BackSpeakers: Chris Leone, Kristin Harrison, Caty Zimmerman, Laura Turianski, Nick Grow
HubSpot announced dozens of product updates at UNBOUND this year. This session narrows it down to the updates our team thinks matter most for credit unions and community banks, and why.
Chris Leone is joined by Kristin Harrison, Laura Turianski, Nick Grow, and Caty Zimmerman from the Geear team.
The team covers updates in depth, runs through a lightning round of seven more, and shares which ones they expect to have the biggest impact over the next 12 months.
Key takeaways
- Nurture Agent personalizes emails one contact at a time. It rewrites subject lines, preview text, body copy, and button text using CRM data and engagement history. You can lock sections like rates so they never change, and you can preview the results for up to 10 contacts before launch. It's available in Marketing Hub Pro and Enterprise and uses 10 credits per customized email.
- HubSpot can now be set up around your teams. CRM views autosave to each user and have new owner, collaborator, and member sharing roles. Personalized navigation lets marketing, lending, and member experience each see the tools they use most. Both are in beta.
- Deal progression helps with complex lending deals. It summarizes where a deal stands, suggests next steps and CRM updates, drafts follow-ups, and flags deals that go quiet. Shareable deal plans give borrowers, CFOs, and attorneys one checklist without a HubSpot login. Your team approves everything before it goes out.
- Marketing Studio now helps plan campaigns, not just track them. Breeze can build a campaign brief from your CRM, including audiences, KPIs, and an asset plan, and flag live campaigns that are underperforming.
- The lightning round covers seven more updates: customizable title cards, legacy workflow migration, custom agents in Agent Builder, ChatGPT ads, HubSpot work management, email quality checks, and Context Home.
Useful Links to the HubSpot updates mentioned above:
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