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: Deep research connector with ChatGPT
Update 2: Meetings index page & custom meeting properties
Update 3: Automatically format property data at the point of entry
Update 4: Research Intent
Update 5: Automation Overview
Update 6: Content Remix: Easily remix blog posts after publishing
Update 7: Create mult-select User properties
Update 8: A new Breeze Copilot
Update 1: Deep research connector with ChatGPT
HubSpot is the first CRM to launch a deep research connector with ChatGPT. This allows marketing, sales and service professionals to extract AI-driven insights directly from their own CRM data, without technical knowledge or complex analysis.
Smart insights, instantly actionable
This connector allows users to ask complex questions to ChatGPT, such as: "Which customer segments yield the highest conversion?" or "Which deals have the most risk?" The beauty: ChatGPT provides answers based on your own HubSpot data, and the insights are immediately usable in your workflows, prospecting or customer success plans.
How it works
Once the link is activated in ChatGPT, choose HubSpot as your data source and log in. From then on, you can ask questions within ChatGPT that respond directly to your CRM data - without accessing data outside of your permissions. Think sales opportunity analysis, customer behavior, support volumes or marketing segmentation.
Important points of attention
This connector works only for users with a paid ChatGPT account, and the data is not used for AI training. It is designed with strict permissions structure so that each user can only access data that is already visible in HubSpot.
Availability
This update is available to all HubSpot Hubs and tiers, provided you have a paid ChatGPT account.
With the introduction of the new Meetings index page , HubSpot now makes it possible to manage all your meetings from one central location. Whether you have booked appointments through the scheduling pages, added them manually in the CRM, or synchronized meetings from external calendars - everything comes together in one view.
More structure and better control over your meetings
Thanks to this update, you can organize and customize your meetings more efficiently, without having to switch between different tools. With the addition of custom meeting properties you decide what information you want to capture, so you always have insight into what is important to your team.
Important points of interest
This update allows you to edit the outcome of a meeting directly from the index page and gives you more control over how you capture meeting data. Please note that custom properties must be updated manually for now; automatic updates will follow later.
Availability
This update is available for all HubSpot Hubs and tiers.
With this new feature, you can ensure that your data is immediately entered correctly and cleanly into the CRM. HubSpot now offers the ability to automatically format entry fields as soon as data is added or imported. This keeps your database clean and structured without you or your team having to manually perform validations.
Less manual work, cleaner data
This automatic formatting prevents invalid or unwanted data from entering your CRM. Think of removing letters in zip code fields or automatically stripping out special characters in city names. This happens immediately when data is entered or imported, so incorrect data doesn't even have a chance to contaminate the system.
Important points to note.
Automatic formatting only works for single- and multi-line text properties and is applied when manually entering and importing data. Please note that at this time, this functionality does not yet work for entries via mobile, forms or workflows.
Availability
This update is available for all HubSpot Hubs and tiers.
The new Research intent functionality allows you to discover which companies are actively looking for solutions your company offers - even before they visit your website. This gives you a head start in identifying potential customers and targeting customers who may be looking at competitors.
Early signals for more opportunitiesHow it works
Key points of interest.
This update combines 1st-party (visitor-based) and 3rd-party (research-based) intent signals into one CRM-native solution. This means: automatically enriched and qualified companies directly in your Smart CRM, seamless integration with your existing workflows and lists, and many more opportunities to increase your commercial clout.
Availability
This update is available for the Breeze Intelligence 10,000 credits pack (free trial)
The new Automation Overview page in HubSpot centralizes all your automations in one view. This allows you to easily discover new automations, optimize existing ones, and quickly spot and fix problems with your current workflows.
Everything in one place, simpler and smarterKey Points of Interest
This page will help you not only better manage your current automations, but also discover new opportunities and take immediate action. That way, you'll get more value out of HubSpot's automation capabilities and keep your processes running smoothly.
Availability
This update is available for Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro and Service Enterprise.
HubSpot's Content Remix lets you easily and quickly turn a published blog post into powerful content for other channels, such as social media, emails and ads. This makes it easier to expand your content strategy and increase the impact of your blogs.
Efficiently repurpose content without extra work
Thanks to the post-publish remix prompt, you canconvertablogimmediately after publicationinto, for example, a carousel for LinkedIn, a promotional email or short ad text. This saves time and ensures that your content strategy continues seamlessly.
Availability
This update is in Public Beta and is available to Pro and Enterprise users.
This update allows you to create HubSpot User properties that are multi-select. This allows you to assign multiple record owners to one record, which is ideal if, for example, multiple sales colleagues are responsible for one customer at the same time.
More flexibility for teamworkImportant points to note
Existing User properties cannot be converted to multi-select. Also, personalization tokens for multi-select User properties do not yet work in marketing emails, but do work in snippets, sales emails and workflows.
Availability
This update is in Public Beta and is available to all HubSpot Hubs and tiers.
A smarter and more powerful version of Breeze Copilot is coming this summer. The tool has been completely rebuilt with the latest AI technology, providing deeper conversations, better planning and richer context from your HubSpot data.
What to expectSome advanced features (such as report generation, advanced prospecting and content refinement) are not yet available in the private beta.
Important points of interest
Please note that if you sign up for the private beta, previous conversations with Copilot will no longer be visible in your chat history. Also, the Zero Data Retention policy does not apply here; data can be retained by OpenAI for up to 30 days.
Availability
Breeze Copilot is available to all HubSpot users across all Hubs and tiers.
Schedule a demo with one of our specialists!
Until the next update! - At Webs, we'll keep you updated. 🚀