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

By Chris Carolan

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Episodes: 205

Description

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.

Episode Date
March 17, 2026 HubSpot Updates - Agents in CRM Cards
Mar 17, 2026
March 16, 2026 HubSpot Updates - Prospecting Agent 30-Day Auto-Complete
Mar 16, 2026
March 12, 2026 HubSpot Updates - Export Marketing Emails to PDF and HTML
Mar 13, 2026
March 11, 2026 HubSpot Updates - Memberships Access Groups CRM Card
Mar 13, 2026
March 10, 2026 HubSpot Updates - Data Agent: Activities and Transcripts Data Source
Mar 10, 2026
March 05, 2026 HubSpot Updates - AEO: Create a Blog Post from a Recommendation
Mar 05, 2026
March 03, 2026 HubSpot Updates - Create New Contacts from Logged Emails
Mar 03, 2026
March 02, 2026 HubSpot Updates - Custom Events Now Available to Pro Customers
Mar 03, 2026
February 26, 2026 HubSpot Updates - New Actions and Limits added to Forms Simple Workflows
Feb 26, 2026
February 25, 2026 HubSpot Updates - Inline Association Table
Feb 25, 2026
February 24, 2026 HubSpot Updates - Throttle Marketing Email
Feb 24, 2026
February 23, 2026 HubSpot Updates - Segment Filter Insights
Feb 23, 2026
February 20, 2026 HubSpot Updates - Manage Permissions on Line Item Properties
Feb 20, 2026
February 19, 2026 HubSpot Updates - Permission Sets & Seats Decoupled
Feb 19, 2026
February 18, 2026 HubSpot Updates - Associate Contacts, Deals, and Tickets with Campaigns
Feb 18, 2026
February 17, 2026 HubSpot Updates - Add Line Items to Deals via Workflow Actions
Feb 17, 2026
February 11, 2026 HubSpot Updates - Breeze Assistant Prompts Reimagined
Feb 11, 2026
February 10, 2026 HubSpot Updates - Video capture: Record videos directly in HubSpot
Feb 10, 2026
February 06, 2026 HubSpot Updates - Add HubSpot video into CRM email and Helpdesk
Feb 06, 2026
February 05, 2026 HubSpot Updates - Customer Agent - 28 Day Free Access
Feb 05, 2026
February 04, 2026 HubSpot Updates - Upgraded Social Analytics
Feb 04, 2026
February 03, 2026 HubSpot Updates - AEO: Track your brand visibility in AI-powered search
Feb 03, 2026
February 02, 2026 HubSpot Updates - TikTok Integration for Social
Feb 03, 2026
January 30, 2026 HubSpot Updates - Make Campaigns Automatable in Workflows
Jan 30, 2026
January 29, 2026 HubSpot Updates - Seamlessly Restore CRM Data
Jan 29, 2026
January 28, 2026 HubSpot Updates - Connect Custom Objects to Knowledge Vaults
Jan 28, 2026
January 27, 2026 HubSpot Updates - Customer Agent Message Insights
Jan 27, 2026
January 26, 2026 HubSpot Updates - New AI image generation model: GPT 1.5
Jan 26, 2026
January 23, 2026 HubSpot Updates - Support Multiple Main Teams for Full Functionality
Jan 23, 2026
January 22, 2026 HubSpot Updates - 1:1 Email Object Workflow Triggers
Jan 22, 2026
January 21, 2026 HubSpot Updates - Business Days Support for Workflow Delays
Jan 21, 2026
January 20, 2026 HubSpot Updates - Deploy Customer Agent through Workflows & Chatflows
Jan 20, 2026
January 16, 2026 HubSpot Updates - Improved Users Table & Page
Jan 16, 2026
January 15, 2026 HubSpot Updates - Lifecycle Stage Conditional Property Logic
Jan 15, 2026
January 14, 2026 HubSpot Updates - See number of emailable contacts in Segments
Jan 14, 2026
January 13, 2026 HubSpot Updates - Company Lifecycle Stage Properties
Jan 13, 2026
January 12, 2026 HubSpot Updates - Conditional Scoring with "and" for Lead & Health Scores
Jan 12, 2026
January 09, 2026 HubSpot Updates - New Property Colors for Better Visual Organization
Jan 09, 2026
January 02, 2026 HubSpot Updates - Customer Agent Prompt Recommendations
Jan 02, 2026
December 19, 2025 HubSpot Updates - New Permissions Announcements Panel in Users & Teams
Dec 19, 2025
December 18, 2025 HubSpot Updates - Improved Saving for Workflows
Dec 18, 2025
December 17, 2025 HubSpot Updates - Built-in video editor for social posts
Dec 17, 2025
December 16, 2025 HubSpot Updates - Zapier Integration Enhancements
Dec 16, 2025
December 15, 2025 HubSpot Updates - Subscriptions Event Data in Report Tool
Dec 15, 2025
December 12, 2025 HubSpot Updates - Segment-Powered Knowledge Vaults
Dec 12, 2025
December 10, 2025 Wake Up Customer Platform - Line Item Associations to Custom Objects
Dec 10, 2025
December 09, 2025 Wake Up Customer Platform - Enhanced multi-step form logic (hide & show steps)
Dec 09, 2025
December 05, 2025 Wake Up Customer Platform - Bulk Reject for DeDupe
Dec 08, 2025
December 04, 2025 Wake Up Customer Platform - Conversation Starters in Custom Assistants
Dec 08, 2025
December 08, 2025 Wake Up Customer Platform - Create Segments of your Quotes, Subscriptions, Invoices, Payments, and Payment Links
Dec 08, 2025
December 03, 2025 HubSpot Updates - Payments in the New Forms Editor
Dec 03, 2025
December 02, 2025 HubSpot Updates - Customer Agent can view and edit contact properties
Dec 02, 2025
December 01, 2025 HubSpot Updates - Run Agent Workflows Action
Dec 01, 2025
November 26, 2025 HubSpot Updates - Give instructions to your Customer Agent
Nov 26, 2025
November 25, 2025 HubSpot Updates - SurveyMonkey App: Sync Data to HubSpot Surveys
Nov 26, 2025
November 21, 2025 HubSpot Updates - Take Action with Claude: Update CRM Records and Access Engagement History
Nov 21, 2025
November 20, 2025 HubSpot Updates - Centralized Reports & Dashboards
Nov 20, 2025
November 19, 2025 HubSpot Updates - Activating HubSpot's New Project Object
Nov 19, 2025
November 18, 2025 HubSpot Updates - Run Breeze Agents via a Workflows Action
Nov 18, 2025
November 17, 2025 HubSpot Updates - Historical Signal Backfill for Buyer Intent
Nov 17, 2025
November 14, 2025 HubSpot Updates - Import Historical Email Data
Nov 14, 2025
November 13, 2025 HubSpot Updates - Help Desk Support Macros
Nov 13, 2025
November 11, 2025 HubSpot Updates - Restore Deleted Contacts Filtered by Workflow
Nov 11, 2025
November 10, 2025 HubSpot Updates - Score High-Impact Pages with AI-Powered Insights
Nov 11, 2025
November 7, 2025 HubSpot Updates - Additional rotate ticket owner options in workflows
Nov 07, 2025
November 6, 2025 HubSpot Updates - Line Item Custom Properties
Nov 06, 2025
November 5, 2025 HubSpot Updates - Improved Organization and Search for Data Variables in Workflows
Nov 05, 2025
November 4, 2025 HubSpot Updates - Undo / Redo Capabilities in Video Editor
Nov 04, 2025
November 3, 2025 HubSpot Updates - Enhanced Board View Options and Actions for Contacts & Companies
Nov 03, 2025
October 31, 2025 HubSpot Updates - The Lead object can now be renamed and toggled on/off
Oct 31, 2025
October 30, 2025 HubSpot Updates - AI-Powered Smart CRM Data Capture via Call and Meeting Transcripts
Oct 30, 2025
October 29, 2025 HubSpot Updates - Dynamic AI Marketing Email Personalization
Oct 29, 2025
October 28, 2025 HubSpot Updates - Create Product Bundles for Quotes
Oct 28, 2025
October 27, 2025 HubSpot Updates - Breeze Assistant Mobile App
Oct 27, 2025
October 24, 2025 HubSpot Updates - AI-Powered CRM Smart Summary
Oct 24, 2025
October 22, 2025 HubSpot Updates - AI Data Capture from Call and Meeting Transcripts
Oct 22, 2025
October 21, 2025 HubSpot Updates - New HubSpot-Salesforce Sync Rule Directions for Custom Objects
Oct 21, 2025
October 20, 2025 HubSpot Updates - Fully Customizable Index Page Quick Filters
Oct 20, 2025
October 17, 2025 HubSpot Updates - App Workflow Action Insights
Oct 17, 2025
October 16, 2025 HubSpot Updates - Connected Apps Assistant & Onboarding Agent
Oct 16, 2025
October 14, 2025 HubSpot Updates - Customer Agent can now view and edit contact properties directly in your CRM!
Oct 14, 2025
October 13, 2025 HubSpot Updates - Custom Assistants can now read HubSpot CRM data
Oct 13, 2025
October 10, 2025 HubSpot Updates - Configure unsubscribe links in email
Oct 10, 2025
October 9, 2025 HubSpot Updates - HubSpot’s New CRM Smart Insights Feature Explained
Oct 09, 2025
October 8, 2025 HubSpot Updates - Map Visualization for CRM Index Pages
Oct 08, 2025
October 7, 2025 HubSpot Updates - Leads as a Standard CRM Object
Oct 07, 2025
October 6, 2025 HubSpot Updates - Intentional Dashboard Editing
Oct 06, 2025
October 3, 2025 HubSpot Updates - CRM Index Map Visualization View
Oct 03, 2025
October 1, 2025 HubSpot Updates - Smart Properties Workflow Action
Oct 03, 2025
September 30, 2025 HubSpot Updates - Omni-Channel Deployment of Customer Agent
Sep 30, 2025
September 29, 2025 HubSpot Updates - New Reporting Experience for Breeze Customer Agent
Sep 29, 2025
September 26, 2025 HubSpot Updates - Bulk Management of CRM Record Associations
Sep 27, 2025
September 25, 2025 HubSpot Updates - AI-Powered Blog Research Agent
Sep 25, 2025
September 24, 2025 HubSpot Updates - Granular Deployment from Sandbox
Sep 24, 2025
September 23, 2025 HubSpot Updates - Lead Scoring with Flexible Group Limits
Sep 24, 2025
September 22, 2025 HubSpot Updates - Calendars, Maps, and Gantt Charts on CRM Index Pages
Sep 24, 2025
September 19, 2025 Wake Up Customer Platform - Closing Agent
Sep 19, 2025
September 18, 2025 Wake Up Customer Platform - Breeze Studio Agent Builder
Sep 19, 2025
September 17, 2025 Wake Up Customer Platform - CPQ Board View Enhancements
Sep 17, 2025
September 16, 2025 Wake Up Customer Platform - Major Project Management Overhaul
Sep 16, 2025
September 12, 2025 Wake Up Customer Platform - Support Macros
Sep 15, 2025
September 11, 2025 Wake Up Customer Platform - Smart Properties: Contact Object Support
Sep 11, 2025
September 10, 2025 Wake Up Customer Platform - Social Metrics in Custom Report Builder
Sep 11, 2025
September 09, 2025 Wake Up Customer Platform - Data Agent
Sep 11, 2025
September 08, 2025 Wake Up Customer Platform - Apps Tab on Data Integration Home
Sep 09, 2025
September 03, 2025 HubSpot Updates - Live from INBOUND Day 1
Sep 09, 2025
August 29, 2025 Wake Up Customer Platform - Enhanced HubSpot Connector for Claude
Sep 09, 2025
August 28, 2025 Wake Up Customer Platform - Social Inbox Notifications
Sep 09, 2025
August 27, 2025 Wake Up Customer Platform - Flexible CRM Views
Sep 05, 2025
August 26, 2025 Wake Up Customer Platform - New Lists Intro Page
Aug 26, 2025
August 25, 2025 Wake Up Customer Platform - Domains Activity Log
Aug 26, 2025
August 22, 2025 HubSpot Updates - Updated CRM Association Cards
Aug 25, 2025
August 21, 2025 HubSpot Updates - Multi-Account Reporting
Aug 21, 2025
August 20, 2025 HubSpot Updates - AI search in Breeze Copilot
Aug 20, 2025
August 19, 2025 HubSpot Updates - LinkedIn Audience Insights & Google Performance Max Ad Creation
Aug 19, 2025
August 18, 2025 HubSpot Updates - AI Referrals in Website Traffic Analytics
Aug 18, 2025
August 15, 2025 HubSpot Updates - Campaign Analyze Tab & Email Health Dashboard
Aug 18, 2025
August 14, 2025 HubSpot Updates - Object Pipeline Cloning & Form Submission Reporting
Aug 15, 2025
August 13, 2025 HubSpot Updates - Microsoft Teams Syncs Meeting Recordings & Transcripts
Aug 13, 2025
August 12, 2025 HubSpot Updates - Audio Upload and Image Overlays in HubSpot Video Editor
Aug 12, 2025
August 11, 2025 HubSpot Updates - Today's Insights Card in Help Desk
Aug 12, 2025
August 08, 2025 HubSpot Updates - Conversation-Powered Deal Risks and Buyer Goals
Aug 11, 2025
August 07, 2025 HubSpot Updates - Active Contact List in Campaigns!
Aug 08, 2025
August 06, 2025 HubSpot Updates - ALL PROPERTIES SIDEBAR!!!
Aug 06, 2025
August 05, 2025 HubSpot Updates - NEW CRM Activity Timelines & Instagram Direct Messaging in Social Tool
Aug 05, 2025
August 04, 2025 HubSpot Updates - Sunsetting the Scatter Plot Chart from Email Analytics
Aug 04, 2025
August 1, 2025 HubSpot Updates - Quote Association & Quote Creation from Board View for CPQ
Aug 01, 2025
July 31, 2025 HubSpot Updates - App Cards for Sales Workspace Deal and Target Account Sidebars
Aug 01, 2025
July 30, 2025 HubSpot Updates - Marketing Email Folders Are Back!
Jul 31, 2025
July 29, 2025 HubSpot Updates - Export Videos from Descript Directly to HubSpot
Jul 29, 2025
July 28, 2025 HubSpot Updates - Automatic Syncing Google Meet Recordings and Transcripts
Jul 29, 2025
July 25, 2025 HubSpot Updates - Enhanced HubSpot Connector for ChatGPT
Jul 25, 2025
July 24, 2025 HubSpot Updates - Google Workspace Gemini Integration with HubSpot
Jul 25, 2025
July 23, 2025 HubSpot Updates - Conditional CRM Card Display Logic
Jul 23, 2025
July 22, 2025 HubSpot Updates - Timeline Video Editing & Multi-Account Workflows
Jul 22, 2025
July 21, 2025 HubSpot Updates - Knowledge Base Agent
Jul 21, 2025
July 18, 2025 HubSpot Updates - Help Desk Coaching Tab & Unsubscribe Feedback Survey
Jul 18, 2025
July 17, 2025 HubSpot Updates - Auto-Suggested Tokens for Workflows and Record Cloning
Jul 17, 2025
July 16, 2025 HubSpot Updates - View, Create, and Edit Notes in Help Desk
Jul 16, 2025
July 15, 2025 HubSpot Updates - Manage Email Logging Rules Across All Channels
Jul 15, 2025
July 14, 2025 HubSpot Updates - Send DNS Setup Records To IT Team Easier
Jul 15, 2025
July 11, 2025 HubSpot Updates - Social Editor Video Caption Management
Jul 11, 2025
July 10, 2025 HubSpot Updates - Customer Agent Can Execute API Calls To Other Business Systems
Jul 11, 2025
July 9, 2025 HubSpot Updates - New Target Accounts Home with Integrated Prospecting Agent
Jul 09, 2025
July 8, 2025 HubSpot Updates - Deals Kanban Board & Enhanced Sidebar in Sales Workspace
Jul 08, 2025
July 7, 2025 HubSpot Updates - Sales Hub Now Includes Lead & Deal Scoring
Jul 07, 2025
June 30, 2025 HubSpot Updates - AI Video Generation Coming To HubSpot
Jul 01, 2025
June 27, 2025 HubSpot Updates - Health Score Builder & AI-Powered Lookalike Lists
Jun 27, 2025
June 26, 2025 HubSpot Updates - Marketing Email Custom Properties
Jun 26, 2025
June 25, 2025 HubSpot Updates - Improved CRM Card Library
Jun 26, 2025
June 24, 2025 HubSpot Updates - Line Item Revenue Reporting
Jun 24, 2025
June 23, 2025 HubSpot Updates - Buyer Intent View Permissions & Workflow Enrollment Lists
Jun 23, 2025
June 20, 2025 HubSpot Updates - Basic Record Cloning & Improved Email Editor Navigation
Jun 20, 2025
June 19, 2025 HubSpot Updates - Sticky Tabs on CRM Records & Content Remix Bulk Actions
Jun 19, 2025
June 18, 2025 HubSpot Updates - Sales Daily Digest & Breeze Report Remix
Jun 18, 2025
June 17, 2025 HubSpot Updates - The New Breeze Copilot Is Here!
Jun 17, 2025
June 16, 2025 HubSpot Updates - Breeze AI-Generated Calculated Properties
Jun 16, 2025
June 13, 2025 HubSpot Updates - Website Tracking Code Validation
Jun 13, 2025
June 12, 2025 HubSpot Updates - Remix Google Drive Content & Payments API Write Access
Jun 12, 2025
June 11, 2025 HubSpot Updates - Ticket Routing Engine Balanced Distribution Updates
Jun 11, 2025
June 10, 2025 HubSpot Updates - Auto-Merge Duplicate Records in Manage Duplicates Tool
Jun 10, 2025
June 9, 2025 HubSpot Updates - Breeze AI Social Media Quick Replies on Mobile
Jun 09, 2025
June 6, 2025 HubSpot Updates - Automated Sales Tax with Commerce Hub
Jun 06, 2025
June 5, 2025 HubSpot Updates - HubSpot Deep Research Connector To ChatGPT
Jun 05, 2025
June 4, 2025 HubSpot Updates - Buyer Intent Tracking Customization & Hashtag Bank
Jun 04, 2025
June 3, 2025 HubSpot Updates - Deal, Ticket, Service, Custom Object Record Cloning
Jun 03, 2025
June 2, 2025 HubSpot Updates - Lists Quick Action and HubSpot Help Call-in Show
Jun 02, 2025
May 30, 2025 HubSpot Updates - Faster Email Testing for 100+ Email Clients
May 30, 2025
May 29, 2025 HubSpot Updates - Multi-Select User Properties
May 29, 2025
May 28, 2025 HubSpot Updates - Commerce Analytics Suite!!!
May 28, 2025
May 27, 2025 HubSpot Updates - Breeze AI-Powered Reporting Insights on Mobile
May 27, 2025
May 23, 2025 HubSpot Updates - Journey Automation Cloning & Mobile List Management
May 25, 2025
May 22, 2025 HubSpot Updates - AI-Powered Data Model Recommendations
May 25, 2025
May 21, 2025 HubSpot Updates - Sales Workspace Recent Activity & Next Steps
May 25, 2025
May 20, 2025 HubSpot Updates - Service Hub Journey Analytics & Automatic Email Compression
May 25, 2025
May 19, 2025 HubSpot Updates - Enhanced Video SEO Performance w/ Structured Data
May 25, 2025
May 16, 2025 HubSpot Updates - Automated Sales Tax Collection w/ Commerce Hub
May 25, 2025
May 15, 2025 HubSpot Updates - HubSpot Payments in the App Marketplace
May 25, 2025
May 14, 2025 HubSpot Updates - AI-Powered HTML Email Template Import
May 25, 2025
May 13, 2025 HubSpot Updates - Automation Overview Page & Bulk Property Archiving
May 25, 2025
May 12, 2025 HubSpot Updates - Custom Brand Voice for Customer Agents
May 25, 2025
May 9, 2025 HubSpot Updates - Scoring Frequency in Lead Management
May 25, 2025
May 8, 2025 HubSpot Updates - Stage-Calculated Properties for Service Object
May 25, 2025
May 7, 2025 HubSpot Updates - Smart Properties & Data Sync App for Monday.com
May 25, 2025
May 6, 2025 HubSpot Updates - AI-Powered Video Marketing Platform
May 25, 2025
May 5, 2025 HubSpot Updates - Revamped Workflow Creation Experience
May 25, 2025
May 1, 2025 HubSpot Updates - New Social Interaction Contact Creation
May 25, 2025
Apr 30, 2025 HubSpot Updates - Advanced Sequence Reporting & New Form Customization
May 25, 2025
Apr 29, 2025 HubSpot Updates - Breeze AI Social Media Agent
May 25, 2025
Apr 28, 2025 HubSpot Updates - Ask Breeze Workflow Action & Connected Email Analytics
May 25, 2025
Apr 25, 2025 HubSpot Updates - Customer Portal Upgrades & Data Model Builder
May 25, 2025
Apr 24, 2025 HubSpot Updates - New Board View for Contacts and Companies
May 25, 2025
Apr 23, 2025 HubSpot Updates - Shopify Integration Sunset & New JIRA App
May 23, 2025
Apr 22, 2025 HubSpot Updates - Breeze AI-powered Lookalike Lists
May 23, 2025
Apr 21, 2025 HubSpot Updates - Breeze AI Knowledge Base Agent
May 23, 2025
Apr 18, 2025 HubSpot Updates - Podcast Slide-in CTA & Dynamic Form Logic
May 22, 2025
Apr 17, 2025 HubSpot Updates - Saved Leads Views and Today's Insights Feed
May 22, 2025
Apr 16, 2025 HubSpot Updates - Breeze AI Meeting Note Taker
May 22, 2025
Apr 15, 2025 HubSpot Updates - Global Navigation Updates...Again!
May 22, 2025
Apr 14, 2025 HubSpot Updates - Breeze AI-Powered A/B Testing
May 22, 2025
Apr 11, 2025 HubSpot Updates - Spring Spotlight Review w/ 38 Updates!
May 22, 2025
Apr 10, 2025 HubSpot Updates - Redesigned Sales Workspace w/ Guided Actions
May 22, 2025
Apr 9, 2025 HubSpot Updates - AI-Powered Data Model Recommendations
May 22, 2025
Apr 8, 2025 HubSpot Updates - Automated Case Study Generation w/ Breeze AI
May 22, 2025
Apr 7, 2025 HubSpot Updates - Automated Exchange Rate Updating
Apr 29, 2025