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**: Learn how you can now display user-friendly workflow names on CRM cards without changing your admin naming conventions.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291896

- **Customize Your HubSpot Sales Toolbar in Gmail**: Find out how to show only the tools you need in your Gmail compose window, reducing clutter and improving focus.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284887

- **CRM Tool Approval Feature**: Explore the new read and write controls for CRM tools in agent configuration, giving admins clearer governance over agent actions in workflows.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=300885

- **Screen Capture Button in the Chat Widget**: See how visitors can now take and attach screenshots directly in the chat widget with a single click.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298923

- **Property History and Association History Improvements**: Discover how property history now opens in a side panel and association label changes are finally tracked over time.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291895

- **Agents in CRM Cards**: Learn how Breeze Agent CRM cards let you run agents and view outputs directly from CRM records, with a live demo showing how to set them up in minutes.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298915

- **Caller ID for HubSpot Numbers (U.S.)**: Find out how to self-register your business name as caller ID on HubSpot phone numbers to improve trust and answer rates.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=281906

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 how you can now take immediate action on failed subscription payments in Commerce Hub instead of waiting for automated retries.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=281927

- **Prospecting Agent: 30-Day Automatic Enrollment Completion**: Find out why every adaptive enrollment will automatically complete after 30 days starting April 14, and how to prepare your active enrollments.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298947

- **Sales Workspace: Smart CRM Integration Starting April 27**: See how the Sales Workspace is merging with the Smart CRM to create one unified interface, replacing custom-built tabs with native CRM index pages.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=274890

- **Exclude Imported URLs from Customer Agent Knowledge Re-syncs**: Discover how to exclude specific sub-URLs from being recrawled so your customer agent only uses the knowledge sources you want.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=302895

- **Notifications That Take You to the Right Record**: Explore the upcoming improvement to at-mention notifications that will link directly to the exact CRM record where the mention happened.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298954

- **Data Agent: Activities and Transcripts Data Source**: Learn how Data Agent now analyzes emails, notes, and call transcripts, with updated instructions on selecting engagement types in the data source dropdown.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284950

- **Edit Non-Balance-Changing Properties on One-Time Invoices After Payment**: Find out how you can now fix PO numbers, notes, and recipient emails on paid invoices without recreating them.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298936

- **New Formula Options in Custom Report Builder**: See the two new guided methods for creating formulas, including conditional logic and summary measure, in the custom report builder.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298918

- **Meetings in Workflows**: Discover how meeting properties and automations are now available in workflows, filling a long-requested gap in post-meeting automation.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=238066

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 Across All CRM Objects and Link to Records**: See how @mention notifications are expanding beyond standard objects to include appointments, contracts, courses, and more, with direct links to the record where the mention happened.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298954

- **Meeting Notetaker with Smart Deal Progression**: Explore how HubSpot analyzes meeting transcripts to suggest CRM updates, draft follow-up emails, and surface next steps so reps can stay focused on selling.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=283939

- **Create Your Own Ticket Automation Messages**: Find out how you can now build custom ticket messages for different workflow branches, statuses, and languages — and send them to non-marketing contacts.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=284966

- **Hide Suggested Associations in the Sales Extension**: Learn how a new toggle lets you cut through the clutter in your Gmail or Outlook extension by hiding suggested associations and showing only records you've selected.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298944

- **TikTok in HubSpot**: Discover how TikTok publishing, comment monitoring, and performance reporting are coming to HubSpot's social tools, now in public beta with a March 30 release date.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=274936

- **Export Marketing Emails to PDF and HTML**: See how you can now export email designs for stakeholder reviews, compliance archiving, or HTML handoff to external teams.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285063

- **Individual User Permissions for Views**: Find out how you can share custom CRM views with specific users without opening access to their entire team or company.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298949

- **Create One-Time Invoices from Quotes or Deals with Workflows**: Explore the new workflow action that automatically creates draft invoices from quotes or deals, including handling recurring line items as one-time entries.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298938

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 with nested hierarchies in minutes instead of days.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=281976

- **Centralized Sharing Management for Reports and Dashboards**: See how a new centralized view helps admins find and fix broken report shares when users are deactivated, without contacting support.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298957

- **Memberships Access Groups CRM Card**: Discover the new CRM card that shows all access groups a contact belongs to right on the contact record, with quick actions for password resets and registration emails.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=298899

- **Customize Criteria in Account Cleanup**: Explore how custom filters let you tailor cleanup policies beyond the default unused and last-modified criteria to protect important assets from unintended deletion.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=298885

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 of seat type, with clear access-level indicators.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=284913

- **Multi-Object Syncs to the CRM from Data Studio**: See how Data Studio users can now sync multiple objects and create associations between them in a single operation.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=285005

- **Customize Confirmation Email in Meeting Scheduling Pages**: Explore how you can now customize the subject line, title, body, and image of meeting booking confirmation emails.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=277894

- **Prompt Sharing in Breeze Assistant**: Discover how teams can now share prompts across an entire portal, standardizing AI workflows through a shared prompt library.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291889

- **Data Agent: Activities and Transcripts Data Source**: Find out how Data Agent can now analyze emails, notes, and call transcripts to answer questions about customer engagements.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284950

- **New Actions and Limits Added to Forms Simple Workflows**: Learn how form simple workflows now support up to three actions for non-Marketing Hub portals, up from one.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=290913

- **Granular Citations and Deep-Linking**: See how Knowledge Vault citations now point to the specific page and section within documents where referenced content appears.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291921

- **Automated Sales Tax Calculation for Quotes**: Discover how sales tax can now be calculated automatically on quotes in real time, no payment processor enrollment required.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=277906

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 articles directly from visibility recommendations, turning insights into ready-to-edit content.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=298927

- **AEO: Track and Improve Your Brand Visibility in AI-Powered Search**: Explore HubSpot's Answer Engine Optimization tool for measuring and improving how your brand appears in AI-generated responses from ChatGPT, Gemini, and more.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=277890

- **Find Reports You're Not Using**: Discover a new reports list view that surfaces reports untouched for six months or more, making portal cleanup faster.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=224905

- **Enhanced Frozen Columns**: Learn how the upgraded table experience lets you freeze as many columns as you need with intuitive drag-and-drop controls.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291892

- **Revert to Prior Revision in Workflows**: Find out how workflow revision history now lets you roll back to a previous version when changes don't go as planned.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285055

- **Send from Outlook Aliases**: See how Outlook users can now send emails from CRM using their connected account aliases without leaving HubSpot.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=187901

- **TikTok Ads Integration**: Discover how connecting your TikTok ads account brings ad data, attribution, and audience sync into HubSpot alongside your other channels.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=284907

- **Unifying Reply Recommendations and Customer Agent**: Learn how these two experiences are merging into one, giving reps AI-powered reply suggestions inside Help Desk without deploying a fully autonomous agent.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284912

- **Brands Support in Invoices, Payment Links, and Subscriptions**: Explore how multi-brand organizations can now carry the correct branding through to invoices, payment links, and checkout pages.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283912

- **Updated Customer Portal Powered by CMS**: Find out how the redesigned customer portal brings CMS-level design flexibility, multi-conversation views, and improved search to your self-service experience.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=273889

- **Rotate Record to Owner Action in Conversation-Based Workflows**: See how automated conversation handoffs now respect inbox permissions and route to the right team members.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=277897

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 teams set clear expectations and reduce bottlenecks in the approval process.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291905

- **Send from Outlook Aliases**: Discover how Outlook users can now send from their account aliases directly within HubSpot, unlocking sequences and bulk enrollment.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=187901

- **Improved Company and Contact Record Defaults for Pro+ Customers**: Explore the upcoming CRM record redesign arriving March 23, featuring smart Breeze-powered cards, new default tabs, and enhanced timeline filtering.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283913

- **Revert to Prior Revision in Workflows**: Find out how workflow revision history is now live, letting you restore earlier versions when changes don't go as planned.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=285055

- **Contact Email Logging Rules: Create New Contacts from Logged Emails**: See how a new setting automatically creates CRM contacts from inbound emails to personal connected accounts, available across all hubs and tiers.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=284972

- **Customize Criteria in Account Cleanup**: See how custom filters let you tailor cleanup policies to protect important assets while automating routine housekeeping.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=298885

- **Unpublish a Form**: Learn how you can finally take forms offline without deleting them, preserving submission data while keeping your portal clean.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=279925

- **Cleanup Automation for Unused Reports**: Find out how account cleanup can now automatically remove unused reports to keep your reporting environment organized.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=295885

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 why it does not include sending emails from workflows.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=237982

- **Track Your Scheduled Sequence Sends and Inbox Limits**: See how the new chart helps sales reps monitor daily email usage and upcoming sequence sends to protect deliverability.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=290893

- **Add Line Items to Deals via Workflow Actions**: Discover how you can now automatically attach products and quantities to deals when a workflow triggers, eliminating manual deal setup.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=281984

- **Prospecting Agent Gets Smarter: Buying Signals and Contact Sourcing**: Explore the prospecting agent's evolution into an end-to-end outbound tool that detects buying signals and sources contacts from ZoomInfo, Apollo, and Surf.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=285059

- **Email Property**: Find out how the new email property type with built-in validation helps keep your CRM data clean with format checks and domain restrictions.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285030

- **Custom Events Are Now Available to Pro Customers**: Learn how this former Enterprise-only feature now lets Pro customers track behavioral data across product usage, purchasing, offline interactions, and more.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=290914

- **Revert to Prior Revision in Workflows**: See how revision history gives you a safety net to restore earlier workflow versions when changes don't go as planned.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285055

- **Take Action with ChatGPT: Update CRM Records and Access More Objects and Engagements**: Discover expanded write access and engagement visibility in the HubSpot connector for ChatGPT, including new objects and activity logging.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=251916

- **Assign Conversation Owner Update: New "No Owner" Option**: Find out how you can now automatically clear conversation ownership in workflows, returning work to shared views.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=281979

- **Credit Memos QuickBooks Online Data Sync**: Explore bi-directional credit memo syncing between HubSpot and QuickBooks Online, keeping financial records consistent across platforms.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285040

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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 and reduced setup friction.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291901

- **New Actions and Limits Added to Forms Simple Workflows**: Learn how forms simple workflows now support up to three actions, letting you build more complete post-submission automations without switching to the full workflows tool.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=290913

- **Introducing the Technology Partner Program Dashboard**: Explore the new in-product dashboard that gives technology partners self-serve visibility into their tier status, benefits, and progression within HubSpot's partner program.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284963

- **Identify Meta as Paid Social Traffic**: Find out how HubSpot now automatically categorizes UTM source "Meta" traffic as paid social instead of "other," giving you cleaner ad performance reporting.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291929

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

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, keeping revenue tracking accurate even when purchases happen outside traditional deal workflows.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=288900

- **Show or Hide Pricing Tiers on Quotes**: Find out how to control whether buyers see your tiered pricing breakdowns or just the effective unit price on quotes.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=293885

- **Edit Ticket Automation Messages with the Redesigned Email Editor**: Learn how Service Hub users can now design branded ticket received and ticket closed emails using the full drag-and-drop editor, no Marketing Hub required.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=281951

- **Inline Association Table**: See how you can now view and act on associated record data directly from any CRM index page, with search, filtering, and bulk actions built in.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=284921

- **Brands Support in Invoices, Payment Links, and Subscriptions**: Explore how multi-brand organizations can now assign correct branding across invoices, payment links, and checkout pages in Commerce Hub.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=283912

- **Cleanup Automation for Unused Reports**: See how automated monthly report cleanup with configurable thresholds from three months to three years helps keep your account organized.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=295885

- **Dynamic Prompt Suggestions in Breeze Assistant**: Learn how Breeze Assistant now serves personalized prompt suggestions based on your role, permissions, and current page context.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291918

- **TikTok Integration for Social**: Explore the updated knowledge base documentation for drafting, scheduling, and monitoring TikTok content from HubSpot.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=274936

Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!