Key Feature Call Out

Search & Filter Duplicate Records

We’re excited to unveil a highly anticipated update to HubSpot's duplicate management tool: Search & Filter Duplicate Records. After countless conversations with clients facing the same frustration of duplicate-filled portals, we know this is going to make a big difference.

Why focus here? Duplicate records can undermine your business's efficiency and data accuracy, leading to wasted time, inconsistent customer experiences, and flawed decision-making. Focusing on effective duplicate management ensures that your CRM remains clean, organized, and actionable.

This feature is available to Customer Platform, Content, Marketing, Sales and Service accounts, both Professional and Enterprise.

What Is It?

HubSpot’s duplicate management tool now offers advanced search and filtering capabilities, enabling users to target duplicate records more precisely based on key attributes.

Additionally, the new search function helps users quickly locate specific records within their duplicate lists. Together, these features streamline the data cleansing process, making it easier to manage duplicates and maintain data integrity across your CRM.

Why Does It Matter?

Duplicate records clutter your CRM, leading to inefficiencies and data inaccuracies that can slow down processes, create confusion, and affect decision-making. The new search and filtering capabilities in HubSpot make it easier than ever to prioritize and eliminate duplicates, helping businesses achieve:

• Improved efficiency: Spend less time sifting through duplicate records by filtering them based on relevant attributes, allowing teams to focus on high-priority data.
• Increased data accuracy: Clean data is critical for generating meaningful insights. With these features, you can ensure your CRM is free from duplicate clutter, improving the quality of your reporting and decision-making.
• Optimized workflows: When duplicates are reduced or removed, teams work more efficiently. By focusing on up-to-date and accurate records, departments such as sales, marketing, and customer service can work together seamlessly without the confusion caused by duplicate entries.

This Week's Product Updates

Live Updates

1. Orders and Cart object Enhancements
   There are new features available for the carts and orders objects in HubSpot:
   • • Record pages for orders and carts objects
     • Association cards allow you to easily view associated orders and carts on record pages, such as deals, contacts, companies, and tickets
     • Support for object data management accessible from the settings tab
2. New PandaDoc CPQ for HubSpot
   The PandaDoc app for HubSpot now offers end-to-end CPQ functionalities that are natively integrated within the HubSpot CRM. Now, you can close deals faster with clean and accurate quotes while managing your entire sales cycle right within HubSpot.
3. Knowledge Base data available in GraphQL
   While HubSpot will continue to provide support for HubL moving forward, they know that developers want to use open and popular technologies to build on that they may already be familiar with, rather than investing into proprietary technologies or frameworks.
4. Improvements to the Amplitude app for HubSpot
   The Amplitude app for HubSpot now allows GTM teams to leverage Amplitude’s product usage insights with HubSpot’s customer data to drive growth.
5. Dnd Areas in Custom Email Templates
   Dnd Areas in Custom Email Templates allows customers to avail of drag and drop modules in the Marketing Email Editor when using a custom coded email template. Content creators now have enough flexibility to make simple changes without requiring a developer for small coding tweaks.
6. 95+ new and 35+ updated apps in HubSpot’s App Marketplace
   This quarter, 95+ new apps recently joined HubSpot’s App Marketplace including content creation app Adobe Express and AI video creator HeyGen.

Public Beta

1.  Default From address for CRM Email
   You can now specify which of your connected email addresses is the Default From Address when composing new emails from CRM records.
2. New Developer Permission Set 
   A new permission toggle will enable admins to fine-tune access for developers to HubSpot CRM development tools and their HubSpot instance holistically.
3. Developer Permission Template
   The new 'Developer' permission template will appear in Starter+ portals as an option for role-based permission templates in permission settings.
4. Migrating Facebook Page View Events from Settings to Events Tab
   HubSpot has revamped the look of their page view integration with Facebook's Conversions API to make it more consistent with the rest of their ad conversion event offerings. The Conversions API is designed to create a direct connection between your marketing data and the systems which help optimize ad targeting, decrease cost per action and measure results across Meta technologies.

Private Beta

1. Pop-out Email Compose View
   When composing a new, or replying to an existing, email conversation in Inbox or Help Desk, a user can now pop out a larger editing window to make it easier to create longer messages.