HubSpot Hotline Time!

Call in, then tune in. You can't miss this. Every Wednesday at 10, streaming straight from LinkedIn, helping with HubSpot. Building community is our philosophy, and we're so proud to be helping you with HubSpot. Aren't you so glad that it's time for the HubSpot Helpline?

Kind of wish that song didn't end. I am not Dharmesh, although I am in founder mode. Um, he's well. This is just a background, so let that be an Easter egg to the people that joined later and weren't here as soon as the show started. I'm Rob, the mayor of Inbound. I'm joined as always by the very orange-wearing, uh, George B. Thomas. Don't ask him what the B stands for, you can't afford it. Casey Hawkins,. I'm not going to mention Greyhound of the Helpline today because she is so much more than that. By the way, my wife said that you were her favorite cast member of the show and that she didn't understand HubSpot as well as she probably should just by osmosis, but she thoroughly enjoyed listening to you cover your segments.

So I get that a lot, actually. That's most of the feedback that I get.

It's all positive. So shout out to my wife who is on the road today, but she did say Casey Greyhound of the helpline Hawkins is her favorite, no offense to anybody else. And we also have Kyle Jeppsen, who is stewarding a new generation of HubSpot evangelists in. Would like to hear an update on that later in the show, but he is the OG. And in the background somewhere, taking all of our complaints and feedback, is Mr. Chris Carroll. He is unwell today, but he's still showing up like a trooper. How are we on this Wednesday, ladies and gentlemen?

Concerned about Dharmesh, but otherwise fine.

He's fine. John Lennon will not tell you anything, by the way. He is sworn to secrecy. And, uh, I'm just here. I was very inspired by a couple of posts. Dharmesh saying like, gloves are off, founder mode time, I'm ready to go. So no, again, he is— he's not been kidnapped. Um, but I am— I'm just hanging out. I felt very inspired by his awesome I would call it iconic background because he does a lot of podcasts, and whenever he is on video, I feel like he's in this, this area. So Dharmesh, if you're seeing this, this is just flattery. This imitation is the smartest form of flattery.

My understanding is that even though that is the actual room he broadcasts from, he himself uses a false background so that it's always just—

oh. Maybe so it's always clean.

Yeah, that's what I was thinking.

You mean there's not a fork behind him? Like you don't see the seasons change, you know? Yeah, yeah, it's timeless.

That's a good move. So the rookie move— I think he probably learned this— but using the same background every time means people can steal it, uh, and use it for their own, uh, purposes.

Like, who would do that?

Oh, nobody. Nope, just You know, crazy deranged people in orange attire would do it. Um, speaking of Casey Hawkins being the favorite on this show by my wife, we have to get to our initial segment, which is, uh, a recurring favorite. It's time now— pause for production— for Update of the Week. And I believe that you said this week's favorite update is— George, you got a drum roll for us?

Oh, I don't, but I need to get one, don't I?

You do.

Yep. Hang on, hang on. There we go. Close enough.

And she's muted. So we're off to a really hot start.

Wow. As always, as always, nailing this. Uh, so we covered 27 updates over 3 shows this week. Um, before I get to the number 1, I want to frame what stood out to me this week. A lot of the updates were not flashy new features. They were HubSpot quietly lowering barriers to tools that already existed or filling gaps that have been annoying for people for a long time. My top 5, uh, email workflows now in public beta. Previously, this was only available in, uh, limited private beta. Um, now anyone can request access. Automated emails triggered directly, uh, can trigger workflow logic now. Custom events is now available to Pro subscriptions. This was an enterprise-only feature until now. Custom events let you track specific actions, uh, adding line items through, uh, to deals through workflow actions. If you've been using custom code to do this, you can now do it natively. And contact email logging to create new contacts from logging emails. Previously, when reps logged an email that included someone not in your CRM, HubSpot now can actually create that contact automatically. It has been a gap for years, and Chris mentioned on one of the shows where we were covering this that it was always, like, an awkward conversation with clients when you were like— they were like, why isn't this person in the CRM? Why isn't this email logged? And you had to be like, well, they have to be added first. So happy to see that. But the number 1 update of the week, uh, unpublished forms. So I actually really struggled this week on which one should be my update of the week, but I picked this one over everything else because, uh, this one is pretty much immediately available and usable. You— there's not a whole lot of setup, there's not a whole lot of complexity to it. You can now take a published HubSpot form and unpublish it. And that makes it inactive. Anyone can, no one can fill out that form anymore. And it's really going to be impactful for anyone that's using forms for events, for contests and things like that. George, you mentioned when we covered this on the show that you just had a bunch of dead forms in your portal that were just sitting there lingering. So I'm really—

As many do. As many do.

Yeah, so really happy, um, to see this one.

So asking, uh, for a layman's explanation here, unpublished is, is not the same as delete. I would assume not. I would assume these were more for like temporal ideas, so like campaigns or things that had a set expiration date in your head, but previously you would either have to just leave them dead or not active or delete them entirely and then have to manually recreate them at a later Date was the—

well, and that's a nightmare. That's a nightmare because delete and data go hand in hand.

So, so yeah, if you deleted it, then yeah, then the form submissions are gone and everything like that, which is not what you want. Um, and oftentimes you want to still have records of the contacts that filled out that form. You just don't want new people to fill it out. Yep.

Very nice.

It is a beta still, so you still need to, um, request it at this time.

But now here's, here's what I think would be really interesting. And again, this is beta, but you know, I'm that guy, so I'm gonna push the limits. If somebody unpublishes a form, uh, they should get an instant notification of what page or pages it was located on so that they can then edit or modify said page. Or if it is a set of landing pages, because let's say they were running ads, 5 different landing pages, same form because it goes to the same funnel. Maybe they get a warning to then go unpublish those landing pages because there's now not a conversion point because the form just got unpublished. Like, these things should connect together somehow. In the future.

Do they not now? Because I know a lot of times when you're trying to like even archive properties or stuff, it shows like used in and assets and stuff.

Share my screen, share my screen, share my screen.

Oh, Casey's saying share screen.

Um, so it shows workflows. Um, I actually made a comment a couple weeks ago, uh, a LinkedIn comment, because Lists are not on here specifically, which was a pain point that I had when trying to migrate from the legacy tool to the new workflow, the new form builder. I wanted to know which lists— segments— segments, segments, segments, which luckily one of my colleagues was smarter than I was and just submitted the form and then looked at the test record and looked which segments they were added to. Um, I don't know why I didn't think of that. He said it and I was like, duh.

But it shouldn't be that way. Like, and that's the thing, like Kyle, this is a beta, right? And so when, I mean, again, if you, if you go look at the beta thing, I don't think there was anything in that of like, and if you unpublish form XYZ will happen. I just wanted to state that so that the product team can think about, oh, Well, yeah, after this comes out of beta, we should make sure— and they might already be thinking about it, by the way, I'm not that smart, um, but if once it comes out of beta, if somebody unpublishes, then XYZ should happen. And I agree with Casey, what you're saying, there should be a list of all the things that this form would be connected to that we might need to pay attention to.

Yeah, because I don't see— I don't see pages on here either. Workflows is the only thing here. I usually, if I'm trying to find what pages a—

you gotta go back one.

I go to submissions too.

Oh, go— yeah, go back one, and then over there there's a— there's a link where it appears on XYZ page, and then you can go to the right.

Yep.

So imagine, because that's there, you unpublish, it sees one place, two place, five places. I wish I could be Rob Jones and turn that into a Dr. Seuss rhyme somehow, but like can't, um, and then all of a sudden you'd get a notification of like, you're impacting these 5 landing pages.

Hold on, Casey highlighted some text that said you can't unpublish if it's used in places, right? So like, if you just choose— I mean, this is a leap of faith, but if you choose one of those forms that's used on like 5 pages and try to unpublish it, Casey, oh, what happens?

Blocking, I wonder.

I'm checking, but also I'm waiting to be added to the beta, so—

Oh, oh, this is a private beta you're not in yet.

Okay, well then, yes, I was, I was trying to, I was trying to be cool about it and act like I was more prepared for this than I actually was.

So if this is private beta and like that is called out in a bullet point, this is clearly something they're aware of, right? Like, that's, that's great. I, I thought for some reason this is a public beta, but They'll do some more work before it gets there.

One form, two form, uh, beta only, we mourn. There you go, George. Hi Christine!

Wow, love Christine.

I'm big fan. Yes, hugely fan.

Same. I am definitely doing a LinkedIn poll later today to ask for who's everyone's favorite member of the Helpline.

Wow, just make sure you block me. We need to have our votes. Throw them to the camera. Kyle, sorry, bud, but, uh, I'm out. No, I would, I would vote myself out.

I do, I do not want, I do not want to be in a HubSpot beauty contest with Kyle Jepson. It will not end well. I will be sad for months and I just don't want to do it.

I don't know if anyone saw that. That was not an effect to my knowledge and my knee just snapped in half watching you do that. That was wildly impressive. I know you're standing right now, but I thought you'd like MrBeast style vanished. So very well done. We're getting better at the production value of the show. We have some time before we get to quick win according to my, yeah, we have a couple minutes, something like that. So I know that the team right now, product team has, and Dharmesh, who I'm shouting out today with this background, have referenced the small quality of life 1,000 smile, like, style of improvements they're making right now.

For—

I would, I would almost contend that somebody that was not an HubSpot admin or didn't have that type of experience would almost logically say, well, if something exists, the step before, like, yes, no, black, white, binary deletion is a pause status. And HubSpot has been around for long enough to make me think, like, why has this not existed until now? What, what other types— I mean, that seems to be kind of the thesis of a lot of the improvements and product updates as of late. What other things like that would make people just say, like, I cannot believe that this didn't exist till now? And we're not summoning Chris with CPQ and all of those things that are, like, great to haves. I know they're focused on, but other things in that vein of, like, this doesn't even make sense that that unpublishing wasn't an option until now.

Is this— oh, so it's things that do exist, or is this an incognito wishlist of like, yo, HubSpot?

Well, we have the, uh, Pipeline Gripline as a new segment later, so not there yet. Just more of a, more of a thought with this being the example of it. It was Casey's like top 5, number 1 update of the week, and it doesn't seem to be something brand new. It seems like something that's for lack of a better term, overdue? I feel like people might say like, this is way overdue that this exists.

I, I talked to you, George, early last week, I think it was, about having like a staging section for workflows. Yeah. Um, so we just recently— you can revert changes on workflows, and that for me Immediately I was like, that's great, but like I often have to edit a live workflow. Yeah. And there's no staging area the way you can do that for emails that you might be editing. That's like a live automated email. And workflows feel like a really big place where I'm doing that and I shouldn't be— I shouldn't have the power to see that live.

I mean, listen, and then again, again, this isn't a gripe, but um, a content staging, air quotes, like we have for the CMS but for workflows would be about the dopest dang thing. Like right now I have a client where we're about to work on a workflow that is on and has, oh, I don't know, 120-some thousand humans in the workflow at this point. And all of a sudden we want to switch from like 4-day, 5-day, 3-day, 10-day delays to now making it like 10 days before this property date. And I've been using HubSpot for a long time. I don't get nervous about much, but I sit and stare at that workflow and the changes that are about to be made and go, what?

What?

Well, I mean, I've been interviewing people to have a better sense of the voice of customer and how HubSpot is actually used and for what purposes. And a really illuminating conversation I had was with somebody that does like behavioral health services for sobriety homes. And so in, in the context of how they're using it and what their workflows are doing, they are not customers that are being marketed to or whatnot. They're guests. Like, that's how they view them.

Yeah.

So Casey's post recently about a sequence delay, like the minimum time is like 1 day, that needs to be like 10, 15 minutes or less or hours as an option. So those types of things where the standard or like the minimum threshold has been a day, just as this example up until now, is like, as HubSpot has gone deep with some of the features and now the breadth seems to be expanding to include different use cases, how often might something like that be turned up as like a stone that was, you know, overlooked for, for quite some time? Something as simple as like a day is the least amount of delay I can put in here. That just seems odd to me, and it seems like, again, with the growth of HubSpot into new markets like the one I just mentioned, that those quality of life improvements will surface themselves more often.

I feel like where Kyle has become a professional listener of product needs, I've become a professional complainer about product needs.

Yeah, but well, this is a great time. I know this is where you were going to not gripe, but to celebrate some quick wins that would be possible because we do want to give HubSpot a lot of credit. So we're transitioning now into our next Casey Hawkins-led segment, which is Quick Win of the Week. Casey, once again, take it away.

So my quick win of the week is one that I got to show a client recently, and I was— I love when I'm able to show clients, like, quick things that exist in HubSpot. Chris, you can go ahead and put my screen up. So for this one, it is— this is relevant if you are creating a property in HubSpot, specifically if it's a radio select dropdown, anything that has options. Anything with options. And when you click the add option, that will give you just one individual slot and you can kind of add things in that way. But what's really cool is the load options. And I use this paste a lot and the presets are really great too. They have things like state is one that I use really frequently, the United States, entering those in. But the one I really want to show is from property. So if you have a record, um, let's say you're looking at the HubSpot subscription, if you're a consulting agency like I am, I might already have that property on the company record. But if I wanted to push that over to the contact record as well, I can actually take from the original property. Um, from— what did you name? Okay, account. I couldn't find it in there, but you can copy from HubSpot tier load options, and then those are going to just pop in here rather than me having to retype or remember which ones. This also makes it easier if I'm mapping, especially from a contact to a company, which I often map those properties over for many reasons through a workflow., but knowing that I automatically have the same properties listed.

That's it. I missed the setup. Was— is bakery order frequency, uh, a way that you can just say that you're cooking up quick wins this week, or is this something you're— okay, that's it. Well played. Well played there. That's, uh, for those keeping count, that's George's third sigh at a failed joke attempt that I've made. Kyle, you got to get on the board here. It's currently Rob 3, Kyle 0, so in, in an effort to get Kyle on the board, um, in a non-HubSpot kind of way. But here's some applause. I believe Kyle has a, an update to our something that we all want to know about involving Joan of Arc. More, more details, Kyle?

Oh yeah, so, um, some of you probably know I've spent the last 3 years, uh, championing the idea of an animated musical about the life of Joan of Arc. I've written a script, I've partnered with a songwriter, she's written music, we have an animation studio on board, an executive producer. This year is the year we hope to start like seriously fundraising. And to that end, we just had a significant victory a week or two ago. We got a signed letter of intent officially attaching a director to this project. And I don't expect name brand recognition unless you're deep in the, the, uh, the animation fandom. But my movie is going to be directed by Tony Bancroft, who directed the 1998 classic Mulan and, uh, animated Pumbaa in The Lion King and Iago in Aladdin and Kronk in The Emperor's New Groove. He's officially committed for 3 years, and if we can raise the funding in that time, he is our director. So the guy who directed Mulan is going to direct my, uh, Game of Arc movie.

Dude, that's dope! Wow, Kyle, just want to say that's huge news. Thank you, Kronk. He's getting directed by the guy that made the poison for Kuzco.

Yeah.

Oh, very— now see, that was good, Rob.

That was very good. No, I hear it.

Just respect. I'm a man of few talents, and doing a Kronk impression seems to be one of them. Um, yeah, that is unbelievable. I thought you were going to announce that I was, uh, set to come on board as a, uh, consultant for Suno AI-generated musical components to add. But no, no, no, no, we're not announcing that yet. Got it. Okay, that's fair. Um, well, congratulations. I know that at least half of our audience, uh, who are numerous today by the way, wanted to hear any updates pertaining to Joan of Arc. And having, having Tony Bancroft on board is massive. So you have to raise the money within the next 3 years for him to like— that to not expire, like fall off the—

yeah, yeah. But like in the meantime, uh, the first He's like, you know, just to make sure this is valuable for you, send me your script and I will, I'll do one round of comprehensive feedback on story development, character growth, all that stuff. So he has my script and is reading it right now. He's going to review it in the next month. And yeah, our hope is that this year we can organize with Tony consulting with us a short proof of concept, right? Instead of raising the millions and millions of dollars for the full-length thing, raise a few hundred thousand dollars to make like a 5-minute, uh, one song, one scene sort of proof of concept, and then shop that around at industry events and stuff. And, uh, that he would direct that too.

So that's, that's so cool.

So cool.

A lot of congrats coming in in the chat. Um, not as cool, but my 7-year-old, about to be 8, is, uh, officially learning to tie his shoes.

So there you go. All right, hashtag winning.

Hashtag winning. When it comes to like things that were skipped and quality of life improvements, uh, that's the metaphor I have is like he can do adjectives and like some long-form addition and subtraction, but shoes just seem to never, you know, never get included in the beta list of updates. Um, not easy to transition from that, but we wanted to say that I think George had this update, Hug Leader applications. Hug Leader, that is— I've seen that coming around. Kyle, maybe you can speak more to this, but if you want to be a hug leader, you can now.

There you go. Yeah, applications are open. I, I haven't looked at the application this time around. I know sometimes they really emphasize we're looking for location-based hugs or we're looking for topic-based hugs. Uh, I don't know if there's a particular emphasis this time around, but hugs are great. And I think especially if you are in a location that doesn't have a hug, in-person meetups are Invaluable. And if you have any sense that there are at least like 5 people in your town that use HubSpot, you should, you should do that.

So this might accidentally summon Chris, it may not. Kyle, I think he's got to go sign autographs from people after the news, so he might be just a moment. But Chris, if you want to come in, I thought that in-person hugs— I know they were removed for a while, I know that they came back— are they, are they returning? Do they exist now? Is that a thing that exists in certain locations, or is that part of what the Hug Leader application is is suggesting is that if you want to become an in-person hug leader in an area, that you can do that as well.

They exist now in certain areas. There is— yeah, they exist in certain areas. They— I mean, so I'll just say I applied just this morning because there is not a Hug, a local Hug in my area. So I was, I just threw in an application this morning specifically for mine. Sorry, I'm just trying to get this up.

All right. Yeah, I know that Austin or that area had one. I know that those typically larger areas have one, but to your point, some of the smaller, like I know Jackson doesn't even know really what HubSpot is, so we would not have one down here in the South.

Yeah, so there's one in Boston, like Buffalo. There are some like smaller— some places I— not saying I know everywhere, but some places that I was, uh, surprised to see on the list, some smaller areas. Huntsville, great.

Lansing, big, big hubspot community there, I guess. Big hubspot outcropping in Lansing, uh, Michigan.

Yeah.

Um, but yeah, so all of that to say, like, just because you, um, you might have a smaller area, but there's some, you know, not all of these are the Bostons, not all of these are the New Yorks. Um, definitely a time and a place.

I will— I haven't heard George's, uh, amazing XM radio voice in quite some time, so I'll let him speak to this. But for you, you could do radio 100%, George.

We've talked about this. Maybe that's, uh, that'll be my retirement plan. Maybe I'll find a local station and You know, yeah, smooth, sultry sound.

Look, the question I had to let you talk about this was for anybody considering, uh, applying to be a HUG Leader or even going in person— I guess virtually is kind of an afterthought here just for the question I'm going to ask— but what are the benefits to HubSpot networking and HubSpot Connections in, in person? As somebody that's been in the ecosystem for as long as you have, I feel like you could speak to the types of relationships, the things that you could learn, and possibly the benefits of maybe putting yourself out there? For a lot of people that are, you know, I think Casey's spoken about this, more comfortable like not on camera or behind the screen or doing that, what are the benefits to like attending one of these, uh, Hug events?

Yeah, I mean, listen, I've, I've attended them in two different ways, as an attendee but also as a speaker. And so if you want, usually dependent upon the hug, especially if it's not virtual but in person, Usually it's at a cool location. Usually there's some fun things to do besides what you're going to do during the meeting. There's usually some beverages, there's usually some food. So it is a really easy way. I'm going to use the word network, but I don't mean network. It's just an easy way to be human, to talk to people, to learn things, to ask questions. And you can't get much more of a like-minded group of humans, like you're centered around HubSpot, right? It's not like you're going into like some massive conference center of like sales, marketing, and every— it's like, it's— and they may do different things, but it's all about HubSpot. And so from an attendee standpoint, some of the funnest times I've had and some of the personal relationships that I've had, like, listen, I'll give you an example. Um, I met Rachel Cougar at a Charlotte HubSpot user group And then years later, sat beside her on a plane coming back from inbound with my wife, me, and her, and was able to have conversations. But it's because we met at a HubSpot user group and then just kind of became friends and contacts, you know, throughout the years. And so, like, it's not— it can be long-lasting depending on what you put in it. But then on the other side, Rob, and then I'll shut up, is like You can learn a lot. Like, and so taking those intentional times to learn from other humans and just generate ideas of things that you maybe didn't ever think about, and again, virtually or in person, I just think is a smart move.

Yeah, the context, the in-person stuff is good. I would argue that you can even, you know, if digital is the only way or there's not one in your area, attending those. This has happened Maybe, maybe not this week, but I feel like 2 out of the last 3 weeks I brought something. I think the acquisition of, uh, I've forgotten it now. HubSpot moves so fast. But I've brought stuff to this group who is like some of the most well-informed, up-to-date, aware HubSpot people on the planet that you weren't aware of. So even if it is something that is networking, yes, learning new skills and learning stuff, but awareness of like, I didn't even know that I should be concerned or caring or be, you know, apprised of this. Specific HubSpot thing. That's another, another way that you can just kind of broaden your, your awareness with the HUG.

And I think, I don't know how I want to say this without sounding like a douchebag, but, but like, if, if you don't have an open mind and you ain't learning something new every day, you stupid. Like, point blank. Like, and so whether it be virtual, whether it be this show, like I wake up every morning and I, and I think most humans do, or I, I pray that most humans do. I wake up every morning wondering, what am I going to learn today? Right? And again, this philosophy, whether it's with your HubSpot portal, it's yourself as a human, whatever, like 1% better each and every day. And what can you learn and what can you activate and what can you implement to actually make that happen? Okay, that's a different podcast, I feel like, maybe.

We are gonna skip Feedback Frenzy because number one, Kyle's not here, and two, I— yeah, he had the, the flood of people, uh, at his—

I'm still gonna go on the record.

We will not give out his residence. People apparently— people found it out with enrichment data available on HubSpot.

There, he's back.

I'm back, I'm back.

I don't know if you can hear the construction work. I'll be in and out, but let's hear it, George.

He's saying construction work. Those are people knocking on his door for—

listen, John Hancock. My, this is my feedback. Hopefully sometime before 2028, we'll actually have deal properties on forms. Okay.

I'm done here. So, uh, being the host and showrunner with Chris off, uh, we have 2 or 3 minutes. We're going to get into another part of a voicemail about GDPR, which I was today years old when I learned that means a great deal of privacy regulations. That's number— yeah, George didn't sigh that time. I already, already tested that.

I, I knew that you were going to use that when you said it in the Green Room. I'm like, yeah, that's, that's coming later. So I prepared myself for that one.

For the audience that heard that the first time, George didn't laugh the first time either. Don't know why I tested that again. Um, but so we're— I wanted to say something to Casey real quick to put a bow on the admin hug. Whenever I first started doing shows or lives or whatnot with you, you seemed a lot more nervous, shy, um, about being on camera. I think you mentioned that. And going back to the beginning of the show, you're now my wife's favorite— very confident, very well-spoken, very knowledgeable. You display that. You now do this kind of stuff multiple times per week. And so even if it's putting yourself out there, like, there's like this psychology phenomenon called like flooding, of like repeated exposure to something that you might not be as familiar with, creating less fear or anxiety about it. As somebody that has interviewed Yamini and that has speaking weirdness a lot of times, doing this has helped me kind of overcome that fear. So I just wanted to shout out to Casey, Ms. Greyhound to the Helpline for being a— Yeah, yeah. More applause.

Yeah.

For being a good example of that and a good steward of the HubSpot orangeness.

Anyway.

Love it. We are getting into our voicemail of the week. I believe it is a part 2 from last week with the last 10 minutes of the show. Mr. Carolyn, whenever you're ready, George will dive into this.

And then the second question is, we're having trouble with the double opt-in system and trying to implement something for a marketing manager. He's trying to get more subscriptions to his email. However, they're in, in the EMEA region. And, uh, there's GDPR issues that we have to deal with. We have GDPR turned on in our system. We have double opt-in turned on for some forms and pages, not all. I've attempted— so basically what he wants to do is have the contact sales form or, you know, any of the one-to-one forms also have a checkbox, to allow them to sign up for the EMEA newsletter, uh, and with them checking that box, it's supposed to send a manual subscription type confirmation message. I've crafted the email, it's got the button in it that's linked to the subscription confirmation. I've tested it on just the form itself and it seemed to work. However, once I actually put it on a page in our system and tried it, Nothing seems to work. You click the button on the email and it just brings you to the subscription page. Doesn't actually have you confirm anything. So I was just wondering if that was an issue with the DOI system and not allowing single opt-in and double opt-in basically to happen on the same form, or if I'm just doing it incorrectly, or if I need to turn GDPR off and create a manual system. Um, that would be great to know.

All right, so let me talk through this, a couple different things. One, when I heard the voicemail, my immediate question went to why do we need to have double opt-in? Because there are a lot of humans who don't use double opt-in. Also, if you don't know, there is a basic double opt-in and an advanced double opt-in, and the advanced double opt-in is why in the voicemail he was able to say on some pages in some forms. So that's like a first question of like, what, why do we have to have double opt-in, or is that just something that is historically left over from like the way that we used to market versus the way that we might market today? Um, the second piece of this is, uh, it's not necessarily the system that they're trying to build has anything to do with GDPR. GDPR and the thing that you check with the checkbox is just basically saying they have the consent and understanding of their information and the ability to delete, remove, all that kind of stuff. Really where my brain goes is whenever we do this for other clients, let's say they want to subscribe to a newsletter when you're also filling out this form for this ebook, this guide, this checklist, usually what happens is we create an individual check box property, and it's like, uh, subscribe to XYZ newsletter as well, which by the way, we don't automatically check that box because that's just not the human thing to do, but we have the box there that people can check. What happens after they check that, we handle the subscription side of this behind the scenes because the only place that the user can really go is to the email preference area to be able to understand this idea of they are subscribed or unsubscribed to it. So what we do is when they hit that checkbox in the form, it will be the trigger to a workflow, and that workflow will make sure that one, the human who has filled out that form and checked that box to get the newsletter, one, we make sure that their marketing contact status is marketing contact, and then two, we grab the communication subscription preferences action out of workflows, and we subscribe them to said EU newsletter or whatever the newsletter they're trying to do. Um, and we give it like the legal basis and why they're actually being added, because they filled out a form and submitted this thing. And so then they're automatically just subscribed to it at that point, which means two things. One, we have a subscription type that people can use for the newsletter, and then we make sure that we build a segment Earlier in the show, Casey called those lists because that's what they used to be called. But we built a segment, so now they have the EU or the whatever newsletter name segment that they can use to send to people by using also then the EA, EU, BA, whatever newsletter subscription type when they're sending the email. And now we've created a full system because we've got the subscription type, we've got the checkbox, we've got the workflow, we've got the segment. And he already said that he built the email Now that's the system that you build. Meanwhile, they did check the GDPR compliance box and your butt's covered from a government standpoint, which by the way, you can do a quick HubSpot GDPR search if you're just curious about like what all of this stuff means other than the name that Rob used as a joke.

Um, good deal of privacy regulations.

Yeah, you can go to hubspot.com/data-privacy-gdpr Uh, you can even go to a knowledge article that is just Manage Data Privacy Settings in Your HubSpot Account. You can even go to hubspot.com/integration/gdpr-resources, or I would even suggest that you could go to HubSpot Academy and there's literally a GDPR, or General Data Protection Regulation, Everything You Need to Know, uh, course. That you could do as well. So one, I think it's like learn more about GDPR and what that really means. Two, do we need double opt-in? And three, now you have the framework to build the system. But Casey, curious if there's anything else maybe I forgot in there as I was ripping through it.

So I'm listening to the voicemail. It doesn't necessarily sound like they're using the out-of-the-box double opt-in, right? It sounded to me like they were doing like a workaround to make a double opt-in instead of just using what was available. Am I— was that— did I misinterpret that though?

I've missed that. I don't know. I don't know. I feel like it was just the advanced double opt-in, but I could be wrong on that too.

A note from Chris in the background who is, uh, trying to help Kyle with autographs. I don't think they're at the same location, but He says, please note, just because the GDPR box is checked does not mean you're automatically compliant. It just helps you be compliant. Compliance ultimately is still on you. Yes, sir. A note so that we don't get in legal trouble. We wouldn't want that. All complaints, GDPR questions go to chris@hubspothelpline.io.

And yes, I am not a lawyer, nor do I play one on this podcast.

So yeah, right. Uh, we have 2 minutes left. I would like to throw this to Kyle, who has been busy signing autographs and getting Joan of Arc updates, for a final word on the show. And, and really, I would like— I mean, I'm sure people would like kind of an update after— I think it's been a month now since the first, maybe more than that, round of like, I am seeking product feedback, um, and people giving it to you. What's, what's been kind of the response and some things that have shipped or that have happened from that? We would like to know how how that endeavor is going on your end.

Yeah, so it's really interesting, um, just because I have for the last several years been the guy who hops on LinkedIn on a daily basis and says, here's a new HubSpot feature, um, people have, uh, always been very willing to send feedback to me, and I've always been very willing to try to do something with it. But the HubSpot has, you know, 9,000 employees and at least that many different Slack channels, and It was very hard for me to find the right place to put that feedback historically, and it was hard for teams like product teams to know how to prioritize it, what to do with it. HubSpot has had a complete reshift, reimagining in product priorities and how they think about feedback, and that is now like top priority for everyone. So there are just like now 1 or 2 key Slack channels that anytime I get anything on LinkedIn, anytime I get a, a message from someone, anytime something comes up here, um, I screenshot it, I copy-paste it. Sometimes I'll do like a screen recording to pull out a video clip, and I just drop it in that channel and they triage it and get it to the right team like same day. It's incredible. And, uh, a lot of it is in— like, I would, I would say historically HubSpot has been all in on R&D and what big new flashy things and new products can we launch. And if we get some quality of life updates out also this quarter, that's great. Now that is totally flipped, as you've called out with our mesh and other places. We are all in on those quality of life updates. And when you say things like 4-month publish feels overdue, those are the things we hope to close and fix in 2026, right? And so I'm really optimistic that you're going to feel like when you put stuff on the ideas forum, people are actually responding and people are actually shipping some of those things and you're getting clear communication and regular updates. If you share something with me, I'll be able to come back within like 24 or 48 hours and say, hey, got it to the team. Here's what they said. Right. And I think that's really great. One funny aside, a couple of years ago, I don't know if anyone remembers this. I was all in on the idea of cheat sheets. I made these little like PDFs and like, here's a guide to setting up properties. And I made one for objects. And like, the whole thing is just like, it's really hard to define what an object is in HubSpot. If you define it this way, here's your list of objects. If you define it that way, here's your list of objects. But these ones over here don't do the same thing. And the last page of it was just like this grid I built with a list of objects and like features across the top, like custom properties, index page, workflow support, form support, all the things. And then like checkboxes and Xs to help you visually see it. And I just built that to help people navigate the confusing landscape of HubSpot architecture. The product team found that, and that is like their roadmap, right? And they're talking about like, when you're on stage at inbound, we want you to have a big printed version of this that you're gonna tear in half and say everything works everywhere now, right? Like whether or not we actually get there by inbound remains to be seen. I don't mean this to be a promise, but that is the attitude and the sentiment on the HubSpot product team right now. Like we want everything to be, as consistent as it ought to be, right? We talk about unified customer platform and stuff. We want to deliver on that at even down to the most minute details. So I'm really excited about it. And yes, please send me your feedback because they want to know where the pain points are. They want to know where the inconsistencies are.

So exciting. I love that. I, I have one hopefully short question. It's kind of like a Paul Harvey to end this, so we'll try.

We're 2 minutes over here.

Yeah, the rest of the story here. So doing all this and getting feedback, I'm interested if there has been a time thus far in the last month, month and a half, 2 months, whatever it might be, that you ask for feedback, someone gives you something that stands out to you, you submit it, and then you're able to create a video with that thing being delivered from the product team? If that's happened, like, how rewarding is it and how easy does it make your job as like evangelist to say, not only do we hear your feedback and are acting on it, but I can then turn around and give it to the rest of the community?

Has that happened yet? That That has happened a little bit, and I expect it to happen increasingly because very often what happens when I take this feedback to these couple of key Slack channels now, they tag in the right product manager and that person comes and says, yes, this validates what we already thought. We're going to have that out in, you know, next month or Q2 or something like all of these things are in flight. It's not very often that one of these little things is actually such an easy fix that an engineer can just turn it around today or this week, you know. But like, I, I really expect that a lot of the content I make, you know, April, May, June, and especially the second half of the year is like, hey, this person reached out to me January 18th and look, now here it is. So now, you know, whatever it is. So, uh, I'm excited to see exactly how that develops.

I love that. I think it's a great place to end the episode. Thank you for joining the HubSpot Helpline. On behalf of Chris, who's not picture today. Casey, George, and Kyle, we'll see you next week, same time.

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