Value-First AI Daily - Mar 3, 2026

[00:04] **Intro Song** [01:05] **Introduction** Chris Carolan: Good morning, HubSpot Nation. It is 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, March 3rd, 2026. Happy Tuesday.

Casey Hawkins: Happy Tuesday. I do have to go on the record and say that yesterday I said it's March, so we were done with the snow, and I did send Chris a text in the afternoon because it snowed here yesterday. [01:59]

Chris Carolan: So fast. Not so fast.

Casey Hawkins: So I will not be speaking about snow again.

Chris Carolan: Yeah, let's stick to the topics where you have expertise for sure. That's a good plan.

George B. Thomas: Right.

Chris Carolan: Uh, speaking of that topic, uh, how about we get into some HubSpot updates? Uh, 13 on the list today.

George B. Thomas: Thanks, HubSpot.

Chris Carolan: Let's go. Add a deadline to approval requests is in development. I love these in developments that are scheduled for release one week later. Um, so yes, there is a a forward-looking statement that suggests, there are no promises being made, uh, and it has a scheduled for release date of March 10th, 2026.

George B. Thomas: Nice.

Chris Carolan: What is it? You can now add a due date to approval requests, so approvers know exactly when a decision is needed.

Casey Hawkins: Why does it matter? When approvals don't have a due date, they stall. Deadlines set clear expectations, reduce bottlenecks, and help your team hit launch dates without last-minute fire drills.

George B. Thomas: Nice.

Chris Carolan: Quick note, this relates to approvals for Content Hub Enterprise and Marketing Hub Enterprise. So not uh, Commerce Hub or or sales stuff.

Casey Hawkins: That was my exact question.

Chris Carolan: I think we just had an update that says they're they're trying to streamline the whole approval system, uh, so...

Casey Hawkins: I think that's on the list today.

Chris Carolan: It looks like it is, so we'll continue. Uh, configure ticket to primary company auto association is live. What is it? You can now configure whether HubSpot should automatically associate a ticket with its associated contact's primary company. When a ticket is associated with a contact, HubSpot can now be configured to automatically associate the ticket with that contact's primary company, which is the default behavior, or not automatically associate it. You'd manage company associations manually.

Casey Hawkins: Interesting. Why does it matter? This automation setting gives admins more control over how tickets connect across objects, making it easier to manage the CRM setup according to business needs and improves data accuracy and operational effectiveness.

Chris Carolan: Say there's a third option, uh, which most people take in this instance is find a way to workflow it, uh, with properties that are matching, uh, on on these objects.

Chris Carolan: Send from Outlook aliases is in public beta. Uh, what's changed? They've added a side channel for feedback, but what is this update? You can now use the aliases of your connected Microsoft Outlook account to send emails from the CRM.

Casey Hawkins: Why does it matter? Aliases allow users to communicate from more targeted email addresses that are still part of the same account. Your company may have different branding or different products you sell, and you can change your email address based on who you're emailing. Previously, to use aliases, Outlook users would need to send emails from within the Outlook app, including the BCC address and add their alias manually to a setting to log the email. This prevented users from taking full advantage of HubSpot's functionality, like sequences, bulk enroll.

George B. Thomas: Hey. Yeah, if you're uh, if your outlook hit that beta, my goodness. And you use aliases, I guess I should say that too.

Chris Carolan: Indeed. Yeah, that workaround from human human-based email addresses so people can know who you are and and not support at. Uh, but hey, every business is different. Now you have that option.

George B. Thomas: Yep.

Chris Carolan: Uh, number four, exclude weekends from time between calculated properties. What is it? You can now exclude weekends when using time between calculated properties. This option allows you to calculate the time between two dates while skipping weekends defined as 12:00 a.m. Saturday through 11:59 p.m. Sunday based on your account's time zone. This update is available when creating or editing a time between calculation property.

Casey Hawkins: Why does it matter? For many teams, weekends aren't working time, but until now, time between properties counted them anyway. This made it harder to accurately measure things like response times, resolution times, or internal SLAs. By excluding weekends, you can better reflect actual working time in your calculations, get more accurate reporting for operational and service metrics, reduce the need for workarounds or manual adjustments. This is especially helpful for teams that want cleaner clear insights into how long work actually takes during business days.

George B. Thomas: This is a very granular update, but I am down for it. This is good.

Chris Carolan: Yeah, I think we first, uh, caught some of this, uh, in workflows, uh, being able to skip weekends, and now we see it hitting the calculated properties. So, uh, thanks, HubSpot. New look for approvals settings. What's changed? Clear eligibility for approval settings. We've clarified which subscriptions include the approval settings page and its new design. Customers with Content Hub, Marketing Hub, Sales Hub, Service Hub or Data Hub Enterprise will see the updated approval settings. Customers on Professional or starter tiers won't see any changes to their settings today. What is it? A redesigned approval settings experience available on Enterprise hubs that makes it easier and clearer for admins to configure how approvals work across their account.

Casey Hawkins: Why does it matter? The new design reduces confusion and setup friction, so teams can get the right approvals in place faster and with more confidence.

George B. Thomas: I'm not trying to be that guy.

Chris Carolan: Yes, you are.

George B. Thomas: But I'm going to be that guy. Why if this update uh, reduces confusion and setup friction for teams uh, when approvals, uh, this update is confusing as heck because the what's changed mentions uh, Content Hub, Marketing Hub, Sales Hub, Service Hub or Data Hub Ente and who gets it? Content Hub Enterprise and Marketing Hub Enterprise. Like, what? Wait a minute. Those words don't match. Um,

Chris Carolan: Wow.

George B. Thomas: So is it the what's changed or is it the who gets it?

Chris Carolan: Uh, we'll go with the what's changed. Meanwhile, it does not include the hub that has been most talked about recently in terms of approvals, which is Commerce Hub and quoting. Um, we'll get there. We'll get there, folks. [07:35]

Chris Carolan: Tickets in Help Desk. This could be the opposite of approvals. Um, what's changed? Snoozed by user property is currently unavailable for new views or filters while snooze improvements are in development. Existing views/filters using this property are not affected. Please reach out with questions or feedback about this. We are eager to hear customer's thoughts as we continue to improve snooze functionality.

George B. Thomas: Can before you read the what is it? Can I just tell you that I I know we have limited amount of time, but my brain just works in really weird ways. Am I the only one that needs Rob Jones to do a HubSpot rap song and it be MC Snooze by user? Like, okay, never mind. I digress. I digress.

Chris Carolan: You might be the only one.

George B. Thomas: Maybe the only guy. I don't know why my brain went there.

Chris Carolan: What is it? Support reps can now snooze tickets in Help Desk to temporarily hide them from views and come back to them later without losing focus. Whether dealing with a spike in ticket volume, wrapping up their day, or waiting on follow-up from another team, snooze gives teams the flexibility to stay focused and organized.

Casey Hawkins: Why does it matter? Prioritization is a core part of a support agent's role, with reps often juggling multiple tickets of varying urgency levels throughout their day. With snooze, users can temporarily clear lower priority tickets from their Help Desk views with a single click, helping to keep their workspace clear and making it easier to identify what needs attention right now.

George B. Thomas: Yeah, maybe it's more like MC Snooze a lot instead of MC Snoozed by user. I don't know. It's either way, maybe we need a song, maybe we don't.

Chris Carolan: Who gets it? Seeded Service Pro and service enterprise users. Um, where my mind goes is like, and here's my feedback that they're asking for here. Uh, do we really need to be watchful for the person that just can't stop hitting the snooze button? Uh, because I can't imagine why you would need any reason you would need snoozed by user to be a filter for a view or a report. Um, enablement, folks.

Chris Carolan: Uh, improved company and contact record defaults for Pro plus customers. Pro plus, guys. Are you familiar with that, that license tier? Um, in development. What is it? Starting on March 23rd in 20 days, contact and company records will have redesigned default views with a new layout that includes the following. Buckle up. New default tabs. First one is catchup with new smart CRM cards powered by Breeze, providing intelligent summaries and insights. These cards surface critical information, flag potential issues and suggest actionable next steps to help you quickly understand what's happening with each record. There's also an About tab for strategic context. Activities for a unified timeline and revenue for financial data. You have an improved CRM record timeline available across all CRM objects. Powerful new filtering options and a dedicated overdue tasks section to help you quickly surface the right activities and stay on top of what needs action. New customization options. Sections will be available in the middle column where cards can be collapsed, repositioned side by side, or organized into custom sections. New filters will appear here, and here is uh, I so filter button like the kind you would see on the CRM index views page.

Casey Hawkins: Nice. Why does it matter? We're introducing a redesigned record layout that reduces clutter and highlights the most important information, so your team can find what they need faster. Smart CRM cards will provide early alerts and clear next steps to help you stay ahead of potential issues. We're also enhancing the activity timeline to make it faster, more intuitive, and more powerful, so your team can work with greater clarity and efficiency.

Chris Carolan: I like the higher subscriptions. Yeah. Uh, I wonder how much of this is just bringing cards that have been existing for a while to uh, to the forefront.

Chris Carolan: Revert to prior revision in workflows. What's changed? Adding a note about what's not included. Uh, what is it? You can now revert your workflows to a previous version using revision history. If a change doesn't work as expected, you can quickly restore an earlier revision and continue building from there unless it is for a webhook or custom code action.

Casey Hawkins: This update matters because 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, or return to a known working version without rebuilding your workflow from scratch.

Chris Carolan: Contact email logging rules will now include uh, in private beta, a new option to create new contacts from logged emails. What is it? A new contact email logging rule setting option that automatically creates new CRM contacts from incoming emails to connected personal accounts.

Casey Hawkins: Why does it matter? Previously, personal connected email accounts could only log emails from existing contacts. If your team wants every inbound email to create a contact record automatically without manually adding them, this setting makes that possible. This behavior was previously only available in Service Hub through team email channels connected to the inbox or help desk. This is nice.

Chris Carolan: Some reaction here?

Casey Hawkins: This is sorry, I'm soaking this one in to be honest. Um, but

Chris Carolan: Huge deal.

Casey Hawkins: Yeah. I have a client, I I'm actually all hubs and tiers was what I was really scrolling frantically too. I have a client on starter that I think needs this. This is always an awkward exchange where it's like, well how do we get him to automatic well we got to set up an inbox for that. You usually don't want to do that if it's your personal and blah blah blah. Uh, yeah, this is um, a lot of teams will will enjoy this very much.

Casey Hawkins: Yeah, I've done a lot of work arounds. Sorry. I'm like. I know I'm not saying anything with that.

Chris Carolan: All right, we'll talk to Kyle about it tomorrow on on the Hub fine. Uh, so that we can fully unpack the implications of that. Uh, customize criteria in account cleanup. What is it? Account cleanup now lets you create custom filters for cleanup policies, in addition to the existing unused and last modified time criteria.

Casey Hawkins: Why does it matter? You can now customize which assets are removed by automatic cleanup by creating custom filters based on asset properties. You can tailor cleanup policies to to your specific needs, protect important assets from unintended deletion, and maintain better control over your account's data hygiene. This allows you to confidently automate cleanup processes while safeguarding essential information. Uh, this is kind of this is pretty nice. I'm not sure what filters are available obviously. Um, but I can see something about like having a property that's like essential or don't delete or you know, whatever. Um, regarding a page that might not be used very often. Um, but you want to keep, like your I don't know, like your privacy policy or something, I don't know.

Chris Carolan: Yeah, like a never cleanup list.

Casey Hawkins: Yeah. Uh, that's powerful.

Chris Carolan: I think it's going to continue to get more powerful that that account cleanup tool. Unpublish a form is in private beta. What is it? You can now unpublish your HubSpot forms.

Casey Hawkins: Uh, why does it matter? Until now, once a HubSpot form was published, it stayed live even after a campaign ended or an event filled up or an offer expired. This led to manual work, wasted time, messy data and reliance on third-party tools. Unpublishing gives you a simple way to pause forms when they're no longer relevant, so you stay in control and keep your data clean. This is a big deal.

George B. Thomas: Mhm.

Chris Carolan: It is. All hubs and all tiers getting this well.

Casey Hawkins: And Legacy form editor and the new editor. I was wondering if this was. Yep.

Chris Carolan: I guess we were deleting them before if we wanted to clean them, but we can do that because then all the form submissions will go away.

George B. Thomas: Yeah, you're so funny, Chris. You're so funny. Um, no, people le let them lay around in their portal and just ignored them. That's what happened with most users.

Casey Hawkins: Yes. Data. Anyway.

Chris Carolan: All right. I bet that's actually a very large update. Um, Yes.

Chris Carolan: Unified multibrand data privacy request forms. Wow. Uh, what is it? All the description tells us, you can now create and manage multiple branded data privacy request forms in one place.

Casey Hawkins: Why does it matter? Organizations managing multiple brands in a single portal need to provide consistent on brand experience for data privacy requests. The update streamlines this process for admins and reduces manual work, allowing you to easily and quickly customize the appearance of forms to match brand identities.

Chris Carolan: Marketing Hub enterprise with the brand add on.

George B. Thomas: I don't know if that was really a what it is, but a what you can of what you can do. Anyway, let's move on. Let's move on.

Chris Carolan: Last on our list today. Cleanup automation for unused reports. Uh, what is it? Account cleanup automatically deletes unused reports to keep your HubSpot account organized. Another solid what is it? I was like, yeah, they gave 13 updates, but Chris's job has been kind of weird today.

Chris Carolan: Why does it matter? You can now easily manage report clutter in HubSpot accounts. This feature helps you remove duplicate or outdated reports created by various users, maintain clean, efficient reporting environment and save time on manual account maintenance.

George B. Thomas: There we go.

Chris Carolan: And there's a how does it work here if you want to actually know what this thing is. We got to work on our uh, branding or or app naming, uh, and awareness related to account cleanup. Uh, folks. HubSpot folks, that is. 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 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. Now go build something amazing. Have a great day, everybody.