I'm not sure about you, but many of my clients are saying it's difficult to keep up with the hundreds of Hubspot updates that have been announced over the last few weeks and also at Inbound 2024 this year.
Among the highlights is the introduction of Breeze that comes with a suite of AI agents that does everything from enrich data, to shorten form length automatically to enrich location data. Advanced AI-driven analytics tools, designed to provide deeper insights and even provide predictive forecasting. Additionally, HubSpot has enhanced its CRM platform with new automation features, allowing for more personalised customer interactions, the ability to radically customise the way your records are setup by using cards and more visual trackers. The event also saw the launch of additional features such as the case study generator in the ContentHub. These updates underscore HubSpot's commitment to innovation and its mission to empower businesses with cutting-edge technology. So I thought it would be good to highlight a few new Hubspot updates out of the 200+ that stood out to me or I thought might be useful.
1. Breeze (Beta) - use with caution!
- Description: An AI-powered platform with agents for data enrichment and automation. Some of these are credit based so you have a limit per month on usage (e.g.1000 credits – 150usd per month)
- Why it’s useful: Reduces manual data tasks, increases efficiency.
- Use Case: Automate data updates for leads and enrich customer profiles effortlessly. Does everything from enrich data, to shorten form length, automatically to enrich location data etc. etc.
- Resources: Breeze Overview
2. Analyze & Tag Images and Files with AI (Beta)
- Description: Automatically tags files with AI-generated descriptions and keywords.
- Why it’s useful: Makes finding and managing digital assets easier. If you have ever lost an image in file manager this could be useful.
- Use Case: Improve searchability of marketing content within HubSpot.
- Resources: AI Tagging Feature
3. Quick Actions Card (Beta)
- Description: Provides quick access to actions within HubSpot records.
- Why it’s useful: Streamlines workflow with fewer clicks.
- Use Case: Create tasks, emails, or notes directly from contact records.
- Resources: Quick Actions Overview
4. App Cards
- Description: Integrates third-party apps directly into HubSpot objects.
- Why it’s useful: Centralizes your tools within HubSpot, reducing platform switching.
- Use Case: Manage deals with apps like DealHub or streamline meeting notes with Fathom AI, or contracts from Pandadoc
- Resources: App Cards Video
List of App Cards to use:
- Arrows – win more deals and onboard customers faster
- DealHub – manage deals end-to-end with a unified and agile CPQ platform
- Dusk FSM – power field service teams to deliver exceptional customer experiences
- event•hapily – manage events right inside HubSpot
- Fathom AI Notetaker – create and sync meeting summaries instantly with contacts and deals
- FlashCTA – customize HubSpot with actionable buttons
- Hippo Video – add videos to HubSpot emails, landing pages, and sequences
- PandaDoc – create, track, and execute sales proposals and contracts inside HubSpot
- PartnerStack Network Connect – manage referrals more easily between sales teams
- QuotaPath – manage, forecast, and track commissions directly in HubSpot
- RevOps – a modern and scalable deal desk platform for HubSpot
- Sendoso – a smart gifting platform to delight customers and increase win rates
- StopWatch – intuitive time tracking, managed entirely within HubSpot
- Survicate – run a variety of survey types integrated with HubSpot
Don't see any app you like?...
CRM custom cards via API
- Want a custom feature? Create a custom app and add it as a card in an object
- Resources: Developer page
5. Custom card types on records add different card types to the middle column for more insights!
6. Color-Coded Object Tags
- Description: Tags objects with colors for better visual differentiation.
- Why it’s useful: Enhances record organization and visibility.
- Use Case: Quickly identify high-priority deals or contacts.
- Resources: Learn about Color-Coded Tags
7. Customize Index Page Quick Filters (Beta)
- Description: Personalize quick filters on index pages.
- Why it’s useful: Tailors views to your specific needs.
- Use Case: Filter deals by sales stage or lead score quickly.
- Resources: Customize Filters Guide
8. Create 'Time Since' and 'Time Until' Properties (Beta)
- Description: Track time intervals directly within HubSpot properties.
- Why it’s useful: Provides better time-based insights.
- Use Case: Monitor time since last contact or time until contract expiry.
- Resources: Time Properties Feature
8. Lead Scoring (Beta)
- Description: New lead scoring tools for assessing lead quality.
- Why it’s useful: Helps prioritize high-value prospects.
- Use Case: Focus sales efforts on high-engagement leads.
- Resources: Lead Scoring Overview
9. AI-Assisted Insights for Reports (Beta)
- Description: AI-driven insights to enhance report analysis.
- Why it’s useful: Provides deeper understanding and actionable insights.
- Use Case: Analyze marketing performance with AI suggestions.
- Resources: AI Insights for Reports
10. AI-Assisted Lead Scoring (Fit Scores)
- Description: AI-powered scoring that ranks leads based on fit.
- Why it’s useful: Automatically identifies the best leads.
- Use Case: Prioritize outreach to the most promising leads.
- Resources: AI Fit Scoring
12. Portal Level Unsubscribe Link Setting
- Description: Manage unsubscribe settings at the portal level.
- Why it’s useful: Consistent unsubscribe links across all emails.
- Use Case: Standardize compliance across campaigns.
- Resources: Unsubscribe Settings Guide
13. Meeting Assistant in the Sales Workspace
- Description: AI-powered meeting assistant in sales.
- Why it’s useful: Automates meeting scheduling and follow-ups.
- Use Case: Streamline meeting setups and action items.
- Resources: Meeting Assistant
14. Case Study Generator – Content Hub Feature
- Description: Create case studies from your success stories.
- Why it’s useful: Simplifies content creation for marketing.
- Use Case: Quickly generate case studies for marketing collateral.
- Resources: Case Study Generator
These are just a handful of many of the Hubspot updates that have recently been launched or are in Beta. if you want any advice or help in implementing or using any of them just let me know.
By exploring and implementing these tools, you can optimize your marketing strategies and make the most of your HubSpot investment. Be sure to check out the additional resources linked throughout to dive deeper into each feature and start applying these updates to your daily operations.
Let me know what else you would add to this list? What other product updates stood out to you recently? Let me know in the comments below...