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Top HubSpot Updates - Monday Recap - Mar. 4, 2024

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Top HubSpot Updates for the past week ending March 4, 2024: 

  • Export Duplicates To CSV And Excel, 
  • User Working Hours For Inbox And Help Desk, 
  • Actionable Notifications In HubSpot's Microsoft Teams Integration, 
  • Update To Booking Meetings On Behalf Of Other Users In The CRM

Export Duplicates to CSV and Excel

HubSpot is introducing the ability to export the duplicate records identified by the duplicate management tool to a CSV and/or Microsoft Excel file.

To export duplicates:

  • Navigate to Reporting > Data Management > Data Quality
  • Click "View all" next to Duplicate issues on the Records card
  • Click Export duplicates in the top right
  • Select a file format and click Export

To learn more about this update, you can click on the Product Updates page in you HubSpot account. Find out how to do this at the end of this post.

User Working Hours for Inbox and Help desk

With user working hours, Admins and individual users can set weekly working hours based on the user's time zone, which might vary from the account's or their team's time zones. When a user is outside their working hours, their availability will be changed to Away, and they won't be eligible for automatic assignment in inboxes or Help desk.

Users can manually change their availability status on the user record page, inbox, or Help desk, and the new status will be mirrored across all of the experiences.

Actionable Notifications in HubSpot's Microsoft Teams Integration

When configuring custom Microsoft Teams notifications via workflows, you now have the option to embed action shortcuts directly into the notification. These shortcuts enable you to quickly execute various actions within Microsoft Teams, such as creating a task or note, logging a call, meeting, or email, updating a record, or emailing or calling a contact.

Imagine a scenario where you set up a workflow to send a reminder to a specific channel when a deal has remained in a particular stage for over 15 days. Now, you can embed actionable shortcuts within this notification, such as:

  • Create Task: Prompting you or a teammate to create a task for follow-up with the contact.
  • Update Deal: Enabling you to modify crucial information about the deal.
  • Create Note: Providing relevant context directly on the record page.

With these shortcuts, your team can quickly take action on pertinent information directly from the notification within Microsoft Teams. Click here to learn more about connecting HubSpot and Microsoft Teams.

Update to booking meetings on behalf of other users in the CRM

Feedback from users told HubSpot how difficult it is to see all of your meeting rotations or your users when booking meetings on behalf of others in the CRM. They've made some design updates to the experience that will make booking meetings for others more efficient. You will now be able to see all your users and meeting rotations by scrolling and using the "see more" option. You can also always search for the specific person or meeting rotation that you are looking for.

Are you booking for the same users or meeting rotations all the time? HubSpot will now sort your most recently booked options to the top of the drop-down, making it more efficient to get the meeting booked!

Mobile Prospecting Workspace - Core Lead Qualification (MVP)

Mobile Prospecting Workspace is HubSpot’s new mobile dedicated workspace area to prospect and qualify leads from anywhere. This first MVP version of the Mobile Prospecting Workspace (MPW) will enable primarily eligible xDRs (BDRs, SDRs) and full sales reps (responsible for prospecting and selling) with the basics of lead management when on the go: 1) lead navigation through the different defined lead stages, 2) lead outreach and 3) lead qualification.

With this update, mobile sales reps will have the core functionality to qualify leads from anywhere.

Want to See All of This Week's Updates?

Thank you all for making it this far! We do our best to keep you informed of what we believe to be the most important updates every week.

However, if you'd like to look deeper at these recent HubSpot updates and more, you can! Simply log in to your HubSpot account, click on your profile in the top right to open the drop-down menu, and then click on "Product Updates". There, you will see all of the live updates, as well as those that are on the way!

Top HubSpot Updates - Monday Recap - Feb. 19, 2024

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