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September 09, 2025 Wake Up Customer Platform - Data Agent

September 09, 2025 Wake Up Customer Platform - Data Agent

Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
• 30 min
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Wake up to the future of AI-powered customer intelligence! Join Chris Carolan, Casey Hawkins, and George B. Thomas on this episode of the unofficial HubSpot updates morning show as they explore five game-changing updates that will transform how you leverage your customer platform. In this episode, discover how HubSpot is revolutionizing data analysis and customer insights with powerful new AI agents and enhanced integrations: - *Data Agent (Public Beta)*: Transform your fragmented CRM data into unified customer intelligence. This AI-powered agent researches and answers custom questions by analyzing your CRM, calls, emails, documents, and the web—turning unstructured data into actionable insights without manual work. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=243904 - *Internal FAQ Assistant*: Streamline internal operations with an AI-powered support agent that helps employees quickly find answers to frequently asked questions, reducing operational drag and scaling internal support without additional headcount. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=243900 - *Cross-Channel Activation and Insights for Segments*: Get deeper performance insights with the revamped segments (formerly lists) analyze experience, allowing you to compare segments across email performance, size, and overlap while exploring various engagement strategies. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=238060 - *QuotaPath Integration*: Unify commission data directly in HubSpot with real-time quota progress tracking on deal records and native earnings objects, enabling sales teams to focus on highest-impact deals while giving RevOps better forecasting visibility. Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=237001 - *Snowflake Data Studio Integration*: Combine Snowflake enterprise data with HubSpot CRM data through an intuitive spreadsheet-like interface, empowering entire teams to activate unified datasets without technical barriers. Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=237894 The hosts dive deep into the evolving HubSpot credit system, discussing the business implications of AI-powered features and how organizations are navigating the balance between innovation and budget considerations. Plus, get insights on the latest naming conventions as HubSpot transitions from "lists" to "segments" and the growing ecosystem of third-party app integrations. Whether you're a sales operations leader, marketing manager, or RevOps professional, this episode will help you understand how to leverage these advanced AI capabilities to drive customer insights, streamline operations, and maximize your platform investment. Don't sleep on your HubSpot capabilities—tune in now and discover the customer intelligence tools you already own!