Lisa Edwards

Lisa is a Product Marketing Manager at HubSpot. Besides marketing, she is also passionate about art and can often be found hiking, traveling, or wandering around the Isabella Stewart Gardner Museum.
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Recent Posts

March 2019 HubSpot Updates in Less Time Than a Coffee Break

March was yet another month full of new features. In this video, we'll give you a personal tour of all the best.

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Four Updates to Email in Conversations You Don't Want to Miss

Today we’re introducing a ton of slick updates that make using Conversations to manage and send email faster and easier than ever: Read More >>

Use Attachments for Bots to Deliver Targeted Content and More

Now live is the ability for you to upload and send attachments to your site visitors using bots.

Bots are an important part of any conversational strategy. Whether it be your sales, marketing, or customer service teams, bots provide a frictionless and personal process to automatically route your visitors to the answers they need.

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Conversations Live Chat Widget has a New Look Optimized for the Mobile Experience

The live chat widget (including the bot experience) now has a new look and feel. With this update, the live chat widget is now optimized for the mobile and tablet experience and updated to an overall sleeker design. These changes are purely cosmetic and will have no impact on current functionality.

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February 2019 HubSpot Updates in Less Time Than a Coffee Break

February may be the shortest month of the year -- but you wouldn’t know it from all of the exciting product updates going on here at HubSpot. In this video, we'll give you a personal tour of all the best.

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Two Updates to Workflow History for Clear Visibility into Your Workflow Actions

The workflow history page in deal, ticket, company, and quote workflows now has two new features to help you understand your workflows better:

  1. A column with information on the specific action corresponding to each event
  2. A new filter for the workflow events by action type
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[Heads Up] Deprecating Basic Auth in Workflow Webhooks on April 1

Due to security concerns related to storing credentials to other applications, we are deprecating basic auth in Workflow webhooks on April 1.

Many of you use basic auth to verify that webhook requests are coming from HubSpot. Now, we are offering a better, more secure way of verifying webhooks with request signatures.

We plan to fully sunset basic auth on April 1, 2019 for all customers. After that date, any webhooks with basic auth will continue to fire but without the auth credentials. New webhook actions created on April 1 and moving forward will not allow you to use basic auth, only request signatures. Between now and April 1, existing customers will have the option to use both verification methods to help transition:


To help you get started with this new flow, we’ve created documentation on how to set up request signatures. To help facilitate the migration, you’ll be able to use both basic auth and request signatures during the transition period between now and April 1, 2019.  

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January 2019 HubSpot Updates in Less Time Than a Coffee Break

January came and went with several HubSpot product updates. In this video, we'll give you a personal tour of all the best.

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November HubSpot Updates in Less Time Than a Coffee Break

November came and went with several HubSpot product updates. In this video, we'll give you a personal tour of all the best.

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3 New Features That Will Make Importing into HubSpot CRM Better Than Ever

What’s worse than manual data entry? Not many things, but one for sure is manually associating your HubSpot imports to other objects at the painful pace of one at a time. Lucky for you, those days are coming to an end.

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Deepen Insights with Filtering in Customer Feedback

With this update, you now have the ability to deepen the insights you gather from Customer Feedback by filtering results by contact properties.

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October HubSpot Updates in Less Time Than a Coffee Break

October was a busy month for HubSpot product updates. In this video, we'll give you a personal tour of all the best.

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Set it and Forget it: Send Later Email Scheduling in HubSpot CRM

With email, timing can make the difference between a quick response from your lead or having your email get lost in a pile. You don’t want that, do you? There are plenty of benefits to scheduling your email sends, here’s a few examples:

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[Heads Up] Packaging Change to Webhooks in Workflows

What is it?
As of November 1, 2018, the "Trigger a webhook" action in workflows will be available to HubSpot Enterprise customers only. If you are a HubSpot Professional customer before that date, you will be grandfathered and will continue to have the ability to use webhooks.

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[New Video] INBOUND 2018 HubSpot Updates in Less Time Than a Coffee Break

INBOUND is the most exciting time of the year here at HubSpot. It’s when thousands upon thousands of people join us in Boston to hear inspiring and transformative keynotes from folks like Deepak Chopra, Shonda Rhimes, Chimamanda Ngozi Adichie, and more.

INBOUND also marks peak product launch season at HubSpot. In this video, we’ll run you through it all in less time than a coffee break.

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[Now Live] Service Hub, Feedback: Flexibility & Customization Updates

What is it?
A number of feedback updates that make the product more flexible and customizable.

  • The ability to trigger surveys on deal, ticket, and company properties, not just contact properties.
  • Enhanced customization across surveys. You can now fully customize the from name, from address, subject line, and greeting across your surveys.
  • Ability to send one-off customer loyalty (NPS) surveys
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[Now Live] Deal-based and Ticket-based Workflows

What is it?
Workflows that enroll deals and tickets, allowing you to set properties, create tasks, and send email based on those deals and tickets.

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[Heads Up] Workflows Speed Improvements

What is it?
HubSpot has increased the throughput of contacts that can go through workflows by 10X.

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[Now Live] A Single Page for Notification Preferences

What is it?
Now live is the ability to manage all of your notification preferences on a single page.

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[Now Live] Custom Availability for Meetings

What is it?
The latest update brings more flexibility to the meeting booking experience. Now, you have the option to set a custom date range for when meetings can be booked.

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[Now Live] Import, Deduplicate, and Search Objects Using Object ID

What is it?
Now live is the ability to import,deduplicate, and search your contacts, companies, deals, and tickets using an Object ID.

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[HubSpot Connect] - Conversica Integration

What does this integration partner do?
Conversica provides an AI-based sales assistant that engages new prospects in order to increase sales and marketing efficiency.

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[Now Live] Deal Personalization Tokens in Templates and Snippets

What is it?
Now live is the ability to use deal personalization tokens in email templates and snippets.

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[HubSpot Connect] - Zoho Reports Integration

What does this integration partner do?
Zoho is a suite that offers product bundles to solve for CRM, workplace, finance, and IT management.

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[Now Live] 5 Updates to Import You Don’t Want to Miss

What’s New?

No one likes manual data entry - so it’s important that your import process runs as smoothly and efficiently as possible. The new HubSpot import UI does just that.

Now live are some early changes on our way to greatly enhancing the HubSpot import tool. This post breaks down the changes and why we’ve made them.

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[New Video] July HubSpot Updates in Less Time Than a Coffee Break

July was a busy month for HubSpot product updates. In this video, we'll give you a personal tour of all the best.

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[Now Live] Specify a Ticket Pipeline for Customer Support Surveys

What is it?
Now live is the ability to specify a ticket pipeline for customer support surveys.

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[HubSpot Connect] - RightMessage Integration

What does this integration partner do?
RightMessage uses the information you have stored from your subscribers to change your website content and calls-to-action for a more personal experience.

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[Now Live] Send In-App Notifications Through Workflows

What is it?
A new workflows action that lets you send HubSpot notifications to users through the in-app notification center and mobile push.   

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[Now Live] Tickets Required Fields

What is it?
Now live is the ability to customize the info your team collects when a ticket moves from stage to stage. Plus, you can require certain properties to be completed in order for a ticket to move to a specific stage.

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[HubSpot Connect] - Cincopa Integration

What does this integration partner do?
Cincopa offers hosting for your videos, photo galleries, slideshows, music players, podcasts, and more.

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[HubSpot Connect] - Insycle Integration

What does this integration partner do?
Inscycle is a product that cleans, organizes, and updates data.

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[Now Live] Service Hub: Customer Experience Surveys

What is it?
Customer experience surveys are now live inside of Feedback, a tool inside of Service Hub. Customer experience surveys are transactional surveys that help teams understand the satisfaction of their customers at a particular moment in time.

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[Now Live] Make Customer Feedback More Actionable with Customizable Thank You Messages

What is it?
Now live is the ability to customize thank you messages to customers based on the rating they give you in a survey.

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[HubSpot Connect] - CircleLoop Integration

What does this integration partner do?
CircleLoop is a product that enables you to send, receive, record, and track outgoing and incoming calls directly within your HubSpot CRM.

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[HubSpot Connect] - GetSiteControl Integration

What does this integration partner do?
GetSiteControl is a product that enables you to create custom contact forms, online surveys and opt-in forms connected directly to your HubSpot CRM.

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[Now Live] Tickets Personalization Tokens in Templates and Snippets

What is it?
Now live is the ability to use ticket personalization tokens in email templates and snippets.

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[HubSpot Connect] - Retreaver Integration

What does this integration partner do?
Retreaver provides inbound call tracking, routing, and analytics capabilities for your HubSpot CRM.

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[New Video] June HubSpot Updates in Less Time Than a Coffee Break

June was a busy month for HubSpot product updates. In this video, we'll give you a personal tour of all the best.

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[HubSpot Connect] - LeadDyno Integration

What does this integration partner do?
LeadDyno is a product that enables you to recruit marketing affiliates and leads - then import their contacts into your HubSpot CRM.

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[HubSpot Connect] - Visible Integration

What does this integration partner do?
Visible is a product that enables you to gather and visualize your HubSpot data alongside other data sources in reports for quick and comprehensive data insights.

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[HubSpot Connect] - Typeform Integration

What does this integration partner do?
Typeform is a product that enables you to create mobile-ready quizzes, contact forms, and signup forms that automatically sync with your HubSpot CRM.

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[Now Live] Restore Deleted Contacts, Companies, and Deals with Recycle Bin in HubSpot CRM

What is it?
Now live is the ability to restore deleted contacts, companies, and deals from a recycle bin in your HubSpot CRM within 90 days of the original deletion.

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[HubSpot Connect] - Elixir Integration

What does this integration partner do?
Elixir is a product that enables you to visualize the locations of your HubSpot CRM contacts using Google Maps.

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[HubSpot Connect] - Skyvia Integration

What does this integration partner do?
Skyvia is a product that enables you to integrate, backup and manage HubSpot data without any need for coding.

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[HubSpot Connect] - Slack Integration

What does this integration partner do?
Slack is a digital workplace that connects you to the people and tools you work with everyday. Tools like HubSpot.

Sales is all about building relationships, but it can be difficult to form those relationships when a rep has to spend precious time completing menial tasks. In fact, a recent report from HubSpot Research found that reps spend up to a quarter of their day on tasks like writing emails and data entry. Software should exist to help minimize that time spent, not create extra steps. HubSpot's Slack integration aims to do just that.

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[Now Live] Forced Required Fields When Creating a Contact in for Gmail and Outlook

What is it?
Now live is the ability for your HubSpot admin to set forced required fields for creating a new contact on the HubSpot sidebar in Gmail and Outlook.

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[Now Live] Visual Refresh of the Lists Tool and Activity Filters

What is it?
The Lists tool has been visually refreshed, and also includes the ability to segment contact lists based on meetings, live chats, tasks, notes, one-to-one emails, and phone calls.

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[New Video] May HubSpot Updates in Less Time Than a Coffee Break - Special Edition

May brought along an explosion of product updates from HubSpot - including a brand new product line. In this video, we'll walk you through a quick roundup of the most exciting HubSpot product updates so far this year.

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[HubSpot Connect] - Workplace by Facebook Integration

What does this integration partner do?
Workplace by Facebook is a space for teams to share ideas, brainstorm and achieve more together. More than just a collaboration tool, Workplace connects organizations of every size to familiar features like chat and groups, as well as integrates with the business tools people use every day to get work done.

Sales reps are busy. With the HubSpot integration for Workplace, reps don’t have to waste precious time switching between platforms. All of the information they need is delivered where they are, when they need it.

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