HubSpot is a remarkable platform crafted with the Inbound Methodology at its core. This ensures that the tool continuously evolves, employing an agile approach to remain the best solution for marketing, sales, and service teams - equipping them with the tools and capabilities to achieve their business objectives.
We love that HubSpot listens to its community, implementing monthly updates to enhance the platform, stay ahead of trends, and meet user needs.
Each month we pick our top three updates for the month and show you how and why we think these updates will make a difference in your business.
1. Customer Agent can now view and edit contact properties directly in your CRM
Use Case: The Customer Agent just got a great update! It can now view and edit contact properties directly within your CRM.
Your CRM holds a wealth of customer insight. Now, the Customer Agent can use that information to provide smarter, more relevant answers, making every customer interaction smoother, more efficient, and more human.
Please note, this feature does consume credits
Available with: All hubs Professional and Enterprise tier
2. Redesigned Email Editor
Use Case: Email has come a long way since HubSpot first introduced its editor and this refresh brings it up to today’s standards. The new design eliminates the clutter and complexity that had built up over time, giving marketers a clean, easy-to-use workspace where they can design professional emails effortlessly. The result? Quicker creation, smoother collaboration, and better looking campaigns.
With this new editor you can:
Available with: All Hubs and Tiers
3. Drag and Drop Reports onto a Dashboard
Use Case: Creating dashboards in HubSpot is now faster and more intuitive. You can add saved reports and templates without leaving the page, so you can stay focused on building insights instead of navigating menus. This new side panel streamlines the process, giving you easy access to all your saved reports and templates in one place. It’s a small change that makes a big difference when you’re building dashboards or refining your analytics setup.
Available with: Marketing Hub Professional and Enterprise
Like we said, HubSpot loves to listen to its users, so not all updates are immediately live. Many start off in Beta where you have the opportunity to test and comment on these changes.
If you don’t see the update in your portal, you can enrol in the Beta. This is an easy and quick step to do. Take a look at the step-by-step process below for instructions:
Good to know: While the majority of features in Beta do go live, HubSpot doesn’t guarantee that every Beta will go live and may still be removed.
What to find out how you can get the most out of your HubSpot portal? Contact us for a portal audit, or explore our HubSpot Onboarding services.