HubSpot wouldn't be HubSpot if they didn't keep constantly innovating. New updates are constantly being released - so many that sometimes you can't see the forest for the trees. But which updates really make an impact on your daily work? To make it easy for you, each month we select the most relevant HubSpot updates. So in just 10 minutes, you'll be completely up-to-date and ready to get the most out of HubSpot!
Contents:
Update 1: Journey Automation
Update 2: Remix Multiple Pieces of Content
Update 3: Sales Workspace Updates
Update 4: Brand Identity
Update 5: Contact email logging rules
Pro tip: New OpenAI app for HubSpot
With Journey Automation, HubSpot introduces a new way of working: where marketers previously worked with a jumble of separate workflows - for emails, lead nurturing, retention and upsell - this update brings everything together in one central environment. This transition to a visual, integrated customer journey has a major impact on the way marketing teams work and get results.
From fragmented processes to one streamlined journey
Journey Automation allows marketers to automate and optimize an entire marketing experience, from new contact to lead to evangelist, all within one view.
The Journey Builder and smart recommendations make it easier to build complex campaigns and improve your results.
How it works.
Go to Marketing in the navigation and click on Journeys. You'll find there:
Key points of interest
Journey Automation allows you to build all marketing strategies in one tool, from lead generation to customer engagement. It provides real-time metrics and detailed reporting to continually optimize your strategy.
Availability
This update is available in Public Beta for Marketing Enterprise users.
Combine more content for better results
With the new feature for remixing multiple pieces of content, you can now start with multiple content items at once. This gives the AI more material to work with, which can improve the quality of the final content you create.
How does it work
First, select the piece of content you want to start with and then click on the EXPAND icon in the top right corner of the content area.
There you can add more content to your remix by clicking Add Content.
You can select up to 6 pieces of content per remix.
Helpful tips:
Add related content to give the AI more context and insight into your goals. For example, if you have multiple pieces that cover different aspects of a topic (such as two blog posts, a PDF and a podcast), add them to give the AI a broader understanding of your vision, goals and value propositions. You can also add documents such as strategy plans, marketing briefings and character descriptions to help the AI better understand your unique value proposition.
Key points of interest
This feature allows the AI to effectively merge multiple pieces of content, which makes for better, more unique remixes. By providing more input, the AI can better understand your goals and create higher-quality content.
Availability
This update is live for Professional Customer Platform, Enterprise Customer Platform, Content Pro and Content Enterprise users.
Work more efficiently with tasks and deals
Two new updates in Sales Workspace provide a more streamlined work experience for sales teams. The integration of task management and the improved deals sidebar help you work faster and stay better organized.
Key points of interest
Task management within the sales workspace helps sales reps stay focused without distractions from other apps. The deals sidebar provides a clear way to quickly view important deal information and see risks and next steps at a glance, without unnecessary scrolling or navigation.
Availability
Both updates are available to Sales Hub Professional and Sales Hub Enterprise users.
Consistent brand communication with AI
With the new Brand Identity feature, key features of your brand such as tone, style, mission and competitive insights are automatically extracted from your existing content. This context is used to drive AI-generated content so that your brand remains consistent even as you scale.
How it works.
Important points of interest
Availability
This update is available to Professional Customer Platform, Enterprise Customer Platform, Content Pro, Content Enterprise, Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise users.
Automatically log email communications.
Contact email logging rules allow administrators to automatically log all email communications between users and existing contacts in HubSpot, so important messages are not lost.
How it works.
Navigate to Settings > Objects > Activities > Email Logging & Tracking to configure the settings. The default setting is "Log replies only," but you can select "Log all emails" to automatically log emails between users and contacts. This applies to emails sent to contacts from email clients or mobile apps. Emails from contacts to users are also logged. Emails to recipients who are not contacts should be logged via Sales Extensions or the BCC address.
Availability
This feature is available for all HubSpot hubs and levels.
Bring your OpenAI accounts to HubSpot for smart automation
The OpenAI app for HubSpot allows businesses and developers to integrate their own OpenAI accounts within HubSpot's powerful automation system. This provides complete control over AI-driven workflows, so you can use your OpenAI account when and where you need it. You can integrate OpenAI projects into your workflows and manage costs within your account.
How it works.
Install the OpenAI app from the marketplace and enter your OpenAI Project-specific API key to access your OpenAI project. Within workflows, find the OpenAI app in the action panel, where you can select actions such as Ask OpenAI or Ask OpenAI Assistant. After entering a prompt, the OpenAI output is generated, which you can then use in follow-up actions within the workflow. You can customize advanced API settings, such as response effort and temperature, to fine-tune the output to your needs.
Key Points of Interest
This app provides flexible integration of your OpenAI account within HubSpot to enhance AI-driven automation, content generation and decision making. It allows you to use your OpenAI projects directly in your workflows, without switching between different platforms. This ensures a seamless experience and maximum control over your AI actions within HubSpot.
Availability
The OpenAI app is available in Public Beta for Marketing Enterprise, Ops Enterprise, Sales Enterprise and Service Enterprise users.
Schedule a demo with one of our specialists!
Until the next update! - At Webs, we'll keep you updated. 🚀