Carrie Gallagher

Independent HubSpot Consultant & Solutions Partner

HubSpot Feature Releases

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HubSpot’s Customizable CRM Record Title Cards Are a Small Change With a Big Impact

HubSpot has rolled out a new public beta that lets admins customize the title card at the top of CRM records, and I think this is one of those seemingly small updates that is going to make a meaningful difference for teams with more customized HubSpot portals.

Until now, HubSpot determined which properties appeared in that prominent area at the top of a record. You could customize the cards underneath it, but the title area itself was largely fixed.

With the Customizable Title Card on CRM Records beta, admins can now add up to five custom properties to that space, so the information your team cares about most can be visible immediately.

And I already have a client use case that demonstrates exactly why this matters.

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HubSpot’s ChatGPT Ads Integration Could Be One of Its Most Important Advertising Updates

HubSpot is testing a new integration that allows marketers to connect a ChatGPT Ads account to HubSpot, create campaigns, review performance, track revenue, and automate follow-up alongside their other advertising channels.

The feature is currently in beta, so HubSpot customers must request access before they can begin using it.

As a HubSpot consultant, I think this is an important update for reasons that go well beyond convenience. It has the potential to connect one of the newest digital advertising channels directly to the CRM, where businesses can evaluate whether their advertising is actually generating contacts, customers, and revenue.

That is much more valuable than simply seeing clicks and impressions in another advertising dashboard.

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HubSpot’s October releases: A manager’s guide

Customer journey analytics, which promises to enable users to grow and retain revenue more effectively, highlights HubSpot’s October releases.  

The ability to customize lifecycle stages and goals for business-specific success metrics was also introduced last month, along with improvements for importing complete sales activity to HubSpot, tracking campaign spend and exporting campaign data.

In addition, several HubSpot Payment improvements were rolled out and data governance was improved for better security, compliance and trustworthy reporting.

[Read more…] about HubSpot’s October releases: A manager’s guide