HubSpot's logo." style="margin-bottom: 15px" />HubSpot’s October 2024 updates cover everything from flexible email editing to new mobile app capabilities, as well as big upgrades for merchants.
October 2024 also brought upgrades for anyone using Microsoft Teams and made managing support tickets a whole lot easier. These updates will give you deeper insights into your processes and more flexibility in your marketing efforts.
Let’s recap the biggest HubSpot updates for October 2024.
Updates HubSpot managers will love
- Streamline Microsoft Teams webinar registrations with HubSpot workflows.
- summary-widget">Get instant pipeline insights with the mobile lead summary widget.
- Simplify future charges with stored payment methods in Commerce Hub.
- Automate invoice payment reminders for timely collections.
- Boost email engagement with URL personalization token support.
- Seamlessly connect HubSpot tickets to Microsoft Teams.
- Step up live call productivity with AI-powered Copilot assistance.
Updates HubSpot administrators will love
- Enhanced workflow control with association labels.
- Optimize support with ticket splitting in help desk.
- Updated CRM object merge behavior to be aware of.
- Deliver in-app customer support with mobile chat SDK.
- Highlight key data instantly with conditional formatting in reports.
- Quickly exclude records from active lists.
- Flexible editing with drag-and-drop areas in custom email templates.
Dig deeper: Top 15 HubSpot updates for September 2024 include an AI overhaul, big productivity gains
Updates managers shouldn’t miss
Streamline Microsoft Teams webinar registrations with HubSpot workflows
What’s new: You can now use contact-based workflows in HubSpot to register contacts for Microsoft Teams webinars, enabling dynamic enrollment based on HubSpot form inputs or other criteria.
How it helps you
This update consolidates your webinar registration process within HubSpot, allowing you to use HubSpot landing pages and forms to manage sign-ups for Microsoft Teams webinars. Managers can now seamlessly segment and automate contact enrollment without switching between tools, streamlining marketing activities and enhancing workflow efficiency.
Status: Live
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional and Enterprise
Get instant pipeline insights with the mobile lead summary widget
What’s new: The HubSpot mobile app now features a Lead Pipeline Widget on the iOS homepage, allowing sales reps to view their lead pipeline summary, track changes, and access detailed lead stages.
How it helps you
This update improves the mobile prospecting experience by giving sales reps a quick overview of their pipeline and highlighting the number of leads at each stage. Reps can easily identify where to focus their efforts, such as generating new leads or prioritizing certain stages to improve lead qualification. This efficient, on-the-go access streamlines their day-to-day lead management flows and boosts productivity.
Status: Public Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Pro and Enterprise
Simplify future charges with stored payment methods in Commerce Hub
What’s new: Commerce Hub merchants can now require customer consent to save payment methods at checkout for future charges on invoices, supporting credit card and ACH payment methods.
How it helps you
This feature simplifies the revenue collection process, allowing merchants to charge customers without requiring them to complete an additional online checkout. By reducing friction and ensuring seamless future transactions, businesses can enhance customer convenience, improve conversion rates, and drive revenue growth. The integration leverages Stripe’s API for secure payment data encryption and tokenization, maintaining high security standards.
Status: Private Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All Tiers
Automate invoice payment reminders for timely collections
What’s new: Another great update for invoice collections, HubSpot now allows you to set up automated email reminders for customers with open invoices. These reminders can be scheduled for delivery before, on, or after the due date.
How it helps you
This feature simplifies invoice management by automating follow-up reminders, reducing the need for manual tracking and outreach. Merchants can ensure timely payments and minimize outstanding balances with minimal effort. This automation improves cash flow management and streamlines the collection process, allowing managers to focus on other strategic tasks without worrying about overdue invoices.
Status: Private Beta
Applicable HubSpot Hubs: Commerce Hub
Applicable HubSpot Tiers: All Tiers
Boost email engagement with URL personalization token support
What’s new: HubSpot’s new URL Personalization Token Support allows users to insert personalization tokens as links in buttons and images within Marketing Emails, enhancing relevance and boosting conversion rates.
How it helps you
This update streamlines the process of adding personalized URLs stored in contact properties, such as tailored offer links or personalized landing pages. Or, combine static URLs with personalized URL parameters to pre-fill forms for your recipients. Both use cases help your emails resonate more with recipients and makes campaigns more engaging and effective.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Seamlessly connect HubSpot tickets to Microsoft Teams
What’s new: HubSpot’s help desk tool now integrates directly with Microsoft Teams, enabling you to send tickets to connected channels, sync replies, and perform ticket actions within Teams.
How it helps you
This update is perfect for support teams needing real-time collaboration to resolve tickets efficiently. With this integration, teams can send notifications about new tickets to designated Teams channels, sync comments between platforms, and update ticket properties from within Microsoft Teams. This seamless connectivity enhances collaboration across departments, ensuring faster, more effective ticket resolution and improved customer service.
Status: Public Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional, Enterprise
Step up live call productivity with AI-powered Breeze Copilot assistance
What’s new: This early private beta feature now allows reps to use Breeze Copilot during live calls. With one click, they can engage with AI to get real-time answers and assistance.
How it helps you
While still in its infancy, this powerful update brings AI directly into live conversations, transforming the calling workflow. Reps can quickly draft notes, create follow-up emails, or check for open tickets/deals—all while on the call. This early-stage feature signals the future of AI-enhanced workflows integrated with your CRM, setting the stage to easily call up CRM info to get valuable information and context during live calls.
Status: Private Beta
Applicable HubSpot Hubs: Sales Hub, Service Hub
Applicable HubSpot Tiers: Professional, Enterprise
Updates HubSpot admins shouldn’t miss
Enhanced workflow control with association labels
What’s new: HubSpot now allows the use of association labels in the “Create record” and “Create task” workflow actions, enabling admins to apply labels and refine record associations.
How it helps you
This update empowers HubSpot admins to be more selective with record associations when creating new records or tasks via workflows. For example, when creating a deal, admins can now associate it with specific contacts or companies based on existing labels. Similarly, when creating tasks, admins can link them to records associated with the enrolled contact using defined labels. This feature enhances workflow precision and data organization.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Optimize support with ticket splitting in Help Desk
What’s new: Ticket splitting is now available in public beta, allowing support reps to divide reopened or complex tickets into separate issues for better management and clarity.
How it helps you
This update is invaluable for handling multifaceted support tickets, especially when end users reopen closed tickets with new, unrelated questions. Ticket splitting enables reps to organize and manage these inquiries separately, preventing confusion and improving reporting accuracy. By maintaining clear ticket structures, teams can ensure efficient operations, precise issue tracking, and enhanced customer support experiences.
Status: Public Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional, Enterprise
Updated CRM object merge behavior to be aware of
What’s new: HubSpot is updating how merges are processed across CRM object types to ensure consistency. Key changes include new record ID generation for merged records and prioritization of property values and associations from the primary record.
How it helps you
This standardization simplifies CRM object management and supports future enhancements for merge options. Users will see clearer and more predictable results when merging records, as new merged records will receive unique IDs while keeping the original IDs linked for API requests. Additionally, the primary record’s property values and associations will be prioritized, enhancing data consistency.
Status: Private Beta (full rollout in January 2025)
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Deliver in-app customer support with mobile chat SDK
What’s new: The Mobile Chat SDK lets you integrate HubSpot chat into any iOS or Android app with minimal coding, offering native, contextual in-app support.
How it helps you
This update empowers admins and developers to bring HubSpot’s live chat and bots directly into mobile apps, providing seamless, in-app customer support. Use cases include creating a self-service experience by incorporating customer agents, knowledge base articles, and bots, as well as customizing chatflows with familiar HubSpot tools. The SDK helps capture essential customer data, allowing issues to be resolved quickly and efficiently.
Note: For hybrid frameworks like React Native or Flutter, custom hooks are needed for integration.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Highlight key data instantly with conditional formatting in reports
What’s new: Users can now apply conditional formatting to table cells within custom or single object reports to highlight data patterns, trends, and key insights at a glance.
How it helps you
This feature allows users to create impactful table reports that emphasize important data, enabling faster analysis and actionable insights. By visualizing data with customized formatting based on numerical, currency, percentage, or time-based conditions, reports become clearer and more effective for decision-making. Admins can easily design reports that provide immediate clarity and focus on crucial metrics.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise
Quickly exclude records from active lists
What’s new: HubSpot now enables users to exclude specific records or lists of records directly from an active list without complex workarounds or manual filters.
How it helps you
This update simplifies managing active lists by allowing quick exclusions of contacts or lists. Whether it’s removing internal or test contacts, adding exclusion lists for email campaigns, or excluding specific contacts that meet criteria but shouldn’t be included, this feature saves time and ensures more precise list management. Administrators can easily manage exclusions within the settings tab for more efficient list control.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Flexible editing with drag-and-drop areas in custom email templates
What’s new: Drag-and-drop areas are now available in custom coded email templates within the Marketing Email Editor, enabling brands to maintain consistency where necessary while allowing content creators to easily modify the rest of emails’ layout without developer assistance.
How it helps you
This update allows marketers to use custom coded templates while having the flexibility to adjust content with drag-and-drop modules. This means content creators can make small tweaks without relying on developers, improving agility in crafting emails. For admins, this feature provides control over consistent sections while allowing editable flexibility in other parts, striking a balance between customization and brand consistency.
Status: Live
Applicable HubSpot Hubs: Marketing Hub, Content Hub
Applicable HubSpot Tiers: Pro, Enterprise
All in all, HubSpot’s October 2024 updates are providing more seamless integrations, improved automations and better tools for sales and support teams. With features like flexible email design and streamlined payment processes, these changes empower managers and admins to boost productivity and engage more effectively with customers.
The post The 14 HubSpot updates from October 2024 you don’t want to miss appeared first on MarTech.
