A short YouTube product-update video (July 2021) from HubSpot summarizing new CRM features: default notification preferences configurable by admin (role/team), company sync to exchange company data with other apps (e.g., Microsoft Dynamics, Intercom), automatic enrollment triggers for sales/service sequences, and style fields for custom modules so marketers can change module appearance without developer help. The video targets admins, reps, developers, and marketers and points viewers to a July Product Spotlight blog for full details.
Chapters
Foreign. Hello there. HubSpot is fast becoming the number one CRM platform for scaling businesses. Here are the July updates helping us help you. Let's review Highly requested and highly anticipated. We bring you new notification defaults. Before notifications were set up one by one, user by user. Close the door on manually managing notifications for good. Now you and your admins can set up default notification preferences for all your users, customizable down to their role and team. Big step up, don't you think? Make syncing HubSpot with your CRM transferring data, contacts and more lightning fast. Use company sync to seamlessly exchange company data between HubSpot and all your other apps like Microsoft Dynamics, Intercom and more. Once in HubSpot, use that data alongside the rest of your CRM info to segment, automate and report. It's just divine. This next feature helps you trigger a contact for automatic enrollment in a sales or service sequence. Reps Think of a long game here, a few steps ahead in your customer's journey. Consider automatically enrolling new inbound leads into a rep conversation sequence. Maybe trigger a sequence based on a field or status change. Staying ahead of the game just got easier. Developers Marketers no longer have to haunt your dreams asking for CSS to change a module's look. Now they can make design and style changes to custom modules directly. With style fields on custom modules, developers can enable marketers to easily edit their content's appearance without trying to play the role of developer. Everyone has their own lane. Everyone wins. If you want to learn about all updates, check out our July Product Spotlight blog. Keep scaling with HubSpot Happy Summer.
