Wake Up! Customer Platform - The Unofficial HubSpot Updates Morning Show

Chris Carolan

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 and success patterns • Quick wins and long-term value opportunities The solution you're looking for is probably already in your portal - let's find it together.

  1. February 26, 2026 HubSpot Updates - New Actions and Limits added to Forms Simple Workflows

    1D AGO

    February 26, 2026 HubSpot Updates - New Actions and Limits added to Forms Simple Workflows

    Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down four HubSpot updates covering forms automation, approvals settings, the technology partner ecosystem, and Meta traffic attribution. In this episode, you'll discover: - **New Look for Approvals Settings**: See how the redesigned approvals settings experience gives Enterprise hub admins clearer configuration options and reduced setup friction. Join beta: https://app.hubspot.com/l/product-updates/?rollout=291901 - **New Actions and Limits Added to Forms Simple Workflows**: Learn how forms simple workflows now support up to three actions, letting you build more complete post-submission automations without switching to the full workflows tool. Learn more: https://app.hubspot.com/l/product-updates/?rollout=290913 - **Introducing the Technology Partner Program Dashboard**: Explore the new in-product dashboard that gives technology partners self-serve visibility into their tier status, benefits, and progression within HubSpot's partner program. Learn more: https://app.hubspot.com/l/product-updates/?rollout=284963 - **Identify Meta as Paid Social Traffic**: Find out how HubSpot now automatically categorizes UTM source "Meta" traffic as paid social instead of "other," giving you cleaner ad performance reporting. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291929 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    19 min
  2. February 25, 2026 HubSpot Updates - Inline Association Table

    2D AGO

    February 25, 2026 HubSpot Updates - Inline Association Table

    Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down eight HubSpot updates covering Commerce Hub quoting improvements, ticket email design, CRM index page navigation, and Breeze Assistant personalization. In this episode, you'll discover: - **Quote Associations to Custom Objects**: Discover how quotes can now be linked directly to custom objects, keeping revenue tracking accurate even when purchases happen outside traditional deal workflows. Learn more: https://app.hubspot.com/l/product-updates/?rollout=288900 - **Show or Hide Pricing Tiers on Quotes**: Find out how to control whether buyers see your tiered pricing breakdowns or just the effective unit price on quotes. Learn more: https://app.hubspot.com/l/product-updates/?rollout=293885 - **Edit Ticket Automation Messages with the Redesigned Email Editor**: Learn how Service Hub users can now design branded ticket received and ticket closed emails using the full drag-and-drop editor, no Marketing Hub required. Join beta: https://app.hubspot.com/l/product-updates/?rollout=281951 - **Inline Association Table**: See how you can now view and act on associated record data directly from any CRM index page, with search, filtering, and bulk actions built in. Request beta: https://app.hubspot.com/l/product-updates/?rollout=284921 - **Brands Support in Invoices, Payment Links, and Subscriptions**: Explore how multi-brand organizations can now assign correct branding across invoices, payment links, and checkout pages in Commerce Hub. Join beta: https://app.hubspot.com/l/product-updates/?rollout=283912 - **Cleanup Automation for Unused Reports**: See how automated monthly report cleanup with configurable thresholds from three months to three years helps keep your account organized. Request beta: https://app.hubspot.com/l/product-updates/?rollout=295885 - **Dynamic Prompt Suggestions in Breeze Assistant**: Learn how Breeze Assistant now serves personalized prompt suggestions based on your role, permissions, and current page context. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291918 - **TikTok Integration for Social**: Explore the updated knowledge base documentation for drafting, scheduling, and monitoring TikTok content from HubSpot. Request beta: https://app.hubspot.com/l/product-updates/?rollout=274936 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    21 min
  3. February 24, 2026 HubSpot Updates - Throttle Marketing Email

    3D AGO

    February 24, 2026 HubSpot Updates - Throttle Marketing Email

    Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down ten HubSpot updates covering email send rate controls, segment visibility improvements, bulk association management, and marketing event automation. In this episode, you'll discover: - **TikTok Integration for Social**: Discover the updated TikTok integration that brings drafting, scheduling, publishing, and comment monitoring into HubSpot. Request beta: https://app.hubspot.com/l/product-updates/?rollout=274936 - **Quote Associations to Custom Objects**: Learn how quotes can now be linked to custom objects for more accurate quoting and reporting. Learn more: https://app.hubspot.com/l/product-updates/?rollout=288900 - **Notion Integration via Data Sync**: Explore the new two-way data sync between Notion and HubSpot, plus Notion as a Data Studio source. Request beta: https://app.hubspot.com/l/product-updates/?rollout=290910 - **See Number of Emailable Contacts in Segments**: See how you can now check exactly how many contacts in a segment are eligible to receive emails before you hit send. Learn more: https://app.hubspot.com/l/product-updates/?rollout=283907 - **View Full Context of Related Records and Clean Up Associations in Bulk**: Learn how a new structured view lets you see all associated records in one place and remove outdated associations in just a few clicks. Learn more: https://app.hubspot.com/l/product-updates/?rollout=251885 - **Workflow Action to Register a Contact to a Marketing Event**: Find out how you can now automate contact registration to manually created marketing events through workflows. Learn more: https://app.hubspot.com/l/product-updates/?rollout=186899 - **Revert to Prior Revision in Workflows**: Explore the now-public-beta feature that lets you restore a previous workflow version when changes go sideways. Join beta: https://app.hubspot.com/l/product-updates/?rollout=285055 - **Throttle Marketing Email**: Discover how a new send rate control lets you slow-drip email campaigns for better deliverability and reduced server strain. Join beta: https://app.hubspot.com/l/product-updates/?rollout=281937 - **Template-Level Styling for Quotes**: Find out how you can now customize fonts, colors, and styling per quote template instead of using a single theme. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291941 - **Redesigned Marketing Event Record Page**: See how marketing events now use the standard CRM record page layout with notes, timeline, and CRM cards. Join beta: https://app.hubspot.com/l/product-updates/?rollout=282004 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    19 min
  4. February 23, 2026 HubSpot Updates - Segment Filter Insights

    4D AGO

    February 23, 2026 HubSpot Updates - Segment Filter Insights

    Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas for a lighter Monday batch covering four HubSpot updates, including a time zone fix importers have been waiting for, real-time segment filter insights, meeting notetaker improvements with speaker mapping, and an upcoming auto-disable for unused URL redirects. In this episode, you'll discover: - **Timezone Offsets Supported in Import**: Learn how you can now include time zone offsets when importing date/time properties, eliminating the need to convert all timestamps to your portal's local time zone first. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291938 - **Filter Insights**: See how granular filter insights show you exactly which filters expand, narrow, or have zero effect on your segment size as you build it in real time. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291909 - **Meeting Notetaker Improvements**: Discover the latest beta refinements including speaker mapping in transcripts, support for rescheduled meetings, and a change to two-year recording storage. Join beta: https://app.hubspot.com/l/product-updates/?rollout=222885 - **90-Day Auto-Disable for Unused URL Redirects**: Explore HubSpot's upcoming feature that automatically disables unused redirects while giving you full control to reactivate or opt out entirely. Learn more: https://app.hubspot.com/l/product-updates/?rollout=237004 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    17 min
  5. February 20, 2026 HubSpot Updates - Manage Permissions on Line Item Properties

    FEB 20

    February 20, 2026 HubSpot Updates - Manage Permissions on Line Item Properties

    Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down thirteen HubSpot updates covering form spam visibility, active lookalike segments, Data Studio warehouse connectors, and Gmail toolbar customization. In this episode, you'll discover: - **Manage Permissions on Line Item Properties**: Discover how field-level permissions for line items have moved from beta to live, letting you control who can edit sensitive fields like unit price or discount across your quoting workflows. Learn more: https://app.hubspot.com/l/product-updates/?rollout=279901 - **Daily Spam Submission Digest**: Learn how a new form notification type sends a once-daily summary of blocked spam submissions, giving you clear visibility into what's being filtered on your forms. Request beta: https://app.hubspot.com/l/product-updates/?rollout=279923 - **Active Lookalike Segments**: See how lookalike segments can now refresh automatically on a schedule, keeping your targeting aligned as your seed segments evolve. Join beta: https://app.hubspot.com/l/product-updates/?rollout=274900 - **Custom Reports Included in Email Shares with Attachments**: Discover the fix that ensures custom reports are now properly included when sharing dashboards via email. Join beta: https://app.hubspot.com/l/product-updates/?rollout=290888 - **Customize Your HubSpot Sales Toolbar in Gmail**: Find out how to tailor your Gmail sales toolbar to show only the tools you use, reducing visual clutter in your compose window. Join beta: https://app.hubspot.com/l/product-updates/?rollout=284887 - **Teams Import for Scalable Org Management**: Explore how bulk CSV import now lets admins create complete team structures, including nested hierarchies, in minutes instead of weeks. Join beta: https://app.hubspot.com/l/product-updates/?rollout=281976 - **Manage Permissions on Line Item Properties**: Learn how field-level permissions now extend to line items, letting you control who can edit sensitive fields like unit price or discount. Learn more: https://app.hubspot.com/l/product-updates/?rollout=279901 - **Azure Synapse Connection to Data Studio**: See how this native connector brings Azure Synapse data directly into Data Studio for CRM syncing, segmentation, and reporting. Learn more: https://app.hubspot.com/l/product-updates/?rollout=284988 - **Amazon Redshift Connection to Data Studio**: Discover how Redshift users can now connect their warehouse to Data Studio and activate that data across HubSpot. Learn more: https://app.hubspot.com/l/product-updates/?rollout=284989 - **A New Notion Integration**: Explore the new two-way data sync with Notion, plus Notion as a Data Studio source for cleaning and transforming data before it hits your CRM. Request beta: https://app.hubspot.com/l/product-updates/?rollout=290910 - **Light Color Theme, Improved**: See the refined color palette and contrast improvements based on customer feedback from the initial theme release. Join beta: https://app.hubspot.com/l/product-updates/?rollout=291926 - **Set Favorite Tab on Mobile Records**: Find out how to set your preferred default tab on mobile CRM records so you land on the right info every time. Learn more: https://app.hubspot.com/l/product-updates/?rollout=285079 - **GCC High for Microsoft Outlook Sales Email Integrations**: Discover how government cloud users on GCC High can now connect Outlook to HubSpot for email logging and sequences. Join beta: https://app.hubspot.com/l/product-updates/?rollout=237986 - **Test the Complete Install Flow from Your Listing Preview**: See how app developers can now validate their full install experience before submitting for review. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291919 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    26 min
  6. February 19, 2026 HubSpot Updates - Permission Sets & Seats Decoupled

    FEB 19

    February 19, 2026 HubSpot Updates - Permission Sets & Seats Decoupled

    Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down seven HubSpot updates covering developer tooling, meeting intelligence improvements, admin permissions, form spam protection, and a feature status change. In this episode, you'll discover: - **HubSpot Developer MCP Server (Local)**: Explore the now generally available MCP server that lets developers build, test, and deploy HubSpot integrations using AI-powered coding clients. Learn more: https://app.hubspot.com/l/product-updates/?rollout=239890 - **Meeting Notetaker Improvements**: Discover the latest beta updates including rescheduled meeting support, adjusted join timing, and speaker identification in transcripts. Join beta: https://app.hubspot.com/l/product-updates/?rollout=222885 - **Meeting Notetaker with Smart Deal Progression**: Find out how HubSpot can analyze your meeting transcripts to suggest CRM updates, draft follow-ups, and surface next steps automatically. Request beta: https://app.hubspot.com/l/product-updates/?rollout=283939 - **Permission Sets and Seats Are Now Decoupled**: Learn how admins can now assign any user to any permission set regardless of seat type, with clear indicators showing access levels. Request beta: https://app.hubspot.com/l/product-updates/?rollout=284913 - **Add reCAPTCHA v3 to Forms**: See how invisible bot protection and adjustable spam sensitivity give you more control over form submissions without adding friction for real visitors. Request beta: https://app.hubspot.com/l/product-updates/?rollout=279924 - **Conditionally Required Associations (Status Change)**: Understand why HubSpot has discontinued development of this previously announced Smart CRM feature. Learn more: https://app.hubspot.com/l/product-updates/?rollout=274957 - **Approvals Notifications in Slack and Teams**: See how Enterprise teams can now receive real-time approval pings in the tools they already use. Learn more: https://app.hubspot.com/l/product-updates/?rollout=285060 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    25 min
  7. February 18, 2026 HubSpot Updates - Associate Contacts, Deals, and Tickets with Campaigns

    FEB 18

    February 18, 2026 HubSpot Updates - Associate Contacts, Deals, and Tickets with Campaigns

    Wake up, customer platform! Join Chris Carolan and Casey Hawkins as they break down eight HubSpot updates covering visual search in video, campaign associations, workflow revision history, email signature personalization, and help desk improvements. In this episode, you'll discover: - **Visual Search in Video Library**: Explore how HubSpot now lets you search for specific visual elements across your video content by describing what you see. Request beta: https://app.hubspot.com/l/product-updates/?rollout=238903 - **Auto-Enrollment for Developer Platform Betas**: See how a one-time opt-in gives developers automatic access to all current and future platform betas. Join beta: https://app.hubspot.com/l/product-updates/?rollout=286886 - **Retroactive SLAs**: Learn how admins can now apply SLA changes to existing tickets, not just new ones. Join beta: https://app.hubspot.com/l/product-updates/?rollout=286896 - **More Personalization Options for Team Email Signatures, Phase 1 of 2**: Discover the first phase of revamped team email signatures, now supporting individual email address, phone number, and job title with custom properties coming next. Join beta: https://app.hubspot.com/l/product-updates/?rollout=285077 - **Associate Contacts, Deals, and Tickets with Campaigns**: Find out how you can now manually associate contacts, deals, and tickets with campaigns from multiple locations, enabling revenue attribution for offline marketing efforts. Join beta: https://app.hubspot.com/l/product-updates/?rollout=285001 - **Deprioritizing AI-Powered Report Editing**: Learn why HubSpot is closing this private beta after evaluating early usage and feedback. Learn more: https://app.hubspot.com/l/product-updates/?rollout=246893 - **Send an Email to Create a Ticket in Help Desk**: See how support reps can now send an outbound email and create a ticket simultaneously. Learn more: https://app.hubspot.com/l/product-updates/?rollout=284916 - **Revert to Prior Revision in Workflows**: Discover how revision history now lets you restore a previous workflow version, giving you a safety net when making changes. Request beta: https://app.hubspot.com/l/product-updates/?rollout=285055 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    17 min
  8. February 17, 2026 HubSpot Updates - Add Line Items to Deals via Workflow Actions

    FEB 17

    February 17, 2026 HubSpot Updates - Add Line Items to Deals via Workflow Actions

    Back after a few days off, Chris Carolan, Casey Hawkins, and George B. Thomas return to cover twenty-four HubSpot updates spanning deal automation, conditional scoring, multi-step forms, segment-building transparency, and workflow data recovery. In this episode, you'll discover: - **HubSpot Link Previews in Slack**: See how sharing HubSpot record links in Slack now surfaces context-rich CRM previews automatically, eliminating the need to click through static URLs. Learn more: https://app.hubspot.com/l/product-updates/?rollout=225897 - **Granular Filter Insights in Segments**: Explore how real-time visibility into each filter's impact on your segment size removes the guesswork from list building. Join beta: https://app.hubspot.com/l/product-updates/?rollout=238058 - **Improved Spam Visibility & Management in Forms**: Learn how new spam tabs, richer submission details, and easier access to spam settings help you triage form submissions faster. Join beta: https://app.hubspot.com/l/product-updates/?rollout=279922 - **Enhanced Multi-Step Form Logic**: Discover how new hide and show step-level actions let you dynamically adjust form paths based on visitor responses. Join beta: https://app.hubspot.com/l/product-updates/?rollout=265890 - **Meeting Notetaker with Smart Deal Progression**: Find out how HubSpot analyzes your meeting transcripts to suggest CRM updates, draft follow-up emails, and surface next steps automatically. Request beta: https://app.hubspot.com/l/product-updates/?rollout=283939 - **Workflow CRM Property Data Restore**: See how admins can now undo CRM property changes made by workflows within the last fourteen days, eliminating hours of manual data cleanup. Join beta: https://app.hubspot.com/l/product-updates/?rollout=291891 - **Add Line Items to Deals via Workflow Actions**: Explore the new workflow action that lets you automatically attach products and quantities to deals the moment a trigger fires. Request beta: https://app.hubspot.com/l/product-updates/?rollout=281984 - **Conditional Scoring with "and" for Lead Scores and Health Scores**: Learn how scoring rules now support compound criteria, awarding points only when multiple conditions are met. Learn more: https://app.hubspot.com/l/product-updates/?rollout=283921 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

    41 min
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About

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 and success patterns • Quick wins and long-term value opportunities The solution you're looking for is probably already in your portal - let's find it together.

Information

  • Creator
    Chris Carolan
  • Years Active
    2025 - 2026
  • Episodes
    197
  • Rating
    Clean