Time to Chat about HubSpot Updates

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Wake up, customer platform. It's time to start the day. Discover all the value you already own. Don't let solutions slip away. Wake up, customer platform the tools are at your hand. No need to sleep on capabilities that can help your business stand. The answer's right before your eyes. You just need to realize? Wake up, customer platform. And watch your business rise. Wake up, wake up. The platform's waiting for you. Wake up, wake up. See what your system can do.

Oh, no. Is Chris frozen for you, George? You're muted. This is going so well.

Wow, this is a great beginning of the show. Like, Chris is immediately frozen and gone, it looks like.

And.

I was muted. Are we supposed to do a show today? How are you doing, Casey?

I'm good. Wake up, customer platform.

Yeah, Wake up.

It's time to wake up and I'm doing well today. How are you doing, George?

Oh, I'm doing fantastic. Yeah. It's another exciting day in Hublandia. Chris, how are you doing today?

I'm doing fantastic, let me tell you. Good morning, everybody.

Good morning.

How about we just get into some updates?

Yeah.

Continue playing with fire this morning.

Were you trying to do some co working?

I was not. Okay. Everything was off.

Okay.

Uh, maybe Cowork was trying to do some co working on its own. Already out of control.

All right.

Sync recurring meetings to HubSpot is update number one today. What's changed during our first time reading it? I'm just gonna do what is it? And then I'll get into this other stuff. Now you can sync recurring meetings to HubSpot via your connected calendar. This is in private beta. Important note. This beta will automatically sync in any recurring meetings that are created after joining the beta. If you already have recurring events that you'd like to sync into HubSpot but were created prior to joining this beta, you can still manually trigger them to sync into HubSpot by making an edit on one of the recurring events in your calendar and selecting to update all events or this event and following events. This only needs to be done once for each recurring series. After HubSpot is notified of the event through this manual edit, we will automatically sync feature instances of this recurring series into HubSpot for you.

Why does this matter? With recurring meetings now in HubSpot, you can prepare, review, record, and follow up on those meetings from within your CRM. Previously, HubSpot was only able to sync the first event of a recurring series from your calendar. Now all future events will also be able to sync to HubSpot, ensuring that all your data is where you need it the most. I have an embarrassing story that happened right in this experience. I didn't know that reoccurring meetings didn't sync, but I did know that I had reoccurring meetings that weren't thinking, but I just thought like I thought I did something. This actually just happened earlier this week. I was trying to update notes on a meeting. It wasn't in there and I was just like, oh, why is this? I need to figure this out. I don't know why this keeps happening. I don't know what's wrong with my calendar. I don't know what's wrong with my settings. So it's not me.

No, it's not you.

By the way, this launch does not include the ability to create recurring meetings within HubSpot. They must be created on your connected calendar.

Yeah. And of course hit that beta.

Indeed. Give them a month and then, then I'm sure you'll be able to create the recurring meetings.

Yeah.

Or work with you, maybe today Account Cleanup what is it? Accounts Insights is now Account Cleanup. Account Cleanup allows admins to identify opportunities to tidy up and declutter their accounts. This includes both automated and manual tools to clean up low value unused assets in HubSpot and keep accounts organized, such as unused forms, workflows, privacy requests and permissions for partner users.

Why does it matter? Account cleanup helps HubSpot admins identify and quickly remove unused data using automated and manual tools. This helps you focus on high impact tasks and reduce clutter in your account.

Makes sense.

Yep.

It also makes sense to capture buyer details from quotes. What is it? You can add the following information to a quote and allow buyers to edit the information before accepting the quote. This list of information includes purchase order number, buyer tax ID number, buyer company name and address, billing contact, billing address and billing company Once the buyer accepts the quote. These fields cannot be edited by the buyer.

Why does it matter? Previously, you had to collect billing information from buyers outside of the quoting process. This fragmented approach caused sales teams to waste time chasing down data, specifically billing information, purchase order numbers, and tax IDs, which are needed to ensure accurate billing.

I love getting help from buyers and clients to keep their own information up to date. Yeah, take advantage of that folks. Manually Retry Failed Card.

Wow.

What is it? You can manually retry failed subscription card payments, giving you greater control over revenue recovery.

Why does it matter? You can take immediate action when a subscription payment fails instead of waiting for automated retries or chasing buyers to update their details. This means faster revenue recovery and More control over critical revenue collection moments.

Go HubSpot Commerce Hub.

I mean, you still might have to chase the buyer down. Well, there was a good reason it didn't work the first time. Yeah, but now you don't have to wait to to learn that. So very cool.

If you hit the beta button, you don't have to wait.

Number five. Some interesting words here. Account service keys.

Yeah, this one's interesting.

What is it? Service keys provide a simplified authentication solution for customers who need API access without the complexity of full app development. This feature replaces legacy private apps by rebuilding them on the modern developer platform infrastructure.

Why does it matter? Connecting HubSpot to external tools like data warehouses, BI platforms or automation services should be straightforward. Until now, setting up these connections required navigating developer workflows that were not designed for everyday users. Service keys solve this problem. Whether you are a marketing operations manager syncing data to table Tableau, tableau, tableau. A sales analyst connecting to Power BI or a revenue operations lead automating reports. You can now create secure API credentials yourself without waiting on a developer or learning complex tools. This allows you to connect third party tools like Taboola. You just did it. Why can't I do it? There's another tool called Taboola. To be clear, it sounds like what.

I'll have for dinner tonight. What do you have for.

Power BI and data warehouses in minutes? Maintain secure scoped access to only the data your integrations need. Keep integrations running smoothly with keys that don't expire when employees leave. Stay in control when built in. Activity logging and easy key rotation.

Interesting. It's interesting to me that there was zero mention of AI in this. In the understanding that like you can use API's legacy app to like. Anyway.

It.

I'm just. Whatever. It's interesting to me.

I agree. Yeah.

I definitely use legacy apps for other things. Yeah. Than what they are describing.

Yeah.

Including doing stuff in HubSpot UI extensions. So yep. To see some learning to do there. Number six Real time table updates on index pages. No more refreshing. Is that what that means? What is it? Index page tables now update automatically in real time as you create or modify records.

Why does it matter? Stale data leads to missed opportunities and mistaken priorities. Real time updates ensures you're always working with current information. Whether a new record is created, ownership changes or a status updates, teams can act confidently knowing the view reflects the latest data without manual refreshing.

Nice.

No need to refresh your browser to see the latest data.

One last click.

This is an early beta. We're looking for beta Participants who are interested in actively discussing their experience and providing feedback after requesting access, which we can not do at the moment. You will receive an email to schedule a meeting. A meeting is required to enter this beta.

I've seen a couple betas like that. I'm curious when that is the preferred method versus like a more standard rollout. I like that especially when we look at like private betas because that's what the team is really looking for out of a private beta. But also the downside of that obviously is it is asking a lot.

Yeah, I think it's a large load on the system. What this beta represents having everything everywhere updated in real time on the index pages. So I imagine they gotta slow the roll when it comes to just letting people in and try stuff because you won't have to do anything to make the system work a lot harder if you're just clicking buttons and then this space is automatically updating. But very cool nonetheless. See if I can get in Brands support in 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.

Why does it matter? Businesses with multiple brands need to present the correct branding throughout the buyer journey, avoiding confusion, fusion and maintaining a professional appearance. Brand support provides a cohesive buyer journey from marketing to sales to payments.

That's amazing. Yeah, that is amazing. I'm trying to see. I may need that link, Chris, because it's not in my. Oh, I found it in a portal that it is in though, and it's the one that I need it to be in.

So. And it must be one that has Marketing Hub Enterprise with the brands add on. Yes, because that's what you need. Yes. Commerce Hub. Very cool. This one has been on my mind since 2023. Doing invoices has been. It's been a need for a while for sure. So Very cool. Breeze Assistant prompts reimagined. What is it? A reimagined prompt experience for Breeze Assistant with AT mentions for CRM Object search, A saved prompts library with reusable templates and placeholders and categorized prompt suggestions. Wow. Like summarize, create, how do I and prepare. Users can organize saved prompts with tags like customer success, marketing, sales support and assign them to specific assistance.

Why does it matter? Reduces time wasted. Retyping effective prompts helps users discover Bree's capabilities through intelligent suggestions. We have a minute to go through the how does it work right? We sure yeah I'm curious Like the AT mentions.

Yeah so app mentions type in the text input or click the AT icon to search CRM objects by name. Filter results by object type like contacts companies to quickly reference records and prompts for the saved prompts library. Click the bookmark icon to access saved prompts. Create reusable prompts with object placeholders that trigger search when clicked. Organize prompts with tags like Customer Success, Marketing, Sales and Support and assign to specific assistants to make available across all assistants can manage like Edit and delete Save prompts from the prompt library screen Prompt Suggestion buttons four buttons under the text input Summarize Create how do I and Prepare Provide category specific prompt suggestions Suggestions update as Breeze Assistant is used. The Prepare category shows upcoming meetings from the user's calendar and with editable templates. After selecting a prompt template, edit it directly in the input box before sending. Placeholders remain clickable for CRM lookups. This seems powerful.

Yeah, I don't always email clients in the morning, but this morning there's multiple that will beginning a an email without.

A doubt and we see summarize create how do I and prepare We've got Let's see at Apple in here. Apple. Wow. That's cool. We could spend some time on that, but we don't have a ton of it this morning. 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 later today for the HubSpot helpline in a couple hours at 10 o' clock central. Or you can call in. Join us live. Talk through your recent HubSpot challenges with me, George, Casey, Kyle and Rob Jones live on LinkedIn. Or you catch us tomorrow morning live at 7:30am Central 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.

Wake Up Customer Platform. It's time to start the day. Discover all the value you already own. Don't let solutions slip away. Wake Up Customer Platform the tools are at your hand. No need to sleep on checkability that can help your business stand. The answer's right before your eyes. You just need to realize Wake up Customer Platform and watch your business rise. Wake up. Wake up. The platform's waiting for you. Wake up, Wake up. See what your system can do?