HubSpot’s June 2024 update empowers managers and admins with better data management, automation, and workflow tools. With the latest features, you can boost sales efficiency and streamline operations.
HubSpot introduced a wave of new updates in June. We’ve explored them all to separate the nice-to-haves from the game-changers. June’s biggest updates include improving your data management, automating more routine tasks, and streamlining workflows. Sales teams will also be excited to hear about new enhancements to research tools and lead prioritization.
Without further ado, here are HubSpot’s June 2024 updates that HubSpot admins and managers need to know:
Updates HubSpot managers will love
- Store sensitive data in HubSpot, including data covered by HIPAA.
- Quick deal summaries with custom views.
- Boost sales research efficiency with company research on CRM records.
- Gain quick revenue insights with customer spend trends.
- Boost chatbot engagement with quick replies outside the chat window.
Updates HubSpot administrators will love
- Automatic budget and spend data sync between ad campaigns and campaigns.
- Accurate tracking with DateTime properties.
- Automate association labels with new workflow actions.
- Custom user properties for enhanced data management
- Proactive data health with the weekly digest.
- Quickly identify workflow issues with the health tab.
- Simplify lead prioritization with new lead-scoring tools.
- Expanded workflow triggers with new date options.
- Advanced ticket management with ticket lists.
Also Read: 9 Powerful B2B Demand Generation Tools to Supercharge Your Marketing Efforts
Updates managers shouldn’t miss
Store sensitive data in HubSpot, including data covered by HIPAA
What’s new: HubSpot now supports the storage of personal, protected health information (PHI) for HIPAA-covered entities, ensuring compliance with HIPAA regulations.
How it helps you
This update is crucial for healthcare, finance, and insurance organizations that handle sensitive data. Managers can now use HubSpot to track contact lifecycles, segment contacts, and automate business processes while maintaining HIPAA compliance. This integration allows for better sales and service processes by providing a comprehensive view of contacts and enabling secure data management.
Learn more about storing protected health data in HubSpot.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Enterprise
Quick deal summaries with custom views
What’s new: HubSpot now offers Deal Insights across all custom Deal views, providing a quick overview of deal information at the top of each view.
How it helps you
This update lets managers get a quick summary of deals filtered by specific criteria, such as deals managed by a particular rep or those in a specific pipeline stage. Previously limited to default views, Deal Insights now enhances all custom views, making monitoring and assessing deal progress easier. This feature ensures efficient oversight and better-informed decision-making.
Status: Public Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Starter, Professional, Enterprise
Boost sales research efficiency with company research on CRM records
What’s new: You can now add a Company Research card to your Company record page, displaying AI-driven summaries of a company’s competitors, technology stack and company news.
How it helps you
This feature significantly improves sales research efficiency by consolidating crucial information directly within the CRM. Instead of browsing through various online sources, users can quickly access relevant company data (company news, competitors, and the company’s technology), helping them prepare for customer calls and prospecting activities more effectively.
This means managers can focus more on core tasks and less on manual research, leading to better productivity and informed decision-making.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Gain quick revenue insights with customer spend trends
What’s new: HubSpot introduces a card for Company or Contact record pages that displays customer spend trends and deviations, powered by AI insights and detailed revenue reports.
How it helps you
This feature lets managers quickly understand buying trends and identify deviations, enabling proactive responses to negative trends like downgrades. The card provides instant access to crucial revenue data, saving time on report creation.
Simply add the card from Settings and customize it to reflect your business process. This streamlined access to spend trends ensures you can make informed decisions quickly and effectively.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Boost chatbot engagement with quick replies outside the chat window
What’s new: HubSpot now enables quick reply options for chatbots to be displayed outside the chat window, enhancing the visibility and effectiveness of your in-chat call-to-actions.
How it helps you
This update addresses previous friction points by immediately surfacing quick reply options, encouraging more interaction with your chatbots. Managers can expect improved engagement rates with chat widgets, potentially leading to better lead generation.
With this feature, your team can set up quick replies that appear below the welcome message, making it easier for users to respond without opening the chat window fully. This change simplifies user interaction and can significantly boost your chatbot’s performance.
Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Updates HubSpot admins shouldn’t miss
Automatic budget and spend data sync between Ad Campaigns and Campaigns
What’s new: The Campaigns “budget” tab automatically syncs budget and spend data from associated Ad campaigns.
How it helps you
This update simplifies the workflow for HubSpot administrators by automating the sync of digital ad spend data from ad campaigns into the HubSpot Campaigns tool. This reduces manual data entry, enhances accuracy, and saves time. You can effortlessly ensure that your campaign budget and spending data are up-to-date and precise, allowing for better financial tracking and reporting.
Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise
Accurate tracking with Datetime properties
What’s new: HubSpot now allows the creation of custom DateTime properties, enabling precise timestamping within the CRM.
How it helps you
This update enhances data accuracy by allowing true timestamping, enabling detailed tracking of when events occur. This is essential for measuring time-sensitive processes in hours or minutes (rather than days) and improving workflow management and reporting.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
Automate association labels with new workflow actions
What’s new: HubSpot introduces new workflow actions for automating association labels, enhancing the efficiency of managing associations between records.
How it helps you
This major update allows HubSpot administrators to streamline processes by automating record association and the application and updating and removing association labels. Tasks previously manual, like labeling buying roles for contacts associated with deals or using associations to track referrals, can now be handled automatically to reduce workload and improve data consistency.
This new capability also eliminates the need for third-party tools or custom-coded solutions many HubSpot customers rely on for these tasks, simplifying maintenance and lowering costs.
Learn more about managing CRM record associations with workflows
Status: Public Beta
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional, Enterprise
Custom user properties for enhanced data management
What’s new: HubSpot introduces the ability to add custom properties to users, making users fully functioning CRM objects.
How it helps you
This update empowers HubSpot administrators to tailor the platform to align with unique business processes. By adding custom properties to users, admins can enhance reporting, streamline automation, and integrate specific employee data across HubSpot tools, improving overall system efficiency and data management.
Status: Public Beta
Applicable HubSpot Hubs: Sales and Service
Applicable HubSpot Tiers: Enterprise
Proactive data health with the weekly digest
What’s new: HubSpot introduces the Data Quality Digest, a weekly notification summarizing your account’s data health, highlighting volume changes and ongoing maintenance needs.
How it helps you
This feature proactively identifies data inconsistencies, reducing the need for manual checks. Delivering integrated insights via email, Slack, and Bell Notifications ensures administrators can effortlessly maintain accurate data, preventing issues before they escalate and enhancing overall data quality management.
Status: Public Beta
Applicable HubSpot Hubs: Operations Hub
Applicable HubSpot Tiers: Pro, Enterprise
Quickly identify workflow issues with the Workflow Health Tab
What’s new: The Workflow Health Tab summarizes workflows with potential issues, unused workflows, and (for Enterprise users) similar workflows that may be redundant.
How it helps you
This feature is essential for HubSpot administrators who manage numerous workflows. The Health Tab lets you quickly identify and address workflow issues, reducing redundancy and conflicts. Administrators can efficiently troubleshoot and optimize workflows by providing a clear overview of workflow health, ensuring smooth operations.
Status: Public Beta
Applicable HubSpot Hubs: Marketing, Sales, Service, Operations
Applicable HubSpot Tiers: Professional, Enterprise
Simplify lead prioritization with new Lead Scoring tools
What’s new: A heavily revamped and simplified Lead Scoring system, which provides flexible score-building based on contact behavior, campaign interactions, and demographic data.
How it helps you
This update drastically simplifies the lead scoring process, making identifying and prioritizing high-potential leads easier. With separate engagement and fit scoring tools, built-in time decay, and default score maximums, administrators can now set up lead scoring with best practices and without complicated criteria workarounds. This simplifies scoring while making it more accessible to teams using lead scoring for the first time.
Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise
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Expanded workflow triggers with new date options
What’s new: Calendar date and date property trigger workflow options are available to all customers.
How it helps you
HubSpot has overhauled its options for triggering workflow automation based on dates. You can start workflows based on date properties in associated records and trigger them a specified number of days before or after a date property. The update also expands annually recurring workflow capabilities to users that don’t have Operations Hub.
Leverage these new workflows to:
- Check-in with a customer exactly three months after their purchase.
- Send recurring email reminders every few days promoting an upcoming event to build excitement and drive attendance.
- Send annual birthday or anniversary emails.
- Create new deals in the months leading up to an anticipated contract renewal.
Status: Live
Applicable HubSpot Hubs: Customer Platforms, Marketing, Operations, Sales, Service
Applicable HubSpot Tiers: Professional, Enterprise
Advanced ticket management with Ticket Lists
What’s new: Users can now create and manage ticket lists, improving ticket organization and utilization.
How it helps you
This update will give a huge boost to ticket organization. Now, you can organize tickets using any property or event data, create static lists, trigger workflows, and utilize these lists in custom reports. This allows for more precise management and automation of support tickets, improving overall efficiency and data visibility.
Status: Public Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers
All in all, June’s updates empower managers and admins with better tools across a range of functions so you and your team can work smarter and make better decisions. Join us next month as we boil down the most noteworthy updates for July.
