5 Essential HubSpot Updates for Credit Unions – March [Video]

HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently.

Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations.

Let’s dive in!

1. Set Marketing Contacts in Deal-Based Workflows

Previously, setting marketing contacts within deal-based workflows required a workaround—you had to set a delay, transfer the contact to another workflow, and then update the status. Now, HubSpot has simplified the process!With this update, you can:

Set marketing contact status directly within deal-based workflows.
Easily associate a contact with a deal.
Trigger communications based on deal pipeline activity.

This is especially useful for credit unions using deal pipelines for loans, allowing seamless communication with members about loan applications.

2. Anniversary-Based Workflows (Beta)

For credit unions managing membership renewals, loan anniversaries, or important dates, this beta feature is a game-changer. Previously, setting up anniversary-based workflows required multiple workarounds, but now it’s built …

Tags Automations, Marketing Tips, Marketing Tools