Process Pro Consulting

🦃 Happy Thanksgiving from the Pros! 🍂 As we gather to celebrate this season of gratitude, we want to take a moment to thank our amazing team and incredible clients. This year has been one for the books! From exciting new team additions to achieving new milestones together, we’re grateful for the growth and success we’ve shared. Your trust and collaboration inspire us every day, and we’re honored to be part of your journey. Wishing you all a warm and joyful Thanksgiving filled with love, laughter, and good food. Here's to continued success and partnership in the year ahead! #HappyThanksgiving #Gratitude #ThePros #Teamwork #RevOps

📢 New HubSpot Feature: Block Form Submissions from Specific Email Domains! 🚫📧 HubSpot's new Form Editor now lets you block form submissions from specific email domains, helping you filter out unwanted submissions and improve lead quality. 🛑 This feature allows you to block specific email domains or even use HubSpot's default list of free email domains (like Gmail, Yahoo, etc.). When someone tries to submit a form with a blocked domain, they'll receive a message asking for a business email address instead. This new feature ensures that only qualified leads make it through your forms, giving you better control over your submissions. This feature is now available for all Marketing and Content Hub users! #HubSpotUpdates #Forms #LeadManagement #RevOps #DataQuality #ThePros

📢 New HubSpot Feature: Create Notes in Workflows! 📝 Notes in HubSpot are a great way to add important context, summarize updates, and keep your team on the same page. Now, you can automatically create notes within HubSpot workflows. Notes have rich text capabilities that can be formatted based on your preferences and can even dynamically pull in specific property values from your CRM. This feature is a game-changer for helping teams stay aligned and keeping CRM records updated. This feature is now available for all HubSpot Professional and Enterprise users. #HubSpotUpdates #Automation #Workflows #RevOps #ThePros

📢 New Feature Alert: Task-Centered Workflows in HubSpot! 📢 📝 Say goodbye to repetitive task management—HubSpot’s new Task Workflow feature is here to supercharge your task automation! With Task Workflows, you can now trigger automation directly from task events, like creation, status changes, or overdue notifications, for more streamlined processes. Here are some ways you can use this feature to keep your team aligned: 🚨 Notify a sales manager when a critical task is overdue or complete. 🔄 Automatically create tasks in your other project management tools when tasks are started in HubSpot. 📝 Update a specific property on a contact when an associated task is completed. This new feature is available now in Beta for all Pro & Enterprise users! #HubSpotUpdates #TaskAutomation #ThePros #Workflows

🧠 Important Update from HubSpot on Breeze Intelligence Buyer Intent 🧠 Starting December 1, 2024, HubSpot is updating the default settings in customer portals to enable enhanced tracking for its new Buyer Intent feature that is part of its Breeze Intelligence data enrichment solution. By leveraging your existing tracking code, HubSpot is now able to use data points like IP addresses to help businesses identify best-fit prospects. 🔍 What does this mean for your business? HubSpot customers will be able to access Buyer Intent insights, helping you pinpoint leads with a high intent to buy. This update empowers businesses with more data-driven ways to connect with their ideal prospects! For any companies not interested in enabling these enhanced tracking features, be sure to opt out before the rollout. To opt out, follow the following steps: 1️⃣ Head to your HubSpot Settings and go to Account Management > Tracking code 2️⃣ Under Advanced Tracking, locate the Intent Data Access toggle and switch to “OFF”. If no changes are made, Buyer Intent data sharing will be enabled automatically on December 1st. Stay in control of your data, and use these insights to support your team’s growth! #HubSpotUpdates #ProcessPro #BuyerIntent #Privacy

📣 Stay in the Know with HubSpot’s New Weekly Product Updates Roundup! 📣 Hey, Super Admins! Staying on top of the latest HubSpot features just got simpler. With the new Weekly Product Updates Roundup, you can now receive weekly email notifications about the latest features, new betas and upcoming releases straight to your inbox! 🛠️ In Settings: Go to Settings > Notifications > Email and check "Product Updates." Stay on top of what’s new and maximize HubSpot’s potential for your business! #HubSpot #ProductRoundup #ThePros #RevOps

💰 Commerce Hub Update: Easily Save Line Items to the Product Library! 💰 Managing products in Commerce Hub just got a whole lot easier. HubSpot’s latest update lets you save line items directly to your Product Library directly from Deals, Quotes, Invoices, Subscriptions, and Payment Links—streamlining your product management process! The Product Library is a powerful resource for organizing and reusing product information, but it could be time consuming to keep your full list of products up-to-date. Now, with a simple checkbox, you can ensure your line items get added to the Product Library, making it easier to track and reuse these details across your portal. This new feature is available for all hubs and tiers! #HubSpotUpdate #CommerceHub #Billing #RevOps #ThePros

📝 Expanded Association Labels Functionality in HubSpot Workflows! 📝 HubSpot just made workflows even more versatile! You can now add association labels when using the Create Record and Create Task actions. This gives you more control over how records are linked, making it easier to organize and manage relationships between your data. Previously, handling associations between enrolled and newly created records was pretty limited. Now, you can apply relationship labels for even more flexibility! This new feature is now in beta for all HubSpot Professional and Enterprise users. #HubSpot #Workflows #DataManagement #ThePros #RevOps

🎙️ Expanded Functionality for Teams Webinars in HubSpot! Exciting news for HubSpot users who use Microsoft Teams to run their webinars! HubSpot now lets you use contact-based workflows to register contacts for Microsoft Teams webinars—all within HubSpot. 📲 With this new feature, you can dynamically enroll contacts in webinars based on their form inputs or other criteria, removing the requirement for users to register directly on the Teams registration page. Here’s how it works: 1️⃣ Install the Microsoft Teams integration with Full Install. 2️⃣ Create a contact-based workflow and select “Add Contact to Microsoft Teams webinar” under the Integrated Apps section. 3️⃣ Choose the specific webinar to enroll contacts once the workflow triggers. 4️⃣ Sit back and see your registered contacts in the Attendance tab in Microsoft Teams and HubSpot. This update is now available for HubSpot Professional and Enterprise customers using the Microsoft Teams integration. #HubSpotUpdate #Webinars #MicrosoftTeams #ThePros #RevOps #MarketingAutomation

Say goodbye to juggling multiple workflow actions! HubSpot's new Edit Record action combines the power of Copy Property, Set Property, and Clear Property into one simple step. This update will greatly streamline your property management workflows, making it easier to: 1️⃣ Copy, set, or clear properties with just one action 2️⃣ Use data variables to set dropdown properties dynamically 3️⃣ Select multiple values to copy into a single object property This keeps your action panel organized and offers more flexibility in managing your data. This useful new feature is currently in private beta for HubSpot Professional and Enterprise users. #HubSpot #WorkflowUpdate #Automation #RevOps #ThePros