Value-First AI Daily - Feb 24, 2026

[00:04] **Introduction** Chris Carolan: Good morning, HubSpot Nation. It's time to wake up Customer Platform with your 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 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 Tuesday, February 24th. What are we doing?

[00:43] **Happy Tuesday** Casey Hawkins: Happy Tuesday. George B. Thomas: Happy Tuesday, almost March. Casey Hawkins: I can tell because the sun is starting to cut to my desk. Chris Carolan: Oh, yeah. Casey Hawkins: So things are changing. Yeah.

[01:04] **Tiktok Integration** Chris Carolan: Um, let's dive into some updates. Uh, TikTok integration for Social. Uh, what's changed? Added a link to the official HubSpot Knowledgebase article for this beta. It's always nice when we have a Knowledgebase article to go with our features. Uh, what is this feature? You can now connect TikTok accounts to HubSpot to draft, schedule, and publish TikTok videos, monitor and reply to comments on your posts and mentions of your account by others, and analyze TikTok organic social performance. Casey Hawkins: Why does it matter? TikTok continues to grow as an influential social network enabling your business to stay competitive. Build brand awareness and reach new audiences. Bringing TikTok publishing, replying, and reporting into HubSpot enables you to manage your social presence across networks in one unified platform. Chris Carolan: Very nice. George B. Thomas: There you go. We have arrived, ladies and gentlemen. We have arrived. Chris Carolan: Rejoice. Uh, that's in private beta. Sign up.

[02:16] **Quote Associations to Custom Objects** Chris Carolan: Uh, we got quote associations to custom objects is live. What is it? Customers can associate quotes with custom objects. 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? 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. Chris Carolan: Very nice. And do this super easy in the data model, uh, builder. Very cool.

[02:57] **New Notion Integration** Chris Carolan: We've got a new Notion integration is in private beta. What's changed here? Updated the installation link to point directly to the Notion Data Sync listing in the HubSpot Marketplace for easier access. Uh, what is it? A new two-way data sync app with Notion. This new app mirrors the comprehensive integration capabilities found in our 100-plus data sync apps, which automate the synchronization of data fields and objects across platforms, reducing manual work and ensuring data consistency. With customizable field mappings, filter settings, and real-time updates, Data Sync allows users to maintain up-to-date information across their business tools. Alongside two-way sync, Notion is available as a source in Data Studio, where teams can ingest Notion databases into a pre-CRM workspace to join, clean, to join, clean, and transform the data. When and only when they're ready, they can activate the data set in HubSpot. Data Studio itself is currently in beta and included with Data Hub Professional and Enterprise. Casey Hawkins: Why does this matter? With the Data Sync app, Notion and HubSpot sale stay aligned automatically. Changes made in either system are reflected in the other, so both tools are always up to date. It always makes moving data from Notion into HubSpot fast and painless when you're ready to migrate. With Data Studio, you can bring Notion data into your workspace to join, enrich, combine, and clean data before using it in the CRM reports, workflows, segments, or even export it again. A lot of stuff coming to that Data Studio, um, sinking, so. Chris Carolan: Yes, indeed. Unboxing on Friday afternoon at 1:30 Central. Uh, very excited for that.

[05:17] **View Number of Emailable Contacts** Chris Carolan: See number of emailable contacts in segments live. What is it? View how many contacts in a segment are eligible to receive emails. Casey Hawkins: Easy enough. Why does this matter? When creating email campaigns, you need to know how many contacts will actually receive your message, so that you can avoid a surprise if only a portion of your segment is reachable and refine your segment for more effective email marketing. Prior to this update, you may spend time creating a segment only to find that certain contacts are not eligible to receive an email. Now you can identify the emailable contacts in that segmentation process. Um, I'm very happy about this. I've, for, you know, workarounds and things to do this. Um, I have one client that would specifically send me lists and say, how many of these are actually emailable? Um, so love to see the visibility here. Chris Carolan: Always good. Always good. And solving for that kind of email, uh, makes me happy for sure. Um, also, this, this link right here, right next to it, says use in an email. George B. Thomas: Mm hmm. Chris Carolan: Uh, making things easy.

[06:33] **Context of Related Records** Chris Carolan: Number five, view the full context of related records and cleanup 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. Casey Hawkins: Why does it matter? CRM record associations can quickly become outdated when contacts change companies, deal 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 the CRM data is trustworthy. The new bulk association editor saves time and reduces errors by giving you a fast, straightforward way to inspect and remove incorrect associations in small batches. This helps ensure your CRM remains reliable and high quality and a high-quality source of truth for your team. Um, I met with the associations project manager this week, and I specifically was like, I love this. Chris Carolan: Yeah. Is that Naaz? Casey Hawkins: Yeah. Chris Carolan: Yeah. Uh, when I, when I talked to her, I specifically called this out in that this when we read it, when it was first introduced, it was so focused on cleanup in bulk, right? And if you don't need to do a lot of cleanup, you might miss the fact that this visibility that this provides, like this experience, has not existed like before in HubSpot. And just being able to come in and see everything, like it's super impressive and, um, you know, continues to, like the team is just putting it so much complexity inside of one screen, um, in a way that's simple and intuitive to use. Once you understand what, what to click on. Uh, so this was, um, I really enjoyed seeing this, seeing this happen for sure.

[09:12] **Workflow to Register a Contact** Chris Carolan: Uh, workflow action to register a contact to a marketing event is now live. What is it? You can now automatically register contacts to manually created marketing events in HubSpot using a new workflow action. Casey Hawkins: Why does it matter? Previously, businesses that rely on marketing events for lead generation and nurturing couldn't directly enroll contacts into a HubSpot marketing event through automation. The process often required manual data imports or custom API solutions. This update streamlines that process with the new workflow action, you can now automate contact registration to events, enabling seamless integration between lead capture and event enrollment. Chris Carolan: Yeah, that manual creation, an important distinction. Uh, because you've been able to do this for like Zoom events and stuff like that for a while, but it created a big disconnect with physical events and and other things that had to be manually created, so very cool to see that update. Casey Hawkins: Yeah, I just showed it to somebody on Friday, actually. Chris Carolan: That's great solve. Casey Hawkins: Everybody's got an event infrastructure in their business. Um, so you can do so much of that in HubSpot now. Bring your spreadsheet in.

[10:11] **Revert to Prior Revision** Chris Carolan: Uh, we've got revert to prior revision in workflows is in public beta, scheduled for release March 5th. What is it? You can now revert your workflows to a previous version using revision history. If the change doesn't work as expected, you can quickly restore an earlier revision and continue building from there. Casey Hawkins: Why does it matter? Workflows often evolve over time, and even small edits can have downstream effects. This update gives you more confidence when making changes by letting you easily undo mistakes, recover from accidental deletions, and return to a known working version without rebuilding your workflow from scratch. Chris Carolan: I feel like we've talked about this before, but. Casey Hawkins: We have, yeah. George B. Thomas: Yeah. Okay. Casey Hawkins: might have been private beta to public beta. I don't know. George B. Thomas: Can we just get to the next one? I've been waiting the entire show to get to the next one. I swear to God. I'm like, can we just go? Chris Carolan: I think these are the three words that that George is interested in understanding more about. George B. Thomas: I'm just like, let's go. Casey Hawkins: about all the other stuff. Chris Carolan: Yeah. George B. Thomas: Christmas and all. Chris Carolan: This is how I throttle George B. Thomas. George B. Thomas: I'm telling you. Good Lord.

[11:13] **Throttle Marketing Email** Chris Carolan: Throttle marketing email in public beta. George has already smashed the button. Uh, what is it? Customers can set a custom email send rate for campaigns to control how quickly messages are delivered. Casey Hawkins: Why does this matter? Lowering your send rate can protect your systems and teams by spreading activity over time and reducing the risk of traffic spikes to your website or support channels. It can also strengthen deliverability by creating a more consistent sending pattern that builds trust with receiving servers, which is especially valuable for re-engagement campaigns. And George, take it away. George B. Thomas: Oh, no. I just I wanted to get to it. I refused to open it before we got there, but immediately when I logged in this morning, I was like, what does that mean? I will tell you I'm excited that it's not just an enterprise feature. It's actually pro and marketing pro and marketing enterprise. Um, the the idea of like anything that helps the email servers understand that you're trying to do things in a good way for deliverability, I think is a uh, very important piece. So I'm I'm I yes, I did smash the button. You should smash the button. Um, this is probably going to go out to all my clients today. This link, yeah. Casey Hawkins: Um, I just don't know and I I do not know. There has been an option for a while when you send, um, where is it? Adjust send time, so it would, it sends within five minutes of the scheduled time for marketing emails. This is even like more than that, I think. George B. Thomas: Yeah, this is different than that. Casey Hawkins: Yeah. George B. Thomas: So, um, that adjust send time is almost like uh, a mirror of on, uh, social, uh, posting in a human way, where it fluctuates it from like whatever. So, like this is literally, like no, this is the amount of and I got to dig in, trust me, but what, what I, my assumption of what I'm looking at, you can, well, let's, how does it work? When scheduling your marketing email campaigns, expand advanced settings. Select send more slowly, throttling. Uh, enter desired sending rate, right? So now instead of it just like, um, you open up a spicket, let's say for your like with your garden hose and also you just open it all the way and all the water's going out. Now you're like, nope, and you like let it drip out, right? So it's literally the amount of like things that you're letting go out in a certain amount of time. So like, does it really matter that you send all your emails in five minutes so that you can get to the dashboard and stare at the report, or could you send out all of those emails over a five-hour period and go look at your dashboard tomorrow? Like. Chris Carolan: Oh, man. I love that unintended consequence, George. Like, oh, man. Sell people on the fact that, yeah, we don't want to mess with your deliverability, so we're gonna slow, slow drip this, which means you can't come back right away to see how, uh, to see all the results. Um, also like, I think we're past the point where like, oh, uh, I gotta at 11:07. George B. Thomas: Mm hmm. Chris Carolan: A human must have sent that. George B. Thomas: Must have sent this. This was not at 11. Chris Carolan: Yeah. Uh. George B. Thomas: No. Chris Carolan: No, this is, sounds like one of those like probably everybody, like why wouldn't you activate this. George B. Thomas: Right. Chris Carolan: Right. Mm hmm. Because even if you just like make a small change, that's gonna differentiate you in terms of the Googles and the, the Microsofts of the world. Like, oh, this person cares about not blasting my servers. Um. Casey Hawkins: Yeah. Chris Carolan: So, probably an easy win for most HubSpot accounts.

[16:18] **Template Level Styling for Quotes** Chris Carolan: Template level styling for quotes. What is it? You can now customize fonts, colors, and styling for each quote template in the quote template editor. Casey Hawkins: Why does it matter? Previously, all quote templates used a single, a single style determined by the quote theme. This means you can now make different, make styles different for each template gives you more flexibility to match your brand or create distinct looks for different offerings. Chris Carolan: On the way in matter of time. CMS building right in the quote editor. George B. Thomas: Yeah. I love it.

[16:57] **Redesigned Marketing Event Record** Chris Carolan: And last for today, redesigned marketing event record page. What is it? The marketing events object now uses the standard CRM record page layout, including notes, timeline, and CRM cards. Casey Hawkins: Why does it matter? You can now manage marketing events more efficiently and consistent with other CRM objects. This update addresses the frustration of missing standard record page functionalities, improving usability and adoption. You'll be able to log notes, tasks, and calls directly on event records, view a comprehensive event timeline, customize record page layout and displayed properties, associate campaigns easily. Chris Carolan: We are joining that beta for sure. Is the day gone where I have to create a custom object for an event. George B. Thomas: Mm hmm. Chris Carolan: Um, I'm guessing not yet, unless I can associate it to every other object. Uh, but if not, we're only one step away. Uh, very cool. Uh, again, another thing that almost every business has events as a part of their strategy, and now you can can manage it inside of HubSpot.

[18:19] **Outro** Chris Carolan: Remember, folks, you probably already own the solution you're looking for in HubSpot and maybe it is marketing event records. Sometimes you just need to wake up to it. Join us tomorrow morning live at 7:30 a.m. Central or 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'm George B. Thomas. Chris Carolan: And this has been wake up Customer Platform, and now go build something amazing. Have a great day, everybody.