7/31/2025 HubSpot Customer Platform Updates #hubspot
Chris Carolyn, Casey Hawkins, and George B. Thomas walk through new HubSpot Customer Platform features and beta releases. The hosts break down recent updates and integrations in an informal morning show format.
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Wake Up Customer Platform it's time to start the day. Discover all the value you already own. Don't let solutions slip on way. Wake Up Customer Platform the tools are at your hand. No need to sleep on capabilities that can help your business stand. The answer's right before your eyes. You just need to realize Wake up Customer Platform and watch your business rise. Wake up. Wake up. The platform's waiting for you. Wake up. Wake up. See what your system can do.
Good morning HubSpot Nation. It is time to Wake Up Customer Platform with your unofficial HubSpot updates morning show where we help you discover the platform value you already own. I'm Chris Carolyn, joined by my co hosts Casey Hawkins and George B. Thomas. We are here every weekday morning to make sure you're not sleeping on HubSpot street capabilities. If you're joining live, drop a hello in the comments and let us know what you're building in HubSpot today. Happy July 31st, 2025. Welcome back, Casey. Yay. George is just excited because he doesn't have to read the I know.
Yay.
I listened yesterday and yeah, whenever I hear George saying how excited he is for me to come back, I am like he's just excited not to read.
Hey, you know.
Indeed. All right, well we likely we we've had an uptick. It feels like in in updates.
Is this the inbound uptick?
Inbound bump already? Like wouldn't surprise me. Okay. Only eight today.
Okay, that's really good. I mine's 119, so.
119.
That's what happens when you leave for a week. Just saying one week ladies and gentlemen. 119 updates.
And yeah, welcome back. If we didn't have enough feelings of catch up to do HubSpot can help out with that for sure. So let's dive in today. Apply Activity Logging defaults to External Emails High Impact Release this is a public beta expected for release on August 11th. What is it? Admin Configured email logging rules now apply consistently across email channels. Previously, these rules only applied to emails sent from contact record pages, but now they extend to emails sent through the HubSpot Sales Chrome extension, sales extension for Outlook, BCC and forwarding addresses, connected inboxes and sequences. This update applies the email logging rules to emails that are logged to a record from all those places that I just mentioned.
In other words, everywhere.
This one matters because you now get predictable email logging behavior regardless of how you send emails. This consistency eliminates confusions when confusion when emails appear on unexpected records or seem to disappear from where you expected them. With UNIFI logging rules, you'll spend less time manually organizing emails and more time focusing on your prospects and customers.
Yeah, we're going to have to make some training adjustments here, George. I think one of the first things I talk about is how to adjust like email associations when you see them in the place like a deal or a contact or a company and you don't see them in the other place that you're expecting them to be. So maybe we won't have to do that anymore. But this is almost like they have talked to some customers and they're using customer language to describe what has felt like it's happening. When we talk about disappearing emails, I.
Liked that the disappearing was in quotes like, I don't know, it just seems.
Like gone, not gone. That's basically how that translates. You can't see them, so they disappeared, but they're right over here where you disappeared.
So very cool to see. So thank you HubSpot, for that long awaited update. Auto suggest tokens for workflow text fields, George. All over the beta button.
Yeah, my life is easier today. Casey's here, I can just.
You just get to press the button.
Let's go.
What is it? A new feature where data tokens will be automatically suggested as you fill out certain text fields.
Why does it matter? Using data tokens and workflow actions creates highly personalized automated experience. Whether that's providing the right details to your team in the right moment so they can work effectively, or in your communications with leads to curate personalized experience using data tokens levels up the outcomes of automation. However, with so much property and runtime data available to use, it can be overwhelming to find what you need. We're now bringing suggested data tokens to you in the moments when you need them so you can add customization to text fields with the ease of a click.
Real quick, George, for the audience that might not be familiar with that phrase.
Isn'T this my day off? Why are we testing me?
No, we're making you work. We're unlocking the other forms of value that you. What is a data token?
You got this one, George. I believe in you.
A data token. Why are you asking me what a data token is?
Because it used that phrase about several times here. What a token is. Can I ask that what a personalization token is? That'd be a better way to ask it.
Yeah, you confused me. Because personalization token versus a data token. Personalization token is literally where you can reverse engineer any property into somewhere where you want it to Be used.
Right. And that's why we're defining this, because that's what they're talking about when they're saying data tokens.
Well, yeah, then it's probably smart for us to define it, because again, I was confused on my brain, immediately went to AI and I'm like, this is not an AI update. What are we doing here? All right, thanks for that, Chris.
Hey, this is a good.
What is a data token?
This is a good lesson of how hard marketers and SaaS companies can make it for us to help customers get value.
Yeah.
Because when. When you use this phrase out of nowhere, which is the right phrase to start using in this era that we're in and somebody who's been in it for 12 years.
Yeah.
Is not clear. Like, yeah, that's a. That's a problem.
I know what we should do today. Let's get George hung up on words. Thanks, buddy.
I blame HubSpot. I blame HubSpot.
Exactly.
Like, lean into that part, George. Like, I don't know what's going on here. We, We. We let the people know how challenging it is, and then we help them resonate through George B. Thomas, direct experience.
Yeah, we won't be clipping that video. What's a data token? By whatever do you mean, Chris?
All right, we'll move on.
Oh, my God. What is happening?
Did the show get sillier while I was out?
Maybe I did today. I don't know.
Product updates are moving on. Unsubscribe feedback survey available on preference pages. What is it? You can now trigger an unsubscribe survey on the preference page to collect feedback about why a contact is unsubscribing from all emails. Then view this feedback for more insights about your marketing email strategy. Turn every unsubscribe into a learning opportunity without adding friction to the unsubscribe process.
Why does it matter? Automatically collect feedback when a contact unsubscribes from all email. Giving marketers actionable insights to reduce, churn and improve content relevance.
We talked about this yesterday. You know my feelings. That's all I'm saying.
Yep, we've talked about this a lot.
It was as a reminder of those feelings. Please do something with that data.
Yeah. Period. Removing a period. Putting a period Removing a period on that update. They got it. They understand it. We're good.
We're good.
Oh, you know, that's not. That's not true. There's a bunch of people out there.
That's actually not true.
Still don't know about this okay Period.
Save.
Allowed 2 FA methods what is it allowed? 2 FA methods enables admins to configure which two factor authentication methods users in their organization can log in with. When the setting is turned on, admins can restrict which methods are allowed SMS2FA or authenticator apps for example Google authenticator turned on Admins can restrict which methods are allowed SMS2FA or authenticator app Duo when the setting is off which is the default mode all two FA methods offered through HubSpot are allowed. Note that for example Google Authenticator Authy Duo when the setting is off which is HubSpot mobile app will be a default method that will always be enabled.
Why does this matter? To meet the needs of customers organizational security policies this feature allows admins to set which two factor authentication are allowed.
For users is the default mode. All two FA methods offered through HubSpot are allowed. Note that the HubSpot mobile app will.
Be a default method to access their account.
Two things on this one Notice they did not use Microsoft Authenticator as an.
Example method that will always be enabled.
Why does this matter? To meet the needs of customers organizational security policies Go figure.
Two has nothing to do with this but we mentioned a mobile app and so I gotta say did everybody see the email yesterday?
This feature allows admins to set which two factor authentication are allowed for users to access their account.
Truth you can now download the Inbound app I did. Hopefully you saw that if you're watching the show and you're heading to Inbound and you haven't downloaded things on this one. Notice they did not use Microsoft Authenticator as an example. Go figure 2 to the app download the okay, I'm done here and you.
Want to see how to use it and what that experience is like. Join me tomorrow for the road to Inbound where I'll be it has nothing.
To do with this but we mentioned a mobile app and so I gotta say did everybody see the email yesterday that you can now download the inbound.
Be building out my planned agenda using the app.
There you go.
And now assuming I can figure out.
How to do app I did hopefully.
You saw that if you're watching the show and you're heading to Inbound and you haven't downloaded the app download the okay I'm done what other people do.
And that's show the show the phone screen on on a screen share that's very impressive.
I've never done that before and you.
Want to see how to use it and what that experience is like. Join me tomorrow for the road to.
Inbound where I'll just be like in front of.
Yeah, I've done that before. Not be building out my planned agenda using the app. The best experience from the viewer's perspective right here. There you go.
And now do it.
Assuming I can figure out how to do what other people do. And that's show the show. I don't know. Michelle, did Casey just do jazz hands for two fa? The phone screen on. On a screen share.
That's very.
She did. She did. I saw it. I wasn't gonna say it, but thank you.
Impressive. I've never done that before. My screen. My phone would.
Thank you for bringing that. I was like, hashtag nerd. Yeah, yeah, yeah.
Just be like in front of.
Yeah, I've done that before.
Not do a lot of jazz hands on this show. I don't know. I feel like George has the soundboard.
I have the J A hand.
A two factor authentication. All right, let's go.
I. It mustn't even. I didn't even mean to. Maybe it was.
Let's be real. The best experience from the viewer's perspective. I hear it would be nice to have less friction during the HubSpot signin process.
Facts. Although the new sign in is.
I don't know. Michelle, did Casey just do jazz hands for two fa?
She did. She did. I saw it. Cool.
Yes.
The new sign in feature. I was like, okay, this is. This is definitely better than it used to be.
Yeah. This is the second update.
I wasn't gonna say it, but thank you. Thank you for bringing that. I was like, hashtag nerd. Yeah, yeah, yeah.
A couple weeks. So very cool to see them improving our lives there. Number five.
You do a lot of jazz hands on the show. I don't know. I feel like George has the soundboard.
I have the jazz hand.
Two factors.
HubSpot in meeting app in live Google Meet meetings.
What is your authentication? All right, let's go.
It wasn't even. I didn't even mean to. Maybe it was.
Let's be real. With HubSpot's Google Meet integration, you can access and update HubSpot records without opening a separate window. It would be nice to have less friction during the HubSpot sign in process.
Facts. Although the new sign in is cool.
Yes.
The new sign in feature, I was like, okay, this is.
During your meeting.
This is definitely better than it used to be.
Yeah. This is the second update in the kungs. You can now couple weeks. So create new HubSpot contact records. Associate them. Very cool to see them improving. Our lives there. Number five you meeting to any relevant HubSpot record add notes HubSpot in meeting to HubSpot contact records and use HubSpot in live Google Meet meetings. What is HubSpot playbooks with HubSpot's Google Meet.
Join that beta.
This matters integration.
You can access and update HubSpot records.
Because previously you had to use a.
Without opening a separate separate browser window.
To reference HubSpot contact records or add notes during a Google Meet meeting windows during your meetings.
You can now create new HubSpot contact records Associate them.
This interrupted your meeting flow and required constant back and forth. Now you can maintain focus on your.
Conversation while having meeting to any relevant HubSpot record. Add notes to HubSpot contact records and.
Use all your customer information and note taking capabilities right inside Google Meet.
By the way, this has been possible.
In Zoom HubSpot playbooks.
Join that beta.
This matters for a long time.
Yeah but zoom oh just I almost.
Threw in a fifth bullet just to get George excited. Somehow HubSpot lets us do the HubSpot.
Now let's because previously you had to.
Use AC you do annotations right in.
Your separate browser window to reference HubSpot contact records or add.
On like George.
Might have dropped this off the show.
I've been like notes during a Google Meet meeting. This interrupted your meeting flow and required constant back and forth. Now.
Check that out.
Yeah right. But yeah the other thing I like.
To think about is how you can maintain focus on your conversation while having all your customer information and note taking capabilities right inside Google Meet.
Still hard to take notes and use all these things and be focused on the conversation.
By the way, this has been possible in Zoom for a long time.
At the same time yeah but zoom but I bet this is a step towards AI being able to do it for you.
Oh just I almost threw in a.
Fit bullet in these moments.
Remember when Casey was gone one of the updates was that your videos will auto record and your video just to get George excited.
Somehow HubSpot lets us do the HubSpot.
Now lets you do annotations right in your videos Google Meet videos and transcripts will automatically get uploaded to HubSpot. So not only are you able to attach and associate the things I'll take some like quick baby on like George.
Might have dropped this off the show.
I've been like by real important notes but conversation and videos go onto your portal if you're going this Google I.
Gotta go check that out way right.
Because there was just right but yeah the Other thing I like to think.
About is we we had a day where it was like the goo is still hard to take all day I swear to God. And to add that and those in together and also this has become very.
Powerful for an act notes and actual like business bidding use all these things.
And the meeting platform be focused on.
The conversation again we're missing one at.
The same time one thing one thing for me me personally that night one.
Client but I bet this is a.
Step I have one client that makes me nervous if we switch because they.
They hate towards AI being able to.
Do it for you and I mean with a capital H Google Meet and Casey I don't know why they just always have issues when they try to get on one but I've seen remember when Casey was gone one of the.
I have a client like that too.
It'S like updates was that your videos will auto record and your video. Yeah well videos Google Meet videos and.
Trans nobody in the Microsoft ecosystem it's like they have their own logins for stuff and if you send them a Google Meet then they have groups will.
Automatically get uploaded to HubSpot so not only are you able to attach and associate the things and use your personal stuff and take some like quick maybe.
Yeah they always tell you about it when they do that so real important.
Notes but the whole conversation and videos go into your portal if you're going this Google of course but yeah but.
We love them all the same way.
Right because there was just of course.
Number six today we we had a.
Day where it was like the Google day. I swear to God. And so that and those in together.
And app cards for sales workspace deals.
And this has become very powerful for.
An actual and target account sidebars.
What is it actual like business video meeting platform again we're missing one Configure.
App cards directly in sales workspace views one thing one four sales workspace deal sidebar app cards built for deal record sidebars now work seamlessly in the sales workspace deals sidebar and for target accounts company sidebar app cards built for company record middle columns thing for me me personally are now available in.
That I know I have one client I have one client that makes me nervous in.
The sales workspace Target accounts view works.
With apps you've built if we switch.
Because they built or install they hate.
And I mean with a capital H.
From the marketplace Google Meet Wow.
This might I don't know why matters because you can access the same integration data and actions you rely on try.
To get on one but I've seen.
I have a client like that too.
It's like yeah well I'm from Record.
Pages now available wherever you work in the sales workspace. No more jumping between screens to get.
The information you anybody in the Microsoft ecosystem need. It's like they have their own logins for stuff.
Boy oh boy.
If you send them a Google Meet then they have to use their personal.
Stuff and very this is very good.
Something that we don't yeah they always tell you about it quite always use on this show but a little we'll give it a little bit of that.
Yeah and this one's live already just jumping past beta. Yeah if you want to learn more about record when they do that of course but yeah good customization HubSpot George had a great episode this week of but we love them all the same club heroes where Chad at some point like couldn't resist starting to talk about the the sales workspace and the situation over there and now we see this.
Of course.
Number six today this update man Getting good getting good. Number seven Property export file now includes app cards for sales workspace deal and target account sidebars Last updated time and source what is it Property export files now include two new columns Last updated time which is the timestamp of most what is it? Configure app cards directly in sales workspace views for sales workspace recent change and deal sidebar app cards built for deal Record sidebars now work seamlessly Update source method used to update the property such as manual edit, API or import in the sales workspace deals.
This matters because when exporting your sidebar.
And for target accounts companies properties from auditing sidebar app cards built for company.
For auditing or data management tasks you'll be able to gain more contact middle columns about when and how property are now available.
These were last updated in the sales.
Workspace Target man there is a drastic difference in those fill counts view rates on this screenshot. One of those is not like the other. I'm just works with apps you've been saying.
Yeah it's been a minute built or installed from the marketplace since this one was updated. Wow. Time to review that property Admins.
Just saying this matters because you can access the same integration data and actions you rely on.
Last one today Target Accounts Home revamp Integrated account research and on from record.
Pages now available wherever you work in the sales workspace. No more jumping between screens to get the information you need.
Count sourcing what is it? The new Target accounts Home helps Boy oh boy. This sales and marketing teams implement and.
If it's very this is very good.
Something that we don't quite always use on this show but effective account based.
Strategy without the complexity and resource intensity that typically comes with it. Teams can now prioritize high value accounts research them.
If it's a little we'll give it.
A little bit gently and coordinate engagement all from one central yeah and this one place it's live already just jumping.
Past why does it matter Key problem.
Solved beta yeah if you want to learn more about Record1 find promising customization HubSpot George had a great episode this.
Week of accounts faster identify high fit accounts quickly without hub heroes manual evaluation.
Or expensive or Chad at some point like couldn't resist starting to talk about.
The third party tools to the sales.
Workspace and the situation over there and.
Now we see this search in minutes not hours get comprehensive account insights auto update automatically so your team can focus.
On man.
Getting good automatically so your team can focus on personalization and outreach and 3 keep your team aligned personalization and outreach and 3 keep your Team aligned Ensure sales sales and marketing coordinate getting good efforts on the Same target.
Account number 7 property export file now includes last updated time and source what is it nice and tie this in.
With the ensure sales and marketing coordinate efforts on the same target account property.
Export file update that we just gave files now include two new columns last updated time which is the timestamp of most about app cards and just to put that in perspective recent change and update source method used to update the properties such as manual edit API I think this is the one or import.
This matters because when exporting your properties from auditing where for auditing or data.
Management tasks in this space like this is how customizable you'll be able to.
Gain more context about when and how properties were last updated.
Man there is a drastic difference in those fill rates on this screenshot. One of those is not like the other I'm just drastic difference in those fill rates on this screenshot One of those is not like the other I'm.
Just saying yeah it's been a minute since this one was updated. Time to review that that property I'm saying yeah it's been a minute since this one was updated. Time to review that that property Admins just saying last one today target accounts home revamp integrated account research and account sourcing what is it the new target accounts home help since just saying last one today target accounts home reveals and marketing teams implement in a fam integrate effective Account based strategy without the complexity and resource intensity that typically comes with it teams can now prioritize high value accounts, research them efficiently and coordinate engagement all from one central place.
Why does it matter? Key problem solved 1 find promising accounts faster identify high fit accounts quickly without manual evaluation or expensive third party tools 2 research in minutes not hours get comprehensive account insights automatically so your team can focus on personalization and outreach did account research and and three Keep your team aligned Ensure sales and marketing coordinate.
Sourcing what is it the new target accounts home helps efforts on the same.
Target accounts nice.
And tie this in with the update that we just gave about app cards sales and marketing teams implement and just to put that in perspective I think this is the one effective account based strategy where without the complexity and resource intensity in this space like this is how customizable HubSpot is becoming this target account space which if you have a key accounts program account based anything you need to be using this space in HubSpot and now any of the custom cards that you've created for your middle column on a company record you can put in this sidebar of that typically comes with it this space where theory you have all your key account managed teams can now prioritize high value working on it here counts research them if all those constantly and coordinate engagement were things that would take us out of these workspaces because we could only get them on the records meant all from one central place no longer so take a look if you.
Haven'T yet why does it matter Key problem solved Very cool one find promising.
Things happening here and that sales pro sales enterprise and marketing pro and marketing.
Enterprise accounts faster identify high fit accounts quickly without price so yeah manual evaluation.
Or expensive interesting that you don't have to have it's not like sales workspace.
Third party tools to like marketing marketing.
Hub gets access to the target accounts too did not know that very research.
In minutes not hours get comprehensive account.
Insights audible well one would hope that you're marketing to those accounts so that sales can talk to them once you've had a value first human centric content driven strategy and they actually trust your.
Sales team one would hope automatically so your team can focus on personalization and outreach and 3 keep your team aligned ensure sales and marketing coordinate efforts on the same target account.
Creates a lot of alignment on teams very quickly when they get to work out of the same spaces using the same.
Nice information. If you're out there wondering what did George just say Google all those words.
And tie this in with the update that we just gave. Oh. So what else, George? Anything besides Google come to mind? As far as what Casey might have missed.
Oh, wow. You're. You're asking me to travel back in.
Time through 100, through 111 or whatever about app cards.
119 updates.
We've got a Claude connector.
Yeah, Connector was cool. A lot of Google Meet and Google updates. I'm trying to think like there were some really good ones, too.
This one, she might care about draft health scores. And just to put that in perspective, I think this is the one.
Yeah. Scoring person. Without a doubt.
So you can have. I think it was where five drafts for pro and 20 drafts for enterprise.
Yeah.
In this space.
