HubSpot CRM Updates and Integrations for Efficient Sales and Marketing Automation

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Stay ahead with the latest updates from HubSpot, featuring automated lead rotation, new sales tools in Outlook, seamless integration with your website, and beta features like news events tracking and a distraction-free writing tool. Explore enhanced capabilities to streamline your sales and marketing processes.

  • HubSpot
  • CRM
  • Automation
  • Sales
  • Marketing

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Presentation Transcript


  1. May Product Spotlight HubSpot Product Updates & Beta Notifications

  2. [Product Update] Automate Lead Rotation and Task & Deal Creation in HubSpot CRM - Spend more time selling and less time on busywork. - Ability to automatically rotate leads inside of Workflows. Add any number of owners to the rotation, they ll be assigned the leads evenly. - Ability to Create a Task and Create a Learn More Deal inside Workflows.

  3. [Product Update] Flows by Leadin - Combine your CTA, Form and Deliverable into one unobtrusive widget on the page. - Slide-in box on the lower left or right, a pop-up overlay, or a dropdown banner that are triggered by scroll, time on page or exit intent. - Streamlined and flexible way to convert visitors on your website into Learn More leads.

  4. [Product Update] New HubSpot Sales Tools Available in Outlook - Easily view, search for and select Templates via a popup window right in your inbox. - Search bar makes it easier than ever to find what you re looking for. - Add shared Documents directly from Outlook Learn More

  5. [In Beta] News Events in Prospects - Hone in on recent news stories about the companies you care about. - Know who the right people are and the right time to reach out. - Relevant updates about the companies you care about.

  6. [In Beta] Composer: A Simple, Focused Writing Experience - One home for all of your ideas. - Removes distractions, allows you to focus on what matters most - your words. - Ties-in the power of the HubSpot Marketing platform to help turn an idea into a blog post. Want to try Composer?

  7. [New Integration] Revenue Conduit - Integration between HubSpot and your shopping cart - 119 custom properties to store your shopping cart data - 39 Smart Lists that will automatically segment your customers based on their buying behaviors Click to learn more - 19 Workflows

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