HubSpot keeps introducing new features and updates, and sometimes it's difficult to keep up with everything.
In this episode of HubHype, Erwin Arnold and Lisa Freitas discuss the latest HubSpot updates, from email tracking changes in Europe and meeting transcription costs to improved segment exclusions and HubSpot Work. They also share practical tips on CRM associations and using custom objects to better organize your data.
Email tracking requirements have changed in countries such as France and Italy, where stricter consent requirements affect the tracking of email opens and clicks.
Until recently, companies using HubSpot had to create separate versions of their marketing emails and disable tracking for certain audiences.
Now, HubSpot is introducing a new feature called Consent to Track, making it easier to manage these preferences.
With this feature:
Lisa also recommends reaching out to existing contacts and asking them to update their tracking preferences.
HubSpot is increasingly moving toward a credit-based pricing model, and meeting transcriptions are becoming part of it.
As Erwin explains, from January 15, the discussed change will include 50 meeting transcriptions per seat, with additional transcriptions requiring HubSpot Credits.
For sales teams that record and transcribe many meetings every month, this is something worth keeping an eye on.
With AI tools increasingly relying on meeting transcripts to summarize conversations and prepare follow-ups, it's important to understand how these changes might affect your team.
Missing CRM associations are one of the most common problems Erwin and Lisa come across when working with clients.
Deals without associated contacts or companies, contacts without companies, and records created through integrations without proper associations can all affect your CRM data quality.
Their recommendations include:
These small improvements can make a big difference in keeping your HubSpot data organized and reliable.
Another common issue is having too many duplicate properties in contact records.
Erwin recommends considering HubSpot custom objects to organize information more efficiently. Learn more with this short video:
Erwin and Lisa also discuss a few other changes worth mentioning:
HubSpot is discontinuing its dedicated case study functionality and moving the content back to regular blog functionality. If you're using this feature, make sure to review your URLs and redirects during the transition.
HubSpot has introduced improvements to segment exclusions, making it easier to exclude certain contacts without having to repeat the same criteria across multiple filter groups.
HubSpot Work brings project management capabilities into HubSpot, allowing teams to organize tasks and projects directly within the platform.
This could be particularly useful for teams that want to manage their work without relying on additional project management tools.
Email us at marketing@thalox.com to discuss being a guest on HubHype!