HubSpot Product Updates for Credit Unions and Community Banks

Product Update (Now Live) — Transactional SMS

You can now send transactional SMS straight from HubSpot — the time-sensitive, non-marketing texts like appointment confirmations, account alerts, and one-time passcodes. It's a new Transactional SMS Long Code Add-On ($75/month) available on Marketing Hub Professional and Enterprise, and it includes setup and maintenance of a dedicated transactional 10DLC number plus registration and 1,000 message segments per month.

What's the impact?

This opens up compliant, real-time texting for our CU clients — think fraud alerts, payment reminders, and OTPs delivered right alongside the automations they already run in HubSpot. A few things worth flagging to clients up front: it's US-based sending to US/Canada (+1) numbers only, the 1,000 segments/month don't roll over, both incoming and outgoing messages count against that limit, and incoming MMS counts as 5 segments each. Handy for scoping which use cases fit inside the base allotment before anyone turns it on. Sent using @U0BFS7JCUGH

Product Update (Public Beta) — Switch off tracking per Marketing Email

This product update provides the ability to "protect" marketing email analytics from test sends, internal sends, or transactional emails. Those types of emails will often have metrics that would be considered outliers when compared against marketing emails, so excluding them from overall analytics will help provide more accurate metrics.

Product Update (Public Beta) - Inline Association Table

From any index page, you can now review associated records directly in a dropdown. This means much less friction when you're trying to see what records a contact, for example, is associated to and what property values are on those associated records. Cross-object context for the win!

A couple betas are out for TikTok!

1. TikTok Lead Syncing — TikTok lead syncing automatically pulls TikTok Instant Form submissions into HubSpot as new or updated contacts in real time, eliminating manual exports.
2. TikTok Ad Conversion Events — HubSpot now lets you create ad conversion events for TikTok, sending conversion data from your CRM to TikTok so TikTok can optimize your ads.