What's New:  HubSpot Product Updates for April 2023

Sometimes it's the little things that make a big difference.  In April HubSpot made several updates that seem small on the surface, but these changes will help make your day-to-day use easier and improve frequently repeated processes.  

If you are a user that frequently imports similar data, you definitely want to read on!
Colored Ticket and Deal tags

Enhance your ticket and deal management with the new feature that allows you to create colored tags. This update makes it easier for users to visually scan the views and prioritize deals or tickets based on their importance. Super admins can create up to ten tags that are based on a set of conditions of your choosing. These colored tags will appear on the board only when the specified conditions are met.

Sales or Service Hub Starter users can apply tags to all pipelines while Sales or Service Professional & Enterprise users can apply them to a specific pipeline.  For example; with the ability to create colored object tags based on certain criteria, you can set up a green deal tag called Large Deal and assign it to any deal with an Amount value greater than $10,000. Each account can have up to 10 tags for each object, but a user must hold super admin permissions to create or edit object tags.

Learn how to create deal and ticket tags here.

(For Sales Hub users)

"or" Filtering on Index pages

The latest update on HubSpot's Index pages now allows users to segment their data using 'OR' filters, in addition to the previous 'AND' filters. This means that users can now create more specific and targeted views of their data by applying multiple 'OR' filters to their search. In addition, the 'Quick filters' feature has been separated from the 'Advanced filters' section, making it easier to locate and apply filters based on their complexity. This added functionality streamlines the process of data analysis, allowing users to quickly and easily access the information they need to make informed decisions.

Note: Existing views with saved quick filters will not change - but the quick filters will be separated out from the 'Advanced filters' in the filter panel. 

Learn more about filtering on index pages here. 

(For all users)

Repeat a past import

HubSpot's import template feature is a game-changer for users that frequently import data. With this new tool, you can save time and ensure accuracy by using a previously completed import as a template for future imports.

For example, if your team needs to import customer information regularly, you can create a template that includes the necessary columns and data formats. Then, each time you need to import new information, you can simply use the template and the data will be automatically mapped to the correct contact properties. This feature not only saves time but also reduces the risk of errors that can occur during manual data mapping. To get started with the import template feature, all you need to do is ensure that your new import file matches the template file exactly in terms of column headers, order, and formatting. 

See how to use the repeat a past import feature here.

 (For all users)

moving the help button

The HubSpot Help button in the bottom right corner will be changed to a '?' icon and moved to the top navigation menu.  This is a small change but important to note so that you can continue to get the help you may need. 

(For all users)

Request approval for sending marketing email

Internal communication between marketers just got a little easier.  By enabling email approval requests in your HubSpot account marketers can automatically notify stakeholders and prompt them to review the email before it is sent. Once activated, approval will be required for all users except super admins, who can still request approval from others in the account.

If you want to test out this process without disrupting other users in your account from publishing emails normally, you can try it out in a standard sandbox account. 

Learn how to turn on the request approval feature here.

(For Marketing Hub Enterprise users) 

name your phone numbers

With the latest update, HubSpot users can now create a personalized "Name" field for their phone numbers, which will be displayed alongside the corresponding number in their account. This  feature allows users to easily identify specific phone numbers and better understand their purpose, ultimately improving communication and increasing efficiency during outbound calls.

(For Sales Hub and Service Hub Pro+ users)