Every clip
732 cuts from the show, newest morning first. Narrow it by Hub, or by host: a host's clips are the segments they led and the on-air discussions of their takes, so a clip about their take can carry the name of whoever drove it.
732 clips
Monday, October 26, 2026, with Chris Carolan and Joshua Oakes
20 clips
0:46
Chris CarolanNot AI-enabled two weeks ago. Building with Breeze now.
8:37Chris CarolanConnected CPQ: who owns quote-to-cash at your company?
3:41Chris CarolanCustom objects can finally join the create form
0:20Chris CarolanDon't cancel your Salesforce contract yet
7:39Chris CarolanDynamics 365 owner fields: the headache, finally native
0:26Chris CarolanMore real than the lead object, not quite first class
0:34Chris CarolanMost of the work is unwinding the existing process
5:02Chris CarolanBringing HubSpot's Notetaker back into a live meeting
0:45Chris CarolanPalm Pilot sync beat your Google calendar sync
0:34Chris CarolanKeep buyers informed, and people pay you faster
0:37Chris CarolanDoes your RevOps person live past closed won?
9:49Chris CarolanSmart Transfer: custom object mapping is still homework
0:34Chris CarolanMaybe the tool is why you hate your invoicing process
0:28Chris CarolanStop thinking about nurture as the messages
0:48Chris CarolanSomeone changes teams, and the owner sync needs upkeep
0:42Chris CarolanWe didn't like the old system though, right?
0:45Chris CarolanAI can tell you where and when to show up
0:50Chris CarolanTo Microsoft, your email was always your CRM
0:29Chris CarolanYour judgment decides where the manual rethink goes
0:46Chris CarolanYour lead source changes every time they come backFriday, October 23, 2026, with Chris Carolan, Zach Hussion, and Madelyn Donovan
4 of 21
4:02Chris CarolanRecommended for you or suggested for you? One word in the add-to-dashboard panel
0:20Chris CarolanRecommended or suggested: who owns the advice when Breeze gives it
0:30Chris CarolanEach email send is worth more of a credit now
5:44Chris CarolanEmail Variants goes multi-language, and each send is worth the credit now
0:48Chris CarolanHelp Desk can feel overwhelming, and chronological makes sense
9:44Chris CarolanHelp Desk's unified thread, and why Service Hub is the hub nobody knows
3:13Chris CarolanHubSpot Horoscope with Madelyn Donovan: it's Scorpio season, so read the snippet before you believe the signal
0:44Chris CarolanIf your segments are just imported lists, they serve no purpose
0:44Chris CarolanIt's never just one layer
0:45Chris CarolanKeeping a customer costs less than finding a new one
7:28Chris CarolanNetSuite custom object sync, day two: the NetSuite nobody mentioned
0:49Chris CarolanProcess first, then variants
0:39Chris CarolanPut your vendors in HubSpot
0:39Chris CarolanRecommend or suggest: the difference is whether I vouch
0:37Chris CarolanSpend the hour on segments, and the conversation with Breeze gets easier
0:48Chris CarolanService Hub: the hub candidates say they know least
0:45Chris CarolanHubSpot tarot cards with a QR code on the back
0:34Chris CarolanLet the agent team build the HUG events, so you can show up
0:45Chris CarolanThe NetSuite that took 12 months to come up
0:44Chris CarolanA well drink or a margarita: what your email credits buy
0:35Chris CarolanWill the limit of 10 custom objects still be the thing?
0:24Chris CarolanAI is going to just say yes
0:40Chris CarolanAsk Breeze to go get it in NetSuite
4:19Chris CarolanContracts from payment links: no Revenue Hub seat needed, and the conversation with finance
0:23Chris CarolanNext year, Breeze says "hold on" to eight more stages
0:34Chris CarolanContracts, contacts and a Friends rename
4:50Chris CarolanEmail Variants: one email asset for every segment, and why the word variant matters
0:40Chris CarolanIt's not the data move, it's the governance
5:33Chris CarolanNetSuite custom object sync: no such thing as a standard integration, and the hard part is governance
0:45Chris CarolanThere is no such thing as a standard integration
7:59Chris CarolanPipelines in Breeze Assistant: just because you can, should you?
0:23Chris CarolanShould you flip your car on Main Street?
0:41Chris CarolanTell me what your process looks like
0:52Chris CarolanThe $600 quote and the CFO conversation
0:57Chris CarolanThe real ask is stalled opportunities
0:45Chris CarolanDo a time study before you judge what an agent costs
0:24Chris CarolanJust start throwing your net out
0:21Chris CarolanChange "users" to "admins"
0:36Chris CarolanWhy "variant" is an AI-era word
7:14Chris CarolanWill It Breeze: As our sales lead, using reports, can you find where deals stall across appointments?A company record is the customer's folder0:42Chris CarolanAcknowledge fast, then solve: the two things you want from support1:04Chris CarolanSharePoint and OneDrive files on the record: no more excuses, and what has to be true first9:51Chris CarolanBad context is worse than no context0:45Chris CarolanDifferent words, same meaning: why cohort analysis matters for sentiment0:48Chris CarolanA customer agent can answer the first text, but one-to-one SMS isn't native yet5:49Chris CarolanDigital asset management is happening in HubSpot0:23Chris CarolanHow do you link twenty thousand companies to the right SharePoint folders?0:55Chris CarolanPaying for Loom for the team: is HubSpot's video good enough?0:43Chris CarolanNo more excuses: Google Drive and Microsoft are both covered0:47Chris CarolanNo native one-to-one SMS in HubSpot yet, and some clients would jump on it0:46Chris CarolanOrder confirmations should not move sentiment analysis0:56Chris CarolanSentiment analysis across a segment: who checks the read, and what to keep out of it6:29Chris CarolanPut a video on your dashboard and give your team the nickel tour0:23Chris CarolanThe permission sentence in the SharePoint update that decides whether it works0:35Chris CarolanThe HubSpot product team is back in the saddle0:22
Casey HawkinsWho gets the video tool? Let the unified context mission drive it0:45Chris CarolanFive video updates in a row, and the real question is who owns the tool8:35Chris CarolanWhere the human belongs when AI does the work: someone has to hit regenerate0:20Chris Carolan
Chris CarolanAcknowledge fast, then solve: the two things you want from support1:04Chris CarolanSharePoint and OneDrive files on the record: no more excuses, and what has to be true first9:51Chris CarolanBad context is worse than no context0:45Chris CarolanDifferent words, same meaning: why cohort analysis matters for sentiment0:48Chris CarolanA customer agent can answer the first text, but one-to-one SMS isn't native yet5:49Chris CarolanDigital asset management is happening in HubSpot0:23Chris CarolanHow do you link twenty thousand companies to the right SharePoint folders?0:55Chris CarolanPaying for Loom for the team: is HubSpot's video good enough?0:43Chris CarolanNo more excuses: Google Drive and Microsoft are both covered0:47Chris CarolanNo native one-to-one SMS in HubSpot yet, and some clients would jump on it0:46Chris CarolanOrder confirmations should not move sentiment analysis0:56Chris CarolanSentiment analysis across a segment: who checks the read, and what to keep out of it6:29Chris CarolanPut a video on your dashboard and give your team the nickel tour0:23Chris CarolanThe permission sentence in the SharePoint update that decides whether it works0:35Chris CarolanThe HubSpot product team is back in the saddle0:22Casey HawkinsWho gets the video tool? Let the unified context mission drive it0:45Chris CarolanFive video updates in a row, and the real question is who owns the tool8:35Chris CarolanWhere the human belongs when AI does the work: someone has to hit regenerate0:20Chris CarolanOnly ping the team for this show, not every social post0:45Casey HawkinsBulk-redacting scan results and email bodies: ask what question it answers8:38Chris CarolanSocial is part of AEO. Email, I'm pretty sure, is not.0:32Chris CarolanAccount cleanup can delete on more dates, and templates in draft are why I still only audit6:58Casey HawkinsNot connecting your inbox? Redacted email bodies is incrementally better0:44Casey HawkinsJust have a strategy, and share it with Breeze0:41Chris CarolanMoving email out of HubSpot isn't the same as being compliant0:40Chris CarolanA redacted email can't tell you what they actually got0:29Chris CarolanThe blocker for automatic cleanup: templates we keep in draft on purpose0:31Casey HawkinsEmail not working anymore? Pick another channel and go0:36Chris CarolanA Slack ping every time we post. That won't get annoying at all.0:26Casey HawkinsThe only reason I know what dunning means is an agent team0:46Chris CarolanSocial post published? Casey built the workflow by hand and Breeze built it for me12:31Chris CarolanMost of us are unintentional digital hoarders, and HubSpot made it easy0:44Chris CarolanCopy the update payment link before a payment fails, not after3:25Chris CarolanBefore you bulk redact: what's happening under the hood?0:38Chris CarolanWill It Breeze: Can you build this workflow for us?9:22Chris CarolanYour dead assets are context too, and your AI sees them0:42Chris Carolan
Casey HawkinsBulk-redacting scan results and email bodies: ask what question it answers8:38Chris CarolanSocial is part of AEO. Email, I'm pretty sure, is not.0:32Chris CarolanAccount cleanup can delete on more dates, and templates in draft are why I still only audit6:58Casey HawkinsNot connecting your inbox? Redacted email bodies is incrementally better0:44Casey HawkinsJust have a strategy, and share it with Breeze0:41Chris CarolanMoving email out of HubSpot isn't the same as being compliant0:40Chris CarolanA redacted email can't tell you what they actually got0:29Chris CarolanThe blocker for automatic cleanup: templates we keep in draft on purpose0:31Casey HawkinsEmail not working anymore? Pick another channel and go0:36Chris CarolanA Slack ping every time we post. That won't get annoying at all.0:26Casey HawkinsThe only reason I know what dunning means is an agent team0:46Chris CarolanSocial post published? Casey built the workflow by hand and Breeze built it for me12:31Chris CarolanMost of us are unintentional digital hoarders, and HubSpot made it easy0:44Chris CarolanCopy the update payment link before a payment fails, not after3:25Chris CarolanBefore you bulk redact: what's happening under the hood?0:38Chris CarolanWill It Breeze: Can you build this workflow for us?9:22Chris CarolanYour dead assets are context too, and your AI sees them0:42Chris CarolanIf you've heard of anything besides a left join, HubSQL is for you0:51Chris CarolanBreeze Assistant in Slack can update records, so check the permissions first4:46Chris CarolanLegacy quotes or new quotes? Answer that before you try Breeze in the template editor1:57Chris CarolanBulk delete and restore for index views: clean up the baggage, with a way back5:35Chris CarolanCheck where your new records start: change the default lifecycle stage0:30Casey HawkinsGet ahead of the gaps that lose trust when a new data source lands in HubSpot0:40Chris CarolanGet adoption first, then clean up the views0:38Chris CarolanHubSQL in private beta: left joins only, and they follow your existing associations9:10Chris CarolanAsked Breeze for the same quote fix ten times? Turn it into a template0:48Chris CarolanNo activity counts in the top bar of a dashboard0:35Chris CarolanThe new dashboard header side by side, and what Oaks puts in the top bar6:01Chris CarolanSelect all, delete, then restore the view somebody complains about0:47Chris CarolanWhat do you call the people in your CRM who aren't leads yet?0:44Chris CarolanEditing a ticket from Slack is different from asking an agent to make the updates0:22Chris CarolanThe more powerful the tool, the more dangerous it is to use incorrectly0:37Chris CarolanOne portal had two hundred and change views of the deal index0:56Chris CarolanPeople using HubSpot without being in HubSpot0:25Casey HawkinsWill It Breeze: As our finance lead, using Stripe, can you write the update my boss will ask for across Orders?5:39Chris CarolanYou don't need finance experience to start the finance conversation about HubSpot0:43Chris Carolan
Chris CarolanBreeze Assistant in Slack can update records, so check the permissions first4:46Chris CarolanLegacy quotes or new quotes? Answer that before you try Breeze in the template editor1:57Chris CarolanBulk delete and restore for index views: clean up the baggage, with a way back5:35Chris CarolanCheck where your new records start: change the default lifecycle stage0:30Casey HawkinsGet ahead of the gaps that lose trust when a new data source lands in HubSpot0:40Chris CarolanGet adoption first, then clean up the views0:38Chris CarolanHubSQL in private beta: left joins only, and they follow your existing associations9:10Chris CarolanAsked Breeze for the same quote fix ten times? Turn it into a template0:48Chris CarolanNo activity counts in the top bar of a dashboard0:35Chris CarolanThe new dashboard header side by side, and what Oaks puts in the top bar6:01Chris CarolanSelect all, delete, then restore the view somebody complains about0:47Chris CarolanWhat do you call the people in your CRM who aren't leads yet?0:44Chris CarolanEditing a ticket from Slack is different from asking an agent to make the updates0:22Chris CarolanThe more powerful the tool, the more dangerous it is to use incorrectly0:37Chris CarolanOne portal had two hundred and change views of the deal index0:56Chris CarolanPeople using HubSpot without being in HubSpot0:25Casey HawkinsWill It Breeze: As our finance lead, using Stripe, can you write the update my boss will ask for across Orders?5:39Chris CarolanYou don't need finance experience to start the finance conversation about HubSpot0:43Chris CarolanAnytime you see the word previously in an update, look closer0:31Chris CarolanThe real question behind a pricing check: are finance and sales aligned?0:30Chris CarolanIf finance is going to be in the meeting, practice the conversation first0:31Chris CarolanCan you get a seat back after you turn it into credits?0:46Chris CarolanCustomer Agent now understands WhatsApp voice notes, and it makes seats and credits click2:37Chris CarolanWhy QuickBooks and HubSpot disagree about who a customer is11:16Chris CarolanDon't have empty seats and unused credits0:33Chris CarolanI pasted the seats update into Breeze to see which clients it touched0:53Casey HawkinsLet Breeze help you tell the dashboard story0:43Chris CarolanSeats to credits is a one-way swap, so know what the credits are for first6:40Chris CarolanHubSpot starts with the human. Your other systems start with the account.0:46Chris CarolanAsk AI to be the C-suite before you walk into the room0:25Casey HawkinsThe dashboard header cleanup is minor. The highlighted metrics below it are the story.2:51Chris CarolanThe data model was a bet that getting it right wouldn't be fleeting0:42Chris CarolanWhat is a customer? Define it before you integrate.0:40Chris CarolanWill It Breeze: As our finance lead, using Configure, Price, Quote (CPQ), can you name the next best move across the last 90 days?6:22Casey Hawkins
Chris CarolanThe real question behind a pricing check: are finance and sales aligned?0:30Chris CarolanIf finance is going to be in the meeting, practice the conversation first0:31Chris CarolanCan you get a seat back after you turn it into credits?0:46Chris CarolanCustomer Agent now understands WhatsApp voice notes, and it makes seats and credits click2:37Chris CarolanWhy QuickBooks and HubSpot disagree about who a customer is11:16Chris CarolanDon't have empty seats and unused credits0:33Chris CarolanI pasted the seats update into Breeze to see which clients it touched0:53Casey HawkinsLet Breeze help you tell the dashboard story0:43Chris CarolanSeats to credits is a one-way swap, so know what the credits are for first6:40Chris CarolanHubSpot starts with the human. Your other systems start with the account.0:46Chris CarolanAsk AI to be the C-suite before you walk into the room0:25Casey HawkinsThe dashboard header cleanup is minor. The highlighted metrics below it are the story.2:51Chris CarolanThe data model was a bet that getting it right wouldn't be fleeting0:42Chris CarolanWhat is a customer? Define it before you integrate.0:40Chris CarolanWill It Breeze: As our finance lead, using Configure, Price, Quote (CPQ), can you name the next best move across the last 90 days?6:22Casey HawkinsA hundred Breeze prompts to help you understand your portal0:24Casey HawkinsAsk Breeze how your team uses Breeze: the admin's job is safe adoption4:21Chris CarolanConsent email tracking: more options, and a good reason to check your own list5:14Casey HawkinsEmail is getting destroyed by AI. Trisha had a fair counterpoint.0:50Chris CarolanGranular OAuth scopes: why the private and legacy apps era is moving on4:57Chris CarolanPipeline object tags get higher limits, and there is a lot behind tags3:12Chris CarolanPrompts are fine, but the value is the conversation with Breeze0:45Chris CarolanStop forcing the reps to do everything for the system0:29Chris CarolanHappy to be the most ignorant person in the room0:23Chris CarolanThe fastest way to understand someone's AI journey0:29Chris CarolanThe super admin is often not the HubSpot admin0:45Chris CarolanView external posts on the social calendar, and the consistency I'm hoping for2:25Chris CarolanWhat does unified revenue view mean, in plain words?0:50Chris CarolanWill It Breeze: As our sales lead using Outlook, can you rank what deserves attention first across contacts?6:43Casey Hawkins
Casey HawkinsAsk Breeze how your team uses Breeze: the admin's job is safe adoption4:21Chris CarolanConsent email tracking: more options, and a good reason to check your own list5:14Casey HawkinsEmail is getting destroyed by AI. Trisha had a fair counterpoint.0:50Chris CarolanGranular OAuth scopes: why the private and legacy apps era is moving on4:57Chris CarolanPipeline object tags get higher limits, and there is a lot behind tags3:12Chris CarolanPrompts are fine, but the value is the conversation with Breeze0:45Chris CarolanStop forcing the reps to do everything for the system0:29Chris CarolanHappy to be the most ignorant person in the room0:23Chris CarolanThe fastest way to understand someone's AI journey0:29Chris CarolanThe super admin is often not the HubSpot admin0:45Chris CarolanView external posts on the social calendar, and the consistency I'm hoping for2:25Chris CarolanWhat does unified revenue view mean, in plain words?0:50Chris CarolanWill It Breeze: As our sales lead using Outlook, can you rank what deserves attention first across contacts?6:43Casey HawkinsBad context is worse than no context0:31Chris CarolanCloning goals in bulk for next fiscal year, and why goals in HubSpot go past revenue2:10Chris CarolanOne settings page for every channel, and the plan to make before you connect them5:16Chris CarolanHave a plan before you turn it on0:28Chris CarolanI sent Chris's link to Claude and asked, can we do this?0:41Casey HawkinsTurn on premium engines in the AEO tool, just don't treat it like a push button8:53Chris CarolanPush button, get cookie is how not to use the AEO tool0:34Chris CarolanRedacted email bodies: if you want help from AI, it has to see the content8:07Chris CarolanFrom the SEO days to the AEO days, it's part art, part science0:50Chris CarolanSomebody please ask that question0:22Chris CarolanBreeze's three questions were better than the deck it made0:43Chris CarolanYou can't hack your way into being a trusted brand in the training data0:31Chris CarolanWill It Breeze: Can you turn this web page into a PowerPoint slide deck?10:51Chris Carolan
Chris CarolanCloning goals in bulk for next fiscal year, and why goals in HubSpot go past revenue2:10Chris CarolanOne settings page for every channel, and the plan to make before you connect them5:16Chris CarolanHave a plan before you turn it on0:28Chris CarolanI sent Chris's link to Claude and asked, can we do this?0:41Casey HawkinsTurn on premium engines in the AEO tool, just don't treat it like a push button8:53Chris CarolanPush button, get cookie is how not to use the AEO tool0:34Chris CarolanRedacted email bodies: if you want help from AI, it has to see the content8:07Chris CarolanFrom the SEO days to the AEO days, it's part art, part science0:50Chris CarolanSomebody please ask that question0:22Chris CarolanBreeze's three questions were better than the deck it made0:43Chris CarolanYou can't hack your way into being a trusted brand in the training data0:31Chris CarolanWill It Breeze: Can you turn this web page into a PowerPoint slide deck?10:51Chris CarolanTurn the executive's question into a process conversation0:38Chris CarolanHubSpot is sunsetting Case Studies, and it says something about the data after closed won6:56Chris CarolanMy official take on dashboards vs asking Breeze0:41Casey HawkinsI finally get to export my AEO prompt data, and here's what I'd do with it6:04Casey HawkinsGet your context into HubSpot at all costs0:40Chris CarolanSee which topics are hitting your help desk most, without the export and the pivot table7:30Chris CarolanBringing old Outlook email threads into HubSpot2:42Casey HawkinsReviewing call summaries and actions on mobile2:56Chris CarolanNobody has a case study for AI transformation yet0:49Chris CarolanThe CRM is moving from reactive to proactive0:45Chris CarolanThe most impactful five minutes of anybody's day0:49Chris CarolanWill It Breeze: As our finance lead, can you find the pattern in the wins across the whole pipeline?10:36Casey Hawkins
Chris CarolanHubSpot is sunsetting Case Studies, and it says something about the data after closed won6:56Chris CarolanMy official take on dashboards vs asking Breeze0:41Casey HawkinsI finally get to export my AEO prompt data, and here's what I'd do with it6:04Casey HawkinsGet your context into HubSpot at all costs0:40Chris CarolanSee which topics are hitting your help desk most, without the export and the pivot table7:30Chris CarolanBringing old Outlook email threads into HubSpot2:42Casey HawkinsReviewing call summaries and actions on mobile2:56Chris CarolanNobody has a case study for AI transformation yet0:49Chris CarolanThe CRM is moving from reactive to proactive0:45Chris CarolanThe most impactful five minutes of anybody's day0:49Chris CarolanWill It Breeze: As our finance lead, can you find the pattern in the wins across the whole pipeline?10:36Casey HawkinsIf it's not broke, don't fix it. AI doesn't wait for that0:40Chris CarolanThe AI ROI conversation HubSpotters should be having in public, and how to measure it13:08Chris CarolanBaseline the human before you judge the agent0:44Chris CarolanWrite down what your human SDRs deliver before the AI agent starts0:48Chris CarolanCFOs need to come into the tent on AI ROI0:44Chris CarolanNo more hubs: what the EU pricing pilot could mean for how we build in HubSpot18:53Chris CarolanThe UNBOUND slide I keep bringing up to clients0:43Casey HawkinsAudit the workflows that only move data before per-action pricing1:00Casey HawkinsPaying per workflow action, and why it gives me pause0:24Casey HawkinsShow me everything we're spending on AI0:18Chris CarolanBuild your answer on AI spend before the CEO asks for it0:52Chris CarolanDefine a good outcome before you count anything, then bring finance in1:26Chris CarolanWill It Breeze: How will this impact us? HubSpot's new pricing model9:34Chris Carolan
Chris CarolanThe AI ROI conversation HubSpotters should be having in public, and how to measure it13:08Chris CarolanBaseline the human before you judge the agent0:44Chris CarolanWrite down what your human SDRs deliver before the AI agent starts0:48Chris CarolanCFOs need to come into the tent on AI ROI0:44Chris CarolanNo more hubs: what the EU pricing pilot could mean for how we build in HubSpot18:53Chris CarolanThe UNBOUND slide I keep bringing up to clients0:43Casey HawkinsAudit the workflows that only move data before per-action pricing1:00Casey HawkinsPaying per workflow action, and why it gives me pause0:24Casey HawkinsShow me everything we're spending on AI0:18Chris CarolanBuild your answer on AI spend before the CEO asks for it0:52Chris CarolanDefine a good outcome before you count anything, then bring finance in1:26Chris CarolanWill It Breeze: How will this impact us? HubSpot's new pricing model9:34Chris CarolanConditional property logic with AND/OR groups: ask what human is about to do this10:28Chris CarolanDocumented delivery is not the same as realized value0:46Chris CarolanFlexible defaults for account cleanup: an audit tool for the portal you just inherited3:31Casey HawkinsThe messy middle between opt in and opt out0:18Chris CarolanUndoing enrichment changes, and what an enriched data delete request really removes10:00Chris CarolanWhat human is about to do this?0:47Chris CarolanWill It Breeze: Was any value created in this HubSpot portal yesterday?5:48Chris CarolanZoom sync by role: sales and customer success in, maybe not every ops meeting2:21Casey Hawkins
Chris CarolanDocumented delivery is not the same as realized value0:46Chris CarolanFlexible defaults for account cleanup: an audit tool for the portal you just inherited3:31Casey HawkinsThe messy middle between opt in and opt out0:18Chris CarolanUndoing enrichment changes, and what an enriched data delete request really removes10:00Chris CarolanWhat human is about to do this?0:47Chris CarolanWill It Breeze: Was any value created in this HubSpot portal yesterday?5:48Chris CarolanZoom sync by role: sales and customer success in, maybe not every ops meeting2:21Casey HawkinsContent approvals get a changes requested status, and the real reason video stalls7:09Chris CarolanCustom quote domains for templates: the scary URL problem, and one gotcha before you switch3:53Chris CarolanOffline mode on mobile: Zach's road-warrior read, and the stepping stone to a local model6:20Chris CarolanThey want you to remember it word for word0:31Chris CarolanIt has never been easier to ship a clip in minutes. Ten approvals later...0:43Chris CarolanSimilar ticket suggestions: a knowledge base may do it better, and why customers expect word for word5:09Chris CarolanWill It Breeze: As a member of our leadership team using Salesforce, can you flag anything that looks wrong across the last ninety days?7:54Chris CarolanThe wrong classroom: less people notice than you think0:24Chris Carolan
Chris CarolanCustom quote domains for templates: the scary URL problem, and one gotcha before you switch3:53Chris CarolanOffline mode on mobile: Zach's road-warrior read, and the stepping stone to a local model6:20Chris CarolanThey want you to remember it word for word0:31Chris CarolanIt has never been easier to ship a clip in minutes. Ten approvals later...0:43Chris CarolanSimilar ticket suggestions: a knowledge base may do it better, and why customers expect word for word5:09Chris CarolanWill It Breeze: As a member of our leadership team using Salesforce, can you flag anything that looks wrong across the last ninety days?7:54Chris CarolanThe wrong classroom: less people notice than you think0:24Chris CarolanColumn suggestions on index tables, and the credit math underneath12:20Chris CarolanOffline mode on mobile: read only, and who it is for6:22Chris CarolanThe new help desk composer is the default now, tables included4:54Chris CarolanNot enough credits: where super admin catches up0:47Chris CarolanTen ways to do it, some now cost credits0:38Chris CarolanVideo share pages now show the title, chapters and transcript5:14Chris CarolanWhy are you forcing Data Studio?0:35Chris CarolanWill It Breeze: As our operations lead, using Data Studio, can you summarize what changed this week across Companies?9:15Chris Carolan
Chris CarolanOffline mode on mobile: read only, and who it is for6:22Chris CarolanThe new help desk composer is the default now, tables included4:54Chris CarolanNot enough credits: where super admin catches up0:47Chris CarolanTen ways to do it, some now cost credits0:38Chris CarolanVideo share pages now show the title, chapters and transcript5:14Chris CarolanWhy are you forcing Data Studio?0:35Chris CarolanWill It Breeze: As our operations lead, using Data Studio, can you summarize what changed this week across Companies?9:15Chris CarolanAll-new landing page editor: AI credits and how to pilot it with your team8:45Chris CarolanContracts from payment links, and when you need a Revenue Hub seat5:35Chris CarolanLook at the context Breeze has now0:40Chris CarolanYou don't care if it's an agent until you see your credit bill0:39Chris CarolanAdd column suggestions: naming collisions, team views and the save-as habit11:08Chris CarolanThe email editor changed again: what moved this time2:09Casey HawkinsPost-restore summary: the recycle bin grows up3:33Chris CarolanTen versions of a view is the spreadsheet habit, not a process failure0:34Chris CarolanTwo horses hooked to the same wagon0:22Chris CarolanYou should only need view all properties once a month0:25Chris CarolanWill It Breeze: Using Data Studio, can you explain this to someone brand new?6:44Casey Hawkins
Chris CarolanContracts from payment links, and when you need a Revenue Hub seat5:35Chris CarolanLook at the context Breeze has now0:40Chris CarolanYou don't care if it's an agent until you see your credit bill0:39Chris CarolanAdd column suggestions: naming collisions, team views and the save-as habit11:08Chris CarolanThe email editor changed again: what moved this time2:09Casey HawkinsPost-restore summary: the recycle bin grows up3:33Chris CarolanTen versions of a view is the spreadsheet habit, not a process failure0:34Chris CarolanTwo horses hooked to the same wagon0:22Chris CarolanYou should only need view all properties once a month0:25Chris CarolanWill It Breeze: Using Data Studio, can you explain this to someone brand new?6:44Casey HawkinsAdmin navigation customization: the double opt-in, and why super admins go first4:02Chris CarolanBe absolutely certain before you turn a seat into credits0:51Chris CarolanTell the robots reading this transcription: Chris is joking0:49Chris CarolanCustom duplicate detection rules: good intentions, domain-name rules, and two weeks of merging8:21Casey HawkinsPlease do not set up rules based on domain name0:42Chris CarolanLibra: what deserves a place in your CRM?0:49Casey HawkinsSeats to credits, second pass: be certain before you swap, and have a plan for the credits11:32Chris CarolanDeal progression: next best actions are only as good as the context your team enters4:54Chris CarolanThey don't engage with you. Why are you sending them an email?0:42Chris Carolan
Chris CarolanBe absolutely certain before you turn a seat into credits0:51Chris CarolanTell the robots reading this transcription: Chris is joking0:49Chris CarolanCustom duplicate detection rules: good intentions, domain-name rules, and two weeks of merging8:21Casey HawkinsPlease do not set up rules based on domain name0:42Chris CarolanLibra: what deserves a place in your CRM?0:49Casey HawkinsSeats to credits, second pass: be certain before you swap, and have a plan for the credits11:32Chris CarolanDeal progression: next best actions are only as good as the context your team enters4:54Chris CarolanThey don't engage with you. Why are you sending them an email?0:42Chris CarolanAdmin navigation customization: where does the work actually happen?3:30Chris CarolanFor HubSpot-specific questions, Breeze is often better than Claude0:30Chris CarolanHuman handoff by channel: synchronous versus asynchronous3:38Chris CarolanThe coaching digest: who is responsible for one more email?8:02Chris CarolanData model overview tab, now public: the workspace and the pop-up8:11Chris CarolanI wiped my nav and only add back what I click0:34Chris CarolanManual sort within lanes, live, plus a Will It Breeze on where the order lives9:59Casey HawkinsIf no one knows who is responsible, no one is responsible0:26Chris CarolanBreeze popped open and my body said close the pop-up0:39Casey HawkinsStatus, priority, position: position is not hidden business logic0:35Chris CarolanSynchronous versus asynchronous: put the humans in on purpose0:42Chris CarolanThe pool of email I never look at is only getting bigger0:42Casey HawkinsWill It Breeze: where is the card order within a lane stored?7:01Chris Carolan
Chris CarolanFor HubSpot-specific questions, Breeze is often better than Claude0:30Chris CarolanHuman handoff by channel: synchronous versus asynchronous3:38Chris CarolanThe coaching digest: who is responsible for one more email?8:02Chris CarolanData model overview tab, now public: the workspace and the pop-up8:11Chris CarolanI wiped my nav and only add back what I click0:34Chris CarolanManual sort within lanes, live, plus a Will It Breeze on where the order lives9:59Casey HawkinsIf no one knows who is responsible, no one is responsible0:26Chris CarolanBreeze popped open and my body said close the pop-up0:39Casey HawkinsStatus, priority, position: position is not hidden business logic0:35Chris CarolanSynchronous versus asynchronous: put the humans in on purpose0:42Chris CarolanThe pool of email I never look at is only getting bigger0:42Casey HawkinsWill It Breeze: where is the card order within a lane stored?7:01Chris CarolanApp actions: index pages finally get what record views have had3:04Chris CarolanBreeze frames its answer from the page you are on0:30Chris CarolanBring a topic; if they come to ask you questions, also great0:28Casey HawkinsClosing the common language gaps HubSpot creates every day0:31Chris CarolanContracts with a retroactive effective date: Zach's Revenue Hub switch3:14Chris CarolanCustomer success space: project management for anyone post-sale3:31Chris CarolanRunning a HUG: sometimes it is you and a sheet pizza0:24Casey HawkinsIndex pages finally get what record views have had0:42Chris CarolanNetSuite connector, day three: credits, adoption and asking for more connectors12:46Chris CarolanShow, don't tell: start the connector read-only and win the buy-in0:34Chris CarolanWhy am I jumping to this other tool?0:38Chris CarolanWill It Breeze: is this normal across invoices?6:56Chris Carolan
Chris CarolanBreeze frames its answer from the page you are on0:30Chris CarolanBring a topic; if they come to ask you questions, also great0:28Casey HawkinsClosing the common language gaps HubSpot creates every day0:31Chris CarolanContracts with a retroactive effective date: Zach's Revenue Hub switch3:14Chris CarolanCustomer success space: project management for anyone post-sale3:31Chris CarolanRunning a HUG: sometimes it is you and a sheet pizza0:24Casey HawkinsIndex pages finally get what record views have had0:42Chris CarolanNetSuite connector, day three: credits, adoption and asking for more connectors12:46Chris CarolanShow, don't tell: start the connector read-only and win the buy-in0:34Chris CarolanWhy am I jumping to this other tool?0:38Chris CarolanWill It Breeze: is this normal across invoices?6:56Chris CarolanAccount service keys: why are there so many kinds of keys?8:24Chris CarolanWork on tasks with Breeze: the administration people skip2:26Chris CarolanSeats to credits: the bridge toward usage-based pricing5:39Chris CarolanMCP strikes again: a connector where no integration existed0:49Chris CarolanNetSuite connector, day two: who is actually set up to use it?7:26Chris CarolanNotes card in task preview: a Band-Aid, or the Breeze scratch pad?3:59Chris CarolanThe days of the subscription nobody uses are gone0:49Chris CarolanTake the checkbox complexity out of human hands0:23Chris CarolanTalking to Breeze until it is time to talk to a human0:32Chris CarolanWill it Breeze? The answer is always yes0:20Chris CarolanWill It Breeze: where the time actually goes across invoices11:30Chris CarolanYou do not need the data in HubSpot, just the connector0:18Chris Carolan
Chris CarolanWork on tasks with Breeze: the administration people skip2:26Chris CarolanSeats to credits: the bridge toward usage-based pricing5:39Chris CarolanMCP strikes again: a connector where no integration existed0:49Chris CarolanNetSuite connector, day two: who is actually set up to use it?7:26Chris CarolanNotes card in task preview: a Band-Aid, or the Breeze scratch pad?3:59Chris CarolanThe days of the subscription nobody uses are gone0:49Chris CarolanTake the checkbox complexity out of human hands0:23Chris CarolanTalking to Breeze until it is time to talk to a human0:32Chris CarolanWill it Breeze? The answer is always yes0:20Chris CarolanWill It Breeze: where the time actually goes across invoices11:30Chris CarolanYou do not need the data in HubSpot, just the connector0:18Chris CarolanAEO blog posts: conversational editing and where the credits go7:31Chris CarolanAEO posts eat credits like Cookie Monster eats cookies0:24Chris CarolanEmail templates for workflow tasks, not just sequences2:25Chris CarolanPersonalization at speed runs through Breeze, if your context is in HubSpot0:24Chris CarolanEvery admin: get your team used to talking to Breeze0:19Casey HawkinsHealth score breakdown: the side card finally shows its math1:56Casey HawkinsYour inbox is a to-do list, until the alerts bury it0:38Chris CarolanKnowledge Base API: you do not need a pipeline to get value5:48Chris CarolanNetSuite connector for Breeze: the cost of cross-system friction7:00Chris CarolanNotifications for form automations: pick your alerts carefully5:25Chris CarolanSkip the pipeline: have the AI conversation, ship the article0:32Chris CarolanWhen the machine feels impossible, people give up0:45Casey HawkinsWill It Breeze: explain this to someone brand new13:11Chris Carolan
Chris CarolanAEO posts eat credits like Cookie Monster eats cookies0:24Chris CarolanEmail templates for workflow tasks, not just sequences2:25Chris CarolanPersonalization at speed runs through Breeze, if your context is in HubSpot0:24Chris CarolanEvery admin: get your team used to talking to Breeze0:19Casey HawkinsHealth score breakdown: the side card finally shows its math1:56Casey HawkinsYour inbox is a to-do list, until the alerts bury it0:38Chris CarolanKnowledge Base API: you do not need a pipeline to get value5:48Chris CarolanNetSuite connector for Breeze: the cost of cross-system friction7:00Chris CarolanNotifications for form automations: pick your alerts carefully5:25Chris CarolanSkip the pipeline: have the AI conversation, ship the article0:32Chris CarolanWhen the machine feels impossible, people give up0:45Casey HawkinsWill It Breeze: explain this to someone brand new13:11Chris CarolanWhen AI builds the workflow, something gets removed: ownership0:47Casey HawkinsEmail Quality Checks: broken links and custom checks4:28Casey HawkinsDo it in HubSpot and HubSpot keeps getting better0:28Casey HawkinsHubSpot Work, second day: where it is and what to use it for6:19Casey HawkinsLibra season: who decides which version someone sees?0:45Casey HawkinsCampaign Agent: the case for planning inside HubSpot3:19Casey HawkinsNurture Agent: what it's really running on5:27Casey HawkinsNurture Agent gives Madelyn a red-pen essay flashback0:31Casey HawkinsSearch before scroll0:15Casey HawkinsTargeted pages: five companies by hand, or at scale3:14Casey HawkinsWith the agents, the agents are the nerds0:22Casey Hawkins
Casey HawkinsEmail Quality Checks: broken links and custom checks4:28Casey HawkinsDo it in HubSpot and HubSpot keeps getting better0:28Casey HawkinsHubSpot Work, second day: where it is and what to use it for6:19Casey HawkinsLibra season: who decides which version someone sees?0:45Casey HawkinsCampaign Agent: the case for planning inside HubSpot3:19Casey HawkinsNurture Agent: what it's really running on5:27Casey HawkinsNurture Agent gives Madelyn a red-pen essay flashback0:31Casey HawkinsSearch before scroll0:15Casey HawkinsTargeted pages: five companies by hand, or at scale3:14Casey HawkinsWith the agents, the agents are the nerds0:22Casey HawkinsBuying groups and the account map: Trisha's UNBOUND pick4:02Casey HawkinsBreeze drafts your email on mobile: is it better than Claude in Gmail?4:49Casey HawkinsContext Home: good context, bad context, and a team locked in on HubSpot4:50Casey HawkinsConvert a property to sensitive without rebuilding everything around it1:11Casey HawkinsCRM views that save themselves: why Casey cut the line4:36Casey HawkinsData Agent Playground: test a data agent before any credits are charged1:23Casey HawkinsFive hours a week on HubSpot updates. That's psychotic.0:30Casey HawkinsThe plan out of UNBOUND: just ask Breeze0:44Casey HawkinsKyle's advice on sensitive data protection: don't turn it on0:38Casey HawkinsTurning sensitive data protection off: Kyle's advice and a client who needed it3:41Casey HawkinsChris at the Moonshot gathering: who better?0:49Casey HawkinsOne view holding a property sunset hostage: why Casey cut the line0:42Casey Hawkins
Casey HawkinsBreeze drafts your email on mobile: is it better than Claude in Gmail?4:49Casey HawkinsContext Home: good context, bad context, and a team locked in on HubSpot4:50Casey HawkinsConvert a property to sensitive without rebuilding everything around it1:11Casey HawkinsCRM views that save themselves: why Casey cut the line4:36Casey HawkinsData Agent Playground: test a data agent before any credits are charged1:23Casey HawkinsFive hours a week on HubSpot updates. That's psychotic.0:30Casey HawkinsThe plan out of UNBOUND: just ask Breeze0:44Casey HawkinsKyle's advice on sensitive data protection: don't turn it on0:38Casey HawkinsTurning sensitive data protection off: Kyle's advice and a client who needed it3:41Casey HawkinsChris at the Moonshot gathering: who better?0:49Casey HawkinsOne view holding a property sunset hostage: why Casey cut the line0:42Casey HawkinsThe Breeze context panel: finally seeing what context means3:33Casey HawkinsChatGPT ads in HubSpot: the pace signal1:28Chris CarolanGoogle Workspace inside Breeze: convenient, and check the credits4:22Chris CarolanJust use Breeze: why this year's release board was lighter0:44Chris CarolanWhat does fifty credits get me?0:34Chris CarolanHubSpot Work in public beta: a task list that builds itself, and who reviews it13:41Casey HawkinsMarketing Studio reimagined: attribution you can trust, and what a campaign means now5:53Chris CarolanNetSuite tax codes: the precedent that changes a billing conversation3:51Chris Carolan
Casey HawkinsChatGPT ads in HubSpot: the pace signal1:28Chris CarolanGoogle Workspace inside Breeze: convenient, and check the credits4:22Chris CarolanJust use Breeze: why this year's release board was lighter0:44Chris CarolanWhat does fifty credits get me?0:34Chris CarolanHubSpot Work in public beta: a task list that builds itself, and who reviews it13:41Casey HawkinsMarketing Studio reimagined: attribution you can trust, and what a campaign means now5:53Chris CarolanNetSuite tax codes: the precedent that changes a billing conversation3:51Chris CarolanConfigurable CRM cards in the sales extension: keep your tools where you work5:46Chris CarolanObject tags on every pipeline, and the case for segments7:45Chris CarolanGranular tool permissions: the boring half of agents that security cares about2:00Chris CarolanAny new feature: immediately ask Breeze if it can do it for you0:24Chris CarolanIt cannot be black boxy, or it will not work0:21Chris CarolanYou don't put your hammer in the refrigerator0:26Chris CarolanSculpt your data: tell AI what is important0:33Chris CarolanTags belong on every pipeline0:47Chris CarolanIf a rule lives in two places, that should be a segment0:22Chris CarolanWalk someone back through a week of their work0:53Chris CarolanImage generation in Breeze Assistant, and the last-mile edit it cannot do yet4:55Chris CarolanOne-line AI previews, and why the summary cannot be a black box8:06Chris CarolanA safety net in the pipelines API1:27Chris CarolanWill It Breeze: fix my personalized navigation13:51Chris Carolan
Chris CarolanObject tags on every pipeline, and the case for segments7:45Chris CarolanGranular tool permissions: the boring half of agents that security cares about2:00Chris CarolanAny new feature: immediately ask Breeze if it can do it for you0:24Chris CarolanIt cannot be black boxy, or it will not work0:21Chris CarolanYou don't put your hammer in the refrigerator0:26Chris CarolanSculpt your data: tell AI what is important0:33Chris CarolanTags belong on every pipeline0:47Chris CarolanIf a rule lives in two places, that should be a segment0:22Chris CarolanWalk someone back through a week of their work0:53Chris CarolanImage generation in Breeze Assistant, and the last-mile edit it cannot do yet4:55Chris CarolanOne-line AI previews, and why the summary cannot be a black box8:06Chris CarolanA safety net in the pipelines API1:27Chris CarolanWill It Breeze: fix my personalized navigation13:51Chris CarolanBuying groups with Breeze: true Canvas, built from your real data8:15Chris CarolanAdd personalized navigation to your audit list0:46Chris CarolanAI-made tasks and the adoption gap for the human0:30Chris CarolanEmpowerment over governance: the momentum you lose is huge0:52Chris CarolanCasey still uses Fathom, and why0:46Casey HawkinsWhen Breeze says it, it is not just me0:45Casey HawkinsContracts move the simplicity to reporting time0:47Chris CarolanIf sales is not talking to Breeze, something is wrong0:43Chris CarolanPersonalized navigation: somebody still has to do the tailoring5:47Chris CarolanRevenue reporting from contracts, and the seat question again7:16Chris CarolanThe transcripts API, and which transcripts are even in HubSpot6:29Chris CarolanWill It Breeze: what should we stop doing?8:48Chris Carolan
Chris CarolanAdd personalized navigation to your audit list0:46Chris CarolanAI-made tasks and the adoption gap for the human0:30Chris CarolanEmpowerment over governance: the momentum you lose is huge0:52Chris CarolanCasey still uses Fathom, and why0:46Casey HawkinsWhen Breeze says it, it is not just me0:45Casey HawkinsContracts move the simplicity to reporting time0:47Chris CarolanIf sales is not talking to Breeze, something is wrong0:43Chris CarolanPersonalized navigation: somebody still has to do the tailoring5:47Chris CarolanRevenue reporting from contracts, and the seat question again7:16Chris CarolanThe transcripts API, and which transcripts are even in HubSpot6:29Chris CarolanWill It Breeze: what should we stop doing?8:48Chris CarolanBrand fonts in email, and the Outlook fallback you still plan for2:27Casey HawkinsCoaching the customer agent from one Breeze conversation4:50Casey HawkinsEmail variants: dynamic content again, or a stepping stone for Breeze?10:00Chris CarolanHubSpot buried the lede: configure the customer agent by talking to Breeze0:36Chris CarolanA data model roadmap from your own Breeze Assistant0:49Chris CarolanBeing empowered to add your own columns is what moves a sales team0:46Casey HawkinsERP Lite is here0:48Chris CarolanWhy no official Microsoft app until 2026? Microsoft is locked down0:44Chris CarolanNever assume any HubSpot knowledge exists until you show it on screen0:45Chris CarolanColumn suggestions, and getting a sales team out of segments5:48Casey HawkinsThe revenue payments API, and why ERP Lite is here4:03Chris CarolanSharePoint day two: what the Microsoft app means when your clients live there5:00Chris CarolanWill It Breeze: custom objects plus Data Studio, what are we missing?3:36Chris Carolan
Casey HawkinsCoaching the customer agent from one Breeze conversation4:50Casey HawkinsEmail variants: dynamic content again, or a stepping stone for Breeze?10:00Chris CarolanHubSpot buried the lede: configure the customer agent by talking to Breeze0:36Chris CarolanA data model roadmap from your own Breeze Assistant0:49Chris CarolanBeing empowered to add your own columns is what moves a sales team0:46Casey HawkinsERP Lite is here0:48Chris CarolanWhy no official Microsoft app until 2026? Microsoft is locked down0:44Chris CarolanNever assume any HubSpot knowledge exists until you show it on screen0:45Chris CarolanColumn suggestions, and getting a sales team out of segments5:48Casey HawkinsThe revenue payments API, and why ERP Lite is here4:03Chris CarolanSharePoint day two: what the Microsoft app means when your clients live there5:00Chris CarolanWill It Breeze: custom objects plus Data Studio, what are we missing?3:36Chris CarolanThe index page becomes a spreadsheet, and that cuts both ways5:02Chris CarolanThe data model finally gets one home, and Breeze holds the key to it4:06Chris CarolanWhen configuration will not bend, people leave for a spreadsheet2:52Chris CarolanWhy Microsoft and HubSpot waited until 2026 to ship this6:50Chris CarolanThe business associate agreement is the feature6:15Chris CarolanOne page for every channel, as long as you don't mean marketing email1:53Chris CarolanA score cannot tell you who is about to raise their hand4:03Casey HawkinsContent Agent will write your LinkedIn post, and nobody will tell you what it costs4:45Chris Carolan
Chris CarolanThe data model finally gets one home, and Breeze holds the key to it4:06Chris CarolanWhen configuration will not bend, people leave for a spreadsheet2:52Chris CarolanWhy Microsoft and HubSpot waited until 2026 to ship this6:50Chris CarolanThe business associate agreement is the feature6:15Chris CarolanOne page for every channel, as long as you don't mean marketing email1:53Chris CarolanA score cannot tell you who is about to raise their hand4:03Casey HawkinsContent Agent will write your LinkedIn post, and nobody will tell you what it costs4:45Chris CarolanAuto-association by API: a race condition where your business should be8:23Chris CarolanCo-terming line items: plumbing that arrives as a relationship problem8:42Chris CarolanContent agent, and the credit line nobody can explain out loud2:35Chris CarolanSections finally land, and the help text still has nowhere to live18:20Chris CarolanWill It Breeze: audit our published HubSpot forms for the properties they contain and whether they are required4:30Chris Carolan
Chris CarolanCo-terming line items: plumbing that arrives as a relationship problem8:42Chris CarolanContent agent, and the credit line nobody can explain out loud2:35Chris CarolanSections finally land, and the help text still has nowhere to live18:20Chris CarolanWill It Breeze: audit our published HubSpot forms for the properties they contain and whether they are required4:30Chris CarolanAn ad sunset, and the precedent it sets for Breeze3:27Chris CarolanA second look at color themes: organizing information, not decorating it5:13Chris CarolanContract-aware Breeze, and data that looks complete with no line items behind it8:14Chris CarolanConsistent colors are not a coherent story0:45Chris CarolanIt was never the API, it was that nobody agreed on the name0:40Chris CarolanThe report is not wrong0:24Chris CarolanThree quiet precision upgrades nobody will announce0:35Chris CarolanWhy calls and meetings will keep getting small updates like this2:21Chris CarolanA webhook in reverse, and the naming problem it cannot solve7:22Chris CarolanWill It Breeze: can you flag anything that looks wrong across payments?4:44Chris Carolan
Chris CarolanA second look at color themes: organizing information, not decorating it5:13Chris CarolanContract-aware Breeze, and data that looks complete with no line items behind it8:14Chris CarolanConsistent colors are not a coherent story0:45Chris CarolanIt was never the API, it was that nobody agreed on the name0:40Chris CarolanThe report is not wrong0:24Chris CarolanThree quiet precision upgrades nobody will announce0:35Chris CarolanWhy calls and meetings will keep getting small updates like this2:21Chris CarolanA webhook in reverse, and the naming problem it cannot solve7:22Chris CarolanWill It Breeze: can you flag anything that looks wrong across payments?4:44Chris CarolanThe AEO site audit, and what a free tool is worth6:15Chris CarolanThe two triggers that make the Agent Builder canvas finishable4:19Chris CarolanBreeze in Slack finally shows its sources2:22Chris CarolanDeals were never designed to carry your revenue9:33Chris CarolanAny versus all, and why primary stopped meaning much5:56Chris CarolanI abandoned ship and built a traditional workflow0:35Chris CarolanDeals are designed for sales process0:40Chris CarolanTwenty times more interested in Revenue Hub than I was0:40Chris CarolanHard to trust the responses if you won't say where they came from0:32Chris CarolanWhat counts as a lead in the new Ads tab5:33Chris Carolan
Chris CarolanThe two triggers that make the Agent Builder canvas finishable4:19Chris CarolanBreeze in Slack finally shows its sources2:22Chris CarolanDeals were never designed to carry your revenue9:33Chris CarolanAny versus all, and why primary stopped meaning much5:56Chris CarolanI abandoned ship and built a traditional workflow0:35Chris CarolanDeals are designed for sales process0:40Chris CarolanTwenty times more interested in Revenue Hub than I was0:40Chris CarolanHard to trust the responses if you won't say where they came from0:32Chris CarolanWhat counts as a lead in the new Ads tab5:33Chris CarolanBreeze moves left and stops fighting the preview sidebar1:46Chris CarolanCX Score becomes CXS, and what the score actually reads5:45Chris CarolanFive hundred credits is five dollars0:25Chris CarolanYou do not get to get rid of that person0:33Chris CarolanTribal knowledge never survives being asked for on paper0:49Chris CarolanWe already paid that invoice. No, you paid last month's, late.0:41Chris CarolanRevenue Agent works if you bill outside HubSpot, and the credit math8:57Chris CarolanCustomer Agent writes your knowledge base. Who reviews it?8:49Chris CarolanWill It Breeze: what does brand identity actually touch?7:39Chris Carolan
Chris CarolanCX Score becomes CXS, and what the score actually reads5:45Chris CarolanFive hundred credits is five dollars0:25Chris CarolanYou do not get to get rid of that person0:33Chris CarolanTribal knowledge never survives being asked for on paper0:49Chris CarolanWe already paid that invoice. No, you paid last month's, late.0:41Chris CarolanRevenue Agent works if you bill outside HubSpot, and the credit math8:57Chris CarolanCustomer Agent writes your knowledge base. Who reviews it?8:49Chris CarolanWill It Breeze: what does brand identity actually touch?7:39Chris CarolanAEO Site Audit: what a citation is actually worth16:07Chris CarolanA citation means AI used your content, not that it recommended you0:50Chris CarolanThe one part of the CRM record nobody could change1:53Chris CarolanAre we building sites so AI can cite them, or so people can use them?0:34Chris CarolanThat is the holy grail right there: a unified revenue view0:21Chris CarolanLead routing, and the case for calling it interest13:07Chris CarolanNone of those are hacks or hackable0:48Chris CarolanThe holy grail, with one caution: you do not actually need contracts7:29Chris CarolanWill It Breeze: does the lead object update reach your portal?0:42Chris Carolan
Chris CarolanA citation means AI used your content, not that it recommended you0:50Chris CarolanThe one part of the CRM record nobody could change1:53Chris CarolanAre we building sites so AI can cite them, or so people can use them?0:34Chris CarolanThat is the holy grail right there: a unified revenue view0:21Chris CarolanLead routing, and the case for calling it interest13:07Chris CarolanNone of those are hacks or hackable0:48Chris CarolanThe holy grail, with one caution: you do not actually need contracts7:29Chris CarolanWill It Breeze: does the lead object update reach your portal?0:42Chris CarolanIf they put an AI of me in a robot, I have to destroy it0:23Chris CarolanSimilar ticket suggestions, and the version we expected instead2:07Chris CarolanChicken and waffles: why the six-column dashboard never worked0:46Chris CarolanPipeline conditionals, finally: combining two properties in one rule5:17Chris CarolanThe number one and number two reasons to want it in HubSpot0:33Chris CarolanTwelve columns instead of six: the update Joshua waited all year for7:55Chris CarolanEmail Creation Agent: keep your tools where you work3:49Casey HawkinsGoogle Ads recommendations: the point is what Breeze can see7:33Chris CarolanA Zelda world map for moving dashboard reports0:25Chris Carolan
Chris CarolanSimilar ticket suggestions, and the version we expected instead2:07Chris CarolanChicken and waffles: why the six-column dashboard never worked0:46Chris CarolanPipeline conditionals, finally: combining two properties in one rule5:17Chris CarolanThe number one and number two reasons to want it in HubSpot0:33Chris CarolanTwelve columns instead of six: the update Joshua waited all year for7:55Chris CarolanEmail Creation Agent: keep your tools where you work3:49Casey HawkinsGoogle Ads recommendations: the point is what Breeze can see7:33Chris CarolanA Zelda world map for moving dashboard reports0:25Chris CarolanAction Gap finds the process gap, not the agent gap2:45Chris CarolanAstrology is a data model, if you think about it0:40Chris CarolanToo much for my brain to configure for HubSpot's brain0:42Chris CarolanBuying Groups ships an org chart, and a warning about job titles6:21Chris CarolanCell selection: sales directors, no more excuses1:25Chris CarolanThe one time Chris automates an association5:36Chris CarolanIt doesn't feel safe to make a mistake in HubSpot0:38Chris CarolanThe import workaround we built days too early3:08Chris CarolanProperty history restore, and who is allowed to press it3:03Chris CarolanThe one thing the email editor could never do2:21Chris CarolanI'm so excited: the sections you could never customize0:40Chris CarolanWill It Breeze: auditing every integration in the portal2:54Chris Carolan
Chris CarolanAstrology is a data model, if you think about it0:40Chris CarolanToo much for my brain to configure for HubSpot's brain0:42Chris CarolanBuying Groups ships an org chart, and a warning about job titles6:21Chris CarolanCell selection: sales directors, no more excuses1:25Chris CarolanThe one time Chris automates an association5:36Chris CarolanIt doesn't feel safe to make a mistake in HubSpot0:38Chris CarolanThe import workaround we built days too early3:08Chris CarolanProperty history restore, and who is allowed to press it3:03Chris CarolanThe one thing the email editor could never do2:21Chris CarolanI'm so excited: the sections you could never customize0:40Chris CarolanWill It Breeze: auditing every integration in the portal2:54Chris CarolanA thousand credits for a blog, two hundred for a KB article0:39Chris CarolanHeaven forbid we ask customers to use association labels0:24Chris CarolanHubsessed is in new hands0:40Chris CarolanLookup properties roll back: the association labels conversation underneath10:49Chris CarolanMobile calendar access comes off the Sales seat1:38Chris CarolanRule Insights: does anyone actually trigger this rule?7:10Casey HawkinsIf almost nobody triggers the rule, should you score it at all?0:44Casey HawkinsA thousand credits for a blog post: where Breeze stops being free11:52Chris CarolanWill It Breeze: explain this across the automation we already built3:07Chris Carolan
Chris CarolanHeaven forbid we ask customers to use association labels0:24Chris CarolanHubsessed is in new hands0:40Chris CarolanLookup properties roll back: the association labels conversation underneath10:49Chris CarolanMobile calendar access comes off the Sales seat1:38Chris CarolanRule Insights: does anyone actually trigger this rule?7:10Casey HawkinsIf almost nobody triggers the rule, should you score it at all?0:44Casey HawkinsA thousand credits for a blog post: where Breeze stops being free11:52Chris CarolanWill It Breeze: explain this across the automation we already built3:07Chris CarolanBreeze Canvas puts CRM context beside the draft. Is your record good enough to use it?5:13Chris CarolanBreeze Assistant in Gmail: the interesting part is context flowing the other way2:16Chris CarolanConversation history in Breeze: what we actually want is scoping3:32Chris CarolanWill It Breeze? Yes. Just don't act on those patterns right away.0:26Chris CarolanWalking the Other Limits page: credits are turning into a rate card8:11Chris CarolanRecorded meetings stop double-writing calls: who this actually hits5:25Chris CarolanRecords all over the place: the factorial noise problem0:25Chris CarolanThe kindest thing you can do is send an email half as long0:23Chris CarolanThe Road to UNBOUND fifteen passenger van fantasy0:16Chris CarolanWhat do you think this is reporting?0:30Chris Carolan
Chris CarolanBreeze Assistant in Gmail: the interesting part is context flowing the other way2:16Chris CarolanConversation history in Breeze: what we actually want is scoping3:32Chris CarolanWill It Breeze? Yes. Just don't act on those patterns right away.0:26Chris CarolanWalking the Other Limits page: credits are turning into a rate card8:11Chris CarolanRecorded meetings stop double-writing calls: who this actually hits5:25Chris CarolanRecords all over the place: the factorial noise problem0:25Chris CarolanThe kindest thing you can do is send an email half as long0:23Chris CarolanThe Road to UNBOUND fifteen passenger van fantasy0:16Chris CarolanWhat do you think this is reporting?0:30Chris CarolanKnowledge Base Agent before the credit meter starts on September 1610:46Chris CarolanClaude told me the merged records had different IDs0:30Chris CarolanWe ran cleanup automation live and it went further than we expected8:09Casey HawkinsThe dropdown beta we were about to praise got pulled back2:02Chris CarolanYou have so much gold information in your head right now0:44Chris CarolanGood thing this is the demo portal0:34Casey HawkinsHold on, let me find your record0:30Chris CarolanHubSpot horoscopes for the week ahead0:50Chris CarolanOne tap, offline capture, and why field reps quietly stop recording8:13Chris CarolanMerged records keep their ID now, and why nobody noticed the old behavior4:37Chris CarolanRead the update before you praise it0:30Chris Carolan
Chris CarolanClaude told me the merged records had different IDs0:30Chris CarolanWe ran cleanup automation live and it went further than we expected8:09Casey HawkinsThe dropdown beta we were about to praise got pulled back2:02Chris CarolanYou have so much gold information in your head right now0:44Chris CarolanGood thing this is the demo portal0:34Casey HawkinsHold on, let me find your record0:30Chris CarolanHubSpot horoscopes for the week ahead0:50Chris CarolanOne tap, offline capture, and why field reps quietly stop recording8:13Chris CarolanMerged records keep their ID now, and why nobody noticed the old behavior4:37Chris CarolanRead the update before you praise it0:30Chris CarolanConversations with AI just moved to the top of the resume0:24Chris CarolanRound robin was never the hard part4:01Chris CarolanYour job is to get people comfortable talking to Breeze0:39Chris CarolanLead scoring by API, and the question it still cannot answer9:45Casey HawkinsAI loves to give you numbers without context0:42Chris CarolanThe client where nobody owns HubSpot anymore9:24Casey HawkinsThe limits you did not know you had5:24Chris CarolanThe question a lead score still cannot answer0:26Casey HawkinsWill It Breeze: the update my boss will ask for9:57Chris Carolan
Chris CarolanRound robin was never the hard part4:01Chris CarolanYour job is to get people comfortable talking to Breeze0:39Chris CarolanLead scoring by API, and the question it still cannot answer9:45Casey HawkinsAI loves to give you numbers without context0:42Chris CarolanThe client where nobody owns HubSpot anymore9:24Casey HawkinsThe limits you did not know you had5:24Chris CarolanThe question a lead score still cannot answer0:26Casey HawkinsWill It Breeze: the update my boss will ask for9:57Chris CarolanI wouldn't be talking to you if I wanted to do this manually0:19Chris CarolanEight connectors out, and why it reads as a migration2:52Chris CarolanWhy should you have to decide at all?4:01Chris CarolanDrag and drop is the reward, the data model is the price3:24Chris CarolanNow we understand how AI feels about dates0:24Chris CarolanThree active installs, and the warning you cannot control4:12Chris CarolanNinety nine plus, and finally a reason to open it3:31Chris CarolanWhat happens when clips meet the social agent3:19Chris CarolanThe client that simmers and the client that boils0:29Chris CarolanHunting for the entry point, live5:00Chris CarolanWill It Breeze: who should I call today?16:24Chris CarolanYou have one job, Casey0:26Chris Carolan
Chris CarolanEight connectors out, and why it reads as a migration2:52Chris CarolanWhy should you have to decide at all?4:01Chris CarolanDrag and drop is the reward, the data model is the price3:24Chris CarolanNow we understand how AI feels about dates0:24Chris CarolanThree active installs, and the warning you cannot control4:12Chris CarolanNinety nine plus, and finally a reason to open it3:31Chris CarolanWhat happens when clips meet the social agent3:19Chris CarolanThe client that simmers and the client that boils0:29Chris CarolanHunting for the entry point, live5:00Chris CarolanWill It Breeze: who should I call today?16:24Chris CarolanYou have one job, Casey0:26Chris CarolanAI doesn't remove your responsibility0:38Chris CarolanWhen you just need to fix one line in the deck4:10Casey HawkinsTwo hundred credits an article, and the silo that keeps you from using them11:04Chris CarolanCampaign is the wrong word for what this object does14:22Chris CarolanNot a fifteen-minute meeting0:34Chris CarolanRevenue reporting lands in CS Workspace, and what it actually costs you5:24Chris CarolanTwo dollars, or two hundred credits0:30Chris Carolan
Chris CarolanWhen you just need to fix one line in the deck4:10Casey HawkinsTwo hundred credits an article, and the silo that keeps you from using them11:04Chris CarolanCampaign is the wrong word for what this object does14:22Chris CarolanNot a fifteen-minute meeting0:34Chris CarolanRevenue reporting lands in CS Workspace, and what it actually costs you5:24Chris CarolanTwo dollars, or two hundred credits0:30Chris CarolanWhat a projected citation lift is allowed to claim16:25I have cut myself with a chainsaw, I know what I am talking about0:26The color theme that is not the one you wanted5:21Out of the workspace tab and into the nav6:12Never put this in front of anyone above a director0:28Contracts, not deals: where revenue actually lives now8:59Respectfully, this number is made up0:40That is your job, Breeze0:30
The sparkle changed color, and the case for a flatter HubSpot4:03Chris CarolanFixing an invoice in plain language, and who will actually do it2:08Chris CarolanAI editing in Gmail: the context matters more than the AI2:22Casey HawkinsMadelyn reads Chris's Chiron, and he says two words0:38Chris CarolanCasey's stated purpose in life is making Chris find a segue0:30Casey HawkinsContracts without a quote, and why that was the real barrier4:27Chris CarolanTags buried in settings land, and the board view at the end of it1:37Chris CarolanContract-aware Breeze, and the revenue it still cannot see2:07Casey HawkinsMadelyn's pick: the end of scrolling a record back to the start3:08Casey HawkinsSet it at your tier today, argue about the percentage later0:38Chris CarolanSet it at your tier today, argue about the percentage later3:06Casey Hawkins
Chris CarolanFixing an invoice in plain language, and who will actually do it2:08Chris CarolanAI editing in Gmail: the context matters more than the AI2:22Casey HawkinsMadelyn reads Chris's Chiron, and he says two words0:38Chris CarolanCasey's stated purpose in life is making Chris find a segue0:30Casey HawkinsContracts without a quote, and why that was the real barrier4:27Chris CarolanTags buried in settings land, and the board view at the end of it1:37Chris CarolanContract-aware Breeze, and the revenue it still cannot see2:07Casey HawkinsMadelyn's pick: the end of scrolling a record back to the start3:08Casey HawkinsSet it at your tier today, argue about the percentage later0:38Chris CarolanSet it at your tier today, argue about the percentage later3:06Casey HawkinsThe new Breeze sidebar, and the deadline attached to it3:36Casey HawkinsThe filing agent, and the dedupe it should do next3:46Casey HawkinsIf you've wanted to try Prospecting Agent but never found the time0:56Casey HawkinsI didn't tell Chris about this, by the way1:31Casey HawkinsDoes an API mean Breeze gets it next?5:36Casey HawkinsProspecting agent goes end-to-end, and a DC workshop4:42Casey HawkinsReverse sort, the typo, and the scroll back to 20193:36Casey Hawkins
Casey HawkinsThe filing agent, and the dedupe it should do next3:46Casey HawkinsIf you've wanted to try Prospecting Agent but never found the time0:56Casey HawkinsI didn't tell Chris about this, by the way1:31Casey HawkinsDoes an API mean Breeze gets it next?5:36Casey HawkinsProspecting agent goes end-to-end, and a DC workshop4:42Casey HawkinsReverse sort, the typo, and the scroll back to 20193:36Casey HawkinsApp Install Governance: somebody has to be the AI orchestrator11:37Chris CarolanConnectors in Breeze Assistant: the check that disappears when the tools connect4:33Casey HawkinsContracts meet projects: the billing milestone accounting can finally see4:25Chris Carolan"I am the accounting team, so there I am"0:25Chris CarolanEven when Breeze can't do it, it gets you the next conversation0:26Chris CarolanThe vibe-coded landing page nobody said not to build0:29Chris Carolan"So that kind of just removed me a little bit more"0:36Casey Hawkins"You're using six of one"0:42Chris CarolanShut it down or open the floodgates — both are bad decisions0:43Chris CarolanRevenue Agent on Starter: invoices from QuickBooks, and who actually owns it6:00Chris CarolanSix of one: the seat change that quietly broke six ticket pipelines5:52Chris CarolanWill It Breeze: a prompt no real sales rep would ever type8:13Chris Carolan
Chris CarolanConnectors in Breeze Assistant: the check that disappears when the tools connect4:33Casey HawkinsContracts meet projects: the billing milestone accounting can finally see4:25Chris Carolan"I am the accounting team, so there I am"0:25Chris CarolanEven when Breeze can't do it, it gets you the next conversation0:26Chris CarolanThe vibe-coded landing page nobody said not to build0:29Chris Carolan"So that kind of just removed me a little bit more"0:36Casey Hawkins"You're using six of one"0:42Chris CarolanShut it down or open the floodgates — both are bad decisions0:43Chris CarolanRevenue Agent on Starter: invoices from QuickBooks, and who actually owns it6:00Chris CarolanSix of one: the seat change that quietly broke six ticket pipelines5:52Chris CarolanWill It Breeze: a prompt no real sales rep would ever type8:13Chris CarolanAccess requests: a new HubSpot pattern, deliberately scoped to one page2:21Casey HawkinsCompany Surge: broad buckets, and why you never lead with the signal9:34Casey HawkinsLive deal boards on a dashboard: index pages finally land where people look4:40Casey HawkinsFaster transcripts, and the fifty-task problem they don't fix7:08Chris CarolanPeople avoid the CRM because they can't Control-Z0:44Casey HawkinsWhen an agent turns one call into fifty tasks that aren't there0:30Chris CarolanCold-guessing Company Surge, and getting it wrong0:29Chris CarolanBuy-in comes when people can own their own process0:31Casey HawkinsNever open with “I saw you were surging”0:44Casey HawkinsRestore from the history table: Control-Z, governance, and who gets to click revert10:47Casey HawkinsWill It Breeze: picking twelve Bombora topics for our own portal7:24Chris Carolan
Casey HawkinsCompany Surge: broad buckets, and why you never lead with the signal9:34Casey HawkinsLive deal boards on a dashboard: index pages finally land where people look4:40Casey HawkinsFaster transcripts, and the fifty-task problem they don't fix7:08Chris CarolanPeople avoid the CRM because they can't Control-Z0:44Casey HawkinsWhen an agent turns one call into fifty tasks that aren't there0:30Chris CarolanCold-guessing Company Surge, and getting it wrong0:29Chris CarolanBuy-in comes when people can own their own process0:31Casey HawkinsNever open with “I saw you were surging”0:44Casey HawkinsRestore from the history table: Control-Z, governance, and who gets to click revert10:47Casey HawkinsWill It Breeze: picking twelve Bombora topics for our own portal7:24Chris CarolanA proactive feature you still have to go find0:30Chris CarolanBlack-and-white ROI misses most of the picture0:33Chris CarolanBreeze admits most portals aren't set up for "finance grade" ROI0:34Chris Carolan"Frogger style lily padding" toward a feature that changes how you work0:35Chris CarolanUsage tracking that reaches Snowflake but never the customer data system5:33Casey HawkinsWhere calendar sync actually breaks: orphaned recurring instances9:52Casey HawkinsA proactive feature whose output you have to go hunting for11:12Chris CarolanWill It Breeze: a live AI-ROI prompt Breeze couldn't verify12:27Chris Carolan
Chris CarolanBlack-and-white ROI misses most of the picture0:33Chris CarolanBreeze admits most portals aren't set up for "finance grade" ROI0:34Chris Carolan"Frogger style lily padding" toward a feature that changes how you work0:35Chris CarolanUsage tracking that reaches Snowflake but never the customer data system5:33Casey HawkinsWhere calendar sync actually breaks: orphaned recurring instances9:52Casey HawkinsA proactive feature whose output you have to go hunting for11:12Chris CarolanWill It Breeze: a live AI-ROI prompt Breeze couldn't verify12:27Chris CarolanBusy isn't enough to book on someone's calendar4:00Casey HawkinsWe joined the segments beta live14:16Casey HawkinsPackaging, not plumbing6:34Casey HawkinsShould this have been a table all along?2:07Casey HawkinsCaching isn't about speed, it's about surprise4:40Chris CarolanThe update that finally makes UAT real4:52Chris Carolan
Casey HawkinsWe joined the segments beta live14:16Casey HawkinsPackaging, not plumbing6:34Casey HawkinsShould this have been a table all along?2:07Casey HawkinsCaching isn't about speed, it's about surprise4:40Chris CarolanThe update that finally makes UAT real4:52Chris CarolanBuilding a lookup property live with Breeze21:04Chris CarolanBrand-specific company names, and the commerce email parity gap2:56Chris CarolanBreeze is just moving forward now. Are you okay with that?0:47Converting a text property to a dropdown: the end of the proxy-field dance3:39Chris CarolanData modeling is a muscle the ecosystem does not have0:21Mental burpees: the real cost of waiting on AI0:48Merge rules, and what winning actually means3:05Casey HawkinsThe most infuriating update in HubSpot history0:47Chris CarolanThe Settings API, seats, and where pricing is heading4:04Chris CarolanShould team email signatures exist at all?3:05Casey Hawkins
Chris CarolanBrand-specific company names, and the commerce email parity gap2:56Chris CarolanBreeze is just moving forward now. Are you okay with that?0:47Converting a text property to a dropdown: the end of the proxy-field dance3:39Chris CarolanData modeling is a muscle the ecosystem does not have0:21Mental burpees: the real cost of waiting on AI0:48Merge rules, and what winning actually means3:05Casey HawkinsThe most infuriating update in HubSpot history0:47Chris CarolanThe Settings API, seats, and where pricing is heading4:04Chris CarolanShould team email signatures exist at all?3:05Casey HawkinsCustomer Agent's new coaching opportunity for a low CX score: the full discussion9:22Chris CarolanCustomizing the meeting scheduler: not the page you are picturing6:13Casey HawkinsCX score signals, pulled back up alongside Customer Agent4:55Chris CarolanEverybody gets a score0:18The new HubSpot homepage, showing up in the portal mid-show4:34Casey HawkinsThe measurement systems we build get gamed0:40Quality Assurance Score for Help Desk tickets: the full discussion11:43Chris CarolanThe Reddit Ads integration: the full discussion3:46Casey HawkinsThe theme song ended up on the driving playlist0:41
Chris CarolanCustomizing the meeting scheduler: not the page you are picturing6:13Casey HawkinsCX score signals, pulled back up alongside Customer Agent4:55Chris CarolanEverybody gets a score0:18The new HubSpot homepage, showing up in the portal mid-show4:34Casey HawkinsThe measurement systems we build get gamed0:40Quality Assurance Score for Help Desk tickets: the full discussion11:43Chris CarolanThe Reddit Ads integration: the full discussion3:46Casey HawkinsThe theme song ended up on the driving playlist0:41Admin navigation customization: the full discussion3:41He hooked the API up to Claude and it took fifteen minutes0:49The Contracts API: the full discussion7:00Chris CarolanCustomizing the meeting scheduler in the CRM: the full discussion5:06Nobody cared about API updates a year ago0:45The metric is the easy part. Do you trust the number?0:50Most businesses will never call themselves a merchant0:45Recorded meetings and duplicate call records: the full discussion4:13Reusable metrics on dashboards: the full discussion7:47The Teams public API: the full discussion11:14Chris CarolanWhen is it a meeting and when is it a call?0:42
Chris CarolanCustomizing the meeting scheduler in the CRM: the full discussion5:06Nobody cared about API updates a year ago0:45The metric is the easy part. Do you trust the number?0:50Most businesses will never call themselves a merchant0:45Recorded meetings and duplicate call records: the full discussion4:13Reusable metrics on dashboards: the full discussion7:47The Teams public API: the full discussion11:14Chris CarolanWhen is it a meeting and when is it a call?0:42A sunset day, or: another orange evening0:40I am criticizing only because I care0:24Data warehouse credit changes: the full discussion3:49Chris CarolanThirty thousand surprise marketing contacts, and the invoice that follows0:47The Microsoft Ads integration: the full discussion3:46Casey HawkinsThe payments account read API: the full discussion3:05Chris CarolanRemember when there were only three ad networks0:42Maximum marketing contact limits: the full discussion4:13The social agent sunset: the full discussion4:56Chris CarolanWhat the social agent was actually for: finding the obscure holiday0:43
Chris CarolanThirty thousand surprise marketing contacts, and the invoice that follows0:47The Microsoft Ads integration: the full discussion3:46Casey HawkinsThe payments account read API: the full discussion3:05Chris CarolanRemember when there were only three ad networks0:42Maximum marketing contact limits: the full discussion4:13The social agent sunset: the full discussion4:56Chris CarolanWhat the social agent was actually for: finding the obscure holiday0:43Handing any conversation to Customer Agent: the full discussion9:55Chris CarolanDashboard color themes: the full discussion2:29Chris CarolanAI-powered scoring insights: the full discussion9:15Chris CarolanThe Epic app for medical records: the full discussion3:46Chris CarolanThe new Actions Library: the full discussion11:13Chris CarolanWhat's new in Starter this summer: the full discussion6:37Chris Carolan
Chris CarolanDashboard color themes: the full discussion2:29Chris CarolanAI-powered scoring insights: the full discussion9:15Chris CarolanThe Epic app for medical records: the full discussion3:46Chris CarolanThe new Actions Library: the full discussion11:13Chris CarolanWhat's new in Starter this summer: the full discussion6:37Chris CarolanAgent Hub, walked through by the product team11:47On agent sprawl and the bad dad joke agent0:53Becca on context: pulling the right battle card live0:51Becca on context as a pool you swim in0:15Becca on the Agent Hub launch: perfectionist product folks0:43Becca: naming is one of the hardest things we do0:27Becca on why Projects hold a scoped context1:00Davis on the Agent Hub icon: a runner on second0:15Davis on building Agent Hub in public0:29Davis on the Projects naming collision0:33
The billing portal debate: self-service billing meets the real world8:37The title card you never knew you could change2:08Building an app live with Breeze: paying off the cliffhanger20:08Chris CarolanA public API for pipeline rules, and why it cuts both ways4:14Chris CarolanSmart deal progression: the follow-up email written for you4:08Chris CarolanAI summaries of your Slack channels, right on the record1:50
Chris CarolanA public API for pipeline rules, and why it cuts both ways4:14Chris CarolanSmart deal progression: the follow-up email written for you4:08Chris CarolanAI summaries of your Slack channels, right on the record1:50AEO prompts are not credits0:37Casey HawkinsThis is like attributing electricity0:20Chris CarolanCan I borrow a thousand credits until reset0:31
Joshua OakesEveryone changes because of AI except the CFO0:30Chris CarolanColumn-level filtering: the full discussion10:09One blog post, or a hundred accounts monitored0:39Chris CarolanYou picked the wrong person for hope0:21Joshua OakesThe meetings calendar in the nav: the full discussion2:36Unpublishing forms: the full discussion4:06Webhooks in custom agents: the full discussion4:24Chris Carolan
Casey HawkinsThis is like attributing electricity0:20Chris CarolanCan I borrow a thousand credits until reset0:31Joshua OakesEveryone changes because of AI except the CFO0:30Chris CarolanColumn-level filtering: the full discussion10:09One blog post, or a hundred accounts monitored0:39Chris CarolanYou picked the wrong person for hope0:21Joshua OakesThe meetings calendar in the nav: the full discussion2:36Unpublishing forms: the full discussion4:06Webhooks in custom agents: the full discussion4:24Chris CarolanYou can build apps into HubSpot right now0:32Chris CarolanCustomer Agent deployment drafts: the full discussion2:02Describe an app and deploy it to your portal: the full discussion8:21Chris CarolanImport progress tracking: the full discussion5:29Knowing your import isn't broken0:22Chris CarolanGetting lead score context to the reps0:36Marketing Control Center is being folded into Breeze chat: the full discussion2:52Personalized product updates: the full discussion3:03Why AI learning works better in short bursts0:34Chris CarolanTransactional SMS and what 10DLC means: the full discussion4:32What does 10DLC actually mean?0:54
Chris CarolanCustomer Agent deployment drafts: the full discussion2:02Describe an app and deploy it to your portal: the full discussion8:21Chris CarolanImport progress tracking: the full discussion5:29Knowing your import isn't broken0:22Chris CarolanGetting lead score context to the reps0:36Marketing Control Center is being folded into Breeze chat: the full discussion2:52Personalized product updates: the full discussion3:03Why AI learning works better in short bursts0:34Chris CarolanTransactional SMS and what 10DLC means: the full discussion4:32What does 10DLC actually mean?0:54AI doesn't care about your rules0:41Casey HawkinsBuilding for the ideal, not the realistic0:18Casey HawkinsCall recording per user and team: the full discussion3:24Casey HawkinsThe cherry on top of perfect0:54Casey HawkinsConditional property logic on mobile: the full discussion5:30Casey HawkinsContract imports: the full discussion5:57Casey HawkinsMarket Segments, day two: the full discussion9:21Casey Hawkins100% of customers visit the login page0:29Casey HawkinsThe new product updates page: a quick look0:49Casey HawkinsScoring high-impact pages: the full demo6:50Casey HawkinsStudio copy-paste and onboarding tour: at the buzzer0:22Casey HawkinsHubSpot wanted to email my client about a typo0:25Casey HawkinsThe report I would throw into a volcano0:38Casey Hawkins
Casey HawkinsBuilding for the ideal, not the realistic0:18Casey HawkinsCall recording per user and team: the full discussion3:24Casey HawkinsThe cherry on top of perfect0:54Casey HawkinsConditional property logic on mobile: the full discussion5:30Casey HawkinsContract imports: the full discussion5:57Casey HawkinsMarket Segments, day two: the full discussion9:21Casey Hawkins100% of customers visit the login page0:29Casey HawkinsThe new product updates page: a quick look0:49Casey HawkinsScoring high-impact pages: the full demo6:50Casey HawkinsStudio copy-paste and onboarding tour: at the buzzer0:22Casey HawkinsHubSpot wanted to email my client about a typo0:25Casey HawkinsThe report I would throw into a volcano0:38Casey HawkinsAssociation limits: the full discussion4:33Casey HawkinsCut the Holiday Slop0:34Casey HawkinsMarket Segments: the full discussion8:22Casey HawkinsWho Has 50,000 Deals on One Contact?0:24Casey HawkinsA Little More Hope on the AI Timeline0:18Casey HawkinsImage Editor: the full discussion (live demo)9:45Casey HawkinsJRE to CLDR: the full discussion2:17Casey HawkinsYour AI Is Only as Good as the Data You're Collecting0:44Casey HawkinsSocial Content Agent: the full discussion6:41Casey HawkinsYou've Been Sounding Like You for Years0:49Casey HawkinsThe Workshop High, Then the Homework0:26Casey Hawkins
Casey HawkinsCut the Holiday Slop0:34Casey HawkinsMarket Segments: the full discussion8:22Casey HawkinsWho Has 50,000 Deals on One Contact?0:24Casey HawkinsA Little More Hope on the AI Timeline0:18Casey HawkinsImage Editor: the full discussion (live demo)9:45Casey HawkinsJRE to CLDR: the full discussion2:17Casey HawkinsYour AI Is Only as Good as the Data You're Collecting0:44Casey HawkinsSocial Content Agent: the full discussion6:41Casey HawkinsYou've Been Sounding Like You for Years0:49Casey HawkinsThe Workshop High, Then the Homework0:26Casey HawkinsHubSpot Isn't the Only Place Your Business Runs0:33Casey HawkinsThe 10-Minute Move Before Your Legacy Scores Vanish0:21Casey HawkinsIf I Post About a Random Holiday, Assume I've Been Hacked0:41Casey HawkinsHow Many Properties Did This Update Just Make Pointless?0:16Casey HawkinsWhere My Social Posts Actually Come From0:36Casey HawkinsA Year-Long Sunset, Done Right0:36Casey Hawkins
Casey HawkinsThe 10-Minute Move Before Your Legacy Scores Vanish0:21Casey HawkinsIf I Post About a Random Holiday, Assume I've Been Hacked0:41Casey HawkinsHow Many Properties Did This Update Just Make Pointless?0:16Casey HawkinsWhere My Social Posts Actually Come From0:36Casey HawkinsA Year-Long Sunset, Done Right0:36Casey HawkinsFeed Claude's Context Straight Into HubSpot0:47Casey HawkinsGood Friction vs. Bad Friction0:40Casey HawkinsThe HubSpot Horoscope: Cancer Reading0:57A Core Belief: Not Everyone Watches0:26Casey HawkinsSteal People's Laptops for Email Signatures0:33Everyone's a Super Admin Because It's Easier0:58Casey Hawkins
Casey HawkinsGood Friction vs. Bad Friction0:40Casey HawkinsThe HubSpot Horoscope: Cancer Reading0:57A Core Belief: Not Everyone Watches0:26Casey HawkinsSteal People's Laptops for Email Signatures0:33Everyone's a Super Admin Because It's Easier0:58Casey HawkinsBreeze assistant on HubSpot mobile: meeting prep, file uploads and suggested prompts2:07Chris CarolanWhat Breeze assistant does when the contact record doesn't exist0:49Chris CarolanOne place to see the whole data model, custom note properties included2:02Chris CarolanCore seats now get every email template and snippet1:51Chris CarolanDo your prompting in the place that already has your context0:44Chris CarolanThe inline association table: associated records without leaving the index page5:19Chris CarolanReverting a property to a past version without losing the history0:32Chris CarolanRecording and transcription settings finally in one place3:37Chris CarolanWhere Will It Breeze started0:26Chris Carolan
Chris CarolanWhat Breeze assistant does when the contact record doesn't exist0:49Chris CarolanOne place to see the whole data model, custom note properties included2:02Chris CarolanCore seats now get every email template and snippet1:51Chris CarolanDo your prompting in the place that already has your context0:44Chris CarolanThe inline association table: associated records without leaving the index page5:19Chris CarolanReverting a property to a past version without losing the history0:32Chris CarolanRecording and transcription settings finally in one place3:37Chris CarolanWhere Will It Breeze started0:26Chris CarolanGibberish detection on forms, and what the spam is telling us12:18Chris CarolanFrom the break-fix person to the enablement person0:20Chris CarolanAdmins, work for your sales team and your agent, not for the CRM0:36Chris CarolanAgents can now run HubSpot, so ask a better question than the cleanup list11:00Chris CarolanLearning to manage HubSpot through agents will not be optional0:39Chris CarolanThe quote template migration tool only moves standard templates3:09Chris CarolanTrisha pushes back on replacing the contact us form0:41Chris CarolanThe streamlined index page: two changes that tripped me up3:13Chris CarolanTasks in HubSpot now work like the rest of the CRM5:07Chris Carolan
Chris CarolanFrom the break-fix person to the enablement person0:20Chris CarolanAdmins, work for your sales team and your agent, not for the CRM0:36Chris CarolanAgents can now run HubSpot, so ask a better question than the cleanup list11:00Chris CarolanLearning to manage HubSpot through agents will not be optional0:39Chris CarolanThe quote template migration tool only moves standard templates3:09Chris CarolanTrisha pushes back on replacing the contact us form0:41Chris CarolanThe streamlined index page: two changes that tripped me up3:13Chris CarolanTasks in HubSpot now work like the rest of the CRM5:07Chris CarolanDavis Reveals the New Automation Builder0:30Davis MastinHelpful, Cool, or Creepy Personalization0:37Migrate Legacy Workflows, No Rebuild0:40Davis MastinNot Just Automation — Agentic Automation0:28Davis MastinThe Paved Road and the Off-Road Agent0:34Becca StampPlan the Flow, Detethered From the Trigger0:26Davis Mastin
How a HubSpot Product Update Actually Ships0:34Ankur Gupta"Major Update" Isn't a Value Statement1:15Ankur GuptaA PM's Little Plug: Property Change Events0:59Ankur GuptaWhy a Property Change Gets Blasted Into the Sun0:38Ankur GuptaThe Real Value of Data Studio1:02Ankur GuptaWhat the Marketing Research Agent Really Does1:10Ankur Gupta