Key Feature Call Out

Mobile Lead Management

In today’s hybrid and remote work environment, having full access to HubSpot’s tools on the go is more important than ever. That’s why I’m excited to share HubSpot’s latest update: the public beta for Mobile Lead Management.

At first, I was a bit skeptical about the Lead Object, but its ability to centralize all pre-sales activities has truly won me over. And now that Lead Management is available on mobile, I’m officially sold. Even if I’m still not crazy about the name “Lead Object,” the functionality speaks for itself.

This update is available to Sales Enterprise and Pro accounts.

What Is It?

HubSpot’s new Mobile Lead Management beta allows you to prospect and qualify leads directly from the HubSpot mobile app. This feature brings the power of lead management to your fingertips, ensuring you can stay productive no matter where you are. Whether you’re in the office or on the go, the new Lead Object helps you streamline processes, stay organized, and maintain focus on your pre-sales activities.

Why Does It Matter?

The Mobile Lead Management beta offers significant advantages for your workflow. Here’s how this beta and the Lead Object can benefit your team:

• Streamlined Processes: The new lead object brings a unified approach to managing leads, making it easier to stay organized and focused.
• Total Mobility: Prospect and qualify leads from anywhere, without compromising on functionality or effectiveness.
• Improved Efficiency: Enhance your workflow by seamlessly transitioning between desktop and mobile, ensuring continuity and productivity.

This Week's Product Updates

Live Updates

1. Line Item Panel Redesign for Quotes and Deals
   We've streamlined the creation of line items for deals and quotes to make it more intuitive and seamless for our customers.
2. Marketing SMS Replies
   Teams can view, organize, and respond to incoming SMS from marketing contacts on their Marketing SMS phone number.
3. Association Configurations API
   HubSpot customers can now configure custom limits for the number of associated records of a particular object type or a label to a specific object type via the public Associations API.
   
   • Additional Info: Front-office teams are now able to intake, triage, troubleshoot, respond to, and resolve their customer inquiries received via SMS natively in HubSpot.
4. Search on Ticket Message and Comment Keywords
   The renewal center has been revamped with a new design, providing a comprehensive overview of your renewal process. This feature includes:

   • • Searching for keywords or phrases and accessing corresponding tickets in the search results.

     • Viewing a snippet of the message with the matching search term in the "Messages" column.
     • Clicking on search results to be taken directly to the message.
     • Performing exact searches for precise results.
5. Social Calendar on Mobile
   Introducing the Mobile Social Calendar for iOS and Android, allowing you to oversee your social media strategy on the go. Plan crucial publication dates and ensure key events are covered—all from your mobile device.
6. Find Custom Objects Using Global Search in iOS
   You can find Custom objects via global search on iOS.
7. Multi-Touch Attribution Reports
   Multi-touch attribution reports offer valuable insights by assigning credit to each touchpoint that contributed to revenue. The report builders for multi-touch attribution provide a variety of filters, dimensions, models, and visualization options, allowing you to clearly see what drives your revenue.
   

Public Beta

1. Updated Property Creation & Editing Experience
   The experience of creating and editing properties in HubSpot is now faster, easier, and cleaner with the updated interface in HubSpot’s Smart CRM. This feature was previously in private beta and is now public.
2. ChatSpot In HubSpot
   ChatSpot, an AI chat assistant, is now integrated into HubSpot, allowing you to gain insights on prospects, generate content, prepare for customer meetings, and interact with your CRM data seamlessly.
3. Import users into any HubSpot account from your app
   Leverage your public app as a data source for user imports in HubSpot, allowing bulk user imports directly from the app's settings page.
4. Improvements to data sync's unique identifier configuration
   Use custom properties as unique identifiers for data sync, ensuring better control and accuracy in matching records.
5. Pipeline Rules for Custom Objects
   You can now set Pipeline Rules for Custom Object pipelines, including:
   
   • • Limiting the creation of new records to specific pipeline stages.
     • Restricting skipping or backward movement to specific stages.
6. Remix Functionality
   This functionality creates new sets of starting content options inside Content Remix. Previously, you could begin a Remix from a page or blog post in your portal, an external URL, or text you provided.

Private Beta

1. AI-Generated Deal Summary in Workspace
   The deal summary provides a high-level snapshot of key insights, including recent activities, risks, and buyer goals, giving a timely recap of the current state of each deal.
2. CRM Filtering in Reports
   The "Filters" shelf has been redesigned to live at the top of Reports in the Report Viewer, offering easier access to quick filters and a search-based filtering interface.
3. Audiences available in Smart Content for pages
   Audiences can now be used in Smart Content, allowing more precise and scalable personalization of website content.
4. AI assisted Fit scoring [Limited spaces available in this BETA]
   Marketers can now use AI-assisted fit scoring to more accurately identify promising leads by combining AI with unified data.
5. Store highly sensitive data in HubSpot
   Super admins can now create custom properties for storing highly sensitive information (e.g., SSNs, bank account numbers) with field-level permissions. This feature is available for Enterprise accounts only.

In Development

1. New default membership settings
   On October 7th, new default membership settings will be introduced, including Password-Less Authentication, Self-Registration, and Automated Registration Follow-Up Emails to improve conversion rates.