HubSpot is continually advancing. Daily updates, both major and minor, are rolled out to enhance the platform. These new features are crafted from insightful customer feedback and aim to simplify and improve the user experience. Each month, Bright keeps you informed about the latest HubSpot updates. Here are the key updates for November!
(Featured) Update 1: Task-based workflows
Automate processes such as notifications for completed or expired tasks. Save time, standardize workflows and keep your team on track. Task-based workflows can be used for such things as:
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Manage priorities: Automatically assign high priority to urgent tasks or bring them directly to the team's attention.
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Monitor deadlines: Automatically send reminders to team members when deadlines approach or persistent delays occur.
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Streamline Onboarding: Generate a series of tasks for new employees and automate follow-up, such as training modules or form completion.
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Improve customer follow-up: Create tasks for sales or service employees after a specific customer interaction, such as a completed demo or support request.
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Automate reporting: Automatically notify management/directors of progress by closing tasks with a standard "log progress" action.
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Improve collaboration: Dynamically assign tasks to specific teams or roles based on workflow rules.
This not only makes workflows more efficient, but also more versatile and better suited to your unique processes!
(Available from Marketing, Operations, Sales and Service Hub Pro)Update 2: AI alerts for workflows.
New to HubSpot: notifications for notable workflow changes thanks to AI! HubSpot's smart technology now automatically monitors enrollment rates of workflows and sends notifications when something abnormal happens. This means you're instantly notified if a workflow suddenly receives far fewer (or much more) signups. This allows you to react quickly and keeps your processes running smoothly.
How does it work?
In your workflow settings, you can easily activate these notifications. HubSpot AI then does the heavy lifting by detecting unexpected spikes or drops and notifying you about them automatically. This not only saves time, but also prevents you from missing out on important insights.
What can you do with this?
For example: You have an automated workflow to welcome new leads and it suddenly receives far fewer signups. With HubSpot's notifications, you quickly discover that a form is not working properly, allowing you to fix it immediately.
Another example: You've set up a workflow to notify customers about a promotion. When HubSpot AI detects that signups are suddenly rising, you know you can take action, such as scheduling additional inventory or deploying an additional email campaign.
With this new feature, you always stay in control of your workflows and can move quickly when needed. That's how to get even more out of your HubSpot automation!
(Available from Enterprise licenses)
Update 3: Countdown Timer in CTAs.
New in HubSpot: adding a countdown timer to your pop-ups and embedded CTAs! This feature is ideal for grabbing your visitors' attention and creating urgency, such as for a limited-time promotion or an upcoming event. With five new templates, you can quickly and easily create attractive and eye-catching CTAs that perfectly match your campaign. The result? More engagement and higher conversions.
What can you do with this?
Countdown timers are a powerful visual element to encourage visitors to take action. Urgency motivates, and with this new functionality you can use that intelligently. Whether it's a temporary discount, an exclusive webinar or a product launch, your message immediately catches the eye.
EXAMPLE 1: TEMPORARY ACTION
You have an online store and are launching a 48-hour flash sale. Add a countdown timer to your CTAs with text such as: "Only 24 hours left to take advantage of 20% off!" Visitors immediately see that they need to act fast to avoid missing out. This significantly increases the likelihood of a purchase.
EXAMPLE 2: EVENT PROMOTION
You are hosting a webinar that will take place in a few days. A CTA with a countdown timer, such as "Sign up! 3 more days until the live session," ensures that visitors immediately feel the urgency and decide to sign up faster.
Why is this useful?
With HubSpot's built-in templates and user-friendly editor, you can add a countdown timer that fits your brand style perfectly in just a few clicks. No hassle, just quick results. Plus, this feature works from Marketing Hub Starter, so it's accessible to anyone looking to get a jump start on conversion optimization.
Whether you want to generate more signups, purchases or interaction, the countdown timer is your new secret weapon! 🎯.
(Available from Marketing & Content Starter onwards)
Update 4: Mandatory associations for record creation
Thanks to this handy update, admins can now set that deals, for example, must always have an associated contact with a specific label, such as "Primary Buyer." This not only ensures better data quality, but also makes internal processes more efficient and orderly.
Our colleague Teun Geurts has made a clear video about this in which he explains step by step how to set up this feature and use it optimally. He also shows how this can help you in your daily work.
Imagine this: You manage a large number of deals, and you want to make sure each deal has a main contact to ensure follow-up. With this update, you can enforce that each deal contains a contact labeled "Primary Buyer." Or take another example: When creating tickets, you can ensure that each ticket is linked to a customer labeled "Key Account," so that your most important customers are always given top priority.
Wondering how to use this feature for your team? Watch Teun's video and find out how to get the most out of HubSpot's latest feature!
(Available for Pro and Enterprise users)
Update 5: Sales Hub in Google Calendar
New Sales Hub functionality in Google Calendar makes it even easier to tightly organize your sales process. Thanks to the HubSpot Sales Chrome extension, you can prepare meetings, log results and follow them up directly from your calendar. That means less time wasted switching between tools and more focus on what really matters: closing deals and building relationships.
What can you do with it?
This integration helps you work in a more structured and efficient way. Not only can you easily prepare appointments with all the necessary information at hand, but you can also take action immediately after a meeting. Think of logging outcomes or sending a follow-up, without having to open HubSpot separately. Everything automatically syncs with your CRM, so your team is always up-to-date.
Example 1: Preparing for a customer meeting. You have an important meeting with a potential customer. In Google Calendar, click on the meeting and use the Prepare button to open the Meeting Assistant. Here you'll immediately find all relevant customer information, such as previous interactions, notes, and open deals. You can even add important talking points so that you are fully prepared at the table.
Example 2: Follow-up after a sales meeting. You have just completed a meeting and want to take action immediately. Via your calendar, you open the "Follow-up" button and log the outcomes, such as the deal terms discussed. At the same time, you plan a follow-up meeting or send a personalized e-mail via HubSpot. You arrange all this directly in Google Calendar, so nothing gets left behind.
Why is this convenient?
The integration ensures that you can manage all important actions around appointments from one central location. It saves time, reduces administration and prevents essential details from being overlooked. Your sales process not only becomes smoother, but also more productive.
Available in public beta for Sales Hub Pro+ users-a must-have for anyone who wants to work smarter in sales! 🚀
Update 6: AI A/B testing in landing pages
New in HubSpot: AI A/B testing for landing pages! With this smart tool, you can easily have alternative texts tested on your landing pages (excluding dynamic content). The result? Optimally performing pages without having to figure out what to test yourself.
How does it work?
From the landing page editor, click "Test" and choose "A/B test with AI. HubSpot then generates alternative texts that you can apply immediately. The AI starts the test, automatically names the page, and you can start measuring right away. As with a regular A/B test, after some time you choose the winner and apply that version permanently.
What can you do with this?
Let's say you have a landing page with a free e-book. With AI A/B testing, you can optimize the header by having different versions tested, for example, "Download our free e-book on marketing" versus "Get your marketing guide for free immediately." That way you'll find out which variant generates more conversions.
Or suppose you have a contact form on your page. For example, AI can test whether "Request more information here" performs better than "Get no-obligation advice." With minimal effort, you can make your landing page even more effective and attractive to visitors.
With this new feature you will get the most out of your landing pages and work more efficiently to improve your lead generation. Try it out yourself and experience the difference!
Update 7: Tailor your marketing emails with user data
From now on you can easily add properties of record owners, such as name or function, as tokens in your emails. This makes it possible to set up personalized and professional campaigns faster, without extra manual work.
Our colleague Teun Geurts made a practical video about this in which he shows you step by step how to use this new functionality. Teun explains not only how to add the tokens, but also how to use them to create smart and effective email campaigns.
For example, if you want to send a campaign to leads, you can use the "Account Manager" field as a token to include the name of their personal contact in the email. This will make the communication feel more direct and personal. Or suppose you're sending a newsletter on behalf of a regional representative: with a token, you can automatically put the appropriate regional representative in the signature.
Want to know how to use this new feature to take your email campaigns to the next level? Watch Teun's video and discover all the possibilities!
(Available from Marketing Starter)
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!
