Product Updates > Sales Featured Updates

Reorder and Minimize Cards on Contact, Company, and Deal Records

Information is important. But not all information is equally important to every member of your team. Your sales reps might spend their energy working deals, while your marketing team might focus more closely on basic contact and company demographics. The better your HubSpot records reflect your priorities, the less scrolling you’ll have to do and the quicker you’ll be able to do your job.

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GrowthBot, your soon-to-be BFFL, is now available on Slack!

How was organic traffic last week? What keywords is your competition ranking for? What software does your competition use? What is Hotjar?

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"Company Insights" Tab in Prospects to be Removed on 9/1

At HubSpot, we’re always looking to move your inbound marketing and sales processes forward. Sometimes, that means creating new tools — in the past few months, you’ve seen things like Team Meetings, a brand new iOS app for HubSpot CRM, multiple pipelines, a redesigned Sequences editor, and more. Other times, it means making the difficult choice to sunset tools. 

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Improved Integration: Your Inbox and HubSpot CRM Are Better Together

We’ve made significant improvements to the way Gmail and Office 365 integrate with HubSpot. This new, two-way integration means that any email you send through the CRM will appear in the sent folder of your inbox. Any replies to that email will also be logged in the CRM:

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Meet GrowthBot from HubSpot Labs!

When you’re growing a business, your day is filled with countless to-dos, questions, and data-pulls. These needs arise all the time and not always at the most convenient times. GrowthBot makes you just a little bit faster at doing just about anything.  

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Four Updates to Contact, Company, and Deal Records

When you’re digging into your contacts, companies, and deals, you need quick and easy access to all the information you have about them. The faster you can find the information you need, the more efficiently and effectively you can follow up with your leads.

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Booking Meetings Just Got Easier...

Team Meetings, the newest addition to HubSpot Sales, makes it even easier for teams to collaborate and connect with contacts. Team Meetings brings two new meeting link types to Meetings: Group Meetings links, and Round Robin Meetings links.

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Introducing: Out of Office Reply Detection for Sequences

A reply to an email that is sent as part of a Sequence will automatically unenroll that contact from the Sequence. But an automated, out-of-office reply isn’t really a sign of engagement the way that an actual reply is. Now, Sequences detects out-of-office replies, ignored them, and keeps those contacts enrolled in the Sequence.

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Save Email Templates Directly from Gmail

Creating content is hard work. When it comes to drafting new email templates, we often forget that our inbox is ripe with inspiration. The latest update to HubSpot Sales helps you tap into that inspiration by giving you the ability to save any email as a reusable, reportable Template directly from your Gmail inbox.

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A New Way to Build HubSpot CRM into Your Google Apps Routine

Today, we're excited to announce that HubSpot CRM is now available in the Google Apps for Work Marketplace and has been chosen as one of Google's “New and Notable” applications for the month of June. You can read the full details of the launch here. In this post, we'll walk you through  what the new Google Apps functionality entails and how to set it up.

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New HubSpot Sales Tools Now Available in Outlook

HubSpot Sales tools are designed to make your job easier. That’s why we’re excited to introduce added flexibility and functionality to HubSpot Sales Tools for Outlook.

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Automate Lead Rotation and Task and Deal Creation in HubSpot CRM

According to a recent study, sales teams spend less than a third of their time actually selling. The rest is spent on administrative tasks like creating CRM records, logging manual activities, and searching for relevant content to send to leads. 

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An Easier, Friendlier Sequences Editor

The Sequences editor has been redesigned to make editing sequences faster and easier. A new sidebar makes it easy to drag & drop new templates & tasks into place, and find templates easily with search.

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Advanced User Permissions for HubSpot CRM

As your sales team grows, it becomes more and more necessary to control access to information. Which team members should be able to add properties and update deal stages? Should everyone be allowed to import and export data? 

Now in HubSpot CRM, you can set much more granular permissions, ensuring that team members are only able to access the information that’s relevant to them.

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Announcing HubSpot CRM for iOS

Your work doesn’t end when you step away from your desk. You and your team are updating notes while out on the road, searching for phone numbers on your way into the office, and checking in on key deals throughout the day.

Now, HubSpot CRM for iOS lets you take your inbound sales process with you, everywhere you go. Researching contacts, updating deals, and connecting with customers is easy and intuitive, regardless of where you are.

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A New Way to Access HubSpot Sales from Gmail

One of the things that HubSpot Sales users tell us they like most is how easy it is to access templates, sequences, and documents right from their inboxes. Now, we've made it even better with the new HubSpot Sales Gmail window.

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Sidekick is now HubSpot Sales!

Three years ago, HubSpot started an experiment that we called Sidekick. It's grown in a big way, and we've decided to bring Sidekick home to the HubSpot brand. As of today, Sidekick will be known as HubSpot SalesYou can read more of the back story behind the change here on HubSpot's Company News Blog.

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An Easy Way to Share Your Availability In Email Templates & Marketing Emails

Meetings, a feature of HubSpot Sales, makes it easier than ever to share your availability and let your prospects book you without the back-and-forth. And now, Meetings Personalization Tokens mean you can easily include your meetings link in a sales email template or sequence, even in a marketing email in HubSpot Marketing!

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Booking Meetings on your Office 365 Calendar Just Got Easier

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business makes connecting with prospects (and generating new leads) fast and easy. And now, Meetings is available for Office 365 calendar too! If you are a Sidekick for Business user, you can log in and connect your calendar now.

Meetings gives you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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Schedule a sequence to begin on a specific day & time

Sequences allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect.

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Ask Custom Questions When Your Prospects Book a Meeting

Meetings, a feature of HubSpot Sales, takes the hassle out of keeping your calendar full of appointments by letting prospects book you without the usual email back and forth. And now, it's possible to ask any kind of custom questions on your booking screen.

 

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Create Multiple Deal Pipelines in HubSpot CRM

Not all of your company’s customers and prospects fit the same mold. They might vary in size, industry, or geography --- or, if your company is like ours, various segments of your audience might be looking to buy entirely different products from you. With such varied customer profiles and needs, not all Sales cycles within an organization can be created equal.

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Enroll Contacts Without Email Addresses in Workflows

As marketers, we rely on email addresses to communicate with our database. On the sales side, that's not always the case. For many sales teams, having an email address isn't a make-or-break situation - they frequently work leads by phone, or track prospects who they haven't yet built up a complete record for.

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See an Email Digest of Contacts Completing Your Sequences

sequence-digest.pngUse Sequences? You'll now receive a weekly Sequences email digest that details the contacts who finished a sequence over the course of the past week.
 
When a contact is enrolled in a sequence, it's possible for weeks or months to go by where a specific contact might not be front of mind. The Sequences email digest is an easy way to stay up to date on which of your contacts require follow up or a next step to be taken. 
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Place Calls Right Inside Gmail or Outlook with Sidekick for Business

Imagine that you've just received a response from an important prospect, and you want to give them a call. Instead of having to switch over to your CRM, search for their record, then dial your phone, it's now one click from the Sidekick sidebar in your inbox.

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Send Later - Use timing to your advantage with Sidekick & Gmail

With email, timing is often the difference between a quick response vs. being lost in the pile. With Send Later from Sidekick, you can write emails when it’s convenient for you, and schedule them to send at exactly the right moment.

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Sidekick Now Available On Your Windows Desktop

Love Sidekick, but not a Google Chrome user? The new Sidekick for Windows app makes it possible to get Sidekick notifications and view your Sidekick stream right inside Windows - no need to also run Google Chrome.

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An Easier Way to Schedule Meetings

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a new feature of Sidekick for Business that works with Google Calendar, helps make connecting with prospects (and generating new leads) fast and easy.

Meetings integrates with HubSpot CRM & Google Calendar to give you a personalized page where your prospects and customers can see your availability and book a meeting - all without the usual email back and forth.

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Schedule Tasks Using Sequences

Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.

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Maximizing Lead Generation with HubSpot CRM & Zapier

How did you hear about our company? That common question leads to an array of answers, such as a web search, word of mouth, news story, or reviews blog. And just as your customers learn about your product in a variety of ways, so too do they come to you: some through your website's contact form, others through a trade show booth and some through personal email correspondence. Many leads from many places. That's the way it is.

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Introducing Sequences [INBOUND Announcement]

Anyone who works in sales knows that following up with a lead over time is a time-consuming, monotonous task … and doing it in a relevant, personal way is even harder. Sequences, a new feature of Sidekick for Business, makes following up easier than ever.

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Know the Instant a Prospect Opens Your Document

For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.

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Communicate With Your Team - Mentions in HubSpot CRM

Selling, marketing, and working with customers is a team effort. And for most teams, CRM sits at the very center of that day to day work. To make collaborating even easier, mentions are now available to all users of HubSpot CRM.
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Improvements to Contact Profiles in HubSpot CRM

The contact profile is ground zero for day to day work with your prospects and customers, and we're working hard to make it even better. Today, you'll notice some useful improvements to contacts in HubSpot CRM.

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(Officially) Announcing Sidekick for Business

It's official - on May 19th, we formally announced Sidekick for Business, a premium set of tools that works with HubSpot CRM or Salesforce. Over the past several months, we've put Sidekick for Business into the hands of hundreds of sales teams, learning from their experience with the tools along the way, and we're excited to finally make it official.

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Connect Hundreds of Apps to HubSpot CRM With Zapier

Having a CRM system doesn’t do you a lot of good if it doesn’t “talk” to the other parts of your sales process. Today, we’re taking a big step in making connecting the many tools and parts of your company to HubSpot CRM easier with the new HubSpot CRM - Zapier integration.

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See Which Website Pages Different Companies are Viewing

The Anonymous Prospects view available to Sidekick for Business users gives you valuable insight into which companies are visiting your website, even before they become leads. And now, Anonymous Prospects allows you to drill into a companies' full page view history.
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Making HubSpot CRM Work for Teams With Permissions

It's amongst the most common requests for HubSpot CRM - more control over which contacts, companies, deals and tasks each sales user sees and can access when they log into HubSpot CRM. That's why we're excited to introduce Permissions in HubSpot CRM.

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Save Prospects Searches in HubSpot CRM

Prospecting is hard work. HubSpot's Prospects database, complete with the details of millions of different companies, aims to make it easier. And now,  you can save your favorite searches to review any time.
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Introducing Templates in HubSpot CRM

“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.

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