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

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

BusinessTechnology167 episodes
Wake Up! Customer Platform - The unofficial HubSpot updates morning show with Chris Carolan, Casey Hawkins, and George B. Thomas. Join us every weekday morning as we help you discover the platform value you already own. From latest updates to hidden features, we combine platform expertise, hands-on implementation experience, and strategic insights to make sure you're not sleeping on HubSpot's true capabilities. Whether you're a HubSpot admin, RevOps professional, or business leader, start your day with insights that help you unlock more value from your HubSpot investment. We cover: • Daily platform updates and strategic implications • Implementation insights and best practices • Community trends...Show more
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January 02, 2026 HubSpot Updates - Customer Agent Prompt Recommendations

January 02, 2026 HubSpot Updates - Customer Agent Prompt Recommendations

23 min 48 sec
Are you ready to unlock the full potential of your HubSpot platform? Join us as we dive into the latest updates and features designed to elevate your business performance. In this episode of "Wake Up Customer Platform," hosts Chris Carolyn, Casey Hawkins, and George B. Thomas guide you through essential HubSpot enhancements that maximize your existing capabilities. Here’s what you can expect: - **Customer Agent Working Hours**: Learn how to define specific times for customer agents to engage, setting clear boundaries that enhance your team's efficiency. Join beta: https://app.hubspot.com/l/product-updates/?rollout=238028 - **HubSpot MCP Server**: Discover the new public beta for the Model Context Protocol server, enabling seamless integration and AI-powered workflows with HubSpot context. Join beta: https://app.hubspot.com/l/product-updates/?rollout=251919 - **Session Management**: Gain insights on the new session management feature that enhances security by allowing users to see active logins and manage their sessions effectively. Learn more: https://app.hubspot.com/l/product-updates/?rollout=221889 - **reCAPTCHA for Live Chat**: Understand how enabling reCAPTCHA can minimize bot interference and improve the quality of your customer interactions. Join beta: https://app.hubspot.com/l/product-updates/?rollout=281888 - **Smart Prompt Recommendations**: Find out how contextual prompts in your chat widget can drive higher engagement rates by clarifying how AI agents can assist visitors. Learn more: https://app.hubspot.com/l/product-updates/?rollout=258892 - **Pipeline Object Tags**: Explore the new visibility of object tags across all user types, boosting efficiency in tracking deals and tickets. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281980 - **Deal Split Goals Reporting**: Learn how to create detailed reports with goal lines to track sales rep performance against revenue targets effectively. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281911 Join us every weekday morning for actionable insights that help you leverage HubSpot's features to their fullest potential. Tune in live or catch the replay on Spotify and Apple Music. Your HubSpot success journey starts here—wake up to the possibilities that await!
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 December 19, 2025 HubSpot Updates - New Permissions Announcements Panel in Users & Teams

December 19, 2025 HubSpot Updates - New Permissions Announcements Panel in Users & Teams

23 min 29 sec
Are you ready to unlock the full potential of your HubSpot platform? In this episode, we dive deep into the latest updates and features that can elevate your business operations and drive growth. Key takeaways from this episode include: - **Cloning Quote Templates:** Streamline your workflow by easily creating new templates from existing ones, saving time and ensuring consistency. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281946 - **Quote Preview Feature:** Enhance customer interactions by previewing quotes before sending, ensuring accuracy and brand alignment. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281909 - **Connected Apps Insights:** Gain a comprehensive view of your app integrations, allowing for better management and reduced friction across teams. Request beta: https://app.hubspot.com/l/product-updates/?rollout=282886 - **Help Desk Customizations:** Empower your teams with enhanced customization capabilities, making it easier to tailor settings without relying on super admins. Learn more: https://app.hubspot.com/l/product-updates/?rollout=251934 - **New Permissions Panel:** Stay informed on recent permissions updates directly within your settings, helping to avoid misconfigurations. Request beta: https://app.hubspot.com/l/product-updates/?rollout=281985 - **Segment Analytics:** Utilize data-driven insights to optimize your marketing strategy and make informed budget decisions. Learn more: https://app.hubspot.com/l/product-updates/?rollout=251909 Join Chris Carroll and George B. Thomas as they guide you through these updates and share insights on how to leverage HubSpot's capabilities effectively. Whether you're a marketing operations manager or a CRM administrator, this episode is packed with valuable information to help you wake up your customer platform and watch your business rise. Don't miss out on discovering the features you already own that can transform your operations!
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 December 18, 2025 HubSpot Updates - Improved Saving for Workflows

December 18, 2025 HubSpot Updates - Improved Saving for Workflows

25 min 8 sec
Ready to unlock the full potential of your HubSpot platform? Join us in this engaging episode of "Wake Up, Customer Platform," where we dive deep into the latest HubSpot updates that can elevate your business strategy. In this episode, our hosts Chris Carolan, Casey Hawkins, and George B. Thomas guide you through the essential features and tools you may not be leveraging yet: - **Discover the Social Post Agent**: Learn how this AI-powered assistant can create on-brand social media posts tailored to your marketing goals, saving you time and enhancing engagement. Request beta: https://app.hubspot.com/l/product-updates/?rollout=170889 - **Streamlined Workflow Management**: Find out about the new capability to save workflows with existing errors, allowing for more flexibility and control in your process. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281996 - **Bulk Duplicate Management**: Understand how the bulk rejection of duplicate data can clean up your CRM, improving efficiency and user experience. Join beta: https://app.hubspot.com/l/product-updates/?rollout=277917 - **Enhanced Admin Controls**: Get insights into the new ability for admins to unbounce internal user emails directly, speeding up the resolution of email notification issues. Request beta: https://app.hubspot.com/l/product-updates/?rollout=281977 - **Claude Connector Updates**: Explore how the HubSpot connector for Claude can create and update CRM records seamlessly, allowing for faster, more intelligent interactions. Join beta: https://app.hubspot.com/l/product-updates/?rollout=251918 Key takeaways from this episode include actionable insights on improving your HubSpot experience, maximizing your marketing efforts, and ensuring your systems are running at their best. Don’t miss out on these valuable updates that could transform how you engage with your customers and streamline your operations. Wake up to the capabilities you already own and watch your business rise! Tune in today and take the first step toward optimizing your HubSpot experience.
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 December 17, 2025 HubSpot Updates - Built-in video editor for social posts

December 17, 2025 HubSpot Updates - Built-in video editor for social posts

33 min 47 sec
Wake up, HubSpot Nation! Discover the untapped value in your customer platform and elevate your business with our latest updates. In this engaging episode, we dive into essential HubSpot features designed to transform your operations and maximize your efficiency. Key topics covered include: - **AI Integration**: Learn how the HubSpot connector for Claude enables effortless CRM updates and engagement tracking directly from the chat window, streamlining workflows and enhancing decision-making. Join beta: https://app.hubspot.com/l/product-updates/?rollout=251918 - **Customer Agent Enhancements**: Explore the new working hours feature and how to deploy customer agents through workflows for smarter automation and improved customer interactions. Join beta: https://app.hubspot.com/l/product-updates/?rollout=279915 - **Video Editing Tools**: Discover the new capabilities in HubSpot’s video editor that allow you to create polished content directly within the social composer, simplifying your video marketing efforts. Learn more: https://app.hubspot.com/l/product-updates/?rollout=258893 - **Product Updates**: Stay informed about improvements in the product updates page, making it easier to track changes and enhancements within HubSpot, ensuring you never miss a critical update. Learn more: https://app.hubspot.com/l/product-updates/?rollout=253889 By tuning in, you'll gain actionable insights on how to leverage these features to drive revenue growth, enhance customer engagement, and improve your overall HubSpot experience. Join us as we unravel these updates and help you harness the full potential of your HubSpot platform. Don't miss out on the chance to elevate your marketing and sales strategies with our expert guidance.
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 December 16, 2025 HubSpot Updates - Zapier Integration Enhancements

December 16, 2025 HubSpot Updates - Zapier Integration Enhancements

17 min 31 sec
Are you ready to unlock the full potential of your HubSpot customer platform? Join us for an energizing session that reveals the value already at your fingertips. In this episode of Wake Up Customer Platform, our hosts dive into the latest HubSpot updates and features designed to supercharge your business operations. Here’s what you can expect: - **Zapier Integration Enhancements**: Discover how new CRM object support can streamline your workflows and enhance automation capabilities, allowing you to tailor processes that truly fit your team's needs. Learn more: https://app.hubspot.com/l/product-updates/?rollout=281922 - **Standard Sandboxes**: Learn about the launch of improved standard sandboxes that provide a secure environment for testing and building business processes without impacting your live data. This is crucial for teams looking to innovate without risk. Learn more: https://app.hubspot.com/l/product-updates/?rollout=185897 - **UTM Tracking Control**: Get insights on the new functionality that allows you to edit or delete campaign UTM values, ensuring your tracking is accurate and actionable for better decision-making. Learn more: https://app.hubspot.com/l/product-updates/?rollout=211894 - **Forms Support in Sandboxes**: Explore the new sandbox support for HubSpot forms, enabling safe testing and confident migrations between legacy and new editors, enhancing your form management strategy. Join beta: https://app.hubspot.com/l/product-updates/?rollout=227885 Join us as we guide you through these exciting updates and empower you to build something amazing with HubSpot. Don’t miss out—your platform is waiting for you to wake up to its capabilities!
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