What's New:  HubSpot Product Updates for May 2023

In today's business world, collaboration among team members is essential for success. That's why HubSpot's May updates offer additional ways to collaborate with your team, making it easier to share ideas and work together seamlessly. With more detailed tracking for Campaigns, you can now see where your money is best spent, giving you greater control over your marketing budget. And with additional goal-setting options, you can tailor your approach to achieve greater success. These updates are especially important in today's economic climate, where many industries are experiencing tighter budgets and a greater need for meeting sales goals. With HubSpot's May updates, you can stay ahead of the game and achieve your goals with ease.

Approvals for sending marketing emails

By enabling email approval requests, you can streamline communication between marketing email designers and other users in your HubSpot account. This feature triggers an automatic notification to stakeholders, prompting them to review the email before it goes out.

Once activated, all users will need approval except for super admins. However, super admins can still choose to request approval from other users in the account.

To test the email approval process without disrupting other users' email publishing, simply turn on email approvals in a standard sandbox account.

Learn how to turn on and use approval requests here.  

(For Marketing Enterprise users)

book meetings on behalf of other users

The latest meetings feature from HubSpot is a game-changer for users who need to schedule meetings on behalf of their colleagues. This feature streamlines the booking process and provides clarity on who is booking meetings for whom, making it easier for teams to collaborate and stay on top of their schedules. With the ability to filter reports by both the "created by" and "assigned to" fields, this feature offers valuable insight into the booking patterns of business development reps and account executives. This can help teams identify areas for improvement and optimize their scheduling process. Whether you're a sales rep or a service agent, this feature is a must-have for anyone who needs to schedule meetings on behalf of others. 

Learn how to schedule a meeting for another user here. 

(For Sales Pro & Enterprise users)

Track individual campaign budget and spend items

HubSpot has upgraded how you track and manage Campaign budgets and spending.  Each Campaign now includes a dedicated "budget" space to help track individual Campaign budgets and spend items.  This feature will help you see where your money is best spent. 

This new functionality allows you to:

• Track detailed Campaign budget and spend information via individual line items
• Track the total Campaign budget and spend per Campaign
• Track the remaining budget considering the Campaign spend 
  

 (For Marketing Pro & Enterprise users)

Custom goals for custom objects

Customizing goals has never been easier! With the latest update from HubSpot, custom goals can now be created for all custom objects and numeric properties. This feature is accessible through the Custom Goals wizard in the Goals App, enabling users to track and analyze marketing metrics with greater precision and accuracy. Whether you're looking to track leads, conversions, or other key performance indicators, this new functionality allows for a more tailored approach to goal setting. By empowering users to create custom goals for specific campaigns, events, or initiatives, HubSpot is helping to drive greater success for marketing teams and businesses alike. 

Learn more about Custom Goals here. 

(For Sales Hub Enterprise and Service Hub Starter+ users)

drag and drop collaboration sidebar in dashboards

This latest update from HubSpot is a game-changer for users who need to collaborate on projects in Dashboards. With the new drag and drop version of the collaboration sidebar, teams can easily share ideas and feedback in real-time, making it easier to manage and track progress on projects. Whether you're a marketer, sales rep, or service agent, this feature is a must-have for anyone who needs to work collaboratively with others in Dashboards. By empowering users to work together seamlessly, HubSpot is helping to drive greater success for teams and businesses alike. 

Learn how to add comments to your assets here.

(For All Pro+ users)