Welcome to The Update Algorithm by Sidekick Strategies – your AI-powered guide to HubSpot’s latest updates! Hosted by digital masterminds Ben Binary and Luna Logic, this duo decodes HubSpot news with precision and humor. Ben breaks down updates like a well-tuned algorithm, while Luna offers logical insights for real-world applications. Plus, human guests from the marketing and HubSpot world bring practical advice to help you stay ahead. Whether you’re optimizing your inbound strategy or roll ...
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HubSpot Update: Freeform Prompting in Content Remix
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Content Remix Freeform Prompting: A Briefing Date: November 11, 2024 Source: Product Update Announcement Topic: Freeform Prompting in Content Remix Key Takeaway: This update introduces a powerful new feature to Content Remix called "Freeform Prompting," which significantly expands user control and creativity within the AI-driven content generation …
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HubSpot Update: [Private Beta] Chat with Copilot during live calls
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Breeze Copilot Live Call Integration Briefing Doc Date: November 12, 2024 Subject: New Feature - Chat with Copilot during live calls (Private Beta) Overview: This document summarizes the key features and benefits of the new Breeze Copilot live call integration feature. What is it? The new feature allows sales and service representatives to interact…
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Briefing Doc: Draggable Chat Widget Feature Update Date: November 12, 2024 Source: Product Update - Connected Email | Inbox Subject: Draggable Chat Widget Feature Release Overview: This product update introduces a new feature that allows website visitors to drag the chat widget to any location on the screen. This addresses a previous issue where th…
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HubSpot Update: Rep Availability Reporting
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Rep Availability Reporting: A New Era of Data-Driven Customer Service This briefing document reviews the key features and benefits of the new Rep Availability Reporting functionality launched within the Help Desk product. The update empowers Help Desk Managers with comprehensive insights into their team's availability, enabling data-driven decision…
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HubSpot Update: Figma Design Kit for UI Components
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Briefing Doc: Figma Design Kit for UI Components Date: October 22, 2024 Source: Product Update Announcement Theme: Empowering developers and designers to build and plan custom card designs using a Figma Design Kit. Key Highlights: Purpose: The Figma Design Kit provides a visual representation of UI components used in React-based custom cards, servi…
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HubSpot Update: Estimated Email Size in Marketing Email Editor
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Marketing Email Size Optimization Update Briefing Source: HubSpot Product Update Announcement - "Estimated Email Size in Marketing Email Editor" (October 22, 2024) Key Theme: Improving email deliverability, engagement, and conversion rates by providing users with email size estimates and mitigating the risk of email clipping. Important Ideas/Facts:…
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HubSpot Mobile Optimized Email: A Briefing Introduction: This briefing document summarizes the key features and benefits of HubSpot's new mobile-optimized email functionality, based on the provided product update information. Key Features: Module and Section Visibility Control: Users can now choose to hide specific modules or entire sections of an …
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HubSpot Update: Declarative Optional Scopes for Public Apps
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Briefing Doc: Declarative Optional Scopes for Public Apps - HubSpot API Update Date: October 21, 2024 Subject: Mandatory Update for Public App Scope Declaration Summary: This document reviews the upcoming changes to HubSpot's API, specifically regarding the declaration of optional scopes for public apps. Starting October 21, 2024, self-selection fo…
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HubSpot Updates: Use association labels in Create record & Create task workflow actions
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Product Update Briefing: Workflow Enhancements for Record and Task Creation Date: October 21, 2024 Subject: Enhanced Association Labeling in Workflow Record and Task Creation Actions Key Takeaway: This product update introduces significant improvements to the "Create Record" and "Create Task" actions within Workflows, providing users with greater c…
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HubSpot Update: Learn with HubSpot Academy in Copilot
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Breeze Intelligence Product Update Briefing Doc Date: October 21, 2024 Subject: Breeze Intelligence - Learn with HubSpot Academy in Copilot Overview: This product update introduces a new feature within the Breeze AI Copilot called "Learn with HubSpot Academy." This feature leverages HubSpot Academy's extensive library of over 6,000 video tutorials …
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HubSpot Update: Mobile Lead Management 2.0 - Enhanced Experience
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HubSpot Mobile Lead Management 2.0: A Detailed Briefing This briefing document reviews the planned update to HubSpot's Mobile Lead Management system, scheduled for release on October 21, 2024. The update, dubbed "Mobile Lead Management 2.0", aims to empower sales representatives with enhanced prospecting capabilities directly from their mobile devi…
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HubSpot Update: Use workflows to register contacts for Microsoft Teams webinars
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HubSpot Integrates with Microsoft Teams for Webinar Registration This product update introduces a significant improvement in the integration between HubSpot and Microsoft Teams, specifically for managing webinar registrations. Key Highlights: Automated Webinar Registration: HubSpot users can now automatically register contacts for Microsoft Teams w…
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HubSpot Mobile Chat SDK Briefing Doc Date: October 15, 2024 Source: HubSpot Product Update - "Mobile Chat SDK" Main Theme: Launch of the HubSpot Mobile Chat SDK, allowing integration of HubSpot chat into native iOS and Android apps. Key Features & Benefits: Easy Integration: "Easily integrate HubSpot chat into any iOS or Android app with minimal co…
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Briefing Doc: Renewal Center Redesign Date: October 15, 2024 Subject: Product Update - Renewal Center Redesign Target Audience: Professional+ Customers Summary: This document provides a detailed overview of the newly redesigned Renewal Center, highlighting its key improvements and benefits for Professional+ customers. Key Changes: Complete Redesign…
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HubSpot Update: URL Personalisation Token Support in Email
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Briefing Doc: HubSpot URL Personalisation Token Support in Marketing Emails Date: October 15, 2024 Subject: New Feature Release: URL Personalisation Token Support in Marketing Emails Summary: HubSpot has released a new feature allowing users to add personalisation tokens as links within buttons and images in Marketing Emails. This update aims to in…
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HubSpot Update: Stay Engaged with HubSpot Academy Picture-in-Picture
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HubSpot Academy Picture-in-Picture (PiP) Feature Briefing Date: October 15, 2024 Source: HubSpot Product Update Summary: This document summarizes the key features and benefits of the new Picture-in-Picture (PiP) functionality launched for HubSpot Academy. What is it? HubSpot Academy has introduced a new PiP mode for its video content, including cou…
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HubSpot Update: Associations and Dissociations of Lists via Marketing Events API
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HubSpot Marketing Events API Update: Simplifying Event Management This briefing document reviews the key features and benefits of the recent update to HubSpot's Marketing Events API, specifically focusing on the introduction of endpoints for list association and dissociation. Key Highlights: Enhanced List Management: The updated API introduces new …
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HubSpot Update: SUNSET: Automatic ticket assignment for sales-seated users in Help desk
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Briefing Doc: Sunset of Automatic Ticket Assignment for Sales Users in Help Desk Date: October 14, 2024 Source: Help Desk Product Update Subject: SUNSET: Automatic ticket assignment for sales-seated users in Help desk Summary: This update outlines a significant change to the Help Desk functionality, specifically regarding automatic ticket assignmen…
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HubSpot Update: Marketing Events Data Now Available in Custom Report Builder
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HubSpot Marketing Events Data Now Available in Custom Report Builder This briefing document reviews the October 14, 2024 product update announcement regarding the availability of marketing events data in HubSpot's custom report builder. Key Highlights: Enhanced Reporting Capabilities: HubSpot users can now build custom reports incorporating data fr…
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HubSpot Update: Indicate the meeting duration when logging and editing a meeting on Android
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Product Update Briefing: Mobile Meeting Duration Input Date: October 14, 2024 Subject: New Feature - Indicate Meeting Duration in Mobile App Summary: This product update introduces a new feature for mobile users, allowing them to specify the duration of a meeting when logging or editing it within the app. This enhancement aligns the mobile experien…
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HubSpot Update: WhatsApp Pricing Change - Free Service Messaging
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WhatsApp Pricing Update: Free Service Messaging Date: October 10, 2024 Summary: This product update announces a significant pricing change for WhatsApp messaging within HubSpot, effective November 1, 2024. Service conversations, defined as conversations initiated by recipients, will become free. Key Details: Free Service Conversations: "Starting No…
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HubSpot Update: Conditional formatting in table visualizations within custom reporting
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HubSpot Table Visualization Conditional Formatting: A Briefing These sources detail a new feature in HubSpot reporting: conditional formatting for table visualizations. This feature, available across various Hubs for Professional and Enterprise tiers, allows users to highlight data trends and insights within table reports. Key Functionality: Applic…
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HubSpot Update: Associate Campaigns to Forms in the new Forms tool
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Briefing Doc: Associating Forms with Campaigns in [Product Name] Date: October 9, 2024 Source: [Product Name] Product Update Subject: New Feature - Associating Campaigns to Forms in the new Forms tool Key Highlights: Feature Launch: [Product Name] is launching a new feature that allows users to associate forms with specific marketing campaigns. Thi…
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HubSpot Update: Customize the About section via the left sidebar on iOS
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Product Update Briefing: Customizable "About" Section on iOS Date: October 8, 2024 Subject: Enhancement to mobile app functionality, specifically the "About" section on iOS devices. Overview: This update addresses a current limitation in the iOS app where customizations made to the "About" section of a record on the web platform are not reflected i…
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HubSpot Update: Automated Deactivation for Publicly Exposed Tokens (GitHub)
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HubSpot Automated Token Deactivation: Briefing Document Date: October 27, 2023 Source: HubSpot Product Update - Automated Deactivation for Publicly Exposed Tokens (GitHub) - October 8, 2024 Summary: HubSpot is implementing a new security feature to automatically deactivate API tokens exposed in public GitHub repositories. This proactive measure is …
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Connect.com Launches iOS Mobile App for Professionals on the Go Date: October 7, 2024 Source: Connect.com Product Update - iOS Mobile App Summary: Connect.com, a platform for professional networking, learning, and growth, has launched a new mobile app for iOS devices. The app brings key features of the platform to mobile, allowing users to connect …
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HubSpot Update: Team Email Respects Team Never Log List
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HubSpot Product Update: Team Never Log List Expansion This briefing document analyzes the impact of a recent HubSpot product update regarding the "Never Log" feature for email logging. Key Changes: Team Email Integration: The Never Log list, previously applicable only to individual HubSpot-connected email accounts, now extends to team-based email a…
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HubSpot Updates: Connect HubSpot Tickets to Microsoft Teams and Sync Replies
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HubSpot Help Desk: Enhanced Collaboration and Efficiency for Support Teams This briefing document reviews two sources related to HubSpot's help desk tool, focusing on its features, recent updates, and benefits for support teams. Source 1: Overview of the help desk workspace (September 26, 2024) This source provides a comprehensive overview of HubSp…
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HubSpot Update: Use Meeting Rotations in Scheduling Pages for Weighted and Even Distribution
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HubSpot Meeting Rotations Update Source: HubSpot Product Update, October 7, 2024 Topic: New Meeting Rotations Feature for Scheduling Pages Key Themes: Improved Round Robin Scheduling: This update introduces Meeting Rotations, providing more control and flexibility over round robin scheduling in HubSpot. Automation and Efficiency: Meeting Rotations …
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How to set up Retargeting Audiences in Hubspot?
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HubSpot Ads Management & Retargeting: A Briefing This document summarizes key information from various sources on managing ads and retargeting within HubSpot. Main Themes: Centralized Ads Management: HubSpot allows you to connect and manage your Google, Facebook, and LinkedIn ad accounts from one platform. This includes creating ads, defining audie…
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HubSpot Update: Workflow Enrollment Anomalies Identified by HubSpot AI
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HubSpot Workflow Enrollment Anomalies Identified by AI: A Briefing Date: September 11, 2024 Source: HubSpot Product Update - "Workflow Enrollment Anomalies Identified by HubSpot AI" Summary: HubSpot has launched a new AI-powered feature that automatically detects and notifies users of unusual changes in workflow enrollment rates. This feature elimi…
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HubSpot Update: Update to behavior on preference page for subscription types with a "not specified" status
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Product Update Briefing: Communication Preferences Date: October 1, 2024 Topic: Update to behavior on preference page for subscription types with a "not specified" status Summary: This product update clarifies the user experience on the Communication Preferences page by ensuring only actively subscribed communication types are displayed as "ticked"…
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Product Update Briefing: CRM Restore from Data Backup Date: October 1, 2024 Product Area: CRM Feature: Restore from Data Backup Summary: This product update introduces a new feature allowing users to restore CRM data to a previous state from an automatically generated backup. This streamlines the data recovery process and eliminates the need for ma…
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HubSpot Security Update: Restricting User Login Methods This briefing document reviews the new "Allowed Login Methods" feature recently launched by HubSpot, based on the provided product update information and user guide excerpts. Key Takeaways: Enhanced Security: HubSpot now allows Super Admins to specify which login methods users can use. This al…
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Contact Search for Outbound Dialer HubSpot Update
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Briefing Doc: HubSpot Outbound Dialer Update - Contact Search Date: October 2, 2024 Subject: Enhanced Efficiency with Contact Search for Outbound Dialer Key Takeaway: HubSpot has launched a significant update to its outbound dialer, introducing a search functionality that streamlines the call initiation process. Theme: Improved User Experience and …
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HubSpot Campaign API Briefing Doc Date: October 2, 2024 Source: Product Update - Campaign API Overview: This document provides an overview of the new Campaign APIs, designed to empower customers, developers, and app partners to seamlessly manage and analyze marketing campaigns and their associated assets. Key Features: CRUD and Batch API: Enables c…
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Receive Inbound Calls via Calling Apps in HubSpot
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HubSpot Product Update Briefing: Receive Inbound Calls via Calling Apps Date: October 2, 2024 Topic: HubSpot Calling SDK Enhancement for Inbound Calls Summary: This product update introduces significant improvements to HubSpot's Calling SDK, enabling calling app partners to integrate inbound call functionalities directly within the HubSpot platform…
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New order and cart-based workflow templates available HubSpot Update
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New order- and cart-based workflow templates available HubSpot Update Date:** September 10, 2024 Source:** HubSpot Product Update - "New order- and cart-based workflow templates available" HubSpot has launched three new workflow templates designed to streamline ecommerce operations and improve customer engagement for users of HubSpot's orders and c…
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HubSpot Product Update Briefing: Property Date Tracker Date: September 10, 2024 Product: HubSpot CRM Feature: Property Date Tracker Summary: This product update introduces a new "Property Date Tracker" card across all HubSpot products and editions. This feature enhances deadline management by providing a visual representation of date-based properti…
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AI-Powered Call Summaries and Suggested Actions Update
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AI-Powered Call Summaries and Suggested Actions: Revolutionizing Sales & Service Workflows This briefing document reviews the new "AI Assistant | Suggested Next Actions Post Call" product update, launched on September 11, 2024, for Sales Hub and Service Hub Pro & Enterprise users. Executive Summary: This update leverages AI to analyze call recordin…
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HubSpot Launches "Essential Apps for Sales Hub 2024" Collection in App Marketplace HubSpot announced the launch of its "Essential Apps for Sales Hub 2024" collection within its App Marketplace. This curated list highlights recommended apps designed to integrate seamlessly with HubSpot Sales Hub, providing a more powerful and connected tech stack fo…
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95+ new and 35+ updated apps in HubSpot’s App Marketplace
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HubSpot App Marketplace Update: Q3 2024 - A Detailed Briefing This briefing document summarizes the key takeaways from the recent HubSpot Product Update announcement regarding the App Marketplace, released on September 27, 2024. Main Themes: Expansion of the App Ecosystem: HubSpot continues to grow its App Marketplace, adding 95 new apps and updati…
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Conditional Redirects in the new Forms Editor Update
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HubSpot Forms: New Editor & Conditional Redirects Briefing Doc Date: October 27, 2024 Source: HubSpot Knowledge Base articles & product update emails Key Themes: New Forms Editor (BETA): Offers a redesigned interface for creating and managing forms, focusing on multi-step forms, advanced styling, and conditional logic for a more personalized user e…
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New AI writing tools in Conversations Inbox and Help Desk Update
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AI-Powered Writing Tools in Conversations Inbox + More This document summarizes key product updates released in September 2024, focusing on enhancements to the Help Desk module. Update 1: Customizable Views Sidebar (Released September 16, 2024) What: Users can now customize the Help Desk views sidebar, rearranging, blending default and custom views…
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What is Breeze? Breeze is HubSpot's AI platform designed to make business growth easier. It offers a unified AI experience across the HubSpot platform, simplifying tasks, automating work, and providing data-driven insights. Breeze is deeply integrated with your HubSpot data and tools, making it easy to use and customized for your business needs. Wh…
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HubSpot Content Hub Updates September 2024
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HubSpot Product Update Briefing - September 2024 This briefing document summarizes key product updates released by HubSpot in September 2024, focusing on the most important themes and features for marketers. Key Themes: Enhanced CRM Capabilities: HubSpot continues to invest in its CRM with features aimed at improving data analysis, automation, and …
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