IV-LEAD, Tel Aviv (2026)

18/06/2025

🚀 𝗝𝘂𝗻𝗲’𝘀 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗨𝗽𝗱𝗮𝘁𝗲𝘀: 𝗙𝘂𝗹𝗹 𝗕𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻 𝗡𝗼𝘄 𝗟𝗶𝘃𝗲

Last week we shared the highlights - today, we’re going deeper.

June was a big month, especially for Service Hub, but not only. HubSpot rolled out enhancements across automation, CRM, content, and data governance - all designed to help teams work smarter, scale faster, and stay in control.

Here’s a quick refresher on what’s new:

🔹 AI-Recommended Actions in Workflows – Smarter, contextual suggestions to optimize automations.

🔹 Clone Entire Journeys in Journey Automation – Scale repeatable experiences without starting from scratch.

🔹 Workflow-Level Property Access Control – Greater control over who can view/edit sensitive data.

🔹 Automatic Structured Data for Videos – Boost your video SEO with zero extra work.

🔹 Faster Property Creation in CRM – Add new fields without leaving the index page.

But that’s just scratching the surface.

👉 We’ve published the full breakdown of June’s release on our blog, including use cases and practical tips for each feature.

www.iv-lead.com/hubspot-by-iv-lead/hubspots-monthly-product-update-june-edition - Check it out and stay ahead of what’s coming.

09/06/2025

𝗡𝗲𝘄 𝗶𝗻 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 (𝗕𝗲𝘁𝗮): 𝗖𝘂𝘀𝘁𝗼𝗺 𝗘𝘃𝗲𝗻𝘁𝘀 - 𝗡𝗼 𝗖𝗼𝗱𝗲 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱

HubSpot has quietly rolled out a beta feature that solves a long-standing challenge:

You can now create Custom Events directly within the Data Management section - no developers, API calls, or third-party tools needed.

Just define your event in a few clicks, and it’s instantly available in HubSpot.
This update makes it significantly easier to:

💹 Feed the Revenue Attribution tool with meaningful, signal-rich data
📊 Build smarter, more accurate reports
🔎 Track key milestones that matter most to your business

If you’ve struggled to connect marketing, sales, and revenue into a unified view - this is a big step forward.

You’re no longer limited to form submissions or email clicks. Now, you can define and report on the interactions that actually count.

22/05/2025

🎯 Want better leads from your HubSpot forms? Then it's time to go beyond the basics.

Whether you're building your first form or optimizing existing ones, your form strategy can make or break your lead gen performance.

From choosing the right form type to advanced customization, we’ve broken down everything you need to know - clearly and step-by-step.

✅ How to create and edit forms
✅ Which fields to use (and avoid)
✅ Smart tips for better conversions
✅ HubSpot tricks that most people overlook

If your forms aren't bringing in the right leads - this guide is for you👉 https://www.iv-lead.com/hubspot-by-iv-lead/create-and-edit-forms

18/05/2025

It's time for HubSpot's May Product Update! 🚨

A new release this month helps business growth by boosting efficiency, automating workflows, and enhancing automation. Many changes go deeper than renaming existing features - they improve everyday usability with meaningful upgrades.

This article will describe what's new in HubSpot CRM and how these updates can streamline your daily process.

https://www.iv-lead.com/hubspot-by-iv-lead/hubspots-monthly-product-update-may-edition

13/05/2025

𝗛𝘂𝗯𝗦𝗽𝗼𝘁’𝘀 𝗠𝗮𝘆 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 𝗶𝘀 𝗛𝗲𝗿𝗲! 🚨

This month’s updates bring new ways to boost efficiency, automate more, and fuel your business growth. Continually evolving its platform, HubSpot continues to offer both subtle improvements and impactful changes.

Wondering what’s new? We’ve highlighted the key changes for you. A full deep dive is on the way - stay tuned! 👇

𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻

New tools for testing, analytics, and governance enable you to plan, automate, and optimize full funnel customer journeys.

Use case: Marketers can now visually plan lead nurturing or re-engagement campaigns, identify drop-off points with real-time analytics, and test improvements without disrupting live workflows. The result is a reduction in the reliance on siloed workflows and better outcomes across the entire customer lifecycle.

𝗡𝗲𝘄 𝗠𝗼𝗱𝗲𝗿𝗻 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝗺𝗮𝗶𝗹 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀

Launch high-impact campaigns quickly with a new library of polished, responsive email templates.

Use case: When creating your next product launch or event invitation, you can now start with a professionally designed template and quickly customize it to match your brand. It accelerates campaign delivery and ensures a seamless mobile and desktop experience.

** The new templates will automatically appear in your template selection screen after joining this beta. You will no longer be able to choose from the previous default templates. Saved templates will remain intact.

𝗘𝘅𝗽𝗮𝗻𝗱𝗲𝗱 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗜𝘀𝘀𝘂𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁

Using the workflows tool, users can now view and manage more types of automation issues.

Use case: Get real-time visibility into issues like enrollment failures or property mismatches instead of chasing down failed actions across tools. This allows for faster resolution and stronger automation reliability.

𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗗𝗲𝗮𝗹𝘀 𝗦𝗶𝗱𝗲𝗯𝗮𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲

Quickly access Deal insights with a customizable two-column sidebar.

Use case: When updating a deal or preparing for a call, reps can now see next steps, risks, and contact information in one view - without scrolling or switching tabs. This keeps them in flow and improves pipeline momentum.

17/04/2025

It's time to unwrap HubSpot's monthly product update!🚨

In its latest release, HubSpot offers significant changes for streamlining operations, automating processes, and growing businesses. Whether it's a local adjusment or a major upgrade, HubSpot never stops improving their amazing product.

In this article, we will examine what's changed in HubSpot CRM and how it affects your everyday use of the platform. Check it out!👇🏻

https://www.iv-lead.com/hubspot-by-iv-lead/hubspots-monthly-product-update-april-edition

02/04/2025

Brenmiller Energy, a NASDAQ-traded leader in sustainable thermal energy storage, faced major challenges in data management, sales operations, and team communication.

While the company had implemented HubSpot CRM, it struggled to fully utilize the platform and align its global sales teams under a unified strategy. IV-LEAD was brought in to optimize their sales processes, enhance CRM adoption, and provide structured training to streamline communication and boost efficiency.

The results? A transformed, data-driven sales operation.

Curious about how we tackled these challenges and helped Brenmiller unlock the full potential of HubSpot? Read the full case study here 👇

www.iv-lead.com/hubspot-by-iv-lead/optimizing-sales-operations-with-hubspot-crm-brenmiller-energys-success-story

30/03/2025

There's an update in private beta for HubSpot that you didn't know you wanted🤩

Upon logging on to HubSpot, the new HubSpot Home page helps you locate the right data quickly and take the next best step.

How does it work?

In the global navigation bar underneath the sprocket, click the "Home" icon to access HubSpot Home at any time.

Users can find dynamic, personalised content on the Home page, including:

☑️Jump back in and pick up where you left off: links to forms, emails, workflows, and more from your in-progress work.

☑️In need of your attention: Important items requiring your attention - such as approvals, comments, workflow, and connection errors.

☑️Recommended for you: personalized suggestions on what to do next - including the tools and features you should be using - in order to maximize HubSpot's value.

11/03/2025

New month, new HubSpot updates! 🚀

This month, HubSpot has rolled out exciting enhancements across its platform, giving businesses more ways to automate, optimize, and grow. Whether you’re in marketing, sales, or customer success, these new features will help you work more efficiently and make smarter decisions. Ready to see what’s new? Let’s break it down.

Here are some of the key highlights from this month’s release. This is just a sneak peek—stay tuned for a full breakdown in an upcoming post! 👇

Preview Score Insights in Lead & Health Scores

Analyze and refine lead and health scores based on data-driven insights across thousands of records.

As a sales or marketing team builds or adjusts Lead or Health Scores, they can view average scores and distribution patterns to determine how their changes will affect records. Having this level of visibility enables confident adjustments, ensuring that scoring models are aligned with customer value and readiness.

Improved Report Search

You can now find key insights instantly with AI-powered search that delivers recommendations, saved reports, and recent reports.

When searching for a report, you can now see AI-recommended reports, recently searched reports, and saved reports all in one place. As a result, search time is reduced, you can pick up where you left off, and you can access critical insights quickly (be sure AI settings are enabled).

New Deal Views in the Sales Workspace: Closed Won & Closed Lost Deals

Use the Sales workspace to analyze closed deals more effectively with separate views for won and lost deals.

Managers reviewing team performance can now compare successful deals with lost opportunities without having to sift through mixed data. Teams can improve conversion rates by identifying trends in closed lost deals and doubling down on winning patterns.

“Current stage” calculated properties for deals

Improve pipeline efficiency by identifying stalled records and tracking deal duration with calculated properties.

Monitoring deal progress is now easier, as you can see how long a deal has been in its current stage without manual tracking. Sales teams can identify delays, optimize follow-ups, and move deals forward more efficiently this way.

Forecast multiple outcomes using custom date and currency properties

Build revenue projections tailored to your business needs using any custom deal date and currency properties.

Set up a custom date property to reflect when revenue is realized, aligning revenue forecasts with actual revenue recognition. In addition, you can track different revenue streams by utilizing custom currency fields, ensuring that your forecasts account for all important outcomes.

Workflow date delay improvements

Set custom workflow timing based on contact-specific time zones and datetime properties to ensure communications and tasks are completed on time.

With automated messages, you can now send them based on the recipient's local time - for example, sending birthday greetings or renewal reminders at just the right time. A well-timed outreach helps prevent poorly engaged audiences, increases engagement, and enhances personalization.

04/03/2025

Yet another brilliant HubSpot update: Track CTA-attributed form submissions!

Many of our clients ask us, "How do you know if your CTAs lead to form submissions?" The answer so far has not been easy, but guess what? It just got way better.

You can now see how many visitors filled out a form after clicking a CTA.

You can track the actual performance of your CTAs with attributed submissions-the percentage of visitors who clicked a CTA and then filled out a form.

How does it work?

Your CTAs are automatically tracked by HubSpot.

- On the CTAs dashboard, click 'Analyze' to see the overall submission rate.
- Check out each CTA's performance page to see how it's doing.
- Clicking a CTA also gives you a list of people who filled out the form.

For anyone who relies on CTAs for lead generation, this is invaluable!

** Available on Marketing Hub & Content Hub (Starter, Pro, Enterprise).

03/03/2025

The Canva team just announced that it will be integrating directly with HubSpot, making it even easier to create and publish stunning visuals without even leaving your CRM.

These are some of the use cases that can be addressed:

- You can design social posts, emails, and landing pages right inside HubSpot using the drag and drop editor.

- Ensure that all your marketing assets maintain a consistent brand identity.

- Avoid the hassle of downloading and uploading files.

Check out the "Design with Canva" button on your HubSpot portal!

02/03/2025

Another exciting update for Sales Managers in HubSpot (this seems to be an ongoing trend🤩)

Managing a sales team just got a whole lot easier. Introducing HubSpot's Sales Performance Workspace, a tool designed to help Sales Managers track team , monitor goals, and identify coaching .

This update includes:

🤖 Summary Tab powered by AI - Identify coaching opportunities, risks, wins, and immediately.

🤝 My Team tab - Provides a clear understanding of each representative's performance, from prospecting to closing.

📈 Insights that are automatically generated - No more manual calculations, just instant, actionable information.

🧐 Early Risk Detection – Respond to obstacles before they hinder your targets.

📊 Streamlined Reporting – Easy access to key analytics and performance trends.

Having faster insights, stronger coaching, and better results will be huge for sales leadership.

IV-LEAD

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