This is a YouTube video titled "Link To Activity [HubSpot Update]" containing a presentation or tutorial from February 23, 2023, explaining a new feature in HubSpot that allows users to copy a direct link to a specific activity on a contact's timeline for easier collaboration and review. The speaker demonstrates how the feature works and encourages feedback.
Hey friends. I think we've seen over and over again that it's the little updates that combine together to make the really big impacts in HubSpot. Here's one for you on the contact timeline. So check this out here I am looking at contact Josh Groban here, let's say, oh, I had a locked call with him, right? And here are the notes I took. Let's say you want to discuss this with somebody. For some reason, there's some, you know, you're collaborating, you're reviewing, you're coaching or doing whatever. It can be really hard in the context of a timeline to call someone's attention to a particular activity, right? To ask them to review. We've had the ability to add comments and things and you can add threads here and not mention each other. That's great. But if you just want someone to take a look at this, we have now added the option under this actions menu to copy a link directly to this activity. So let's see what happens. I'm going to start create a new tab here and if I just drop in this URL right, the engagement ID here, what do we get? We get the timeline with just that call on it. We don't. It's not like highlighted, it's not auto scrolling to you. You cannot miss this, right? You send this link to someone, as long as they can log into your account, they're going to be able to see it. And then if I want to get back to the whole timeline, there's this back to timeline button here. This is now live. It's out to everyone. Check it out. Let me know what you think. Let me know if you have any questions.
