SPOTTER | Your Hubspot Helper

📢 Announcement

Customize Record Title Cards

A small change with a lot of impact for us HubSpot nerds. From the first time customized a record view, I have had specific asks from users to be able to change the title card to suit that account’s most important information.

Some people don’t want amounts on a deal title card. Some people want a custom property to take center stage.

Yes, we have been able to make custom cards on the left side bar for a long time, but this is the last non-customizable part of the record page.

At long last, the WHOLE record page is customizable.

Tip

Quick fix for a common HubSpot headache.

Bulk Restore CRM Changes

This feature has been around for a while (maybe a few months) but I think we’re just coming to terms with how powerful, dangerous, and useful it is.

Pick an object, pick a source (crm changes, import, workflow), and select the properties and dates, and it becomes like a magical bulk “undo”.

If I had a dollar for every time i had to make a complex workflow to reset changes like this, I’d probably have almost enough for a grande mocha latte from Starbucks.

Once you configure the restore, it allows you to see a preview of what is about to change, so you aren’t going in blind.

If you know someone who might need this feature, feel free to forward them this email.

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