November 3, 2025

Marketing Intelligence

Salesforce Spend Sync

You can now sync advertising spend directly from Salesforce — including both online and offline events. No more spreadsheets — HockeyStack now pulls your spend data automatically!

Enable it in Settings → API & Integrations → Salesforce → Configuration by toggling Salesforce Spend Sync.

For details, read more here: Syncing Spend from Salesforce

Text Blocks in Dashboards

You can now add text blocks to your dashboards!

• Add them just like reports — scroll to the bottom of your dashboard, click the "+" button and select “Text Block.”

• Use them to include headers, notes, or explanations to help your team understand the context behind your data.

Now your dashboards don’t just display data — they tell the story behind it.

Improved Company Properties in Journey Sidebar

We’ve enhanced how company properties appear in the journey sidebar.

• You can now customize which properties show by default — go to Settings → Reporting & Tracking → Choose default company properties.

• This helps you focus on the most relevant company information for every journey.

New Report-Level Configuration Options

You can now fine-tune attribution directly within each report using new toggles in Report Configuration:

• Use Opportunity Contact Role in Attribution Previously a global setting — now configurable per report. Applies to Deals, Opportunity Line Items, and Campaign Subscriptions, filtering identities based on Opportunity Contact Role matches.

• Filter Touchpoints by Report Date Range A new option that limits attribution to touchpoints occurring within the report’s selected date range — for more accurate, time-bounded insights.

Report Foldering

You can now organize your reports into folders!

• Create folders to group related reports together.

• Drag and drop any reports into them for quick organization.

• Folders act as a separate, structured view of your existing reports — making it easier to navigate and manage your workspace.

Odin

Report & Dashboard Mentions in Odin

You can now analyze dashboards and reports directly in Odin — just paste their links into the chat.

No need to attach anything — simply drop the link, and Odin will recognize and analyze it automatically.

Account Intelligence

CRM Field Mapping Refresh

• Improved readability: Updated the Salesforce field-mapping screen to make relationships between fields easier to understand and edit.

• Clearer structure: Added explicit labels for Field Label, Field Name, and Field Type.

• UI refresh: Simplified selectors and input styles for better clarity when configuring static or dynamic values.

• No behavior change: All existing sync logic and field mappings remain fully compatible.

Contact Enrichment

Account Intelligence now enriches contacts automatically using external datasets, internal HockeyStack data, and your CRM data.

• Fills in missing details like name, title, LinkedIn URL, and profile picture.

• Works across workflows and views at the contact level.

• Example: when HockeyStack captures an email from a website visit or form fill, it can enrich that contact with profile data — and if the email matches a CRM record, it also pulls in additional CRM details for that contact.