Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down nine HubSpot updates focused on putting the right tools in front of the right people, from embedding agents directly in CRM records to giving admins more control over what end users see and how they interact with it. In this episode, you'll discover: - **Customize Workflow Names for the Enroll in Workflow CRM Card*...

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down nine HubSpot updates covering workflow automation, prospecting agent behavior changes, Sales Workspace restructuring, and Commerce Hub improvements. George B. Thomas is on vacation this week, but the updates didn't take a day off. In this episode, you'll discover: - **Manually Retry Failed Card Payments**: Learn ho...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eight HubSpot updates covering CRM mentions expansion, sales extension cleanup, ticket automation messaging, TikTok integration, email export, view permissions, and invoice workflow automation — plus a look at the new Contracts object. In this episode, you'll discover: - **Mentions Now Work Acros...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down four HubSpot updates covering team management at scale, report sharing oversight, membership visibility, and account cleanup customization. In this episode, you'll discover: - **Teams Import for Scalable Org Management**: Learn how bulk CSV import now lets admins create complete team structures w...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down sixteen HubSpot updates covering admin permissions, Data Studio syncs, AI-powered insights, Commerce Hub tools, and workflow automation. In this episode, you'll discover: - **Permission Sets and Seats Are Now Decoupled**: Learn how admins can now assign any user to any permission set regardless o...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eleven HubSpot updates covering AI-powered support unification, answer engine optimization, customer portal redesign, and conversation workflow automation. In this episode, you'll discover: - **AEO: Create a Blog Post from a Recommendation**: See how you can now generate AEO-optimized blog articl...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down thirteen HubSpot updates covering form management, automatic contact creation from email logging, CRM record redesigns, Outlook alias support, and expanding account cleanup tools. In this episode, you'll discover: - **Add a Deadline to Approval Requests**: Learn how a new due date option helps te...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they return after a brief break to cover ten HubSpot updates spanning workflow automation, AI-powered prospecting, tier expansions, and CRM integrations. In this episode, you'll discover: - **Email Workflows**: Learn how the now-public beta lets you trigger automation based on one-to-one emails in your CRM, and...

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down four HubSpot updates covering forms automation, approvals settings, the technology partner ecosystem, and Meta traffic attribution. In this episode, you'll discover: - **New Look for Approvals Settings**: See how the redesigned approvals settings experience gives Enterprise hub admins clearer configuration options...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eight HubSpot updates covering Commerce Hub quoting improvements, ticket email design, CRM index page navigation, and Breeze Assistant personalization. In this episode, you'll discover: - **Quote Associations to Custom Objects**: Discover how quotes can now be linked directly to custom objects, k...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down ten HubSpot updates covering email send rate controls, segment visibility improvements, bulk association management, and marketing event automation. In this episode, you'll discover: - **TikTok Integration for Social**: Discover the updated TikTok integration that brings drafting, scheduling, pub...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas for a lighter Monday batch covering four HubSpot updates, including a time zone fix importers have been waiting for, real-time segment filter insights, meeting notetaker improvements with speaker mapping, and an upcoming auto-disable for unused URL redirects. In this episode, you'll discover: - **Timezone Offsets S...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down thirteen HubSpot updates covering form spam visibility, active lookalike segments, Data Studio warehouse connectors, and Gmail toolbar customization. In this episode, you'll discover: - **Manage Permissions on Line Item Properties**: Discover how field-level permissions for line items have moved...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down seven HubSpot updates covering developer tooling, meeting intelligence improvements, admin permissions, form spam protection, and a feature status change. In this episode, you'll discover: - **HubSpot Developer MCP Server (Local)**: Explore the now generally available MCP server that lets develop...

Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down eight HubSpot updates covering visual search in video, campaign associations, workflow revision history, email signature personalization, and help desk improvements. In this episode, you'll discover: - **Visual Search in Video Library**: Explore how HubSpot now lets you search for specific visual elements across yo...

Back after a few days off, Chris Carolan, Casey Hawkins, and George B. Thomas return to cover twenty-four HubSpot updates spanning deal automation, conditional scoring, multi-step forms, segment-building transparency, and workflow data recovery. In this episode, you'll discover: - **HubSpot Link Previews in Slack**: See how sharing HubSpot record links in Slack now surfaces context-rich CRM previe...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eight HubSpot updates covering recurring meeting sync, Commerce Hub improvements, API authentication changes, and a major Breeze Assistant overhaul. In this episode, you'll discover: - **Sync Recurring Meetings to HubSpot**: Learn how recurring meetings from your connected calendar can now sync i...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down thirteen HubSpot updates spanning built-in video recording, multi-team functionality, and CRM data management improvements. In this episode, you'll discover: - **Video Capture: Record Videos Directly in HubSpot**: See how you can now record videos without leaving HubSpot, eliminating the need for...

Wake up, HubSpot Nation! Are you ready to unlock the full potential of your customer platform? Join us for the latest episode of your favorite unofficial HubSpot morning show, where we dive deep into the valuable features you already own but may not be using to their full effect. In this episode, we cover essential updates that can elevate your business operations: - **Deal Split Reporting**: Lear...

Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down nine HubSpot updates spanning AI agent access, data quality automation, and CRM sync improvements. In this episode, you'll discover: - **Customer Agent - 28 Day Free Access**: Learn how you can now test Customer Agent in real-world scenarios without using paid credits, with free access starting t...

Wake up, customer platform! It's time to explore the incredible value you already possess within HubSpot. Join Chris Carolan, Casey Hawkins, and George B. Thomas in this engaging morning show as they unveil essential updates and tips to help your business maximize its potential with HubSpot. In this episode, you'll discover: - **Restoring Deleted Contacts**: Discover how the new filtering options...

Wake up to the power of your HubSpot platform! In this episode of Wake Up, Customer Platform, we dive into the latest features and updates that can elevate your business operations and unlock the true potential of HubSpot. Key topics covered in this episode include: - **HubSpot Connector for Claude**: Explore how this tool allows you to update CRM records and engage with customer history directly...

Are you ready to unlock the full potential of your HubSpot platform? Join us for an exciting episode of Wake Up, Customer Platform! In this video, Chris Carolan and George B. Thomas dive into the latest HubSpot updates to help you discover capabilities that can elevate your business. Here’s what you can expect: - **Brand Identity Refresh**: Learn how to keep your AI-generated content aligned with...

Wake up, customer platform! Discover the immense value already at your fingertips and elevate your business with the latest HubSpot updates. In this episode of your unofficial HubSpot updates morning show, our hosts Chris Carolan, Casey Hawkins, and George B. Thomas dive into the transformative features that can unlock your platform's full potential. Key takeaways from this episode include: - **En...

Are you ready to maximize your HubSpot platform's data protection and automation capabilities? In this episode of Wake Up, Customer Platform, we explore game-changing updates that strengthen data reliability and expand personalization options. Join Chris Carolan, Casey Hawkins, and George B. Thomas as they walk through twelve significant platform updates, focusing on the features that will have th...