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Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
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
All Episodes
September 30, 2025 HubSpot Updates - Omni-Channel Deployment of Customer Agent
Are you ready to unlock the full potential of your HubSpot platform? Join us as we dive into the latest updates and features that can elevate your business to new heights. In this episode, our hosts Chris Carolan, Casey Hawkins, and George B. Thomas guide you through essential HubSpot insights, ensuring you’re fully aware of the capabilities at your fingertips. Here’s what you can expect: - **Key Updates**: Learn about the new customer agent prompt recommendations, allowing for personalized engagement based on visitor behavior on your website. This feature helps eliminate hesitation and boosts interaction rates. - **High Cardinality Associations**: Discover how the latest phase allows for increased association limits, empowering your growing business to manage complex relationships more efficiently. - **Omni-Channel Deployment**: Explore the expansion of customer agent capabilities across various platforms like SMS, Instagram, and WhatsApp, providing the flexibility to connect with customers on their preferred channels. - **Security and Compliance Enhancements**: Understand the new export features that simplify security reporting by including object names, streamlining audits and compliance checks. - **Data Organization Improvements**: Delve into how automatic text formatting and improved CRM association cards enhance data accuracy and accessibility, making your workflows smoother. - **Custom Workflows and AI Integration**: Learn how to leverage AI models within HubSpot for tailored workflow actions that streamline operations. Key takeaways from this video include actionable insights on maximizing HubSpot features, enhancing customer engagement, and improving data management practices. Join us every weekday morning live at 7:30 AM Central, or catch up on-demand on Spotify and Apple Music. Don’t miss out on transforming your HubSpot experience—tune in and wake up to your platform's full potential.
September 29, 2025 HubSpot Updates - New Reporting Experience for Breeze Customer Agent
Ready to unlock the full potential of your HubSpot platform? Join us as we dive into the latest updates and features that can transform your business operations and drive growth. In this episode of "Wake Up Customer Platform," your unofficial HubSpot updates morning show, hosts Chris Carolan, Casey Hawkins, and George B. Thomas guide you through essential HubSpot functionalities that you might be overlooking. Key topics covered include: - A new reporting experience for customer agents that provides crucial metrics like resolution rate and handle rate, enabling you to enhance performance and trust within your team. - Insights into tracking communication subscriptions that empower marketers to refine their email strategies and improve subscriber engagement. - Consistent email logging rules across all channels, simplifying your workflow and ensuring your emails are organized efficiently. Key takeaways: - Discover how to leverage powerful HubSpot tools to enhance automation and optimize your customer interactions. - Learn actionable strategies to interpret new metrics and make data-driven decisions that elevate your marketing efforts. - Understand the significance of staying updated with HubSpot features and how they can streamline your business processes. Don't let the value of your HubSpot system go unnoticed. Tune in for actionable insights every weekday morning at 7:30 AM Central, or catch us anytime on Spotify and Apple Music. Join the conversation and let us know what capabilities you want to explore next. Your journey to maximizing HubSpot starts here; wake up and build something amazing today!
September 26, 2025 HubSpot Updates - Bulk Management of CRM Record Associations
Are you ready to unlock the full potential of your HubSpot platform? Join us as we dive into the latest updates that can elevate your business operations and ensure you’re maximizing your investment. In this episode, we explore essential features designed to enhance your HubSpot experience, including: - The introduction of a new sandbox banner for easy identification, ensuring you can safely test changes without impacting live data. - Bulk management of CRM record associations, allowing you to efficiently remove outdated connections and maintain clean data. - The innovative capability of customer agents to perform actions across business systems, streamlining customer interactions and reducing the load on support teams. Throughout the show, our hosts, Chris Carolan, Casey Hawkins, and George B. Thomas, celebrate George's birthday while delving into the importance of staying informed about the tools available at your fingertips. Don’t miss out on actionable insights that can transform your workflows and improve your team's productivity. Key takeaways include: - How to distinguish between sandbox and production environments to avoid costly errors. - Efficient techniques for managing CRM data associations in bulk, saving time and reducing potential errors. - Leveraging customer agents to enhance customer support and streamline operations across different software applications. Join us live or catch the replay to ensure you’re not sleeping on the solutions you already own in HubSpot. Comment with your thoughts and discover how these updates can help your business rise. Tune in for insights that empower your organization to build something amazing.
September 25, 2025 HubSpot Updates - AI-Powered Blog Research Agent
Wake up your HubSpot experience and unlock the full potential of your customer platform! In this episode of your unofficial HubSpot updates morning show, Chris Carroll, Casey Hawkins, and George B. Thomas explore the latest features designed to elevate your marketing and sales strategies. Key topics covered in this video include: - **Email Optimization**: Learn about Gmail's latest updates that affect email deliverability and visibility. Understand how these changes can impact your marketing efforts and what it means for your campaigns. - **Subscription Event Data**: Discover how the new reporting capabilities allow marketers to analyze subscription data, making it easier to track list growth and subscriber engagement. - **AI-Powered Blog Research Agent**: Unveil the power of the AI-driven content engine that helps marketers generate SEO-optimized blog topics and streamline their content creation process. - **Workflow Improvements**: Get the scoop on the upcoming visual updates to HubSpot’s workflows, enhancing user experience with drag-and-drop functionality, and a more organized data panel. - **Two-Factor Authentication Updates**: Understand the new options available for admin users to configure 2FA methods, ensuring security compliance for your organization. Join us as we dive into these exciting updates that can transform the way you use HubSpot. By the end of this video, you'll have actionable insights to optimize your HubSpot platform and drive your business growth. Don’t miss out on the opportunity to wake up your capabilities and watch your business rise!