Wake up to the power of HubSpot! Join us on this engaging episode of your unofficial HubSpot updates morning show, where we help you unlock the full potential of the platform you already own.

In today's episode, we dive into several exciting product updates that can significantly enhance your HubSpot experience:

- **AI-Powered Automatic Ticket Topic Identification**: Discover how this new feature automatically categorizes support tickets, providing managers with a clearer view of trends and potential issues. This advancement aids in identifying knowledge gaps and optimizing training for support teams.

- **Enhanced Subscription Status Filtering**: Learn about the new ability to filter contact timelines by subscription status changes. This improvement allows for better visibility into how contacts interact with your communications, making it easier to analyze engagement and improve campaign efficiency.

- **Revamped Workflow Creation Experience**: Get a sneak peek at the streamlined workflow creation process set to launch on May 19. This update simplifies the trigger selection process, allowing users to browse all options upfront, promoting smoother automation and reducing the hassle of navigating between object types.

Key takeaways include:

- The importance of leveraging AI for improved ticket management.

- Understanding customer engagement through subscription analytics.

- Simplifying automation processes with new workflow features.

Join Chris Carolan, Casey Hawkins, and George B. Thomas to explore these game-changing updates and gain valuable insights that will empower your HubSpot journey. Don’t miss out on the opportunity to maximize your platform's capabilities—tune in and wake up to the value you already possess!

Wake up your HubSpot experience with our latest episode of the unofficial HubSpot Updates Morning Show! In this engaging session, Chris Carolan, along with co-hosts Casey Hawkins and George B. Thomas, dives deep into the latest updates that can elevate your marketing game.

In today's episode, we discuss:

1. **Creating New Contacts from Social Interactions**: Set to launch on May 15, 2025, this public beta allows social marketers to seamlessly create CRM contacts from comments, mentions, and direct messages. Discover how this integration enhances lead generation and customer journey tracking.

2. **Form Submissions from Excluded IPs**: Get insights into the new approach to managing form submissions from excluded IPs and referrers, ensuring your CRM data remains clean and accurate.

3. **Sunsetting Legacy Scoring Properties**: As of August 31, 2025, HubSpot will replace legacy scoring properties with advanced scoring tools. Learn about the benefits of this transition and why it's essential to migrate your existing scores.

4. **Date and Time Personalization in Marketing Emails**: Effective April 16, 2025, marketers can now include specific date and time properties in their email communications, creating personalized customer experiences.

Join us as we break down these updates in detail, share actionable insights, and answer your burning questions about maximizing HubSpot's capabilities. Whether you're a seasoned user or just starting, this episode provides valuable knowledge to help you leverage the full potential of the HubSpot platform. Don't miss out on these exciting developments that can transform your marketing strategies!

Wake up your HubSpot experience with our unofficial HubSpot Updates Morning Show. Join Chris Carolan, Casey Hawkins, and George B. Thomas as they explore the latest features and enhancements to maximize your platform's potential.

In today's episode, we dive into exciting updates including:

- **Feedback for Betas**: Discover how admins can now submit feedback directly from the product updates page, streamlining communication with the product team.

- **Sequences Reporting Advancements**: Learn about enhanced metrics for sequence performance that help sales teams optimize their outreach strategies.

- **Mobile KPI Drill Downs**: See how you can tap into KPI values on mobile devices to understand detailed data points behind your performance metrics.

- **Form Customization**: Explore new button alignment options for forms, allowing you to create a more professional user experience that aligns with your brand.

- **CRM Enhancements**: Check out real-time card previews for smoother customization, enriching contacts directly within the import flow, and the exciting new podcast slide-in CTA template to boost engagement.

- **Help Desk Upgrades**: We discuss new layout settings, automatic ticket topic identification powered by AI, and the ability to print conversations for better support team workflows.

This episode is packed with actionable insights and essential updates that can transform how you use HubSpot. Tune in, engage with us live, and unlock the full capabilities of your HubSpot platform today!

Good morning, HubSpot Nation! Are you ready to unlock the full potential of your HubSpot platform? Join Chris Carolan, Casey Hawkins, and George B. Thomas in this episode of your unofficial HubSpot Update Morning Show as they dive into the latest features and updates designed to enhance your marketing, sales, and service efforts.

In today’s video, the team discusses:

- **New AI Integrations:** Discover the upcoming OpenAI app for HubSpot, launching May 19th, which enables users to bring their own OpenAI credentials for personalized AI-driven workflows. Plus, learn about the new Anthropic app that connects your Anthropic accounts to HubSpot for advanced automation.

- **Innovative Tools for Marketers:** Explore the Social Media Agent, a powerful tool that generates tailored social media posts, helping marketers streamline their content creation process.

- **Enhanced CRM Features:** Find out about the new intelligence tab for contacts, allowing users to enrich contact records effortlessly, and the ability to convert static lists to active ones without losing references.

- **Improved SMS Communication:** Learn how datetime properties in SMS now display precise date and time, ensuring clearer communication with your audience.

- **Prioritizing Support Tickets:** Get insights on the new ticket priority card in the help desk summary tab, which helps support leaders manage workloads effectively by highlighting urgent tickets.

Key takeaways from this episode include actionable insights on leveraging AI for automation, optimizing your CRM, and enhancing customer interactions. Stay ahead of the curve by tuning in every weekday morning for your HubSpot updates. Don't miss out on the opportunity to maximize the value of the tools at your fingertips!

Welcome to your morning dose of HubSpot insights with Wake Up with Customer Platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they dive into the latest HubSpot updates that can elevate your marketing game.

In this episode, we explore the exciting new features rolling out in HubSpot, including:

- **Ask Breeze in Workflows**: Launching May 5th, this powerful AI-driven workflow action allows users to analyze and categorize data effortlessly. Learn how to harness the potential of AI to streamline your processes and enhance your marketing automation.

- **Email AI Translations**: Discover how to create multilingual email content quickly and efficiently with AI-powered translations, supporting 31 languages. This feature saves time and ensures your messaging resonates with a global audience.

- **Connected Email Analytics**: Track one-to-one email performance directly in the custom report builder. Gain valuable insights into your sales team's effectiveness and optimize your communication strategy based on engagement metrics.

- **Mobile Calendar Connect**: Now you can manage your meetings on the go by connecting third-party calendars directly in the HubSpot mobile app, enhancing productivity for sales representatives.

- **Simplified Video Limit Management**: Learn how to manage your video uploads more effectively, preventing unnecessary usage of advanced features and keeping you within your video limits.

Key takeaways include actionable tips on leveraging AI for data categorization, the importance of email analytics, and the convenience of mobile integrations.

Join us as we uncover these game-changing HubSpot features and ensure you’re making the most of the platform you already own. Don’t miss out on this opportunity to elevate your marketing strategies and drive better results!

Welcome to Wake Up with Customer Platform, your go-to morning show for HubSpot updates! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they dive into the latest features and enhancements that unlock the full potential of your HubSpot experience.

In this episode, we cover exciting updates including:

- **CSAT Data Integration**: Discover how customer satisfaction (CSAT) ratings can now be associated with contact records, allowing for better health scores and workflow management.

- **Audit Log Enhancements**: Learn about the upcoming beta feature that tracks subscription type changes, providing greater accountability and visibility into user actions.

- **Data Quality Insights**: Get ready for improved property management with data quality insights directly accessible from property settings, enabling effective troubleshooting and decision-making.

- **Customer Portal Upgrades**: Empower your clients with the ability to close their support tickets directly in the customer portal, streamlining the support process and improving service efficiency.

- **New Data Model Configuration**: Explore the launch of a centralized space for configuring your data model, simplifying the management of properties and associations.

- **Mobile Social Replies**: Stay engaged with your audience by responding to social media interactions directly from the HubSpot mobile app.

Key takeaways from this video include:

- How to leverage CSAT data for improved customer insights.

- The importance of tracking subscription modifications for better accountability.

- Strategies for maintaining data quality in your HubSpot setup.

- Enhancements in the customer portal for more efficient support management.

- The benefits of a streamlined data model configuration experience.

Join us every weekday morning to ensure you're making the most of your HubSpot tools. Tune in and elevate your HubSpot game!

Welcome to Wake Up! With Customer Platform, your go-to source for the latest HubSpot updates. Join Chris Carolan, Casey Hawkins, and George B. Thomas every weekday morning as they delve into HubSpot's hidden capabilities and empower you to maximize the platform you already own.

In today's episode, we explore an exciting lineup of updates that can enhance your HubSpot experience:

- **Enhanced Board Experience**: Discover a new board view for contacts and companies, providing a streamlined, actionable view of your customer lifecycle stages. Learn how this update boosts productivity and facilitates better decision-making.

- **Streamlined App Install Flow**: Understand the standardized app installation process that ensures a consistent experience across all newly created app listings, leading to improved conversion rates.

- **Checkout Experience Improvements**: Find out how sharing stored credit card details among super admins and billing admins can simplify the transaction process, enhancing user experience.

- **Rule-Based Chat Flows**: Learn how to integrate your AI-powered customer agent into chat flows, giving you greater control over customer interactions while building trust in AI capabilities.

- **Notification Sidebar Redesign**: Get insights into the new default settings for unread notifications, allowing for easier management and streamlined access to important updates.

- **Data Formatting Enhancements**: Explore automatic data formatting for properties upon entry, ensuring cleaner data in your CRM and reducing manual corrections.

Key takeaways from this episode include actionable insights on how these updates can enhance your workflow, improve data quality, and provide a more efficient user experience within HubSpot. Tune in and discover how to leverage these updates to unlock even more value from your HubSpot platform.

Start your day with insights from HubSpot Nation! In this episode of Wake Up with Customer Platform, Chris Carolan, Casey Hawkins, and George B. Thomas dive into the latest HubSpot updates that can enhance your CRM experience.

In this session, we explore:

- **Contact Email Logging Rules**: Learn about the new private beta feature that automatically captures all email communications between users and contacts, addressing gaps in logging behavior that could lead to missed communications.

- **Shopify Integration Update**: Get the lowdown on the upcoming sunset of the legacy Shopify integration and the migration to the new Data Sync-powered version, designed to enhance e-commerce data management.

- **Data Enrichment Capabilities**: Discover how the new functionality in the missing data tool can fill gaps in company records using trusted external sources, improving data quality and decision-making.

- **Ticket Reopening Management**: Understand the new workflows that allow support teams to control the reopening of tickets based on customer replies, enhancing efficiency and organization.

- **Help Desk Layout Settings**: Explore new usability improvements that streamline support team navigation, allowing for faster ticket resolution and better customer experiences.

- **Permanent Deletion of Unused Properties**: Find out how admins can now permanently delete unfilled properties, simplifying data model cleanup without the need for archiving.

- **New JIRA App**: Learn about the automated two-way sync between HubSpot tickets and JIRA issues, improving visibility and communication between support and development teams.

Join us for actionable insights and tips to maximize your HubSpot capabilities. Whether you're a long-time user or just getting started, this episode will help you uncover the true potential of your HubSpot platform. Don't miss out on these essential updates that can transform your CRM processes!

Wake up, HubSpot Nation! In this episode of Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show, join me, Chris Carolan, as I dive into the latest HubSpot updates. It's April 22, 2025, and we're exploring 13 exciting updates, including new permissions for custom events and automated inactive user deactivation to enhance security. Discover the latest in Commerce Hub product updates and expanded automation issue management. Plus, learn about AI-powered lookalike lists that can help you find your next best customers. Whether you're a HubSpot pro or just getting started, this episode is packed with insights to help you unlock the full potential of your HubSpot platform. Tune in and make sure you're not missing out on HubSpot's true capabilities!

Join me on today's episode of Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show as we dive into the latest HubSpot updates for April 21, 2025. I'm Chris Carolan, your host, here to ensure you're not missing out on HubSpot's capabilities. We'll explore the exciting Knowledge Base Agent, which automatically drafts knowledge base articles by identifying customer support gaps. Discover the benefits of the new two-way invoice sync between HubSpot and Xero, making financial management seamless. We'll also discuss the revamped workflow creation experience, offering a more intuitive approach for users. Plus, learn about the updated survey response terminology and the ability to rename CRM exports for better organization. Tune in for these insights and more to enhance your HubSpot experience.