Geckoboard’s Post

HubSpot Product Updates [March 2024] 🧡 Click below to watch our top 12 HubSpot Product Updates for February/March 2024! Here's our top picks: → Google Enhanced Conversions. Google enhanced conversions is an ad conversion events feature that can improve the accuracy of your conversion measurement and unlock more powerful bidding. It supplements your existing conversion tags by sending hashed first-party conversion data from your website to Google in a privacy-safe way. → AI forecasting. HubSpot's new AI-powered forecast uses in-month sales data to project future sales, getting your team closer to a spot-on forecast. → Prospecting lead owner. Improvements to lead record ownership now allow users to use lead owner as a discrete property value separate from the associated contact and company owner. → ChatSpot. ChatSpot is now accessible in HubSpot in the CRM index page for standard objects and the CRM record page for standard objects. → Marketing calendar. New UI design improvements to make it easier to see at a glance what is scheduled and published on any day or week. → Deal stage calculated properties. With access to new deal stage properties, you can easily identify bottlenecks in your sales process. For example, you can assess a deal pipeline's velocity by looking at the average "latest time" and "cumulative time" of each deal stage. plus lots more! https://lnkd.in/gihY34qu #hubspot

It’s HubSpot product update time and we’ve got three of our favourite updates for the month ready to go. Check it out: https://hubs.ly/Q02ljj4C0 #SpitfireInbound #HubSpotProductUpdates

HubSpot’s product update - April edition (highlighted features) 1. Deal stage calculated properties To track a deal's progression through a #sales #pipeline, HubSpot now offers four new deal properties for Professional and Enterprise customers: 1. Date entered (stage id) 2. Date exited (stage id) 3. Latest time in (stage id) 4. Cumulative time in (stage id) Access to these properties makes it easy for you to identify bottlenecks in your sales process. You can measure a deal pipeline's velocity by looking at its average "latest time" and "cumulative time" for each stage. 2. Import Now Shows Potentially Impacted Workflows and Lists List and #workflow property usage can now be viewed directly within HubSpot's import tool. By doing this, you can catch whether your #import will unintentionally enroll records into a list/workflow that could lead to downstream data quality issues. This means that HubSpot no longer requires you to cross-reference several different tools to figure out if your import will affect a list or a workflow. 3. Enhancements: Control editing access for specific deal stages It is now possible for super admins to grant editing access to #deals in a "locked" stage to specific users and teams. The only people who could edit deals in a deal stage that restricted editing access previously were super admins. Now that HubSpot has expanded permissions, a super admin can grant editing #permissions to other users and teams. Your sales pipeline guardrails can now be set more granularly and flexible with this enhancement. In this way, you can grant certain users and teams editing access while keeping deals in a specific stage read-only for everyone else. #hubspotpartners #dealstage #smartlists #productupdates #crmsoftware

User management in HubSpot just got a big upgrade with the introduction of the User Object. What do you think will be the use cases here? Two ones that I really hope will be possible (it's not at this point as far as I can see?) are: 1. You assign a user to a specific team and then... ▸ The correct paid seat and permission set will be assigned (not currently possible) ▸ It'll trigger a workflow to send a welcome email with useful links and details on how to get started (this is currently possible) ▸ Reminders to reps that haven't integrated their email and calendar within a given time frame (this is currently possible) 2. Reports with "open loops" ▸ All important records (such as open deals and hand raisers) that are currently assigned to deactivated users. Did a quick crash-course video based on the current functionality and some use cases, some of the limitations, and a few more details on what I hope will be the long-term functionality.

Your monthly anticipated HubSpot product update has finally arrived! We are always amazed at HubSpot's pace when it comes to fixing, upgrading, and improving their already amazing #products. We have a lot to unpack in this month's release. There are a number of cool new features in the Marketing Hub this time, such as the ability to add #sequences to campaigns. You can analyze both sales and marketing data together with this tool, allowing your team to make real-time adjustments to #strategies. Additionally, HubSpot's Service Hub has seen a lot of work - for example, ticket splitting in Help Desk. Check out HubSpot's November product updates below! 👇🏻 https://lnkd.in/dvnWSywu #hubspotpartners #productupdate #marketingoperations #crmsoftware

The Hubspot integration is live and ready to show you whether your sales team is really talking about what they say they do. Curious to see the truth? Try it out today, if you dare. 😁 And by the way, 1 agent is free on UpdateMate.ai—no credit card needed 💸 DM me or comment below if you need inspiration for the prompt to get the best insights through an AI agent.

We just launched an update to our HubSpot integration 🎉 You can now select both the deal activities you want to analyse and their timeframe. This makes it super quick to make reports like: "What did we actually talk to our customers about last week" 😉 Check it out: https://lnkd.in/dbUU-eKn

Blink, and you might have missed some exciting news from us... We have a new product release notes page! Now you can easily access our monthly newsletter (wave if you're a fan 👋) from Head of Product Marketing Jeff Hardison that has a detailed roundup of our new releases each month. Check it out in the comments and take a peek at the highlights below. 👇 ➡️ Instantly schedule HubSpot contacts with assigned owners: With our Routing solution, you can now “look up” data in your HubSpot CRM to instantly match and schedule customers based on the assigned account owner! These lead routing enhancements with HubSpot are an (account) match made in heaven. Here’s what customer Olina Karagianni, RevOps Manager at Toggl, had to say about it: “It took me only seven minutes to set up Calendly’s HubSpot LookUp. Seven minutes that saved us hours of manual reassignments and fixing reports. For us, it’s not just about conversions; it’s also about saving valuable time for our team while providing excellent customer experience.” ➡️ We have TWO exciting new integrations with partners you know and love: Loom and Grammarly! With Loom’s new Calendly integration, your viewers can set up a meeting with you while — or right after — watching your Loom video of you presenting. As part of Grammarly's “app actions,” our integration allows you to stay focused and reduce context switching by using AI writing assistance to pull up and share your Calendly availability wherever you’re writing. We have a lot of other announcements coming up in the very near future – stay tuned! Read our full release notes (there’s bonus news 😉) below. ⬇️

Wouldn't it be cool if your sales team could know which parts of your messaging and what content a prospect has already seen before they start talking to them? That's exactly what's happening today with teams who have the HubSpot + Lucky Orange integration on their side. And because of recent enhancements, you can now access the entire Lucky Orange toolkit directly inside HubSpot—alongside your normal process with the timeline. https://lnkd.in/gGzdvsrw

Oneflow launched its two-data sharing with HubSpot in August 2023.  And in just seven months, Johan Jansson, Partner Manager at Oneflow, and his team were able to achieve the following: 🤝 A remarkable 190% surge in HubSpot-related opportunities, paving the way for potential co-selling and co-servicing endeavors. Here are the four phases Oneflow followed to leverage Reveal to access, nurture, and deliver value to HubSpot’s ecosystem: 1️⃣ Pre-work: Johan briefed management on the opportunity, creating a pitch deck detailing revenue potential, key stakeholders, alignment with company goals, and initial strategy. 2️⃣ Integrating: He collaborated with RevOps to integrate Reveal data into their systems and processes, ensuring it seamlessly linked to Oneflow’s CRM and was actionable for Sales reps. 3️⃣ Enhancing: He installed Reveal’s widget in his CRM and created dashboards to monitor metrics such as HubSpot-related opportunities, active installs, and revenue sourced from partners. 4️⃣ Maximizing: He ensures visibility of impact, selling both the company-wide and individual team member benefits. He tracks numbers, actively listens in meetings, and seizes opportunities to loudly celebrate wins. ”By leveraging the power of Reveal, Oneflow has significantly enhanced its customer acquisition strategy, reaching ideal HubSpot customers more effectively and efficiently.” —Aron Gosselin Learn how Oneflow enabled two-way data sharing and made the most out of it by leveraging Reveal to drive a 190% increase in created opportunities, read the full story 👉 https://lnkd.in/g4VJm_SH