Product Updates > Sales All Updates

HubSpot Introduces Live Chat Built For Sales Teams

Today, we unveiled messages, a new feature of HubSpot Sales Pro that lets you chat with site visitors in real time.

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HubSpot Launches CRM Extensions API: With Partner PandaDoc

We're excited to introduce a new API, specific to our CRM, called CRM Extensions. This API lets developers build integrations that bring their data and functionality inside the HubSpot CRM. The API is now live, and two HubSpot Connect integration partners, PandaDoc and Seventh Sense, have already built CRM integrations on the new API.

CRM Extensions - Technical Documentation

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[New Video] Your Need-to-Know Product Updates from April

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.


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Reinvigorated Tasks in HubSpot CRM

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.

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An Easier Way to Update Sales Quotas in HubSpot CRM

 

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[New Video] Your Monthly HubSpot Product Fix

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?

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New and Improved Engagement Reporting for HubSpot Sales

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?

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[New Video] This Month's Most Exciting Product Updates in Under 6 Minutes

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!

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[Now Live] A Refreshed Design for HubSpot CRM

[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.

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Introducing HubSpot's New Mobile App for iOS

We've taken the best parts of our existing CRM, Sales, and Marketing apps, and combined them into a single HubSpot mobile experience. The new HubSpot Mobile app gives you a view into the full lifecycle of your contacts, from top funnel marketing efforts to in-progress deals and sales tasks.

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Merge Companies in HubSpot CRM

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.

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Make Meetings Work For You: New Options for Branding and Embedding Meetings

Meetings already helps you save time, and the latest update adds even more efficiency to your day by making Meetings do the work for you.

Now, it’s easy to embed Meetings on your site. With embedded Meetings, you can flatten your funnel and make your sales cycle even shorter.Think of the embedded Meetings widget as a new kind of form—but instead of simply capturing a lead, you’re able to get the commitment of a meeting on the books.

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Introducing the HubSpot - join.me Integration

For sales reps, meetings and demos are the name of the game. The more efficiently you can set up and execute those pivotal conversations with your prospects, the better.

With that in mind, today, we're excited to announce an easy-to-use integration between HubSpot CRM and join.me that enables sales teams to quickly create and launch calls, video conferences, and screenshares from within contact, company, and deal timelines in HubSpot. Instant meetings via join.me in HubSpot means fewer clicks for you and no downloads for your prospects, so you can do more demos in a day. And more demos equals more deals. Win-win.

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Reorder and Minimize Cards on Contact, Company, and Deal Records

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.

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New Developer tools (Timeline & Webhooks APIs) Now Live

We're very excited to introduce two new tools that developers can use to build and improve their integrations with HubSpot. Why build on HubSpot? 

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New HubSpot Account & Billing screens

We’ve built a new Account & Billing experience from the ground up to give you easier access to new and useful details on the state of your HubSpot account.

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GrowthBot, your soon-to-be BFFL, is now available on Slack!

How was organic traffic last week? What keywords is your competition ranking for? What software does your competition use? What is Hotjar?

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"Company Insights" Tab in Prospects to be Removed on 9/1

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. 

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Improved Integration: Your Inbox and HubSpot CRM Are Better Together

We’ve made significant improvements to the way Gmail and Office 365 integrate with HubSpot. This new, two-way integration means that any email you send through the CRM will appear in the sent folder of your inbox. Any replies to that email will also be logged in the CRM:

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Meet GrowthBot from HubSpot Labs!

When you’re growing a business, your day is filled with countless to-dos, questions, and data-pulls. These needs arise all the time and not always at the most convenient times. GrowthBot makes you just a little bit faster at doing just about anything.  

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Four Updates to Contact, Company, and Deal Records

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.

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Booking Meetings Just Got Easier...

Team Meetings, the newest addition to HubSpot Sales, makes it even easier for teams to collaborate and connect with contacts. Team Meetings brings two new meeting link types to Meetings: Group Meetings links, and Round Robin Meetings links.

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Introducing: Out of Office Reply Detection for Sequences

A reply to an email that is sent as part of a Sequence will automatically unenroll that contact from the Sequence. But an automated, out-of-office reply isn’t really a sign of engagement the way that an actual reply is. Now, Sequences detects out-of-office replies, ignored them, and keeps those contacts enrolled in the Sequence.

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A New Way to Drill into your HubSpot Dashboard Data

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.

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Save Email Templates Directly from Gmail

Creating content is hard work. When it comes to drafting new email templates, we often forget that our inbox is ripe with inspiration. The latest update to HubSpot Sales helps you tap into that inspiration by giving you the ability to save any email as a reusable, reportable Template directly from your Gmail inbox.

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New Insights into HubSpot CRM Exports

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. 

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A New Way to Build HubSpot CRM into Your Google Apps Routine

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.

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New HubSpot Sales Tools Now Available in Outlook

HubSpot Sales tools are designed to make your job easier. That’s why we’re excited to introduce added flexibility and functionality to HubSpot Sales Tools for Outlook.

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Automate Lead Rotation and Task and Deal Creation in HubSpot CRM

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. 

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An Easier, Friendlier Sequences Editor

The Sequences editor has been redesigned to make editing sequences faster and easier. A new sidebar makes it easy to drag & drop new templates & tasks into place, and find templates easily with search.

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Advanced User Permissions for HubSpot CRM

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.

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Announcing HubSpot CRM for iOS

Your work doesn’t end when you step away from your desk. You and your team are updating notes while out on the road, searching for phone numbers on your way into the office, and checking in on key deals throughout the day.

Now, HubSpot CRM for iOS lets you take your inbound sales process with you, everywhere you go. Researching contacts, updating deals, and connecting with customers is easy and intuitive, regardless of where you are.

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A New Way to Access HubSpot Sales from Gmail

One of the things that HubSpot Sales users tell us they like most is how easy it is to access templates, sequences, and documents right from their inboxes. Now, we've made it even better with the new HubSpot Sales Gmail window.

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[Heads Up] - Navigation Changes in HubSpot CRM & HubSpot Sales

As a part of the announcement of HubSpot Sales, we are making a few small changes to the navigation our users will see when accessing HubSpot CRM or HubSpot Sales. Now, you'll see one of two different sets of tools when you login, depending on the tools you use -

Use HubSpot Sales but not HubSpot CRM? Here's what you'll see - Read More >>

Sidekick is now HubSpot Sales!

Three years ago, HubSpot started an experiment that we called Sidekick. It's grown in a big way, and we've decided to bring Sidekick home to the HubSpot brand. As of today, Sidekick will be known as HubSpot SalesYou can read more of the back story behind the change here on HubSpot's Company News Blog.

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An Easy Way to Share Your Availability In Email Templates & Marketing Emails

Meetings, a feature of HubSpot Sales, makes it easier than ever to share your availability and let your prospects book you without the back-and-forth. And now, Meetings Personalization Tokens mean you can easily include your meetings link in a sales email template or sequence, even in a marketing email in HubSpot Marketing!

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Booking Meetings on your Office 365 Calendar Just Got Easier

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business makes connecting with prospects (and generating new leads) fast and easy. And now, Meetings is available for Office 365 calendar too! If you are a Sidekick for Business user, you can log in and connect your calendar now.

Meetings gives you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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Schedule a sequence to begin on a specific day & time

Sequences allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect.

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Ask Custom Questions When Your Prospects Book a Meeting

Meetings, a feature of HubSpot Sales, takes the hassle out of keeping your calendar full of appointments by letting prospects book you without the usual email back and forth. And now, it's possible to ask any kind of custom questions on your booking screen.

 

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Create Multiple Deal Pipelines in HubSpot CRM

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.

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Better Together - Sequences & Meetings

Throughout your sales process, it's important for every message you send to your prospect to be in context. For example, if you have a prospect enrolled in a sequence and then book a meeting with them, chances are you may want to adjust the message in any further emails you send to them.

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Schedule Meetings, Right Inside Gmail

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a feature of Sidekick for Business, helps make connecting with your prospects fast and easy. And now, it's faster than ever.

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Enroll Contacts Without Email Addresses in Workflows

As marketers, we rely on email addresses to communicate with our database. On the sales side, that's not always the case. For many sales teams, having an email address isn't a make-or-break situation - they frequently work leads by phone, or track prospects who they haven't yet built up a complete record for.

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See an Email Digest of Contacts Completing Your Sequences

sequence-digest.pngUse Sequences? You'll now receive a weekly Sequences email digest that details the contacts who finished a sequence over the course of the past week.
 
When a contact is enrolled in a sequence, it's possible for weeks or months to go by where a specific contact might not be front of mind. The Sequences email digest is an easy way to stay up to date on which of your contacts require follow up or a next step to be taken. 
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Place Calls Right Inside Gmail or Outlook with Sidekick for Business

Imagine that you've just received a response from an important prospect, and you want to give them a call. Instead of having to switch over to your CRM, search for their record, then dial your phone, it's now one click from the Sidekick sidebar in your inbox.

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Send Later - Use timing to your advantage with Sidekick & Gmail

With email, timing is often the difference between a quick response vs. being lost in the pile. With Send Later from Sidekick, you can write emails when it’s convenient for you, and schedule them to send at exactly the right moment.

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A New Way to See the Status of Your Sequences

Sequences is designed to help sales folks automate future follow ups when the details of a discussion are fresh in their mind rather than setting a task that they later need to follow up on.
Now, the Sequences Enrollment Status Screen gives users of Sequences a birds' eye view of where each of their contacts are in a sequence and easy ways to edit their status.
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Sidekick Now Available On Your Windows Desktop

Love Sidekick, but not a Google Chrome user? The new Sidekick for Windows app makes it possible to get Sidekick notifications and view your Sidekick stream right inside Windows - no need to also run Google Chrome.

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Sidekick Now Supports Outlook for Windows 2016

Use Outlook 2016 for Windows? You'll be excited to know that we've expanded our support to cover the latest and greatest that Outlook has to offer.

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An Easier Way to Schedule Meetings

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business that works with Google Calendar, helps make connecting with prospects (and generating new leads) fast and easy.

Meetings integrates with HubSpot CRM & Google Calendar to give you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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