Value-First AI Daily - Mar 11, 2026

[00:04] **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 Wednesday, March 11th. How are we doing? George B. Thomas: Doing good. Casey Hawkins: Happy Wednesday. I'm happy to get to hump day. I don't know.

George B. Thomas: [inaudible] It's okay. Chris Carolan: I don't know. Chris Carolan: We don't have to be witty in every single moment of the day, thankfully. Um, as as easy as George might make it look. George B. Thomas: No, okay. Okay. Chris Carolan: So, uh, yeah, light day today. Casey Hawkins: I was thank you, Jesus. Casey Hawkins: I know. I was really glad when you opened that up before the show. George B. Thomas: I'm not complaining, by the way. Casey Hawkins: I was like, I don't think I could take another. Chris Carolan: Yeah. We've got four updates, uh, which gives us time to remind everybody, uh, to come hang out with us on the HubSpot HelpLine, some live problem solving with, uh, HubSpot experts, Kyle, Casey, George, and Rob. Uh, join me for a LinkedIn Live at 10:15 a.m. Central every Wednesday. Come and wear some orange with us. Uh, among today's topics, uh, is a VIP inbound ticket worth it? Uh, was a question asked on yesterday's Morning Show. Uh, and uh, Profoundly Kickoff 2026 is, um, is tomorrow. Uh, and it is all about, uh, AirOps this year. Uh, so we'll be just touching on that agenda, which you can see here. Had a lot of fun doing this last year, looking forward to, uh, the kind of change of of frame, now that we've got AI to talk about. I want to help some people understand what that's about. So, very cool. Uh, and I'll be presenting a couple times tomorrow. So, excited for that. Um, how about some updates, starting with teams import, or scalable or management. [03:28] **Teams Import** Chris Carolan: What is it? Teams import introduces bulk CSV creation of HubSpot teams, including nested team hierarchies. This solves a major gap in team management at scale. Apparently, customers must create teams manually, one by one, which can take days or even weeks. The new import experience lets admins generate complete team structures in minutes. Casey Hawkins: Why does it matter? Customers have repeatedly highlighted that the inability to import or bulk create teams prevents them from modeling their organization accurately in HubSpot. Examples include, customers manually creating hundreds of teams and ne- nesting them one at a time. God. Uh, desire for the ability to upload existing structures and limitations with SCIM and existing user imports that do not support full team structures. This friction compounds as orgs grow, creating a scalability wall and driving operational inefficiencies. George B. Thomas: I just can't. I I can't. I can't. I just can't. Nope. Nope. Can't do it. Weeks? Weeks for the team? Hundreds? Casey Hawkins: Hundreds. George B. Thomas: Hundreds? Chris Carolan: Yeah. George B. Thomas: What what are you Chris Carolan: Never have I. George B. Thomas: United States Navy using Hubspot? Is that like, I can't. Like, and I know, I know, trust me, trust me before you hate me. I know that there's probably orgs out there, but I can't on a Wednesday of this March 11th of the year of 2026, can't wrap my brain around weeks of just working on inputting teams. Chris Carolan: It's a no for me. George B. Thomas: Oh my god. Chris Carolan: Two things came to mind is when tasks take weeks, it usually means they're just not just not getting done, uh, and then people live outside, outside the CRM. Uh, second thing is I'll just say I'm glad, uh, HubSpot is being delivered in cases where there are hundreds of teams. Glad we have people doing that and getting that done. Um, not sure I would want to be one of those people. Casey Hawkins: Yeah. George B. Thomas: Yeah. Thanks, Hubspot. Casey Hawkins: I don't have the attention to be in for it. I don't have it. No. No. George B. Thomas: Thanks, Hubspot, but count me out. I'm just saying. I'm no, no. Nope. Chris Carolan: Because when we have hundreds of teams, uh, we need centralized sharing management for reports and dashboards. [06:30] **Centralized Sharing Management** Chris Carolan: Uh, for our next update. George B. Thomas: Well played. Well played. Very nice. Chris Carolan: What is it? A centralized view where you can manage all recurring report and dashboard shares across your account, including filtering and taking bulk actions. Casey Hawkins: Why does it matter? When a user's account is deactivated, their recurring shares break and can be difficult to find and fix. With this centralized view, you can quickly identify and resolve broken shares by updating or removing them. No need to contact support. If you're an admin managing multiple users, you can prevent disruptions to scheduled reports before they happen. Chris Carolan: Makes sense. Casey Hawkins: Yeah. Chris Carolan: If this is for you, come and check it out and see if your join beta button is is not grayed out. Uh, for some reason, I cannot enroll. [07:46] **Free All Hubs And Tiers** Chris Carolan: Yeah, usually it says like enrollments are limited or something like this. This time it just says, nope, not for you. Chris Carolan: This is rare to have a public beta on my page and not have the button. So, uh, maybe look into that team. Uh, free all hubs and tiers. All right. Free and all of them. [08:13] **Memberships Access Groups CRM Card** Chris Carolan: Number three today, memberships access groups CRM card. Casey Hawkins: Wow. Chris Carolan: What is it? A new CRM card that displays all access groups a contact is a member of directly on the contact record page and preview sidebar. It eliminates the need to navigate to the memberships UI, provides at a glance visibility into membership status and includes quick actions for password reset and registration email resend. I like that part. Casey Hawkins: Why does it matter? The problem was that users must navigate away from contact records to memberships UI to view a contact's access group membership, uh, creating friction in workflows. The impact, this feature now reduces navigation overhead by showing membership status in context, streamlines support workflows with immediate visibility into access group membership. It enables quick resolution of common issues, password resets, email resends without leaving the contact page, and it improves efficiency for teams that rely on membership information during customer interactions. George B. Thomas: Let me tell you why this rightly, really, really, really matters. It's hard as shit to find access groups in HubSpot. You'll do 50 laps around your settings area before you even, it's a paid in the Oh my god, thank you HubSpot for this because and please, if anybody's out there listening, can you just when I type the word access groups in global settings, take me to the place that I'm trying to go instead of feeling like Little Red Ride Riding Hood, whatever, on in the forest and looking to run from the big bad oh my god, access groups suck when you're trying to find them. Chris Carolan: Um, if that's you, if that's you, if that resonates, uh, just check out memberships over here, uh, in your navigation. Casey Hawkins: Okay, Chris. Chris Carolan: But, uh, I do like what's happening here, like with the the marketing events cards and who's registered for that stuff, membership access, making a card for that, because as the team has moved into segments, the world of segments, right? Like, clicking on that list membership spot and seeing like, and trying to find, yeah. Uh, that was not working out so well. Um, I do want to note here, like surprise update, maybe like, uh, I guess this not called AEO strategy, strategy. Casey Hawkins: I also wanted to say. Chris Carolan: Over in the nav here. George B. Thomas: Oh yeah. That that changed a while ago. And and can I just ask and when did, when did membership become an actual navigation item? Chris Carolan: What the flip is actually happening right now? Casey Hawkins: There's so much stuff in the navigate I mean. Chris Carolan: I didn't even knew that that was there. Casey Hawkins: What is happening? Chris Carolan: Do I wake up on a different planet? Is this a different timeline? Chris Carolan: Yes, it is. I may have unboxed it, uh, when Content Hub launched. Uh, but yeah, see your point. George B. Thomas: Now, there's no way. Chris Carolan: Most people do not know this exists. Um, can we do a little recap for other people not me on what memberships are? Chris Carolan: Yes, we can. Let's just open it up and, uh, yeah, so it is memberships, uh, related to private content in HubSpot. Right? Um, George B. Thomas: I'm officially retiring after today. The fact that that is a menu item and it is so easy after my blatant like frustration of trying to find, I'm done. I'm I'm no longer a Hubspot guru. Casey Hawkins: Goodbye. Casey Hawkins: I'm I'm defending you here, George, because there's the navigation has gotten so big that you only, you can only use the global search to realistically find things that you're not like regularly accessing. George B. Thomas: Nice. Casey Hawkins: I'm a George B Thomas Stan. George B. Thomas: Aw. George B. Thomas: Not right now. George B. Thomas: I don't like George B. Thomas at all right now. Chris Carolan: Hey, that's why we're here, folks. We we learn too, uh, when we're when we're doing this content every day. Um, and that's why we read every single update, even if we think it might be something that could be a little news. Uh, awareness is the first step. Uh, but yeah, some cool dashboard here, like if you do leverage this, uh, membership conversion overview, last private content access date by member, just log in activity, stuff related to specifically for people that can access private content. Casey Hawkins: Is private content any can you do private content anywhere on the website or just in like the portals, the customer? George B. Thomas: No, it's it's anywhere. You can literally create if if you have the right, see, I do know this. Okay, maybe I'll go back to being a Hubspot guru. So, if you have the right level of Hubspot, which I think it has now been brought down to pro. It used to be an enterprise feature. Um, you can basically create like a membership area that they could pay an amount and then you unlock a blog, or they pay an amount and you unlock this page that holds a course or things like that. Casey Hawkins: Okay. Chris Carolan: Yeah. Yeah. And one of the major changes was memberships coming down to pro when Content Hub was launched. Um, but I think this is one of the situations where if you cared at all about memberships and portals, there's so many other ways to set this this kind of visibility up. Um, so easy to just not need to go here. Uh. George B. Thomas: And now I just can't unsee the fact that membership is in the freaking navigation. I can't unsee it now. Chris Carolan: It's one of those things. George B. Thomas: That's funny. Chris Carolan: That is why Hubspot's forever challenged of how much is actually in the nav, what makes sense to put in there, like how do people know it exists if it's not in the nav. All that good stuff. Um, so that's why we need admins in our portals. Uh. [14:12] **Customized Criteria In Account Cleanup** Chris Carolan: Number four today, customized 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 your specific needs, protect important assets from unintended deletion, mean and maintain better control over your account's data hygiene. This allows you to confidently automate cleanup processes while safeguarding essential information. Chris Carolan: Very nice. Casey Hawkins: Happy to see it. I like the protecting of assets from unintended deletion. Um, I immediately I'm thinking of like a lot of times I'll create like templates, which are really just draft assets, um, for easy cloning, and I could see where that might not get modified for a while or something like that. So, you know, having something in place to not get those that stuff deleted. Chris Carolan: Yep. Or if I live in a new world where if we want the system and AI specifically to help us maintain, uh, uh, the integrity of the portal, definitely have to be mindful of all the workarounds, uh, that we've created in the past to get things done in Hubspot. Um. [15:47] **Conclusion** Chris Carolan: Remember, folks, you probably already own George B. Thomas: Wow, what are you trying to do? Chris Carolan: solution you're looking for in HubSpot. George B. Thomas: Like that was the longest pause on the freaking planet. Casey Hawkins: He's not sure what his best update of the day is. That's what he was trying to figure out which one. George B. Thomas: Well, figure it out, dude. We can get done before 9:00 for once in a. Like come on. Chris Carolan: You probably already own the solution you're looking for in HubSpot and it's almost certainly the memberships navigation spot that makes it super easy to go find your access groups in HubSpot. Sometimes, uh, you just need to wake up to it. Join us tomorrow morning live at 7:30 a.m. Central, or catch us later on the HubSpot HelpLine at 10:15 Central today, uh, or 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.