pot June 2023 releases: the manager’s guide

HubSpot released new features in June, including AI Content Assistant tools, reporting improvements and HubSpot Payments.

Managers should be aware of the following updates:

• Content Assistant in Additional Tools (Beta)
  • Conversations inbox
  • HubSpot Sales Chrome extension for Gmail
  • Mobile AI Sales Email Generation (iOS Only)
  • Page title and Meta description generation
  • Create and edit content to be used on blogs, websites landing pages, articles from the knowledge base, marketing emails, and blogs
  • Use the Content Assistant by highlighting and slashing commands
• Release of Payment
  • Google Analytics now includes a payment checkout page
  • Subscribe to our newsletter
  • Subscriber records can be edited to include buyer contact information
• Reporting improvements
  • Analyses at the sequence level and reports on meeting rates (beta).
  • Calculated Property Formula Builder
  • Reports on customer journeys include stages of the deal and meetings
  • Ad tracking for Linkedin Carousel Ads
  • Mark the quote as signed
• Global Privacy Control Support (beta).
• Booking meetings by rotating round-robin (beta).
• Copy and paste action from one workflow into another
• Spam Submission Tool for Forms

AI Content Assistant Beta: More Tools

HubSpot’s AI Content Assistants AI generative capabilities have been improved to make content creation easier. Since May , Content Assistance is available for social media. These enhancements include:

• Answering frequently asked questions by customers in Conversations Inbox.
• Create sales emails using generative AI on iOS devices to reduce typos.
• HubSpot Sales Chrome extension for Gmail allows you to create personalized sales emails.
• Create SEO optimized page titles, meta descriptions, and post titles for landing pages, blogs, and website pages.
• Create outlines, introductions and conclusions for blogs and landing pages.
• Get suggestions on how you can edit content for blogs, landing pages and knowledge base articles.
• Use the Content Assistant in many HubSpot products by using slash commands and highlight commands.

View videos on the Content Assistant features of Marketing Hub Sales hub and Service hub.

Releases for Payments and Subscriptions

Google Analytics now shows data from the checkout page for HubSpot.

Quickly find the right context and actions for recurring customers using the new <a href="https://knowledge.hubspot.com/payments/manage-subscriptions-for-recurring-payments#:~:text=View%20subscriptions%20on%20the%20subscription%20index%20page&text=To%20view%20the%20index%20page,based%20on%20the%20Status%20property. Subscriptions index page. Subscriptions could not be accessed in one location, but only on their associated records.

Use the new release of the buyer contacts on subscription records to send subscription-related email to the correct buying contact. It is particularly useful if you have a high employee turnover rate and the subscription payment point of contact changes often.

Reporting updates

step level analytics and the meeting rate report (beta version) will help you better understand your sequences’ performance, how well your sales team executes sequences and which steps in a sequence result in booked meetings.

Customer Journey Mapping Report now includes sales stages and meeting outcomes to better represent your customers’ unique actions.

Use the advanced Formula Builder for Calculated Properties to gain deeper insights into your reports and make better business decisions.

Use the new tracking LinkedIn Carousel ads within HubSpot to improve your reporting of return on ad spending. HubSpot will display these interactions on the contact record. They can be used to alert a member of your sales team to send an email. API limitations previously prevented tracking.

If you are using a quote signing tool other than HubSpot’s electronic signatures, you can filter and report on deal stages with greater accuracy by manually changing the status of your quote to “Signed”. Previously, it was not possible to edit this status. This required HubSpot’s eSignature tool.

Improved Global Privacy Control Beta

HubSpot’s new release will allow you to ensure that your website is in compliance with the most recent privacy laws by processing Global Privacy Control actions from visitors to your site who have already set their data-sharing preferences on their browser or extensions. They do not need click individual cookie banners. Global Privacy Control is required by California Consumer Privacy Act and Colorado Privacy Act.

Booking meetings by rotating round-robin (beta).

Your sales team can now choose a round-robin meeting rotation to know who is next in line for a meeting if they book meetings on behalf other team members. This was done using external tools and the meeting link pages. It wasn’t efficient, nor did it capture the same data to report on your team. View a video for more information.

Copy actions from one workflow into another

Spam detection for form submissions

can automatically move potential spam submissions to their own area for review or action in bulk. This ‘holding tank” will hold all form submissions with URLs in the Name property before they are entered into the CRM to create records. After 90 days, the submissions are automatically deleted.

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