HubSpot Beta
Program

Join the adventurous few and help make HubSpot better

Why join the Beta Program?

+

sprocket

HubSpot beta testers get early access to the features the development team is working on. The program is exclusive - only made up of the most beta-tolerant and sophisticated of HubSpot users. We want to make the software better for you so we want thoughtful feedback on each new release from our testers. How useful did you find it? What bugs still need fixing? What could be improved, added, or taken away?

Keep in mind, this program isn't just a walk in the park. Being a part of the beta group at HubSpot is a commitment. It means you agree to use some software in your daily life that is bound to be a little rough around the edges. It also means you’re willing to take the time to help us smooth out those rough edges. 

How it Works

Step 1
Tell us more about you
more-about-you.png
The first step of applying to the beta program is to fill out an application that tells our team a little more about you, your company, and what HubSpot tools you're using. It's also essential for us to get a sense of how comfortable you are with buggy software and how often you're willing to provide feedback. 
Step 2
We review your application
more-about-you.png
We'll look over the applications to determine if the beta program is the right fit. There's a chance that based on the answers given on the beta survey, some applicants may not have quite the level of comfort with buggy software that we’re looking for. To put folks who are less than extremely beta-tolerant into an intensive beta program is just unfair, so not everyone is accepted.
Step 3
You get an answer
more-about-you.png
All applicants will receive an email back from our User Experience Research team. If we've determined that the beta program isn't the best fit, feel free to respond back to our email with any questions or feedback. If you've been accepted into the beta program, you'll start receiving emails about new beta releases.

CRM Required Properties

Now in beta for HubSpot CRM is the ability for Administrators to set the properties a team sees when creating contacts, companies, and deals - independently from the properties that live on the “About” section. In addition, Admins can now select required properties for creating new contacts, companies, and deals.

These updates will allow for a quicker and more straightforward creation process for a team, more consistent data quality, and more flexibility around which properties a team sees.

How does it work if I'm an Admin?

There are two sets of properties at play: properties that appear in the About section on the left-hand side of a CRM record and properties listed on the screen when you're creating a new CRM record. As an Admin, you'll be able to configure the properties that appear in both locations from the CRM Settings.

In HubSpot CRM, navigate to 'Settings' in the top navigation bar. Click into Contacts, Companies, or Deals and you'll see two new options:

Admin Property Config.png
  • The first option allows you to manage which properties appear in the About section on the left-hand side of a CRM record.
  • The second option allows you to manage the properties listed on the screen when your team is creating a new CRM record.

When you click to manage the properties in either section, you'll be able to customize the properties that appear. For creating new records, you can mark if certain properties are required. In the below example, the property “Title” is required, which means that a new contact cannot be created until this property is filled out. Note: any properties marked as required will appear when creating new records from both HubSpot CRM and HubSpot Marketing.

Required properties.png

How does it work if I'm not an Admin?

You'll still be able to add your own properties to the About section of a contact, company, or deal record. These properties will be in addition to the properties that your Admin has selected to be included or required for your team.

 

Let us know what you think of the newest update by leaving comments below.