Here's What's New in HubSpot.

With custom objects, Enterprise customers can store and structure almost any type of data in HubSpot. Custom object data can then be used seamlessly across the HubSpot platform in tools like reporting and workflows. 

UPDATE: Effective September 1, 2020 all users will have access to the new CRM home pages by default. 

On July 8, 2020, all CRM home pages will have a fresh new look and feel:

Ads & a CRM are two of the most powerful tools in the marketers toolkit. Ads help you provide your customers with helpful, relevant content at every stage of the buyer’s journey. Your CRM gives you the data you need to create highly targeted audiences, and properly measure the success of your ad campaigns.

Understanding how each of your marketing actions work together is critical to your business’ success. To grow better, you need to understand the big picture of how your marketing tactics affect people, eliminate those which cause friction, and create a more cohesive customer experience. You do this, by rooting your marketing tools in a CRM. With a CRM, you get full insight into the customer’s journey with your brand. You’re able to ensure your marketing is not seen out of context, and better understand how each action you take is turning leads into loyal customers.

 What is it?
Marketing, Sales, or Service Hub Enterprise users can now sign into HubSpot with a SAML 2.0 single sign-on identity provider, such as Okta or OneLogin.

Recently, we released a beta of bi-directional account sync with HubSpot companies and Salesforce accounts. This feature is now available to all integrated portals. HubSpot will now create accounts in Salesforce and manage re-associations.

What is it?
All Service Hub Professional users can now create custom tickets reports. They can also customize their tickets reports on their service dashboard, as well as the ticket reports in the report library.

UPDATE: 8/6 - The new package is now available for all Salesforce integrated portals. For answers to a number of frequently asked questions, feel free to refer to this knowledge doc.

Starting today, you will have a banner notification on the Salesforce settings screen that will allow you to upgrade your package.  This will require an update to the package in Salesforce. We strongly recommend that you update your package as soon as possible. If you do not update on August 6th, data will still sync between both systems. The only data that will no longer be syncing is the HubSpot Intelligence object.

We’re changing the name of the HubSpot Owner property to reflect the type of record the user actually owns. For example, HubSpot Owner on your HubSpot contacts will become “Contact Owner,” “HubSpot Owner” on companies will become “Company Owner,” and so on.

What is it?
HubSpot’s native forms tool is now available in HubSpot CRM Free.

What is it?

The ability to set or copy additional deal properties when creating a deal through Workflows.

How many email addresses do you have? If you’re like us, chances are you have more than one. A work email. A personal email. An email address from each of the companies you contract for, or for each of your clients. An email alias (e.g. kristin@acme.com, in addition to ksmith@acme.com). If you have multiple email addresses, it shouldn’t come as a surprise that your customers do too.

With today’s update, you can store additional email addresses in the Email property on your HubSpot contacts.

You've likely heard the expression before that "practice makes perfect", or even read Malcom Gladwell's theory on "10,000 hours" that practice is an important component of learning, and ultimately mastery.

Sales is all about efficiency. The more time you spend switching between systems, the less time you have to build helpful relationships with your prospects and customers.

Previously in HubSpot, email replies were logged in your CRM. But if you wanted to actually respond to those replies --- let’s face it, how many email chains are only two emails long? --- you were forced to leave your CRM, open up your inbox, track down that email, open it, type your reply, log your reply from there, and then return to your CRM to continue your day. Too many steps.

With today’s change, you can reply to those emails without leaving your CRM --- right from the comfort of your contact, company, and deal timelines.

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.

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.

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.

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.

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.

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.

What is it:
This enhancement to the the Timeline API allows integrators to extend their software into HubSpot via a modal window. When included, the integration will create a new event in HubSpot Marketing or CRM with a link, that when clicked will open a modal window (IFrame) into the partner’s software.

Get started with the New Timeline Documentation

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.

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.

What’s this integration partner do?
PieSync is software that syncs contacts between cloud apps. Once integrations are hooked up the tool works in the background to sync contacts in real time. This gives users consistency of data across tools.

Connect PieSync to HubSpot here. 

Integrations include HubSpot (CRM/Marketing), Mailchimp, Google Contacts, Salesforce Desk, Zendesk, Marketo, Campaign Monitor, and many more. See All.

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.

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.

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?

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:
We’ve updated the in-app integration listings page in HubSpot. This change brings our new visual redesign, an enhanced UI, and a simple way for you to see what you have integrated (what apps have access to your data) and make changes as desired. You can find the in-app integration page in the right hand drop down next to Hub ID in your portal.  

Click here to view your integrations. 

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.

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.