September 17, 2025 Wake Up Customer Platform - CPQ Board View Enhancements

Stay informed with the latest HubSpot updates and enhancements introduced on September 17th, designed to enhance user experience and platform capabilities.

  • 28 min

September 17, 2025 Wake Up Customer Platform - CPQ Board View Enhancements

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

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Platform Updates Detailed

New Click to Call Feature from the Index Page

HubSpot introduces a convenient "Click to Call" feature that allows users to initiate calls directly from the index page. This update is specifically for desktop users. If you see a phone number on the index page, you can click on it to start a call instantly. This feature streamlines the process for sales and support teams, making communication more efficient.

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Automatic Billing Post First Subscription Invoice Payment

With the new automatic billing feature, users can now set up subscriptions to automatically charge after the first invoice payment. This update provides flexibility in how payment methods are collected and stored. Customers can pay the first invoice manually, and subsequent payments will be auto-charged using the same payment method. This feature not only saves time but also ensures timely payments.

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Enhanced Help Desk Coaching Tab with Performance Metrics

The new coaching tab in the Help Desk is designed for support team leaders and reps. This feature provides a permissioned environment for seamless coaching and allows support reps to access their performance metrics. The coaching tab includes new metrics such as one-touch tickets and SLA adherence and enables leaders to review customer agent performance. This update aims to improve service analytics, employee engagement, and customer experience.

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Integration of Microsoft Teams Meeting Data with HubSpot

HubSpot now supports the integration of Microsoft Teams meeting data. Users can sync Microsoft Teams-generated meeting recordings and transcripts to HubSpot for playback and archiving purposes. The integration also syncs participant data to contact records and creates new contacts for non-CRM attendees. Additional features include conversation intelligence, AI-generated call summaries, and the ability to add inline comments to transcripts. This integration ensures no customer interaction goes untracked and enhances visibility into customer conversations.

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Quote Association and Creation from Board View in CPQ

For users with access to CPQ via Commerce Professional and Enterprise seats, HubSpot now allows quote associations and creation directly from the board view in the CRM. This update enables users to view which deals have associated quotes, check the current status of each quote, and quickly create new quotes via the quick actions menu. This feature provides a comprehensive picture of deal progress and helps sales reps prioritize their pipeline effectively.

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Personalization Tokens in Email Templates with Fallback Values

HubSpot has introduced fallback values for personalization tokens in email templates to ensure messages remain professional even when contact, company, or deal information is missing. This feature avoids issues like broken email formatting and poor recipient experience by applying fallback values to personalization tokens. It reduces errors and saves time on manual fixes, enhancing the overall email communication process.

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Community Discussions and Ecosystem Insights

During the discussion, the hosts emphasized the importance of understanding and utilizing existing HubSpot features. There was a focus on helping users discover the platform's full potential and leveraging updates to enhance productivity. The community also discussed the complexities of managing multiple tools and the benefits of consolidating functionalities within HubSpot to streamline operations.

Key Takeaways and Next Steps

The recent updates and enhancements in the HubSpot platform are designed to improve user experience, streamline processes, and enhance customer interactions. Users are encouraged to explore these new features, join beta programs, and provide feedback to help refine these tools. For more information, users can follow the provided links to join beta programs or learn more about specific updates.

Stay tuned for more updates and continue to explore the full potential of HubSpot's capabilities to drive business success.