"October's HubSpot releases are packed with subtle but meaningful improvements and features that remove steps, simplify collaboration and make your data a little cleaner. You'll notice improved record views, new AI enhancements and a long-awaited Google Drive integration that finally closes the loop between HubSpot and your shared files. From the everyday fixes you didn't know you needed to the AI tools changing how you work, here's what's new in HubSpot this month."
"Capture key details automatically with AI What's new: HubSpot's Smart Data Capture feature uses AI to scan call and meeting transcripts and suggest updates to deal properties. It identifies key details discussed in real conversations like next steps, decision-makers and pain points and recommends filling in or updating those fields automatically. While still in early testing, it's a promising step toward reducing data entry and keeping deal records complete without extra effort."
"Keep forecasts consistent with automated reminders What's new: HubSpot now lets you automate forecast submission reminders so sales reps are prompted to update their forecasts on a regular cadence. Managers can also see status indicators in the forecasting tool that show whether reps are submitting forecasts on time. How it helps you This update takes the manual follow-up out of forecasting and keeps your pipeline insights up to date."
HubSpot released multiple updates that streamline workflows and improve data accuracy. A standalone Breeze Assistant mobile app brings AI-powered drafting, meeting summaries and quick record access to iOS and Android. Smart Data Capture uses AI to scan call and meeting transcripts, identify next steps, decision-makers and pain points, and suggest deal property updates automatically. Forecast submission reminders can be automated, and managers gain status indicators showing on-time submissions. A Google Drive integration links shared files directly to HubSpot records. Several updates aim to reduce manual steps, improve collaboration and keep records more complete.
Read at MarTech
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