HubSpot Help Line - Time to help you!

Rob Day and panelists troubleshoot a Salesforce-to-HubSpot sync error, then cover product updates including reCAPTCHA v3 beta for forms and a major beta decoupling permission sets from seats. HubSpot Media acquired Starter Story, and the team discusses association-centric workflows and usage-based pricing models.
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And Chris Admin. Call in, then tune in. You can't miss things. Every Wednesday at 10. Streaming straight from LinkedIn. Helping with HubSpot Building community is our philosophy and we're so proud to be bringing you a HubSpot. Aren't you so glad that it's time for the HubSpot Helpline?
Big finish in jazz hands on this Wednesday morning. Welcome to the HubSpot helpline. George. That was for you. Thought I was going to trip in my chair over a piece of electrical tape, but I made it here. So I am joined by the extraordinary panel of experts. Calling them a panel feels wrong, so I apologize for that. We have Kyle Jepson. We have George B. Thomas. Don't ask him what the B stands for. You probably can't handle it. We have Chris, Carolyn. I'm going to just skip the joke I usually make because it's not fair anymore. And Casey, Greyhound of the Helpline Hawkins. How are we today, ladies and gentlemen?
We're doing well. This you calling me greyhound of the helpline just reminded me that a client this week saw Frank, one of my greyhounds walking in the back of the my video and said, what is that? Is that a llama?
Oh, wow.
And to which I had to say, no, that's my dog.
Don't greyhounds have really, really short hair? Llamas are long and woolly.
Right, right.
Yeah. I have a lot of questions and this is hard to transition from so I'm going to try to do it. So speaking of a lot of questions, I'm sure you all have some there in the audience. Thank you for tuning in. We normally do an inbound 26 update, some other news and of course everyone's favorite Casey's couple of segments to include feature of the week. But Chris, as the producer, do we want to launch into the voicemail that we have since it is top of mind?
Yes, we do.
Excellent. That is the purpose of this show. So thank you very much to whoever called in and left one. It is a doozy though. I can. We heard it backstage. George has been pacing. He's been prompting Claude and GPT and Jim and all of the things. He's been doing some research. I think I saw an encyclopedia opened at one point. But I think we're ready to tackle the voicemail from one of our listeners.
Let's do it. It'll be a two parter, so we'll pause after the first part and see what we can do to help out.
Hello, my name is Adam. I'm a HubSpot admin for Ragaku and I've got a couple different problems that I'm looking for help with. The first one is I've got the Salesforce integration running and I've got most of the record types to sync and objects to sync. However I'm having problems with my deal records and syncing them across. The error I get is an other error of an unknown type. So error type is unknown and it's other and the description is cannot identify the Salesforce record type with id blah blah blah. I've talked to my Salesforce admin, we've identified what that record ID is and identified that I have access to it as the Hub fly integration user. But we can't figure out why I can't get these 2,000 or so deals to sync over.
Yeah so I'll just kind of lead the way. This this is not the only human has who has dealt with this because with a search of the Googles which by the way one of the things that I always like to say is you don't need to know everything, you just need to know how to find everything when you need it. A quick search of the Googles the actual AI overview on this one is really pretty useful. Sometimes I don't really dig what Google gives us for an AI overview, but it does match up to Also I'll put a maybe a link in the show after we're done or you can search for this knowledge article but anyway what it says is a record ID error when syncing deals from Salesforce to HubSpot typically indicates an issue with the data integrity or association where the HubSpot integration cannot find a matching, accessible or properly formatted record ID in Salesforce. So they give you some troubleshooting steps of like check sync errors in HubSpot which he kind of talked about in the message where it's Navigate to settings integrations connected apps in your HubSpot account, click Salesforce then go to the Sync Health tab, view the specific error details which he talked about but then verify Record ID correctness. The error might mean the Record ID in HubSpot or the value HubSpot is trying to push to a Salesforce reference field is invalid or formatted incorrectly. It talks about you can export existing records from Salesforce to get the correct record IDs and update the corresponding HubSpot records properly or property value if necessary. There's also a thing of making sure that permissions are adequate so he kind of leaned into that but didn't really lean into that. So The Salesforce integration user must have the correct read and edit permissions on the deals object opportunities in Salesforce and all related objects like accounts and users in Salesforce. So make sure that user permissions across the board is what you need and then it goes into resolve association issues. There's more address data discrepancies, things like that, but those are a couple little places that you could start with. And then there is a community HubSpot community thing on this sync error missing Salesforce id so if it's actually missing versus like not formatted properly, you can head over there and there's a remotish agency has a post in here about contacts not getting pushed to over to HubSpot from Salesforce and they go into some detail about it being this issue occurred because someone mapped the and they're talking about content or content contact ID in this case. But think about that for your record ID somebody had mapped the ID to a Salesforce property. The integration allows you to make this mapping but anything mapped to to the main ID will cause the integration error. So just know to maybe look at that level or this this post and again I'll you can google it HubSpot community sync error missed salesforce ID or I'll try to put it also in the LinkedIn post once the show's over. So hopefully that's helpful. Casey, any other additional thoughts past that potentially
can you put my screen up Chris please? Thank you. So with the deal slash opportunity object specifically when we look at record type that maps in HubSpot to the pipeline dropdown. So worth going into your integration settings here going over to deals and one checking this mapping itself making sure it's okay checking the rules itself. Also if it's like a do not sync or something like that that might cause a red flag and then also checking the pipelines themselves to see if you see that pipeline active in HubSpot if it's if you're not seeing it is a pipeline listed in HubSpot you might want to make sure that on the Salesforce side that just you know these are those like restart kind of like restart your device kind of checks but making sure that the record type is active in Salesforce. I know that's something I run into a lot in Salesforce is I can oftentimes things you can see in Salesforce but they're not active. So making sure like all of those boxes are checked and it will also need a sales process assigned to it and opportunity stages. So those are just some things to check while you're reviewing the. The record type as those can kind of cause the sinks to.
Very well done.
Yeah,
You can listen, Casey, you had mentioned that you didn't interpret that well from audio being the mechanism of input, that didn't work very well. So I was going to recommend either putting that in the comments, Chris, or maybe George had the. Like the community blog or the link to. To where that was addressed. But I had a question and a bit of context as somebody that is back now, shout out to Sarah Medillo for saying welcome back. Yes, I was in an off site. I got to participate in my first hackathon. Spoiler. I am not a developer, but one of the cool things that happened and something that I think we run into with questions and stuff like this voicemail are that context is important. And one of the things that during me showing something I was experiencing as a negative was this kind of insight from the dev team that sometimes recreating the problem is like half or more of the problem. Like I was not able to show them exactly what the problem was I was experiencing. So being unable to recreate the problem in and of itself was a problem. Is that something that is pretty common, especially with the different routes you can take to address problems in HubSpot?
How many times can you say problem,
problem, problem, problem, problem? Yeah, a lot.
Yeah, that definitely is. I mean, so I had to bring up a real portal that I work in for that specific one because I don't have a demo portal with a demo salesforce. And even there I'm like, mine is sinking. So, like, it's a. It can be hard to like, could be a bunch of things. And without seeing the problem, the problem. Problem that you're experiencing, then we're just kind of backtracking into possibility land, right?
Which is not somewhere we want to be. Unless we're accompanied by George B. Thomas, who is well known and useful in possibility land, who is also muted. So there's a possibility that you may not even hear what he has to say if you're in possibility land.
Wow, thanks for calling me out. But I did say wow, maybe I don't know. Like, I like possibilities.
Sorry, off topic. Hi, Max.
I was gonna say hi, Max.
Oh, the man, the myth, the legend.
Yeah, Max, I'm back from the. From the off site now. So we can play arc raiders at some point. Anyway, moving on to everybody's favorite part of the show is which is Casey's segment. Although hold on, this isn't. I'm actually getting some breaking news and it's about. And HubSpot has acquired starter story. Apparently this seems to be some breaking news, so I don't know if congratulations are in order. George just did the clap, the oohs and Oz. But Chris, can we pull this up? I know that transitioning to kind of video and the I think X funnel may have been the last company they acquired for aeo, but this seems to be pressing news considering this is HubSpot Helpline. What do we think of this acquisition? Were we aware? And Kasey, we promise we'll get back to you right after this.
How many acquisitions are we from when
Chris said that the official number is a lot. That's the official number. I think this is the last one. Yeah, I think this is the last one. I go, no, bro.
So hold on.
I can weigh in on this a little bit. So I, I, I did not know about this before I joined the the Call this morning. Rob is the one who was watching the news reels and, and saw this come in. But it's important to note that this, this acquisition is HubSpot Media, which I don't, I don't mean to be pedantic and, and split straws, but split hairs. What is this saying anyway?
Yeah, split hairs. Yeah.
Yeah. So HubSpot has like, if you want to talk about product acquisitions, I feel like we are kind of slower and choosier there, though. We have been much more active in acquiring product companies in the last five years than we were in the five years before that. But our media team, like we acquired the hustle. We're now apparently have acquired starter story. HubSpot Media brand is acquiring a lot of really kind of heavy hitters in the entrepreneurial business, cool trendy content machine area. And so this is, this is another one to add to our bouquet, I guess, which is really interesting.
Yeah. You know how hard it is for me to not watch the video on this page right now. Like, I just want. Anyway, we, we don't have time for that. I'll do it after the show.
Yeah, I'm glad it's, it's not splitting straws or hairs, Kyle. I think it's the differentiation is important. Words are important. So that has been. I did a video maybe a year or two ago that compared the number of acquisitions like M and A activity over Salesforce's, you know, whatever you want to call that span of them being in existence to Hubspots. And I think the number at that time was 63 to 11. And I mean, I appreciate you pointing out the fact that this is more HubSpot media centric than it is like product, like, you know, combining, you know, HubSpot, whether it was them or other people in the community, you know, the cobbled versus crafted. I know Yamini said that and Frankenstein, I think that is important to note so you don't have to go panicking yet about adding in another thing to like the product side. But this, this is just from the name starter story and kind of HubSpot's traditional focus on SMB and like telling the story. There's another idea that someone stole from Rob. My 7 year old at one point coined the term Hope Spot, which was more of like telling the stories behind people that had been successful using this product. So shout out to these guys who stole that. Maybe they saw my Tick tock video and ran with it. Yeah, I think this is important for people to be aware of.
Yeah, this is pretty cool. I wanna, I wanna dig into this. By the way. I would be remiss since we've talked about splitting straws and splitting hairs. Could it be splitting wood? That's another thing that you could split maybe. I don't know.
Y' all are making my job. I mean, I think I have probably the easiest job. And then the whole my greyhound was a llama comment and then splitting wood versus split. Like what are we doing? Is this pick on Rob Day now?
Welcome back.
Welcome, welcome back.
Are we robbing you?
Wow. Let's just rap right there.
Out for the day.
Wow. Casey, I just want to personally apologize to you. We will never again announce HubSpot news. We won't split straws, llamas, greyhounds, hairs or wood. We. I won't divert from the script ever again. So can we just please kick it over to you for your almost, whatever the heck you want to talk about.
Almost. I do want to like part two. Like, I made a post yesterday about like LinkedIn suggested a HubSpot position to me that was actually called Senior product marketer value storytelling. Oh, and this, it makes sense. And I these acquisitions, if we could just get other businesses like this takes me back to 2020 when I actually was working with Rigaku, where, where Adam was calling from. And you can get leaders on board with this concept of needing to do video, needing to tell the story differently, but it's things that the organization has never ever done before. So at which point does an acquisition like that of just going to buy a company that. All right, now you have this media operations that could be, you know, a part of the business versus like you know, team member by team member. And like, when does that start to be a part of the conversation alongside, like acquisitions for the product or like that ad customers with the acquisition. All the usual reasons you make acquisitions. Right. And it's an interesting dynamic to see. You know, a lot of companies could do things like this, but it's, it's hard to, like, put the pieces together. But very cool to see this as an example of what, you know, a lot of companies could be. Could be doing.
Yeah, very cool. So someday, what I hear you saying, Chris, is there'll be a article that we're looking at on the show and it'll be like, HubSpot acquires George B. Thomas. Is that what you're saying? Oh, no, no, actually, never mind, never mind.
Actually, George B. Thomas. Maybe something George B. Thomas has done. Maybe. Yeah.
But yeah, in, in my head, and I don't live anywhere near the rest of your head spaces, which is fair. But it's more like the, the commercial when the kids are going across the stage for their graduation and one of the kids is announces Kowalski Auto Body llc and the parents are like, what was that? It's like, I sold the rights to my children's names. So maybe George B. Thomas becomes George B. HubSpot Media Thomas. Maybe.
Wow. Dang.
Anyway, we have, we have prevented the inevitable value add for far too long. At this point, I am with no further ado. I'm going to kick it over to my trusted, incredibly smart colleague, Casey Hawkins for her segment.
All right, so starting off with the update of the week, Chris, don't add my screen yet. So this. Over the last seven days, we covered 35 updates. We had five shows, which after Chris moved is actually a good thing because we got a little, a little topsy turvy for a little while. And as always, this is my opinion, my opinion alone. And I come from marketing and ops backgrounds. My picks tend to lead that way. But this week, some things that stood out. First, portal hygiene. HubSpot's making it easier to keep your portal clean without you having to carve out time for it. We got Cleanup Automation for unused reports and 90 day auto disable for unused URL redirects. These tend not to be headline makers, but they save you from portal bloat over time. Also, forms and spam prevention recaptcha v3 hit private beta for forms, which is the invisible version. No checkbox for your visitors. Plus, daily spam submission Digest gives you a heads up when spam's coming through instead of finding out three Weeks later. Email and marketing Throttling Marketing emails is now in beta. You can control how fast your emails go out instead of blasting everything at once. I know Georgia really excited about that one. This is big for deliverability and big for teams that need staff ready to handle responses as they come in. Theme number four is the CRM quality of life which has been an ongoing theme lately. Inline association tables we talked about just this morning as well as customizable Gmail sales toolbox last week and revert to prior revisions on workflows paired with the workflow data restore from the week prior. HubSpot is building real safety nets for ops teams. But the number one update of the week. Chris, you can go ahead and add it.
I'm super curious.
Permission sets and seats are now decoupled. Up until now, permission sets were tied to paid seats if you wanted to give someone specific permissions that cost you a seat. So admins had been making trade offs burn a seat for the right access or shoehorn users into permission sets that don't quite fit. This update separates the two. You can build permission structures your org actually needs. George said on the Wednesday's show that this deserved a major tag and I agree. It tends not to be one of the flashiest updates, but it is foundational and affects every portal with more than a handful of users. It's in private beta, but right now not accepting new betas. So keep an eye on it.
Nice.
How does this affect pricing?
No is when I train.
Wrong. Wrong question. It doesn't really affect pricing per se, Rob, but what it does is it allows this HubSpot admin who have been racking their brain on getting the humans in their organization what they need with the seat that they're in and it was near to almost impossible now. That's not true.
Yeah, not that. Not that. I think it should just right clarify. I don't want to be. I don't want to get direct all hate mail or complaints to Chris. You know all of that.
But once you. Once you enable the beta, hubspots free for life.
So.
No, I'm just kidding. I'm just kidding. That is not true. That is not true.
Well apparently it's. It's flashy enough to have a very special guest join just so he can talk to us about permission sets and seats.
So I hope I know who this is.
I thought he was coming to talk about art raiders.
Let's go. Max, what do you think about this update of the week here? Missions and seats.
One word.
It's cool. I don't even know what it is. What are we talking about?
Max, you look so cozy.
Yeah, I look so cozy. Wasn't so cozy the other day when I lost power for the entire day during the Monday morning briefing. That was tight.
Whoopsie.
Max, were you already wearing orange?
Well, I was, but.
Yeah, I figured because Wednesdays we were
orange for me to come up and
just hang out, we wouldn't have a
bunch of boring stuff right now. And you needed a moment.
You needed a moment, brother.
I'm gonna take my empty iced coffee, fill it with a Diet Pepsi, and just, you know, continue the day with some friends.
There you go. Love it.
I don't want to derail anything. No, I do want to decouple seats from permission.
Yeah, nailed it.
Wait, so what does this actually mean? I missed that part because I was finding a Diet Pepsi.
Yeah, well, the only thing I said. Go ahead, Casey. Nevermind.
You can. I was just going to read the update as I go. Previously, permission sets and seats were tightly linked. This often less led to errors when assigning users to permission sets, users being blocked or removed unexpectedly after seat changes, and confusing situations where users in the same permission set had different access with no clear explanation. This update removes those pain points by giving admins more flexibility to grant access per their business needs, preventing the disruptive removals of users from permission sets, and making it clear why a user does or does not have certain permissions. The result is fewer surprises, less cleanup work, and more predictable permission experience.
So how are these tied together before? Because admittedly, I haven't done a whole bunch of, like, actual admin ing and permissioning because I've never had to have that be my main job. Like, how are they coupled together? Because I guess I didn't even realize that they were. Unless I'm just forgetting something.
Correct me, George, if I get this wrong, but, like, I think that the way it did work was. Or if you're not in this beta, it still works, I guess is if you have like, a sales seat that unlocks certain permissions, but if you get your sales seat removed, you might not even realize that, like, some of those permissions are not even necessarily, like, required for sales Hub, but suddenly, like.
Yeah, that makes.
Yep, yep, that's cool.
That's cool.
It sounds like they're trying to make up for some stuff that they thought was kind of clever back when they did it originally and then realized it very much wasn't it.
It very much felt like an oopsie moment. Without a doubt.
Yeah, from LinkedIn user thank you LinkedIn user. If someone needed a seat, they couldn't have the same permission as someone who didn't need a seat. So you had to make two different permission sets. My question which got me almost booed out and you just replacing me as host was does this affect pricing? George, quickly recommend me.
I didn't vote.
No, I just said seats still cost the same amount. I'm looking at the product update now and it says HubSpot automatically grants the maximum access allowed based on a user's permission set and their seat. So to the point of like you have to have a seat to be able to enroll, you have to have a sales seat to enroll a contact in a sequence. For example, if a permission set grants sequences access and you give it to someone who doesn't have a sales seat, HubSpot is now smart enough to figure that out and work it out.
Yeah, it sounds, maybe it's the inverse is true, but it sounds more like the ability to include. The ability to include whatever permission sets is kind of the default and then you're able to then throttle or assign rather than having to play like pin the tail on the, on the donkey with different sets at different times. Because I know a big problem was like temporal like permissions or revoking of them based on some activity or some, something that you needed to do for like a shorter amount of time, which was very difficult to keep up with both for the admin and the person who was granted the permission in the first place.
Well, and I think, I mean I'd love to hear other people's thoughts on this, but I think a good way to think about permissions is what you're not granting people, right? So like there might be a lot of things you don't want to grant to most of your users, right? Maybe maybe turning on workflows, maybe like changing other users permissions, whatever those things are. If the very restricted number of things you want to give people access to includes seeded sales hub features and seated service hub features, you can now just use that restricted permission set for all your sales and service reps. But then based on their seat, they'll have access to sales tools, they'll have access to service tools, and that'll. You can have just one, one permission set for like customer facing employees that then based on their seats is dynamic.
I'm glad you piggybacked on that and kind of halfway agreed with me. To me it would make more sense because George and Chris both say words are important, which I agree with it sounds more like a clearance. Like you would be given a certain level of clearance to be able to do things and then as you. As more permissions are unlocked, you have a higher quote, unquote clearance level. Not to make that analogy too directly, but that's what it sounds like. More just the word permissions in this context. Your thoughts, Mr. Cohen?
Yes.
Great.
I agree.
My work here is done. Chris, over to you.
I did recently talk to that team, but I'm also in the situation like Max, where I haven't spent a lot of time with lots of teams and lots of people to have to wade through all this. But it's been clear for a while that and I think this is where AI helps the most in the background. Like the complexity required to be able to see all these things and then try to guess or advise or even require certain access in certain places is now here. So they can start to allow for users to get very complex with their permissioning without making us go through every single like, you know, granular spec of permissions. And previously we just. Or what I. And the reason I think like at some point you just go to Super Admin because you're tired of trying to figure it out, right? A lot of assumptions were made. We're like, okay, you're going to click the sales rep button. That means you as a sales rep in this random organization must need access to sequences and this stuff and this stuff. And you definitely won't need access to any of the marketing tools or any of the service tool, which just a lot of that is not true in a lot of organizations wearing multiple hats in multiple places. So the team is working very hard on trying to create this a manageable experience while also serving like the complexity of all the humans involved. Very cool.
Yeah, we just got a comment Chris, if you want to put this up there. Speaking of context being important. Not that one. Seats and permission sets got a little messed up. Thank you. Also Ben Francis. But seats and permission sets got a little messed up when HubSpot changed to the new pricing model with Corn View only. So remembering that as context of like why would this make sense now? What hap. What existed before? I think this is important thing. Shout out to Robin Noel for calling that out as.
But this and this is also like a perfect example, right? Like we just like the update of quotes being able to be associated with custom objects. Right? And tickets specifically. Right. Like that is something that that team has never had to have access to. And now all of a sudden that capability requires like you to open up the teams and hopefully. I don't know, Kyle, maybe you could speak to this like this. Like can we avoid the world where we don't need like, like one person doesn't need all of the different seat labels and there's some kind of like seat structure where it's not like, okay, you have to have a commerce up seat and a sales hub seat and a service hub seat and this kind of seat. Like sometimes you just need to do all the, all the things. Right.
Yeah. So there's a, there's a lot of friction right now with the seats model and especially like commerce Hub coming out with seats. This last inbound has caused a lot of consternation, let's say.
Oh, good Scrabble word.
Yeah, I. HubSpot is very much aware of this and there are some like big open field thinking about like what. What would actually make sense for a HubSpot pricing model? I'm curious. Let me, let me just push it back to you all if anyone wants to take, take the bait on this. If you rebuilt HubSpot's pricing from scratch, you were not beholden to anything we had done previously.
What would it look like?
Usage?
I think there's wide agreement on the problems. There's very little agreement on the solutions.
Hang on. We need, we see Rob, this is why we need a. We need like graphics and stuff because we need a Activate feedback.
I literally just wrote that down.
So yeah, this is a great.
I can't think of a better segue into everyone's second favorite segment. Actually Max is here and I've seen the amount of all caps he uses whenever Kyle makes posts about product feedback. But it's that time again for Kyle. Jepsen's taking all product feedback back back. We need an echo effect on that one.
We do, we do.
So the prompts today, Kyle.
Oh, we got a second soundboard.
Yeah, this is gonna be a. Yeah, yeah.
Max comes prepared. The rest of my.
All my. All my buttons are broken. I'm like, I somehow got my goxlr profile like nuked itself yesterday and all my sound effects are gone except for this one.
All right, I'll go first. Usage based everything. Make it figure out how to make it profitable for you, HubSpot. But the way that AI is coming into play and the credits is like a step towards that. I don't know how we don't end up there. But it's also counter to the way like most SaaS business models. So good luck.
So it'd be like 100% credits? No, like monthly subscription. It would just be like you use it, you pay for it. Hubs disappear. It's just like you use that. This thing costs that much and this thing. Interesting.
Yeah, that is interesting. I want to call out to the audience, look at them directly via Possibility Land, which is where we are right now. We can and will put some of your feedback or ideas on the screen. I think that's kind of, kind of the point is so that Kyle can take these and in to supplement his other posts where he is a champion of the thousand little delights kind of program that we've seen the product team with now and Dharmesh has mentioned that a lot of the things that we've seen recently, like permission sets being decoupled from seats is to me is one of those. It's not a brand new hub, it's not anything, you know, not an inbound launch type of thing that they're doing. But it is making the day in, day out lives of users and admin more palatable, more enjoyable and solves for the customer. So if you want to take a minute to voice your grievances or submit an idea that is worthy of putting up here, go ahead and do it with that. Since he, I guess the sensor button is also not working, which is scary. But Max, since you tend to have a lot of yelling, rage induced feedback, I will kick the question over to you for product feedback. Remember, this is a family in general. Yeah.
Oh dude, I mean I should go back and see what I posted on, on, on Kyle's thing. I think that the one thing that I'll just like always harp on is that we need some association centered workflows, right? Like associations. A lot of people like to have this conversation of like, oh, did you know XYZ is an object? Like yeah, it's a relational database. Literally everything HubSpot you see is an object. But like associations themselves are objects, right? They're little like, you know, conjoint. What's the junction objects, right? Where they like take two objects like and say hey, these things are like related, right? I would love, love, love to see a reimagining of workflows where you can enroll the association object itself into the workflow and imagine this for a second. Okay? You've got basically two workflow canvases, right? And the thing that gets enrolled in the actions are one object and the other object that are joined by that association that got enrolled in the workflow. And you can make things happen to both of those objects and you can Also easily pass data between them and they're preloaded into the data tables. How sick would that be?
Right?
Where you can say, hey, you know, use information from other enrolled object. That's like going through this workflow with this other object. That would be freaking sick, dude. I want to see that.
This is some crazy like fourth dimensional HubSpot thinking. Max, we're playing 42.
But it would say so many things because like it is really weird and difficult to like trigger workflows and dynamically like target things or accurately target things right today because like you have to deal with like, oh, get like use the most recently associated thing. Well, what if other things got associated during that time and that like you can't like explicitly target the objects that are part of that association that just got created because potentially there could be others stacking on top of it. And so things get really weird.
Right.
So I'd love to see something like that. And I've, I've advocated for that for a while now and so hopefully they'll do something about it. But it is kind of like a weird concept of like enrolling two objects into the same workflow at the same time.
Right.
And maybe it's just two concurrent ones that run side by side.
I don't know. Right. I, I think what I've some conversations I've had with how the team is thinking about bringing AI and agents into this like automation experience. Like that's the kind of thing that maybe that can solve for the complexity like required to actually pull that off and.
Yeah, not in the way they are today though, like.
Right? Oh, for sure. Yeah, we're not there. But they have to re. I think they have to reimagine what a workflow is instead of just adding call agents into like, like agents are going to come in like halfway like what's going on here? Why didn't you tell me from the beginning anyways? But I think the other side of that is like Dharmesh's post about like Hub code. I'll just say I'll be very surprised if like we see the workflows tool as it is now being able to do things like that because it's just another layer of complexity and management that not only at the start, but throughout the entire process of being able to manage multiple objects, doing multiple things at the same time. I do want to get to. This is some brilliant feedback from Sarah. As far as the pricing question that Kyle asked. Reward operational excellence. Customers who keep clean data, high adoption and strong governance are cheaper to Support and more likely to expand, offer pricing incentives or credits for healthy usage. That turns best practices into a financial advantage, not just a slide in onboarding.
That's. That's wild. I've never thought of that before, but I love it.
Yeah, that would be positive reinforcement. That would be great for super specifically. Can't love this enough. Do you think that would have a positive impact? Because as I sit there and read that for the first time, it would also incentivize the partner ecosystem in a way that's more tangible. Right. So not just an onboarding, but like are you actually using the thing for which you're paying? Like that type of thing? I think that's a. It's a great idea. Shout out. This is my third shout out to Sarah during the show.
So Sarah's a champion. And anyone else, if, if you imagine HubSpot doing that programmatically, what signals in the product would we be looking for that would indicate things like clean data, high adoption, strong governance. I would love to get more tactical with this.
All of them, like, well, we've already got fill rates and behavior metrics, usage metrics. Some other third thing that actually puts the context of that stuff together to say because I know when I've interacted with the, the CS team, like since I use custom objects and I think about post sales, like it can be hard to see just on usage like the value that I'm trying to drive. So probably a fit with like. But then, so then we have like goals like if goals are in HubSpot and you see those being, you know, achieved. All right, some combination of all that.
I'm not going to say anything here other than I was about to trigger
you to say something.
The reason I'm not going to say anything is because I want the hive mind of everybody who is watching this to get in the comments section and put all of your granular thoughts and feedback. Because if there's one place that could be impactful to almost every HubSpot user on the planet, it would be this conversation. And so blow. Tag people in, blow this post up. I want to see 1500 comments of feedback to what HubSpot should do for this right here. Can I ask your voice be heard
since we're close to the unfortunately the end and Casey is still having Internet issues, by the way. She did not hop out. She's just having Internet problems. So speaking on her behalf here, we miss you Casey, by the way. But if she doesn't get back, I'll ask this question to be devil's advocate in a sense. And then George can be yelling at me maybe as we transition off air in that quote or in the recommendation from Sarah, reward operational excellence. There's a word in here like agents who keep clean data. Wouldn't that be something that's just outsourced or that is it something that the agentic platform now performs and it's their responsibility to do more of that instead of a human executing a behavior? Because I can see a world where it's like, why would you. Why would customers need to worry about clean data anymore? We built a whole platform around agents handling the admin stuff. Does that go in the comments, George?
No. No. So listen, like human and let's say human and agent to get. First of all, there can be just things that HubSpot has built and will build that HubSpot audits air quotes looks completely different now versus what it did versus what it can do in the future. But like right now, with the right MCP API/, pat, dash, number, number, number, number, number. The amount of things that you can go into something like Claude code and say or Claude whatever, wherever you want to go and do it and say, hey, I want to do some portal cleanup. Can you please pull up all of my properties that have to do with XYZ or look for duplicate properties or can we look at this or can we look at that and can we make like there is a human and agent assistant cleanup system that could be happening now? Like I've had. I've had my Sidekick strategies portal. By the way, it is five digit portal number. Okay. I've had it since 2014 and I've done a lot of different things because I was with the sales line when I got it and used it for this and then I used it for that and then I used. And then finally we like built Sidekick strategies and we're like, well, we gotta do this thing. I went through and I cleaned up so much stuff in such a little amount of time with an AI agent assistant hooked into my portal and it was magical. Magical. So this like this could be happening at levels now, but I think it happens in even more interesting levels in the future.
Chris, I saw you come off mute. So before I There you go.
Like to Robin's point here, matching with George's point, you most teams probably can afford it if they include AI in the in the proper ways. It should not be on any one human being to monitor the kind of complexity that we're discussing. Like on this call today.
Agree Casey has still have Internet issues. By the way, next week if we get three more people, we will look back very much like the Brady Bunch. So we might have to think about that for an episode.
There we go.
But please direct all of the product feedback. Comment. There's been some great stuff today from LinkedIn users and particularly the people in the feed last Sarah Robin. Thank you for that, Max. Your grievances are heard and understood. But this has been the HubSpot Helpline. Come to us next Wednesday, same time, 10 o'.
Clock.
Special thanks to Mr. Max Cohen for joining and wearing orange. So shout out there. We will see you next week.
Wait, wait, wait, wait.
After George has this one last, you
guys want to see the. The updated League capture app? Oh, if you guys gotta go.
Hey, but, but hang on one second too, because instead of Ready Bunch, could it be Hollywood Squares and could it actually be like HubSpot Squares and could
it be a game?
Okay, I'm done here.
Yes. Yes.
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It's Rob, it's George, it's Casey, Kyle and Chris. Admin calling, then tuning yo.
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