December's most important HubSpot updates

HubSpot is constantly evolving. Large and small updates are released daily to improve the platform. These new HubSpot features are based on valuable customer feedback and are designed to make the user experience even easier and better. Every month, Bright brings you up to date on the latest HubSpot updates. Here are the most important updates of the month of December!

Update 1 (Featured): 'Time Since' and 'Time Until' fields

HubSpot is adding two new fields to the CRM: 'Time Since' and 'Time Until'. These features allow users to display the time since or until a specific date or event. Think about the time since a deal was opened or the time until a contract expires.

As another example, instead of always looking at a contact's 'Create date' and calculating how long it's been, the 'Time since' property instantly shows how many days have passed since the contact was created.

These features are useful for generating insights by filtering, reporting and sorting by time intervals. The features are available in the Pro and Enterprise Edition Hubs and provide advanced capabilities for managing and analyzing customer data within HubSpot.
(Available from HubSpot Pro license)

Update 2: Analyze meetings in reports

HubSpot has made an important update to the Custom Report Builder that allows "meetings" to be added as a data source. This opens up new possibilities for detailed reports on meeting participants, such as internal users, number of meetings, and location data.

With the new 'HubSpot attendee owner ID' feature, teams can now track which internal users are participating in a meeting, in addition to the host.

For example, a sales manager can now easily see how many meetings a specific account manager has attended with a customer, or a technical expert can be added to see which meetings he or she has been involved in. This feature is especially useful for teams with multiple stakeholders, such as sales representatives and technical experts. Note that this data is only available for meetings booked through CRM records.
(Available from Sales and Service Pro)

Update 3: View 'most traveled paths' in workflows

The new workflow metrics in HubSpot give you better insight into the performance of your workflows.

Because HubSpot has now visualized the "most used path" and allows you to filter data based on different versions of your workflow, you can easily see how adjustments have affected your conversion rates.

You can view conversion rates, error rates and the number of signups at each step of the workflow, allowing you to optimize your automation strategies.
(Available for Enterprise users)

Update 4: Custom preference pages

Have you always wanted to customize your preferences page to the different types of contacts in your CRM? HubSpot is introducing subscription rules that allow you to control which subscription options different contact segments see on their preferences page. Examples include:

• internal vs. external users,

• freemium vs. paid users,

• leads vs. customers vs. partners, and more.

By setting rules for specific contact lists, contacts are shown only the subscription options relevant to them, making for more intuitive management of email preferences. Colleague Teun created a video showing how to use these rules to personalize the experience based on attributes.
(Available in Marketing Enterprise)

Update 5: Additional business information in the sales workspace

HubSpot's sales workspace has been enhanced with AI-generated business insights in the deal insights section.

This feature helps sales reps conduct business research faster and more efficiently, giving them more time for valuable interactions with customers.

Imagine if a salesperson could immediately see on the deal page that a prospect just made a major investment in technology, without having to search for news articles or company reports themselves. Displaying company information directly on the deal page eliminates manual searches for news and data. This increases overall productivity.
(Available from Sales Pro)

Update 6: Predictive 'Deal Score' helps prioritize deals

Want to support your sales team in prioritizing deals and increasing their success rate? With the new predictive Deal Score within Sales Hub, sales reps can now quickly understand the likelihood of closing a deal. This score, based on deal velocity, rep activity and customer engagement, helps sales reps focus on the most promising opportunities. In addition, sales managers can use these scores for targeted coaching and setting realistic goals.
(Available from Sales Pro)

Discover the power of HubSpot with our experts by your side!

Want to make the most of the latest HubSpot updates and take your processes to the next level? Our team would love to help you implement these powerful features. Contact us today and find out what we can do for you!