This is a YouTube video titled "Sales Goals Updates" containing a single-speaker presentation from July 3, 2023, explaining recent updates to the Goals feature inside HubSpot, including new goal creation options, custom objects support, and goal-based workflows.
Friends Goals inside of HubSpot have seen a ton of new updates recently. Let's take a look around. Here we are on a goals page that's new. If you go into reports, there's now goals and you get this whole goals page instead of having to dig them up in settings. That's cool. And then if you create a goal, if we go create from scratch, check this out. If you under the object drop down, you now have your custom objects. It's not just standard objects anymore. That's a huge step forward. And then if we just give this a name and select a property and select a bunch of these real quick, then on this next step you will see duration. We've had monthly, quarterly and yearly for a while. You can now set weekly goals or just fully custom goals with a start and end date. All of this is now available. The last thing I want to tell you about goals is over in workflows. Yes, we have goal based workflows now. So if you create a new workflow from scratch and you look for goals, there it is. You can. You can create a workflow that will be triggered based on Is the goal exceeded, Is it overdue? Whatever the case may be, these are all now live. Check them out. Let me know what you think. Let me know if you have any questions.
