Of course, with permissions, you may not be able to see any of the deals on a pipeline you shouldn’t have access to, but why not just be able to restrict access altogether??
There’s a new, easy place to find product updates in your portal!
[Public Beta] Fiscal year setting and filters
“Now in beta is the ability for you to define your company's fiscal year inside of HubSpot…
Now, in CRM views you will be able to use rolling date ranges related to your fiscal year setting. In addition to the standard calendar year filters like "This Year" and "Last Quarter", you will now see "This Fiscal Year" and "Last Fiscal Quarter" which will relate to your company's fiscal period.”
[Now Live] Clone all and move all workflow actions
“From the "Actions" menu on a workflow action, choose clone or move. Within each, there are now additional options to clone/move not only that single action, but also to clone/move that action as well as all of the other actions that come after it.”
Bulk import images into HubSpot from an external website
“The bulk image import functionality can be accessed from the website page editor, landing page editor, blog post editor, and the email editor.
Insert an image module into the desired part of the page/email
Click "Browse images" > Click "Add image"
Select the "From a URL" option
Enter the URL of the page that contains the images you want to import into HubSpot
Select the images you want to import
Acknowledge the legal disclaimer signifying you're importing images you own
Select the image that should appear in the image module
All images downloaded through this method are saved in the "bulk imported images" folder in the File Manager.”
11 new SEO audits available within the SEO Tool
“The SEO audit tool can now check both HubSpot-hosted and external websites for 11 new issues across several categories. Altogether, we now check a website for 27 different issues that affect its performance, mobile experience, ability to get crawled and indexed, user experience, security, and on-page SEO.
Here are the 11 new issues the tool now checks for. All of these checks leverage Google Lighthouse, an open-source library developed by Google to make it easier to build websites that provide a good experience to both search engine crawlers and human visitors.
Page has images that aren't sufficiently compressed
Page has images that are oversized
Page uses plugins that cannot be indexed
Page has elements that are too small and close together
Page font is too small
Page has content that's not correctly sized for the device viewport
Page has an hreflang link with an invalid language code
Page has an hreflang link with a relative URL
Page has an invalid rel=canonical link
Page references resources (images, CSS files, etc.) that don't load
Page has external links that pose a security and performance risk”
Crawling & Indexing
[Now Live] Add data to Google Sheets from Workflows
“You can use our new Google Sheets workflow extension to automatically create new rows of data in a Google Sheet or add data to an existing sheet…
Go to a workflow -> add an action -> Connect an App
Scroll to "Google Sheets" or search "Google Sheets"
Click on Google Sheets Extension
Authenticate in using Google Authentication
Go back to the Actions panel
Scroll to the bottom and select "Create Google Sheet row"
Select the spreadsheet you want from your Google Drive account
Choose the sheet tab you want to add data to
Select the row header you want to add data to
Define property values to pass into the cell - you can use Personalization tokens
If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at email@example.com!
Until next time. This is Carina Duffy, Stephanie Baiocchi, Nick Bennett, and Jess Palmeri saying to you, get out there and get after it!
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