The new HubSpot updates from June 2024

New product updates from HubSpot

Now that June has just got underway, it is time again to discuss the latest HubSpot betas from the past month. Curious what these updates have to offer? I am happy to explain!

Updates in this blog:

• Embedded sequence automation
• AI assistant for building contact lists
• Email - New open and click rates by bots
• A unified page editor for records
• CRM card library
• Required association labels for manually creating records
• AI-assisted insights for reports
• DocuSign updates
• Generating reports with AI

Embedded sequence automation

HubSpot is adding a new 'Automate' tab to the Sequences tool, so HubSpot users can efficiently create and manage automated enrol and unenrol triggers directly from Sequences.

At the moment, HubSpot offers two forms of automatic enrolment:

1. Within an individual sequence on the 'Automation' tab.

2. Within the workflows tool (only available for Sales/Service Hub Enterprise).

Although the workflows action is popular, the 'Automation' tab is hard to find, which means these capabilities get overlooked. HubSpot understands the demand for automated enrolments, especially from Pro customers, and is addressing this challenge by making automated enrolments a core part of Sequences. This is the first step in a larger initiative to improve the embedding of automation capabilities in Sequences.

AI assistant for building contact lists

With the AI assistant in Lists, you describe the contacts you want to interact with and AI creates the right filter set for your list.

Examples of action prompts:

• Contacts who have opened an email in the past 30 days
• Contacts who have viewed our website page and submitted a form
• Contacts who have seen an advert and whose lifecycle stage is lead and there is a deal associated with a value of more than $500
• Contacts from Rotterdam who also work at a company in the accounting sector

Email - New open and click rates by bots

HubSpot is adding visibility into bot interaction. On the email send page, HubSpot now shows open and click rates, including and excluding recognisable bots. The percentages including bots may be comparable to what some customers see in other marketing software that uses no bot filtering at all.

How does it work?

When bot filtering is on, bot activity is excluded from the primary open and click ratio, and the percentage of opens/clicks estimated to be made by humans is shown. HubSpot believes these are more reliable metrics than the metrics you see from email providers that do not filter bots.

A general page editor for records

With the general record page editor, admins can easily adjust the record in one place, giving them a general view of what their teams get to see.

CRM card library

The card library is the new home for admins to manage all their cards that are displayed in various apps within HubSpot, such as the record, CRM preview sidebar and Helpdesk sidebar.

Required association labels for manually creating records

Admins can now require that an association label is generally mandatory (any label can be applied) or make a specific label mandatory (every contact must have an associated contact with the label "Manager"). This applies to users creating new contact, company, deal, ticket or custom object records via the manual record creation flow.

If a label is marked as mandatory by an admin, reps must fill in all required information and labels before they can save.

AI-assisted insights for reports

HubSpot has new AI-assisted insights for reports: quick, data-backed starting points for your reports, so you spend less time interpreting and more time driving value. So from now on, no more hours spent deciphering data, just AI-assisted insights.

DocuSign updates

You can now seamlessly import historical DocuSign envelopes into HubSpot, giving you a complete view of all documents linked to your customers. This way you have all the context you need directly in HubSpot. In addition, a new DocuSign envelope editor is available, allowing you to seamlessly create and send DocuSign envelopes without leaving HubSpot. With this new experience, you can modify documents within a template while creating envelopes, use attachments, delete documents and upload directly from your computer. You can also create envelopes from scratch without a template, adjust the sending order of envelopes and include contact, company and deal information from HubSpot in documents.

Generating reports with AI

You can now use HubSpot AI to create reports with just a simple prompt. With AI-assisted reports, you can easily get started creating the perfect report to answer critical business questions.

Would you like to know more about these betas or discover other possibilities with HubSpot? Then schedule a free call with Carel or get in touch with Sander!