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May 13, 2025 HubSpot Updates - Automation Overview Page & Bulk Property Archiving
Good morning, HubSpot Nation! Are you ready to unlock the full potential of your HubSpot platform? Join Chris Carolan and Casey Hawkins in this engaging HubSpot Updates morning show, where they dive into the latest features and enhancements designed to elevate your experience.
In today’s episode, we cover:
**1. Object Renaming:**
Learn about the transition from "feedback submission" to "survey response," a change that aligns with standard survey terminology and enhances data interpretation.
**2. Enhanced CRM Property Creation:**
Discover the streamlined process for creating properties on the CRM index page, making it quicker and easier to manage your data effectively.
**3. Help Desk Views Customization:**
Explore the new customization features allowing support teams to manage views efficiently, boosting organization and focus in the help desk workspace.
**4. Updates to the Customer Portal:**
Find out how new columns for ticket ownership and requestor visibility improve transparency for users accessing support tickets.
**5. Automation Overview Page:**
Understand the benefits of the centralized automation management space that offers personalized recommendations and insights for better performance.
**6. Bulk Archiving Properties:**
Get the scoop on the ability to bulk archive properties safely, helping maintain a clean data model without the headache of individual archiving.
**7. Dynamic Date Filters:**
Exciting updates to the date range filtering experience in lists and workflows mean you can set dynamic filters that update automatically.
**Key Takeaways:**
- Enhance your understanding of HubSpot features that can streamline your operations.
- Gain insights into managing workflows and properties more efficiently.
- Learn how to leverage new features for improved customer transparency and support.
Tune in for a comprehensive look at these updates and more, ensuring that you’re maximizing the HubSpot tools at your disposal. Don't miss out on these vital insights that can transform your customer engagement strategy!
View all episodes
By Chris CarolanGood morning, HubSpot Nation! Are you ready to unlock the full potential of your HubSpot platform? Join Chris Carolan and Casey Hawkins in this engaging HubSpot Updates morning show, where they dive into the latest features and enhancements designed to elevate your experience.
In today’s episode, we cover:
**1. Object Renaming:**
Learn about the transition from "feedback submission" to "survey response," a change that aligns with standard survey terminology and enhances data interpretation.
**2. Enhanced CRM Property Creation:**
Discover the streamlined process for creating properties on the CRM index page, making it quicker and easier to manage your data effectively.
**3. Help Desk Views Customization:**
Explore the new customization features allowing support teams to manage views efficiently, boosting organization and focus in the help desk workspace.
**4. Updates to the Customer Portal:**
Find out how new columns for ticket ownership and requestor visibility improve transparency for users accessing support tickets.
**5. Automation Overview Page:**
Understand the benefits of the centralized automation management space that offers personalized recommendations and insights for better performance.
**6. Bulk Archiving Properties:**
Get the scoop on the ability to bulk archive properties safely, helping maintain a clean data model without the headache of individual archiving.
**7. Dynamic Date Filters:**
Exciting updates to the date range filtering experience in lists and workflows mean you can set dynamic filters that update automatically.
**Key Takeaways:**
- Enhance your understanding of HubSpot features that can streamline your operations.
- Gain insights into managing workflows and properties more efficiently.
- Learn how to leverage new features for improved customer transparency and support.
Tune in for a comprehensive look at these updates and more, ensuring that you’re maximizing the HubSpot tools at your disposal. Don't miss out on these vital insights that can transform your customer engagement strategy!