HubSpot is constantly working to improve its existing features and offer new tools for your marketing and sales toolbox. We’ve rounded up three of the most exciting new HubSpot features that are designed to enhance your marketing, sales, and service experiences by integrating more automation and external content capabilities into your workflows.
Let’s explore these functionalities and how they can benefit your business operations.
1. Schedule Workflows to Turn Off Automatically
One of the standout new features in HubSpot is the ability to schedule workflows to turn off automatically. This is particularly useful for events with a definite end date, like webinars or promotional campaigns. Previously, users had to manually deactivate workflows, which could lead to oversight and unnecessary continuation of actions.
With this update, you can set an exact date and time for the workflow to cease operations, ensuring that your marketing efforts are as timely and efficient as ever. This feature not only helps manage event-based workflows efficiently but also maintains cleaner data by preventing outdated or irrelevant actions.
For a detailed guide on how to set this up, visit the unenrollment and suppression tab in the workflow settings section of your HubSpot account.
2. Adding External Content to Reporting Dashboards
HubSpot has expanded its dashboard capabilities to include external content, such as Power BI reports, Excel spreadsheets, and Google Docs. This feature is a game-changer for businesses that rely on a variety of data sources for comprehensive reporting and analytics.
By integrating external reports directly into your HubSpot dashboard, you can view all your metrics in one place without the need to switch between platforms. This not only saves time but also provides deeper insights by correlating data from different sources. Whether you’re analyzing marketing results or tracking sales performance, having all your information in one spot will streamline your decision-making process.
To get started with adding external reports to your dashboards, follow these instructions from HubSpot.
3. Sync Property Type Update
The new Sync Property Type update is another game-changer for businesses looking to streamline their data management processes. By allowing the
automatic copying of property values across objects, this feature eliminates the need for manual data entry and ensures that two properties stay in sync without any extra effort.
With this update, users have more control over how data is synchronized between different HubSpot object records. This level of granularity is essential for maintaining data integrity and making sure that all team members have access to the most up-to-date and relevant information at all times. Sync Property Type will not only save time and reduces the risk of errors, but also enhances collaboration and decision-making within your organization.
For more details on how to utilize this feature, check out the latest product update.
The latest innovations from HubSpot showcase their dedication to ongoing enhancement and customer delight. By streamlining operations and bolstering integration functionalities, HubSpot empowers businesses of every size to boost their productivity and impact. Stay engaged for further advancements and keep refining your strategies with these cutting-edge features!
Ready to supercharge your marketing, service, and sales efforts with HubSpot? Contact Us and let’s get started!
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About the Author: Allison Bischoff
As Gate 39's Director of Marketing, Allison is responsible for supervising strategy and execution for Gate 39's marketing clients, integrating marketing technology and CRM tools, like HubSpot and Salesforce, for seamless data flow, operational tasks and complex reporting.
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