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HubSpot Product Updates September 2021

byRicha Sharma Hours Last updated on 7 minutes

Welcome to the latest edition of the HubSpot product updates September 2021. We are here again with some more exciting updates for you.

So, let’s dive in!

1. What is the Latest in Marketing Hub?

Discover the latest updates for Marketing Hub users.

1.1 Draft Workflows with Placehold Actions 

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

With this new update in workflows, you can now save them even without setting all the details. For example, you are creating a workflow for your marketing email campaign but you still aren’t done with the emails. You can set up the workflow with the placeholder and when done with emails, just add them in the workflow. 

How does it Work?

  • In your HubSpot account, navigate to Workflows and start creating a workflow. 
  • In the workflow editor, click the + plus icon to add an action. 
  • From the actions panel, select the action.
  • Click Save. The action will be saved to the workflow timeline and will display the number of remaining details to fill out before you can turn the workflow on.
  • Continue setting up the workflow as needed.
  • To finish workflow, click the action, then fill in the missing details in the right panel.

Benefits

Helps you to streamline your workflows with tasks and emails.

1.2 Test and debug Custom Code Actions

Applies to: Operation Hub Professional

Custom code actions in workflows allow you to write and execute JavaScript in the workflow. With the custom code actions, you can extend workflow functionality within and outside of HubSpot.

How does it Work?

  • Navigate to your workflows, 
  • In the right panel, select Custom code. 
  • Now the action will split into “Create Action” and “Test Action”.
  • Once your code is ready, selecting the secrets, and defining the outputs, you can either immediately save your action or you can test it. 
  • By clicking on “Test Action”, you will then be prompted to select the object you’d like to test this on and then click “Test”.

Benefits

Extend workflow functionality.

1.3 Social Comparison Tool

Applies to: Marketing Hub Professional, Enterprise

Social comparison tool will let you compare the high-level performance of one social post against another – even if you posted them on different social media platforms.

How does it Work?

  • Navigate to Social and click Compare Social Posts
  • On the next tab, you can select the posts you want to compare from the drop-downs. You can add up to ten posts.
  • It compares data across four main areas: Clicks (HubSpot URL Clicks), Interactions, Impressions, Comments
  • Scroll down to see even more metrics if applicable, such as reactions, revenue attribution or video views.

Benefits

Compare the performance of your published social posts

1.4 Ad Sequencing

Applies to: Marketing Hub Professional, Enterprise        

Journey Based Advertising or JBA is a digital advertising strategy where you tailor your ad targeting and ad creative to align with the buyer’s journey. 

How does it Work?

  • Navigate to Marketing > Ads.
  • In the left panel, select Facebook ad sequence.
  • In the right panel, select an ad account and Facebook page.
  • Click Next.

Benefits

With the Ad sequence feature, you can design, target, and deliver a series of three ads which will help you to attract, convert, and close new contacts. 

2. What is the Latest in Sales Hub?

Let us explore the latest updates in Sales Hub.

2.1 Repeating Tasks

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

The new update allows you to make a task repeat at a set time period.

How does it Work?

  • Navigate to Sales > Tasks and create a task
  • Select the checkbox, then enter a number and select an interval of time for the task to repeat
  • After an instance of a repeating task is completed, the next task in the series will be generated
  • If the due date of a repeating task passes, the next task in the series will be generated even if the previous task in the series has not been completed yet

Benefits

You need to create a task and set the interval once instead of creating the task again and again. 

2.2 Email Association in Outlook Desktop Add-In

Applies to: All Products and Plans 

Email Association in Outlook Desktop Add-In

While creating or replying to emails from the Outlook Desktop App, you can now select which records the emails will be associated with.

How does it Work?

  • In your Outlook for Desktop inbox, enter one or multiple email addresses into the TO field and you’ll see associated companies, deals, and tickets represented below the Log and Track option
  • Here, you can select exactly which contact, company, deal, or ticket record you want the email to log to
  • In the Outlook add-in settings, select which objects each email should associate to by default
  • Once you’ve sent the email, view the email in the sent folder. From there, adjust the associations

Benefits

Associate whatever records you want to associate with the email.

3. What is the Latest in CMS Hub?

Explore the latest updates of CMS Hub.

3.1 Drag-and-drop Blog Listing Page Editing

Applies to: All Products and Plans 

A customer’s blog listing page can now be edited in the content editors. In the content editor, you can create a blog listing page that will display all your blog’s posts. Earlier, these pages were only editable as a coded file. Only listing pages that use themes or have drag and drop areas support adding or moving modules in the content editor. 

How does it Work?

  • Navigate to Settings > Website > Blog > Templates, it will have a blog listing page
  • Because it is a page, content creators can now drag and drop new and existing modules, edit module fields, use smart content, see page analytics, and more
  • This update does not turn what was once static HTML templates into highly editable ones. The edit-ability of the page is dependent on how flexible the developer made it

Benefits

It will make it easier for you if all the blogs are listed at one place.

3.2 Ticket, Custom Object, and more Filters in Lists

Applies to: Depends on the subscription type

How does it Work?

  • Custom Object and Tickets users will be able to build Contact Lists with filters from Custom Object properties and Ticket properties. Users will be able to add decimal values to numeric filtering criteria. They will be able to filter with Rolling date range options (i.e. create date IS MORE THAN x DAYS). Users with Marketing Hub Enterprise can segment their Custom Behavioral Events in Lists (still being rolled out on a % basis). They will be able to segment Contacts by associated Subscriptions property filters.

Benefits

More filters to segment the records.

4. What is the Latest in CRM?

Here are the latest updates for CRM users.

4.1 Association Improvements

Applies to: All Products and Plans 

You now can associate multiple company records with contacts, deals, and tickets. Users with professional and enterprise subscriptions, can also create and add labels to associations and filter lists and create workflows based on the association labels.

How does it Work?

  • From the Settings page, select the Objects drop-down, and then open the company object settings page
  • Go to the Associations tab, and click “add label”
  • Once the label is created, head back to the record. There you can apply association labels onto existing company associations, or when adding a new company association from the Record view

Benefits

Multiple company association with the records will be useful for the users.

4.2 Default Permissions Sets

Applies to: All Products and Plans 

With default permission sets, admins who are adding new users to HubSpot will be presented with templated sets of permissions that are recommended by HubSpot based on job role.

How does it Work?

  • Admins will be able to invite their team to HubSpot with precisely the right level of access they need to perform their job. HubSpot recommended default permission sets, they will start with a specific recommendation for each role.

Benefits

Seamless invitations to HubSpot users.

In the End 

That’s all for this month’s update. Stay tuned for Inbound 2021 updates in next month’s edition.

Meanwhile, if you have any query regarding any HubSpot topic, we have created a HubSpot Help Center for you to refer.

Take care! Also, contact us to see what more you can do with these new updates with guidance from our team of HubSpot experts.

Frequently Asked Questions

In HubSpot, “Deal Closed vs Goal” compares the revenue earned from closed deals with your team’s quota or custom target. It helps assess your team’s performance and set achievable sales goals. On the other hand, “Deal Forecast” shows the expected revenue from deals in various pipeline stages, aiding in predicting future income from your sales efforts.

The main feature of HubSpot is its all-in-one customer relationship management (CRM) system, which offers lead capture forms, free ad management tools, and landing pages to turn website visitors into valuable leads. Additionally, it includes chatbots for real-time engagement with visitors, streamlining customer support and interaction across various stages of their journey. HubSpot’s CRM empowers businesses to efficiently manage and nurture leads, ultimately fostering stronger customer relationships and improving overall marketing and sales efforts.

In HubSpot, the most tasks you can make in one go using the batch create feature is 100 tasks. This restriction is because each task creation is handled through a single HTTP request, and there’s a size limit for these requests. If you attempt to create more than 100 tasks in a single request, the system will return a 400 Bad Request error.

In HubSpot, deals are like records that keep track of business transactions with people or companies. These deals go through different stages in your sales process, like a pipeline, until they’re successfully closed (won) or unsuccessful (lost). Using the deals endpoints, you can create, update, and handle these deal records. Plus, you can sync deal information between HubSpot and other software systems, making it easier to manage your sales activities and keep all your data in sync.

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.