Every Smart CRM 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

1 clip

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

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

2 clips

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

Chris Carolan Consent email tracking: more options, and a good reason to check your own list5:14

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

1 clip

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

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

Offline mode on mobile: Zach's road-warrior read, and the stepping stone to a local model6:20

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

2 clips

Offline mode on mobile: read only, and who it is for6:22

Chris Carolan Column suggestions on index tables, and the credit math underneath12:20

Monday, October 5, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

2 clips

Post-restore summary: the recycle bin grows up3:33

Chris Carolan Add column suggestions: naming collisions, team views and the save-as habit11:08

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

1 clip

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

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

3 clips

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

Chris Carolan Data model overview tab, now public: the workspace and the pop-up8:11

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

NetSuite connector, day three: credits, adoption and asking for more connectors12:46

Tuesday, September 29, 2026, with Chris Carolan and Ryan Ginsberg

3 clips

Work on tasks with Breeze: the administration people skip2:26

Chris Carolan Notes card in task preview: a Band-Aid, or the Breeze scratch pad?3:59

Chris Carolan NetSuite connector, day two: who is actually set up to use it?7:26

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

2 clips

Notifications for form automations: pick your alerts carefully5:25

Chris Carolan NetSuite connector for Breeze: the cost of cross-system friction7:00

Friday, September 25, 2026, with Casey Hawkins and Madelyn Donovan

1 clip

HubSpot Work, second day: where it is and what to use it for6:19

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

2 clips

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

Wednesday, September 23, 2026, with Casey Hawkins, Chris Carolan, and Zach Hussion

1 clip

HubSpot Work in public beta: a task list that builds itself, and who reviews it13:41

Monday, September 14, 2026, with Chris Carolan and Joshua Oakes

3 clips

Object tags on every pipeline, and the case for segments7:45

Chris Carolan One-line AI previews, and why the summary cannot be a black box8:06

Chris Carolan Will It Breeze: fix my personalized navigation13:51

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

2 clips

Personalized navigation: somebody still has to do the tailoring5:47

Chris Carolan Revenue reporting from contracts, and the seat question again7:16

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

3 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

Chris Carolan Column suggestions, and getting a sales team out of segments5:48

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

5 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 data model finally gets one home, and Breeze holds the key to it4:06

Chris Carolan The index page becomes a spreadsheet, and that cuts both ways5:02

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

2 clips

Auto-association by API: a race condition where your business should be8:23

Chris Carolan 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

A second look at color themes: organizing information, not decorating it5:13

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

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

2 clips

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

Chris Carolan Any versus all, and why primary stopped meaning much5:56

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

1 clip

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

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

3 clips

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

Chris Carolan The holy grail, with one caution: you do not actually need contracts7:29

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

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

Chris Carolan Twelve columns instead of six: the update Joshua waited all year for7:55

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

4 clips

Cell selection: sales directors, no more excuses1:25

Chris Carolan Property history restore, and who is allowed to press it3:03

Chris Carolan The import workaround we built days too early3:08

Chris Carolan The one time Chris automates an association5:36

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

1 clip

Lookup properties roll back: the association labels conversation underneath10:49

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

2 clips

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

Chris Carolan Merged records keep their ID now, and why nobody noticed the old behavior4:37

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

1 clip

Round robin was never the hard part4:01

Monday, August 17, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

1 clip

The color theme that is not the one you wanted5:21

Friday, August 14, 2026, with Casey Hawkins, Chris Carolan, and Madelyn Donovan

2 clips

Tags buried in settings land, and the board view at the end of it1:37

Chris Carolan Madelyn's pick: the end of scrolling a record back to the start3:08

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

2 clips

Reverse sort, the typo, and the scroll back to 20193:36

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

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

3 clips

Access requests: a new HubSpot pattern, deliberately scoped to one page2:21

Casey Hawkins Live deal boards on a dashboard: index pages finally land where people look4:40

Casey Hawkins Restore from the history table: Control-Z, governance, and who gets to click revert10:47

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

2 clips

The update that finally makes UAT real4:52

Chris Carolan We joined the segments beta live14:16

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

3 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

Chris Carolan Building a lookup property live with Breeze21:04

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

3 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 Customizing the meeting scheduler: not the page you are picturing6:13

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

4 clips

Admin navigation customization: the full discussion3:41 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

Associations as lookup properties: the full discussion7:42

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

1 clip

The new HubSpot Home: the full discussion7:39

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

2 clips

Dashboard color themes: the full discussion2:29

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

Tuesday, July 28, 2026, with Casey Hawkins, Chris Carolan, and Ryan Ginsberg

1 clip

Lookup properties: should we press it?15:22

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

3 clips

AI summaries of your Slack channels, right on the record1:50 The title card you never knew you could change2:08 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

Cross-object filtering on index pages: the full discussion5:41

Monday, July 20, 2026, with Casey Hawkins, Chris Carolan, and Joshua Oakes

1 clip

Column-level filtering: the full discussion10:09

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

1 clip

Import progress tracking: the full discussion5:29

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

2 clips

Conditional property logic on mobile: the full discussion5:30

Casey Hawkins Scoring high-impact pages: the full demo6:50

Wednesday, July 15, 2026, with Casey Hawkins and Zach Hussion

1 clip

Association limits: the full discussion4:33

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

1 clip

The inline association table: associated records without leaving the index page5:19