contact’s latest source.

3.2 Testing Emails in Sandboxes

Applies to: Marketing Hub Enterprise; Sales Hub Enterprise; Service Hub Enterprise

If you are an Enterprise customer with HubSpot and have already set up your Sandbox account, you can now test email sends from there. Sandboxes now have a new list functionality that will only send emails to email addresses associated with users on the Sandbox account.

How does it Work?

You can send emails from your portals the same way you always do, but emails sent to email addresses that do not belong to users on that account will fail. If you are using transactional email, then you need to resync your Sandbox to enable the transactional email or delete your Sandbox and create a new one.

Benefits

Test your emails before sending them to your contacts.

4. What is the Latest in CMS? 

Discover the latest updates in CMS Hub!

4.1 Apex Domain Redirects & Custom Domain Security

Applies to: CMS Hub Starter, Professional, Enterprise

The new update will allow CMS Hub Starter portals to support apex domain redirects to subdomains connected in HubSpot. Examples of apex domains, also known as root or naked domains are hubspot.com or websites.com.

CMS Hub Starter also supports custom domain security for all domains connected to HubSpot.  

How does it Work?

Apex Domain Redirect:

  • Navigate to the Settings > Domain & URLs in your HubSpot account
  • Select Connect a domain > Redirect > Connect 
  • Complete the connection of the apex domain in the wizard

Custom domain:

  • Navigate to the Settings > Domain & URLs in your HubSpot account
  • Locate the domain in question, 
  • Click ‘Edit’ and select ‘Update domain security settings’
  • In the resulting modal, select the ‘Security headers’ tab

In the End 

That’s all for now, will see you again with new updates.

If you have any queries about a topic, you can refer to our HubSpot Help Center or, contact us straightaway for any urgent query related to HubSpot.

Frequently Asked Questions

In HubSpot, sessions are like a record of what a visitor does on your website. It includes things like which pages they look at, if they click on call-to-action buttons, attend events, and more. A session is active as long as there's activity every 30 minutes. If someone is inactive for more than 30 minutes, their session ends, and if they start doing things on your site again, a new session begins. It helps track how people interact with your website and how engaged they are during their visits.

Workflow in HubSpot is a powerful tool that simplifies your marketing efforts. It allows you to create emails, automate processes, use custom lists, and monitor everything in one platform. Instead of juggling various tools, HubSpot centralizes your tasks, making tracking and analysis more convenient. This streamlines your marketing, enhances efficiency, and provides a comprehensive view of your campaigns, ultimately helping you achieve your marketing goals effectively.

Yes, HubSpot provides a task list feature, making it easy to manage your to-do list. You can create tasks in HubSpot to set reminders tied to specific records. For Sales Hub and Service Hub Starter, Professional, and Enterprise users, there's an option to create recurring tasks, which can help with repetitive activities. This feature lets stay organized and on top of your work, ensuring that important tasks are not forgotten, and recurring ones are automated, streamlining your daily operations.

HubSpot offers a traffic analytics tool to track website visitors. This tool allows you to see where your website traffic is coming from, like sources, topics, devices, and countries. If your website is not hosted on HubSpot, you need to add a tracking code to your site for it to work. While HubSpot provides various marketing and sales tools, it is not solely an analytics tool; it's an all-in-one platform for inbound marketing, sales, and customer service. So, while analytics is a part of HubSpot's offerings, it is not exclusively an analytics tool.

Richa Sharma brings her passion for clear communication to the world of marketing content. Though an engineer by training and a Ph.D. dropout at heart, Richa excels in crafting engaging and informative written pieces. With over 7 years of experience, she leverages her technical background to create easy-to-understand content on diverse topics, including technology trends, digital marketing strategies, and consumer insights.