Business professionals who need to stay up to date with the latest in technology can now benefit from the updates released by HubSpot in April 2023. These updates include a long-requested ability to book meetings on behalf of other users, many new Payments features, AI functionality to associate calls with deals and more.
The 'Book meetings on behalf of other users' feature lets you save time and enable call-scheduling team members by booking meetings on behalf of other users directly on the deal, ticket, company, or contact record. It also enables managers to report on who scheduled a meeting and who was assigned the meeting.
The 'HubSpot embed for Salesforce' feature helps managers save time by allowing them to view the complete view of the data without having to switch between HubSpot and Salesforce.
The Payments feature has received many long-awaited improvements, including the ability to edit subscriptions, edit the next payment date for subscriptions, create and send payment links from contact, company and deal records, improved payouts experience and include multiple payment links in forms. The new Payment Revenue Reporting Dashboard is also available in Starter.
The 'Create record' form now has conditional logic to ensure that teams are gathering complete, relevant and accurate data. Managers can also manage their marketing emails on mobile devices and automatically associate calls with deals through HubSpot AI. Finally, forms reporting has been moved to the Forms Analyze tab and saved views for website pages and blog posts are now available.
Overall, these updates help managers save time and ensure their teams are gathering complete data for reporting and insights.
Originally reported by Martech: https://martech.org/hubspots-april-2023-releases-the-managers-guide/
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