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

March 17, 2026 HubSpot Updates - Agents in CRM Cards

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!

March 16, 2026 HubSpot Updates - Prospecting Agent 30-Day Auto-Complete

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!

March 12, 2026 HubSpot Updates - Export Marketing Emails to PDF and HTML

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!

March 11, 2026 HubSpot Updates - Memberships Access Groups CRM Card

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!

March 10, 2026 HubSpot Updates - Data Agent: Activities and Transcripts Data Source

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!