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It's Rob, it's George, it's Casey and Kyle. Come with a problem and leave with a smile. Every Friday at 3. Come and join us as we help you with HubSpot. Open up your link in. Just make sure you call in and leave a voicemail about HubSpot. Make your Friday divine with the HubSpot helpline.

What's up, LinkedIn world. Happy Halloween. I'm Robbie Bobby. I'm joined by my three partners in crime. One of them on the top left with the beard, that's not a costume, that's his actual face and facial hair.

Chris.

Carolyn. We've got the greyhound of the helpline. The lovely, the amazing, the brilliant Casey Hawkins down there in my bottom left. And the man, the myth, the legend, George. What does the B stand for? You're gonna have to subscribe to my newsletter to find out. Thomas. Happy Halloween.

Hit that subscribe button, ladies and gentlemen.

That's right.

Happy Halloween. Happy Friday. How you. You know, somehow we gotta introduce like Rob every now and then because he does a great job at introducing us. But like bro, you are, you are. You're all in it today. Like you're.

I want to go fast.

People see, just stand you, you are a grown ass man wearing a full onesie uniform. I love me some Wonder Bread. I love me some Robbie Bobby. Rob Jones, Mayor of Inbound. Like, can we just get a round of applause for like the man, the myth, the legend. All right, all right. My job here is done, so you got goodbye.

I can't stand up too quickly again because I was drinking Mountain Dew all day to be in costume and I may not make it and it's really hard to get out of this onesie. So I'm just going to sit here and stare directly at the screen for the rest of this show that we have. We've got some stuff to talk about today, but I wanted to start off with any, you know, Halloween gimmicks. Halloween stuff. There was some scary potentially news I think earlier today. I saw. I'm not sure if it's official yet. I don't know if y' all if your algo has brought to you the HubSpot news that was. Feel like I'm burying the lead here intentionally. Somebody X Funnel.

What?

No, I mean, so this.

What?

Go ahead.

Yeah, HubSpot announced, Dharmesh announced and they had a press release earlier today, probably an hour ago that they're acquiring X Funnel. Oh, for aeo.

Oh, really?

Yeah. I don't just look good in a costume. I did some research for the show so we can discuss that.

That's why you're the host. Yeah.

X Funnel expanding AEO capabilities. Yeah. Look at company news. They've got a nice little generated blog thing so you don't have to read it. You can listen to it. And I definitely know that you just wrecked my weekend. Well, to know more about this, I.

Don'T know if wrecked was a car pun, but I appreciate it. Didn't intend to wreck you. Yes.

Yeah.

I am driving the car. Let's get some rapid reaction. If you haven't even read it, I think given us a couple seconds to pause and read, but just at the general thought of HubSpot making another acquisition because historically, whenever I did a comparison, maybe a year ago, and I know that Salesforce has been in the CRM space longer and they're an older company, but Salesforce had something like 64 acquisitions over its history and HubSpot had. Well, now more, but 12, I want to say. So the whole craft did not cobble. Does this interfere with that? Is this necessary? I like the play. I don't know anything about X Funnel. Well, this is a shock.

Can we start there? Can we start there? Because there might be a bunch of people like me who are like, what is. What is X Funnel? And so like, if you go to their website, it says turn answer engines into your best sales channel. Measure, analyze, take action. Experiment to improve your visibility across answer engines and basically use daily and love by leading marketing teams. Another dashboard? Nope. But it talks about dedicated analysis, support, experimentation, platform content briefs that ship affiliate activation kit, tailored playbooks and and research question. Understand what users are asking. Research search volume. Ask keywords and topics. Understand questions that AI search engines see for every product, region, industry and segment key capabilities. Identify top questions by intent level. Understand which topics are most important. Segment data by region, Persona and product. More visibility. Oh, that looks. I might need a minute. Okay, I'm gonna scroll on understanding how you appear and why. Man.

Chris is just shocked into silence. Which I don't blame you for. Chris, any thoughts? I know you read very fast, so I wanted to. As George dives in deeper, want to get your initial reaction to this.

I think the statement making it your best sales channel is an interesting reach. Overall, I think a lot of attention is being paid to AEO and I understand why. And if this helps companies focus on it in the right ways, I'm all for it. But to suggest. Can Replace some of your best humans that are usually the best sales channel.

I don't think that's. I don't think that's where it's going. Here's where my brain, Chris, what I'm looking at and what I'm reading. And by the way, I might have to try to put an article together on this. What I'm envisioning is like back in the day you had like a keywords tool in HubSpot when you could actually see the data before it got hidden. And you'd have dashboards and understandings around that. This, this very much looks like. And, and we know, we know that like people just focus on sales because sales is what sells, because sales has budgets. But we can use this outside of sales. What I'm looking at, it truly is or looks like it will be a peek into a window that right now we don't have of like what is happening in the LLMs that we can then reverse engineer the idea of what's happening there to the content we can create the conversations we could be having, like showing up in a way that makes sense, just like we've historically tried to show up in a way SEO that makes sense that that's what I'm getting from this. But I, I have the HubSpot article up and I also have, if you go to Xfunnel AI, their latest blog is Xfunnel joins HubSpot to build the future of marketing. So I have both of those articles up that I know I'm gonna read and kind of dive into. But I'm super interested in what this means for future dashboards, what this means for future analytics, what this means for future content strategies. So way outside of just sales. For me personally.

Casey, I'll go to you now that I can make sure that you talk. Sorry for interrupting you. I just wanted to get you in here.

My favorite thing about any HubSpot acquisition is that months ago, Chris said, no more.

I remember that. I do remember that. And I was like, no, bro.

Chris said what? It was like three acquisitions ago now. Chris said, I don't think they're gonna do it anymore.

Well, hindsight's 20 40, as they say. Yeah, I not only.

I think this is an important note from John, our buddy John Svenson, in regards to your lead in Rob. Yeah, acquisitions does not equal cobbled. And I think HubSpot for the most part, and I can't think of any bad examples, usually they do a fantastic job of crafting that stuff that they buy right into the platform.

I mean, look at what's happening with CPQ right now. Based off of one of the last acquisitions. Look what happened to chat. Right. And when there was zero Chat and HubSpot and then they acquired the chat company. It's. I can't remember it's been so long ago. Um, but like it, it ended up giving you a set of tools that you didn't otherwise have and became the foundation for tools that they keep building upon.

Yeah, definitely. Some, some interesting stuff to come out. I, I would since since you know, the host role is the layperson role in, in some context. So people, people might not be aware of this as the three brilliant co hosts of the show were surprised by the news. I really think this was announced like an hour ago. I just so happened to see. To see it because I was working on some other stuff. But even. Can we take even a further step back and, and try to explain to somebody, you know, a friend that I have. I'll say that the difference in SEO and aeo, how is there a fear that, that you would be able to similarly pay for rankings or have AI slop in a voluminous copious amount start to position you as, as an answer? Because it's what it's talking about answering optimization. Although there isn't merit or expertise or social proof in that. Like somebody explained to me the key differences in SEO and aeo.

I think AEO is still new.

And.

A lot of companies don't know how to do it yet or are not kind of are still going towards the SEO route. What I want to say is that like SEO was not great for a while. There were a lot of like backdoor channels to increase your SEO rankings. But over time the SEO algorithms prioritize good content because that's what keeps people coming back to the SEO algorithms. So what? I wouldn't be surprised if we see bad actors increase in rankings in AEO over the next year. But then the. Because the thing about AI is it corrects itself more quickly than the SEO algorithms. We probably are going to see that turn around even more quickly potentially.

When you say backdoor options are like pay to play.

Well, even like I'm even thinking like SEO, you used to be able to write your keywords in like invisible Inc. Basically on your page and then you'd rank higher in Google organically. Okay, that's not what's gonna probably happen with aeo, but I, you know, there's gonna be things like that that people figure out, take advantage of. But then the algorithm even Quicker than, like, the Google algorithm is going to be able to correct that.

I think I would. An algorithm?

Yes. Thank you.

Hang on. I wouldn't even call it an algorithm because it's a brain.

It's intelligence brain.

It's, it's intelligent. Its name is literally artificial. That jury, for me is still out. Intelligence.

Anyway, so the brain is smarter than the algorithm.

Without a doubt. The, the brain maneuver and, and, and change over time, in, in seconds, micro milliseconds. And so, so, like, I, by the way, I'm not disagreeing with you, Stacey Stacy. Wow, Casey. On this is how, this is how frustrated I am.

I got some really bad algorithm.

But I'm gonna, I'm gonna pause for a second, though, because I want Chris to go, because then I'm gonna jump in because I got a whole thing. I don't disagree with you on a couple things that you said, though, like there's always going to be bad actors. There have been bad actors for SEO, there's going to be bad actors for ao. However, I don't think bad actors get any type of leverage with aeo. I'll kind of talk about that in a minute, but, Chris, I'm going to shut up. I want you to go based on Rob's original question. And then after you go, I'm going to go and give my opinion on AEO versus SEO.

Okay. I think it's so early to try and suggest tactics that aren't super common sense. So all I'll say is it's a new channel. SEO was a channel. Now aeo, aio, GEO is another channel that everybody's trying to figure out right now. I don't think anybody has the exact answers. It's not hard for me to deduce that AI in general is there to try and serve the human and in their request, a valuable answer. And it does it better than anything has before us. So it's going to lean towards things that humans value. And when you think about word of mouth, community, video content, the story is the same. AI is just going to be way better at finding it. And there won't be any ways to hack your way into an algorithm, because there is no algorithm. I think that's the main difference is that algorithms, at the end of the day, were built by humans. And no matter how fast Google moved, no matter how hidden it was, you could figure out the algorithm and then try to game the system in your favor. I've been talking to Claude recently about the word algorithm. And is it the right word to describe what's happening, especially as the LinkedIn feed changes and they talk about their new AI brain that is supporting the feed, which is not an algorithm. To think about it like it's an algorithm is not. It's incorrect. It's intelligence working in real time at a scale incomprehensible to humans to actually take the full story into account and then serve up valuable, relevant, timely content for the individual that is using that channel at that moment. George, good luck trying to game it.

Well, I mean, as George prepares his. His passion response. Well, I mean, I asked that because I have seen stuff like that already and I'm not sure if you guys have or not, but I've seen like the Playbook to guarantee you increase your rankings and search results. And that, that, that seems counterintuitive. Where did you see that?

You saw that online, where they can game it? No, LLM gave you that piece of that you just talked about.

I am but a messenger. But you're correct, I didn't. That was not a response from the GPT or from anywhere else. That was a. It's an ad. That was a. You know, get this Playbook or contact us and we'll. We guarantee improved, you know, LLM search results. If you want to rank here, I just want to confirm that that is not the case and that's not how the brain actually operates. Because even, even to somebody like me, that seemed pretty counterintuitive because then you would be able to just again, manipulate the rankings and get certain. I think it's important, like the answer engine. To me, an ad or a or is not is almost never the answer that I would be looking for. Right. It would be more of a. Based on every bit of data imaginable that we have, here's what I think is the answer. Then you can go and do with that information whatever, you know, whatever you want, but not if you hurry. This is discounted now and therefore it's the best option for whatever it is you're looking for. All right, George, I'll shut up.

Those, those Playbooks are SEO gurus trying to turn into AEO gurus and it's not going to work. They will get paid in the short term because everybody really wants there to be an answer like SEO was. It's just not going to work out for you if you throw money at it like, like that.

Yeah. So. Well, here's the thing. What I haven't seen yet, and maybe it's just because it's in a platform I don't use and where we will be able to eventually air quotes potentially game the system because it becomes about money instead of value. Is when ChatGPT, perplexity, Claude and others start to show ads in search results, then all of a sudden the game changes a little bit from what I'm about to say and what we're about to talk about or what we're talking about right now. Now, Rob, you said what is the difference between SEO and aeo, ladies and gentlemen, first of all, we can't even come together on what we're going to call it. Some people call it geo, some people call it aeo. Basically what we're Generative Engine optimization or Answer Engine optimization. But both of those lead back to LLM. So AEO is not the channel. GEO is not the channel. The channel is the LLM. That's the channel. We have to realize we are talking to large language models. That's the channel that's coming in. And we're gonna see things like Perplexity, Claude, chatgpt in our like HubSpot analytics, because that's literally what's starting to happen now. With that said, ladies and gentlemen, I've been doing AEO since 2013. Answer engine optimization, aka they ask, you answer, aka the big five, aka these are the questions that people are asking on the Internet. Cost, best practices versus reviews. I've been creating that type of content and preaching with Marcus Sheridan for organizations to create that kind of content for over a decade. This ain't new. It's a different channel. It's the same problem. Humans are human. Hang on, hang on. Humans are human. Humans have questions. They're just showing up in a different place. So you're all freaked out because you had the wrong SEO strategy begin with. Now you're confused because you don't even know what G, A, Z, B, E, O, whatever that you're trying to optimize for. Go create valuable content that's human centric, that answers the dang question. Forget that you had any secret sauce historically and be a good human adding value to the world. Guess what? It'll show up in the LLM. They'll see a citation, they'll click on the link, they'll go to your website, they'll go to wherever they found it. They might go to your sub stack, they might go to your LinkedIn, they might go to your Reddit, whatever, whatever the LLM is pulling in. And that's when the journey of a conversation or getting to know you because hopefully you're building a fricking personal brand. Because if You've got all the best content in the world, but you ain't got a brand that actually is a magnet to bring people in. You're hurting. You're hurting in the next year to five years. Okay, I'm done.

I just want to quickly point out that you spelled gazebo during that rant, which I thought was beautiful. Maybe that's what they should call it.

Yeah, yeah, he's got one on the veranda.

Yeah, I'm gonna sit on my davenport and, you know, whatever.

We do have a couple of calls today, by the way.

Yeah, we can. We can take those. This was. This was more of a. A breaking news that I wanted some responses from so we can queue up the calls. I. I still think that, number one, George, that explanation and response that I've been doing, I've been. They ask, you answer. I've been creating content like this for over a decade as. As a mic drop response. If my mic wasn't affixed to this mechanical arm, I would have picked it up and dropped it for you. But. Yeah, can we hear a name? Amen. Yeah.

Seriously?

Yes.

You need to have that on the soundboard like a hallelujah or something. Geesh.

Yeah. And we can go. Let's go to the voicemails. I have some other thoughts that they're not digesting through my head to be able to turn them into words and questions that you can answer for me. So we might come back to this at the end, but the purpose of this show is to, as George so eloquently put it, answer when people ask or more specifically, when they call. And it looks like we might have a voicemail or Two queued up. Mr. Carolyn.

No. No.

Oopsie.

Hi there. This is Matthew having a question for the mean green HubSpot machine. People around leads. Our team often struggles with leads, and sometimes it's hard for our team to understand the difference between leads, status leads, the object leads as a lifecycle stage. I would love to know what your thoughts are on leads as a whole. And if you're really excited about the recent product update that lets you rename it. Cool. If you have any more questions, feel free to call me back.

Okay, bye. Did he just suggest that we call him back? The questions.

I mean, I love that that means he's willing to have a conversation. Matthew, right?

I think you said Smith, you.

But you will do. Matthew. Who wants to go first?

Casey, this seems like it's right in your wheelhouse and I know you wanted to talk about this.

I also, specifically, anytime I can help Matthew, who I took down in the admin arena, and prove that I am better than he is.

Yes, I was there for that. And yes, you did come away with the victory. So if that's the ma. It sounded like a familiar voice on the other end of that phone.

Matthew, He. He Batman called me and I said, I, you know, I am better. So it makes sense.

Oh, my God, the humility in the room right now. You can cut it with a knife.

Some happy, helpful, humble humans here.

Yeah.

Sheesh.

I think this is a common issue. We talked about the renaming of the object, the lead object. This morning, George mentioned he is eager to rename the lead object in his portal to conversations. I think there. I think there is a real commute terminology issue inside the HubSpot ecosystem around the term lead. It is used in a bunch of places. You have the lifecycle stage lead, which almost never is equal to a lead object being created. And then you have the lead statuses, which can be on the contact record. Because of all of that, I think it makes a lot of sense to probably rename your lead object when that gets released into your portal. Also, there are some fields you can rename. You can't always rename the HubSpot default fields, I fear. So that might. That's probably not. Yeah, like in a perfect world, you'd be able to rename some of those fields from a label perspective and kind of re. Establish. I do think, to George's point this.

Morning.

I think the term lead is a bad. Is a bad term. It dehumanizes the individuals on the other side of that.

Chris.

One at a time.

And so I think. I think that's your best next opportunity is to rename the lead object.

So can I go?

Yes. To what? All right, let's talk about it.

Oh, no, no, Not. Not that I don't want to go there. So, ladies and gentlemen, let's go ahead and put our backpacks on. Hopefully got a snack and let's take a little history lesson. First of all, the question was about lead status versus the lead object. Now everybody needs to realize you might be new to the ecosystem and not realize that lead status is a leftover property. That's right. They left it in the system when they built a new piece. Meaning before lead objects, before we had a prospecting tool, before there was a sales workspace, we were out there trying to figure out how to hack the crap out of lead status to actually be the sales process that people followed before deals. First call, second call, presentation sent Things like that. And so now we're left where there's this confusion because that should be lead status in the lead objects, but lead status in the contact object. And I get this question all the time. So one of two things. Ignore the property. Well, that depends. Does your people spend more time on a contact record or in a leads object record? I don't know. I can't answer that for you. However, you do have the ability to actually map your lead object status to a set of things that it needs to be to be customized for your actual operational organization. And then what could you do? You could actually edit, not rename, but edit the lead status in Contact to match the lead status in lead object. And then you could then put it together, a fancy workflow that when somebody changes it in one of the places, it actually updates in the other place. And so now you have a mirrored version of the thing that's happening in whatever dang object they actually want to do the thing in. But bottom line is it's, it's a leftover. It's a leftover. They, it should have been deleted when leads became a thing. But now I wouldn't say deleted because we're giving the option, or HubSpot's giving us the option to actually not only rename leads, but the thing we're talking less about is to turn it off. If you turn it off and you still have salespeople in your sales HubSpot system, that might be like a fallback to be able to use that for whatever system you're trying to build. So again, HubSpot is getting to the point where it just depends what your team is doing in what object they're doing it and what process is being built in a customized way to do that thing.

Well said, Chris. You look slightly evil over there. I don't know if that's just lighting or if you're. I don't know what happened this morning, so I apologize for that. But I feel like you have a retort that will be in George B. Thomasian levels of energy confidence and let's hear it.

Matthew also mentioned the confusion with life cycle stages as well, like the word the label lead of life cycle stages. So there was confusion here even before the lead object came out. And I think even in a lot of George's answer, he alluded to where does your team spend their time. And I just don't agree that that is how you should make decisions of which objects to use or not use in the, in the data model. And there's not nearly enough consideration of the humans on the other side that you're trying to do business with. And. And what kind of data objects are needed to capture the kind of information that you care about that move somebody along in the journey. Right? So let's say for an example, because I always appreciated HubSpot prior to this object existing, because it never made sense to me that Salesforce had a lead object and a contact object and they're representing the same human a lot of the time. And I was like, all right, HubSpot makes sense to me because it's always just one contact record. It's that human. Like, we don't need different versions of that human to keep track of their opportunities related to that human. I understand why they introduced the lead object specifically to compete with Salesforce, in my opinion. And now that we can rename it, though, there are things that people talk about and that have been creating, like, custom objects for. To track things like signals, as an example, right. So imagine if we just renamed it to signals. And it's because this is the kind of data and understanding that we need about this person, who's still a contact record, by the way, that they're doing something that suggests there's an opportunity to build the relationship from a revenue perspective or other perspectives. Right? Other opportunities. And if we were to name it something like signals, now all of a sudden, we don't try to associate a bunch of things to the signals object because all those things are already associated with the contact and the human being that we're trying to carry a relationship. But I brought this up because real time, like 4 hours ago on Reddit, am I doing something wrong with the leads? I want to be able to associate a call with a lead. Right? And I totally get why. But when you get down to the process understanding, and if you have this object related to this contact and everything is showing up on the contact record, that can lessen the need to need to associate everything together and all in any and all cases, right? So that we're working from a contact object when we're trying to manage that relationship. Right. I'm not going to get into reporting and all that other stuff that comes up with associations. I guarantee you'll be able to get there. But we ask for all these things because we're trying to, like Casey said, dehumanize the process. So it's like that's why we separate contact and lead. When. If you just stop doing it that way, it starts to get a lot simpler. And how you look at the system.

Can I jump in for a second? Because you're having a conversation with a human, therefore the call should be associated to the human, the contact. Here's something that I taught because I've got this question a lot of times too. And it was like an aha. Moment for multiple humans is like. And the reason I want to change it to conversations is because you can have three leads associated to the same contact. Meaning last year they wanted this and they got through the conversational process of wanting, let's say, a new website. Six months later they come in and they're a new lead. Because now they have an upsell, a cross sell, whatever sell you want to call it. And because now they want to actually have you do some CRM implementation work. So now lead number two is associated to that contact. And like two days ago they contacted us and said, hey, they want us to edit their video podcast for them. They're a lead in the system three times. All those conversations and others three conversations led to opportunities, revenue generating, AKA what most people call deals. But they were those three conversations with that one human. And all the calls that we had in Zoom are associated to that contact. So when I actually go to use my breeze assistant to summarize the information they need to know about that human before I get on the fourth conversational call about the next thing they want to buy from us, it's all making sense. Like that's the other piece. It's like, oh, they can they. So if they were a bad fit or bad timing, sweet. You're putting them in a nurture workflow because you're trying to get them back into another conversation. AKA lead associated time of Anyway, I'll shut up.

My brain wants to explode.

And it's because of the word lead. Just to be clear, just so we're clear.

Yeah, it is because of the word lead. Yes, I like, I like both the conversations like terminology because of that and I like signals. Does this presuppose that. That every. I guess with what we're talking about, the lead that that there is an opportunity at some point, whether it's realized now or in the future to spend money or transact or purchase or invest. Like where my head goes is almost a combination of the two. Which conversations to me is a little odd because they can be asynchronous signals is really good, but it's almost more like a relationship object. Like there maybe George and Chris and Casey are good examples of this. Right? You might have my information and your CRM and realize he Ain't got no money. He ain't. There is no way that I am going to be able to purchase from you. And we're in a very similar space. But it doesn't detract or take away from the fact that I still support and that somewhere in the future there could be an opportunity for mutualism. Right. So taking the revenue part out, is relationship or affinity or something like that a good substitute? Does it make sense there? Because it is both a combination in my mind of signals, conversations, you know, whatever.

But it, I mean, it depends on how you're using leads ultimately. I mean, are you using leads, is your sales team using leads for people before a deal is generated to figure out who the group of people and track like that piece, or am I tracking, you know, potential partnerships and things like that through the lead object? But it just depends on. It depends on how what your organization is structured like. But that's why kind of, that's why renaming it. I don't even want to say the. Still kind of a rename hater. But like the option to rename based on your organization is beneficial because you don't, you don't have to call it conversations. You can call it whatever you want that makes sense for your business. Conversations might make sense for George's business model. Is he over there? Am I mirrored?

I'm somewhere. I'm here, I'm still here.

He's here to me. But sometimes it mirrors you. So I don't know if I'm pointing to the.

But yeah.

So it just, it, it depends. And that's why the ability to rename is potentially really powerful.

Yeah.

Why? I know why Casey said scary. Because as somebody who helps people with HubSpot, we're now going into portals that don't look anything alike. So. Not that I care about that because it is about you, the user. I want you to make it great for your internal teams so that they can make it amazing for the humans that they're serving. But it does make a next level situation for us that are going into 3, 5, 7, 14 portals a day and have to go, oh, yeah, that's right. In this portal, it's humans. In this portal it's contacts. And in this portal it's robots. Okay. Yeah.

If you want to see me lose my mind on this topic, please join us this upcoming Monday or lead scoring Monday. Every Monday as we talk about how to do scoring better inside of HubSpot. Ultimately, my point is maybe if we just did a better freaking job of educating people on what these objects are supposed to be doing. We wouldn't have to be like, whatever your business wants to call it. On the other side of every sales process and marketing process are human beings. They all want the same things and they are giving us signals the entire way, like leads. And the other things that we do suggest that we have control over a process that we do not have control over. And if we flip it to what the customer wants and what they might be interested in throughout their journey, I think we can get to a place where we don't have to just say, look, guys, you just need to customize it out. Because that's not working out, folks. 50% adoption rates is largely because we can't agree on the way that we name things across portals and tools, which makes it very hard to educate on those things.

Right?

It also, like, so for me, it's an. For me, everybody renaming all their objects is, like, annoying because, yes, I have to go into 14 different portals a day and I have to figure out which one they're being called. I mean, every time I do a demo in the demo portal we use for this show, I search for contacts and it's humans. And like, literally every time. But I also think there's something to be said along those same lines for, like, anyone changing jobs who's like, yeah, I know HubSpot. And I'm not even talking about, like, if you're changing jobs as a HubSpot admin, I'm like, if you're a sales rep and you're like, yeah, I know HubSpot. And then you get dropped into a different HubSpot and they call leads whatever, and you're like, where are my. Where are they? I, I thought I knew this platform, but I don't. I mean, there's. That is a smaller learning curve than what we're doing. But I agree with you, Chris, and that because companies are using it, using the platform in very different ways. Some companies aren't even using leads. They're still using deals instead of leads. There's just an adoption gap. And that not only impacts people like us who work in multiple portals, but also anyone using HubSpot.

Terminology blocking adoption for decades. Quick little end to this. My son eats about three different foods, one of them being cheese dip. And we made the mistake of telling him that it's queso that to him is a completely different item, the exact same thing. And so the terminology led to a lack of quote unquote, adoption, AKA him eating his food as soon as we told them they were the same thing. It helped a lot. So terminology important. And yes Chris, for the record, I would like to see you lose your absolute mind and Halloween is a great time to do that. But I'm already in costume. I think that can wait for like a Halloween spooky scary reprise for Monday morning where you go napalm nuclear. On this topic, do we have anything else in the voicemail bag from Matthew or.

Hey all, this is John Spence and I am working on getting used to the new projects object and having some trouble getting my existing tasks associated over. Wondering if you all have any creative alternative ideas. I currently have my tasks organized by associating them to contact records for my clients and then organized into queues. But since tasks can't be updated by import and the association actions aren't available in task workflows, having trouble finding a way getting my to get my historical task or my current tasks moved over from those queues over to the corresponding projects. So interested to hear if you guys have any other ideas for how to approach this.

And now.

A little bit of a reverb there. I think we're good now.

Yep. Yes, I actually ran into this earlier this week, covered it on a show with Tricia in that it's another spot where the associations this is new, it's a new object. They're doing some really cool stuff and making tasks visible specific to the project object. Because of that I think the APIs are not ready yet for a lot of this stuff. I tried to get Breeze Assistant as an example to help me move tasks over and associate them to the project object and project records and it could not. So I had to go the manual route. They did just open up the APIs related to projects, but that's where like projects and tasks together are two objects that are getting fleshed out like real time. So I'm not surprised if that if that if those dots have not been connected yet. So I'm sure it will be shortly. But right now at least user interface wise manual is the only way you can do that.

And and can I just say, be happy that you've got projects. I asked for it to be unlocked a while ago in my portal and I still have yet to see it actually get unlocked in my portal. So thanks for the reminder. I literally reached out to my PDM to say hey, maybe you can do something about this because I want to be able to be on this same journey in my own portal versus like client portals. I know that's not answering your question, but thank you for the Reminder to get this thing going in my mind as well.

Well, what did he mention is the. The desired end state what he wanted to happen? I missed that portion.

Well, he's got tasks already, right? Because we've been able to create tasks but now he wants to move those tasks into project tasks instead of marketing tasks or sales tasks. Because there can literally be that the project. And like Chris said, it's. It's kind of a manual one to one at this point because there's no defined like migrate my tasks to this thing.

But it's would be dope. This is a. So how. Why don't you have access to this feature yet but in other portals you do. Is it a beta?

Yeah, yeah, yeah. And trust me, I do this other show customer platform where we show up five days a week and I turn on betas immediately, especially when they excite the crap out of me. I mean I don't think Chris had even finished saying the title and I was like twin beta and wow. No, I. They're like. They're giving George B. Thomas the Heisman on this for some reason.

Let me see what I can do for you, George.

Hook me up, brother.

Hook me up.

That was the source of my confusion. I mean if anybody is in the know and opting into every beta available possible and should be on a short list of people to try it, I'm on the call with three of them right now, so it seems. I don't want to say that like discriminatory. I don't know what is going on there. But yeah, reach out to your pdm, see if they can open it up for you.

Because I'm. I'm honestly like. And I know I'm different than maybe the average bear, but I'm literally trying to get to where can I. Because I've been in this mode and Casey and Chris know this. How many things can I get rid of on my tech stack? And can HubSpot be my ClickUp? Just saying. Can HubSpot be my Evoma? Can HubSpot be my insert piece of tech stack that I want to get rid of moving forward?

Like anyway, specifically if you were able to not number one have access to that projects and be able to move or he's wanting to migrate them or just be able to associate tasks to certain projects? Because that, I mean I feel like you would be able to tasks.

He wants to move marketing or sales tasks to projects where you have project tasks that have to get completed in a project is what that sounded like to me from the Phone call that we're listening to.

Yeah, Let me share my screen so it'll help.

Yeah, apologies. I'm. I'm very visual. There we go. Right.

So I was actually creating these tasks with Claude, and it decided to bring them in a certain way. I moved to use Breeze Assistant, and it said, okay, I could create them, but they have to be associated with an object to be created. But it could not access the project object, so I had to associate it to the contact record and then go through one by one. Not like that. And this sidebar pops up, which I was happy. This is where it's like, depending on what you're trying to accomplish. I was happy just to see I could pick any. All these different things to assign to associate the task to. It's just to get to here, which is a new task card that they put on the project's records. You can tell that there's multiple teams working together to try and make this reality happen. And the best association you have right now is when you start with a project and create tasks from that project, because then you get the beautiful Gantt chart view that is showing up. But prior to the API being available earlier this week, prior to that tasks card, this was the only way. This is one of the few ways you could actually create a task and see a Gantt chart related to a project was doing it from this specific spot in HubSpot. So it's going to be a minute before all of our, you know, historical objects and data will be easily moved over. But people like John are getting excited at the possibilities. And, you know, we always want to do all the things as soon as we decide that we want to accomplish it in HubSpot.

Yeah, sorry, George, that they're keeping you out in the cold on this one.

Right. This makes me sad.

How dare they, Right? I mean, I'm getting angry on your behalf.

There you go. I appreciate it. I appreciate it.

George, I know you said you have a hard stop. We got four minutes left. Do we have another voicemail we can quickly run through and provide value to a human, or is the mailbag empty? What do we want to do to finish up on this Halloween edition?

We do not have any other voicemails. So anybody dressing up tonight besides Robbie? Bobby?

I. We actually have another.

Oh, already dressed up.

My goodness. We didn't even realize.

I should have changed it to Corgi of the Helpline. If I had. If I had thought of it before.

I. I too, have my costume on. I'm going as one HubSpot. Helper George B. Thomas. That's what I'm going as today.

Beautiful. Yeah, I posted last Halloween's costume. Megan and I dressed up as Team Sprocket and we redid the intro to the Team Rocket stuff in costume and a wig. But this year I am going as Cronk from Emperor's New Groove and Cusco's Poison. Poison Specifically for Cusco. Yeah, yeah, that's. That is what we're going as tonight. And the kids are going to be K Pop Demon Hunters.

So I was gonna ask if you had any K Pop Demon Hunters. I have. Yeah, I have roomie.

So yeah, yeah, we. I know it's gonna be Ginu. I think so.

I. I referred to him as Gianu today and was looking.

Oh no, that is a mistake.

What are you possibly. What?

Don't get yourself fancy.

What are we talking about here?

Giano Antetokounmpo plays for the Milwaukee Bucks and you know, moonlights as a somebody that does K pop music. I'll go ahead and tell George in an effort to get you out to be able to help some. Some humans and for us to get a one minute early release so we can go set out candy or whatnot for the people who will be trick or treating through our neighborhoods. Thanks for tuning in to the HubSpot helpline featuring three three incredibly smart people and a guy in a Wonder Bread outfit. We will see you next Friday at the same time. Stay awesome. Hello, you've reached the HubSpot Helpline.

Help behind Helpline helpline.

It's Rob, it's George, it's Casey and Kyle. Come with a problem and leave with a smile. Every Friday at 3. Come and join us as we help you with HubSpot. Open up your LinkedIn. Just make sure you call in and leave a voicemail about HubSpot. Make your Friday divine with the HubSpot Helpline.