Value-First AI Daily - Jan 30, 2026

[00:00] **Introduction** Chris Carolan: Good morning, HubSpot nation. It is time to wake up customer platform with your number one unofficial HubSpot updates morning show, where we help you discover the platform value you already own. I'm Chris Carolan, joined by my co-hosts, Casey Hawkins and George B Thomas. We're here every weekday morning to make sure you're not sleeping on HubSpot's true capabilities. If you're joining live, drop a hello in the comments and let us know what you're building in HubSpot today. Happy Friday, January 30th, 2026. Good morning. Casey Hawkins: Good morning. George B. Thomas: Good morning. We made it. Chris Carolan: We made it. George B. Thomas: Yes, we did, we did, we did, we did. Casey Hawkins: We did make it. I'm feeling like we made it even though Chris says that it's too early to say. Chris Carolan: Now it's not too early. It's we we made it. We made it. Especially if you manufacture your Friday to be like a cool day instead of like just another day. But, but can I just say this before we get into the updates? When I say we made it, I had a client last night ask me, so what's like one update this week that was mind blowing? [01:17] **George's Anecdote** George B. Thomas: And I sat there and it was like, and I didn't have an immediate answer, to which then I said, can I be honest with you? I don't know which one of the 30 plus updates to pick. But I did then end up going through and giving them a couple, but like we made it. This there was a lot of updates this week. Chris Carolan: Yeah, uh there was. Teams working hard over there. Um and we're doing our best outside of this show as well to um help you understand what's available. Uh next week. Uh, every Wednesday at 10:00 a.m. Uh, we do the HubSpot helpline call in show. Uh, that was fun this week. George B. Thomas: In Central. Chris Carolan: Uh, yeah, [inaudible]. George B. Thomas: 11 Eastern. Chris Carolan: Uh, these are all in Central. Uh, had a couple of good unboxings yesterday with the HubSpot team, uh, intent data with Justin and buying groups with Daniel Kern. Man, buying groups. Casey Hawkins: I want to hear about buying groups. Casey Hawkins: Yeah. Chris Carolan: I'll I'll say if you're uh, if your customer has uh uh enterprise sales or service George, then uh, wow, buying groups. Org charts in the middle org chart canvas in the middle of a contact record or company record. George B. Thomas: Wow. Ooh. Chris Carolan: Dang. Chris Carolan: Yeah, that AI auto builds for you. Um, look at these days that we're telling. George B. Thomas: Wow. Chris Carolan: Just based on the job title. George B. Thomas: Yep. Chris Carolan: Okay. Uh, update number one today, manage permissions on line item properties. What is it? You can now restrict access to specific line item properties like name, unit price, or discount by user or team. This allows greater control and security within your quoting and sales workflows.

[03:26] **Line Item Updates** Casey Hawkins: Why does it matter? Until now, line items didn't support field level permissions, creating risk and operational inefficiencies for teams needing more control. With this update, you can prevent reps from editing sensitive fields like product name or unit price, give finance or RevOps teams exclusive access to key pricing information, align permissions on line items with how you're already managing deals, contacts, and other records, and reduce errors and manual oversight by locking down what should stay fixed. George B. Thomas: I feel like this is be like a a joyful tear filled moment where it's like line items are growing up. They're they're becoming adults. Chris Carolan: They are. I I actually had a a couple months ago, I had a client looking at Commerce Hub and this specifically was one of the reasons they didn't move forward. Uh oh, well, now guess what? Casey Hawkins: So yeah, I mean just like this is a real gap for some teams. No longer. No more. Chris Carolan: In public beta. Uh, shout out to Brandon and the rest of the team, uh, doing great work with line items. Get a nice video in here if you want to jump in. Never been easier. You should jump to private beta make campaigns automatable in workflows. George B. Thomas: Say what? Say mirror? I know, I was like, we're almost there. Chris Carolan: [inaudible] private beta. They're getting close to automagical, right? George B. Thomas: Let let me see the word automagical one time in one of these product updates. I'll lose my everlasting mind. I'm just saying. Chris Carolan: We'll just say we do it. George B. Thomas: Yeah. Chris Carolan: We will continue to add it in ourselves until that time comes. Uh, what is it? You now have access to campaign properties and events in workflows. Wow. [05:26] **Campaigns** Chris Carolan: With this update, you can automate based on campaign level data like budget, spend, revenue, or owner, and react when contacts are influenced by specific campaigns. Casey Hawkins: Why does it matter? Until now, campaign automation was limited. You couldn't trigger workflows when a campaign overspent or follow up automatically with influenced contacts. This resulted in manual monitoring and missed opportunities to optimize or scale. With this release, you can trigger alerts when a campaign overspends its budget, automatically follow up with influenced contacts through tailored sequences, and route tasks and updates based on campaign owner or team. George B. Thomas: Do you guys hear that? Do you hear that? Uh, that just became somebody's entire life inside of an organization. Like my goodness. Chris Carolan: That is powerful. Um, oh man, it's never been easier to create your own signals um, by being present with all this. George B. Thomas: Yep. Chris Carolan: Automated campaign and just all these all these things happening in HubSpot. Um, number three, create health scores with optional group limits. What is it? Groups within a health score no longer require a limit, which means you now have more flexibility when creating health scoring rules and deciding how they contribute points to the total score. Here's what is updated. Group limits are now optional. They can still be set like before and they can still add up to the score limit. Group limits for each group can now be set as high as the total score limit. The sum of group limits no longer need to equal the total score limit. The sum of group limits can exceed the total score limit if required. Hmm. For combined scores group limits no longer set the fit and engagement score limits. Rather, each score will follow the score limit you set. [07:35] **Health Scores** Casey Hawkins: Why does it matter? Customers felt constrained trying to build their health score while managing groups and their limits, needing to add up to the total score limit, rather than being able to focus on setting up rules with the best fit and engagement signals. With this update, you can now focus on, one, used groups for organization and add limits if you'd like to ensure a contact company or deal doesn't over doesn't overqualify too quickly leveraging weighting, setting up the max score limit that a contact company deal can get, and setting up rules with flexibility. Um, if this is what I think it is, this already this has existed for a couple of months in the lead scoring um, side where it's just making kind of group limits more less constraining. Um, oftentimes when I teach people about lead scoring, um, which is very similar to the health scoring tool, there are like 10 different places to do limits and it sometimes is related over here and there and everywhere. Um, so I think it's just making things like a a little easier to to build on your first go. Chris Carolan: Nice. Chris Carolan: Yep. And if you want to learn more about all of the scores, uh, Casey and I will be unboxing with uh product managers from lead scores and health scores on Tuesday at uh 9:00 a.m. Central on LinkedIn. So, hope you join us. George B. Thomas: Nice. Number four, embedded image search for knowledge vaults. What is it? Chris Carolan: Okay. Chris Carolan: Custom assistants and Breeze agents now automatically search and analyze images embedded within documents. hmm. PDFs, Word docs, PowerPoints hmm in knowledge vaults, making visual content like diagrams, charts, and screenshots accessible alongside text without requiring users to extract or upload images separately. Casey Hawkins: Wow. Casey Hawkins: Why does it matter? Customers upload documents containing critical visual information, architectural diagrams, UI mockups, data visualizations, technical screenshots, but this content has been invisible to agents. Users faced an impossible choice, manually extract and upload images separately, or accept that valuable visual content in their documents simply wouldn't be accessible to their AI workflows. Embedded images search um unlocks the full value of existing document libraries by making all embedded visual aut visual automatically searchable with no change to how users upload content. George B. Thomas: Very nice. Chris Carolan: All hubs all tiers. George B. Thomas: Nice. Chris Carolan: So powerful. Get your documents into HubSpot. George B. Thomas: A couple uh couple little things, couple little things. PDF, Word, PowerPoint, max file size 50 megabytes, just so you know, so you have that monster PDF, you might want to optimize it first. Um, and works both with custom assistants and Breeze agents. Very nice. Chris Carolan: No additional steps required for documents already in knowledge vaults. Yeah, that's so good. Chris Carolan: Oh, number five, create permissions for contacts, companies, deals, tickets, and custom objects. What is it? A new permission, each for contacts, companies, deals, tickets, and custom objects. These permissions will allow for admins to control whether a user is able to create each specific type of object separately from their permission to edit that object. Note, this permission controls user actions for create. It does not include workflows, uh form submissions, inbox conversation, email tracking and logging, Salesforce imports, automated company associations, HubSpot Sales Chrome extension, Salesforce sync for custom objects and form submissions with unique values for the primary display property uh that can create new custom objects. [12:10] **Create Permissions** Casey Hawkins: Why does this matter? Currently, any user that has permission to edit an object at all, such as a contact company deal ticket or custom object, is allowed to create new records for that object type. That has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their job, but in doing so, they're forced to allow users to be able to create records. Chris Carolan: Lots of screenshots here. Just look for that create button in the permissions area. Casey Hawkins: Wasn't am I crazy? Wasn't this kind of rolling out object by object and now is this just saying or is I am I thinking of something else? Chris Carolan: Yeah, I feel like it's been around for a little bit. Casey Hawkins: Maybe okay cool cool. In some capacity. Chris Carolan: Um, maybe the update is all these other I don't remember ever reading a list like this. No, I don't remember that list. Uh, so maybe that's the update. Casey Hawkins: Cause I remember a few months ago like every week it was like, now there's create permission for contacts. Now there's create permission for this that thing. Chris Carolan: Yeah. Go on. Chris Carolan: Uh, just understand the nuance, folks. Uh, view the full context of related records and clean up associations in bulk. What is it? You can now view the full relationship context around one or more records and remove outdated or incorrect associations in bulk, all in just a few clicks. From the index page, see all associated records in a single structured view and quickly clean up your data to keep your CRM accurate, reliable, and up-to-date. [13:58] **Relationship Context** Casey Hawkins: Why does it matter? CRM record associations can quickly become outdated when contacts change companies, deals shift ownership, or data imports create incorrect relationships. Today, keeping associations current requires time consuming workflows, developer support, or manual updates one by one. This creates inefficiencies that waste time and spread errors across records, making teams question whether their CRM data is trustworthy. The new bulk association editor saves time and reduces errors by giving you fast, straightforward way to inspect and remove incorrect associations in small batches. This helps ensure your CRM remains a reliable and high quality source of truth for your team. George B. Thomas: Hmm. Man there's some good updates today. Chris Carolan: Nice little if here. Wow, this uh, yeah, this structured view is new and exciting. Wow, type the number of associations blow to remove. Okay, that is awesome. Um, let's go. Uh, mobile local search in CRM objects. What is it? You can now search for records directly within CRM object screens on mobile for contacts, leads, deals, tickets, and custom objects, including within saved views without navigating to the global search bar. [15:45] **Mobile Local Search** Casey Hawkins: Why does it matter? Previously, finding a specific record on mobile required leaving your current screen to use the global search bar at the bottom of in the bottom navigation. This added unnecessary steps when you needed to quickly locate information. With local search, you can find records faster while staying in your current working area, helping you qualify leads and close deals more efficiently on the go. George B. Thomas: Everybody likes closing them deals efficiently while they're on the go. George B. Thomas: All righty. Chris Carolan: Oh man. Chris Carolan: Somebody out there is happy. Chris Carolan: Certainly happy. Casey Hawkins: This last one, I think they're pandering to you Chris. It's shown up like every day this week. Chris Carolan: Yeah, it feels like special portal. Uh, the line item portal. They're just like Chris, what's your portal ID? line items, that's my portal ID. George B. Thomas: Portal ID line items. Oh man. Yeah, line items to custom objects, folks. Uh, take care. Chris Carolan: Aren't you so happy? Chris Carolan: Aren't you so happy? I did get access to uh, I think it's going to be opened up uh more widely next week, but a private beta quotes uh with custom objects. George B. Thomas: Nice. Chris Carolan: Um, yeah, that team, Comms Sub team working super hard to cover all of the business use cases related to asking and uh accepting money from your customers without having to drive everything through deals. George B. Thomas: Hmm. Yeah. Chris Carolan: So, definitely appreciate what they're doing there. 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 Monday morning live at 7:30 a.m. Central or catch us anytime on Spotify, Apple Music, and 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 Carolan. Casey Hawkins: I'm Casey Hawkins. George B. Thomas: And I'm George B. Thomas. Chris Carolan: And this has been Wake Up Customer Platform. Now go build something amazing. Have a great day everybody.