Top 10 Favorite March 2024 HubSpot Updates
HubSpot is constantly evolving and improving, so we'll be here to keep you up-to-date with all the latest developments. Here are Pearagon's top 10 releases from March 2024.
Here are Pearagon's top 10 releases from March 2024. Here's the countdown to our number 1 release this spring of 2023!
🚀 OR, Jump down to see our #1
10. Import Offline Event Data to HubSpot Marketing Events
Now, you have the option to bring in all your marketing events data into HubSpot, including in-person events. You can select from various integrations for your online events and utilize the new import process for offline events.
Value & Use Case: This means that customers can now bring ALL of their Marketing events data into HubSpot, and use the power of HubSpot Marketing events to manage and automate their event activities.
9. Calling as a Channel in Help Desk
The Help Desk (public beta) now lets you receive calls. You can connect a HubSpot phone number to your Help Desk, and incoming calls will be directed to a group of reps. Up to 10 reps can get simultaneous calls, and a new ticket will be created for each call.
Value & Use Case: The Help Desk is an effective new tool that brings together features to help customer support agents solve problems quickly. This latest update improves its ability to handle multiple channels by adding calling functionality.
8. Cookie Consent Banner Customization
HubSpot has improved the cookie consent banner settings by introducing new customization options. You can now adjust the colors, placement, shape, and size of the banner to match your website's design and enhance user experience.
Value & Use Case: In response to user requests, HubSpot has broadened the customization options for the banner. This update meets the demand for greater flexibility in adjusting the banner to match your website's look and feel.
7. User Working Hours for Inbox & Help Desk
Value & Use Case: By utilizing user working hours, both users and admins can enhance customer outcomes and boost employee retention.
6. Campaigns Metric 'Influenced Contacts' Now Includes Ad Interactions
The 'influenced contacts' metric for Campaigns now encompasses contacts who engage with ad(s) within related Ad campaigns.
Value & Use Case: Previously, interactions with associated Ad campaigns were not included in the count of 'influenced contacts'. This inconsistency has been resolved, ensuring that 'influenced contacts' now encompasses all asset types available in the Campaigns app.
5. The 'Quick Dashboard Filters' Feature is Merging with the New Dashboard Filters Beta
Value and Use Case: Users who have access to the new dashboard filters beta can now generate a set of quick filters to pin across multiple dashboards.
4. Opt-out All Email Per Business Unit From Contact's Record
Before, selecting the "opt out of all" action in the contact record would solely apply the opt-out to the Account Business Unit. Now, portal users have the capability to opt out a contact from any Business Unit.
Value and Use Case: Opt out your contact from all Business Units, not limited to the Account Business Unit.
3. Enable Double Opt-In for Forms
Value and Use Case: Increased flexibility to implement double opt-in based on specific scenarios. For instance, if it's required in certain countries but optional in others, you can choose to use double opt-in for selected forms while excluding it from others.
2. Implied Opens for Sales and Service Emails
If a sent email receives a click or reply, it implies the email was opened.
Value and Use Case: Certain email clients are configured in a way that obstructs HubSpot's open tracking pixel from loading. In such cases, when a recipient opens your email, HubSpot is unable to detect it. However, if the recipient interacts by clicking a link or replying to the email, we can see that they have indeed opened it.
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1. "Close Date" Automation for Deals and Tickets
Value & Use Case: The purpose of this automation is to streamline users' workflows, allowing them to concentrate on more critical activities without additional steps. Nevertheless, it's crucial to provide administrators with the flexibility to deactivate this feature in situations where it may not be appropriate, such as pipelines with numerous closed stages where automatic updating of the "close date" may not be desired.
Top 10 Favorite March HubSpot Updates
10. Import Offline Event Data to HubSpot Marketing Events
9. Calling as a Channel in Help Desk
8. Cookie Consent Banner Customization
7. User Working Hours for Inbox & Help Desk
6. Campaigns Metric 'Influenced Contacts' Now Includes Ad Interaction
5. The 'Quick Dashboard Filters' Feature is Merging with the New Dashboard Filters Beta
4. Opt-out All Email Per Business Unit From Contact's Record
3. Enable Double Opt-In for Forms
2. Implied Opens for Sales and Service Emails
1. "Close Date" Automation for Deals and Tickets