FEATURED HUBSPOT UPDATES
Sequences Embedded Automation
HubSpot added a new 'Automate' tab to the Sequences app, allowing users to efficiently create and manage automated enrollment and unenrollment triggers directly from Sequences.
Allowing for custom enrollment and unenrollment criteria in sequences allows customers to better automate their sales outreach to match their marketing and sales processes. This update helps sequences dynamically enroll based on marketing intent signals, like submitting a form or viewing a website page.
Navigate to Automation > Sequences to view the new Automate tab. Users can now view and manage existing automations as well as create new ones all in one place.
Analyze Automation Performance
Customers are now able to quickly discover the extent of automation employed, and identify potential areas for additional automation to streamline their operations and the performance of existing automation processes. These analytical tools will assist customers in easily identifying:
- The extent to which automation is employed across their business and potential areas for further automation.
- Performance metrics of automations, including changes in enrollment rates, and comparing enrollment of specific workflows or workflow views (groups of workflows).
From the main Workflows screen, select the new Analyze tab. Click through links allow users to see workflow details or additional automation capabilities.
New Options for "One property or Action Output" Branching
The option for branching on single values is intuitive and quick for the most common branch use cases. Before, the branch allowed only equality branching (Property value = A, Property value = B, etc.). which limited its utility.
To expand functionality while maintaining the ease of use of this branch option, HubSpot added additional support for the most used filter operators in this branching option. For example, you can now create branches for number values, such as "Amount" is greater than or equal to 100. If you're an Operations Hub customer, this also works with outputs from the custom code and webhook actions.
Create Folders and Organize Files from Mobile
You can now share photos from your smartphone with your team using HubSpot Files on mobile. Upload, download, and manage your files from one place and on the go. With this update, you can create your own folders, and if you're an Android user, you can create your folders to upload content directly to them.
On one side, you can access all your files from the main HubSpot mobile navigation, under the menu Files. There, you will be able to search and sort your files and navigate through your folders.
On the other side, you can create your folders and upload your content in them.
