Product Updates > All Updates

Refinements to Dashboard Sharing & Permissions

Using HubSpot's reporting add-on with HubSpot CRM or our marketing tools? We've made a number of refinements to the reporting dashboard.

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New CRM Notifications & Improved Settings

Two improvements have been rolled out to notifications in HubSpot CRM - assigment notifications, and a new settings screen that gives you more granular control over which notifications you receive and when.

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HubSpot Connect- PandaDoc Product Update

We're excited to share an update on our latest CRM integration partner PandaDoc. Their software makes it easy to create, deliver, and eSign your team’s quotes, proposals, contracts, and other sales collateral right from HubSpot CRM. Built for sales team’s, PandaDoc can automate the sales approval process and save hours on every quote, proposal, and contract you send.

Ensure fast, error-free pricing with PandaDoc’s CPQ module. Replace printing, scanning, faxing, and snail mail with legally binding electronic signature software.

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Easily Add Captcha to HubSpot Forms

As marketers it's our mission to generate leads for our sales team. But, we should aim to generate quality leads that come from real individuals and not necessarily bots or scripts.

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Schedule Tasks Using Sequences

Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.

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Get Personalization Recommendations with Smart Content Insights

As marketers we understand the importance of relevance in communicating with prospects and customers. But getting started making those communications more relevant can be hard.

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An Easier Way to Make Bulk Changes in HubSpot CRM

New options on the Contacts, Companies & Deals views make it easier to select and make changes to your records in bulk. When clicking the Select All checkbox, you'll now be presented with a banner that allows you to select all of the records in your view (instead of just the records on the current page.)
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Compare Landing Page Performance

Your landing pages are crucial to a successful lead generation strategy. You may have two different landing pages with vastly different performance, but understanding each requires manual work. 

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A New Way to Manage Deal Stages in HubSpot CRM

Want to edit your deal stages in HubSpot CRM? A new deal stage editor is now available. The deal stage editor now lives in Settings (instead of behind the gear icon on the deals screen), and makes changing your deal stages faster and easier than before.
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Maximizing Lead Generation with HubSpot CRM & Zapier

How did you hear about our company? That common question leads to an array of answers, such as a web search, word of mouth, news story, or reviews blog. And just as your customers learn about your product in a variety of ways, so too do they come to you: some through your website's contact form, others through a trade show booth and some through personal email correspondence. Many leads from many places. That's the way it is.

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Clickmap Visualization - See where users are clicking in your emails

Knowing where users are clicking on your emails is extremely valuable. Do they prefer to click on links in the top, middle, or bottom? How many links are they clicking? Answers to these questions can be hard to get - until now.

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A New Navigation for Sidekick for Business & Salesforce Users

Using Sidekick for Business with Salesforce? We've got a brand new navigation for you when you login to your Sidekick for Business portal.

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Introducing Sequences [INBOUND Announcement]

Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.

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Introducing Sidekick Connections [INBOUND Announcement]

You’ve identified a company that is a good fit for you to sell to and seems to be interested. The next logical question: Who do you reach out to? It isn’t hard to dredge up an email address from the web, but more often than not, contacting a prospect out of the blue ends up being a dead end for the seller, and an annoyance for the buyer. Sidekick Connections, a new feature of Sidekick for Business, aims to change this.

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Default Properties in HubSpot CRM

Managing a team using HubSpot CRM? You probably want to make sure everyone sees the right information in the right place. You probably don't want to go through the hassle (or put your people through the hassle) of setting everything up manually each time a new person joins the team. That's where default properties come in.
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Easily Manage and Analyze Content [Landing Page and Website Dashboard]

As marketers we need an easy way of organizing and creating pages, and separately, a way to find out how those pages are performing. Today we're happy to introduce the beta of new dashboards for Landing Pages and Website. Both dashboards have brand-new 'Manage' and 'Analyze' sections for quicly creating, organizing and manaing your content and separately measuring your content.

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Learn More about Your Prospects with Dependent Form Fields

The best time to get information from a visitor is while their filling-in a form. With dependent form fields you can dynamically display additional questions based on the answer to the previous question.

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Create Dependent Form Fields in HubSpot Forms

The best time to qualify and get relevant information from a prospect is when they're filling out a form. Starting today with Dependent Form Fields you can ask further qualifying questions based on previous answers.

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Know the Instant a Prospect Opens Your Document

For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.

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Instant Notifications When the Best Prospects Visit Your Website

Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.

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More Granular Control Over Salesforce Activity Syncing

Using Sidekick for Business or HubSpot CRM alongside Salesforce? Now, we're giving you full control over which activities sync to Salesforce, when, and how. It's a useful improvement that will help ensure your sales team has the information they need and nothing they don't. You'll be able to - 
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Clone a HubSpot Campaign and Assets in One-Click

If you frequently run campaigns, cloning all the previous landing pages, emails, and other assets you've created can be a huge time saver. Today, we're happy to introduce one-click cloning of campaigns which will make a copy of the campaign and all assets within that campaign.

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Improvements to Documents in Sidekick for Business

Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.

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Improvements to Contact Profiles in HubSpot CRM

The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.

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Connect Hundreds of Apps to HubSpot CRM With Zapier

Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.

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Which Prospects are Interacting With Your Templates?

Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.

Today, we are going a step further with the new Template Sidebar.

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See Which Website Pages Different Companies are Viewing

The Anonymous Prospects view available to Sidekick for Business users gives you valuable insight into which companies are visiting your website, even before they become leads. And now, Anonymous Prospects allows you to drill into a companies' full page view history.
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Improving Sales Email Template Reporting

When you send a lot of email, templates can be a huge timesaver.  But saving time is only one piece of the puzzle - your templates tool should also help you improve the effectiveness of your messages over time. Template reporting in Sidekick for Business is designed to do just that - and today, our reports are getting a makeover.

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A Tour of the New CRM Settings Screen

In an effort to make finding and editing the many settings in HubSpot CRM easier, we're introducing an all new CRM settings page that you can reach right from the top navigation in HubSpot CRM. Here, we'll take a quick walk through the new settings page to get a feel for just what you can do.

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Say Hello to Expanded APAC & EMEA Calling

Dialing a desk phone is so 2014. Writing up notes on a call and logging it in your CRM is so… well… it sounds even more archaic. That’s why so many folks love Calling (a premium feature available as part of Sidekick for Business.) And now, Calling is available to our friends in many Asia/Pacific and all European countries.

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Helping You Collect Insights on Your Deals

A typical sales process is made up of a hundred small but important details. Having a place to capture and organize those details is a first step, but it isn't enough to make sure that data is collected in a timely and accurate manner. That's where the new Closed Won & Closed Lost dialogs come in.
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Making HubSpot CRM Work for Teams With Permissions

It's amongst the most common requests for HubSpot CRM - more control over which contacts, companies, deals and tasks each sales user sees and can access when they log into HubSpot CRM. That's why we're excited to introduce Permissions in HubSpot CRM.

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Making it Easier to Work With Templates

Templates make it easy to send sales emails quickly and efficiently, while collecting valuable insights into which approaches work the best at different stages of the sales process. Two improvements to templates that stemmed from user feedback are now live.

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Save Prospects Searches in HubSpot CRM

Prospecting is hard work. HubSpot's Prospects database, complete with the details of millions of different companies, aims to make it easier. And now,  you can save your favorite searches to review any time.
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CC and BCC When Emailing From HubSpot CRM

You asked, we listened - you can now CC and BCC additional contacts when sending emails from the CRM. It’s often necessary to include other folks in on the conversation. Now you don’t have to leave the CRM to copy other contacts on your emails.

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Introducing Templates in HubSpot CRM

“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.

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Improving the Little Things: CRM Slideout

When it comes to saving time, the little things often make a big difference. Consider that 4 seconds it takes to find, click, and load a contact record in your CRM. (Or 10 seconds, depending on the tool you use.) It doesn't sound like much, but when it's something you do 50 or 60 times a day, it adds up to real time diverted from more valuable tasks.
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Easily Add a Personal Touch with Signatures in HubSpot CRM

HubSpot CRM aims to make it easy to send emails in whatever way is easiest for you - from your inbox, or from the CRM itself. If you are sending emails from HubSpot CRM, it's now easier than ever to add a personal touch with Signatures in HubSpot CRM.
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