The HubSpot Help Line - Mar 4, 2026
The HubSpot Help Line is a live call-in show where real HubSpot questions get real answers. No theory, no marketing speak — just practitioners helping practitioners solve the problems they're actually facing. KJ, Casey Hawkins, George B. Thomas, and Rob join Chris Carolan to take your questions live. Whether you're stuck on a workflow, wrestling with data model decisions, or wondering if there's a...
Generated via AI Transcription (Gemini)• 90% confidence
[00:04] **Introduction** Rob: Welcome to the HubSpot Helpline. You caught me singing in the shower, although I'm not in the shower. My name is Rob, aka the Mayor of Inbound. I'm your host. I'm joined by four of the smartest people in the entire universe. [inaudible] was going to say ecosystem, but that's just not true anymore, literally the entire universe. Chris Carolan, on my top left with profoundly, George B Thomas with George B Thomas enterprises. He is the man, the myth, the legend. Don't ask him what the B stands for. George B. Thomas: I don't think that's what it is, but okay. Rob: Look, I'm I'm on a roll here. Casey, Greyhound of the helpline, Hawkins, who's working inside today, not outside after a uh fiasco that will is a little teaser for later. And Kyle, Joan of Arc deserves a musical Jebson. He has news. I'm not allowed to talk about it unfortunately because this is a HubSpot show. Um I'm going to break that rule later on anyway. How are we doing on this Wednesday, lady and gentlemen?
[01:25] **Mood Check** Casey Hawkins: Excited to be here. I'm tired. I'm tired, honestly. Rob: needs to get better. It really does. Casey Hawkins: Honestly, I'm tired today if I'm being really honest, but happy to be here, energized to be with you. Rob: Hopefully I helped contribute to that. And I'm glad you're being honest for once. Kyle, how are you? Kyle: My gosh. Kyle: I'm good. spring uh spring has hit Boston or at least it did the last couple days. Today it's chilly again, but I've been outside chasing my kids as they're riding the bikes. It's it's it the snow is melting. I'm feeling good. Rob: Love it. Spring spring, which is good or has sprung. George B. Thomas: See, now I feel terrible about myself because yesterday I was actually complaining about how hot it was in North Carolina already. Anyway, I'll shut up. Casey Hawkins: Yeah, never ever feel bad about that. Yeah. Ryan Ginsberg: Enjoying 80s. Enjoying 80s down in Houston already. So. George B. Thomas: Yeah, it's 77 today and I'm like, okay, good choices. Ryan Ginsberg: Enjoy the several springs you're about to have in. George B. Thomas: Mhm. Ryan Ginsberg: in Boston before it actually becomes real spring. Rob: I've joked about this before, but we have basically four seasons in Mississippi. Uh we're in the middle of season one, which is the poning. So for the next month everything will be green. Um the rest of our seasons are summer, by the way. There's like a two-week mini season that is like hail and Christmas, but that's about it. Uh speaking of turning the temperatures up, we have something that we want to intro the show with tomorrow, profoundly, kick off over to you Chris. I know you're ready to intro this.
[03:15] **Profoundly Annual Kickoff Preview** Chris Carolan: Uh I am. Uh what was that? You trying to rhyme there? Rob: I don't know. Chris Carolan: Yeah, profoundly annual kickoff. We had a blast uh doing this last year. Uh thanks to George and Kyle and Casey who were there. Uh George gave a wonderful um closing at the end. George B. Thomas: Thank you. Chris Carolan: Uh this is uh if you can imagine, we're talking about AI and HubSpot this year. Um trying to put the focus on Arop. Uh helping everybody level up in terms of um uh how are you going to add capabilities and understand how to use AI for your organization in addition to all the HubSpot skills that you've been building. Uh so we've got an awesome schedule. Uh yeah, Miranda Tanner from HubSpot talking about the evolution of HubSpot AI at uh 11:15 Eastern. The event is 11 to 2 Eastern. Uh we got your boss, Rob, Matt Bolian, joining Bridget Acar, Nick Sat, Ryan Gun and Darren Smith for a panel discussion. Uh Revs in the age of AI. Ryan Ginsberg: What a lineup. Man. Chris Carolan: Yeah, we're we're uh we're bringing the big guns. Um uh that's the benefit of working with uh Brian Garvey and uh Jason Acar. They have uh good networks to say the least. Um and it's been fun to see this come to pass. Like obviously Hubspot's very interested in helping people understand AI and how it impacts the management of Hubspot and delivery of Hubspot. So it's been cool to um, you know, get all the support, uh including Tracy Thomas uh from the HubSpot um intent team talking about signals. Uh got uh Alec Lindley from Sersh. Uh Ryan Ginsberg and I talking about of course, uh unified customer view as it relates to the AI native uh approach that we take inside of HubSpot. Um Nate from uh from Celestial. Uh we just did a kind of proof of concept boot camp with him. Um a lot of great content and we're all trying to figure out what is the right approach to teaching people about, you know, general AI versus advanced. How do we get to production and things like that. Um uh Vibecoding HubSpot is here with Boris. uh very cool app that he's put together. It's only a matter of time before we could start managing HubSpot CMS this way. So we're excited about that. Uh Jason splits up our our sessions with um talking about the ops path. Uh last year was all about the Hubspot professional, right? This year we're adding the AI element and uh how to future proof your HubSpot career. Uh we've got Ryan Arner from the customer success team at HubSpot talking about real results with Hubspot AI. And then we've got a second set of breakout sessions. Uh Van Gonzalez from web partners. Uh Acon uh expertise AI. Uh I get to interview him about a really cool uh uh conversational AI experience that they provide. Uh Rob Clark, head of AI at RB2B. talking about the spicy topic uh related to anonymous uh visitors and what we do with them. Uh Ricky Leer, uh our chief growth officer at Proly. Uh we've learned a lot as you can imagine, uh since we launched Proly last year. He's got a bunch of benchmark data uh to share, you know, what we've learned about uh how much does Hubspot help cost across uh a lot of different uh vectors, including who's involved uh on either side and what type of project work it is. And then we've got Matthew Stein from Agent AI uh closing us out talking about scaling uh with Hubspot and AI. So, uh like you said Kyle, it's it's a packed. um bringing bringing the heat on this one. Lots of big hitters and we're really excited for tomorrow.
[10:51] **Discussion on Conference Improvement** George B. Thomas: Very nice. Rob: Massive lineup, shout out to Matt who will be spicy uh about something. I can almost guarantee that now. Um your thoughts, Kyle, on how much improved this will be from last year. I always feel weird asking that, but up into the right, 1%. Kyle: Sorry just like. This guy's feeling left out. Um it will be much improved because there are people who actually know stuff, not just me. I'm the HubSpot theory guy. These guys are like real RevOps, Arop. They know stuff, so it's going to be much more tactical, I bet. Rob: Yeah, Chris, what's the intent of people walking away from that event like having learned what or having experienced what or having become very excited about what? Chris Carolan: Um honestly, trying to get people to take action on learning AI, building with AI anyway, anyhow. Like, you know, we've got some results sessions, we've got some how to breakouts, we've got some interviews. That panel is an app partner, uh, you know, a consultancy, uh uh former lead partner, owner, like partner of the year owner, I think in in Darren Smith, right? So the whole spectrum of of the state of RevOps there. Um, just trying to help people make sense of all of the noise right now and and be comfortable and and help them take action in some way. Uh because while we do see real use cases and and results coming from Hubspot and I see that session. We have that session. It's one of the challenges of putting this event together is it was kind of hard to find like what where are the real case studies right now and who's actually getting results and were they right place, right time or is it something actual repeatable that other people can do, right? So uh that helps answer the question Rob. Rob: Yeah, well not to put you on blast and there's a lot of this that I agree with, but you'd mentioned being performative isn't something you uh necessarily enjoy or like. And I think of something like a kickoff as having an element of hype or for lack of a better term of performative nature. But the the lineup, the topics, the like the desire for people to take action in the form of learning and informing themselves and just starting to get their hands dirty with AI. I think trumps that. So whether whether people find it performative or not, I don't really think is the point. I think there's an element of utility that's being provided that's um it's going to be great from a lot of really smart people and it's going to be necessary especially with what the ecosystem is dealing with today. Casey Hawkins: Yeah. And and to that point, like, I am excited. like so one of our headline sponsors expertise.ai. I'm doing an interview with them and we are both aligned. like this is not one of those like, oh sponsor, you know, they're going to they get a slot just because they sponsored and it's going to be a pitch. like it's very much not going to be that. We're both excited to kind of break break that norm. So I think since last year is very important to Proly like no no pitches. Like we want to help everybody learn and and level up through through an event like this. So really excited for tomorrow. George B. Thomas: I think I would lean into that. It's a leveling up uh moment in time because to me that lineup doesn't feel performative at all. It feels like some of the dopest deep brained humans that could be like put together. And like I'm dealing with something like this not to um compare myself to profoundly, but like I have some humans in my life where I'm like, bro or broet, why are you not using AI yet? And the one thing that I've learned is if I can put a worm in the water for them and get them to bite on it, then we can actually have the activation conversation. For instance, I have this buddy and he's historically a designer. He uh started his own company years ago, maybe a little bit before I did. and I've been like, bro, I can teach you, I can show you. like I've been activated, I want to activate you. Oh yeah, yeah, let's let's do that. Let's yeah, let's do that. And I'm like, when? When are we? You know, like we'll do that. I'm like, when? Uh so last night I go and I share a video with him and I hit the sweet spot because the video was, is Figma Dead? Paper plus Cloud code? Okay? To which he watched the video. First he goes, what's paper, question mark? To which I said, watch the video. And then he watched the video and his line is, I need help. To which I then said, as soon as I'm back from vacation, you'll get the help. I'm glad you're finally ready. And so like when I think of what we're talking about with the profoundly event, it will be a hopefully a ton of humans moment in time where they go because I heard Matt, because I heard Chris, because I heard whoever, I'm ready. And then they can get activated. That would be a win. Ryan Ginsberg: I know it's tangential but.
[16:15] **Q&A and Replay Info** Ryan Ginsberg: Can I respond to Predipta's comment? Rob: Yes. I was going to mention the other comment about the replay, but Chris can speak to that after you respond to this one. Ryan Ginsberg: Sure, are you going to put a Gen AI chatbot in the CRM itself which can be used as sales agent to automate the communication? That's what prospecting agent is. That exists. That's been around for a while. Uh you should check it out. Rob: Yeah. Ryan Ginsberg: That's all I wanted to say. Rob: Uh yeah, it's there. And it's really there. Like it's really good there. Like anyway. Rob: Yeah, Chris, there was one more from yep, there you go. Read my mind. Go ahead, Chris. Chris Carolan: Uh the the replay will be available to watch. So make sure you register. Rob: Love it. Um right before we transition to update of the week uh presented by our very own Casey Hawkins. That that to me is the scary weird part as a I mean I have a a message thread right now about getting help with with co-work from our very own Chris Carolan who I took a session with over the Christmas break. It was amazing, unlocked me uh to an extent. But there's almost this element of when it can do this, I'll be ready, right? Like when AI is able to do something out then then I will give it a shot or whenever it does this. Those milestones are like passing people by because I I hear this from not necessarily as much colleagues, but people in the Rob Rob sphere, right? Like I can't imagine a use case or I'd like to see it do this or I tried this uh a week ago, a month ago and it didn't work. Didn't have the outcome that I desired. And as somebody that has that has found myself on the fence, not in the Lite camp, but man, I tried this, I experimented with it, didn't have the result I wanted. Tho like I used to say this about HubSpot all the time. Have you seen HubSpot lately, right? It's kind of the same thing. Have you have you prompt have you done anything with AI lately because the amount of progress it's made toward being able to execute an outcome that you would like yesterday versus today is exponentially different. In a mostly positive way. George, I know you want to just George B. Thomas: See, here's the thing. I think that people who think that way are thinking in the wrong direction, meaning, when I think about AI, I think about it in the way of what have I always wanted to do but couldn't? Right? And then I go and I do that thing that it's good at. Also, for the people who say, well, I'll wait until it can do this. Listen, it's crappy uh outcome might not have had anything to do with AI. It might have been you, the human that messed it up. Like let's be honest. So like if you tried it once and it was jacked up, try it again. Come at it from different angles. Like, okay, I'll shut up. We're not here for an AI show, we're here for HubSpot. Ryan Ginsberg: Yo, if I can continue on that a little bit. There is a there is a genre of online comedy right now, which is like AI doing things poorly, right? And I think a couple years ago it's because the technology legitimately wasn't there. Now it really feels like people are applying AI to things specifically trying to make them fail, right? And then they make a video and they're like, look how dumb AI is. This will never catch on, right? And it's like suddenly stuff is legitimately funny. It makes me laugh. But if if you're laughing at it, take a look at yourself and see are you laughing thinking, yeah, this will never catch on because you're wrong. If you're thinking that, uh you're going to have a hard time in in the coming months and years. Um embrace this time where AI is is worse at some things than us because uh because there's going to be fewer and fewer things to laugh at in the near future, I think. George B. Thomas: Cheers to that. It's it's getting really close to that right now. Ryan Ginsberg: Yeah. Rob: Speaking of that and the singularity and uh being, you know, being able to find AI comedy of it doing things poorly online and being able to find anything online or you being found online, finally got to the transition segue. Wow. Casey, you have our update of the week.
[20:57] **HubSpot Updates of the Week** Casey Hawkins: I do. So, we have covered 31 updates over the last week and there were three big themes that I noticed. Um the first is as we've been discussing, AI. Um AI just continues to spread across the platform. This week was where AI in HubSpot stopped just being the chatbot. Um and now we have reply recommendations merged into customer agent. That migration happened on Monday. And if you were using reply recommendations, um a customer agent was auto created in your portal. So, um two tools kind of merged into one, I think. Is that accurate? Kyle: Yes. Yeah, yeah, yeah. So and I think the big win here is consistency, right? So if someone, if one of your customers hopped online and chatted with customer agent and asked them a question or if they are talking with one of your human agents and that human agent decides to use an AI reply recommendation, those two things are going to be the same now. And so if you're updating, you know, knowledge sources and and whatever else then that's uh that's going to just be one place that controls all the things and I think that's a huge win. Casey Hawkins: Another AI win from this week was the um prompt sharing. So your team can share saved prompts. Um I think that's a huge win um for using AI across teams. The second theme I noticed though is automating getting easier, specifically with simple workflows that got two updates. So if you use simple workflows, if you're on a starter plan, um you can now clone marketing emails. Um and forms for new ac um you can now clone marketing emails from those simple workflows. Um and you now have more steps in your workflows um in those simple workflows. Um, but my number one update of the week which I was too afraid Chris was going to okay, I'm fine. So my number one update of the week is kind of two updates. Um but it's the AO suite which I think got a big upgrade over the last week. Um, so now you can create a blog post from a recommendation. Um if you haven't looked at AO yet, this is the week. Uh if you don't know, AO is answer engine optimization and we actually have dashboards in HubSpot that show you where your brand is showing up and where it's invisible, more importantly, in AI powered searches specifically. So those are going to be your chat GPTs, perplexity and so on. Um the dashboards been around for a bit, um but now you can actually generate the blog post directly from a recommendation, which was a gap previously in the dashboard itself. Uh this is my pick because it changes what AO is. It was more of a reporting tool and now you can actually take action on it. Um I come from a marketing background so my picks do lean marketing, but I think it's a really big improvement and I think AO is only going to continue obviously to grow. So I'm excited to see it get um a own upgrade inside pop spot. Those are my thoughts. Rob: It's okay that your picks are biased towards marketing. I will I will say that. I agree. I like the actionability uh being able to generate something from a recommendation. Have we seen from from the trenches, have we seen that use like how recent was this and have we seen that used successfully? I would ask be able to ask George or Kyle that question. I guess I could ask Casey that question too like the. Casey Hawkins: No, I like when I like when you pass that question off. Ryan Ginsberg: I I I mean it's private beta still. I haven't personally used it. Um but it's definitely I suspect this will be a very big thing. Um it just seems uh like it has to be. Hubspot has to figure out how to make this a big thing. We we led the charge and taught people how to do inbound marketing and gave them the tools to do it. Uh that era is coming to a close and it's time for a new era and we want to lead that charge in the same way. So expect us to invest heavily here. George B. Thomas: Yeah. George B. Thomas: Yeah, one, uh it is new. and if you can get into the beta, get into the beta and mess around with it. Uh two, it is in my portal. So I have been uh giving it what I'll lovingly call the sniff test. Uh meaning just getting it set up, going in and looking at the dashboard, going in and looking at uh the prompts, the citations, the the recommendations. And um what's nice is you can see that Hubspot is also doing what Hubspot is great at. and when I say you can see that's because um Chris, I'm about to share a screen is Hubspot even though this is in beta, Hubspot is using this as also educational moments. So like you go and interact with recommendations and a pop up comes up and and it'll tell you how AO recommendations work. and so you can learn along the way as you're kind of of using this tool. So I would just want to say kudos to the team. Uh but at the end of the day there's a lot of information that it's going to spit out and a lot of things that you can kind of interact with and look at from, you know, top citations overall, top do domains, top own citations, uh you know, the prompts that you're actually looking at and then like there's even competitors in there or you can put competitors in there to see where they're landing at. So there's there's like there's fullblown strategy that is visible even though this is a beta thing that still needs to be baked out more. But I'm I'm very happy with where it is. Um especially as somebody who lived through the launch of Service Hub. I'm just saying uh the AO. Ryan Ginsberg: That's fair. George B. Thomas: Yeah, I'm just say I'm just hey I'm a spade is a spade. So search strategy, the AO and SEO tab um are very interesting to me and how they're being presented and trained and built. Um so I'm excited for the future and what that means. Rob: What a inappropriate transition. of speaking of didn't live through the Service Hub launch, Jeremy Belk has a uh comment. This may be my favorite comment ever. Uh for a couple reasons. Number one's because it's not super related to the AI discussion and I love taking hard right turns. So thank you for that, Jeremy. Uh wondering if you could give a few pointers possibly with AI to a returning power user. Shout out for returning. Let's give a round of applause if we can for returning. That is the right choice. I haven't even read the rest of this and you made the right choice. Returning power user was an admin, a Hubspot admin at my last company and about to rejoin the family. You are welcome back, Jeremy. Uh as my next role will be leveraging Hubspot. Ryan Ginsberg: I've been I've been looking at this question hoping we would tackle it. I so Jeremy, I'd love to hear if if if you can sound off in the chat how long ago you're returning from. but I think a fun thought experiment for all of us would be like one year ago, five years ago, 10 years ago like uh what uh what is our advice for someone at those different horizons because the the advice is different depending on how long it's been. Hubspot has changed quite a bit in the last year and is completely unrecognizable from 10 years ago. George B. Thomas: Oh. Shoot, it might be unrecognizable from two years ago to be honest with you. like the amount that has changed. while we're waiting on a rebuttal to like how long since he's returning. Chris, did it say like not necessarily specifically AI but just in general or was it like AI and Hubspot? Chris Carolan: Uh not necessarily with I possibly that's the the uh like after he understands uh possibly with with AI will become uh definitely with AI and that's where admin at the last company. No idea how he was using Hubspot at the last company. Uh next role will be leveraging Hubspot is that full customer platform. Uh oh here we go. So three years ago comments of all time recovering FC. assumed it was exactly three years ago, 2023. Man. George B. Thomas: Okay. Well, first of all, you didn't have content hub. Yep. You couldn't do video editing in Hubspot. You didn't have customer agent. You didn't have a product updates feed that you could look at every day. Um you didn't have prospecting agent. You didn't have the unified views. You didn't have a morning show that you could listen to. There not there. There's that I was trying not to go there but you can be. There is a lot of a lot of LinkedIn shows and content now that did not exist three years ago. Rob: Inbound the of mayor um with no term limits so welcome Jeremy. Casey Hawkins: I don't know if was a thing three years ago. Ryan Ginsberg: If what was? Help desk might not have even been a thing three years ago. Casey Hawkins: Yeah, I don't think it was. So service hub is good now. George B. Thomas: Was there commerce hub three years ago? There Commerce Hub was three years ago, but it was like infancy three years ago. Ryan Ginsberg: Yeah, no and it's it's changed a lot just recently. Um yeah, I think it's to have like a year in review for Hubspot product. because for you as an admin, so much of what's going to be different is just little quiet things that like as you relearn how to like make properties and and track where they're used and stuff, you're going to be like, did Hubspot always be used like that and and like it's just going to be better. like it's There were no sync properties. There were no roll up properties. Now that you're mentioning that, like those didn't exist three years ago. Casey Hawkins: He did have cloud though. Casey Hawkins: This is now my real job, Jeremy. It was just a thing I was doing for fun before. Yeah. my best tip is get like spend time on your data model, get that right and you can do whatever you want in Hubspot now. George B. Thomas: That. Chris, that wasn't three years ago. There was not a data management tab which had your data agent, your data integration, your event management, your data quality, your data studio, your data model, your data enrichment. Ryan Ginsberg: The data model overview, if it existed three years ago was just like a static thing. Now it's got like analytics in it, it's editable. You can activate objects that you couldn't activate three years ago like things that put like all of services uh there there's there's four new objects, appointments. of course these did not exist before and you can just turn them on even if you don't have an enterprise here. Campaigns are now marketing studio. I was thinking campaigns is a. Lead scoring is not a property anymore. Oh my god. There are leads in HubSpot. Uh Inbound leads object. Yep. Yeah. That might be three years old though. Maybe. Right. Well, inbound 23 was uh sales hub and leads and prospecting and sales workspace. Um That is correct. Yeah. so that all came out leaving. Uh and this is only because I've been doing content on this like since since then. Spring Spotlight of 24 was the Help desk, Service Hub and content Hub launch, like CMS hub turning into content hub and like 300 updates almost all related to Service Hub. Um uh August of 24 is when the object library came out, an extra objects. Uh Inbound 24 was uh I think customer agent, prospecting agent like starting to get serious about AI. Um marketing plus content hub together was a big push at the inbound um also started talking a lot about CRM data management. Uh a little talk from Jeff Vincent on that one. Uh and then last year it's all about AI. George B. Thomas: It's. George B. Thomas: it's Jeremy, right? Ryan Ginsberg: Yep. George B. Thomas: Yeah, Jeremy, this one's going to blow your mind, bro. There's no longer lists in Hubspot. They're called segments. Oh my gosh. And the filtering is legitimately better. Ryan Ginsberg: Yeah, yeah. The filtering is a lot better. Casey Hawkins: Um I feel like just talking with breeze in platform is if you have a question and then um shout out to Hub Helper Harry, which is a chat GPT app, but also um Nico just launched Hub Helper Harry.com too. I I use Hub Helper Harry daily and I have been using Hubspot for the last three years um because there's just constantly pieces of Hubspot that I don't know about that just keep coming up. Rob: Yeah, when I this is a bit off the rails, but when I was a sophomore in high school, I was 56 155. Three years after that, I was uh exiting my senior year at 63 230. That is similar to Hubspot. It's grown up, it's matured. It can do a lot more. It can squat 400 lbs now uh from what I've heard. So spending spending time inside of it even I mean this shouldn't be uh redactive to say there's coming back should be overwhelming just from hearing Casey say, I use Hub Helper Harry every day. Shout out Nico by the way, it's a great thing to use. and I I'm in Hubspot every day. But being in the tool more often and with more use cases and exploring it should help and that's I mean you can listen to a number of shows which have popped up like this one and like what Chris and George and Casey are doing. Um there's a lot more resources. The community is uh infinitely more involved than I. So just getting immersed back into the system both from a social like communal standpoint and the tool itself, I think is the best course of action. Kyle: I got. Rob: Oh, go ahead. Casey Hawkins: I was just going to say attending this show weekly is actually the very best thing you could do. Rob: Yes, plus one to that. Ryan Ginsberg: up there. Ryan Ginsberg: Uh yeah. Um so here's here's my short list of things. Uh lots more stuff have properties than they did before. Like you can create custom properties for campaigns and workflows and a lot of stuff that didn't have uh any properties before. Um the users's objects has grown up a lot. It's a lot more object than it was when you last saw it. Um yeah marketing email object. Marketing email object. Yes. There's some properties for that. has been leaning into workspaces. Uh so we've talked a little bit about Help desk, that's a service workspace. We have a couple of different sales workspaces. The idea here is that uh reps or managers or whoever have like one screen where they live on instead of having like deals open in a tag and tasks open in a tab. Um let's see. Uh can do all of your calling. All of it. There's uh there's conditional properties now in hubslot, both conditional properties where when you select a value, you have to select a value from another property and also like the options in a dropdown are conditional based on another one. So like you select country and then your state region property reduces to just the the relevant ones. Um that kind of stuff is exciting for anyone in an admin role, I think. So it's a lot of these little kinds of things that uh you know, you may have wished especially coming from sales force, you may have wished for things like conditional property objects or or or, you know, property options or more properties on things, uh they're all basically there now. Uh you can associate objects of the same type to each other. I even I forgot that used to be a limitation, you couldn't do that. You can associate contacts to contacts now. Um there are these stage calculator properties, uh time entered stage, time exited stage for deal stages, life cycle stages. You can do a board view of life cycle stages for uh customers or contact customers. flexible, flexible CRM views. Calenders, maps, Gant charts. Events are in pro, private content in pro. happened, yeah. Like things that drop down to pro from Enterprise, that's been happening as well. Thanks ladies, that's the show for today. Ryan Ginsberg: You can do multistep forms now. just a lot of little things a long time. George B. Thomas: Oh yeah. George B. Thomas: Ooh, and with that multiform um uh they have hide and show now as of like a week or two weeks ago, which makes it super powerful. Ryan Ginsberg: Yeah. There are way more cards you can add. Like I imagine record customization was fairly new when you left. George B. Thomas: News flash. News flash. Ryan Ginsberg: Pretty rich. George B. Thomas: Hub Heroes just released about 30 minutes ago, part one of Hubspot record customization where Chad Hon and Max Cohen went total nerd on the things that we can do with record customization. Yeah. Ryan Ginsberg: That's great. Ryan Ginsberg: Yeah. In the right place, Jeremy. Ryan Ginsberg: That's that's the one I'll finish on. Um so yeah, just a there's a lot of new stuff. Ryan Ginsberg: Yeah. Ryan Ginsberg: Okay. Rob: I can talk about how went from being free to not being free and is now free again, but maybe we'll leave that alone. George B. Thomas: Yeah, yeah. Ryan Ginsberg: Walk in with an open mind. Pretend you don't know what Hubspot is. George B. Thomas: Yeah. Pretend it's your first day. Uh and if you do ask AI for help depending on what you're asking, it still very much sees it as a marketing and sales CRM only. Know that that is not true. Uh so just take care uh when getting help from AI. George B. Thomas: Yeah. All of that distilled back and repeated by Jeremy. He said, sounds like Hubspot grew up a bit. So he Just a bit. He used my metaphor. appreciate you uh listening, Jeremy. Yeah, we could probably take the next hour to go through. I mean that's three years worth of updates with different preferences from a marketer from somebody that's has to Hundreds of updates per year. Hundreds. I mean tons of things. Not to mention things I think you just mentioned um enrichment, like updates that were unupdated and then reupdated. So different versions of updates throughout the three years. Um maybe we could build that into like a seg not just update of the week but like since you've been gone as a segment, I'll do a Kelly Clarkson parody song and like anybody returning to the Hubspot ecosystem after a brief absence, we can we can hone in on a few things. Casey Hawkins: I wonder if there's a way like dig deep enough into product updates to be like on this day two years ago on this day five years ago. Rob: Yeah, we can use the way back machine uh during the show. Consider it done. Uh I helped Job. I helped George understand earlier today that uh something I unboxed in April 5th of 2024. George B. Thomas: Seriously, bro? You're bringing this up. Ryan Ginsberg: Uh memberships uh was a thing in the nav back then. George B. Thomas: Well, and it was less about that that was in the nav even though yes, it's in the nav, but it was it was this like complete mental meltdown about how difficult it was to find
More content you might be interested in.
Subscribe to The HubSpot Help Line and never miss an episode.
Courses, playbooks, interactive tools, and data model examples. Everything you need to transform your CRM.
Your donation helps us provide free resources and office hours to the community