With multiple CRM tools out there, we understand how difficult it can be to choose one. Well, we're biased and we choose you, HubSpot. But, don’t worry, the decision does not come unjustly.
A great CRM should provide your marketing, sales, ops, data, and revenue teams with alignment. You need a holistic perspective of the entire business. And most of all, it should make your lives easier by saving you time and improving efficiency.
Reflecting back on 2021, HubSpot continued to raise the bar.
Let’s take a look at some of the most notable feature releases in 2021 that make your lives easier by saving you time and improving efficiency.
If you need help implementing any of these features, let us know. We’d like to consider ourselves HubSpot experts. After all, we are a HubSpot Elite Partner 🎉
Scheduled workflows in HubSpot
Here at Six & Flow, we are raving about this new feature. Let’s just say, it’s a game-changer.
Rather than using real-time automation, schedule your automation in advance. Now, you can schedule workflows that are triggered on a recurring basis.
What does this mean for your organization? Let’s outline a few use cases to highlight what you can do with scheduled workflows.
Use Case #1 - Have a recurring newsletter that you want to send out? Each week or month, you can automate a personalized newsletter to be sent to recipients based on attributes such as location, interests, and more.
Use Case #2 - Having data is important. But, having clean data is even more important. With scheduled workflows, you can reduce the manual work of completing a database clean. Automate data quality by running recurring data cleanups.
Use Case #3 - Transfer HubSpot data to data lakes on a daily basis. Previously, there were APIs to help achieve this goal. But with scheduled workflows, the process became more intuitive.
In short, we love scheduled workflows. They will help to prevent problems in your workflows and provide a frictionless experience from start to finish. The scheduled workflows are available in the Operations Hub Pro.
You can learn more about scheduled workflows here.
HubDB
HubDB, or HubSpot Database lets you create dynamic content based on a specific dataset within HubSpot. HubDB has been around for a while, so what’s new in 2021? How does it benefit both marketers and developers?
Developers love HubDB. HubDB looks similar to a spreadsheet but is much more powerful. With HubDB, developers can make changes to fields and have those changes be updated site-wide.
In 2021, Marketers grew to love HubDB as well. Why? Well, a new HubDB row field was introduced as a feature.
The HubDB table field works great for developers who want to reference an entire HubDB table on their page, but isolating specific rows of that table could get extremely cumbersome. The release of the row field means that marketers can explore multiple use cases by selecting the exact row they want to display.
Let’s explore some of the use cases of HubDB for marketers.
Use Case #1 - Create Dynamic, CMS pages that get their content from a structured data source, such as HubDB or CRM objects. Based on the data inputted in your HubDB, Hubspot will use that information to automatically populate website pages with their own unique, SEO-friendly URL, and offer page-specific analytics.
Use Case #2 - Pricing tables are not typically static. As your business grows and continues to innovate, it’s likely the robust feature set you offer will grow and your prices may shift. With HubDB, you can easily update pricing tables and ensure that formatting and responsiveness are upheld.
Want to start using the HubDB? Learn more here.
Email reports
The power of Hubspot lies in its ability to drive collaboration and alignment between teams. While this feature may seem small, it makes building a transparent workforce that much easier.
Send reports or dashboards via email or slack. For email notifications, you can schedule these workflows to be sent on a recurring basis.
You can learn more about email reporting in Hubspot here.
Troubleshoot by logging in as other users
Do you dislike troubleshooting? How about when it takes much longer than it should? Well, HubSpot can help.
At the admin account level, you can now log in as other users in your organization. This means that you can easily orientate non-technical users, ensure that accounts are set up correctly, and offers more efficient management of a multi-user team.
Need to troubleshoot? Learn more here.
