In this recorded webinar, the HubSpot specialist team from Simple Strat, a Diamond HubSpot agency partner, covers the newest tools and how to put them to work. Need a helping hand? Hire us to fix, build and grow in HubSpot: https://hubs.ly/Q016XfN60
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This video is a replay from the New & Now webinar series where we explore HubSpot’s latest product updates and how you can start using them to get more value from your HubSpot portal.
What we covered:
- The latest changes in HubSpot, including data entry suggestions, using Copilot during calls, and the ability to use multiple AI voices in a podcast episode
- Ways to use the new features for more efficiency and better results
- Answers to your questions about what's changed and what HubSpot's updates can do
Find a specific update:
00:00 Introduction
04:28 Quickly Exclude Records from Active Lists in HubSpot
06:40 Default From Address for CRM Email in HubSpot
07:40 Team Email Respects Team Never Log List in HubSpot
08:27 Bulk Update User Email Domains in HubSpot
09:14 Updates to HubSpot CRM Object Merges
12:31 Receive Inbound Calls via Calling Apps in HubSpot
13:47 HubSpot's Mobile Chat SDK
14:48 Conditional Formatting in Table Visualizations within Custom Reporting
16:48 Convert Active to Static Lists in HubSpot
18:02 HubSpot Data Entry Suggestions
20:30 Use Association Labels in Create Record & Create Task Workflow Actions
22:59 Use Workflows to Register Contacts for Microsoft Teams Webinars in HubSpot
24:31 Contact Search for Outbound Dialer in HubSpot
25:10 Chat with Copilot During Live Calls in HubSpot
27:10 Boost Your IVR: Add Submenus & Reporting Insights
28:16 Create Chars with External Data in UI Extensions
29:21 Manage View and Edit Property Access in HubSpot Workflows
31:23 Use Multiple AI Voices in a Podcast Episode with HubSpot
32:28 URL Personalization Token Support in Email with HubSpot
34:21 DND Areas in Custom Email Templates
35:52 HubSpot Mobile Lead Summary Pipeline Widget
37:10 SUNSET: Automatic Ticket Assignment for Sales-seated Users in Help Desk
37:46 Content Recommendations for Inbound Calls in HubSpot
38:54 Connect HubSpot Tickets to Microsoft Teams and Sync Replies
39:38 Ticket Splitting in HubSpot Help Desk
40:55 Rule Performance and Matching Ticket Look Up
41:58 Create Payment Links & Subscriptions From Line Items in HubSpot Deals
42:26 Store Payment Method for Future Charges with HubSpot Commerce Hub
44:11 Automated Email Reminders for HubSpot Invoices
45:01 Undo Reject in HubSpot's Duplicate Management Tool
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📚ADDITIONAL RESOURCES:
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Register for one of our upcoming webinars ➡️ https://simplestrat.com/webinars/
👉🏻 Need some more help with HubSpot? Or training for your team? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is the unofficial weekly YouTube series hosted by the HubSpot consultants at SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke (https://twitter.com/alischwanke)
🙎🏼♂️ Tyler Sprunk (https://twitter.com/getsprunk)
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit https://hubs.ly/Q016XfN60
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DISCLAIMER:
This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc.
The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video.
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