FEATURED HUBSPOT UPDATES
Import DocuSign Envelopes
You can now seamlessly import historical Docusign envelopes into HubSpot. This gives you a full-picture view of all documents associated with your customers, so you'll have all the context you need right in HubSpot. Make sure you have the Docusign app installed from the HubSpot App Marketplace. In HubSpot,
- Go to CRM > Contacts > then select "Import" in the top right.
- Then select "Start an Import", "Import objects from other apps"
- Select Docusign.
Custom Tracking Domains
You can now connect a domain to HubSpot for the "Sales & Service Email (tracking)" content type. This domain will be used in the open and click tracking links generated for emails sent via personal and team emails in the CRM, or using the Track option with the Sales Extensions, as well as unsubscribe links.
Open and click tracking for 1:1 emails requires the use of links that redirect through HubSpot to count the activities. The default domains of these links are provided by HubSpot. If you would like the domain of those links to match your company branding and gain more control over your email reputation, connect a Sales & Service email tracking domain.
Configure Workflows from Lead Settings
Customers of the lead object can now easily create and edit workflows directly from lead settings! Lead automation can save your reps time and encourage good data hygiene in your portal. Now you can easily configure these workflows while also adjusting other lead automation settings that impact your portal.
Customers can access this feature from the 'Automate' tab under Lead settings. Clicking 'Create workflow' will trigger a sidebar with suggested lead workflow action.
New Velocities in Stage Tracker Card
Deal Velocity & Contact Lifecycle Stage Velocity is now in the Stage Tracker card for the record middle column. With this, you can see how long your deal or contact has been in its current stage, while seeing how quickly your record progressed through prior stages.
Add the Stage Tracker card by following the instructions in this Knowledge Base article.
