HubSpot Customer Platform Updates 9/10/2025

For you wake up wake up see what.

Good morning house nation it is time to wake up platform with your unfit updates show help you discover the platform you are I'm we're here every week morning to make sure you're not sleeping on hu in the comments and let us know what you're building in hut today Happy Wednesday September 10th.

You changed your shirt during the interest that you wouldn't be I knew that you.

Would be so I'm right we're downstair that is funny.

Yeah well we recorded live last Wednesday and I was the only one that were warned live after being the creator.

Of come a long way I don't.

Even think I am about that.

Yeah so we have two updates yesterday afternoon I always look for little nuggets insight it's very interesting when you go through them all one by one they bring out some and not others and they really speak to moments like age network like this so in a lot of cases there's a reason for breaking out the update line so one thing that's interesting is that last night a p.m. reached out and said they seen us talking about the update there's actually more updates that could interrupt but they decided like 200 was enough. All I know is the team is working hard to give us the best platform and I appreciate that very much. Yeah I've got five on my screen today and we made zeros yesterday as we come through it. So I'll run this all I have five as well.

Just so you're fine with five personal.

So this is the hard part. We know that there are other updates that we have not covered that and somebody focused on the impact levels of high and medium. You know how many times we talk on each other low being classified as low there so for sure but until then what we'll get to today Call from the index page scheduled for release expected November 18th next week. What is it property values. Index pages are now clickable links that open spot calling making it easier than ever to start a call.

If you're working through a list of phone numbers you can now launch all to the single click. No need. Copy and paste phone numbers into dialogue.

This is a good massive amount of time.

Yeah, I am quite happy about this. In general. My question was where you come from, how it works.

If you're gonna do calling you probably have to have.

Well I mean I can see for my own like I don't know even like on the Internet when an email link it opened up my Apple inbox. I don't actually have my Apple inbox so it's actually quite annoying so I don't know if there will be some friction there potentially people who have not.

Sub calling I imagine here's here's how I if you don't have calling sub you can't click it like set of numbers if you have a set up you click it it opens a dial like because I think that's why would be smart if not add a possible also you can change that new setting by the way being Gmail or whatever.

You what a day. What a day.

Learn learn every day.

I know I'm good for this I.

Definitely like this from the perspective a little less structured especially when we talk about power dialers in the case like Andy anything just name and phone number and go and usually add in a physical place like do that like all cues for example it's kind of like take it out of the context right now see something like oh yeah that's all important but the other just more natural workful studios.

Yeah it's the one thing that we see it's interesting because instead of being a cue for that you can have a few for that what you think about that because it's a mindset change because there's new functionality things you can.

Do I like it. Social metrics in custom report builder what is it Unlock social media directly within customer builder. You can now build custom reports using a wide array of social media metrics seeing deeper insights into your performance across networks.

I like to do this why have added feature addresses the need for more flexible analysis of social media performance. They're currently available in standard reports. It allows users who need detailed insight to create tailed reports to stick to their business goals. Problem solved. Solves the limitations of predefined in app social reporting by being advanced use direct access to a wider range social metrics in the custom report builder. This empowers users to conduct in depth analysis and build reports that meet their specific needs comparable to dedicated social media analytics tools. Nice this okay previously had to copy the reports from a from dashboard so have you seen this?

Yeah from July 1, 2025 or in the date that your social account was if your social is noted you will not see magical letters.

Yeah there's actually one part I want to pull out here. That's where they say social metrics within the familiar custom report builder viewers and listeners. I have a question for you. Is it familiar? Are you using it? Have you taken certification?

Yes and. The way that somebody who did not own the person that own business and Trying to figure out what they look like you know how how to get more right they were at event in a framing conversation with we want to implement blue marketing table and that is what IBOT needs to do so that it can get you to things like oh it support that new robust social media strategy and main content or you can change things and just provide words or people to do that immediately doesn't land on but like overall we're trying to accomplish without having to know all the underlying features, functions, strategies right Conversation with somebody who not like showing them how to add video to files right. But to be able to come in and say do marketing playbook right it was. It was good reminded me why that's important A lot of us me specifically you know but having that new framework technique to you in this new world that we're in is as far as non 2 views. Sync your third party transcripts for meetings and calls to HubSpot with our new API nice. What is it? HubSpot Public API Knowledge Partners to CNC import their transcription data directly into the platform Partners who provide media can sync this valuable content with HubSpot ailing users to maintain comprehensive records of customer engagements transfer data across HubSpot feature suites act as our third party transcription API to ingest external meeting and call transcripts in the HubSpot this solution gives partners and customers greater control over the transcription integration with existing workloads. The AI currently powers the HubSpot apps for Zoom, Google Meet Microsoft Teams and.

AirAll meeting and calling providers can now transcript through our new third party transcription API Respond to strong for this new capability Join for partners large in transition to empower your customers with enhanced functionality across CRM Mean Assistant and BRE AI.

Tools so keep benefits there I keep update with customer interactions maintaining centralized engagement Unlock trans features of the platform ClickUp Are you listening? Somebody click up please. You have a tool and it is dope and I am enjoying it. But the only missing piece the information from my ClickUp beings to my HubSpot that would be an interesting world.

Okay.

You know okay.

Yeah everything about this from perspective lots of happening still and which tools deactivated ways to make transcripts are FL in the hot spot. Right. And this is like. It's like why are they doing this way? Why are you making cod link to go look the trans okay. There's only value.

Yeah if you are those trans A bulk download transcripts would be amazing. I'm looking at you like I could go get one if I just download like bulk of transcripts yeah, but if I was going to create a client specific project in an AI tool I download every transcript for each client. If you know.

Guided report creation flow but is it guided report creation experience now provides a dedicated space templates or using one of six.

Strategies. Previously it wasn't clear what templates were available or closure essay or needs trial and error error who had to start over if the wrong option was selected. Now for HubSpot 6 report orders the customer specifically offers more guidance. Whether you're building from pre built DSS operation, Hub Enterprise or selecting from DSS sources. I do like the better My actual favorite part of this is the like third screenshot I want to say yes because it kind of in a previous builder when we were picking your primaries source it kind of got your primary source kind of got hidden in all the sources. So now the primary data source is much more clear that is percept and then you have the option to add more data sources and I think that is like a cleaner experience and more straightforward.

Seeing here I thought you're going to use the screenshot as a component to flex you as a human. Because when I saw the system using this tool I went back to an episode where you talked about hey I use a street report builder to do single important and I was like oh well Casey's now and other humans.