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June 17, 2025 HubSpot Updates - The New Breeze Copilot Is Here!

June 17, 2025 HubSpot Updates - The New Breeze Copilot Is Here!
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June 17, 2025 HubSpot Updates - The New Breeze Copilot Is Here!
  34 min
June 17, 2025 HubSpot Updates - The New Breeze Copilot Is Here!
Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
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Overview of the Latest HubSpot Platform Updates

On June 17th, 2025, the 'Wake Up, Customer Platform' podcast hosted by Chris Carlin, Casey Hawkins, and George B. Thomas provided an in-depth look at the latest HubSpot platform updates. These updates range from new tools and functionalities to significant enhancements aimed at improving user experience and operational efficiency. Below, we detail each of the key updates as discussed in the podcast.

Platform Updates Detailed

Copy Call Transcript to Clipboard: Streamlining Data Export

HubSpot has introduced a new feature that allows users to copy call transcripts to the clipboard with a single click. This functionality is designed to facilitate the seamless export of entire formatted transcripts, enabling users to leverage their conversation data more effectively. Chris Carlin highlighted how he plans to utilize this feature with Fathom transcripts in ChatGPT for follow-up emails, emphasizing the convenience of avoiding broken, piecemeal copying.

Learn More: Copy Call Transcript to Clipboard

Breeze Social Media Agent: AI-Driven Content Optimization

The Breeze Social Media Agent is another significant addition to the platform. This AI-powered tool offers features such as a caption optimizer, recommended posting times based on user engagement data, and custom AI directions. George B. Thomas particularly appreciated the feature that recommends posting times, noting that it addresses the common issue of users not updating default posting times.

Request Beta: Breeze Social Media Agent

The New Breeze Copilot Beta: Enhanced AI Assistance

The Breeze Copilot has been rebuilt from the ground up with a focus on delivering smarter conversations and deeper insights from HubSpot data. This new version aims to provide more accurate, nuanced answers and faster performance. The team discussed the philosophical aspect of AI needing to balance between saying "I don't know" and providing useful responses, aligning the tool with a growth mindset.

Learn More: Breeze Copilot Beta

Two-Way Invoice Sync for Xero: Improved Financial Management

HubSpot's new two-way invoice sync for Xero marks a significant improvement in financial management. This feature allows invoices and payments to sync in both directions between HubSpot and Xero, eliminating the need for manual exports and uploads. Chris Carlin pointed out that if HubSpot can achieve this integration natively with Xero, similar functionality could be extended to other invoicing systems.

Join Beta: Two-Way Invoice Sync for Xero

Email Performance Metrics for Lists: Identifying Top Performers

HubSpot has made it easier to identify top-performing and underperforming lists by introducing open rate and click-through rate metrics directly within the lists interface. Users can now edit their columns to include these metrics, enabling a quick assessment of list performance without the need for custom reports. This feature helps users take informed actions based on the performance data of their email lists.

Learn More: Email Performance Metrics for Lists

Community Discussions and Ecosystem Insights

The podcast also touched on various community discussions and insights into the HubSpot ecosystem. One notable discussion was about the new Breeze Copilot's "growth mindset," which allows it to provide more useful responses even if it occasionally makes mistakes. This change is a response to user feedback, emphasizing the importance of practical utility over absolute accuracy.

Another key point was the recommended posting times feature of the Breeze Social Media Agent. George B. Thomas highlighted the common oversight of users not updating default posting times, which can significantly impact engagement. This feature aims to address that by leveraging user-specific engagement data.

Summary of Key Takeaways and Next Steps

In summary, the latest HubSpot updates focus on enhancing user experience through new tools and improved functionalities. Key updates include the Copy Call Transcript to Clipboard feature, the AI-driven Breeze Social Media Agent, the enhanced Breeze Copilot Beta, and the two-way invoice sync for Xero. Additionally, the introduction of email performance metrics for lists aims to help users identify and optimize top-performing segments.

For users interested in exploring these new features, the podcast provided several calls-to-action, including links to learn more about each feature and request beta access where applicable. These updates underscore HubSpot's commitment to continuous improvement and user-centric development.

Join us next time for more updates and insights on maximizing your HubSpot platform's potential.