Skip to content
< Back to all blogs
November HubSpot Updates

Hubspot

November HubSpot Updates

Contents

November brought an impressive range of HubSpot updates designed to streamline marketing, sales, service, and CRM operations.

Here’s a deep dive into these enhancements to help you make the most of HubSpot’s capabilities:

Marketing Hub Updates


1. Quickly Exclude Records from Active Lists

Quickly Exclude Records from Active Lists

 

HubSpot now allows users to easily exclude specific records or lists from active lists, optimizing email campaign management and personalized content delivery.

Use Case: Refining active lists becomes hassle-free. Rather than manually filtering or adding criteria, marketers can quickly exclude irrelevant records, ensuring more precise targeting and an organized workflow.

Learn more here

 

2. Convert Active to Static Lists

convert active to static lists


This update enables users to schedule automatic conversions of active lists to static lists when campaign needs have been met.

Use Case: After meeting campaign requirements, converting active lists to static ones maintains focus and keeps list management organized by retaining only relevant contacts for future use.

Learn more here


3. Associate Campaigns with Forms in the New Forms Tool

Associate campaigns with forms in the new forms tool


Forms can now be directly associated with campaigns, providing greater insight into how specific marketing initiatives impact form submissions.

Use Case: Tracking form submissions by campaign helps marketers understand the performance of individual initiatives and make data-driven adjustments to maximize results.

Learn more here

4. Custom Maximum Score for Lead Scoring

Custom maximum score for lead scoring


Previously capped at 100 points, lead scoring now offers custom max score settings up to 500, giving businesses greater flexibility.

Use Case: Align scoring models to specific qualification thresholds that reflect business needs, allowing for more customized lead prioritization.

Learn more here

 

5. Estimated Email Size in the Marketing Email Editor

Estimated email size in the marketing email editor

The new Size Optimization feature offers a real-time view of email size, helping marketers stay below critical thresholds for optimal deliverability.

Use Case: By monitoring email size within the editor, users can prevent clipping issues and enhance deliverability, ensuring the full message reaches recipients.

Learn more here

 

6. Filter Presets on Dashboards

Filter presets on dashboards

Users can now save filter presets on dashboards, making it easy to apply recurring filters.

Use Case: With preset filters, different teams can quickly access relevant data without setting new parameters each time, improving the dashboard experience for analysis.

Learn more here

 

Sales Hub Updates

7. Create Payment Links & Subscriptions from Line Items in Deals

Create payment links & subscription from line items in deals

 

Sales teams can now create Payment Links and Subscriptions directly from line items in deals, optimizing the sales workflow.

Use Case: Streamlining payment and subscription creation within deals shortens the sales cycle, making the process faster and more convenient for both teams and customers.

Learn more here

 

Service Hub Updates

8. Skill-Based Ticket Routing for Live Chat

Skill based ticket routing for live chat

 

Skill-based ticket routing now allows admins to route live chat inquiries based on ticket properties to the best-suited agents

Use Case: By matching inquiries with skilled agents, customer issues are resolved faster, enhancing support quality and consistency.

Learn more here


9. Receive Inbound Calls via Calling Apps in HubSpot

Receive inbound calls via calling apps in HubSpot

 

An enhanced Calling SDK now lets partners integrate incoming call features, centralizing call management within HubSpot.

Use Case: Handle inbound calls within HubSpot’s interface, reducing the need to switch between tools and improving productivity.

Learn more here

10. Conditional SLA Rules

Conditional SLA rules


Service Hub now supports conditional SLAs, letting users set specific response times based on ticket properties.

Use Case: This is ideal for prioritizing urgent tickets, ensuring timely responses for high-value clients and enhancing service standards.

Learn more here

11. Ticket Splitting in Help Desk

Ticket splitting in help desk

 

Ticket splitting helps organize inquiries, allowing support teams to create separate tickets for new questions from previously closed cases.

Use Case: Organize multiple issues within support interactions by creating distinct tickets, enhancing customer experience and team efficiency.

Learn more here

Sales + Service Hub Updates

12. Contact Search for Outbound Dialer

Contact search for outbound dialer


The updated dialer now includes a search function, enabling users to find contacts by name, email, phone, or company instantly.

Use Case: Simplify outreach by finding contacts quickly, making it easier for sales and service reps to connect and engage with clients or leads without scrolling through long lists.

Learn more here

 13. Updated Outbound Calling Experience in Conversations Inbox

Updated outbound calling experience in conversations inbox


This improvement enables users to place outbound calls from Inbox threads directly, facilitating real-time follow-ups.

Use Case: Quickly connect with clients by dialing out from existing conversations, creating a smoother experience and ensuring no opportunities are missed.

Learn more here

Developer Platform Updates

14. Associations and Dissociations of Lists via Marketing Events API

Associations and Disassociation of lists via marketing events API

 

New API endpoints allow developers to manage contact associations with marketing events seamlessly.

Use Case: Developers can efficiently manage participant segmentation for events, making it easier to run targeted campaigns and boost engagement.

Learn more here

 

15. Restore From Data Backup

Restore from data backup

 

The Restore from Data Backup feature lets users recover property values from previous backups without re-importing files.

Use Case: Easily recover data, reducing the time and risk associated with manual restoration after a data loss incident.

Learn more here

16. Conditional Formatting in Table Visualizations

Conditional formatting in tables

 

Conditional formatting in custom reports helps highlight key metrics, making it easier to identify trends and patterns.

Use Case: Color-coded data allows users to spot critical insights quickly, improving decision-making and reporting efficiency.

Learn more here

17. Default “From” Address for CRM Email

Default from address for CRM email

 

Users can now set a preferred “From” address as the default for CRM emails, reducing manual switching.

Use Case: This update saves time and minimizes errors, allowing users to focus on email content rather than constantly adjusting settings.

18. Enhanced Support for Date/time Properties in Workflows, Sequences, and Snippets

Enhanced support for date/time properties

 

Date/time properties now support both date and time, enhancing personalization in automations.

Use Case: Provide recipients with precise appointment details and meeting information, improving communication clarity and engagement.

Learn more here

 

Final Thoughts on HubSpot’s November 2024 Updates

From refined list management in Marketing Hub to enhanced ticket handling in Service Hub and customizations in CRM, HubSpot’s November updates empower teams to operate more efficiently and strategically. These improvements offer enhanced organization, faster workflows, and more personalized customer interactions. Incorporate these features into your daily operations to unlock new levels of productivity and deliver outstanding customer experiences across your marketing, sales, and service teams.

This month’s HubSpot updates offer tactical advantages for professionals seeking to optimize their business operations. Try out these new features and see how they can transform your team’s workflow, saving time and enhancing outcomes for your business.

Related Articles

How to Use HubSpot’s Marketing Hub to Improve Patient Education

HubSpot vs. Other Healthcare CRMs: Which is Best for Your Organization?

Why Healthcare Organizations Need a CRM Now More Than Ever

Stay in the Know