Playbook recommendation To make things even easier for playbook users, HubSpot now supports recommending playbooks based on contact or ticket properties , such as lifecycle stage or pipeline stage. Also available for Sales and Services Hub users on the Professional plan and above.
4. Permissions to edit and create meeting links for other users
In user permissions settings, you can now enable or disable the ability to create and edit meeting links for other users, a feature previously only available to super admins. This feature is available for all HubSpot plans.
5. Possibility of adding static values to webhooks
If you have Operations Hub or the Pro plan, you can add static values as query parameters to your webhook workflows in your GET or POST requests.
6. Communicating with clients through MS Teams in HubSpot
With this update, they’ve taken HubSpot’s whatsapp data integration with MS Teams a step further; this makes it possible to receive messages directly from the conversation inbox in MS Teams , simplifying the user experience for agents. This update applies to all plans.
Playbook recommendation It’s now possible to create calculated properties based on associated companies as a parent or child . This update is still in public beta for all HubSpot plans starting with Pro.
We hope you find these new features interesting. Don’t hesitate to contact us for more information.
*Note: This feature is still in Beta, so you’ll need to manually enable it from your HubSpot portal settings.
2. Using playbooks to update associated record properties
If your sales or customer service team uses playbooks, you’ll definitely benefit from this feature: you can now update associated record properties through the playbook . It’s now available for Sales and Service Hub users on Pro plans and above.
1. Infrastructure
We need to have a digital framework on which it categoriz aI systems according to their to base our strategy: “Traditional” media such as the web, Blog, Landing Pages, Social Media Channels, Paid Search and Paid Social Campaigns, email Marketing launchers, Bots, Chats… but also innovative solutions such as customer scoring, intelligent content, etc… all of this inevitably unified in a Marketing Automation solution like HubSpot .
This infrastructure can’t be an “island” in your organization. It must integrate with your entire technology stack: ERP, proprietary systems, telephony, and even WhatsApp. Hubspot allows you to do just that.
It’s also very important to have the sales team in place. Integration with the CRM and fluid two-way communication with the Sales department.
2. Content Playbook recommendation
Essential. If we don’t have internal buy lead resources, we’ll have to hire freelancers or an agency to produce quality content.