Glare Blog

HubSpot October 2024 Updates: Streamline, Personalize, and Thrive

Written by Karin Tamir | Nov 14, 2024 8:23:29 AM

HubSpot’s October 2024 updates bring a wave of innovation across all hubs—Marketing, Sales, Service, Operations, and CMS. These enhancements streamline workflows, enhance data control, and personalize customer interactions, empowering businesses to excel in their daily operations. Each hub introduces features designed to boost efficiency, from simplified list management in Marketing to advanced support in Service and seamless integration with Microsoft Teams in Operations.

These updates are some of the most exciting yet, and HubSpot is constantly evolving to keep up with your needs. To stay in the loop with all the latest features, make sure to regularly check the Product Updates tab in your HubSpot portal. Here’s a friendly rundown of the major new features and how they can be practically applied in each hub.

 

Marketing Hub

Quickly Exclude Records from Active Lists

Description: This feature easily excludes specific records or lists from an active list, simplifying audience segmentation for targeted campaigns.

Use Case: Refining an email list for a personalized campaign without sifting through extensive filters or manually removing contacts.

URL Personalization Token Support in Emails

Description: Add personalized tokens in email buttons or images to create unique experiences for each recipient.

Use Case: Send tailored links to customers for unique offers, boosting engagement and conversions in email marketing.

Custom Maximum Score - Lead Scoring

Description: Define a custom lead score maximum, making scoring adaptable to different qualification models.

Use Case: Align lead scoring with your company’s unique thresholds, providing accurate insights into lead readiness.

Progress Bar in Forms

Description: A progress bar helps users visualize form completion status, improving user experience and reducing form abandonment.

Use Case: Show real-time progress to encourage visitors to complete lengthy forms. This is especially useful for surveys or signup forms.

Add Sequences to Campaigns

Description: Integrate sequences into campaigns for unified sales and marketing efforts.

Use Case: Align sales follow-ups with marketing outreach, ensuring cohesive and data-driven campaign adjustments.

Simplify how contacts resubscribe via form

Description: Unsubscribed users can easily opt back into marketing emails by submitting a relevant form.

Use Case: When a former subscriber fills out a newsletter form, they’re automatically added to the mailing list without additional clicks. This seamless process enhances email marketing effectiveness.

Sales Hub

Manage Property Access in Workflows

Description: Control who can view and edit properties within workflows, improving security and collaboration.

Use Case: Limit access to sensitive customer data, ensuring only relevant team members can view or modify workflow properties.

Saving Line Items to the Product Library

Description: Save line items from deals, quotes, and more to the Product Library for easy reuse.

Use Case: Standardize frequently used items in quotes to streamline future sales processes, enhancing efficiency and consistency.

HubSpot Numbers Available in 7 New Countries

Description: Obtain HubSpot phone numbers for new regions to expand your calling capabilities.

Use Case: Use local HubSpot numbers to strengthen your local presence and improve communication with customers in Germany, Brazil, and other countries.

Service Hub

Skill-Based Ticket Routing for Live Chat

Description: Route tickets to agents based on skills, ensuring the right inquiries reach the best-suited agents.

Use Case: Optimize customer support by connecting clients with agents specializing in their area of inquiry, enhancing satisfaction and efficiency.

Connect HubSpot Tickets with Microsoft Teams

Description: Sync tickets with Microsoft Teams, facilitating real-time collaboration.

Use Case: Simplify support workflows by allowing team members to discuss and resolve tickets within Teams, speeding up issue resolution.

Ticket Splitting in Help Desk

Description: Split tickets based on topic or new inquiries, keeping support cases organized.

Use Case: When a customer submits a new question within an old ticket, create a separate ticket to ensure clarity and focused responses.

Mobile Chat SDK

Description: The Mobile Chat SDK seamlessly integrates HubSpot chat into your iOS or Android app, enhancing customer support with a native feel and minimal coding.

Use Case

  • Integrate HubSpot chat into iOS or Android apps with minimal coding for a contextual and native support experience.
  • Offer in-app self-service by integrating customer agents, knowledge base, bots, and other HubSpot tools.
  • Configure chatflows using the familiar interface.
  • Capture essential customer information for efficient issue resolution.

CRM

Restore from Data Backup

Description: Roll back property values to a previous state, enabling fast recovery from errors.

Use Case: Quickly restore data without re-importing files, minimizing downtime during data mishaps.

Conditional Formatting in Custom Reports

Description: Apply conditional formatting to data tables, highlighting trends and critical data.

Use Case: Flagging important metrics enhances data visibility in reports, allowing quicker, more effective data analysis.

Allowed Login Methods

Description: Define permitted login methods to secure portal access.

Use Case: Strengthen security by restricting login options to trusted methods, ensuring compliance with internal protocols.

Minified Global Search Dropdown

Description: A streamlined search experience enables users to locate records with minimal disruption.

Use Case: Quickly access frequently used records through a simplified dropdown, maintaining workflow efficiency.

App Market Place

Use Workflows for Microsoft Teams Webinars Registration

Description: Automate contact registration for Teams webinars based on specified criteria.

Use Case: Target relevant contacts for webinars based on interests and previous engagement, ensuring a well-suited audience.

 

As a HubSpot partner, I get to see firsthand how these updates make life easier for businesses by simplifying operations and unlocking exciting new growth opportunities. Each hub's enhancements are thoughtfully designed to tackle real-world challenges, allowing teams to focus on what truly matters—building meaningful connections with their customers. With these tools, businesses can boost their efficiency and thrive in a competitive environment.

I encourage you to explore these updates and see how they can transform your business operations. Dive into the new features, experiment with the integrations, and harness the power of HubSpot to propel your growth journey. If you need guidance or want to learn more about maximizing these updates, don't hesitate to reach out. We are always here to assist, ready to work together with you to make the most of what HubSpot has to offer.