Every Service Hub clip — Another Orange Morning

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Tuesday, October 20, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

2 clips

Account cleanup can delete on more dates, and templates in draft are why I still only audit6:58

Casey Hawkins Bulk-redacting scan results and email bodies: ask what question it answers8:38

Friday, October 16, 2026, with Chris Carolan and Casey Hawkins

2 clips

Customer Agent now understands WhatsApp voice notes, and it makes seats and credits click2:37

Chris Carolan Why QuickBooks and HubSpot disagree about who a customer is11:16

Thursday, October 15, 2026, with Chris Carolan, Casey Hawkins, and Trisha Merriam

1 clip

Pipeline object tags get higher limits, and there is a lot behind tags3:12

Wednesday, October 14, 2026, with Chris Carolan, Casey Hawkins, and Zach Hussion

2 clips

Cloning goals in bulk for next fiscal year, and why goals in HubSpot go past revenue2:10

Chris Carolan One settings page for every channel, and the plan to make before you connect them5:16

Tuesday, October 13, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

2 clips

Reviewing call summaries and actions on mobile2:56

Chris Carolan See which topics are hitting your help desk most, without the export and the pivot table7:30

Thursday, October 8, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

3 clips

Flexible defaults for account cleanup: an audit tool for the portal you just inherited3:31

Casey Hawkins Undoing enrichment changes, and what an enriched data delete request really removes10:00

Chris Carolan Conditional property logic with AND/OR groups: ask what human is about to do this10:28

Wednesday, October 7, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

1 clip

Similar ticket suggestions: a knowledge base may do it better, and why customers expect word for word5:09

Tuesday, October 6, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

2 clips

The new help desk composer is the default now, tables included4:54

Chris Carolan Video share pages now show the title, chapters and transcript5:14

Friday, October 2, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

2 clips

Admin navigation customization: the double opt-in, and why super admins go first4:02

Chris Carolan Deal progression: next best actions are only as good as the context your team enters4:54

Thursday, October 1, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

4 clips

Admin navigation customization: where does the work actually happen?3:30

Chris Carolan Human handoff by channel: synchronous versus asynchronous3:38

Chris Carolan The coaching digest: who is responsible for one more email?8:02

Chris Carolan Manual sort within lanes, live, plus a Will It Breeze on where the order lives9:59

Wednesday, September 30, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

1 clip

Customer success space: project management for anyone post-sale3:31

Monday, September 28, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

4 clips

Health score breakdown: the side card finally shows its math1:56

Casey Hawkins Email templates for workflow tasks, not just sequences2:25

Chris Carolan Notifications for form automations: pick your alerts carefully5:25

Chris Carolan Knowledge Base API: you do not need a pipeline to get value5:48

Thursday, September 24, 2026, with Casey Hawkins and Trisha Merriam

3 clips

Buying groups and the account map: Trisha's UNBOUND pick4:02

Casey Hawkins CRM views that save themselves: why Casey cut the line4:36

Casey Hawkins Breeze drafts your email on mobile: is it better than Claude in Gmail?4:49

Friday, September 11, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

2 clips

The transcripts API, and which transcripts are even in HubSpot6:29

Chris Carolan Buying groups with Breeze: true Canvas, built from your real data8:15

Thursday, September 10, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

2 clips

Coaching the customer agent from one Breeze conversation4:50

Casey Hawkins SharePoint day two: what the Microsoft app means when your clients live there5:00

Wednesday, September 9, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

4 clips

One page for every channel, as long as you don't mean marketing email1:53

Chris Carolan When configuration will not bend, people leave for a spreadsheet2:52

Chris Carolan The business associate agreement is the feature6:15

Chris Carolan Why Microsoft and HubSpot waited until 2026 to ship this6:50

Tuesday, September 8, 2026, with Chris Carolan, Joshua Oakes, and Ryan Ginsberg

1 clip

Sections finally land, and the help text still has nowhere to live18:20

Friday, September 4, 2026, with Chris Carolan and Madelyn Donovan

2 clips

Why calls and meetings will keep getting small updates like this2:21

Chris Carolan A webhook in reverse, and the naming problem it cannot solve7:22

Thursday, September 3, 2026, with Chris Carolan and Trisha Merriam

1 clip

The two triggers that make the Agent Builder canvas finishable4:19

Wednesday, September 2, 2026, with Chris Carolan, Casey Hawkins, and Zach Hussion

2 clips

CX Score becomes CXS, and what the score actually reads5:45

Chris Carolan Customer Agent writes your knowledge base. Who reviews it?8:49

Tuesday, September 1, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

2 clips

The one part of the CRM record nobody could change1:53

Chris Carolan Lead routing, and the case for calling it interest13:07

Monday, August 31, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

2 clips

Similar ticket suggestions, and the version we expected instead2:07

Chris Carolan Pipeline conditionals, finally: combining two properties in one rule5:17

Friday, August 28, 2026, with Chris Carolan and Madelyn Donovan

3 clips

Action Gap finds the process gap, not the agent gap2:45

Chris Carolan The one time Chris automates an association5:36

Chris Carolan Buying Groups ships an org chart, and a warning about job titles6:21

Tuesday, August 25, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

1 clip

Mobile calendar access comes off the Sales seat1:38

Monday, August 24, 2026, with Chris Carolan and Joshua Oakes

4 clips

Breeze Assistant in Gmail: the interesting part is context flowing the other way2:16

Chris Carolan Conversation history in Breeze: what we actually want is scoping3:32

Chris Carolan Breeze Canvas puts CRM context beside the draft. Is your record good enough to use it?5:13

Chris Carolan Recorded meetings stop double-writing calls: who this actually hits5:25

Friday, August 21, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

4 clips

The dropdown beta we were about to praise got pulled back2:02

Chris Carolan We ran cleanup automation live and it went further than we expected8:09

Casey Hawkins One tap, offline capture, and why field reps quietly stop recording8:13

Chris Carolan Knowledge Base Agent before the credit meter starts on September 1610:46

Thursday, August 20, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

1 clip

Round robin was never the hard part4:01

Wednesday, August 19, 2026, with Casey Hawkins and Chris Carolan

1 clip

Drag and drop is the reward, the data model is the price3:24

Tuesday, August 18, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

2 clips

Revenue reporting lands in CS Workspace, and what it actually costs you5:24

Chris Carolan Two hundred credits an article, and the silo that keeps you from using them11:04

Thursday, August 13, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

1 clip

The filing agent, and the dedupe it should do next3:46

Tuesday, August 11, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

1 clip

Faster transcripts, and the fifty-task problem they don't fix7:08

Monday, August 10, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

1 clip

Usage tracking that reaches Snowflake but never the customer data system5:33

Friday, August 7, 2026, with Casey Hawkins and Chris Carolan

4 clips

Busy isn't enough to book on someone's calendar4:00

Casey Hawkins The update that finally makes UAT real4:52

Chris Carolan Packaging, not plumbing6:34

Casey Hawkins We joined the segments beta live14:16

Thursday, August 6, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

2 clips

Converting a text property to a dropdown: the end of the proxy-field dance3:39

Chris Carolan The Settings API, seats, and where pricing is heading4:04

Wednesday, August 5, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

6 clips

The Reddit Ads integration: the full discussion3:46

Casey Hawkins The new HubSpot homepage, showing up in the portal mid-show4:34

Casey Hawkins CX score signals, pulled back up alongside Customer Agent4:55

Chris Carolan Customizing the meeting scheduler: not the page you are picturing6:13

Casey Hawkins Customer Agent's new coaching opportunity for a low CX score: the full discussion9:22

Chris Carolan Quality Assurance Score for Help Desk tickets: the full discussion11:43

Tuesday, August 4, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

5 clips

Admin navigation customization: the full discussion3:41 Recorded meetings and duplicate call records: the full discussion4:13 Customizing the meeting scheduler in the CRM: the full discussion5:06 Reusable metrics on dashboards: the full discussion7:47 The Teams public API: the full discussion11:14

Friday, July 31, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

1 clip

CX Score: the full discussion13:49

Thursday, July 30, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

2 clips

Reporting comes to Starter: the full discussion7:00 The new HubSpot Home: the full discussion7:39

Wednesday, July 29, 2026, with Chris Carolan and Zach Hussion

2 clips

What's new in Starter this summer: the full discussion6:37

Chris Carolan The new Actions Library: the full discussion11:13

Monday, July 27, 2026, with Casey Hawkins, Chris Carolan, Joshua Oakes, Davis Mastin, and Becca Stamp

1 clip

Agent Hub, walked through by the product team11:47

Friday, July 24, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

1 clip

Agent Hub arrives, and Breeze builds the wrong thing live11:04

Thursday, July 23, 2026, with Casey Hawkins and Trisha Merriam

4 clips

Lead rotation comes to the Lead object2:34

Casey Hawkins Sandboxes finally tell you what actually broke3:35

Casey Hawkins Workflow templates land in the marketplace5:21

Casey Hawkins Agent Hub, and building weighted routing live17:35

Wednesday, July 22, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

4 clips

AI summaries of your Slack channels, right on the record1:50 The title card you never knew you could change2:08 Smart deal progression: the follow-up email written for you4:08

Chris Carolan A public API for pipeline rules, and why it cuts both ways4:14

Tuesday, July 21, 2026, with Casey Hawkins and Chris Carolan

1 clip

Sequence Task Associations: the full discussion5:55

Friday, July 17, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

1 clip

Customer Agent deployment drafts: the full discussion2:02

Thursday, July 16, 2026, with Casey Hawkins and Rylee Powell

1 clip

Call recording per user and team: the full discussion3:24

Friday, May 29, 2026, with Chris Carolan and Madelyn Donovan

2 clips

Core seats now get every email template and snippet1:51

Chris Carolan Recording and transcription settings finally in one place3:37