Objects associated from the For example, if your sales team sometimes forgets to associate new business with the corresponding company or contact, this feature can help minimize these types of errors. It’s now available for all plans starting with Starter.
9. New unique identifiers and error tables on import
From now on, it will also be possible to use custom properties other than Record IDs to update properties or to deduplicate deals, tickets, or custom objects. We’re confident this will make your migration from your previous CRM or database easier, as, for example, you could use your system’s unique identifiers, saving you multiple imports and exports.
Also, to make importing data even easier and faster, HubSpot has introduced an error table to help you better understand what might have gone wrong with your previous import, without having to download a .csv file.
Finally, you’ll be able to preview the first 100 email data rows of your file, and HubSpot will analyze whether the data fits within your properties. Previously, it only reviewed the first three rows. All of these features are available on all plans, including the free one.
10. Convert active lists to static lines Objects associated from the
To make your job easier, and so you don’t have to clone, delete, and create a new list, HubSpot now lets you convert an active list into a static one.
11. Account Security and Review of Actions
If you’re concerned about protecting your HubSpot portal, this new feature will interest you: they’ve just introduced a new security center, which adds a score out of 100 to portals and audits the security of each account. Some of the aspects it now measures include the number of super admins and users who have enabled two-factor authentication.
Additionally, on Enterprise accounts, super administrators can review and audit all actions taken by account users, such as modifying workflows, deleting contacts, and more.
As you’ve seen, HubSpot’s CRM is constantly then follow us on linkIn and stay up to date being updated, offering us new features that we hope you’ve found interesting.
Don’t hesitate to contact us if you need more information. Shall we talk?
7. Rules for validating date type properties
A few months ago, the ability to add rules for most property types was introduced. For example, for text properties, we could force the absence of special characters or numbers. However, for date properties, we hadn’t yet seen this option.
Fortunately, they’ve just introduced this whatsapp phone number public beta for all plans, which allows us to limit values for dates: only past or future dates, only weekdays, or specific ranges are some of the possibilities.
Much in line with previous functionality, HubSpot now allows admins to require association with other objects as mandatory and visible when creating a new object.