Here's What's New in HubSpot.

(11/13 update: these changes are now live)

On November 13, the way you associate your sales activities with your deals is getting a major upgrade. From that point forward, you'll have the ability to choose which notes, emails, calls, and meetings roll up to a deal timeline --- rather than having every activity automatically do so. In this article, we'll walk you through why we're making the change and how it works.

Google recently rolled-out a Chrome update which started to flag pages that contain a form, but are not SSL-enabled, as "not secure." Because Chrome has approximately 47% of the browser market share, this update impacts millions of visitors, and marketers across the web.

What is it:

Starting 11/1, we’re placing Workflows in the top-level navigation for all portals. This adds the Workflows navigation item to Sales (Free and Pro) portals, Marketing Basic portals and Marketing Free and Starter portals. 

This change doesn't bring Workflows to users who don't have it as part of their instance of HubSpot but will serve as a way for them to learn more. 

What’s this integration partner do?

Dasheroo is reporting software that make it easy to consolidate metrics from different applications into one custom dashboard. Dasheroo brings together different data sources to create visualizations and bubble up insights.

What’s this integration partner do?

DepositFix is a HubSpot app that allows you to accept Stripe payments via HubSpot Forms and use purchase data as a signal in HubSpot.

What is it?

We’ve moved our LinkedIn publishing integration to a new set of APIs and need active users to re-authenticate their accounts by October 31st to avoid interruption.

To make room for new features that are coming to Marketing Free and Marketing Starter over time, we'll soon be making some changes to the navigation, with some features being grouped under drop-downs for Contacts and Lead Capture.

When you consider creating a form, the questions you ask ultimately help make that form relevant to the visitor, and help provide data that informs marketing, sales, and customer success down the road.

It’s the most exciting time of the year at HubSpot. In September, we wrapped up our biggest INBOUND event yet --- more than twenty-one thousand people joined us in sunny Boston for a week of inspiration, education, and transformation. Michelle Obama, Brene Brown, John Cena, and dozens more graced the INBOUND stage.

As in years past, INBOUND marks peak product launch season at HubSpot. With that in mind, there’s a slew of new functionality in your HubSpot portal. In the video below, we'll run you through all of it, in less time than it takes to get a cup of coffee.

Leads are crucial for your business. Without leads there are no deals to close. But we rely on different conversion points -- such as forms -- to generate those leads. Technical issues can come-up that affect forms loading, or a visitor may have an ad blocker installed that interupts the form.

What’s this integration partner do?

Social media advertising is hard. Needls make it easy by doing it for you.

How does Needls integrate with HubSpot?

Leverage your HubSpot data to create highly targeted ad campaigns using Needls. Two specific examples:

• Import your HubSpot contacts automatically to create lookalike and custom audiences for your Facebook and Instagram ads. Needls will test these audiences against other relevant audiences that their data-backed system identifies. This speeds up the optimization process and will help your campaign get the best results possible.
• Import your HubSpot keywords. Needls will automatically generate hundreds of relevant synonyms to find people who express a need or want for your product or service on social media. By identifying these buying signals, they show your ads to these people for optimal targeting.

What’s this integration partner do?

MagneticOne Mobile creates mobile solutions for CRM users. They create products ranging from business card readers to phone trackers, for dozens of CRMs.

How does MagneticOne Mobile integrate with HubSpot?

With the new integration, easily sync business cards right into HubSpot CRM. Take a photo of a business card using your smartphone, and MagneticOne Mobile will automatically transfer all the relevant contact information into a brand new HubSpot contact. MagneticOne Mobile can recognize and read cards in over twenty-five languages. Even better, you can enrich the contact data you import. Quickly and easily add country phone code and text/voice notes, and save the location you met.

Timelines in HubSpot are where you track every interaction an individual (or company/deal) 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.

But, in truth, it can make the timeline incredibly overwhelming as well. For contacts with a ton of interactions, sorting through the timeline to find individual engagements is like trying to track down one specific kid at DisneyWorld. There’s plenty of awesome stuff, but it’s nearly impossible to find the thing you’re actually looking for.

With that in mind, in the last few months, we’ve made several changes aimed at making it easier to find what you’re looking for in HubSpot records. First, it was a rollup of all the pageviews in a specific session. Then, it was a new section for upcoming engagements, cordoned off from the rest of the timeline.

Today, we’ve got three more for you.

As Google Docs has become the top Software as a Service app used by SMBs, we've seen the meteoric rise of people writing -- then copying and pasting their content into HubSpot. However when doing so you have to wrangle formatting issues, text, and separately add images. Often times that required looking at the source code fo the post just to get the formatting the way you want it.

Moving into beta testing today (Sep 26) is a brand new way to analyze and compare your marketing campaigns in HubSpot that tracks their impact across the full lead lifecycle, from first touch to closed won and beyond. In this article, we'll walk you through the backstory, the tool, and the next steps.

(p.s. If you'd prefer a video to a blog post, here's the quick rundown)

At INBOUND we introduced a new, native integration with ecommerce leader Shopify. Now live, this new HubSpot built integration allows shared customers to seamlessly integrate Shopify and its data (customers, orders, and products) into HubSpot. This update eliminates any need to manipulate HubSpot to work for ecommerce and enables new automation, reporting, customer marketing, and other sales and marketing tactics ecomm customers want.

We live in an age where content is more important than ever, but the process of creating content is more disconnected than ever. You now likely use multiple tabs, or various silos to store research for blog posts that you have to consistently reference and a lot of copying and pasting.

This integration is no longer part of the HubSpot Connect program -- to find alternatives, visit our integration directory.

What’s this integration partner do?
Terminus is Account Based Marketing (ABM) software that helps Marketers target and deliver account-based advertising. Built for B2B marketers, Terminus will engage the right people at your target accounts without having required contact data to do it.

What is it?

On October 18th we will remove Recipes, and the Recipes tools from Workflows.

Update: As of 10/18/17 Recipes has been removed from HubSpot. 

Accelo is project management and CRM software company that helps businesses and agencies track time and manage projects.

What’s this integration partner do?
Brightcove is video marketing solution and platform. They offer hosting, player, analytics and more for marketers, publishers, enterprise business, IT, and live streaming.

What’s this integration partner do?
Animoto is video creation and marketing software for businesses and creators. Their video builder makes it easy to create professional videos quickly that perform well on social, websites, and more.

What’s this integration partner do?
Viewbix is software that lets marketers add CTAs, forms, and other marketing tools into their existing video.

What’s this integration partner do?
Grow is a reporting and BI software that helps businesses organize and make sense of disparate metrics and data sources.

What’s this integration partner do?
VidMob is a platform for and network of video creators, animators, and graphics designers that business can use for their video needs.

What’s this integration partner do?
Datanyze is sales intelligence software that shows users information about prospects, and what software and tools people or businesses use. For example, Datanyze can tell you if a person or business is a HubSpot user, the annual revenue of a company, how much funding they have taken, and more. Their system is able to determine most software a business uses and can alerts users to changes in usage. This helps sales know when to call a prospect and how to best start conversations.

What’s this integration partner do?
TwentyThree is video marketing software that offers hosting, publishing, editing and analytics. Their solution allows you to build custom video players, embed it anywhere and capture leads via video.

What’s this integration partner do?
Powtoon is marketing software that lets you create animated videos and presentations. Their DIY video creation tools combine animation, live video, moving graphics, music, voiceover, photos, and text to create professional marketing and training videos.

We’re excited to introduce a new Facebook Ads and HubSpot integration that brings Facebook lead ad creation, tracking, and lead sync to both HubSpot Marketing Free and Paid. 

What is it?
Starting today we're bringing HubSpot Marketing Free, to our Free CRM users who don't already have the tools. Since March, 2017 Marketing Free has just been a part of the Free CRM but users who signed up before then have not been provisioned for the tools. Those users don’t see “Marketing” in the switcher in the upper left hand corner of HubSpot. This update adds Marketing to HubSpot CRM for those users.

The way we search has changed. Just a few years ago, it would have been common to search for a an email template to send by looking for "follow-up email". But today, we search the way we talk.

What's the change?

What’s this integration partner do?
Slemma is a reporting tool designed for businesses. It’s flexible software lets front office teams build custom reporting dashboards from a variety of sources.

What’s this integration partner do?
Woopra is analytics software that tracks customer interactions with a business as they move through the funnel. They offer a dashboard that let's users track leads from multiple channels, review site analytics, monitor customer interactions on their website pages, and more. 

Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.

Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:

1. Views in HubSpot CRM are now called saved filters.
2. Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown.
3. You can now favorite up to five saved filters, which will remain pinned to the left-hand sidebar.
4. Creating a saved filter is now much more spacious. In addition, the five properties you use the most are now surfaced front-and-center when creating a saved filter.
5. Saved filters can now be shared with a single team. Previously, they could only be private or shared with all.
6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.

Have you ever written something, then come back a few hours later and it's magically dissappeared? 

The Landing Pages and Website dashboards have been refreshed to match the new style of HubSpot products. This ensures that no matter whether you are creating content in a landing page, or monitoring the performance you have a consistent experience throughout all of the tools you use within HubSpot.

Each month, we put together a short video highlighting the month's most exciting updates in your HubSpot portal. Here's the video from August.

What’s this integration partner do?
Sigstr is software that turns employee email signatures into a dynamic marketing channel. Using Sigstr you can create branded email signatures, with dynamic CTAs, specifically targeted at audiences like customers, leads or companies. Sigstr lets you update or change all the email signatures across your whole company at once, or just for certain teams. Sigstr provides analytics to track the results of these campaigns.

What’s this integration partner do?
Klipfolio is software for building custom analytics dashboards. With the Klipfolio dashboard editor, a user can select which platforms they want to import data from and customize how that data is displayed using drag and drop features or custom HTML. Users can also elect to use pre-made dashboard templates to meet their needs.

In sales, you need to see the most important things front and center. The more you have to search and scroll to find what you’re looking for, the less you’ll sell. Plain and simple.

With that in mind, over the past year, you’ve seen several updates aimed at making your CRM’s display more flexible, so that you spend less time searching: the ability to drag, drop, and reorder, and minimize cards on records, a clearer view of web interactions on the timeline, and more.

With today’s update, you can sort your deal board by any property you choose. Sort by amount to put your most valuable deals front and center, by owner to check in on your reps’ deals one-by-one, or whatever’s most important to your team.

What does this integration partner do?
Quuu is software that suggests content for social media, based on customized topics of interest. It helps people find relevant content to post on social. The user can decide how many suggested articles or blogs Quuu sends them each day and choose to either automatically publish the content or manually approve content before publication.

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

We’ve rebuilt the tools you use to manage users inside HubSpot from the ground up. You’ll find a number of awesome improvements (explained below), and a clean new design.

You want blog content to get found, and for potential buyers to talk about your product or solution. Where's one of the most popular places that everyone turns for that conversation? 

What is it?

New Fields: When you create a task through Workflows, you can now set the Type, Title, and Reminder Date fields automatically. 
Task Personalization: In addition, you can also add contact personalization tokens to both the Task Title and Notes. 

Click here to try it out in your portal.  

What is it?
HubSpot Social now supports video publishing to Facebook. All Marketing users can now upload video to Facebook via the HubSpot Social tool. This only works for Facebook. 

Click here to try it out in your portal.  Once in HubSpot click compose > Facebook > video icon. 

How’d you like to chat with even more of your site visitors? The newest enhancement to messages will help you do just that.

What’s this integration partner do?
LiveChat is a chat tool businesses can use to engage visitors on their website. Their chat widget is customizable and customers can rate the quality of service they received from the chat box itself. If no one is available to respond to a chat, a ticket system can be used to respond to customers. Reporting tools and canned responses are also available.