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September 16, 2025 Wake Up Customer Platform - Major Project Management Overhaul

September 16, 2025 Wake Up Customer Platform - Major Project Management Overhaul

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 29 min
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Ready to transform your HubSpot experience? Join Chris Carolan, Casey Hawkins, and George B. Thomas for another power-packed episode of "Wake Up, Customer Platform" as they dive into game-changing updates that will revolutionize how you work in HubSpot. This Tuesday morning brings the most requested project management features plus workflow enhancements that solve real user problems: **Key topics discussed include:** - **Click to Call from Index Pages**: Launch calls directly from phone number links on any index page, streamlining outbound calling without copy/paste. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=239885 - **Projects Task Card**: Get centralized task visibility directly on project records for better progress tracking at a glance. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=260898 - **Project Subtasks**: Break down complex tasks into detailed steps that match your team's actual workflow. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=260899 - **Task Dependencies for Projects**: Create sequential workflows with blocking relationships between tasks to ensure proper process flow. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=260900 - **Project Templates**: Standardize your processes with predefined project templates that include all necessary tasks. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=260897 - **Customizable CRM Highlight Cards**: Surface your most critical data front and center with color-coded tags and inline editing capabilities. Request beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=243926 - **Marketing Event Registration Workflows**: Automatically enroll contacts into marketing events via workflow actions, eliminating manual imports. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=186899 - **Auto-Record Google Meet Meetings**: Never forget to hit record again with automatic meeting recording and transcript syncing to HubSpot. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=236963 The team is particularly excited about the project management suite, with George noting how these updates address the exact requests flooding LinkedIn since projects launched. Casey shares how two of today's updates solved problems she encountered just yesterday, proving HubSpot's commitment to user-driven development. Special highlight: Don't miss today's HubSpot User Group (HUG) featuring Ethan Kopit, Product Lead for HubSpot's new CPQ solution. Learn more: https://events.hubspot.com/events/details/hubspot-hubspot-admins-presents-commerce-hub/ Join us live every weekday morning at 7:30 AM Central, or catch us on Spotify and Apple Music. Remember: you probably already own the solution you're looking for in HubSpot—sometimes you just need to wake up to it!