HubSpot Product Updates for Credit Unions and Community Banks

*Product Update (Public Beta) — Personalized Navigation

Ever watched a new user scroll through 80+ nav items looking for the one tool they actually need? HubSpot's left-hand navigation now adjusts to each user, putting their most-used tools and bookmarks up front. Users can also make it their own: pin or unpin items, create custom groupings, and rearrange everything to match how they work. Watch the quick overview.

What's the impact?

With less clutter, new users get up to speed faster and everyone spends less time hunting for tools. A loan officer or member service rep sees the tools they use every day instead of all 80+. To get started, an admin opts into the beta first, then turns it on for the whole account so each user can join from their own navigation. New users get a navigation built around the use case they pick at signup.

Coming soon: If you'd rather set up navigation for your team yourself, wait for the Admin customizable Navigation beta. It will let admins build navigation templates, choose which tools users and teams see, and apply custom groupings.

Product Update (Public Beta) — Customizable Title Card on CRM Records

Tired of scrolling past HubSpot's default properties to find the one field you actually need? The title card — that prominent area at the top left of every record and at the top of the preview sidebar — is now yours to configure. Admins can add up to five properties on top of the defaults via the gear icon > Edit card, and the setup carries across every object type and into the preview sidebar. Tags now show up there too on Deals, Tickets, and Custom Objects, so status is visible the second you open a record.

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.