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, publishing, and comment monitoring into HubSpot.

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

- **Quote Associations to Custom Objects**: Learn how quotes can now be linked to custom objects for more accurate quoting and reporting.

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

- **Notion Integration via Data Sync**: Explore the new two-way data sync between Notion and HubSpot, plus Notion as a Data Studio source.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=290910

- **See Number of Emailable Contacts in Segments**: See how you can now check exactly how many contacts in a segment are eligible to receive emails before you hit send.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283907

- **View Full Context of Related Records and Clean Up Associations in Bulk**: Learn how a new structured view lets you see all associated records in one place and remove outdated associations in just a few clicks.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=251885

- **Workflow Action to Register a Contact to a Marketing Event**: Find out how you can now automate contact registration to manually created marketing events through workflows.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=186899

- **Revert to Prior Revision in Workflows**: Explore the now-public-beta feature that lets you restore a previous workflow version when changes go sideways.

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

- **Throttle Marketing Email**: Discover how a new send rate control lets you slow-drip email campaigns for better deliverability and reduced server strain.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=281937

- **Template-Level Styling for Quotes**: Find out how you can now customize fonts, colors, and styling per quote template instead of using a single theme.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291941

- **Redesigned Marketing Event Record Page**: See how marketing events now use the standard CRM record page layout with notes, timeline, and CRM cards.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=282004

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 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 Supported in Import**: Learn how you can now include time zone offsets when importing date/time properties, eliminating the need to convert all timestamps to your portal's local time zone first.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291938

- **Filter Insights**: See how granular filter insights show you exactly which filters expand, narrow, or have zero effect on your segment size as you build it in real time.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291909

- **Meeting Notetaker Improvements**: Discover the latest beta refinements including speaker mapping in transcripts, support for rescheduled meetings, and a change to two-year recording storage.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=222885

- **90-Day Auto-Disable for Unused URL Redirects**: Explore HubSpot's upcoming feature that automatically disables unused redirects while giving you full control to reactivate or opt out entirely.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=237004

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 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 from beta to live, letting you control who can edit sensitive fields like unit price or discount across your quoting workflows.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=279901

- **Daily Spam Submission Digest**: Learn how a new form notification type sends a once-daily summary of blocked spam submissions, giving you clear visibility into what's being filtered on your forms.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=279923

- **Active Lookalike Segments**: See how lookalike segments can now refresh automatically on a schedule, keeping your targeting aligned as your seed segments evolve.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=274900

- **Custom Reports Included in Email Shares with Attachments**: Discover the fix that ensures custom reports are now properly included when sharing dashboards via email.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=290888

- **Customize Your HubSpot Sales Toolbar in Gmail**: Find out how to tailor your Gmail sales toolbar to show only the tools you use, reducing visual clutter in your compose window.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=284887

- **Teams Import for Scalable Org Management**: Explore how bulk CSV import now lets admins create complete team structures, including nested hierarchies, in minutes instead of weeks.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=281976

- **Manage Permissions on Line Item Properties**: Learn how field-level permissions now extend to line items, letting you control who can edit sensitive fields like unit price or discount.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=279901

- **Azure Synapse Connection to Data Studio**: See how this native connector brings Azure Synapse data directly into Data Studio for CRM syncing, segmentation, and reporting.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284988

- **Amazon Redshift Connection to Data Studio**: Discover how Redshift users can now connect their warehouse to Data Studio and activate that data across HubSpot.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284989

- **A New Notion Integration**: Explore the new two-way data sync with Notion, plus Notion as a Data Studio source for cleaning and transforming data before it hits your CRM.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=290910

- **Light Color Theme, Improved**: See the refined color palette and contrast improvements based on customer feedback from the initial theme release.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291926

- **Set Favorite Tab on Mobile Records**: Find out how to set your preferred default tab on mobile CRM records so you land on the right info every time.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=285079

- **GCC High for Microsoft Outlook Sales Email Integrations**: Discover how government cloud users on GCC High can now connect Outlook to HubSpot for email logging and sequences.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=237986

- **Test the Complete Install Flow from Your Listing Preview**: See how app developers can now validate their full install experience before submitting for review.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=291919

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 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 developers build, test, and deploy HubSpot integrations using AI-powered coding clients.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=239890

- **Meeting Notetaker Improvements**: Discover the latest beta updates including rescheduled meeting support, adjusted join timing, and speaker identification in transcripts.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=222885

- **Meeting Notetaker with Smart Deal Progression**: Find out how HubSpot can analyze your meeting transcripts to suggest CRM updates, draft follow-ups, and surface next steps automatically.

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

- **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 indicators showing access levels.

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

- **Add reCAPTCHA v3 to Forms**: See how invisible bot protection and adjustable spam sensitivity give you more control over form submissions without adding friction for real visitors.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=279924

- **Conditionally Required Associations (Status Change)**: Understand why HubSpot has discontinued development of this previously announced Smart CRM feature.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=274957

- **Approvals Notifications in Slack and Teams**: See how Enterprise teams can now receive real-time approval pings in the tools they already use.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=285060

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 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 your video content by describing what you see.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=238903

- **Auto-Enrollment for Developer Platform Betas**: See how a one-time opt-in gives developers automatic access to all current and future platform betas.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=286886

- **Retroactive SLAs**: Learn how admins can now apply SLA changes to existing tickets, not just new ones.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=286896

- **More Personalization Options for Team Email Signatures, Phase 1 of 2**: Discover the first phase of revamped team email signatures, now supporting individual email address, phone number, and job title with custom properties coming next.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285077

- **Associate Contacts, Deals, and Tickets with Campaigns**: Find out how you can now manually associate contacts, deals, and tickets with campaigns from multiple locations, enabling revenue attribution for offline marketing efforts.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285001

- **Deprioritizing AI-Powered Report Editing**: Learn why HubSpot is closing this private beta after evaluating early usage and feedback.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=246893

- **Send an Email to Create a Ticket in Help Desk**: See how support reps can now send an outbound email and create a ticket simultaneously.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284916

- **Revert to Prior Revision in Workflows**: Discover how revision history now lets you restore a previous workflow version, giving you a safety net when making changes.

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

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

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 previews automatically, eliminating the need to click through static URLs.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=225897

- **Granular Filter Insights in Segments**: Explore how real-time visibility into each filter's impact on your segment size removes the guesswork from list building.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=238058

- **Improved Spam Visibility & Management in Forms**: Learn how new spam tabs, richer submission details, and easier access to spam settings help you triage form submissions faster.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=279922

- **Enhanced Multi-Step Form Logic**: Discover how new hide and show step-level actions let you dynamically adjust form paths based on visitor responses.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=265890

- **Meeting Notetaker with Smart Deal Progression**: Find out how HubSpot analyzes your meeting transcripts to suggest CRM updates, draft follow-up emails, and surface next steps automatically.

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

- **Workflow CRM Property Data Restore**: See how admins can now undo CRM property changes made by workflows within the last fourteen days, eliminating hours of manual data cleanup.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=291891

- **Add Line Items to Deals via Workflow Actions**: Explore the new workflow action that lets you automatically attach products and quantities to deals the moment a trigger fires.

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

- **Conditional Scoring with "and" for Lead Scores and Health Scores**: Learn how scoring rules now support compound criteria, awarding points only when multiple conditions are met.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283921

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 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 into HubSpot, keeping all your meeting data accessible for prep, notes, and follow-up.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=277916

- **Account Cleanup**: See how the revamped Account Insights tool, now called Account Cleanup, helps admins identify and remove unused forms, workflows, and other low-value assets to keep portals organized.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=251915

- **Capture Buyer Details from Quotes**: Discover how sales teams can now collect billing information, purchase order numbers, and tax IDs directly within the quoting process, eliminating back-and-forth data collection.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=279888

- **Manually Retry Failed Card Payments**: Find out how you can now manually retry failed subscription card payments for faster revenue recovery instead of waiting on automated retries.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=281927

- **Account Service Keys**: Explore the new simplified API authentication solution that lets ops and marketing users create secure API credentials without developer workflows or complex app setup.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=285017

- **Real-Time Table Updates on Index Pages**: See how index page tables now update automatically as records are created or modified, eliminating manual browser refreshes.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=290891

- **Brands Support in Invoices, Payment Links, and Subscriptions**: Learn how businesses with the Brands add-on can now assign correct branding to Commerce Hub transactions for a cohesive buyer journey.

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

- **Breeze Assistant Prompts Reimagined**: Discover the overhauled Breeze Assistant experience featuring @mentions for CRM object search, a saved prompts library with reusable templates, and categorized prompt suggestions like Summarize, Create, How Do I, and Prepare.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283901

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 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 third-party tools for sales videos, demos, and onboarding content.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=259888

- **Support Multiple Main Teams for Full Functionality**: Learn how users can now be fully functional members of multiple teams with equal access to routing and workflows, removing years of friction for matrixed organizations.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=281936

- **Email Property**: Discover the new dedicated email property type with built-in format validation and domain restriction options for custom email properties.

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

- **Exclude Weekends from "Time Between" Calculated Properties**: Find out how to calculate time between two dates while skipping weekends for more accurate business-day reporting.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=290898

- **Tasks App Rebuilt on CRM Framework**: Explore the revamped Tasks app that now supports CRM-style views, filtering, and organization including table, board, and Gantt chart options.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=291885

Tune in every weekday morning and discover the tools already at your fingertips. Join us live at 7:30 AM Central, or listen anytime on Spotify or Apple Music!

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**: Learn how to create effective deal split reports and track performance against revenue targets with ease. No more manual workarounds—just straightforward reporting that aligns with your goals.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=281911

- **Campaign Automation**: Discover the new ability to automate workflows based on campaign-level data. This update empowers you to respond proactively when campaigns overspend or when specific contacts are influenced, minimizing missed opportunities.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=283923

- **Configurable Unsubscribe Links**: Streamline your email communications by allowing users to opt out of specific subscription types. This enhances the user experience and reduces the risk of losing contacts altogether.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=253911

- **Website Personalization**: Explore the new Personalization App that simplifies creating tailored web experiences. Build audience-specific versions of your website without the hassle of duplicating pages.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=283897

- **Workflow Trigger Comments**: Improve team collaboration by adding comments directly to workflow triggers. This makes documenting complex logic easier and speeds up onboarding for new teammates.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=290912

- **Video Integration in CRM Emails**: Learn how to seamlessly insert videos from your HubSpot library into CRM and Help Desk emails. This feature enhances customer communication and engagement.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=260894

Each update is designed to help you leverage HubSpot more effectively, ensuring that you don't miss out on capabilities that can drive success. Join Chris Carolan, Casey Hawkins, and George B. Thomas as they guide you through these valuable insights.

Don't miss out—catch our live stream every weekday morning or listen to us on Spotify or Apple Music. Share your biggest takeaways and let us know what features you're excited to explore next. Wake up your customer platform and watch your business thrive!

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 the moment you deploy.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=284939

- **Create Property Validations Using Breeze**: See how Breeze can now generate custom properties with validation rules from natural language prompts, reducing misconfiguration and data entry errors.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=274950

- **Updated Company Object Sync**: Discover the new deduplication and merging capabilities for company objects between HubSpot and Salesforce.

Learn more: https://app.hubspot.com/l/product-updates/?rollout=265891

- **Never Log Option for Meetings**: Understand how the never log setting now applies to meetings, giving you control over which calendar events sync into HubSpot.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=277893

- **Participant State Management for Marketing Events**: Find out how to update contact registration and participation status directly from the contact record without imports.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=271893

- **Rotate Record to Owner in Conversation-Based Workflows**: Explore how automated conversation handoffs between inboxes now work within workflow logic.

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

- **Assign Conversation Owner — New "No Owner" Option**: See how clearing conversation ownership can now be fully automated within workflows.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=281979

- **Chrome Extension Now Supports Calling**: Manage your calling connection through the Chrome extension without keeping a separate window open.

Join beta: https://app.hubspot.com/l/product-updates/?rollout=284924

- **Quote Associations to Custom Objects**: Learn how linking quotes to custom objects keeps reporting accurate and information centralized.

Request beta: https://app.hubspot.com/l/product-updates/?rollout=288900

Tune in every weekday morning and discover the tools already at your fingertips. Join us live at 7:30 AM Central, or listen anytime on Spotify or Apple Music!