Figuring out who has access to certain CRM records and what level of access they have, can be a challenge for admins. It can also hinder data security and efficient team collaboration. That’s why HubSpot is introducing a new feature called “View Record Access”.
Managing data across different objects in HubSpot can often feel like a tedious task, especially when it involves creating numerous workflows just to copy data between objects. To streamline this process, HubSpot has introduced a new feature: Sync Properties. This feature automates data synchronization between objects, ensuring your data remains consistently updated and aligned.
Navigating through the vast amount of emails in HubSpot CRM to find specific information can be daunting. Recognising this challenge, HubSpot has introduced an update to simplify the process, making it easier for users to find emails based on any word or phrase within the email body directly from the global search.
A new development in CRM and sales tool integration is on the horizon with the upcoming LinkedIn CRM Sync. This bi-directional integration between LinkedIn Sales Navigator and HubSpot aims to facilitate the synchronisation of lead and account data with contacts and companies in HubSpot.
HubSpot has introduced a new feature that allows users to define conditional property options across the CRM. This means that property options can now be filtered based on the value of another property. For example, if the 'Department' property is set to 'Engineering', the system will automatically show relevant roles such as Engineering Manager, Engineer and Director of Engineering.
The CRM record page editor empowers admins to easily customize the middle column of a record. Add new cards, tweak tabs, and make it yours!