HubSpot Customer Platform Updates 9/9/2025 #hubspot

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Good morning it is time to wake up platform with unofficial hubs it's morning show where we help you the platform you already own. I'm Chris, my host ST and George E. Thomas we are here every morning make sleeping and hub capabilities if you in the comments and let us know what you today Happy Tuesday tonight.

Doing well it's all here happy having blue.

Weather yeah well bro box warm before show I could probably wear a hoodie but I did wear a hoodie Tomorrow I may wear a hoodie I'm not sure we'll see yeah even marked Houston.

On Williams61 wow this morning definitely came back in. Rather fresh air compared to the 90s that we've been having. Yes only five updates today I'm not at all the same for giving us the chance and Casey and I in the marathon through all the updates and I think we're gonna put like this session like through spaces to figure out how we can move this out together in mean way so we'll probably come in here and I'll practice but until then we'll Agent is the number one today public beta scheduled for expected November 4th high impact which product does belong to Credit what is it? Agent actions your data throughout Smart CM this agent researches and answers custom questions about your customers analyzing CRM emails, documents and the web giving you the insight you need it without the manual work.

This matters because your CRM contain a lot of valuable structure data that was challenging to understand with data agent this fragmented information is transformed into a holistic unified intelligence. This results in complete customer insights that flows seamlessly across spot. It becomes clean usable data. You can also leverage in workflows and data to er.

Yeah, depending on how does it work. There's smart properties actions, smart columns Gadget starter customers can create smart properties in CRM marketing services and data formulas. Operations help both data explore actions and workflows data formally Operations Pro feature use HubSpot credits I have a question for you Chris.

Sure.

We have directly talked about there will be human to use AI and humans choose not to say do you believe that HubSpot system is walking into a future There will be HubSpot users who choose to use credits HubSpot users who choose not to use credits and therefore not use features Credits.

May argue that I think it's going be hard to.

I logged in something yesterday that was talking about a company organization tried to use customer agent and basically talked to 10 clients or 10 customers and it used around 5000 credits which the Company then said we cannot afford to do this and so customer agent got turned off. So I'm super curious like where this goes directly users to this new world what people want to do what they can do and what they can for and by the way not going to be dead downer I'm just bringing up because.

Yeah I think it's the most compact business scenario that anybody could imagine between now licensing secret pressing and our credits and I will be surprised somebody in that just gave this test to AI credits. Right. But there's so much existing revenue not explain how all these agents doing work for you. It's very hard to see the other the old no payment models like make sense to me at least I think I don't want to check it out and that's like have we established that those conversations not worth the 5000 credits like how much time they say you are probably not good at talking about our live of those use cases especially like a time to response then the customer is there to have that conversation at that moment I'm only thousands of dollars might have been worth well here's the thing.

Yes time to respond but I think when you're sending credits time to revenue is what you care about as a business owner and this is a supreme section guy by the way I've been able to realize the parallel section I want people to be superhuman. I want people to be value first. I want people to have humans. But now we're put into this interesting space. We've spent a good amount of time on something. I apologize.

No it's a conversation. I think it's fair and I mean I have said before to persons who say like I don't pay for any AI tools I I was certainly the person that would be not trying to work around credits the best I could to my potential like missing opportunities. So I can see I can see a world where I would be like I don't need smart properties because if you try to end like I have more or less said that already because I don't have a lot of clients using similar properties because because of credits.

We're arguing over the budget and the value spent on should never because when you're trying to grow by a million dollars we're talking about hundreds of thousand like we clearly don't understand what possible platforms here do for business. If that's if that's the conversation we're having in my opinion and I love.

Your opinion and essence of organization that we have in this conversation.

Sure. All right. Internal FAQ assistant Is an AI power internal support agent designed to help your employees quickly find answers to frequently ask questions Mirroring function of an external customer support agent but for internal use the.

Internal FAQ system addresses a critical internal operation and productivity challenge how to deliver quick, reliable and overloading internal teams operational Dragon and Russian employees often rely on slack email threads or short apps to get help slowing down both the author and the answer citizens inquiries cutting out and in reducing dependencies on last four to improve self service across organization with access to internal knowledge basically empowering employees health and self creating a culture of autonomy While keeping knowledgeable 3 gets internal support without skill and headcount as companies grow so it's the volume of channel pertinent the same act as digital teaming answering repetitive questions around processes bullying or policies so that internal team like ID auth and they aren't for his inherently work and then 4 consistency and reduces triple knowledge with generalized knowledge to surface by this employee get accurate answers to not just whatever the team maps remember this reduces intermission and improves client belief in general policies in essence and help organizations run from their gang employees and access to knowledge they need to.

Not just whatever your teammate happens to remember.

Using breed assistant sideband.

And this is where we use a little help understanding different agents assistants all of the breeze for actions because right here see who gets it platform any customer platform in details we see products include some yeah so part of the reason that I that I've watched so far the difference between assistance agents assistants and activity is free at the moment and I know some other platforms I think I think work like that basically if like the assistance can't do anything without you your interaction whereas agents can be automated there's cost so this is a little bit confusing for me to see this related to.

Not on the about section that you had to go to the details to see it interesting to me and.

I did that because I saw how I got it here as well so number three cross channel application comparison and insights for your segments which product is it Listen yes oh no here we.

Go listen it's been lists for 14 years.

Moving forward on the show until further notice that word is a segment what is it? We are revamping the list performance tab for you to get deeper insights into how each of your segments are performing. Now to compare each list to another format and three explore the various ways you can engage with each list. All this is packaged in what is now called the analyze experience inside of each list to help you better understand what's working and what's not working or engagement strategy. Lots of pretty screenshots here and the word lists is not in any screenshots or sigmas.

Why does this matter? Segment 4 LIs are used to help equally mitigate your most important segments and provide them. However, it can be difficult to understand how specific segment is performing or how a message is resonating with that segment. It's actually added to engage over time. Before this release you had to pull down manually from each reports. Now all of these written insights are available directly within each list. Help me understand what working and what working and what you never we haven't actually had a chance to menu it.

Literally says like segment and then in brackets list so there's a little bit.

Of activate just for the one this is Artem doing everything.

Office.

No no, our challenge is do we dress all for oh man. Do not blame AI for this part right? But yeah segments and lists and still need to do stuff for people that come out all right yeah Unified Commission data is it the improved quota bringing commission insights directly into serum the new quota attainment app card displays real time progress and deal impact in Hubbot records while the earnings app object makes commission data available as native Hubbot object.

This attitude has before success has been Hubbot and quota path to understand their quota progress and the impact of title deals. With the new quota agreement app card they can now use their quota agreement directly on hospital records and see how closely specific pipeline opportunities will impact for overall quad achievement. This enables to focus their time on high impact while Rob's needs better forecasting mobility. Although Ross defined teams previously didn't incorporate mission data to hubboarding and automation strategies forcing them to act for the frontal systems to create on behalf of mouse and analytics. Now the new earnings app object makes many data available in need of this empowered routes teams to build reports that combine sales metrics mission insight and create automated workflows, milestones, sales features also guarantee in team performance through unified dashboards.

That's a little bit of a buck but wholly important if you're doing if you do commissions and you don't use this app you may blast out maybe you want use that my brain goes to is this the first event to come where we're going to see the like new app object and therefore there's going to be updates to let people know like you can now do this in XYZ platform because by the way you scroll all the way down to the the the deal here it talks about who get it for free for all customers customers and requires so like.

Hang on it's going be real exciting people who have been building for hu start to create some really dope experiences like on the records like the whole development platform shift last night he was and we it's gonna be often because it's easier than ever but the first app is you want to build the experience until users right and expect to see a lot more of these updates the app the new app object is a huge win for this don't need upgrades in just get anymore lastly move today turn why doesn't matter going to be can.

This morning I'm just gonna be like I can't speak anymore.

Indeed last update for this show unify data. Combat and other data sources in one place Marketing sales operations teams can now combine and activate data through an intuitive spreadsheet like interface.

Cleaning and combining data sources this often require time expertise now Snowflake app extends beyond data sync and integrate with Hub this additional offering dreams and bypass the traditional bottleneck for recording, mapping and creating records with data tools your entire team can combine and activate unified data sets without errors. I'd love to make a stupid comment for anyone watching may have also felt this way. So Google had a tool called Data Studio. It's actually now called Looker but I have had a lot of a lot of struggles with Data Studio and that how different than Google's Looker previously Data Studio. So if I'm learning that that's fine but YouTube you're no longer I mean.

Listen to naming things is difficult right? We had Copilot in HubSpot and Copilot in PowerPoint and Microsoft. Now we have Breeze Assistant. As you said Google had that studio now they don't now campaigns has always been confusing you try to event oh my God, yes.

Man. This might be event management. Okay, cool.

All right.

If you want to come up to speed on all the updates that drop last week later today and we marathon through them all doing your best to make elements not going out too much. But also before that the admin hug inbound rebound with Breeze. If you haven't seen Breeze Studio yet, this will be a bad opportunity to get an immediate guide work through from the people that built them. So excited to see this happen today. Remember folks, you probably already own the solution you're looking for a HubSpot. Sometimes you just need a way up to it. Join us tomorrow morning live at WBM Central Music that doesn't know what capability you want to get to next. Until then, I'm I'm Kitty Watkins and c Wake up platform. Now go build something amazing.

To rejoice.