Value-First AI Daily - Feb 17, 2026

[00:04] **Introduction** Casey Hawkins: [Inaudible] Nico Lafakis: Hello. Casey Hawkins: What is that from? Uh, good morning, I guess, because Chris was here, but now Chris isn't here. Casey Hawkins: Yeah. Nico Lafakis: As the saying goes, good morning, HubSpot Nation. Casey Hawkins: Welcome to Wake Up Customer Platform. George B. Thomas: Wow. Casey Hawkins: Have you ever like just watched a train wreck and you're like, you wanted to stop it, but you couldn't stop it because you didn't know it was coming. Casey Hawkins: I feel like that's this morning, but um, wow. Casey Hawkins: Is it not better than last week when this happened though, and you were muted? George B. Thomas: Oh, yeah, well, yeah. George B. Thomas: Yeah, at least I'm not muted this time. Casey Hawkins: And uh, we just like had to um, roll with it. George B. Thomas: Yeah. Casey Hawkins: Yeah, well, how are you doing today, George? George B. Thomas: I'm doing good, Casey. How are you doing? Casey Hawkins: I'm I'm doing great. Casey Hawkins: I am happy to be here. Casey Hawkins: I just realized though, I don't think either of us have there he is, great, because I was. Nico Lafakis: Good morning. Chris Carolan: There we go. Casey Hawkins: Wow. Chris Carolan: That was that was the funnest uh, morning train wreck I think I've ever had. Chris Carolan: But now you're here. Nico Lafakis: I've had lots of practice uh, with these these moments. Nico Lafakis: How about I just share my screen and we get into it? Nico Lafakis: Oh man. Casey Hawkins: I was like, okay, I could share my screen and we could go from there, but then I was like, actually, I can't. Casey Hawkins: I have to, I don't have permission. George B. Thomas: Yeah. George B. Thomas: Oh, yeah, that would have been fun. Nico Lafakis: So, here we go. Nico Lafakis: Uh, and we're off. Nico Lafakis: HubSpot link previews uh, aka unfurls in Slack has been in beta for a minute. Nico Lafakis: Uh, it's live now. Nico Lafakis: What is it? Nico Lafakis: When you share a HubSpot record link in Slack, you'll get context rich structured previews with no extra clicks required. Nico Lafakis: What used to be just a static URL is now a snapshot of your CRM data, conveniently visible within your Slack conversations. Nico Lafakis: With this improvement, key information will be automatically displayed when links to supported HubSpot objects are shared in Slack, giving your team immediate context and further unifying your CRM and communication platform. Casey Hawkins: Why does it matter? Casey Hawkins: More data, fewer silos. Casey Hawkins: This improvement brings more of your CRM insights from HubSpot directly where your team communication happens in Slack. Casey Hawkins: Uh, get critical CRM insights without leaving your conversations, accelerate decision making by providing key details right where discussions happen, reduce cognitive load by reducing the need to switch between multiple tools and keep everyone aligned with in line context. Chris Carolan: It's a very interesting screenshot on that one too, like under how does it work, the thing that grabs my brain, we don't have to have a long discussion about it, but it literally has a summarized deal with breeze button in the screenshot of what would be showing up in your Slack. Chris Carolan: So that's quite interesting to me. Nico Lafakis: Indeed, literally uh, can talk to your data wherever it's showing up now. [13:00] **HubSpot Update #2: New Look for Approval Settings** Nico Lafakis: Number two, new look for approval settings. Nico Lafakis: What is it? Nico Lafakis: Uh, in marketing Hub and Sales Hub, a redesigned approval settings experience that makes it easier and clearer for admins to configure how approvals work across their account. Casey Hawkins: Why does it matter? Casey Hawkins: The new design reduces confusion and setup friction, so teams can get the right approvals in place faster and with more confidence. Chris Carolan: If that's something you need then hit that beta button. Casey Hawkins: Yeah, I was just working in the approval settings yesterday for something. Casey Hawkins: I am curious what will change. George B. Thomas: Mhm. Nico Lafakis: Uh, indeed. Nico Lafakis: Where are the approval settings? Nico Lafakis: I don't, I don't even, I've never even been there. Casey Hawkins: Um, I was in the deal ones, which happened from how I got there at least was through the pipeline management and you can do pipeline settings to get to approvals. Casey Hawkins: I'm not sure from. Chris Carolan: The good thing is you can go to your global uh, search, which people don't use enough in HubSpot. Chris Carolan: Yeah, yeah, yeah. Chris Carolan: You can just type the word approval and then you'll see approval settings, quote approval settings, and quote settings actually all show up in that uh, global search. Chris Carolan: So that's maybe the easiest way to get people there. Nico Lafakis: There you go. [15:03] **HubSpot Update #3: Export History Retention Policy** Nico Lafakis: Uh, number three, export history retention policy. Nico Lafakis: What is it? Nico Lafakis: Beginning on March 2nd, in just a couple weeks, HubSpot will automatically delete. Nico Lafakis: They will automatically delete export records that are three or more years old to optimize system performance. Casey Hawkins: Why does it matter? Casey Hawkins: You'll maintain access to recent export history while HubSpot focuses engineering resources on new feature development. Casey Hawkins: Your export workflow remains unchanged. Casey Hawkins: Only the historical record of very old exports will be affected. Casey Hawkins: Expert files themselves are still available for 30 days after creation as always. George B. Thomas: Mhm. Chris Carolan: I don't know how I feel about this one. Chris Carolan: But it's going to happen, so be ready for it. George B. Thomas: Yes, indeed. [16:13] **HubSpot Update #4: Granular Filter Insights in Segments** Nico Lafakis: Uh, number four, granular filter insights in segments. Nico Lafakis: What is it? Nico Lafakis: For the first time, you can see exactly how each filter shapes your segment as you build it. Nico Lafakis: We're introducing granular filter insights to the segment building experience, providing you with real-time visibility into how each filter influences your total audience size. Nico Lafakis: As you create or refine a segment, whether you're adding a single filter or combining multiple, you will now be able to see exactly how many records match at each step. Nico Lafakis: Which filters are expanding or narrowing your audience, whether a filter has no effect at all, clearly flagged at zero matches. Nico Lafakis: With this added transparency, you can build smarter, more accurate segments without the guesswork, understand how each filter impacts your total segment by understanding which part of your total population meets each filter's criteria. Casey Hawkins: Why does it matter? Casey Hawkins: Until now, building complex segments often involved trial and error. Casey Hawkins: You'd add filters, save the list, and then see if your results matched expectations. Casey Hawkins: This made it difficult to determine which filters were beneficial, which were detrimental, and which had no effect at all. Casey Hawkins: Granular filter insights change it changes that by providing real-time feedback as you build. Casey Hawkins: You'll be able to test your filters regularly to prevent wasted efforts, spot issues instantly when filters don't behave as expected, and fine tune segments with precision, ensuring your audience is exactly what you need. Casey Hawkins: The result faster and more competent segment building and better outcomes when you put those segments into action. Chris Carolan: Very nice. George B. Thomas: Very helpful. [18:23] **HubSpot Update #5: Customizable Extended Sidebar for Customer Success Workspace** Nico Lafakis: Number five, customizable extended sidebar for customer success workspace. Nico Lafakis: What is it? Nico Lafakis: Users see a persistent customizable sidebar with comprehensive customer context and actions directly in the customer success workspace. Casey Hawkins: Why does it matter? Casey Hawkins: User need, customer success professionals often lose efficiency by switching to the record page to access customer context. Casey Hawkins: They also find that the default side panel is not relevant enough to be able to help and they need to be able to customize it. Casey Hawkins: Benefit, this feature lets users view and act on critical and specific customer information in one place, reducing workflow disruption and saving time. Chris Carolan: I'm really excited to see where this goes. Chris Carolan: I was. Casey Hawkins: I was thinking this was saying all the Chris Carolan words. Nico Lafakis: Yeah, I imagine a persistent sidebar all over HubSpot. Nico Lafakis: I think this could be a precedent for that. Nico Lafakis: Uh, number six. [19:56] **HubSpot Update #6: Auto-Enrollment for Developer Platform Betas** Nico Lafakis: Auto-enrollment for developer platform betas. Nico Lafakis: What is it? Nico Lafakis: This is a one-time opt in for developers who want access to the latest beta versions of the HubSpot developer platform. Nico Lafakis: By opting in, you acknowledge that you're choosing to work with beta versions of the developer platform and will gain access to all current and future platform betas without needing to request access each time a new beta is released. Chris Carolan: Nice. Casey Hawkins: Wow. Casey Hawkins: Why does this matter? Casey Hawkins: Get early access to upcoming platform changes without needing to opt in each time. Casey Hawkins: Once enrolled, you'll automatically access all future developer platform betas as they're released, making it easier to continuously test updates before generally available. Casey Hawkins: Please note, beta versions may include incomplete features, breaking changes, or other instability before the stable GA release. Casey Hawkins: Was that please note was a little scary in the end? Chris Carolan: Is this the first time we've seen GA spelled out in in an update? Chris Carolan: Uh, I think it might be. Chris Carolan: Uh, thank you HubSpot. Chris Carolan: I think that's the most common acronym uh, we get on the admin's hug um coming from the HubSpot product team. [21:19] **HubSpot Update #7: Sunsetting the "Similar Workflows" Report** Nico Lafakis: Uh, number seven today, we are sunsetting, HubSpot is sunsetting the similar workflows report in workflows health tab. Nico Lafakis: We are sunsetting the similar workflows report in the workflows health tab on March 16th, 2026, customers will no longer have access to this report. Casey Hawkins: Why does it matter? Casey Hawkins: As we continue evolving our workflows experience, our goal is to provide more scalable and intuitive tools that better help you identify workflows that overlap are connected or maybe accomplishing similar goals. Casey Hawkins: As we invest in improving the workflow experience, we're focusing on solutions that deliver clear insights and help you confidently identify and manage overlapping workflows. Casey Hawkins: If you actively use this report or have feedback on what would make a better experience for identifying similar or overlapping workflows, we'd love to hear from you. Casey Hawkins: Please share, share your feedback here. Casey Hawkins: And then there's a Google Forms link. Chris Carolan: Nice. Casey Hawkins: I don't know if I knew this report existed. Casey Hawkins: Could be why they're sunsetting it. Casey Hawkins: Maybe why. [22:23] **HubSpot Update #8: TikTok Ads Integration is in Private Beta** Nico Lafakis: Uh, and of course, no social integration would be complete without its ads counterpart. Nico Lafakis: Uh, TikTok ads integration is in private beta. Nico Lafakis: What is it? Nico Lafakis: You can now create a new TikTok ad account or connect your existing TikTok ad accounts to HubSpot. Nico Lafakis: Once you do so, you'll be able to one, view TikTok ad reporting alongside other channels. Nico Lafakis: Two, view how many contacts and deals are attributed to your TikTok ad campaigns. Nico Lafakis: Three, sync contact segments as TikTok audiences. Nico Lafakis: And four, add tracking TikTok pixels to your website. Casey Hawkins: Why does it matter? Casey Hawkins: TikTok is one of the fastest growing ad channels, especially since short form video has become the number one content type for marketing ROI. Casey Hawkins: Connecting your TikTok ads account to HubSpot will allow you to have all of your ad data in one unified place, view attribution insights and sync first-party data, which would not be possible using TikTok ads alone. Casey Hawkins: And there's a Loom demo. Chris Carolan: I love this, how does it work in true TikTok fashion. Nico Lafakis: If a video demo is more your thing, please check out this Loom demo. Chris Carolan: Nice. Chris Carolan: Is it everybody saying? Chris Carolan: I'm pretty sure it's everybody's. Chris Carolan: Everybody. Casey Hawkins: Maybe. Chris Carolan: I have been asked once or twice to not send videos and just send uh, articles, believe it or not. Chris Carolan: So maybe not everybody, but most, most humans. George B. Thomas: Indeed. [24:14] **HubSpot Update #9: Restoring Property Edits Beta Merge** Nico Lafakis: Uh, we've got a de prioritization here, restore property edits, uh, beta merge. Nico Lafakis: What has changed? Nico Lafakis: Restoring property edits allows users to undo an action in their CRM. Nico Lafakis: We are now merging this functionality with the seamlessly restore CRM data beta. Nico Lafakis: All existing users in this beta have already been moved over to the new one, so there is no action needed to keep this feature. Nico Lafakis: And it looks like only impacts enterprise users. Nico Lafakis: So thank you for this notification. [24:58] **HubSpot Update #10: Improved Spam Visibility and Management in Forms** Nico Lafakis: Uh, improved spam visibility and management in forms. Nico Lafakis: What is it? Nico Lafakis: We've made updates that improve how spam submissions are surfaced and understood across forms. Nico Lafakis: These changes make existing spam information easier to find, interpret, and most importantly, act on. Nico Lafakis: Updates include a new spam tab on each form, richer spam submission details. Nico Lafakis: Easier access to spam protection settings. Nico Lafakis: Easier access to spam submissions across all forms from the global forms analyze tab. Nico Lafakis: And of course, we have a nice screenshot here. Chris Carolan: Nice screenshot. Nico Lafakis: Show you how much visibility you actually have. George B. Thomas: [Inaudible] George B. Thomas: Go ahead. Casey Hawkins: Why does it matter? Casey Hawkins: It's been challenging to understand where spam shows up, how serious it is, and what actually needs your attention. Casey Hawkins: Spam submissions haven't been easy to locate, making it confusing and time consuming to review and clean up your data. Casey Hawkins: These updates make spam easier to notice, interpret and manage, reducing the time needed to triage submissions and improving clarity across the entire forms experience. Chris Carolan: So there once was a day and I don't know if it's still that way or not, but I'm curious. Chris Carolan: Um, you know how you can do like uh, unsubscribe or hard bounce in segments, but you could never really do like a spam list in segments. Chris Carolan: Um, is that still the fact that you can't do spam like lists in segments or do you think this is getting us in the direction of where we'll be able to create a segment that is like marked as spam? Chris Carolan: Or do we have that? Nico Lafakis: I haven't seen it, but this level of granularity, uh, I'd feel like that should be should be possible. Chris Carolan: Maybe uh, maybe Casey, maybe that's a helpline question of like creating a, if it's possible to create a segment of spam marked as spam. Chris Carolan: Because I can think of some automations that would be nice to run on something like that. Casey Hawkins: Yeah. Chris Carolan: Cool, moving on. Casey Hawkins: See how I just do that little wrench in here? Casey Hawkins: Let's keep talking about dates. Casey Hawkins: We got tomorrow for that. Casey Hawkins: I'm thinking, I'm thinking too much. Casey Hawkins: You can't ask me something like that, George. Chris Carolan: Right. Chris Carolan: That's actually a really good conversation too, spam uh, issues when you become more accessible to your audience. Nico Lafakis: Yeah. [27:40] **HubSpot Update #11: Enhanced Multi-Step Form Logic** Nico Lafakis: Um, number 11, enhanced multi-step form logic with hide and show steps. Nico Lafakis: What is it? Nico Lafakis: We're introducing powerful new upgrades to conditional logic in multi-step forms, giving you more control over what visitors see as they move through your form. Nico Lafakis: You'll now find two new step level logic actions available in the forms editor. Nico Lafakis: Hide steps, hide one or more steps when conditions are met or show steps, reveal steps dynamically based on a visitor's responses. Nico Lafakis: We've also improved the field level actions you already use today. Nico Lafakis: Show fields now includes rich text and content blocks, allowing you to reveal content dynamically. Nico Lafakis: And the skip to step is now deprecated as hide steps provides a simpler and more flexible way to design multi-step paths. Nico Lafakis: In addition, forms now support a smoother completion experience when logic hides the final step. Nico Lafakis: If hide steps removes all remaining visible steps, the form will automatically surface the submit button, allowing the visitor to submit without navigating further. Nico Lafakis: These improvements make it easier to build clean personalized and frictionless multi-step experiences for every visitor. Casey Hawkins: Why does it matter? Casey Hawkins: Forms work best when they feel straightforward and relevant. Casey Hawkins: Previously, it was difficult to tailor multi-step forms to each visitor's situation. Casey Hawkins: Skip to step required multiple rules and couldn't hide the final step. Casey Hawkins: With the new hide steps and show steps actions, your forms can now adjust automatically based on how someone responds. Casey Hawkins: This means visitors only see the steps and information that apply to them while irrelevant sections are removed. Casey Hawkins: The result is a shorter, clearer experience that reduces friction, improves completion rates and makes complex forms easier to manage. George B. Thomas: Mhm. Chris Carolan: Getting pretty powerful over there with those step forms. George B. Thomas: Yeah, it is. Chris Carolan: Very cool. [29:51] **HubSpot Update #12: Giving Instructions to Your Customer Agent** Chris Carolan: Also very cool, giving instructions to your customer agent. Chris Carolan: What is it? Chris Carolan: You can now define clear guidelines for your agent's tone, response style, scripted responses, and guard rails. Casey Hawkins: Why does it matter? Casey Hawkins: Previously, the agent's tone, style, guard rails came from a single personality and a fixed set of HubSpot guidelines. Casey Hawkins: Customers wanted more control. Casey Hawkins: Guidelines solve this by letting you write natural language instructions, so the agent consistently responds the way you intend. Chris Carolan: Interesting. Chris Carolan: This once was called expressions. Chris Carolan: Now it's guidelines. Chris Carolan: Very cool. George B. Thomas: Workshoping the name there. Chris Carolan: Yep, yep. Chris Carolan: Marketing in action, folks. Chris Carolan: Uh, not surprising, as expressions was was an interesting way to put it. Chris Carolan: Yes, yes. Chris Carolan: But uh, yeah, give your your customer agent guidelines, so it can do what what you want it to do. [30:55] **HubSpot Update #13: Ask Breeze Assistant About App Listing Performance** Chris Carolan: Ask breeze assistant about app listing performance. Chris Carolan: What is it? Chris Carolan: HubSpot Marketplace app owners can now use breeze assistant within marketplace analytics to analyze the performance of their app listing. Chris Carolan: Ask natural language questions about your listing's analytics and receive immediate data backed responses. Casey Hawkins: Why does it matter? Casey Hawkins: Previously, analyzing app listing performance can require manually filtering reports and interpreting multiple data points. Casey Hawkins: Using breeze streamlines the process. Casey Hawkins: Instead of navigating dashboards, you can ask direct questions such as, how many page views has my listing received and where is that traffic coming from over the past 30 days? Casey Hawkins: What are the top search terms where my listings appeared? Casey Hawkins: What about the last five days? Casey Hawkins: Breeze acts as an analytical partner helping you quickly surface insights, so you can focus on optimizing your listing and driving growth. Chris Carolan: Makes sense. Chris Carolan: Get your apps in there, we can give you the details. [31:57] **HubSpot Update #14: Enhanced Frozen Columns** Chris Carolan: Enhanced frozen columns. Chris Carolan: What is it? Chris Carolan: We've upgraded our table experience to give you total control over how you view your data. Chris Carolan: You can now use freeze as many columns as you need to keep your most important information in sight. Chris Carolan: We've also made it much more intuitive. Chris Carolan: Simply drag and drop any column into the frozen area to lock it in place instantly. Casey Hawkins: Why does it matter? Casey Hawkins: Every workflow is unique and we don't believe your tools should limit how you organize your data. Casey Hawkins: Whether you need to see two columns or 10 while you scroll, you now have that flexibility to build the exact view you need. Casey Hawkins: This update is part of our ongoing commitment to quality, ensuring our tables are not only the more powerful, but also easier and more natural to use. Chris Carolan: Interesting. George B. Thomas: Joining that beta, of course. Chris Carolan: Yeah, join that beta. Chris Carolan: And if you have, you know, one of those giant monitors, you like 10, 10 frozen columns is uh. Casey Hawkins: I was thinking that too. Casey Hawkins: Yeah, anything else? Chris Carolan: It's a lot of columns. Chris Carolan: It's a lot of freezing. Chris Carolan: Maybe we're building something else in those moments. Chris Carolan: Uh, but yeah, as many as you want now, folks. [33:08] **HubSpot Update #15: Quote Associations to Custom Objects** Chris Carolan: Uh, number five, quote associations to custom objects. Chris Carolan: What is it? Chris Carolan: Customers can associate quotes with custom objects. Chris Carolan: 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. Casey Hawkins: Why does it matter? Casey Hawkins: Linking quotes to a custom object keeps everything in one place, making it easy to reference quotes directly from the object and ensuring accurate reporting. Casey Hawkins: Some nice screenshots. Casey Hawkins: I don't know if those were in there last time, but totally nice. Chris Carolan: Very cool. [33:51] **HubSpot Update #16: Transfer Calls Across Workspaces** Nico Lafakis: Number six, transfer calls across workspaces and transfer outbound calls. Casey Hawkins: I think you mean 16, but. Nico Lafakis: Number 16, yes. Chris Carolan: Yeah, [Inaudible]. Chris Carolan: I could not I could not bring it back into my mouth that I wanted to though. Chris Carolan: What is it? Chris Carolan: When a rep needs help resolving a conversation or determines another team member would be better suited to handle it, they can now transfer inbound and outbound calls directly to that person. Chris Carolan: To receive transferred calls, users must be assigned to a HubSpot number. Casey Hawkins: Why does it matter? Casey Hawkins: This update expands transfer functionality to include the following. Casey Hawkins: Users can now transfer inbound and outbound calls. Casey Hawkins: Users can now transfer calls between workspaces and individual phone numbers. Chris Carolan: Very cool. George B. Thomas: Oh, makes sense if we want to support teams with calling. [34:47] **HubSpot Update #17: Improvements to Reply Recommendations** Nico Lafakis: Improvements to reply recommendations. Nico Lafakis: Uh, got the major update tag here in this one. Nico Lafakis: This is in development. George B. Thomas: Oh. Nico Lafakis: Uh, for looking statement at the front. Nico Lafakis: No promises made, but what is it? Nico Lafakis: Uh, we're unifying reply recommendations and customer agent into a single cohesive experience. Nico Lafakis: This update includes reply recommendation setup now lives within the customer agent app, a streamlined rep experience in help desk with an improved reply flow. Nico Lafakis: And higher quality recommendations, which are more personal, thorough, and accurate. Nico Lafakis: Again, this is in development, not available yet. George B. Thomas: Yeah. Casey Hawkins: Why does it matter? Casey Hawkins: The challenge, um, support teams need more need to move faster without sacrificing quality or control. Casey Hawkins: The solution, reply recommendations give reps AI powered recommendations that keep humans in the loop. Casey Hawkins: Review, edit, and send, rep stay in control while moving significantly faster. Casey Hawkins: Why now? Casey Hawkins: Reply recommendations and customer agent already share the same content sources. Casey Hawkins: This update makes it easier to get more immediate value from customer agent without deploying a live autonomous agent. Casey Hawkins: It's a low risk entry point that lets teams respond quickly and close tickets faster, deploy AI assistance without going fully autonomous, build confidence in AI outputs throughout hands-on experience, improve answer quality over time as your team refines content sources and manages everything from a unified admin experience. Chris Carolan: Makes sense. [36:10] **HubSpot Update #18: Meeting Note Taker with Smart Deal Progression** Chris Carolan: We also have meeting note taker with smart deal progression. George B. Thomas: Woah, my. Casey Hawkins: I like the sound of this. Chris Carolan: Yeah, it's been pretty powerful in my experience. Chris Carolan: Uh, what is it? Chris Carolan: Enable sales and customer success teams to close more deals faster by ensuring every conversation leads to clear next steps and timely follow up. Chris Carolan: Smart deal progression uses your meeting transcripts and deal history to handle the manual work that follows a customer call. Chris Carolan: After every meeting, HubSpot analyzes the conversation to suggest CRM updates, draft follow up emails and surface high value next steps such as sending a proposal or booking a follow up. Chris Carolan: Reps can quickly review and confirm these suggestions, ensuring every interaction moves the deal forward. Casey Hawkins: Why does it matter? Casey Hawkins: Rep spend hours every day on manual tasks like writing follow up emails, creating tasks and updating CRM records. Casey Hawkins: Smart deal progression automates this busy work, so reps can stay focused on their customers. Casey Hawkins: By using the actual context from your conversation, HubSpot provides accurate suggestions that ensure no detail is forgotten. Casey Hawkins: This helps your team follow up faster, keeps your pipeline clean and prevents deals from stalling. Casey Hawkins: When every conversation leads to a clear next step, you can close more deals with less manual effort. Chris Carolan: Have you experienced this yet, George? George B. Thomas: I have not. Chris Carolan: Ah, it's it's uh, with minimal setup, getting these kinds of emails in in the email inbox uh, has been a wonderful thing. Chris Carolan: Uh, one request, and we're we're getting closer that we're adding customer success teams to the mix is that the emails that I'm getting are in relationship to weekly coaching calls, which there is no deal um, you know, associated with, but if we were to call it smart, you know, relationship progression or something like that, uh, it would make a lot more sense. Chris Carolan: Um, but either way, really enjoying, like I can't under can't overstate the uh, the low amount, like the zero setup that I did to all of a sudden get this super relevant contextual email right after the call that uh, you know, super helpful and as you click in, it gives you an opportunity to, you know, update properties. Chris Carolan: Uh, uh, get in there if that's uh, interesting for you. [38:56] **HubSpot Update #19: Workflow CRM Property Data Restore** Chris Carolan: Workflow CRM property data restore. Chris Carolan: What is it? Chris Carolan: Workflow CRM property restore is a feature that allows admins to safely undo CRM property changes made by a workflow within the last 14 days. Chris Carolan: Instead of manually fixing records, you can restore property values that were changed during that period, helping you quickly recover from unintended changes. Chris Carolan: Workflow data restore is built on HubSpot's unified data backup and restore system, which automatically captures CRM changes made in the last 14 days. Chris Carolan: This ensures you can reliably restore CRM property updates done by a workflow. Casey Hawkins: Why does it matter? Casey Hawkins: Workflows are powerful automation tool are a powerful automation tool in HubSpot that can update thousands of CRM records in seconds. Casey Hawkins: However, if it's configured in a way that doesn't match the intended outcome, such as an incorrect enrollment criteria, logic errors or accidental edits, it can unintentionally update or delete a large number of CRM records. Casey Hawkins: Without an easy way to undo these updates, users spend hours manually exporting, filtering and repairing data that get things back to the way they were. Casey Hawkins: Um, workflow serum data restore helps teams recover quickly from automation mistakes, reduce operational risk when iterating on workflows, save time and prevent manual cleanup, maintain data trust across teams. Casey Hawkins: By giving you a way to undo changes, data work workflow data restore makes workflow safer to use at scale, especially for teams that rely heavily on workflows to manage critical CRM data. Chris Carolan: This is a powerful update. Chris Carolan: For sure available at the enterprise level. [40:33] **HubSpot Update #20: Additional Company News Signals** Chris Carolan: We've got additional company news signals. Chris Carolan: What is it? Chris Carolan: You can now track four new company news signals within buyer intent, industry recognition, office closure, physical expansion and regulatory approval. Chris Carolan: These signals notify you the moment a target account hits a milestone or changes its physical footprint, so you can tailor your outreach to what's happening in the world right now. Casey Hawkins: Wow. Casey Hawkins: Why does it matter? Casey Hawkins: Timing is everything in sales. Casey Hawkins: These signals empower your team to engage with context, reach out to congratulate a prospect on an industry award or offer expansion related services the moment they receive regulatory approval. Casey Hawkins: Automate your prioritization, use physical expansion or analysis recognition as triggers in your workflows and lead scoring to ensure your reps are focused on the accounts with the most momentum. Casey Hawkins: Stay informed without the manual search. Casey Hawkins: Stop Googling your target accounts. Casey Hawkins: These updates flow directly onto the company timeline, giving your team the news they need where they already work. Chris Carolan: Very nice. Casey Hawkins: Uh, I was just thinking, um, our friend Riley Powell would be excited about any new um, signals. Casey Hawkins: He's very hot on signals in scoring, so. George B. Thomas: Yes, and who gets it? George B. Thomas: HubSpot credits uh, 10 credits per company to activate this. George B. Thomas: And if you haven't been to the buyer intent section and you are also paying third party sources for data, please, please take a look at this section of HubSpot, um, getting better by the day. [42:14] **HubSpot Update #21: Add Line Items to Deals via Workflow Actions** Chris Carolan: Four more maybe, if I can uh, analyze this list of nine. Chris Carolan: Um, we've got add line items to deals via workflow actions. Chris Carolan: What is it? Chris Carolan: You now have access to a new workflow action that lets you automatically add line items to a deal. Chris Carolan: Within a workflow, you can select a specific product from your product library, set a quantity and automatically attach that line item to the deal when the workflow runs. Chris Carolan: This brings product and pricing logic directly into your automations, no manual deal updates required. Casey Hawkins: Why does it matter? Casey Hawkins: Before this, adding products to deals required manual work or post automation cleanup. Casey Hawkins: Now you can fully automate deal setup the moment a trigger fires, ensure consistent products and qualities are applied every time, reduce human error and save time for sales and ops teams, build more advanced revenue workflows, for example, auto adding onboarding fees, setup packages, or standard bundles. Casey Hawkins: This is a huge unlock for automation, especially for teams standardizing how deals are created. George B. Thomas: Indeed, also replaces a lot of custom coded actions in workflows that uh, traditionally were used to support this kind of activity. George B. Thomas: Mhm. George B. Thomas: This is a big, big update that a lot of people are excited about. [43:50] **HubSpot Update #22: Conditional Scoring with "AND"** Chris Carolan: We also have conditional scoring with and for health and lead scores. Chris Carolan: What is it? Chris Carolan: You can now create conditional scoring rules using and that award points only when multiple criteria are met. Chris Carolan: Check out this quick video demo to learn more. Chris Carolan: Uh, two types of conditional scoring, cross property criteria or fit scoring, combine multiple property criteria to award points only when all criteria are met for a single object. Chris Carolan: We also have event specific criteria or engagement scoring. Chris Carolan: Award points when a specific event happens in a specific context for a single object. Casey Hawkins: Why does it matter? Casey Hawkins: Um, previously health scores only supported single criterion rules. Casey Hawkins: While you could use segments, list, memberships or workflow enrollments as workarounds for conditional logic, those approaches added friction and required you to leave the customer success workspace. Casey Hawkins: Now you can create conditional scoring rules natively with health scores. Casey Hawkins: This lets you capture compound qualifications for fit and contextual signals for engagement resulting in more accurate health scores. Casey Hawkins: Um, when we first heard about this, um, actually I think you talked about this with me, Chris, um, and we tested it out a little. Casey Hawkins: