Key Feature Call Outs

New Workflow Actions for Associations

This week, I’m excited to spotlight a big update that's set to simplify life for admins: New Workflow Actions for Associations.

This update is available to Content, Marketing, Ops, Sales, and Service Enterprise and Pro accounts.

What Is It?

HubSpot’s latest public beta introduces new workflow actions, allowing admins to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help:

• Apply, update, or remove association labels.
• Create new associations between records based on matching property values.

These features are now integrated into workflows for contacts, companies, deals, tickets, and custom objects, helping you manage associations more efficiently.

Why Does It Matter?

Managing associations and labels is a time-consuming manual task. Here is why it's a game-changer:

• Improve Efficiency: Automate tedious tasks and focus on what matters most.
• Save Money: No more spending on third-party tools; this feature is built into HubSpot.
• Enhance Data Quality: Reduce manual errors and keep your data consistent.

Quick Create

Sometimes, it’s the simple things that make all the difference. HubSpot has always offered multiple ways to get things done, and now, they’ve made it even easier with the new Quick Create feature. This update is a fantastic addition for anyone looking to streamline their daily tasks and keep their focus where it matters.

This update is available to all HubSpot users, across all hubs and tiers.

What Is It?

HubSpot’s Quick Create feature allows you to create new contacts, companies, deals, and tickets with just a few clicks, no matter where you are in the platform. This feature is designed to keep you in context, so you can stay focused on your work without unnecessary interruptions. Whether you’re in an object’s view, working through a workflow, or using integrations, Quick Create makes it simple to add records on the fly.

How to Use HubSpot's Quick Create Feature:

1. Locate the Quick Create (+) button to the right of the global search bar in HubSpot.
2. Click on the Quick Create button and select the type of record you want to create.
3. A creation form will appear on the right side of your screen. Enter the necessary details for your new record.
4. Click "Save." Your new record will be created instantly, right where you need it.

Why Does It Matter?

With Quick Create, HubSpot has added another layer of convenience to your daily workflow. This feature minimizes disruptions by allowing you to create relevant objects in real-time, directly where you’re working. The result? Enhanced productivity and a smoother, more efficient workday.

This Week's Product Updates

Live Updates

1. Default View for Followed Tickets
   You can now access tickets you've followed via the new "Following" default view in the help desk!
2. Colored Object Tags: New limits and new custom object tags
   Colored object tags will now be limited at the portal level, based on the HubSpot tier:
   • • Starter plans: 20 tags
     • Professional plans: 40 tags
     • Enterprise plans: 80 tags
   • Additional Info:
     
     • Colored tags are now available for custom objects (Enterprise plans only).
     • Tags can be used across deals, tickets, and custom objects, with no restrictions at the object level.
     • For example, on a Professional plan, you can use all 40 tags on deals, create 30 deal tags and 10 ticket tags, or any distribution mix that suits your business needs.
3. Attachment + Link Sharing now supported in Slack Integration
   Now you can use HubSpot's Slack app to easily share attachments and links between HubSpot and Slack for better communication with customers and better collaboration with teammates.
4. Renewal Center Redesign
   The renewal center has been revamped with a new design, providing a comprehensive overview of your renewal process.
5. Improved Management UI for Podcasts
   Managing your podcast episodes is now more intuitive and efficient! You'll find all the tools you need to manage your podcast episodes in one central location, just like you manage your website pages and blog posts.
6. Memberships Workflow Templates
   Three new templates are available in the workflow template library for membership use cases:
   
   • • • Send email to churned member
       • Send welcome email to newly registered member
       • Send welcome email after first login
   • Note: These workflows require access to Marketing Hub Pro/Enterprise and Content Hub Pro/Enterprise. All customers with access to workflows will be able to see and preview the templates in the template library. However, these templates are only available to use by customers depending on their Hub/Tier (since certain actions are only available at certain tiers) and whether they have Memberships activated in their portal.
7. Data Quality Weekly Digest
   Introducing the Data Quality Digest, a weekly notification that provides users a summary of their account's data health. The digest highlights changes in issue volume, tracks ongoing maintenance needs, and empowers users to proactively identify and resolve data inconsistencies before downstream impacts occur. The digest will include recent changes and/or updates in the data health of a portal including, but not limited to, Duplicates, Formatting Suggestions, and Properties.
   • Note: Available only for Ops Hub Pro and Enterprise.

Public Beta

1. Updated Email Subscription APIs
   Email Subscription APIs have expanded capabilities for Businesses seeking more flexibility when using different tools as part of their operation and/or a need to craft custom solutions (both in/outside of HubSpot) to suit their specific business needs.
2. Multi-Step Forms
   Multi-Step Forms tackles the problem of form abandonment by breaking down longer forms into manageable parts, providing visitors with a sense of accomplishment and encouraging completion.
3. Forms Styling & Layout Customization
   You now have more control over styling your form, making it easier to align your forms design with your visual identity
4. CRM & Live Validation on Forms
   To help maintain consistent and accurate data in your HubSpot account, you can set rules for custom text and number properties. When validation rules are set for a property, users must meet the property's requirements in order to save a value. The same validation rules are now applied to visitors filling out Forms.
5. Generic Webhook Subscriptions
   You can now use more CRM object types with webhook subscriptions for private and public apps. To make subscription types more generic, we’re changing the subscription types to follow the format of the "object.*"
   • Note: This update is more for app developers.
6. New order- and cart-based workflow templates available
   Three new order- and cart-based workflow templates are now available in beta in the workflow template library:
   • • Ecommerce welcome workflow
     • Abandoned cart workflow
     • Re-engagement workflow
7. Snowflake data ingestion
   Customers can now bring Snowflake data into HubSpot to create and update HubSpot standard objects.
8. Transfer Calls Inbound Calls in Inbox & Help Desk
   Users who are assigned to the same calling channel in Inbox or Help Desk can now transfer inbound calls to one another.
9. Copy automated marketing emails from one HubSpot account to another
   Customers can now copy automated Marketing Emails from an Enterprise account to another Enterprise account. This feature is beneficial to those customers with multiple HubSpot accounts.

Private Beta

1. Track Property Changes with Property Change Events
   With this update, you can easily track when object property values change and use those events in reporting, lists, and automation.

Sunset Notices

1. Sunsetting the Legacy Stripe Integration
   
   • • Sunsetting Date: November 4th, 2024
   • Note: HubSpot’s legacy Stripe integration will be discontinued.
2. Sunsetting the any-stage funnel report
   
   • • Sunsetting Date: October 17th, 2024 
   • Note: Customers will no longer be able to edit, view, or access legacy funnel reports that use the 'any-stage' filter.