Value-First AI Daily - Feb 6, 2026

๐Ÿ“… February 6, 2026 โฑ๏ธ 33 min
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Recording from live stream on 2/6/2026

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AI-Generated Insights

Key Points

  • โ€ข Enable deal splits (Sales Hub Enterprise) for advanced reporting.
  • โ€ข Automate actions based on campaign spend & contact influence.
  • โ€ข Offer granular email unsubscribe options for user control.
  • โ€ข Personalize website pages using variants, track performance.
  • โ€ข Comment on workflow triggers to clarify automation logic.
  • โ€ข Insert HubSpot videos directly into CRM/help desk emails.
  • โ€ข Document workflow decisions to reduce team confusion.
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Episode Transcript

Generated via AI Transcription (Gemini)โ€ข 90% confidence

[00:01] **Introduction** Chris Carolan: Good morning Hubspot Nation. It is time to wake up the 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-host Casey Hawkins and George B Thomas. We're here every weekday morning to make sure you're not sleeping on hubspot's show 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, February 6th, 2026. How we doing?

Casey Hawkins: Happy Friday. George B. Thomas: Happy Friday. You know, this is um I think if I do my math, right, this is the Friday before Friday the 13th. So, just just know that that's coming next week. Chris Carolan: That is coming. George B. Thomas: No, I'm just kidding, I'm just kidding. Chris Carolan: And, like, happy Friday to Kathy. Casey Hawkins: Hey, Kathy. Chris Carolan: We're going by Kathy. Your superstar yourself. Uh let's get into some updates.

[01:15] **Reporting on Deal Split Goals** Chris Carolan: Reporting on deal split goals. George B. Thomas: Nice. Chris Carolan: Uh what's changed? Updated the instructions for how to create a deal report to reflect recent updates in the goals app. What is it? You can now create single object reports based on deal splits and add goal lines to track performance against revenue targets. Casey Hawkins: Why does it matter? Previously teams using deal splits to track sales rep performance couldn't easily create reports with goal lines, requiring manual workarounds to measure progress against targets. Now, you can build dedicated deal split reports without hitting custom report object limitations. Add goal lines directly to deal split reports to visualize performance and automatically factor deal splits into Hubspot goals for revenue tracking. George B. Thomas: If this update excites you, one thing to note, this feature is available if deal splits are enabled for your portal. So, it's not something that's just automagically there, but you can turn on deal splits under settings objects and deals and setups and uh Chris, this uh deal splits is available for sales Hub Enterprise humans. So, there's a couple things. You've got to have sales up Enterprise and you got to enable it, then, you can do the things we're talking about this morning. Chris Carolan: Indeed. Uh step number one in these cases, uh set some goals and get them by the system. George B. Thomas: Yes, sir.

[03:03] **Make Campaigns Automatable in Workflows (Public Beta)** Chris Carolan: Uh, number two, make campaigns automatable in workflows in public beta. What is it? You now have access to campaign properties and events in workflows 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 this 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 your scale. With this release, you can trigger alerts when a campaign overspends its budget, automatically follow up with influenced contacts through tailored sequences, route tasks and updates based on campaign owner or team, and use Breeza Assistant to create a campaign based workflow. George B. Thomas: Again, I think it's very interesting to let people know that there's actually a new event. Um so, under the how does it work? There's a new event fires when a contact is influenced by a campaign. So, when you know there's an event that fires, it means that something that you can hook into uh to do things. So marketing hub professional marketing hub Enterprise, so us uh professional humans can leverage this. Chris Carolan: Indeed. Uh I'll tell you what, there's been a lot of focus on like CPQ and quote to cash, and that stuff getting better, but there is an event management, event marketing, um like power brewing over here that like again, I think I said earlier in the week get those event management spreadsheets into Hubspot and you will start to see immediate immediate value.

[05:12] **Configure Unsubscribe Links in Email** Chris Carolan: Number three, configure unsubscribe links in email. Uh what's changed? The uh they've added the KB article password, uh which can be found here. What is this update though? Configurable unsubscribe links let marketers control how an unsubscribe action is applied in emails instead of always removing a contact from all email communications. You can now configure the link so that it only unsubscribes them from the specific subscription type tied to that email. Casey Hawkins: Why does it matter? Marketers can control the unsubscribe experience choosing for contacts to either opt out of just one category of communication while staying saying staying subscribed to others. It can minimize users unsubscribing from all communications unintentionally. George B. Thomas: Yep and so historically I've taught like in the bottom of your email footer there's unsubscribe or manage preferences and I've always taught like hey switch it to manage preferences so they go to the manage preference page. Now, you'll see unsubscribe manage preferences and unsubscribe from this subscription type as a third option that you can select from. So, whatever you want to choose in there now you have different ways. Casey Hawkins: I think I I think I've said this every time, but I think that I like your manage preference route. I know it's like I know it's a few more clicks for like a user. Um, but I think I said this the last time this came up, if I click unsubscribe and then you just unsubscribe me from this one type, but you keep sending me other emails, I know I might not realize that there are many types. George B. Thomas: Multiple types, yeah. Yeah and honestly there are times when you want to add friction. And I believe when somebody is uh managing the way that you can communicate with them, you might want to apply some friction, which means a couple additional clicks so you can see that you still might want to get uh the Hubspot updates uh emails or the Hub Heroes emails or whatever it is. Um, there's there's good friction and bad friction, but lean into good. Chris Carolan: Lean into good. Uh yeah, make sure people know what's what's happening on each page. They'll often do things that you'd like them to do.

[08:05] **Personalization App Supports Website Pages** Chris Carolan: Number four, personalization app supports website pages. Uh what is it? The new personalization app now supports website pages, bringing everything you need to create, manage, and measure personalized web experiences into one central place. Using variants, you can quickly build audience specific versions of website pages without duplicating pages or manually adjusting individual modules. Whether you prefer for AI to do the heavy lifting or manually configure yourself, personalization helps you deliver the right website experience to the right audience faster. Casey Hawkins: Why does it matter? Website personalization has traditionally been difficult to scale. Creating multiple versions of pages often meant copying pages, managing inconsistencies, and losing visibility into what was actually performing. With variants for website pages, you can create and man and manage personalized page experiences in one place without duplication. Performance is tracked across all variants directly where you build them, making it easier to understand what is working and why. George B. Thomas: There's one thing that isn't in this product update that I wish was in the product update and also isn't really like talked about when you go to the actual page to do your person. Like, this is still based off of cookies, ladies and gentlemen. So, these personalization pages it has to be that somebody has been cookied that they're on the browser that they've been cookied in and so it's still it's still the foundational underlying of what smart content was when the contextual marketing uh certification was out and everybody was learning about it. It's still using that power. So then you need to understand that it still has said limitations. Anyway, just just know that, not saying that this isn't awesome, because it's awesome. I'm just saying we need to let people know the underlying of how it works as well. Casey Hawkins: Uh this personalization app came up a couple months ago on the helpline and I think they actually specifically asked why it's only available for landing pages and not website pages. George B. Thomas: Yep, they did. They did. Casey Hawkins: So good news. Uh there it is um, but also I'm happy to see this again because when it came up on the helpline, I I don't know if I don't remember if Kyle was back then, but I don't think anyone on the show was familiar with the tool. I think it's. George B. Thomas: No. I made a butthole of myself. Casey Hawkins: Okay. Chris was, sorry. George B. Thomas: What are you talking about? Casey Hawkins: But um all of that to say I I feel like it got buried, I don't know if it was during inbound. I don't know, but like happy to see it kind of Yeah. Chris Carolan: Yeah, it was during inbound. Uh came out during the 200 update drop. Um, but yeah, if you haven't heard of it before, uh it's over here in the marketing uh nav and it is different from smart content and the personalization toolset that you're used to. Uh so, if you're interested um uh come over here and check it out. Uh but as George mentioned, uh there has to be something involved that lets you know who is on the other side of that webpage to give that experience and it's cookies.

[11:45] **Add Comments to Workflow Triggers** Chris Carolan: Uh number five today, add comments to workflow triggers. What is it? You can now add comments directly to workflow triggers, not just workflow actions. This lets teams explain why a workflow starts, share context about trigger logic, and collaborate right where the automation begins. Comments on triggers work just like action comments making it easier to document and discuss workflow setup in one place. Casey Hawkins: Why does it matter? Workflow triggers often contain complex logic that's critical to how automations behave. By commenting on triggers, teams can reduce confusion, speed up reviews, and make workflows easier to understand for collaborators, especially when onboarding new teammates or revisiting workflows later. George B. Thomas: I I like this, actually I love this. I just wonder if how in how many organizations there is workflow collaboration or if there's one nerd back in a closet with a computer that just builds all the workflows. Like, Chris Carolan: I I don't know which the ladder. I'm not. George B. Thomas: I I just I mean I love it, don't get me wrong, I'm just like, and I know for me there are I'm sitting here going oh wow, um for clients it would totally make sense to like leave at least like a breadcrumb because my hopes is that they'd go look at the description that I leave in the actual workflow, but they probably aren't. And so like then you could at least leave some breadcrumbs uh there for them to see if they got curious. Hmm, interesting. Chris Carolan: Yeah. Good, that's great another avenue for to tag people and have they have them come in right into the place so that you want to have the conversation. Casey Hawkins: I've seen organizations like um lead routing is one I've seen where if there's like a temporary change in um lead routing, people comment that it was changed at this time like right there. Um I could see the same thing with like comments and enrollment triggers as well. Um I'm curious, specifically George you do a lot of training, like will comments in workflows become something you're like encouraging people from a like documentation standpoint? You don't. George B. Thomas: I think so. Like asking me that right now, my the only place my brain goes is like anytime I can notify somebody like I just I'm very try to be very careful of training things that don't equal noise and nonsense. And so like as long as I can train it in a way where there's like, hey you don't always have to tag somebody, there's like the breadcrumb usage and then there's the communication usage. So like, but yeah I I think this is a good thing where I would tell people to to leverage it and use it. Chris Carolan: Speaking of something else. George B. Thomas: Yeah. Chris Carolan: They should leverage and use. So glad I clicked on this button. Uh add Hubspot video into CRM email and help desk. George B. Thomas: Where'd that come from? Chris Carolan: In private beta. Uh what is it? You can now easily insert videos from your Hubspot video library directly into CRM and help desk emails. This new feature adds a video picker to the email composer streamlining how you share videos in customer communications. I'm so happy right now. George B. Thomas: Oh wow. And you get to press that beta button. Chris Carolan: You did. George B. Thomas: I did, I did. I and I got it right. I didn't, you know, do that, I did I did that right there. So, that was good. Um Oh, this is interesting. Sorry, Casey, go ahead. Casey Hawkins: No, you're fine. Uh why are Chris and George so excited? Content marketers and customer facing teams often use video to engage leads or respond to support requests. Previously, inserting video required manual workarounds, uploading and attaching video files, or copying links from other tools. Now, you can quickly pull videos from your Hubspot video library right from within the email composer, making it easier to add relevant videos without leaving your workflow. This saves time and ensures a more consistent video sharing experience. Chris Carolan: This is one of those emotional uh updates. George B. Thomas: I mean can can I just, can I just um I don't know if I'm allowed to talk about this. Oh well, what are they going to do? Chris Carolan: Yeah. There's there's lots of reasons that this is happening. George B. Thomas: So, well no I I'm going to go one one reason Chris. Uh can you share my screen for a second? Chris Carolan: I can. George B. Thomas: Yeah, if you, this is why I'm excited. If you go to content and go to videos, uh you might not be able to get there, but in the very near future you might be able to record video. Uh which means I can record a video in Hubspot right here right now and then go over to CRM, contact, and then send said video to human. What happened to my text stack? It just shrank. Chris Carolan: Yeah. Uh I was just on a call yesterday and was like getting them excited about using clips for social and it comes up, well how how can we use those you know, via email? And it's like, oh yeah, we'll just we got to make a thumbnail and then put the link in it and then we can add it. George B. Thomas: Nope. Chris Carolan: Right on time. Yeah, it's just good. Thanks so much Hubspot. Uh doing an amazing work over there. Remember, folks, you probably already own the solution you're looking for in Hubspot and it might be one to one videos via email. Sometimes you just need to wake up to it. Join us Monday morning live at 7:30 a.m. Central. Catch us 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 Carolan. Casey Hawkins: I'm Casey Hawkins. George B. Thomas: And I, George B. Thomas. Chris Carolan: And this has been Wake Up Customer platform. Now go build something amazing. Have a great weekend everybody.

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