HubSpot Beta
Program

Join the adventurous few and help make HubSpot better

Why join the Beta Program?

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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
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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
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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
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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.

New Workflow Actions: Create CRM Deals and Tasks

As your sales team grows, the ability to automate your sales processes is critical to your organization's success.  This is why we've added options to create Deals and Tasks to HubSpot Workflows, saving sales reps and managers precious bandwidth and enabling them to focus on what’s really important --- meeting the needs of their prospects and closing deals.

How does it work?

When selecting a workflow action, you’ll now see a new grouping for “Sales Actions,” which features “Create a Task” and “Create a Deal.”

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When you choose “Create a Deal,” you’ll be able to assign a HubSpot owner, name the deal, and choose a pipeline, Deal Stage, Close date, and amount.

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When creating a task, you can set status, due date, owner, and description.

How is this useful to me?

A couple of common use cases for this feature might include:

  • Auto-creating a new Deal when a contact or prospect fills out a particular form, such as a 'Request a Demo' or 'Start a Trial' form
  • Auto-creating a Task for a rep to follow up with a contact or lead who views your pricing page, clicks a certain CTA, or views a webinar.

Please note that at the moment, assigning a Deal or Task through a Workflow does not cause an email notification to be sent to the owner of the new Deal or Task.

We’d love to hear your feedback on these new sales actions in Workflows.  What do you think of this feature?  Please leave your feedback in the comment section below.

Thanks!

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