HubSpot’s August 2024 updates: Enhanced automation, big reporting updates and more

HubSpot’s August 2024 updates focus on helping your teams work more efficiently, connect with customers in a more personalized wa, and make better decisions backed by solid data. 

From improving how you engage with your audience to getting more out of your analytics, these updates will give you better visibility into your organization, and better tools to act on what you learn. 

Let’s take a look at the key HubSpot updates for August 2024 that you won’t want to miss:

Updates managers will love

• Enhance CTA performance with Smart Content
• Optimize sales outreach with Dynamic Sequences
• Quickly access company summaries on records
• Enhance user experience with conditional logic and multi-step forms
• Step up your social media management with the re-envisioned Social Inbox
• Automate sales outreach with the Prospecting Agent
• Get in-depth insights with podcast reporting
• Publish and track Instagram stories directly in HubSpot
• Easily find tickets with keyword search on messages and comments

Updates HubSpot admins will love

• Unlock new insights with marketing events data in custom report builder
• Optimize your marketing emails for mobile
• Unlock deeper insights with flexible campaign reporting tools
• Get new analytics for memberships reporting
• Effortlessly analyze revenue impact with multi-touch attribution reports

And now for a deeper dive.

HubSpot updates managers shouldn’t miss

Enhance CTA performance with Smart Content

What’s new: The new CTA editor allows you to create Smart Content variations for CTAs, enabling more personalized experiences for your website visitors.

How it helps you 
This update empowers you to tailor CTAs based on criteria such as ad source, device type, language and more. By creating different variations of CTAs you can increase their relevance, leading to higher engagement and conversion rates. 

Managers can leverage this tool to optimize call-to-action performance, ensuring that each visitor sees the most appropriate message within the context of the visitor’s experience.

Status: Private Beta
Applicable HubSpot Hubs: Marketing, Content
Applicable HubSpot Tiers: Professional, Enterprise

Optimize sales outreach with Dynamic Sequences

What’s new: HubSpot introduces Dynamic Sequences, a sequence type that automates initial outreach and creates manual tasks only for contacts who engage with your emails.

How it helps you
This update revolutionizes sales outreach by prioritizing manual follow-ups only for engaged contacts. Instead of a static approach, Dynamic Sequences allow reps to focus their efforts on prospects more likely to convert, enhancing efficiency and sales outcomes. 

Managers can better balance automation with personalized touches, ensuring that time is spent on the most promising leads, ultimately driving better results and improving productivity.

Status: Private Beta
Applicable HubSpot Hubs: Sales, Service
Applicable HubSpot Tiers: Professional, Enterprise

Quickly access company summaries on records

What’s new: HubSpot now offers a company summary card on records, providing a holistic view of key details such as customer journey, product interests, opportunities, stakeholders and engagement history.

How it helps you
This update significantly improves efficiency by consolidating essential company details into a single summary card. Users no longer need to scroll through multiple sections to gather important information. Instead, managers and their teams can quickly build context, allowing them to make informed decisions faster. This feature is especially beneficial for new team members who need to get up to speed on an account quickly.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Pro, Enterprise

Enhance user experience with conditional logic and multi-step forms

What’s new: With Conditional Logic in forms, you can tailor questions based on previous answers using advanced logic, and with Multi-Step Forms you can break longer forms into manageable sections. These features make for a better user experience, reduce form abandonment, and improve completion rates.

How it helps you
These updates significantly boost the capability of your forms, enabling you to gather more information without negatively impacting the user experience or conversion rates. Conditional Logic creates a customized, thoughtful interaction by only showing relevant questions, while Multi-Step Forms tackle form abandonment by breaking down long forms into smaller, more manageable parts. 

Managers can also consolidate tools, as HubSpot’s enhanced form capabilities may replace third-party tools currently used for these features, further streamlining operations and reducing costs.

Learn more about the new form editor.

Conditional Logic Status: Private Beta
Applicable HubSpot Hubs: Marketing, Content Hubs
Applicable HubSpot Tiers: Pro, Enterprise

Multi-Step Forms Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: All Tiers

Step up your social media management with the re-envisioned Social Inbox

What’s new: HubSpot’s Social Inbox now lets you respond to all social media messages, view comments on all published posts and manage YouTube messages — all from one unified platform.

How it helps you:
Managing multiple social media accounts just became a lot simpler. With the new Social Inbox, you can streamline all your social interactions in one place, eliminating the need to switch between platforms. 

This ensures that no customer message or comment, including those on YouTube, goes unnoticed, enabling you to maintain an organized and timely response strategy that enhances engagement and customer satisfaction.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Pro (excludes YouTube commenting), Enterprise

Automate sales outreach with the Prospecting Agent

What’s new: The Prospecting Agent in HubSpot’s Smart CRM researches and executes personalized outreach strategies for prospects, automating the process of building a qualified sales pipeline.

How it helps you
Ideal for Sales Ops and Admins without BDR or SDR capacity, Prospecting Agent automates the research and outreach process. It identifies target companies and contacts within your CRM, researches their business needs, detects intent signals, and crafts personalized emails. This automation ensures timely, relevant outreach (assuming you keep your CRM organized), helping to build a more qualified sales pipeline with minimal manual effort.

Status: Private Beta
Applicable HubSpot Hubs: Sales Hub
Applicable HubSpot Tiers: Professional, Enterprise

Get in-depth insights with podcast reporting

What’s new: HubSpot now offers podcast engagement reporting, allowing you to track key metrics like show performance, episode plays, listener devices, and locations, directly within the platform.

How it helps you 
This update is essential for podcast creators looking to optimize their content strategy. With built-in analytics, you can now make data-driven decisions by understanding how your podcast is performing, which episodes are most popular, and where your audience is located. 

This feature simplifies the process of monitoring podcast performance, enabling managers to easily assess effectiveness right inside HubSpot.

Status: Private Beta
Applicable HubSpot Hubs: Content Hub
Applicable HubSpot Tiers: Pro, Enterprise

Publish and track Instagram Stories directly in HubSpot

What’s new: You can now publish and report on Instagram Stories using HubSpot’s Social tool, managing all your IG content in one place.

How it helps you 
Instagram Stories provide prime visibility in your followers’ feeds, helping you capture attention and stay top of mind. This update allows you to manage and track your Stories directly within HubSpot, making it easier to maintain a consistent presence while streamlining your social media management. 

You can also analyze the performance of your Stories through HubSpot’s reporting tools, enabling more efficient and insightful content strategies.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Pro, Enterprise

Easily find tickets with keyword search on messages and comments

What’s new: You can now search for tickets using keywords and phrases from messages and comments within the help desk. This feature includes a new “Messages” column displaying snippets of matching terms.

How it helps you 
This update simplifies the process of finding specific tickets, making it much easier for managers (and their teams) to locate relevant information quickly. Instead of wasting time sifting through unrelated tickets, you can now pinpoint exactly what you need using keyword search, boosting efficiency and productivity in managing support cases.

Status: Live
Applicable HubSpot Hubs: Service Hub
Applicable HubSpot Tiers: Pro, Enterprise

Updates HubSpot admins shouldn’t miss

Unlock new insights with marketing events data in custom report builder

What’s new: Marketing events data can now be incorporated into HubSpot’s custom report builder, enabling the creation of detailed, customized reports that combine event data with other HubSpot information.

How it helps you 
This update expands reporting capabilities by allowing marketers and event managers to seamlessly analyze the performance and engagement of their marketing events within HubSpot. By integrating marketing events data into custom reports, teams can gain comprehensive insights, driving better decision-making and more effective event strategies. For example, you could build a report that compares the performance of multiple events, one that shows attendance for an event broken down by attendees’ lifecycle stage, and much more.

Status: Private Beta
Applicable HubSpot Hubs: All Hubs
Applicable HubSpot Tiers: Professional, Enterprise

Optimize your marketing emails for mobile

What’s new: HubSpot now allows you to optimize marketing emails specifically for mobile within the drag and drop builder, offering control over module visibility, layout adjustments, and disabling automatic column stacking on mobile devices.

How it helps you
With mobile devices becoming the primary platform for viewing email campaigns, this update is essential for improving the recipient experience. The new Mobile Editor empowers you to tailor your emails for mobile viewing, enhancing engagement rates and driving higher conversions. 

Admins now have greater control over the appearance of emails on mobile, ensuring a more polished and effective campaign delivery.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise

Unlock deeper insights with flexible campaign reporting tools

What’s new: HubSpot’s Custom Report Builder now includes a new data source called “‘”Campaigns,” enabling the creation of custom campaign reports with enhanced detail and flexibility.

How it helps you 
This update significantly elevates your ability to measure and report on the success of individual or multiple campaigns. By combining default and custom campaign properties, influenced contact events, and associated asset properties, you can now answer critical questions about campaign performance, such as contact movement through lifecycle stages, deal generation and budget vs. spend analysis. 

This updated reporting capability empowers admins to create more tailored and insightful campaign reports, improving both decision-making and strategy execution.

Status: Private Beta
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Professional, Enterprise

Get new analytics for memberships reporting

What’s new: With new membership reporting, users can track contact registration completion rates and private content access performance through four new contact properties.

How it helps you
This update provides admins with more capable and flexible reporting tools for managing memberships. By tracking registration methods, access to private content, and the last access date, you can uncover deeper insights into how your audience engages with your private content. This lets you make more informed decisions around your content and membership strategies.

Status: Live
Applicable HubSpot Hubs: Content and Service
Applicable HubSpot Tiers: Professional, Enterprise

Effortlessly analyze revenue impact with multi-touch attribution reports

What’s new: Multi-touch attribution reports are now part of the Marketing Analytics Suite, offering easier setup, improved filtering, and contextualized definitions for better understanding and visualization.

How it helps you:
This update simplifies the creation and interpretation of multi-touch attribution reports, helping you clearly see how your marketing efforts drive revenue. HubSpot’s enhanced tools provide ready-made reports and customizable options, allowing admins to quickly generate insights and add these reports to dashboards alongside custom metrics. This makes it significantly easier to evaluate the effectiveness of your marketing strategies.

Status: Live
Applicable HubSpot Hubs: Marketing Hub
Applicable HubSpot Tiers: Enterprise