Ready to get even more out of HubSpot in 2025?
The latest updates are here, packed with tools to save you time, automate more tasks, and take your customer service to the next level. Whether you're a marketer, business owner, sales pro, or a HubSpot veteran, these new features are definitely worth checking out.
From simplified invoicing to enhanced tracking and customisation options, these updates are all about working smarter, not harder. Let’s dive into our top five features HubSpot rolled out this month—you won’t want to miss these!
1. Associate Tickets and Invoices
Release Date: 9 January 2025
What's New?
HubSpot now lets you link Tickets directly to Invoices. Yep, you heard that right!
You can easily track which invoices came from specific tickets (and vice versa). It’s like connecting the dots for your customer’s journey—from submitting a ticket to making a payment.
Why It Matters?
For businesses using support tickets, this feature is a total game-changer. Here’s why:
- Generate detailed reports to see how many invoices started as support tickets.
- Give your financial and support teams the full story behind each ticket or invoice, so everyone’s on the same page (no more guesswork!).
- Gain deeper insights into how your service impacts revenue and customer loyalty.
Bottom line? This update creates a smoother workflow between sales and customer service, helping you make smarter, data-driven decisions. Plus, it’s one less headache for your teams—win-win!
2. Automate Invoice Creation with the Public Invoices API
Release Date: 11 November 2024
What 's New?
OK, not a January release but definitely worth noting, if you missed it.
HubSpot’s new Public Invoices API makes creating invoices a breeze!
Whether you’re using HubSpot or an integrated system like Stripe Payment Processing, you can now generate invoices automatically. Once everything’s set up, you can send invoices digitally to your customers—or, if you prefer, mark them as paid manually. Simple, efficient, and ready to make your billing process smoother!
Why It Matters?
Tired of manually crunching numbers for invoices? It’s time to level up—this change is a game-changer.
- Save Time: Automating invoices means fewer repetitive tasks and more time to focus on what matters.
- Seamless Integration: The API connects with your accounting tools or other systems, so you can generate invoices without jumping between platforms.
- Boost Accuracy: Automation helps dodge those pesky human errors.
Say goodbye to tedious invoicing and hello to a smarter, streamlined system that works as efficiently as you do.
We have just finished helping a customer by creating a custom API integration between HubSpot invoices and their preferred accounting software. While the accounting software had its own API, it was a bit tricky to work with.
So, we developed a tailored solution that allowed them to enjoy HubSpot’s user-friendly invoice interface while seamlessly recording every transaction in their accounting system—automatically. Problem solved, hassle-free!
3. Preview and Customise Invoice Emails
Release Date: 9 January 2025
What’s New?
You can now preview and customise invoice emails right in the platform. Need to tweak the language, add a personal touch, or showcase your branding? No problem—this feature puts you in the driver’s seat.
Plus, invoices can include handy links or PDFs, making it super easy for recipients to access. Simple, professional, and totally on-brand!
Why It Matters?
First impressions matter—yes, even in invoicing! Sending a polished, branded email isn’t just about looking good; it’s about showing professionalism and earning your customers’ trust.
Here’s how to level up:
- Custom Branding: Make your emails feel authentically you by matching the tone and style of your brand.
- Flexibility: Whether it’s a one-click link or a handy PDF download, you choose how your invoices are delivered.
- Better Customer Connections: Personalised emails don’t just inform—they engage, building trust and transparency.
With these tools, invoice communication becomes a breeze—sent exactly how you want, no guesswork required!
You can easily set up custom reminders to automatically send before an invoice is due or after a payment date—because who doesn’t appreciate a little nudge at the right time?
4. Find Answers Faster with HubSpot AI Insights
Release Date: January 2025
What's New?
HubSpot's AI capabilities just stepped up a notch. With AI Insights now available across your reports and dashboards, you can quickly identify patterns, anomalies, and key data points. The AI not only highlights issues but also suggests potential actions to take.
Why It Matters?
Say goodbye to hours spent digging through reports for actionable insights. This feature empowers your team to focus on proactive strategies using data-driven perspectives.
- Optimise campaigns by identifying areas needing improvement.
- Speed up decision-making with AI suggestions based on your data trends.
- Remove bottlenecks by identifying inefficiencies in your sales or service pipelines.
When your AI doesn't just analyse but actively recommends steps, you're working smarter, not harder.
5. Courses, Services, Appointments in Custom Objects
Release Date: Live Beta
What's New?
We’re excited to share some big news! Custom Objects, previously available only for Enterprise Hubs, is now expanding its reach….
We are currently trialling Courses, Services and Appointments in Custom Objects, allowing users to create custom objects for these specific types of data. This feature provides a more organised and efficient way to manage your courses, services, and appointments within HubSpot.
Why it Matters?
This new feature allows for more flexibility in organising and managing your data within HubSpot. By creating custom objects for courses, services, and appointments, you can easily track and analyse this specific type of information without cluttering up other areas of your CRM.
This can also lead to better decision-making as you have all relevant data in the right place so you can:
- Better track and manage your courses, services, and appointments in one central location.
- Generate detailed reports on the performance of each course, service or appointment type.
- Create Pipelines for each type of data so that you can tailor the pipeline for different aspects of your company’s offer i.e. Services, Courses, Appointments.
Furthermore, with HubSpot's flexible reporting features, you can easily customise your reports to focus on specific custom objects. This allows for a more comprehensive understanding of your business and can aid in identifying areas for improvement.
What we are really excited about is the ability to create pipelines specifically for each type of data gives you greater control over your sales process. You can set up different stages and actions for courses, services, and appointments based on their unique characteristics.
This not only streamlines your workflow but also ensures that each type of data is given the appropriate attention it deserves.
Elevate Your HubSpot Experience
These innovations from HubSpot are designed to make life easier for businesses. Whether you're focused on improving customer service, integrating invoicing, or leveraging AI to refine your strategies, there’s a tool here to help you grow.
Remember, the key to maximising these features is taking the time to explore and integrate them into your daily workflows.
Get In Touch
If you'd like some help setting up or accessing these new features and more from Hubspot get in touch with our team today.
