.png?width=200&height=44&name=fulllogo_transparent_nobuffer%20(5).png "Profoundly"){kind=logo}
September 19, 2025 Wake Up Customer Platform - Closing Agent
Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show
Ready to unlock HubSpot's hidden productivity gains while staying ahead of AI's impact on your business? Join Chris Carolan, Casey Hawkins, and George B. Thomas for this power-packed Friday episode of "Wake Up! Customer Platform" as they explore 11 game-changing updates that transform how you visualize data, manage workflows, and capture critical business intelligence.
This episode tackles the dual challenge of making teams' jobs easier while building the data foundation needed for strategic decision-making. The hosts dive into updates spanning everything from visual CRM transformations to AI-powered meeting capture.
**Key topics discussed include:**
- **Flexible CRM Views:** Transform your data visualization with Gantt chart views, custom board layouts, calendar snapshots, and customizable metrics dashboards that bring external analytics capabilities directly into HubSpot's native interface.
Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=225899
- **Closing Agent:** Deploy your AI-powered sales assistant to handle routine buyer questions about pricing, terms, and product details 24/7, while intelligently escalating complex discussions to human experts when relationship-building is needed.
Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=234896
- **In-Person Meeting Notetaker (iOS Only):** Bridge the gap between digital and face-to-face interactions with AI-powered voice transcription that automatically generates meeting summaries and follow-up emails for field reps and in-person conversations.
Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=236909
- **AI Referrals in Website Traffic Analytics:** Track and measure traffic from AI platforms like ChatGPT, Claude, and Perplexity with dedicated source classification, enabling you to understand how AI platforms contribute to awareness and conversions.
Learn more: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=253894
- **Restore Property Edits for Bulk Changes:** Eliminate data cleanup headaches with the ability to filter and revert property changes directly in the UI, protecting against workflow mistakes and import errors without manual exports and re-imports.
Request beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=213922
- **Ticket Re-Opening Management:** Control when and how support tickets reopen with workflow-powered automation that creates new tickets after specified timeframes, solving reporting and SLA challenges caused by customers responding months after resolution.
Join beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=212886
- **Personalization Token Fallback Values:** Maintain professional email formatting by setting custom fallback text when contact, company, or deal information is missing, eliminating broken templates and enrollment failures.
Request beta: https://app.hubspot.com/portal-recommend/l?slug=product-updates/&rollout=259892
Additional updates include granular workflow enrollment permissions, enhanced Content Remix template options, intelligent away timers for support teams, AI-powered landing page cloning, and improved workflow trigger search functionality.
**Special preview:** Don't miss today's AI-powered CPQ unboxing with Ethan Kopit and Bill Barlas, plus the HubSpot Helpline at 2 PM Central for live Q&A about implementation strategies.
Join CPQ Unboxing: https://www.linkedin.com/events/let-sunboxhubspot-ai-poweredcpq7374141344191205376/theater/
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!
Loading