Every month we review all the newest functionality updates that HubSpot has released to ensure we are completely up to date and can share all the most important and exciting news with you as soon as it is available.
In March, many new features and updates have been added to the HubSpot platform that we can’t wait to share with you! Discover some of the most notable HubSpot product updates March 2023 to aid your marketing efforts.
Sales reps will now be able to create coloured deal tags which make it easier for your sales team to visually scan the board view. This helps when knowing which deals to prioritise.
Super admins are also able to create up to ten deal tags which are each based on a set of conditions. These deal tags will also appear on board cards when the conditions are met.
This update is live now and is available to Pro and Enterprise HubSpot users.
Admins will be able to customise their 'Create record' form in the Object Settings by adding properties to the form. These properties will then be visible or required in all cases.
When a user clicks "Add Pipeline Logic", they can now select one of their deal or ticket pipelines. They will then be able to select properties that will surface conditionally on the form for that specific pipeline.
This new update is live right now and is available to Pro and Enterprise HubSpot users.
The rating questions are now the type "number". This means that the responses to these "Rating" questions are stored as numbers which enable more options when reporting, such as calculating averages for the question responses across multiple surveys or one survey over time.
This update is live now and is available to Pro and Enterprise users of HubSpot.
Products could not previously be restored in-app. This new feature brings the Recycle Bin into the Products Library to allow users to quickly undo incorrect Product deletions.
Expanding the Actions button in the top right corner and clicking 'Restore records' will open the Recycle Bin where you can then find your deleted Products.
Super admins are now able to configure email login and tracking defaults for users of Chrome and Office 365 extensions.
This latest update is in public beta and is available to Enterprise and Pro HubSpot users.
Two playbook templates are now available by default in new HubSpot portals.
Previously, users were only able to start using playbooks after someone had created one.
Customers that didn't understand the value of playbooks or knew how to use them were unlikely to discover them. Therefore, HubSpot now present these templates right out of the gate to help users.
This new feature is live now and is available to Pro and Enterprise HubSpot users.
HubSpot users will now have the ability to resolve comments that have been posted in the collaboration sidebar.
Colleagues typically comment to suggest changes to a current asset that's being worked on. Before this update, actioned comments stayed in the collaboration section, whereas now there will be a clear way to show that the work is complete.
This is currently in public beta and is available to Pro and Enterprise HubSpot users.
Users now have details on the asset type and asset name where a comment was created. The contents of the comment are displayed directly in the notification email, as well as any previous comment on the same thread. This includes details of the authors and timestamps of previous comments.
This update is in public beta and is available to Starter, Pro and Enterprise HubSpot users.
The marketing campaigns tool will now support:
Pro and enterprise customers can now export all of the critical data sitting in sync health:
This update is live now.
Customers are now able to easily pull a random sample from a list. This is live now!
The following improvements have been made and are live now:
Task users are now able to save a set of filters as 'saved view' in the tasks app, which makes it easier to customise your task view and keep you focused on the most relevant work to you and your teams. This is live now.
Super admins now have the ability to unassign a user's paid seat during the process of deactivating a user. This update is live right now.
Workflows with errors tab has been updated to At-risk workflows, providing users with information and tools to quickly prioritise these workflows using risk dates, types and the option to ignore them until they reoccur.
All workflow customers can see and use the At-risk tab. This new feature is live now.
A status indicator on the email post-send page will now show you whether your Bot Filtering setting is currently turned on or off.
If this is turned on, the email's primary open rate will exclude bot activity and therefore only show the estimated percentage of opens by humans.
This update is currently in public beta.
HubSpot is introducing session timeout for web browser sessions after an inactivity period of 24 hours.
This will improve security for customers and help prevent any unauthorised access.
A new centralised tool for super admins lets them view and filter for various actions that have taken place across their HubSpot account. This feature is live right now.
The Security Centre displays a list of users who don't have 2FA set up when you click "Resolve" on that criteria. Admins can then view the user's permission via a deep link and use their email address to reach out and help resolve this issue. This feature is live now.
These are just a handful of the many interesting updates featured in March 2023, and we’re looking forward to utilising these new updates with our clients! We consistently post monthly updates on the platform that HubSpot portal users can benefit from, which you can find in our knowledge hub section. Be sure to check back soon!
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