Join Emilio Garcia from Boundify for some Greenville HubSpot User Group Office Hours! Office hours will include the following: HubSpot CRM Platform Trends and Updates for HubSpot users Greenville HubSpot User Group Study Group Member Spotlight Live Q&A [AMA] Please note: This event will be structured as a discussion. Come prepared to join a conversation. How to Get the Most Out of Our Office Hours Come prepared with a question, whether it's about a current project, software, strategy, etc. If there is anything you want to share with the group, please share your insight! This could be a trend you've noticed, a new software, etc. Engage with us in the Greenville HubSpot User Study Group in the HubSpot Community Register for our next Greenville HubSpot User Group

1. HubSpot Office Hours
Greenville
HUG
March 2023

2. Let's Connect
linkedin.com/in/egarciavaz
boundify.io/demand-gen-studio
EMILIO GARCIA
Managing Partner,
Boundify
Greenville
HUG

3. Table of Contents
● [Public Beta] Property Validations for Date Picker Properties
● [Live] Get email confirmation when deleting contacts (CRM)
● [Live] View and share Meeting Links on the HubSpot Mobile App
● [Public Beta] Colored Deal Tags (CRM)
● [Live] Improved Comment Notification Emails (ACCOUNT)
● [Now Live] Sales Playbooks in the HubSpot App for Zoom
Meetings (Account)
Greenville
HUG

4. HubSpot is giving admins more control of their data by now
allowing them to enforce the entry of clean, reliable, and
accurate data into their system with data validations for date
inputs.
● [Public Beta] Property Validations for Date Picker Properties
Greenville
HUG

5. ● [Public Beta] Property
Validations for Date Picker
Properties
Greenville
HUG
This will not only increase data quality for
our customers, but it will also allow
customers to be more confident when
making those tough business decisions
by using data they can trust.

6. When permanently deleting a contact, you and your
contacts can now get proof that the contact was
deleted through a confirmation email.
● [Live] Get email confirmation when deleting contacts (CRM)
Greenville
HUG

7. Before this change, there was no confirmation
document available when deleting a contact. Now you
can send yourself an email for your records, and send
confirmation directly to any contacts that request to be
deleted.
● [Live] Get email confirmation when deleting contacts (CRM)
Greenville
HUG

8. You can now view and share your Meeting Links from
the HubSpot Mobile app.
● [Live] View and share Meeting Links on the HubSpot Mobile App
Greenville
HUG

9. ● [Live] View and share Meeting
Links on the HubSpot Mobile App
Greenville
HUG
Being able to easily find and share your
meeting link was one of the most
requested features in the mobile app.

10. You can now create colored deal tags, making it easier
for sales reps to visually scan the board view and know
which deals to prioritize.
Super admins can create up to ten (10) deal tags, each
based on a set of conditions.
● [Public Beta] Colored Deal Tags (CRM)
Greenville
HUG

11. As a business scales, the board can become
overwhelming to users, making it hard to immediately
know which deals to prioritize. Users may spend
precious time trying to digest the information on the
board, impacting their productivity.
● [Public Beta] Colored Deal Tags (CRM)
Greenville
HUG

12. ● [Public Beta] Colored Deal Tags (CRM)
Greenville
HUG

13. Email notifications for comments have been upgraded
to provide more details and context directly in the
received notification emails.
● [Live] Improved Comment Notification Emails (Account)
Greenville
HUG

14. Now, HubSpot provide details on the asset type and
asset name where the comment was created. It also
display the contents of the comment directly in the
notification email along with any previous comments on
the same comment thread.
● [Live] Improved Comment Notification Emails (Account)
Greenville
HUG

15. ● [Live] Improved Comment
Notification Emails
(Account)
Greenville
HUG
Before
After

16. The HubSpot App for Zoom Meetings now has playbooks.
This gives your sales team the ability to do all of the following
within a Zoom call:
● Use any available playbooks in HubSpot
● Log and track data to the HubSpot contact record
● Search for and view existing HubSpot contacts
● Associate the playbook with the contact record in
HubSpot
● [Now Live] Sales Playbooks in the HubSpot App for Zoom Meetings
(Account)
Greenville
HUG

17. ● Before this update, reps who used Zoom to meet with
prospects or customers had to switch between the
Zoom app and HubSpot to take notes and log data in
the CRM – making it sometimes hard to stay focussed
and engaged.
● [Now Live] Sales Playbooks in the HubSpot App for Zoom Meetings
(Account)
Greenville
HUG

18. ● [Now Live] Sales
Playbooks in the
HubSpot App for Zoom
Meetings (Account)
Greenville
HUG

19. Whether it’s your first time using this product, or you’re
looking to build up your skills around it, we’ve got the
best resources for you to get started.
Education: Help Articles:
● Product page: Free Meeting Scheduler
● Product page: Sales Software
● Product page: HubSpot App for Zoom
Meetings
Getting Started
● Knowledge Article: Organize and manage your files
● Knowledge Article: Prioritize deals in board view with
colored deal tags (BETA)
● Academy: Selling Online with HubSpot Payments
Greenville
HUG

20. Thank You!
Greenville
HUG
Questions?

21. Save the Date!
April 14th 2023, 10 AM ET
Virtual Event
Greenville
HUG