About this Episode
Every other month, we’re joined by Jess Palmeri, resident HubSpot expert, to talk new tools and features that all HubSpot users should know about.
This time, Jess has three major updates to dish on:
Analyze playbook use
First up, HubSpot is adding the ability to report on and analyze playbook use (for Sales and Service Hub users at the Professional or Enterprise tiers).
This is a big update for sales teams — especially sales leaders. They can now see how effective their playbooks are by getting insights they’ve never had before.
To get started, simply head to Sales > Playbooks and then switch to the Analyze tab at the top left of your screen. These new reports will allow you to look at playbook usage over time, team adoption, and even see a running list of activities logged from each playbook.
Manage rules for deal pipelines
Second, continuing with our data cleanliness theme, HubSpot is offering another update for Sales Hub users: now allows users to set and manage rules for your deal pipelines, allowing you to better control your pipeline data entry and protect the integrity of your CRM data.
Admins can use these rules to manage controls of their pipelines, for improved reporting, stage-driven workflows, and most importantly, data integrity.
They can now:
Limit deal creation to a single stage
Restrict deals from skipping stages
Restrict deals from moving backward
Control deal editing access
To get started, simply head to Settings > Objects > Deals, navigate to the Pipelines Tab, and look for “Pipeline Rules.” These new rules can be turned on with just a click of the on/off switch.
More payment options through Stripe
Third, all HubSpot users can now process payments through Stripe, enabling you to collect payments within the CRM and leverage Commerce Hub billing and invoicing features.
Using Stripe as your payment processor allows you to accept credit card or ACH payments from your customers seamlessly.
You can collect one-time and recurring subscription payments through HubSpot while your Stripe account handles payment processing behind the scenes.
Then, after collecting payment through HubSpot’s commerce tools, payment data for each transaction, such as gross amount and fees, will sync with your Stripe account.
(Note: If you have a Professional or Enterprise subscription, you can use the workflows tool to automate your CRM and record-keeping processes. For example, you can create a payment-based workflow to send customers an email survey thirty days after their payment is made.)
To get started, navigate to Sales > Payments > Payments. Scroll down then click Connect Stripe.
Connect with Jess
As IMPACT’s Head of HubSpot Training, Jess Palmeri guides teams to HubSpot mastery — no matter what their starting point.
Learn more about Jess on her IMPACT bio page
Connect with Jess on LinkedIn
Keep Learning
Read: How to Know When You’ve Outgrown HubSpot Sales Hub Starter
Read: Best HubSpot Integrations: 22 to Supercharge Your Marketing and Sales
Watch: HubSpot Updates: New Tools and Features to Kick Off 2024
From HubSpot: Connect your Stripe account as a payment processor in HubSpot
