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September 10, 2025 Wake Up Customer Platform - Social Metrics in Custom Report Builder

September 10, 2025 Wake Up Customer Platform - Social Metrics in Custom Report Builder

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 28 min
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Wake up to streamlined workflows and enhanced reporting capabilities! Join Chris Carolan, Casey Hawkins, and George B. Thomas on this episode of the unofficial HubSpot updates morning show as they explore five productivity-boosting updates that will transform your daily HubSpot experience. After their marathon three-hour stream covering 102 updates yesterday, the hosts dive into today's focused selection of workflow improvements and reporting enhancements: - **Click to Call from Index Pages:** Transform your outbound calling workflow with clickable phone numbers on index pages that launch HubSpot's calling dialer instantly—no more copying and pasting numbers or switching between tools. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=239885 - **Social Metrics in Custom Report Builder:** Unlock deeper social media insights by building customized reports using comprehensive social metrics directly within the familiar custom report builder, eliminating the need for external analytics tools. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=231908 - **Third-Party Transcript API:** Seamlessly sync meeting and call transcripts from external providers directly into HubSpot through the new public API, maintaining comprehensive customer engagement records across all your tools. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=178922 - **Guided Report Creation Flow:** Navigate HubSpot's six report builders with confidence using the new dedicated report creation experience that organizes templates by business area and provides clear guidance for data-driven decision making. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=174890 - **Credit Memos for One-Time Invoices:** Streamline your billing process by creating, tracking, and applying credit memos directly within HubSpot to handle overpayments, prepayments, and financial corrections while maintaining accurate records. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=246932 Whether you're managing sales operations, creating custom reports, or streamlining your communication workflows, this episode provides practical insights to help you work more efficiently within the HubSpot ecosystem. Don't sleep on your HubSpot capabilities—tune in now and discover the workflow improvements you already own!