HubSpot's Latest Updates: What's New and How to Use It
HubSpot is always rolling out new features to help your business thrive, and this batch of updates is no exception! We're talking about everything from smarter contact recovery to enhanced social analytics and even better financial management. Let's dive into what's new and how you can leverage these changes to make your HubSpot portal work even harder for you.
Smarter Contact Deletion Recovery
Ever accidentally delete a bunch of contacts? It happens to the best of us! HubSpot's recycle bin has always been there to catch those oops moments, but now it's gotten a whole lot smarter.
What's New: Restore Deleted Contacts by Workflow in Public Beta
Previously, when you needed to restore deleted contacts, you could only filter by date. This often meant bringing back a whole mess of unwanted deletions along with the contacts you actually needed. Not ideal, right?
Now, in public beta, you can filter and restore contact deletions in the recycle bin by both the user who deleted them and the workflow source. This gives you incredibly precise control over which records you recover. Imagine a workflow gone rogue, deleting hundreds of contacts. Instead of sifting through everything, you can pinpoint exactly what that workflow did and undo only those specific deletions.
Why It Matters for You
This update is a massive time-saver and risk-reducer. If a bulk deletion, whether by a user error or an automation mishap, mistakenly removes contacts, you can now:
- Pinpoint the problem: Easily identify contacts deleted by a specific user or workflow.
- Restore with precision: Only bring back the contacts you need, avoiding the clutter of irrelevant records.
- Save valuable time: No more sifting through pages of deletions to find what you're looking for.
Actionable Takeaway
If you're an admin, this is a game-changer for data integrity. Opt into the public beta and familiarize yourself with the new filtering options in your recycle bin. It's like having an Undo button with a surgical strike capability!
Enhanced Financial Transparency with 0% Tax Rates
For businesses dealing with sales tax, clarity is king. HubSpot's latest update brings more transparency to your financial documents.
What's New: Display Support for 0% Tax Rates
You can now display 0% tax amounts across quotes, checkout, invoices, and payment links. This applies whether you're using HubSpot's automated sales tax (AST) or configuring your own tax rates through the tax rate library.
Before this update, if tax was assessed at 0%, HubSpot wouldn't display it at all. For users configuring their own rates, you couldn't even create a 0% rate! This left buyers wondering if tax was calculated or simply overlooked.
Why It Matters for You
This update improves transparency and builds trust with your humans. By clearly showing a 0% tax rate, you're communicating that tax was indeed assessed, even if the amount is zero. This helps to:
- Reduce confusion: Buyers understand the tax calculation process.
- Build trust: Your financial documents are more transparent.
- Improve documentation: Clearer billing records for everyone.
Actionable Takeaway
Review your quote, checkout, invoice, and payment link templates. If you operate in regions with 0% tax rates, you can now configure and display them, providing complete clarity to your buyers. This is a small but mighty detail that can make a big difference in human experience.
Flexible Team Management in Help Desk
For Service Hub users, managing tickets efficiently across teams is crucial. HubSpot's making it easier to keep your support workflows aligned.
What's New: Assigned Teams Are Now Editable in Help Desk
You can now directly edit a ticket's assigned teams within the help desk workspace. This means you have more control over which teams are responsible for a ticket and where that ticket appears in different team views.
You can change assigned teams from the "About this ticket" panel, inline from help desk table views, and even through workflows using the "rotate record to owner to team" action (not via "edit record"). Remember, only teams with at least one main team member with a Service seat will appear as options.
Why It Matters for You
This update brings assigned teams in line with other core ticket properties, giving support managers much-needed flexibility. Previously, assigned teams could only be set automatically through routing, leading to misrouted tickets and misaligned ownership. Now, you can:
- Correct misrouted tickets: Easily fix errors in ticket assignment.
- Reassign work: Shift tickets between teams as priorities change.
- Improve visibility: Ensure tickets appear in the right spaces for collaboration.
- Align workflows: Keep your team processes smooth and efficient as you scale.
Actionable Takeaway
Service Hub Pro and Enterprise users, rejoice! Train your support humans on how to utilize this new editing capability. Review your existing ticket routing workflows and consider how this new flexibility can improve your team's efficiency and ticket resolution times.
Upgraded Social Analytics and Custom Reporting
Social media is a powerful tool, and now HubSpot's giving you even better ways to understand its impact.
What's New: Upgraded Social Analytics (Public Beta) & Social Metrics in Custom Report Builder
The enhanced social "Analyze" tab offers a brand new set of insightful, ready-to-use reports. You can quickly see key metrics in categories like growing your brand, driving engagement, tracking leads from social, optimizing your content, and a general performance overview. This makes it easier than ever to understand your social media ROI.
Even better, you can now unlock your social media data directly within the custom report builder! This allows you to build customized reports using a wide array of social media metrics, gaining deeper insights into your performance across networks. Key metrics available include engagements, reactions and likes, impressions, video views, comments, saves, link clicks, and reach.
Why It Matters for You
These updates solve the problem of sifting through complex data or being limited by predefined reports. You now get:
- Actionable insights: Straightforward reports highlight what's working.
- Proof of ROI: Easily demonstrate the value of your social efforts to stakeholders.
- Deeper analysis: Create tailored reports specific to your business goals, comparable to dedicated social media analytics tools.
Critical Limitation Alert: For the upgraded social analytics, historical data is only available from July 1st, 2025, or the date your social account was connected if it was after July 1st, 2025. To access older historical data, you'll need to opt out of the new analyze tool and return to your social reports.
Actionable Takeaway
Marketers, this is huge! Opt into the public beta for the upgraded social analytics. Explore the new reporting categories to quickly grasp your social media impact. For advanced users, dive into the custom report builder and start creating bespoke reports that align perfectly with your specific social media goals. Just be mindful of that historical data limitation!
Streamlined Financial Operations with Credit Memos (Private Beta)
Managing financial records can be complex, but HubSpot is continually working to simplify it, especially with integrations.
What's New: Credit Memos - QuickBooks Online Data Sync (Private Beta)
This feature enables syncing credit memos from HubSpot to QuickBooks Online, including line items, discounts, and automated sales tax. What's even better is that credit memo applications to invoices will also sync bi-directionally between HubSpot and QuickBooks Online. Did you even know you could do credit memos in HubSpot? Now you do!
Why It Matters for You
Before this, you had to manually recreate credit memos in both HubSpot and your accounting system, leading to duplicate work and potential errors. This new functionality means you create credit memos once in HubSpot, and they automatically appear in QuickBooks Online, maintaining accurate financial records across both systems. This is a big step towards a more unified commerce experience.
Actionable Takeaway
If your business uses credit memos and QuickBooks Online, this private beta is a must-explore. Contact your HubSpot account manager about gaining access to this beta. Streamlining this process can save your finance team significant time and reduce manual data entry errors.
More Control Over Quote Templates
Quotes are a crucial part of your sales process, and standardizing them can save your sales team a lot of headaches.
What's New: Edit Seller, Company, and Contact in Quote Templates
You can now change who the seller, contact, and company are directly in your quote templates. This gives you more flexibility and control over the information presented on your quotes and allows you to standardize this information at the template level. Additionally, you can now display a seller's contact phone number.
Why It Matters for You
This update means you can set the seller, company, and contact information at the template level, and all quotes created from that template will inherit this information. This is incredibly helpful for businesses that represent multiple sub-companies or brands with different names, addresses, and contacts. No more redundant editing for sales reps at the quote level!
Actionable Takeaway
Sales leaders and HubSpot admins, review your quote templates. If you have different business units or brands, create specific templates for each, pre-filling the seller, company, and contact information. This will standardize your quoting process, reduce errors, and free up your sales reps to focus on selling.
Keep Building Something Amazing!
HubSpot is continuously evolving, and staying on top of these updates helps you get the most out of your platform. Remember, you probably already own the solution you're looking for in HubSpot; sometimes you just need to wake up to it! Keep exploring, keep learning, and keep building amazing things for your business.
