HubSpot Customer Platform Updates 8/28/2025 #hubspot

George B. Thomas walks through HubSpot's latest features: knowledge base agents that auto-draft articles from tickets, expanded cloud object access with admin controls, event snapshots for better attribution, automated sales tax calculation, and an upgraded prospecting agent in public beta.
Chapters
It for you.
Good morning. It's time to wake up with your uno where we help you. We are here every take sleeping capabilities. If you join hello in the comments and let us know what you're building in HubSpot today. Happy Friday August 29th emails next week.
Yeah, I was thinking about this before.
It is. Yeah.
Totally normal and not weird.
All right, well we have to state today so we're gonna jump in. No based agent updates has been private data for a while. Let's see what's new here. What is it please Knowledge based agent no longer requires customer agent knowledge gaps to create article drafts. The agent will grab topics from tickets to create articles draft automatically you can simply review article content make it in public. Oh my work. Wow.
Like a picking system like hubs and.
Stuff previously Knowledge based agent use customer agent knowledge to find areas of improvement in your knowledge based search for answers and conversations. This require an end user to chat with a customer agent in order to help knowledge based agent find article suggestions. Our new and knowledge agent updates eliminate the need to wait for to chat with a customer agent to search for article content in conversations. We'll find gaps and answers by comparing data you're seeing articles and write knowledge articles for you. Crazy. This is crazy.
Tools and have knowledge set up and smash that service button. Folks, every company I've ever met in my life this would be an IM like low slip kind of win because all it's doing is taking constructed information that already exists and building content for you man. So good. Also wonderful HubSpot connected additional object access only and admin controls. What is it? Access to additional CRM object and associations in addition to how many deals is now it can access users line items, quotes, invoices, orders, products, subscriptions and stop.
It.
Timing discrepancy between contracted and invoic amounts. By the way, just so you know everything I'm reading mcnu can I do inside of a not just commerce teams and customers that frequently pay invoices, market team can explore the key attributes and engagement over most important segments, employ more effective campaigns, customers over invoices and recent billing tickets to prioritize human resolution support customer success teams map customer success journey from onboarding to renewal for our most successful customers and identify best practices. I cannot wait to do content about this. Additionally, the pub also includes admin controls allowing super admins and users with app and give users access.
This matter because it's independent. Commerce invoices and orders and market optimization insights.
If you're sitting here like thinking I need to get some of that the HubSpot Connect for Cloud will be available to all HubSpot customers across all tiers who have a paid anthropic subscription. Pro Max Team or Andrew browse there you have it.
You'll disconnect and take your hotspot account. And so this is a connector and not Hotspot MDB. We already have like 21 scopes available. This one had five now it has more. So excited to see that row because if you can click that button you have to worry about code and any other stuff.
And also declaring for me that this is read only. What's different between read only and admin Controls.
Are. Number three snapshots for event data. This is a sleepy giant. What is it? How about automatic captures and stores keep property values on events occur giving you historical context for better reporting and attribution.
This attitude great reports the whole story with historical company and lifestyle data captured automatically and the ability to enrich events with any property you choose you can trust your attribution models about touch points and update on what truly works More around stage context can help you answer questions like last year's look strongly tied to the same company back then did our aware leaks or opportunity leads that email who was contact owner when that custom happened now.
Event or did you know that it was custom event I need a cast.
It's really hard to explain value I think yeah and even like without showing people on the board on just like historical context they got fill this for that and now we have access.
So I mean I haven't asked I've been asked before about male performance from last year and it is really hard to be able to tell.
Yeah you've talked about performance automated sales tax collection with Conor what is it? Automated sales tax enables commercial customers to use accurate on demand sales tax calculation when selling with invoices payment links, quotes, subscriptions. Sales tax is automatically calculated based on your buyer location and then collected match out.
Why does it matter Keeping track of ever changing tax rules and tax rates incredibly burden of tax calculations so you can focus on selling Very nice.
This is one of those trying to get somebody upset and what they have to do to manage all users agents across states, across countries it's not and I haven't been able to experience myself but if it can truly automate a dynamic way yeah that you never have to so this is like a 15 point year problem that they're solving with this now just about getting the financing and I in here to experience that value. I know remove white space and format casing in text properties. This sounds way more tight in the middle class. What is it? You can now automatically remove extra white space by consistent gazing like uppercase, lowercase or pillowcase to your text.
Proper person might wonder why Z all clean, reliable and organized CRM data enables more accurate reporting, automation and personalization. Desire formatting ensures consistency with your unified data by automatically automatically as I say, applying consistent rules to text properties. For example, we can now make sure that names use type case custom tags properties are all uppercase or zip code have no web face.
Nice.
Very cool.
Oh it is prospecting.
Oh yeah.
Agent for advanced research and adaptive outreach still in public beta silver batteries what is your prospecting agent just got a whole lot smarter. Let's change engage strategic decisions about when to reach out, what to say and how to engage based on real buying signals and prospect behavior for existing user currently in full contacting the existing legacy flow New romance defaults to the powerful new additive flow with these updates Lots of text indicators here some highlights deep research any company outreach that adapts to real signals. I cannot overstate the power of that. This is the opposite of human based going by the way clear boundaries with custom control 200 plus languages 0 wow insane wow automation y what is matter.
Marketing assigns high at least rescue the engage automatically researches and begins outreaching long rest focus on replies and meetings.
Spicy indeed. I never thought honestly like I never thought I was going to get excited about. Oh I was silly.
I immediately immediately I was excited because I knew where we kick it to and is so getting there. So getting there.
Right folks, here's the thing like put it in place where it can make strategic decisions for you. That's going to require some things you haven't done like a little bit of control when you do that. Social analysis app offers a brand new set of red huge reports making it easier to understand your social media performance. Now quickly see the epic and four fundamental improve and improve and improve your total media roi.
Nice. I love that. Roy oh, why does it matter? Well, you need a clear and simple way to understand how your social media adverts important and demonstrate their value to your team and stakeholders. This upgraded analyzed app straightforward curate reports that highlight the most important that you quickly see what's working problem solved. Instead of sifting through complex app you get actual insights to easily actual insights. By the way, I'm just gonna throw this in people no longer by information to easily grasp your social media impact you return on investment make smart decisions about your strategy. This is fairly helpful understanding how social media treats and engages your audience. Definitely shout out all the buttons.
Huge. Excited the next one Predictive Engagement Signals these four signals in the same same titles. What is it now includes new high signal inputs from Activity and Buyer Engagement World. These ad signals allow the model to better reflect real deal momentum. Wow. Another buyer is engaging with outreach. This enhancement improves the accuracy and usefulness by factoring in meaningful behaviors indicate whether a deal is likely.
Can you hear me? I have said before I'll say it again. This is only this is only your loggings in. I already I've already turned up the s Run two portals immediately. One of them did not work. Nothing. Nothing.
Hopefully a little bit of a hook for sales managers to all they have to do is log the email.
Calendar integration. Of course you knew that anyway.
All right, Universal matter what is the theme editor which is a right video by the way, will now be available directly in Page Editor in addition to its existing place in team settings. This means you'll be able to make clean changes while editing existing content or build out bringing up new pages. You'll no longer need to switch between different tabs or experiences to style your content. All your settings can be changed from one place. Let's just say with our creator sponsor here now that university.
What is matter? Adding a universal theme editor reduces the amount of editors that you need to access in order to create content that meets your needs. Interesting.
Beautiful thing. Beautiful. Lastly, contact email logging rules Speaking of making it easier to help your team logically, contact email rules that admins configure the portal to automatically capture all email communications between users and existing contacts in hotspots.
What does the matter? Contact emails that are already luggage emails which can lead to more communications being missed when content responds to a sequence but their email isn't logged. When you send emails from your old device without using DCT address without you forget to click log in your email clan. Previously you need to use the forwarding address or the retroactive log button Extra manual steps to capture missing emails. Of course we know humans. Oh hang on hang on. Humans don't like those extra steps online.
Yeah all of your data. Welcome welcome back in there so that you can get amazingly creative that actually tell you what going on y you want the good stuff. You got the foundational stuff guys that it's for today folks. You probably already own the solution you're looking for in HubSpot. How about some predictive you just need to wake and make those emails in also that join us next week when we'll be recording live from Inbounds Wednesday, Thursday, Friday at 8:15 Pacific Time. So we'll be a very nice schedule Drop great comments and let us know what capability you want to do next. Amazing. And we will see you next week at inbound.
The iPhone waiting for you. Yeah. Think about your system and you.










