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INBOUND 2022, DIVE INTO HUBSPOT NEW FEATURES, MORE CONNECTED TO YOUR CUSTOMERS

We tell you all about the new things announced at INBOUND 2022, it's a blast! 🚀

This year, it was with immense joy, that part of the Auxilio team went to Boston to attend one of the biggest events in the Tech world. We had been waiting for it for so long!

HubSpot CRM, already a leader in the CRM market, is opening up even more to powerful integrations and putting the spotlight on more advanced analytics and hyper-customization of its tools. HubSpot is now the central pillar of the entire customer experience, but also a solid hub for the user experience.

More powerful, more connected, more functionally deep, more customizable... We've listed all the new features you don't want to miss. ðŸ”Œ A taste:

  • Improved Marketing Campaigns,
  • Integration with WhatApp messaging,
  • Automatic data cleansing,
  • 20 new third-party apps to sync easily,
  • Ultra customization of your CRM "cards" (contacts, pipes, etc),
  • Synchronization of invoices (Quickbooks, Dynamics 365, NetSuite, etc),
  • Visualization of the "Customer Journey",
  • ... And so many other new features.

Feast your eyes on the article! 😜

And sign up for our next French Tech HUG, on Tuesday, October 11 at 10:00 am (EDT- Montreal time), 4:00 pm (CEST - Paris time), so we can talk about it all.

The hubspot CRM more customizable for your teams and more connected to your customers

Sales Hub - more customizable display and navigation

What is it?

Now you can customize the right and left sidebars in your HubSpot CRM and introduce conditional logic to display only the cards relevant to different teams. 😮

You can display a chart with page views, a table with summary data about your customers, a button to start a workflow or even data from internal systems, Google Sheets or an Amplitude chart.

crm-record-customization-hubspot

Who has access to this feature?

Available for Pro plan, or more.

When will this feature be available?

In Bêta

For whom is this feature useful?

All companies that want to make important information even easier to find and eliminate siloed information.

Customize your navigation in your contact and company files for a better handling of your teams.

 

Sales Hub -Follow more closely the activity of your customers with sms, linkedin messages and others

What is it?

Now you can record customer connection activity from SMS, LinkedIn messages, WhatsApp and "physical" messaging.

Configure the activity buttons that appear in the highlight card ("highlight card") of the record and rearrange them for faster access. ðŸƒ

 

customisation-button-hubspot-crm

Who has access to this feature?

Available to everyone, even on free plans

When will this feature be available?

Available from now on

For whom is this feature useful?

If you want to have quicker access to all your customers' information, you can manually record these conversations to get a complete view of your customer's activity.

Record your customers' connection activities from SMS, LinkedIn messages or WhatsApp.

Sales Hub - Deeper configuration of your board card on your pipelines

What is it?

HubSpot Admins can now select up to four properties to display on the cards of all pipeline objects: deals, tickets and custom objects.

When you have multiple pipelines, customize the cards to display different properties at each stage of the pipeline.

board-card-customization-hubspot

Who has access to this feature?

👉 Default board properties available from the free version, and +.

👉 Different properties per pipeline available from Professional version and +.

When will this feature be available?

From now on

For whom is this feature useful?

For anyone who wants to have a complete view of a customer at every stage of the transaction. For example, you can choose to display the transaction amount, transaction description, close date and transaction owner.

 

Commerce - Hubspot's integrated payments tool more powerful 

What is it?

With HubSpot's payment tool, you can collect one-time and recurring payments from your customers directly in your CRM using quotes or payment links.

Payment links can be shared directly with your customers via email or chat, or added directly to your website pages.

This feature has been available since last year but has been improved since then.

What is new in HubSpot Payement?

A payment schedule allows merchants selling services to break down a large invoice into a series of installments, each with its own due date, amount and name.

HubSpot-payment-amelioration

Who has access to this feature?

Available in the Sales Hub, in the Quote tool directly.

When will this feature be available?

From now on

For whom is this feature useful?

All companies that want to manage their online payments and collect them via their CRM. This allows to have more data connected to the customer experience.

HubSpot Payments allows you to better centralize all customer data around the CRM by including even invoices paid in installments, with timelines.

inbound-2022

Le marketing hub plus puissant dans l'analytique et plus collaboratif 

Marketing hub more powerful in analytics and more collaborative 

 

Whatsapp-integration-hubspot

What is it?

You can now connect a WhatsApp business account as a messaging channel in the shared inbox and communicate with your prospects and customers.

This integration will support both business WhatsApp messages and contact-initiated WhatsApp messages (with video and image support), and conversations will be visible on the contact record. ðŸ—¨ï¸

Who has access to this feature?

Marketing and Service Hub Professional and Enterprise

When will this feature be available?

Bêta

For whom is this feature useful?

All companies that want to communicate in a more personal way with their prospects or customers, via WhatsApp, and keep track of these conversations in the contact form.

Conversations made via WhatsApp will be visible on the contact form, with support for video and images (only for business WhatsApp accounts or messages initiated by your customers).

Marketing Hub - Improved marketing campaigns in Hubspot

What is it?

Marketing campaigns have been optimized in the Marketing Hub tool, here are some examples

  • Improved collaboration tool allowing support for comment threads, as well as attachments and highlighting of certain comments,
  • Ability to include forms as an asset in a campaign,
  • Ability to add a number in the budget field to allow for more robust reporting
  • Ability to view revenue attribution and transaction attribution directly in campaigns,
  • Ability to compare the performance of two or more campaigns against each other,
  • Better understanding of how each contact was influenced.

    Other optimizations have been made, the above list is not exhaustive. ðŸ“‹

 

campagne-marketing-hub

Who has access to the Marketing Campaigns?

Marketing Hub Pro & Enterprise.

When will this feature be available?

As of now. All marketing campaign optimizations went live on September 7, 2022.

For whom is this feature useful?

All companies that use the Marketing Hub and want to have a better understanding of their campaign data to better understand the customer journey and make better marketing decisions in the future. 

Better team collaboration through improved internal feedback on marketing campaigns, but more importantly, better reading of campaign data through a view on revenue attribution and campaign comparison.

Marketing Hub - A clearer view of the customer journey thanks to data

What is it?

New customer journey data gives marketers the ability to view their customer's entire end-to-end journey and gain deep insights into how to optimize the moments that matter most to increase conversion.

 

customer-journey-hubspot

Who has access to this feature?

Marketing Hub Enterprise

When will the Customer Journey Analytics be available? 

In Beta

For whom is this feature useful?

To better meet the objectives of marketers and their needs for accurate and adapted reports. Having a true visibility on the Customer Journey is the dream of many marketers, but also of other departments, in order to adapt actions to each step of the customer journey.

Have a real visibility on your entire customer journey, from the first contact to the closing of the deal, through the various actions taken to convert.

Marketing Hub - Better visibility on web ads thanks to ad conversion events

What is it?

Put your ad strategy to the test with HubSpot's ad conversion events, which will power your hyper-targeted ads across all major ad networks (LinkedIn, Facebook and Google Ads)

By the end of 2022, HubSpot customers will be able to fully leverage all of their data to improve ad-based acquisition in a cookie-free, privacy-friendly world.

ad-conversion-event-hubspot

Who has access to this feature?

Marketing Hub Pro & Enterprise

When will this feature be available?

This year, the events will be available on LinkedIn only, and other advertising tools such as Google Ads or Facebook Ads, will arrive later (no date announced).

For whom is this feature useful?

Every marketer in the world dreams of having more data on digital ad spending, so HubSpot will give more information on conversion events (much like Google Ads already does), but in a way that is connected to your customer journey, because it is still in the HubSpot CRM.

Take full advantage of all your ad data to better target and optimize your web ads in a cookie-free, privacy-friendly world.

inbound-hubspot-Boston-2022-01-equipe-auxilio

To cut a little off this long article, here is a little sweetness 😆, the photo of Auxilians present at the INBOUND 2022, Louis, Emmanuelle, and Robert.

The hubspot CRM more focused on data quality

Data - Automatic error handling when importing records into hubspot

What is it?

How many times have you imported data only to realize there were problems with the import? Now HubSpot will flag and even resolve errors before they are imported into the CRM. Whether you're importing contacts, companies or even deals, HubSpot helps you identify problems and fix them more easily. How convenient! 🔎 

errors-fixing-import-hubspot-crm

Who has access to this feature?

Free feature for everyone who uses HubSpot.

When will this feature be available?

From now on.

For whom is this feature useful?

This is useful for CRM Managers or RevOps Managers who want to import contacts or lists for example.

Errors during a contact import are flagged and automatically corrected (when possible) before import into HubSpot

Data - Better management of your HubSpot property set with customizable formatting

What is it?

Have you ever tried to clean up phone numbers and found that there were so many letters inside or special characters, including to note that there was also an extension?
Or maybe there was a property you didn't want everyone to see?
With this new feature of "Property Validations" you can:

  • Limit to numeric values only,
  • Do not allow special characters,
  • Set a character limit,
  • Require unique values,
  • Change the visibility settings of the properties,
  • etc.

validations-property-hubspot

Who has access to this feature?

Free feature for everyone who uses HubSpot.

When will this feature be available?

In Beta, already deployed on all HubSpot portals.

For whom is this feature useful?

For CRM Managers, RevOps people and Team Managers who want to ensure that data is clean and configured.

To keep your property database healthy and clean with correct information, as well as to be able to open or restrict access to certain properties in your organization

 

Data - Increased visibility and understanding of basic data in your hubspot crm

What is it?

Who hasn't tried to draw an accurate model of their company's data structure?
Maybe you've decided it's not worth the effort, or that it's too complex. 

Now, with Data Model Overview, you can see in one click how all the company's data is structured.

This allows you to:

  • See all your objects (native or custom),
  • To understand the link between these objects,
  • To see the label associations on each object,
  • etc. 

data-model-overview-hubspot

Who has access to this feature?

Free feature for everyone who uses HubSpot.

When will this feature be available?

In Beta, all you have to do is apply through your HubSpot portal.

For whom is this feature useful? 

For those who want to have a concrete visibility on their data model implemented in their HubSpot CRM, and to know the relationships between each object. 

With the "Data Model Overview" feature, you can see in one click how all the company's data is structured and interrelated

 

Data - Build your custom objects more easily in HubSpot with the new Custom object builder

What is it?

Custom Objects are not new, but before, we needed to code them.
Have you tried asking your Devs to help you create them?
The answer is often that there are more urgent things like a new feature on your product.

Now with the new Custom Object Builder, you don't need the dev team to do it. Easy peasy 😜

custom-obecjt-builder

 

Who has access to this feature?

For Enterprise plans only.

When will this feature be available?

In Beta

For whom is this feature useful?

For all companies, small or large, who want the CRM to be adapted to their needs and who have other objects to manage than the native objects like contacts or companies.

Building a Custom Object in HubSpot is now a breeze (even more than before!) with the new "Custom Object Builder" for non-devs.

Data - Clean up your HubSpot CRM more easily by quickly spotting problems

What is it?

Is your CRM messy? 
From experience, we all know that it's usually not super "clean", but with the Data Quality Command Center, you can see where the biggest problems are and therefore know what should be the priorities in terms of cleaning and tidying. 🚿
Learn more.

data-quality-command-center

 

Who has access to this feature?

HubSpot users on a Pro and Enterprise plan

When will this feature be available?

In Beta

For whom is this feature useful?

For all those who want to keep an eye on the cleanliness of their data and we know that it is very important in a CRM where several different teams are always working. 

Gain visibility into data issues (lack of data, unused data, duplicates, etc.) to clean up your CRM more easily.

Data - Take advantage of the automatic queries of the "data quality automation recommendations" which automatically cleans your CRM

What is it?

Don't have time to look at the "Data Quality Automation Recommendations" and clean up your CRM? Or do you just have the phlegm? It happens, we don't judge you! 😆
Think it would take a lot of manual work?
Data Quality Automation Recommendations does that for you with queries and automation!

data-quality-automation

Who has access to this feature?

HubSpot users on a Pro and Enterprise plan

When will this feature be available?

In Beta

For whom is this feature useful?

For all those who want to clean up errors and problems quickly with automation.



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Yes, the list of HubSpot news is quite long (and so much the better!) so we put back a little picture of us (because we love each other 😆), for your viewing pleasure.

The basic features of the hubspot CMS free to build your website easily

CMS - Cms hubspot Free access

 

What is it?

And yes, this is great news!
You'll have free access to all of Hub's CMS tools for building the main point of contact between your customers and your business: your website.
Growing businesses need to be able to customize their websites according to their brand, business and marketing needs, without blowing their budget or hiring a team of developers, thanks to HubSpot this is now possible.

Who has access to the Free CMS?

For everybody, 100% free

When will this feature be available?

From now on

For whom is this feature useful?

Any company wishing to build a website that will be :

  • Beautiful (of course!) but also and above all functional;
  • Completely secure. No need to have internal or external resources to secure the website, HubSpot manages this part,
  • Scalable as your business grows.

The CMS Hub is 100% free and you don't need to know how to code to use the tools!

Hubspot CRM more focused on development projects

Dev - HubSpot integrated with GitHub for better team collaboration on code

What is it?

It offers the possibility to work as a team on a project (website, module, template,...) without fear of clashing with a colleague, saving your code safely.
With Projects GitHub integration, developers can use the most popular versioning tool, GitHub as a source to save in their repos and trigger workflows.

 

project-github-integration

 

Who has access to this feature?

Customers with access to Sales Hub & Service Hub on an Enterprise plan.

When will this feature be available?

In Beta

For whom is this feature useful?

Any company needs to work as a team on a website development project, module, landing page, etc.

Work as a team on a Hubspot project with Github for saving and managing code versions

Dev - A control center for private Apps

 

What is it?

This new view, allows developers to monitor and debug more easily when creating a private application.

A new tab called "CRM middle pane" provides access to a logging system and allows developers to monitor how their private applications are performing. Each log contains details about each execution, including whether it succeeded or failed.
With these logs, it will be easier for developers to debug potential causes of failure.

 

debugging-hubspot-feature

Who has access to this feature?

Customers with access to Sales Hub & Service Hub on an Enterprise plan.

When will this feature be available?

In Beta

For whom is this feature useful?

All developers who develop private apps to create integrations or extensions to their CRM.

Fixing bugs in private applications has become much easier with log tracking

Dev - The "CRM Card Builder" allows to ultra customize the CRM for the end users

What is it?

HubSpot now offers developers the ability to create new CRM cards that will make users' jobs easier.
The new CRM Card Builder tool provides an interactive interface for developers to easily build the JSON payloads needed to deploy custom CRM cards in the HubSpot platform's central panel.
In addition, developers can use these CRM cards on custom objects or display data from custom objects on other cards.

crm-card-hubspot

Who has access to this feature?

Customers with access to Sales Hub & Service Hub on an Enterprise plan.

When will this feature be available?

In Beta

For whom is this feature useful?

For developers who want to display a custom CRM map with information from external systems or organize HubSpot-specific information.

Creating personalized CRM cards has never been easier with the CRM CARD BUILDER

Dev - More powerful Sandboxes to test before launching to end users

What is it?

Allow developers to create a sandbox environment. This allows developers to confidently build and test early proof-of-concept development work before implementing it in its standard sandbox or production account.

sanbboxes-hubspot

Who has access to this feature?

Customers with access to Sales Hub & Service Hub on an Enterprise plan.

When will this feature be available?

In Beta

For whom is this feature useful?

For developers 

Test and create safely with a separate development environment.

inbound-2022

Operations hub at the heart of third-party integrations to connect your data between systems

Operations - Synchronize your third-party tool products in a few clicks with your hubspot objects

What is it?

Connect third-party applications to your HubSpot product library for bi-directional data synchronization.

This feature is no longer limited to Quickbooks and Shopify - it now allows over 20 data synchronization applications to run the product library.

product-sync-feature-hubspot

Who has access to this feature?

Customers with access to Free or Starter products.

When will this feature be available?

From now on.

For whom is this feature useful?

All companies that use one of the 20 available tools. Learn more

Configuration and synchronization of third-party product libraries is simple, and allows your systems to communicate bi-directionally.

Operations - Synchronize your invoices from quickbooks, netsuits, and other tools, to Hubspot

What is it?

Previously, data synchronization worked with contacts, companies and deals. With Invoice Sync, you can sync your invoices one way from third-party applications (Quickbooks, Dynamics 365, NetSuite, etc.) to HubSpot.

This now goes beyond Quickbooks Online, and integrates more into the data synchronization framework. You get the full picture of your business and let actual revenue drive marketing, sales and services in HubSpot.

invoice-sync-hubspot

Who has access to this feature?

Customers with access to Free or Starter Hubs.

When will this feature be available?

In Beta.

For whom is this feature useful?

For all revenue related teams, i.e.: Sales, Marketing, Business Manager, Accounting, etc.

Get a complete, real-time view of your customers' billing with Invoice Sync in HubSpot.

 

Operations - See the health of your Data Sync

What is it?

In the synchronization settings of the application/tool you have connected, you will now find a new tab called "Data Sync Health".
It will show you which integrations are Asynchronous, or fail to synchronize or are excluded from synchronization.

data-sync-health-hubspot

 

Who has access to the Data Sync Health?

Free or Starter

When will this feature be available?

From now on

For whom is this feature useful?

For anyone who wants to keep an eye on the tools connected to HubSpot and make sure everything is working properly.

Stay aligned with consistent data in your CRM-connected tools as you evolve.

CONCLUSION

And there you have it, a nice tour of the new features announced at INBOUND 2022.
Until you enjoy it, if you have any questions, feel free to contact us at Auxilio at info@auxilio.io  

📌 And also, sign up for our next French Tech HUG on Tuesday, October 11 at 10:00am (CEST), so we can talk about it all.

 

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