Time to chat about HubSpot and the many updates you may care about.

In this informal, panel‑style episode of "Wake Up Customer Platform," hosts Chris, Casey Hawkins, and George B. Thomas walk through a series of HubSpot product updates released in early 2026. After a brief pre‑show banter and a reminder about the live HubSpot Helpline (11:15 AM ET), they dive into each new capability, explaining what it does, why it matters, and how users can leverage it. The updates covered include: (1) Quote associations to custom objects, enabling quotes to be linked to any custom record (e.g., a car model) for tighter revenue tracking; (2) Show/hide pricing‑tier visibility on quotes, giving sellers control over what buyers see; (3) A redesigned email editor for ticket‑automation messages that is now available to all Service Hub users, allowing branding without a Marketing Hub license; (4) Inline association tables that surface related records directly on CRM index pages, reducing navigation clicks; (5) Expanded brand support for invoices, payment links, subscriptions, and checkout pages, ensuring multi‑brand consistency across the buyer journey; (6) Cleanup automation that automatically deletes unused reports on a monthly schedule, with a 90‑day recovery window; (7) Dynamic prompt suggestions in Breeze Assistant, which now surface AI‑generated, role‑aware prompts based on page context; and (8) TikTok integration, letting users draft, schedule, publish, comment‑reply, and analyze TikTok content from within HubSpot. Throughout the discussion the hosts share use‑case anecdotes, express enthusiasm for the new capabilities, and encourage listeners to try the features and submit feedback. The episode closes with reminders of upcoming live sessions and where to find the full update blog.
Chapters
Sa.
Oh, my gosh. He's restarting his computer again. Are you kidding me, Casey? And. And it wasn't. It wasn't the music this time because we didn't. We didn't. Huh?
We can't blame it on the music this time.
We can't blame it on the music. No, we can't. So Chris will be back in a second.
I can hop over to the other one and.
Well, yeah, we'll see how long it takes him to. We'll see how long it takes him to get back, but if you want to do that, that's fine as well. And then we'll get this show on the road for sure.
Yes. I'll just jump over there. That way we can go.
Yep. Well, hello, everybody. Another day, another episode.
We're nailing it, as always.
Nailing it, nailing it.
Right?
And holy. Oh, I need to be in the right portal. I just. I about had heart failure because I was in a portal that I hadn't looked at updates and it told me I had 36 updates. So let me get in the right portal too, because. Yeah, that's much better.
Yeah, six Also just worth calling out. Calling out, if you will.
I should give you the little like. What is. What is that? The little like. There you go.
The call in show the HubSpot Helpline. We will be live today at 11:15 Eastern. Will be back, the three of us, hopefully with Kyle and Rob as well, and we'll be answering your questions in real time.
Yeah, we will. Yeah, we will.
Getting. Getting better at taking this unplanned handoff.
We are nail it at first, actually, George.
Well, my slack went off and I saw the word restart in Chris's name and I'm like, okay, let's roll. Been here, done this, Been here, done this.
I waiting for my queue and totally was like, wait, what? What happened? My queue.
Yeah, well, one variable checked off the list, not the song. Yeah. Causing the problem. So we are making progress there. Sounds like you guys told everybody about HubSpot Helpline later today.
We did,
which means I get to get into some updates now as everything nicely reopened. Like nothing was ever a problem. Yeah, Quote associations to custom objects. And honestly, at this point, folks, between quotes and line items and custom objects or not custom objects and all of the things that we can now associate with each other that we've never been able to before. I'm just going to read the updates every day. It feels like we probably went over this one already, but it could have been line items, could have been you know something else? So what is this one that is live? Customers can associate quotes with custom objects. For example, if a customer creates a car custom object, each quote can be linked to a specific car model or trim, ensuring the quote reflects the correct configuration.
Why does it matter? Linking quotes to custom objects keeps everything in one place, making it easy to reference quotes directly from the object and ensuring accurate reporting.
Very nice.
Yeah. And I'll highlight like the use cases where the world where there's another object responsible for revenue. That's not the deal because sometimes people buy stuff after closed one and there was no sales process. This, this is going to make it a lot easier to still assign like things like quotes to those things so that you're not losing track of of revenue in the way that you want to. Number two, show or hide pricing tiers on quotes.
Oh, foreign.
I'm intrigued. What is it? Tiered pricing allows product prices to adjust based on the selected tier. When using tiered pricing, you can now control whether the pricing tiers are visible to buyers on quotes.
Why does it matter? You may not want buyers to see how you determine the price of a product when using tiered pricing. With this setting, you can control whether this information is is displayed to buyers at both the quote template and quote level. Both the quote template and quote level.
Okay. Interesting.
There's a demo.
Yeah, that's a good video here that you should watch if this is interesting for you. The options are show pricing tiers or show effective unit price only. Lots of screenshots in here.
Actually tons of good info to go look at.
Yeah. To learn more there. Number 3 today Edit Ticket automation messages with the redesigned email editor. What is it? You can now use the full power of HubSpot's redesigned marketing email editor to edit and modify the design of your ticket received and ticket closed messages. Even if you do not have a paid subscription to Marketing Hub. What now? You can easily add colors, images and logos to your email to create branded professional looking communications.
Wow.
That is a precedent folks. Wow.
Why does this not have a major tag on it?
Yeah.
What the. You're getting something without paying for something in HubSpot to be able to do better. All right, Casey, why does it matter?
Service, Hub Starter, Professional and enterprise users now have access to responsive design, drag and drop modules, powerful branding controls.
Wow.
Wow indeed.
This is really cool. This is very cool.
Yeah, I mean I, I, I'm kind of shocked.
New world, folks. Yeah, that's it though. We're sending so many other kinds of emails now through HubSpot that are not marketing emails.
I feel like, and maybe I shouldn't go down this rabbit hole, but I feel like historically people have not started with a Service Hub subscription, so there wasn't like the need for this. But now as Service Hub becomes kind of independently a strong product.
You mean useful?
Yes.
Yeah. Not that it wasn't before, but just we love you, HubSpot.
Yeah. Whoops. That's certainly part of it. Yeah. I think this has been a struggle. Like if you came in not at Marketing Hub anywhere. Yeah, right. Like it was, it was a struggle to find out that you wouldn't be able to do stuff like this from the platform where you're supposed to be able to do stuff like this unless you paid. That's why every forum ever thinks the price of HubSpot starts at $800 a month.
Yep.
Because that's the cost of Marketing Pro and the cost of nothing else.
Yeah, right.
Like, and this is like, when we think about experiences throughout the the process, the understanding in these situations has kind of been like, well, it's transactional. We just need to say open or close, whatever. It doesn't need to be designed, it doesn't need to be branded, doesn't need to give any kind of experience that matches the rest of our whole communication structure. And people are just going to get this super awkward looking email because we can't do these things no longer. This is awesome. Kudos to HubSpot. Another awesome update. Inline association.
Your very cryptic post now makes sense, by the way.
I knew that it would.
I'm like, context please.
Yeah, all I did was I shared a screenshot with like mind blown emoji. And here's your extra context, George.
There we go.
What is it? The inline association table lets you see and act on associated record data directly from any CRM index page.
Why does it matter right now? You can't answer key questions about your business from the index page, like which contacts have an associated deal closing next month. Getting that answer requires clicking into individual records or cobbling together workarounds, which is slow and frustrating. The inline association table brings cross object context to where you already work, so you spend less time navigating and more time acting.
So there's the image that you shared, Chris. So am I looking at this right? And that's three companies that are associated to these six deals. Is that what we're, what we're looking at here?
No, no one company.
Oh, it's opening. It's opening. Charles Rogers has six associated deals and then Wood Ink. We're not looking at. Ah, I got it, I got it.
Yeah, yeah, yeah, yep. So companies up here, we're looking at companies index screen and just that alone, like we're on a company's index screen. We can see a list of deals.
Yeah, that's dope, right?
Like this is huge.
I like that there's a search feature in the drop down area too. So like if it had 32 deals and all of a sudden you wanted to find one of them, that's pretty awesome. Manhub spot.
And you can filter and you can like sort within the sort. Like you could sort by deal stages for example too. If you were just trying to find open deals or something.
That is editable too. Probably.
Maybe. Yeah, I think so. The good thing is it's all hubs and all tiers, so that's beautiful as well.
Wow. Yeah. Yep. HubSpot's being generated columns and use bulk actions to update records without leaving the page.
I wish I could hit the request beta button. That would be. Yeah, nice.
Yeah.
Somebody mentioned on LinkedIn yesterday that it filled in like 15 minutes.
Oh man. It's like when you're getting concert tickets and you got like five people on 17 phones.
Yeah.
How do you, how do you do that? I need to build an AI that just looks for when betas are released and can press a button for me. Come on.
Well, they have that new beta for developers that will auto enroll you in all betas.
Oh well, let's go bring it over.
Yeah, right.
All right. Brands support continues to expand across the platform and today it expands into invoices, payment links and subscriptions. What is it? If you have the brands add on, you can assign different brands to invoices, payment links, subscriptions and checkout pages in Commerce Hub. So each transaction reflects the correct logo and brand colors?
Yeah, why does it matter? Businesses with multiple brands need to present the correct branding throughout the buyer journey, avoiding confusion and maintaining a professional appearance. Brand support provides a cohesive buyer journey from marketing to sales to. To payments.
We need that cohesive journey if you want people pay us money.
Yeah, this is super nice. I used, I had a client a while ago that was using brands and they're like parent company was not like a brand anyone would recognize. It was all of the like child brands that people were using but on invoices and like all of this stuff used the parent company's brand, which yeah, anyone would be like, what is that?
Yeah, it gets awkward pretty quick. That's when the brand's add on is really like can do a lot of work for you, and that's why they require it in those moments. Number six Cleanup Automation for unused reports. What is it? Account Cleanup Automatically deletes unused reports to keep your HubSpot account organized.
Why does it matter? You can now easily manage report clutter in HubSpot accounts. This feature helps you remove duplicate or outdated reports created by various users, maintain a clean, efficient reporting environment, and save time on manual account maintenance.
Makes sense. Once enabled, the automation will run immediately and on the 1st of each month. Delete reports unused for the specified time period, and send you a notification after each monthly cleanup. Don't worry, you can recover deleted reports for up to 90 days from the recently deleted section in the Reports tool
and the cleanup thresholds. Three months to three years. I think I remember when this first came out. I immediately got a little stressed because I have some reports that I really only reference for, like annual reports or, you know, quarterly and things like that. So knowing this goes up to three years makes me feel better because if I haven't opened it in like even a year and a half, then probably.
Probably. Right?
Yeah. And worst case scenario, you're just, you're building a new report like the year after that. If you really, really need that, that question to be answered. Yeah. So give yourself permission, folks. Like, if you set a time and then within the 90 days, you don't go looking for that report, like, yeah, you probably, you probably didn't need it clean up again. This is available at the enterprise level. Dynamic prompt suggestions in Breeze Assistant what is it? When users open Breeze Assistant, they can now see AI generated prompt suggestions organized into actionable categories like how do I summarize and create? These suggestions are dynamically personalized based on the user's role, permissions, available portal capabilities, recent conversation history, and current page context, replacing the previous unpersonalized suggestions.
I like that little ending. Why does it matter? Users no longer face a blank assistant interface, wondering, what can Breeze do? The AI actively guides them towards capabilities they can use based on their role and context.
If I had a dollar for every person that has asked me that in the last like 60 days. So what can I do with Breeze? I'm like, what can't you do with Breeze?
You'd have a few dollars, I'd have a few dollars.
At least enough to get a Happy meal and a hot apple pie. So there we go, there's that.
Yeah, they're making it so easy, folks. And for most out there, like, you just have to try it one time and you Start to understand. What I'm excited about is all these moments where it's using current page context to understand. Like the trust is building there in terms of, you know, it's seeing what you're seeing on the page even though it's seeing it in a different way. That's the powerful stuff. Like this is all the things, right? It's using all the things to figure out how to personalize these suggestions for you.
Yeah. And make sure if you haven't connect your junk man, like Gmail, Google Drive. Like you can click on the like connect more and get to like the apps for Breeze Assistant and like Asana's in there. Like there's just a Azure OneDrive Jira. Like there's just a bunch that you can Dropbox smart sheets. Like get book. Like there's just so much that you can. I'll stop, I'll stop, I'll stop. Hang on. But there's so much that you can add in there to go along with the context that's just in your CRM as well. Like yeah, so what can't you do?
Like, right, get your contacts, get your data in HubSpot and Breeze is going to do work for you and you're probably going to have some fun doing that work. Like with Breeze. Right. Like everybody forgets that part. But when you see the excitement on people's faces and leader, get it. Like imagine if everybody in your organization start having fun like this. Like it's like a foreign concept in some places. TikTok integration for social what's changed? Added a link to the official HubSpot knowledge base article for this beta. You can now connect TikTok accounts to HubSpot to draft, schedule and publish TikTok videos, monitor and reply to comments on your posts and mentions of your account by others, and analyze TikTok organic social performance.
Why does it matter? TikTok continues to grow as an influential social network, enabling your business to stay competitive, build brand awareness and reach new audiences. Bringing TikTok publishing, replying and reporting into HubSpot enables you to manage your social presence across networks in one unified platform.
Yep. Remember folks, you probably already own the solution you're looking for in HubSpot. Sometimes you just need to wake up to it. Join us tomorrow morning live at 7:30am Central, or catch us later today on the HubSpot helpline at 1015 Central, 1115 Eastern, or anytime on Spotify, Apple Music or the profoundly HubSpot updates blog. Drop your biggest takeaway in the comments and let us know what capabilities you want to wake up to next. Until then, I'm Chris. Carolyn.
I'm Casey Hawkins.
And I'm George B. Thomas.
And this has been Wake up, customer platform. Now go build something amazing. Have a great day, everybody.










