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.

CRM Field Mapping Refresh

New Sales View Filter — Journey Membership

You can now filter accounts and contacts in the Account Intelligence Sales View using existing journeys.

Use the new Journey Membership filter and select the journey you want — instantly narrowing your view to only the accounts or contacts that are part of that journey.

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.