Key Feature Call Outs

AI assisted Lead Scoring (fit scores)

As HubSpot continues to evolve, new features like AI-Assisted Lead Scoring help businesses stay ahead of the game. This innovative tool leverages AI to transform the way you prioritize leads.

Why focus here? Lead scoring is essential for identifying your best prospects. With this update, HubSpot combines the power of AI with unified data to create more accurate predictions of which leads are most likely to convert.

This feature is available to Marketing Enterprise accounts.

What Is It?

This feature uses AI to evaluate contact data, analyzing key indicators like demographics and engagement. It creates customized fit scores based on patterns in your lead data, allowing you to focus on high-priority leads. You can adjust parameters and review scores to ensure they align with your business goals.

Why Does It Matter?

AI-Assisted Lead Scoring removes the guesswork, offering a more accurate, data-driven approach to identifying your best leads. With AI analyzing key factors, your team can focus their efforts on high-potential leads, improving efficiency and conversion rates. here’s how it helps:

• Smarter Lead Prioritization: AI identifies high-potential leads based on data that teams might overlook.
• Customizable: Tailor the scoring criteria to your business needs, ensuring relevance.
• Time-Saving: AI takes the manual effort out of lead scoring, letting your team focus on higher-impact tasks.
  
  

Conditional Redirects in the new Forms Editor

With HubSpot’s continuous updates and improvements to its platform, it can be easy to miss some great tools. Today, I want to highlight one that has been teased for some time: HubSpot’s New Form Editor.

Why focus here? Forms are one of the key ways businesses collect data from customers, leads, and prospects, and having an efficient editor makes the process seamless. Whether you're building forms for lead generation or event registrations, this update has you covered.

This new feature is a public beta available to Marketing, Sales, and Service Enterprise and Pro accounts.

What Is It?

The new form editor simplifies the process of creating, editing, and managing forms. It features a more intuitive interface and additional options for customization, making it easier than ever to build forms that fit your specific needs.

Why Does It Matter?

Forms are critical to data collection, but they need to be easy to create and use. This new editor helps streamline the process by offering:

• Better Usability: The new drag-and-drop editor simplifies form creation, even for complex forms.
• More Customization: Tailor your forms with custom fields, and control their design to match your brand.
• Improved Efficiency: Save time by editing forms directly in the editor without needing to switch between different views.
• Increased Conversions: By improving the form experience for both creators and users, you can drive higher engagement and better results.
  
  
  

This Week's Product Updates

Live Updates

1. Data Quality Demo Mode
   Take a guided tour through your data management tools, including data monitoring, duplicate management, formatting issue detection, and property insights.
2. Embedding Forms in the CMS
   Forms built in the new Forms Editor can now be embedded in the CMS.
3. Hidden Fields in the New Forms Editor
   Use a hidden form field to pass a value into a property without requiring contacts to fill in the corresponding form field.
4. Make outbound calls using the Calling icon in the navigation
   Make outbound calls using the calling remote. Simply enter the recipient's phone number, and click dial.
5. Translations in the New Forms Editor
   With simple translations, you can set the default language for your form. Error messages, field labels for default properties, help text, placeholder text, and default values will be translated automatically.
6. Navigation UI Update
   Enhancements to the global navigation UI to boost efficiency and ease of use by:
   1. • Reducing clicks
      • Decreasing mouse movement
      • Adjusting the sensitivity to open less easily by mistake

Public Beta

1. Forms AI powered Gibberish Spam Detection in form submissions
   AI-powered gibberish detection identifies incoming form submissions with gibberish data in the contact first name, last name, and message properties. This list of properties will continue to be expanded in the future.
2. Reports: Unsummarized Dataset in Report Viewer
   You can now easily see the unsummarized Dataset behind your reports from within the Report Viewer. This view is responsive to your filters and makes it simple to see all the record level data within your Report without needing to Edit or Export.
3. Help Desk: Conditional SLA Rules
   Admins can now create a set of conditional SLAs that will apply to new tickets from Help desk-connected channels. These conditions can be based on ticket properties and/or properties of other objects associated to tickets, allowing Admins to customize how SLAs are applied for VIP, regional, and high urgency customers.
4. Prospecting: Introducing the Sales Workspace
   The prospecting workspace has been reimagined as the sales workspace!
   
5. Reports: AI-assisted Insights for Reports
   Built to provide quick, data-backed insights for your Reports so you spend less time interpreting and more time taking action. AI Insights for Reports enables you to get concise summaries and takeaways for your report with just one click.
6. Website Pages: Content assistant in HubDB rich text fields
   Marketers can now utilize the AI content assistant inside rich text cells in HubDB, enabling customers utilizing HubDB to create and publish content to generate content via AI.
7. CRM: Configure Activity Association Defaults
   Within activity settings, admins can configure the default logic for logging activities on contacts, companies, deals, tickets, and custom objects records. They are able to set default logging rules based on where the activity is originally logged (e.g. contact record), the activity type (e.g. task), and the associated records to log the activity to (e.g. log to primary company).

Private Beta

1. CRM: Display relative time from 'today' for Date and Datetime properties
   You will now be able to display the relative time since or until ‘today’ in the CRM, for date and datetime properties.
2. CRM: Bulk update User email domains
   Admins can now update their users' email domains in bulk, which will make updating email domains easier for customers who are rebranding or going through an acquisition.