Multiple Main Teams: Unlock Full User Functionality
This is a major update currently in private beta, and it's a game-changer for how your humans operate within HubSpot. Previously, if a human was part of more than one team, they could only be a "full member" of a single main team. This led to frustrating limitations in routing and workflows, especially for organizations with humans working across different regions or functions.
What's New?
Humans can now be fully functional members of multiple teams in HubSpot. This means equal access to routing and workflows across all assigned teams. HubSpot has clarified that meetings round-robin functionality isn't yet supported for multiple teams, but the core functionality is there.
Why Does This Matter to You?
- No More Artificial Limitations: Say goodbye to the friction caused by limited capabilities for cross-functional humans.
- Improved Collaboration: Your humans can seamlessly contribute to multiple teams without workarounds.
- Better Ticket Coverage: Ensure consistent and predictable routing behavior. No more confusion about why certain humans were excluded from assignment pools.
- Reliable Routing: Workflow logic and routing rules will behave consistently, as all team members are now fully functional.
Actionable Takeaway: If your organization has humans working across various teams or regions, this update will dramatically improve their efficiency and your operational clarity. Keep an eye out for its public release and start planning how you'll leverage this enhanced flexibility in your team structures and workflows!
Video Capture: Record Videos Directly in HubSpot
Get ready to slim down your tech stack! This fantastic update, now in public beta, brings video recording directly into HubSpot. No more toggling between tools, uploading files, or switching devices just to create a simple video.
What's New?
You can now record videos without ever leaving HubSpot. This built-in functionality removes the need for third-party apps, external uploads, or device switching.
Why Does This Matter to You?
- Time Savings: Eliminate the friction and time wasted by constantly moving between different video tools.
- Streamlined Workflow: Keep all your sensitive work content within HubSpot, off personal devices, and integrated with your existing processes.
- Increased Video Adoption: This makes it incredibly easy for sales and marketing humans who might have been hesitant to create videos before to jump right in.
Common Use Cases:
- Personalized bottom-of-funnel sales videos.
- Quick product demos and walkthroughs.
- Engaging social media content.
- Customer onboarding tutorials.
Actionable Takeaway: Start experimenting with HubSpot's native video recording immediately! Integrate it into your sales outreach, marketing campaigns, and customer service processes. Think about how you can leverage this for one-to-one video communication, especially when combined with other HubSpot features like Projects and the Dscript integration.
Enhanced Email Property Validation
This private beta update brings a much-needed layer of data cleanliness to your CRM with a dedicated email property type. While it's not for default HubSpot email properties, it's a big win for custom ones.
What's New?
You can now create custom email properties with built-in validation options. This includes checks for a valid email format (like requiring an "@" symbol and a proper domain structure) and the ability to restrict values to specific domains.
Why Does This Matter to You?
- Clean Data: Prevent invalid or malformed email addresses from entering your CRM, ensuring your data is accurate and reliable.
- Enforce Business Rules: Use domain restrictions to control which email addresses are accepted, like only allowing company emails for internal records.
- Effective Processes: Accurate email data is fundamental for successful sales, marketing, and service operations.
Actionable Takeaway: Think about those "billing@yourcompany.com" or "accounting@yourcompany.com" email addresses that often end up on contact records. This feature allows you to create specific custom email properties for these scenarios on company records, keeping your primary contact email data pristine. Consider where you're currently collecting custom email data and how these validation rules can improve your data quality.
Restore Deleted Contacts by User or Workflow
Accidental deletions happen, especially with bulk actions. This public beta update gives you much more precise control over recovering those lost contacts.
What's New?
The recycle bin now allows you to filter and restore contact deletions by both user and workflow source. This means you can pinpoint exactly which contacts were deleted by a specific human or an automated workflow.
Why Does This Matter to You?
- Targeted Restoration: No more restoring unwanted deletions alongside the contacts you actually need.
- Time Savings: Quickly identify and recover only the contacts affected by a problematic source.
- Reduced Risk: Avoid reintroducing irrelevant records into your CRM.
Actionable Takeaway: If you've ever faced the headache of an accidental bulk deletion, this feature is for you. Familiarize yourself with the new filtering options in the recycle bin. This will save you significant time and stress when those inevitable "oops" moments occur.
Seamless CRM Data Restoration
Building on the theme of data safety, this public beta feature is like a "Ctrl+Z" for your CRM, giving you the power to undo recent changes quickly and efficiently.
What's New?
HubSpot now automatically captures the last 20 versions of your CRM data (45 for contacts specifically) for up to 14 days. This allows you to undo any unwanted changes to property values.
Why Does This Matter to You?
- Data Integrity: Protect your valuable CRM data from human error or accidental updates.
- Quick Fixes: Revert unwanted changes without time-consuming property history exports and imports.
- Maintain Accuracy: Keep your CRM data clean and reliable directly within HubSpot.
- Reduced Downtime: Address data issues quickly, improving efficiency in managing your CRM.
Actionable Takeaway: This is a powerful safety net, especially for enterprise-level portals. Educate your team on this feature so they know they can quickly correct mistakes. Encourage them to explore the history of records and properties, knowing that recent changes can be easily undone.
Chrome Extension Now Supports Calling
No more juggling browser windows for your calls! This update brings the HubSpot calling experience directly into your Chrome extension, streamlining your communication workflow.
What's New?
The HubSpot Chrome extension now manages your calling connection seamlessly in the background. This applies to both first-party and select third-party calling users.
Why Does This Matter to You?
- Eliminate Friction: You no longer need to keep a separate browser window open to make or receive calls using the HubSpot dialer.
- Improved Efficiency: Maintain your calling connection seamlessly, allowing for a more focused and productive workflow.
Actionable Takeaway: If your humans are frequently making calls through HubSpot, ensure they have the latest Chrome extension installed. This will significantly improve their calling experience and reduce the need to switch tabs or windows, helping them stay focused on their conversations.
Exclude Weekends from Time Between Calculated Properties
Finally, more accurate reporting for those crucial operational metrics! This update lets you define what "working time" truly means for your team.
What's New?
You can now exclude weekends (defined as 12:00 a.m. Saturday through 11:59 p.m. Sunday based on your account's time zone) when using time between calculated properties. This option is available when creating or editing these properties.
Why Does This Matter to You?
- Accurate Reporting: Get a truer reflection of actual working time for metrics like response times, resolution times, and internal SLAs.
- Eliminate Workarounds: No more manual adjustments or complex workarounds to account for non-working days.
- Clearer Insights: Gain better understanding of how long work truly takes during business days.
Actionable Takeaway: Review your existing time between calculated properties, especially those used for service-level agreements (SLAs) or operational efficiency tracking. Update them to exclude weekends for more precise and meaningful reporting. This will give you a clearer picture of your team's performance during active business hours.
Tasks App Rebuilt on CRM Framework
This is a private beta update that we're incredibly excited about, even if we can't request access just yet! The tasks app is getting a massive upgrade.
What's New?
The tasks app has been rebuilt on the HubSpot CRM framework. This means it will behave consistently with other CRM objects like contacts, deals, and companies, offering familiar views, filtering, and organizational tools.
Why Does This Matter to You?
- Consistent Experience: Manage tasks using the same intuitive patterns you use for other CRM objects.
- Enhanced Organization: Filter, sort, and group tasks in powerful new ways.
- Flexible Management: Adapt task management to perfectly match your team's existing workflows.
- Future Potential: This rebuild lays the groundwork for even more advanced task management features, including custom properties and potentially even Gantt charts.
Actionable Takeaway: While we can't access the beta yet, this is a huge sign of things to come for task management in HubSpot. Start thinking about how your team currently uses tasks and what new organizational possibilities this framework will unlock. This is the beginning of a much more robust and integrated task experience!
