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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

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Starter + Tiers

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.

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9. Calling as a Channel in Help Desk

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Pro + Tiers

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.

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8. Cookie Consent Banner Customization

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Starter + Tiers

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.

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7. User Working Hours for Inbox & Help Desk

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Starter + Tiers

Users, both admins and individuals, can now set their weekly working hours according to their own time zones, which may differ from the account's or their team's time zones. When a user is outside of their designated working hours, their availability will switch to 'Away,' and they will not be automatically assigned tasks in inboxes or the Help Desk.
Users have the option to manually adjust their availability status on their user profile page, inbox, or Help Desk, and this new status will be reflected across all experiences.

Value & Use Case: By utilizing user working hours, both users and admins can enhance customer outcomes and boost employee retention.

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 6. Campaigns Metric 'Influenced Contacts' Now Includes Ad Interactions

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Pro + Tiers

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.

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5. The 'Quick Dashboard Filters' Feature is Merging with the New Dashboard Filters Beta

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All Tiers

There are two ongoing beta tests aimed at enhancing the filtering experience on dashboards:
1. "Enhanced dashboard filtering," which enables users to pin dashboard filters to any report on a dashboard.
2. The "quick group filter" beta, which not only automatically generates a dashboard filter but also lets users create a group of dashboard filters that apply across multiple reports on a dashboard. This feature closely resembles the previous dashboard filter interface, which was highly favored by users.

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.

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4. Opt-out All Email Per Business Unit From Contact's Record

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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.

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3. Enable Double Opt-In for Forms

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Pro + Tiers

In the past, enabling or disabling double opt-in was restricted to certain pages in HubSpot. With this update, you now have the option to enable or disable double opt-in for specific pages and forms of your choice.
Additionally, there have been some improvements to the descriptions/copy of actions to enhance clarity.

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.

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2. Implied Opens for Sales and Service Emails

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Pro + Tiers

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

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Pro + Tiers

When a user moves a deal or ticket record to a closed pipeline stage, the system automatically sets the record's "close date" to today's date, saving users from the manual task of setting the date. Admins can now choose to deactivate this "close date" automation feature for specific pipelines. While the automation remains enabled by default across all pipelines, administrators have the flexibility to disable it for pipelines where it may not be beneficial.
Additionally, HubSpot has enhanced this automation feature to ensure greater consistency throughout the CRM.

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.

Regarding Journey Analytics, it's helpful to envision it as a funnel flipped horizontally: by visualizing the Buyer Journey in this manner, you can pinpoint where leads are dropping off.
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