Here's What's New in HubSpot.

Update: The four social metrics have now been removed from the Competitors report, effective 8/23/2017.

When it comes to reporting features in HubSpot, we’re on a constant mission to help our customers make better business decisions using data. Sometimes, that means creating new tools — in the past few months, you’ve seen a brand new web analytics dashboard, dozens of new pre-baked reports, improved filtering, and more. Other times, it means making the difficult choice to remove features that provide less value to our customers than we’d hoped.

With that in mind, on August 23rd, these four metrics will be removed from the Competitors report:

• Facebook fans

• Has FB page

• Twitter followers

• Has Twitter

The contact timeline in HubSpot CRM is where you track every interaction an individual has with your business. That’s right: every interaction. Page views, sales emails, list memberships, and over a dozen other things. That amount of info is incredibly powerful.

As a sales leader, you need consistent data at every point in your sales process. The more consistent your data, the more predictable your outcomes, and the better you’ll be able to forecast your month, qualify your deals, and coach your reps. But in order to have consistent data, your team needs to have a consistent process.

With that goal in mind, with today’s update, you can ensure that all your reps are collecting the same information as they move deals through the pipeline. And, for those datapoints that are absolutely critical, you can require those properties to be completed before a deal jumps stages.

Reporting is the compass that keeps your inbound efforts headed in the right direction. The more deeply you can understand what’s worked in the past, the better you can optimize your future strategy for both your business's growth and your buyers' experience.

In the last few months, you got access to four new social media reports and five new contacts reports, to help you measure even more of your inbound results.

Today, we’re taking that a step further. Moving forward, you’ll have access to an entire library of dozens of out-of-the-box reports that can be added to any of your HubSpot dashboards with one click. No extra fees, no extra clicks, and a whole lot fewer Vlookups to run in Excel.

Just in the nick of time, here are this month's biggest HubSpot product updates in a neat and tidy six-minute video. 

Your reporting needs aren't one-size-fits-all, and your dashboards shouldn't be either.

With that in mind, today, your HubSpot dashboards just got a whole lot more flexible with two specific updates:

1. You no longer need to set dashboard-level filters. With this update, you can now include individual reports with different date ranges, owner or pipeline filters, all in the same dashboard.

2. If you use the reporting add-on, you can now filter your custom dashboards by owner and pipeline. Previously, those filters were only available on the default marketing and sales dashboards.

Marketing starts with individual: no matter the nature of your company, you’re trying to convert real people into loyal customers and evangelists of your brand. That’s why your HubSpot Marketing tool is centered around an robust, integrated contact platform.

But if you’re B2B, your organization lives and breathes in the world of the companies those individuals work for. The data you collect about the companies you interact with — size, industry, location, and more — is just as important to your marketing efforts as any trait of the individual contacts.

With that in mind, did you know that your HubSpot Marketing portal comes fully equipped with a company database?

With today’s change, that companies database now lives under “Contacts” in the HubSpot Marketing navigation.

You need fast, reliable, and trustworthy marketing data, so you can show the value of your marketing efforts and make better business decisions. With that in mind, over the last few months, we've completely rebuilt the back-end HubSpot analytics engine with the goal of providing you with even more robust and precise metrics.

Bacon and eggs. Great combination. Peanut butter and jelly. Great combination. Rainy day and a movie. That too. Today, a new duo joins the fray: LinkedIn Sales Navigator and HubSpot CRM.

When we first built the call queue in HubSpot CRM, the goal was simple: create a tool that helped sales reps work more efficiently and in a more focused way. Over time, you've given us great feedback on the tool, and reviews have been mixed on how well it lives up to that goal.

It helps a sales team call leads faster, sure. But it lacks the flexibility to truly make a sales team more productive. Calling quicker is great, but what about emails and other to-dos? What if you want to set up multiple queues for different types of follow-up? What if you’re following up on a specific deal --- how does the call queue help you to track that down?

With that feedback as our north star, we launched a brand new productivity tool in HubSpot CRM called task queues. If you haven’t checked out task queues, here’s the gist: think of a task queue like a playlist for your tasks. Simply create a task queue for a certain category of to-dos - it could be based on time zone, territory, priority, or anything else you choose. Add tasks to the queue. Press play. Run through your tasks. That’s it.

In short, task queues is the future of getting things done in HubSpot CRM.

With that in mind, on July 10th, the call queue feature will be removed from the CRM.

It's that time once again --- three exciting updates to the HubSpot product, in under five minutes. Give it a watch, and let us know what you think in the comments below.

If you’re a sales manager, you know how critical speed is to your team’s success. When your reps are creating CRM records, the quicker, the better. The more time they spend entering data, the less time they spend selling. But there’s a caveat: while speed is crucial, if your reps enter the wrong data --- or not enough data --- you end up with a spotty database and an inconsistent process.

Sales doesn’t always happen from behind a desk. If you’re a field rep --- or even if you’re not --- parts of your process take you on the road. Whether a dinner with a prospect, an in-person demo with a lead, a trade show, or even a busy morning commute, your sales process needs to travel with you.

When it comes to measuring your marketing and sales success, it’s not just about running reports; it’s about running the right reports, to tell the right story to the right audience. But, even for the most experienced marketers, data can be overwhelming. Whether running pivot tables in Excel, SQL queries in your BI tool, or even marketing and sales reports in HubSpot, it can be hard to know where to start.

With today’s update, you have five new contacts reports, built around best practices and common use cases, that summarize your lead generation success over time.

The best ten minutes of your month are back again: a brand new (April Fool's) edition of the HubSpot product spotlight video is below. Use the chapters on the right-hand-side of the video to find the new features most relevant to your routine, and leave us your feedback using the feedback link.

If you use HubSpot CRM, you’ll agree: tasks in the tool have been adequate, not exceptional. They’re like eating iceberg lettuce. Not the end of the world, but not mind-blowingly awesome either.

Today, that changes. Task management in HubSpot has a brand new look, and a slew of new functionality to boot. Staying on top of to-dos is pivotal to your sales team’s success. Every missed follow-up is a lost chance at a connection with your prospects and customers. With HubSpot’s new tasks interface, you’ll never let a task slip through the cracks.

Your company’s website is the central hub for your prospects’ and customers’ interactions with your online brand. The more information you have about those interactions, the more effectively you’ll be able to design your site around your buyers’ behaviors, and the more business you’ll be able to close from your website at the end of the day.

Your new web analytics dashboard brings a slew of new metrics on your website’s effectiveness --- time on site, new vs. returning visitors, bounce rate, device type (mobile vs. desktop), sessions by country, and more --- into the friendly confines of your HubSpot portal. No extra tools or tracking codes necessary.

If you’re a sales rep, you spend your day making calls, sending emails, and booking meetings. The more efficient you can be at those three things, the better you’ll be at your job. With today's change, reaching out to your contacts even easier: you can now make calls from company and deal records, in addition to contact records. Fewer clicks in the CRM means time saved means more sales. It’s that simple.

In HubSpot CRM, you can enable the auto-creation of companies.

Let's face it: you're busy. Whether it's executing marketing initiatives or running a sales team, your days are booked. It can be tough to keep up with a HubSpot product that's constantly expanding and improving. With that in mind, you've got a brand new way to stay up to speed on HubSpot's product updates. Watch the Product Spotlight video to get last month's biggest updates in under 8 minutes. What better way to spend your next coffee break?

As a sales leader, the ability to zoom in on specific parts of your team's engagement process is vital. Which reps are making the most calls? Are they connecting or leaving voicemails? How many emails are your BDRs sending? How many meetings are your new reps booking?

When working with a prospect or customer, you need quick access to the most vital and relevant information. As more and more interactions rack up in that person's timeline, this gets a whole lot tougher. Today’s update enables you to pin the most mission-critical note at the top of any record in HubSpot CRM, ensuring the most important information is always front and center for both you and your team.

Inbound is all about getting the right message in front of the right people at the right time. A key component of that: understanding which of your contacts have important dates coming up relating to your company’s offerings. Which contacts have trial expirations around the corner? Who’s renewing in the next month? Which travelers leave on their trip in the next week? Which home-buyers have a move-in date in the next few days?

If you’re a sales rep, you spend your day making calls, sending emails, and booking meetings. The more efficient you can be at those three things, the better you’ll be at your job.

What is it?
As of Friday March 24th, the new Visual Workflow Editor is the default view for all users. The old view will officially be retired. It’s had a good run. We hope you've had time to get aquinted with the new view and have tried out some of the improvements. 

Each month, your HubSpot portal gets access to a slew of new features. While we design each and every new feature with the goal of adding value to the tools you use day, we recognize that it can be tough to keep up with so many updates. With that in mind, we've put together a 5-minute video that walks you through this month's most exciting new HubSpot features. Give it a watch, share it with your team, and let us know your feedback in the comments below!

Let’s say your company sells widgets that are vital to fast food hamburger sales. Your goal is to sell your widgets to every Sprocket Burgers across the globe. While all the locations have the same bright orange emblem out front, they represent completely different franchises with their own unique businesses. One location might have twice as many employees; another might sell more HubNuggets than HubBurgers. With that in mind, you need a way to track your interactions with each franchise separately, but also understand the relationships between them.

Social media plays a key role in inbound marketing success. But it's not always the easiest thing to measure. It’s critical not only to analyze your social data to gain insights for your next campaign, but also to see your social metrics in the context of your other KPI’s, to understand how your social results align with your overall marketing goals.

Your contacts database is your home base for understanding the people interacting with your business. With the goal of making your contacts tools easier to use and more consistent with the rest of your HubSpot platform, we've been working for the last few months on fresh new designs for four screens: All Contacts, the contact record, Lists, and imports.

All Contacts and Lists are your home base for understanding the people in your database. With the goal of making these tools easier to use and more consistent with the rest of your HubSpot platform, we've been working for the last few months on fresh new designs for these two screens.

As your team scales, automation can get complicated. A single flow turns into three or four, one branch becomes several. More people are involved in the process, and need a quick way to understand your campaigns. Your processes might get more complex, but your tools don’t have to.

The contact record in HubSpot is the central hub for information on the people in your database. It stores interactions, engagements, and property information in a single integrated record.

For over a year, the HubSpot product team has been hard at work designing and testing a new look for the contact record that’s cleaner and more modern, while continuing to provide the same great functionality that you’re used to — and more.

We're excited to announce that, on January 4th, all HubSpot customers will move over to the new design. 

[12/20 Update: As of 12/19, refreshed design for HubSpot CRM is now live to all HubSpot CRM portals.]

HubSpot CRM is a designed to make organizing your interactions with leads and customers simple and straightforward. With that mission in mind, today, we're excited to announce that the CRM will undergo a modern facelift in the coming weeks aimed at bringing a new level of clarity, consistency, and joy to your routine. Rest assured --- the functionality you're used to won't be altered. The refresh will focus solely on the look and feel of HubSpot's apps.

In this article, we'll walk through the timeline of the changes and give you a quick tour of the new design.

Note: If you're not an active user of HubSpot CRM and saw this message above a contact record in your Marketing tool, click here for a preview of the contact record's updated look. This change will go into effect in December.

As your business grows, it gets more and more difficult to keep your data clean. With information coming from more places --- inbound, imports, integrations, and more --- inevitably, it’s sometimes necessary to clean things up. Today’s update enables you to keep your company database dupe-free.

For the past few months, you’ve had access to a brand new Dashboard that makes it easier than ever to customize your "morning cup of coffee" marketing metrics. Your feedback on the new interface has been extremely helpful, and we’ve taken it into account as we’ve iterated on the initial design.

Information is important. But not all information is equally important to every member of your team. Your sales reps might spend their energy working deals, while your marketing team might focus more closely on basic contact and company demographics. The better your HubSpot records reflect your priorities, the less scrolling you’ll have to do and the quicker you’ll be able to do your job.

At HubSpot, we’re always looking to move your inbound marketing and sales processes forward. Sometimes, that means creating new tools — in the past few months, you’ve seen things like Team Meetings, a brand new iOS app for HubSpot CRM, multiple pipelines, a redesigned Sequences editor, and more. Other times, it means making the difficult choice to sunset tools. 

When you log into HubSpot today, you'll find a cleaner full-screen interface for the Page Performance report. Chances are good you won't notice much of a change --- you've had the ability to opt into the new design for a few months. Today, we're excited to officially launch the refreshed look.

When you’re digging into your contacts, companies, and deals, you need quick and easy access to all the information you have about them. The faster you can find the information you need, the more efficiently and effectively you can follow up with your leads.

With Workflows, you can update property values for many records at once, rather than making one-off changes --- saving you precious moments in your day. Not quite sure what we're talking about? Take a glance through this help document, then come right back.

In many situations, the value of a property needs to be updated, rather than overwritten. Now, appending values to multi-checkbox properties is easy to do in HubSpot.

When it comes to reporting, you need the ability to dig under the surface of your metrics, in order to find tangible takeaways and actionable next steps.

Today, you have the power to drill into your HubSpot data in two new ways.

Data security is vital to a growing sales team. You need full control and visibility into who's doing what in your CRM. With that in mind, last month, we introduced advanced permissions. Now, we give managers and admins the ability to see who's exported what from HubSpot CRM. 

Today, we're excited to announce that HubSpot CRM is now available in the Google Apps for Work Marketplace and has been chosen as one of Google's “New and Notable” applications for the month of June. You can read the full details of the launch here. In this post, we'll walk you through  what the new Google Apps functionality entails and how to set it up.

Online ads can play a key role in amplifying Inbound, empowering you to drive increased traffic to landing pages and to get more "bang for their buck" from content campaigns. That said, not all ads are created equal. When it comes to reporting, it's pivotal to be able to slice and dice Search and Social ad campaigns separately, to make the right optimizations for each channel.

For many HubSpot customers, the Dashboard is the first stop in your day. We refer to it lovingly as the "morning cup of coffee" report, where you find the quick-hit scoop on your most important metrics --- leads, contacts, customers, asset performance, personas, and more --- before diving into the day's tasks. 

When it comes to your Dashboard, you need easy access to the data that's most relevant to your team, laid out in a way that aligns with your priorities. With that in mind, we're excited to launch brand new design for your HubSpot Dashboard that makes it easier than ever to customize your "morning cup of coffee" marketing metrics. 

According to a recent study, sales teams spend less than a third of their time actually selling. The rest is spent on administrative tasks like creating CRM records, logging manual activities, and searching for relevant content to send to leads. 

As your sales team grows, it becomes more and more necessary to control access to information. Which team members should be able to add properties and update deal stages? Should everyone be allowed to import and export data? 

Now in HubSpot CRM, you can set much more granular permissions, ensuring that team members are only able to access the information that’s relevant to them.

Not all of your company’s customers and prospects fit the same mold. They might vary in size, industry, or geography --- or, if your company is like ours, various segments of your audience might be looking to buy entirely different products from you. With such varied customer profiles and needs, not all Sales cycles within an organization can be created equal.

Let's say you've made some tweaks to your favorite lead nurturing workflow over the last few months --- swapped out some email copy, changed a delay, and added a new if/then branch. When making changes to your assets, it's pivotal to have the necessary data to determine whether your optimizations are having a positive impact. With HubSpot's refreshed Workflow Performance interface, we've made it easy to pinpoint what's working and what's not in your Workflows.