Big moves toward better efficiency and security

HubSpot rolled out another huge batch of updates in July, and we’ve sifted through them to pick
out the game-changers from the nice-to-haves. This month, the big news is all about improved
data management, making customer interactions smoother and cutting down the time you
spend on busy work. Sales teams, get ready to level up with awesome new tools for managing
leads.

Without further ado, here are the must-know HubSpot updates for July 2024 that managers
and admins should check out:

Updates HubSpot managers will love

• Securely store highly sensitive data in HubSpot
• Upgrade your customer engagement with marketing SMS replies
• Automate and manage subscription billing in HubSpot
• Centralize sales tasks with the new Sales Workspace
• Create custom object records on iOS
• Get deeper customer insight with the Company Health Score Builder
• Make outbound calls directly from the navigation with HubSpot
• Get better visibility in engagement tracking with the Allbound Timeline Card
• Mobile lead management: manage leads anytime, anywhere

Updates HubSpot administrators will love

• CRM data backup: safeguard your valuable information
• Keep your CRM clean with new “gibberish spam detection” in form submissions
• Quickly visualize workflow performance with built-in conversion reporting
• Optimize lead management with stage calculated properties
• Boost productivity with HubSpot’s quick create feature

Updates managers shouldn’t miss

Securely store highly sensitive data in HubSpot

What’s new: HubSpot super admins can now create custom properties to store highly sensitive
information like Social Security Numbers and bank account numbers with restricted user
access.

How it helps you
Sales, marketing and service teams can safely manage sensitive data, creating a
comprehensive and unified customer profile to improve operational efficiency and customer
interactions. This update expands upon recent sensitive-data updates, including even more
sensitive data types and enhanced encryption.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise

Dig deeper: Limited HubSpot breach reminds us there’s risk in SaaS apps and data storage

Upgrade your customer engagement with marketing SMS replies

What’s new: Teams can now view, organize and respond to SMS replies from marketing contacts directly on their Marketing SMS phone number in HubSpot.

How it helps you
This update allows marketers to engage in live, two-way conversations with customers, transforming SMS into a powerful relationship-building tool. By responding to customer replies via SMS, marketers can drive purchases and boost brand loyalty through exceptional customer experiences.

It should be noted that this update is designed specifically for receiving and responding to replies to SMS messages sent through the marketing SMS tool and workflows. It is not designed for 1-to-1 sales or customer support conversations.

Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional and Enterprise

Automate and manage subscription billing in HubSpot

What’s new: You can now automate subscription management and recurring billing regardless of your payment processor, with the added ability to pause and resume subscriptions directly from the CRM.

How it helps you
This update allows organizations to efficiently manage recurring retainers and customer renewals through Commerce Hub Subscriptions, even if you’re not using HubSpot Payments. By automating billing processes, businesses can reduce workloads around invoicing and payment collection, reducing administrative overhead and improving cash flow management.

This update also includes a new ability to pause subscriptions, offering flexibility for customers who need a temporary break and helping to reduce churn.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Centralize sales tasks with the new Sales Workspace

What’s new: The Prospecting Workspace is evolving to become the Sales Workspace, allowing salespeople to manage both pipeline building and deal closing from one centralized location.

How it helps you
For teams where every salesperson must generate and manage their pipeline, this update is big. The Sales Workspace unifies pipeline generation and deal-closing activities, allowing BDRs, Account Executives, and full-cycle reps to prioritize impactful sales actions without navigating across the CRM.

This new approach helps salespeople focus on activities that drive revenue so they can hit their sales targets more effectively.

Status: Private Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise

Create custom object records on mobile

What’s new: Users can now create custom object records directly from the global create menu on the iOS and Android mobile apps.

How it helps you
This update allows users to create custom object records on the go, boosting productivity and flexibility for teams working remotely or in the field. With this capability, users can quickly capture important information in real-time, ensuring data accuracy and up-to-date records.

This feature is especially valuable for those who need to maintain consistency across custom objects within HubSpot while using the mobile app.

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise

Get deeper customer insight with the Company Health Score Builder

What’s new: This tool lets users weight properties and activities on company and associated contact records to generate an aggregated Company Health score.

How it helps you
This update is especially helpful for customer success teams looking to identify trends, opportunities, and potential issues within their customer base. By automatically aggregating and evaluating data points about individual companies, teams can efficiently identify which customers derive significant value and which are at risk of churn. This data improves your team’s ability to proactively address customer needs and improve retention.

Learn more about customizing health scores in the customer success workspace.

Status: Public Beta
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Professional, Enterprise

Make outbound calls directly from the navigation with HubSpot

What’s new: You can now make outbound calls using the calling icon in the navigation, by simply entering the recipient’s phone number and clicking “dial.”

How it helps you
This update offers a faster and more flexible way to make outbound calls in HubSpot, eliminating the need to navigate to specific record pages. By streamlining the calling process, sales and service teams can step up their productivity and reduce time spent on administrative tasks.

Status: Public Beta
Applicable HubSpot Hubs: Customer Platform, Sales, Service
Applicable HubSpot Tiers: Enterprise, Professional, Starter

Dig deeper: What HubSpot’s LinkedIn integration means for the future of sales and marketing

Get better visibility in engagement tracking with the Allbound Timeline Card

What’s new: The Allbound Timeline Card provides a calendar view of activities on record pages, allowing users to see engagement levels and activities without switching tabs or scrolling.

How it helps you
This feature helps users quickly assess communication with contacts at a glance. It separates outbound from inbound interactions, making it easy to determine response levels. Managers can use this tool to evaluate sales reps’ performance and identify areas for improvement, ensuring efficient prospecting and account management.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Mobile lead management: Manage leads anytime, anywhere

What’s new: HubSpot’s mobile app now includes lead management capabilities, allowing BDRs, SDRs and sales reps to navigate lead stages, conduct outreach, and qualify leads on the go.

How it helps you
Reps can now maintain continuity between desktop and mobile, giving a nice boost to productivity and allowing for more effective lead qualification while out in the field. This update makes mobile prospecting more convenient by providing a dedicated lead management solution, eliminating the need to jump between different app features.

Status: Live
Applicable Platforms: Sales Hub (via iOS and Android)
Applicable HubSpot Tiers: Pro and Enterprise (paid seated users only)

Updates HubSpot admins shouldn’t miss

CRM data backup: Safeguard your valuable information

What’s new: CRM Data Backup now allows you to manually export all contacts, companies, deals, tickets, custom objects, products, calls and tasks in a CSV zip file with a single click.

How it helps you
This feature addresses a significant need for data preservation. While individual object exports are available, a full data backup was previously unavailable. Regular backups ensure business continuity and peace of mind, protecting against accidental changes from integrations or workflows.

By maintaining backups, you can quickly restore your data to its original state if unwanted changes occur, ensuring your business operations remain uninterrupted.

Status: Private Beta
Applicable HubSpot Hubs: All paid hubs
Applicable HubSpot Tiers: All tiers (Enterprise tier can create backups every 24 hours, others weekly)

Keep your CRM clean with new ‘gibberish spam detection’ in form submissions

What’s new: HubSpot now features AI-powered gibberish detection that identifies spam in form submissions, specifically targeting gibberish in the contact’s first name, last name and message properties.

How it helps you
This update helps fight spam form submissions that would otherwise clutter your CRM data with meaningless information. By automatically filtering out junk submissions, marketing teams can focus on genuine leads and reduce overhead. This tool makes it easier to keep your CRM data clean and reliable.

Status: Private Beta
Applicable HubSpot Hubs: Content and Marketing
Applicable HubSpot Tiers: Professional, Enterprise

Quickly visualize workflow performance with built-in conversion reporting

What’s new: The workflow editor now displays aggregate conversion and performance data directly on each workflow’s diagram, offering new insights into workflow effectiveness.

How it helps you
These improved reports will help users to understand and optimize their automation strategies. By visualizing performance metrics like total enrollment counts, endpoint reach percentages, and branch action paths, admins can easily identify what’s working best within workflows.

Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise

Optimize lead management with stage calculated properties

What’s new: New stage calculated properties for leads track the date leads enter and the time leads spend in each lead pipeline stage, allowing for better reporting and performance analysis.

How it helps you
This update simplifies the process of tracking lead progression by providing insights into the time it takes to move leads through your initial sales engagement processes. Sales teams can use this information to prioritize work, more easily evaluate team performance related to leads, and automate actions based on lead movement.

Learn more about stage calculated properties.

Status: Live
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Pro and Enterprise

Boost productivity with HubSpot’s quick create feature

What’s new: A new quick create button in the top navigation bar allows users to effortlessly
create contacts, companies, deals, and tickets across the platform in real time, without losing
focus or context.

How it helps you
This feature significantly cuts down on wasted task-switching time, enabling users to create new
records without navigating away from their current workspace making interactions smoother. It
maintains your workflow context, reducing disruptions and helping you stay focused on your
tasks.

Status: Live
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

July’s updates are all about making things easier, faster and cleaner. Put them to work to help
your team work smarter and better connect with buyers. Keep an eye out for the next curated
list of big updates coming your way next month!