HubSpot has released a range of updates this September which are sure to be of interest to tech-savvy business professionals. In the prospecting workspace, the new leads view allows managers to review new leads, enrol them in a sequence and see the previous and next action. AI-powered tools such as the website builder and blog post generator offer a range of benefits, such as faster creation of websites and improved SEO. Reporting improvements include gauge visualisations, formula fields and conditional property logic, while data privacy can be monitored using the Data Privacy Dashboard. For marketing, Start a WhatsApp conversation in HubSpot, Video CTAs and LinkedIn video publishing offer new ways of engaging with customers, while Random split branches in workflows can be used to create channel or tactic experiments. Finally, comment notification efficiencies streamline comment management.
Leads view in the prospecting workspace (beta) allows sales reps and managers to use one place in HubSpot to review new leads, enrol them in a sequence and see the previous and next action. AI-powered website builder (beta) creates one-page websites using the Growth website theme, while AI-powered blog post generator uses a combination of ChatGPT and Semrush data to create blog post topics, meta descriptions, suggested titles, outlines and more. AI Assistant for workflow and report descriptions (beta) saves time and summarises the purpose of each tool, while gauge visualizations (beta) in the custom report builder help to compare data against predefined ranges. Formula fields (beta) in the custom report builder allow for row-level math and the creation of new reporting fields. Conditional property logic (beta) prevents the user from saving changes to a record unless the required properties are completed, and freezing the first column of the index record table (beta) allows users to clearly view any column without losing track of the record. Enforcing uniqueness on contact properties prevents duplicate values, while the four new standard time-in-stage calculated properties for lifecycle stages help to better understand the customer journey. The Data Privacy Dashboard monitors data privacy compliance.
Comment notification efficiencies streamline comment management, with fewer non-urgent notifications due to the bundling of comment notifications (beta) on the same thread. Unread comments are easier to find without re-reading entire threads due to the unread comment counter, the preview of unread comments in the collaboration sidebar and the link directly to the new comment within email notifications (beta). For marketing, Start a WhatsApp conversation in HubSpot (beta) allows proactive contact on a one-to-one basis, while setting a contact’s SMS or WhatsApp subscription status using workflows (beta) ensures legal compliance. Video CTAs (beta) and LinkedIn video publishing for personal accounts offer new ways of engaging with customers, while Random split branches in workflows (beta) create channel or tactic experiments.
HubSpot's September releases offer a range of updates which will be beneficial for tech-savvy business professionals. AI-powered tools streamline website and blog post creation, while reporting improvements save time and ensure accurate data. Data privacy can be monitored and comment management simplified. Finally, marketing improvements offer new ways of engaging with customers.
Originally reported by Martech: https://martech.org/hubspots-september-2023-releases-the-managers-guide/
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