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November brought an impressive range of HubSpot updates designed to streamline marketing, sales, service, and CRM operations.
Here’s a deep dive into these enhancements to help you make the most of HubSpot’s capabilities:
Marketing Hub Updates
1. Quickly Exclude Records from Active Lists
HubSpot now allows users to easily exclude specific records or lists from active lists, optimizing email campaign management and personalized content delivery.
Use Case: Refining active lists becomes hassle-free. Rather than manually filtering or adding criteria, marketers can quickly exclude irrelevant records, ensuring more precise targeting and an organized workflow.
2. Convert Active to Static Lists
This update enables users to schedule automatic conversions of active lists to static lists when campaign needs have been met.
Use Case: After meeting campaign requirements, converting active lists to static ones maintains focus and keeps list management organized by retaining only relevant contacts for future use.
3. Associate Campaigns with Forms in the New Forms Tool
Forms can now be directly associated with campaigns, providing greater insight into how specific marketing initiatives impact form submissions.
Use Case: Tracking form submissions by campaign helps marketers understand the performance of individual initiatives and make data-driven adjustments to maximize results.
4. Custom Maximum Score for Lead Scoring
Previously capped at 100 points, lead scoring now offers custom max score settings up to 500, giving businesses greater flexibility.
Use Case: Align scoring models to specific qualification thresholds that reflect business needs, allowing for more customized lead prioritization.
5. Estimated Email Size in the Marketing Email Editor
The new Size Optimization feature offers a real-time view of email size, helping marketers stay below critical thresholds for optimal deliverability.
Use Case: By monitoring email size within the editor, users can prevent clipping issues and enhance deliverability, ensuring the full message reaches recipients.
6. Filter Presets on Dashboards
Users can now save filter presets on dashboards, making it easy to apply recurring filters.
Use Case: With preset filters, different teams can quickly access relevant data without setting new parameters each time, improving the dashboard experience for analysis.
Sales Hub Updates
7. Create Payment Links & Subscriptions from Line Items in Deals
Sales teams can now create Payment Links and Subscriptions directly from line items in deals, optimizing the sales workflow.
Use Case: Streamlining payment and subscription creation within deals shortens the sales cycle, making the process faster and more convenient for both teams and customers.
Service Hub Updates
8. Skill-Based Ticket Routing for Live Chat
Skill-based ticket routing now allows admins to route live chat inquiries based on ticket properties to the best-suited agents
Use Case: By matching inquiries with skilled agents, customer issues are resolved faster, enhancing support quality and consistency.
9. Receive Inbound Calls via Calling Apps in HubSpot
An enhanced Calling SDK now lets partners integrate incoming call features, centralizing call management within HubSpot.
Use Case: Handle inbound calls within HubSpot’s interface, reducing the need to switch between tools and improving productivity.
10. Conditional SLA Rules
Service Hub now supports conditional SLAs, letting users set specific response times based on ticket properties.
Use Case: This is ideal for prioritizing urgent tickets, ensuring timely responses for high-value clients and enhancing service standards.
11. Ticket Splitting in Help Desk
Ticket splitting helps organize inquiries, allowing support teams to create separate tickets for new questions from previously closed cases.
Use Case: Organize multiple issues within support interactions by creating distinct tickets, enhancing customer experience and team efficiency.
Sales + Service Hub Updates
12. Contact Search for Outbound Dialer
The updated dialer now includes a search function, enabling users to find contacts by name, email, phone, or company instantly.
Use Case: Simplify outreach by finding contacts quickly, making it easier for sales and service reps to connect and engage with clients or leads without scrolling through long lists.
13. Updated Outbound Calling Experience in Conversations Inbox
This improvement enables users to place outbound calls from Inbox threads directly, facilitating real-time follow-ups.
Use Case: Quickly connect with clients by dialing out from existing conversations, creating a smoother experience and ensuring no opportunities are missed.
Developer Platform Updates
14. Associations and Dissociations of Lists via Marketing Events API
New API endpoints allow developers to manage contact associations with marketing events seamlessly.
Use Case: Developers can efficiently manage participant segmentation for events, making it easier to run targeted campaigns and boost engagement.
15. Restore From Data Backup
The Restore from Data Backup feature lets users recover property values from previous backups without re-importing files.
Use Case: Easily recover data, reducing the time and risk associated with manual restoration after a data loss incident.
16. Conditional Formatting in Table Visualizations
Conditional formatting in custom reports helps highlight key metrics, making it easier to identify trends and patterns.
Use Case: Color-coded data allows users to spot critical insights quickly, improving decision-making and reporting efficiency.
17. Default “From” Address for CRM Email
Users can now set a preferred “From” address as the default for CRM emails, reducing manual switching.
Use Case: This update saves time and minimizes errors, allowing users to focus on email content rather than constantly adjusting settings.
18. Enhanced Support for Date/time Properties in Workflows, Sequences, and Snippets
Date/time properties now support both date and time, enhancing personalization in automations.
Use Case: Provide recipients with precise appointment details and meeting information, improving communication clarity and engagement.
Final Thoughts on HubSpot’s November 2024 Updates
From refined list management in Marketing Hub to enhanced ticket handling in Service Hub and customizations in CRM, HubSpot’s November updates empower teams to operate more efficiently and strategically. These improvements offer enhanced organization, faster workflows, and more personalized customer interactions. Incorporate these features into your daily operations to unlock new levels of productivity and deliver outstanding customer experiences across your marketing, sales, and service teams.
This month’s HubSpot updates offer tactical advantages for professionals seeking to optimize their business operations. Try out these new features and see how they can transform your team’s workflow, saving time and enhancing outcomes for your business.
