Our 6 Favorite New HubSpot Tools, Features, + Solutions
Do you live in a world filled with corporate data? Are you plagued by siloed apartments? Are your lackluster growth strategies demolishing your chances for success? Are you held captive by the evil menace, lord lack, lack of time, lack of strategy, and lack of the most important and powerful tool in your superhero tool belt? Knowledge.
Intro:Never fear hub heroes. Get ready to don your cape and mask, move into action, and become the hub hero your organization needs. Tune in each week to join the league of extraordinary inbound heroes as we help you educate, empower, and execute. Of heroes, it's time to unite and activate your powers.
George B. Thomas:Know, at some point this guy stinks. Oh my goodness. You know, at some point in time, we're gonna have to do a Lord Lack episode. Because for a couple years now, we've heard about Lord Lack and all the shenanigans that he's pulling. I think we could have fun with that.
George B. Thomas:But that, of course, is not today. But at some point, we need a Lord Lack episode where the villain shows up.
Chad Hohn:Your lack of faith is disturbing.
Liz Moorehead:I love that idea. But I got to be honest, guys, we have a packed episode. Yeah. So we got to wrap up the chitchat and get to the good.
George B. Thomas:In other words, this is like, shut up. Let's make content.
Liz Moorehead:Look, you all see our outline. We are all looking at the same document. We have some business to attend to today.
George B. Thomas:Just a bit.
Liz Moorehead:I am particularly thrilled about. We teased this a bit last week by saying this is an episode where you need to listen to George B. Thomas's best advice, which is grab a snack and a backpack, but also snack pack, a snack pack, pen, paper, Evernote, whatever else you need. Because today we are each going to be talking about new HubSpot features that we are the most excited about. And George, I know you're particularly hyped for this episode because when people started filling their stuff in, were going, oh, yeah.
Liz Moorehead:Anything you want to share with the class before we dig in?
George B. Thomas:Well, just I I like how humans brains work and how different the things that we all kind of picked to talk about but also how if you're listening to this podcast and if you pay attention to the different things and combine them together, like you're getting some ultimate like superpowers out of this episode. So I'm excited. I'm excited. Me
Liz Moorehead:too. Well, here's how it's gonna work, everybody. We each have two new features that we are excited about today, and we are going to go person by person, but we're only gonna share one at a time. We're not doing both all at once. Sound good?
George B. Thomas:Sounds good. Rules are good.
Max Cohen:Fabulous. Rules are good.
Liz Moorehead:Max, let's start with you. What you
Max Cohen:got for
Liz Moorehead:us, bud?
Max Cohen:Me first? Yeah. Well, I'm gonna start with the big one or the smaller one. We'll do the big one. The data model builders here, everybody, first of all.
Max Cohen:So if you're somebody actually, let me let me back this up. The data modeler basically is a tool in HubSpot that you can use, where in a single pane of glass, you can manage your custom objects, create your custom objects, see how your custom objects or any any of your sorry. I say custom objects. Any of your objects. Right?
George B. Thomas:Mhmm.
Max Cohen:Yeah. And their association associated is to each other, manage all the associations. You can even create properties. You can even manage your properties all in one one, like, single interface. Right?
Max Cohen:You can even, like, export pictures of your data model if you need to, like, share it in a meeting or explain it to somebody. Right? And the reason I'm so stoked about this is because I cannot tell you the amount of pain I feel in my brain when I know I have to walk through the, what is it, five or six clicks it takes just to get to like creating a new property. Right? Which is like really boring.
Max Cohen:It's not so much the clicks. It's like navigating and waiting through all the page loads and like getting to the right spot. Right.
Chad Hohn:Like, the settings and well, sometimes you could go to the objects and sometimes you go to the properties because reasons.
Max Cohen:Sure. Exactly. Right? And and it's just like even it's like navigating to where associations live and having to, like, put things in the menu and then go through the navigate like, the tab navigation and then click the drop down. And then I and it's just like, it's a nightmare.
Max Cohen:Right? So, like, I'm super stoked for this. I mean, it's especially great for anyone who's, like, stepping into a new HubSpot portal and needs to be able to, like, visually see everything an object is connected to and what the top 10 most, you know, used properties are and, like, all these different things. It's a great way, I think, to get, like, familiar with a portal. But it's just a better, like more tangible visual way of like managing how everything is like set up and understanding the relationship.
Max Cohen:So Wdata model builder, I'm stoked for it.
Chad Hohn:Wow. I love that. Yeah.
George B. Thomas:It's a good one.
Max Cohen:It's a very good one.
George B. Thomas:It's a good one. You should pay attention to new new or existing portals, by the way. I'll throw that in there. Like, it's just a good place to go.
Max Cohen:Is it is it gated by anything?
George B. Thomas:I don't think it's gated by anything. No. I think it's all tiers, all hubs, I think, if I remember correctly.
Max Cohen:Makes sense.
Chad Hohn:We were gonna get those integrator managed custom objects with those, you know, custom objects that come with yeah. Well, you know, I heard words about that once.
George B. Thomas:Moving on.
Max Cohen:I don't know what you're talking about.
Liz Moorehead:Oh, yeah. Oh, it's a source plot. Who's ready to get nerdier?
Max Cohen:Alright. Here. Wait. I'll tell you all about them. So here's the here's the basics.
Max Cohen:Right? Is good Oh, stuff.
George B. Thomas:That's good.
Chad Hohn:I can't wait. That's so cool.
George B. Thomas:Yeah. I can't wait, man. I wish everybody else could hear that, but, you know, we had to censor it in editing.
Liz Moorehead:Only us beautiful souls are able to hear it. Chad, take us further down the nerd well.
Chad Hohn:Yeah. I mean, this isn't really, like, that new of a feature. It's been around for a hot minute. But I have really fallen in love with the functionality and ability to use custom coded actions to make people's lives easier inside of HubSpot. And between custom coded actions and the ability to add a card on the right hand sidebar of any object that will enroll the object you're looking at in a workflow, which could or could not include a custom object.
Chad Hohn:It really allows you to like, where before you used to have to, like, add things like, oh, I'll flip a property and that will trigger the workflow. Right? Or whatever. And then people like, oh, did it enroll? I don't know.
Chad Hohn:You know? And like so between, like, being able to do things that, like, measurably, improve people's lives and user experience working inside of HubSpot, as well as, like, making it easier for them, like, with the custom coded actions and make it easier for them to use those workflows that you're able to build for them with the right hand sidebar card with one or more workflows in that is really, really, really helpful. It's super awesome to be able to just give your team what they need right where they need it and so that they can easily use it. It'd be awesome to have those, like, inside of a playbook now, for example. That'd be pretty slick.
Chad Hohn:Right? Or, like, if you click it, it asks you to fill in a couple properties first or something. Right? But even regardless, it's still super helpful. Super, super helpful to have that.
Chad Hohn:And if you're like if you never messed with custom coded actions before, like, I'd encourage, you know, everyone to go even just try and work with your AI assistant of choice and just say, I just get an idea, a bug, a bug in a rug that you'd like to build out. Right? Maybe you want to, you know, have some sort of thing where, you know, it adds a line item to the deal you're on by clicking a button. That could be a real simple custom coded action to start with or whatever it might be. Right?
Chad Hohn:Just work with your AI assistant of choice in your you know, if you have an enterprise portal, duplicate your portal into a sandbox so you're not gonna be jacking up any customer data with your API keys. And I think that'd be like it it'll, you know, say, like, hey. To you know, do the old Michael Scott. Talk to me like I'm five. You know?
Chad Hohn:And, like, have it really walk you through all the steps because it's a it's a level up and a power up, to be able to learn how to do that.
George B. Thomas:Yeah. So good. So good. The nerdy the nerdy side. The deep nerdy side.
Liz Moorehead:I love the deep nerdy side. George.
Max Cohen:Deep nerd.
Liz Moorehead:What about you? What are you excited about?
George B. Thomas:Yeah. Listen. So so I've been on this kick lately because I've been doing, like, the customer platform podcast slash show with Casey Hawkins and Chris Carolyn for, I don't know, maybe maybe a couple months at this point where every every weekday we meet, we talk about the latest and greatest. And I've been on this kick of talking about how HubSpot is quickly building a system where I can shrink my tech stack. And what I mean by that is like, is there going to be a day where I don't need Fathom and Avoma because all my calls are coming into HubSpot?
George B. Thomas:By the way, that's not the feature I'm gonna talk about. I I pay for another piece of the tech stack called Opus Clips. And with HubSpot's latest release of something that I'm gonna mention right here, I had start to ask myself, do I need to pay for that anymore? Or can I just handle it inside of HubSpot? What I'm referring to, and if you have not checked this out, while you're sleeping on it, by all that is holy, when you're done listening to this, go over to the HubSpot product updates page and search for AI powered video marketing platform.
George B. Thomas:Ladies and gentlemen, video marketing platform. The title also goes on to say easy and fast video marketing. There's the what is it, there's why it matter. There's even a video walkthrough where Ankur takes you through it. I will also say you could go to LinkedIn, maybe even YouTube, and you could search for this because Chris Carolyn and Ankur and Amanda, I think it was, did an unboxing of this.
George B. Thomas:But what I want you to understand is you can go into your file manager. By the way, the only grievance I have with this, and it is in a beta, so I understand. But I wish there was in the content navigation something that said video platform to which when I clicked it, it at least took me to my file manager with videos just filtered by videos. But if you go now into your file manager and you click on any of your videos, you're going to see that there's an optimized tab which allows you to now add a video title. It allows you to add keywords.
George B. Thomas:By the way, there's also being able to generate keywords via AI. There's also SEO description, which you can generate with AI. So now, there was an update that we talked about earlier this morning or maybe late last week where SEO metadata is going to be automagically added to pages that you create with the CMS website or landing pages. And so how is it automagically going to be there? Because you now will have these tools to be able to actually give it the information.
George B. Thomas:Here's what's crazy though, you can actually edit a thumbnail, so you can change the frame, crop and resize, edit with Adobe Express, replace or upload the thumbnail. But they even have this thing where you can turn on chapters. Okay? I want you to listen to this for a second. You can turn on chapters.
George B. Thomas:So now your HubSpot videos can have chapters in them. And also here's the other thing, because you might be adding chapters because there's also a publish to social button, which means you can also publish it to YouTube. So you've got a platform in HubSpot where you can add chapters and then publish to YouTube. Also, can publish to Facebook and LinkedIn, all your socials. So in other words, you can now take your videos and you can publish them to social.
George B. Thomas:But here's the thing, you can clone and edit them, which means then you can also make different versions of them or remix them into content. And when you're remixing them, by the way, you can take a 19 whatever and flip it to a 16 by nine to a nine by 16. In other words, you can now make vertical clips out of horizontal videos. And what's crazy is they even have in that part of it where you can see the, it's an editor, it's an editor, like think of like a descript where you can like remove pieces, you can show pauses. You can have like, it's the captions area.
George B. Thomas:You can turn on closed captions. If you turn on closed captions, now you have default styles. You can create a custom style. You can put it at the bottom or the top. You've got where you can add your branding, which now all of sudden you can throw your logo on the bottom right or the top center.
George B. Thomas:And you've even got an area where you can like kind of build this out as a template so that you can then use it as you move forward. So like to say that there's a video editor in your HubSpot portal that then again, once you get done, you can just go ahead and mix these clips, which by the way, if I go back just to the video details, I was on optimize right now. There's performance, which means you can track the performance of any of these videos that you've actually put through this process. So once you publish them to social, now you can come back to the video in your file manager of HubSpot and see like how it had been engaged with. There's also like a details area.
George B. Thomas:And then if you created any clips, you're gonna be able to see the clip. Ladies and gentlemen, I'm just saying, do not sleep on this. Like it is, if you have Content Hub, well, actually, let me go back to the product update because it is for a professional enterprise customer platform, content pro, content enterprise, marketing pro, marketing enterprise, service pro, service enterprise, you have this AI powered video marketing platform that you need to check it out. Because by the way, it's just the beginning and it already gets my applause. I'm just saying.
Max Cohen:Here's my question. How cool does video
Intro:saying.
Max Cohen:How cool does video need to get in HubSpot for them to put it in the nav?
Liz Moorehead:That's exactly going to change the nav again.
George B. Thomas:Well, here's the thing. It is a beta. Right? So you have to sign up for the beta. So I can understand, like, one of the things might be that because they're limiting the amount of people who are using the beta that maybe it's not quite yet in the nav.
George B. Thomas:But I feel like, and this is why I'm talking about it. I want adoption to be so great that the team sits back and goes, okay, we need to double down on this and add a bunch of features. And then I look forward to the world where the AI powered video marketing platform and the podcast tool merge. And it could be video podcasts that you could be clipping and also then doing audio. There's just a whole real interesting rich media content system that could be in our very near future past what either of these tools are separated at this point.
George B. Thomas:What's yours, Liz?
Liz Moorehead:Okay. So I think we've all learned by now over the years that I don't fall down the super nerdy deep well of HubSpot.
Max Cohen:But I
Liz Moorehead:also like to think that means I am an ambassador or an avatar, so to speak, for those marketers who are just trying to do the job, just trying to have like like, can HubSpot be HubSpot? And then we just have Chad's and Max's and Georges who'd like talk about data model builders and things like that because everything she's discussed.
Chad Hohn:For the listeners, she's visibly got the heebie jeebies and the antsy pantsies.
Liz Moorehead:I do. Okay. I listen to all of the very smart things you guys have been saying for the past fifteen, twenty minutes. I'm like, yes. Yes.
Liz Moorehead:I know some of these words. Right? And that brings me to a tiny, tiny update that made me incredibly happy. Now, as you know, HubSpot often experiments with the UI of building their most basic things. For example, landing pages, or in the case of what I'm about to talk about workflows.
Liz Moorehead:Now, workflows back in the day used to be super simple, right? You now granted simple to the point if you could cause mass destruction because you don't know what you're building. But you could just go in, pick a little action and get to work. And then a while back, they rolled out a workflow experience that even for me and I it's weird, right? Like, I'm not the deep down the well nerd like you guys.
Liz Moorehead:And I say nerd with love. It is an affectionate term.
George B. Thomas:Thank you. Thank you.
Liz Moorehead:And I understand things like contacts, deals, conversations, quotes and things like that. But they made it so you had to, using their language, make decisions before you could do anything else. You could no longer just kind of dove in. Right. You had to pick.
Liz Moorehead:Is it contact based? Is it company based? Is it deal based? Is ticket based? And it's like, I'm not that's not how I'm natively thinking as a user.
Liz Moorehead:That's forcing me into a more technical object based mindset rather than the more human intuitive way of doing it. So a while ago, they rolled out a beta where it seems they were kind of like, hey, our bad, we're going to take some of this back a little bit. And you now don't have to do some of that weird like, what is it company or is it deal? Which on its face to, I think a lot of people who are more familiar with the technical side of it, that is a very easy choice. But if you're building a sales workflow or a marketing workflow, you may not be sure which property you're supposed to be leaning into, and that can create a lot of problems.
Liz Moorehead:So instead, you're allowed to go back into the workflow builder where you can browse possible workflow triggers instead of having to natively understand what it is that you already want. So they didn't take it back where it's just like it's a free for all guys. You could just do looping workflow forever and have no idea why anything does what it does. But instead, I felt like they brought it back to a much more intuitive place where you don't have to have all the answers perfectly in your head. Right.
Liz Moorehead:Yeah. You have the ability to browse what is possible without knowing which door to open.
George B. Thomas:Yeah. There there are people who totally agree with you, Liz. And then if you go to LinkedIn, there are people who if I could sum up their, post on LinkedIn about this feature, I would sum it up as Brother, that's what they're saying. Like, they they are Mhmm.
Liz Moorehead:I get it. Happy. I can understand that.
George B. Thomas:Yeah. Yeah.
Liz Moorehead:But, like, look. First of all, anytime HubSpot rolls out a change of any kind Yeah.
Chad Hohn:Right.
Liz Moorehead:We're gonna get some LinkedIn broachery about the five ways I learned my life as a miserable hellscape because of HubSpot. Right? Like so here's what I'm gonna say to this. You have to remember the people who are actually doing the tactical day to day execution of workflows.
George B. Thomas:Yeah,
Liz Moorehead:probably are pretty happy. Like they had that they had that choose your own adventure pick. Is it a company? Is it a deal? And they had that for a really long time.
Liz Moorehead:And no matter again, not a nerd, but I'm a smart marketer. And even that, I still have to do way too much thinking just to get to the workflow building stage.
Max Cohen:Yeah. And I'm not saying that. Here's the other thing. They can they can hit the skip button and just pick the object. That's the other thing.
Max Cohen:Yeah. Know, what a lot of people don't know is, like, if you just scroll down at the bottom, it says skip and, like, pick object or something. And then it's the old experience. Right? You know, the difference is if you pick the wrong object, you don't no longer have to hit back and delete the workflow and then create another one and then select the object.
Max Cohen:Right? So it's a little more forgiving. But, yeah, guys, just hit skip. It's okay.
Chad Hohn:Yeah. It's fine. Yeah.
Liz Moorehead:Now here's the
George B. Thomas:other thing. People who were
Chad Hohn:the negative
George B. Thomas:Nancy about
Liz Moorehead:this. Yeah. This was in beta for months, and they gathered from a few thousand people who participated feedback. This isn't just a bunch of HubSpotters twirling little orange sprockets on their fingers, wondering how they can make your life more miserable. They listened to the community.
Liz Moorehead:And that's why I'm going to echo something Georgia said many, many times. But some of you don't listen. You wait for product updates to roll out when you were given the option to participate in the beta and you did not opt in. So
George B. Thomas:I feel like I I say it in a nice way though.
Max Cohen:I will say I hit skip every time because my brain doesn't work that way. Like, my my brain goes, I want because because like I have a intensely clear understanding of, like, how a workflow works. Like an object falls through a path of things that happen to it. That's, like, how it is. So it's like in my brain, I always go, I would like to enroll object when something and then trigger.
Max Cohen:Right? So in my brain, it's always like object first, trigger second versus trigger first object second for some reason shuts my brain off. Like, I can't like, when I look at the list and I'm like,
George B. Thomas:well, here's here's what I have to show.
Max Cohen:Shows my object.
George B. Thomas:Yeah. Well, here's what I think it's solving for is you've got to realize that there's so many users out there that don't know the plethora of actions. Yeah. Mhmm. That they have at their fingertips.
George B. Thomas:So if you don't make them choose an object, then they can see, oh, wait, there's a thing that works with ClickUp or, wait, there's a thing that works with, oh, well, what what I'm missing with object? Oh, so it needs to be that object. Okay. And so
Chad Hohn:People aren't exploring all of the they don't just, like for me, I just in a new portal, just to see sometimes what's connected, I'll just go create a blank workflow for every object type to see what kind of stuff they have integrated that has actions that I can leverage so I can store that in the back of the old brain wallet for later use. Right?
Liz Moorehead:I know.
George B. Thomas:Not everybody not everybody does that for their brain wallet.
Chad Hohn:No. Nobody like, I mean, I can't imagine anybody wanting to, like, you know unless they're just, like, really wanna know the things for the sake of knowing the things. Right?
Max Cohen:Yeah. Max,
Chad Hohn:The workflow,
Max Cohen:other thing too, the other thing too is like people are still just so hung up on contact workflows. It's kind of like the defacto workflow that like, they don't even like think to do stuff with the other objects. Right? Yeah. Like, I can't even believe we're still there.
Max Cohen:Right? Yeah. Yeah. Hopefully this will get people to like kind of understand the power of workflows first versus like never seeing something that they can do just because they're so stuck in their ways of using particular objects all the time.
Liz Moorehead:Exactly. Like for me, when I looked at that change, the thing that it really said to me is that instead of showing up feeling like there's a barrier to knowledge that I can't get over. I now have the capacity to use the tool in a more intuitive way while also having more of a gateway to explore what is possible with this tool. Because, Max, you made an incredible point there. I think some people will still think like, oh, it's contact workflows.
Liz Moorehead:What other object? Right. Like there. I think that is a lot of the ways that people process these things. They have a very one dimensional viewpoint of what automation can do.
Liz Moorehead:Max, let's stay with you. Oh. What's your next one, Bobby?
Max Cohen:Bobby. So my my next one tangentially related to the first one. Right? And that was, you know, I kind of kvetched and complained a little bit about having to go all sorts of places to update a property. Right?
Max Cohen:But that was more illustrating you have to go through all sorts of places to update anything about an object or a data schema or like whatever. Right? But the but the move the the move that I hate the most or like the the oops, I did it again thing that I hate the most is when you're looking at an index page and you're like, oh man, I really need a property. Then so you have to do the whole navigate away song and dance.
Chad Hohn:You do the whole song and dance.
Max Cohen:Spend at least thirty seconds getting to the place where you create a new property, and then you go and save it. And then you get back to your index page and you go edit your columns and you bring that bring that property on there. And then you're like, oh, shit. I needed another one. And you go, I got to go do that again.
Max Cohen:Like, it's the worst, it's like, man, I should have just hit save and create another, but no, I came back here and I looked at it and I realized I needed more debt. And you do that whole thing. So now you are able to literally add a column on an index page and create a property without leaving the index page. Right? So it brings up little right sidebar panel slide out menu.
Max Cohen:Can create your property, right? And you're done. You're not navigating away through other menus. You're not wishing you did it twice when you were there. You literally can just do it right from the index page, which is like an enormous quality of life increase for anyone setting up their data structures, but, like, like to do it through the context of, alright.
Max Cohen:I'm creating a bunch of views. Here's the information that we want. It's very into, like, the sort of experience you have when you're using, like, an Airtable or a Notion and you're building database and you're like, oh, I should have a property for their favorite ice cream with flavor, whatever. And you could just do it right there instead of having to go through this journey of interfaces to go like do it and then come right back to it. Right?
Max Cohen:So I really kind of like how, you
George B. Thomas:know
Max Cohen:what it's almost like? It's almost like they're putting the spreadsheet back into the index page a little bit. Right? Like we all got away from the spreadsheet, gotten to the CRM, but like in a spreadsheet, you can add a column and that's not a problem in HubSpot. That was yeah.
Max Cohen:It was a whole things Right? Get And just so everyone knows, like this comes from they started doing this with company records because of like the the enrichment stuff and smart properties and things like that. Right? Where you could basically create a property kinda like you could do on a clay table. Right?
Max Cohen:That would like pull in information that it's great from the internet or whatever and populate it. Right? But now they took that experience and they applied it to general property creation and they put it across everything and life's gonna be way easier now.
George B. Thomas:Yeah. And if you're wondering right now, two things. One, does Max get paid by every company he mentions on the podcast? No.
Max Cohen:No. Just the one that I wear the hat for.
George B. Thomas:Yeah. The one he wears the hat for, which makes him very happily, that he works there. But also, Max, the second question they might have is, because you brought up ice cream, and I can't move forward until I ask this question. What is your favorite ice cream, Max?
Max Cohen:Dude, how much time do we have? I I'll be honest. I'm a sucker for a salted caramel anything
George B. Thomas:Oh, yeah.
Max Cohen:Lately. Yeah. Like salted caramel is just crazy. Oh, wait. No.
Max Cohen:No. Hold on. I'm lying. Hold on.
Chad Hohn:I'm lying.
Max Cohen:Hold on. I'm lying. Yes. I like that. I'm going to just say this.
Max Cohen:And I think I've said this out loud on the podcast before, but in case I haven't, until you've taken vanilla ice cream and mixed in a giant scoop of, like, jiffy peanut butter, you haven't lived.
George B. Thomas:Oh, I haven't lived
Max Cohen:vanilla ice cream with peanut butter.
George B. Thomas:So not Skippy. It's gotta be Jiffy.
Max Cohen:It could be a Skippy. It can it can even be a Teddy.
Liz Moorehead:Kosei. It's super good.
Max Cohen:Kosei. Yeah. Just just get your bowl of vanilla ice cream. Take a scoop of peanut butter. Mix that shit in there.
Max Cohen:You will get, like, risk pain from doing it. But, man, that you you won't ever have better ice cream in your home.
Chad Hohn:Cold and, like, just impossible to Alright.
Liz Moorehead:Guys, love you all.
Chad Hohn:Been flexible.
Liz Moorehead:I love
George B. Thomas:you all.
Liz Moorehead:She's I love you all.
Max Cohen:God. She's like, shut up. Let's see.
Liz Moorehead:Chad. Big summer blowout.
Max Cohen:Ice cream mixed with peanut butter.
George B. Thomas:Yeah. Oh, yeah. Oh,
Chad Hohn:it's so good, dude. Alright. Yeah. So I felt like I had some sort of response to Max. We got derailed by peanut butter.
Chad Hohn:Thanks, peanut butter, for being wonderful.
Max Cohen:Alright.
Chad Hohn:So my next one is, just datasets in general are absolutely phenomenal. And the new addition of being able to add your own external data source via a CSV to be able to create complex calculations, including external data for your reporting purposes, is phenomenal. And I'm excited for the next logical iteration, which I have no concrete information, but some hunches that could be coming out, which would be the ability to, like, connect to maybe a Google Sheet that's able to be, you know, updated every 15 minutes like a data store is, like the HubSpot reporting data stores, like, on a fifteen minute cycle or something. Right? So that sheet is updated however you update that sheet, whoever's using that sheet, and then you can refresh that data store.
Chad Hohn:I would imagine is the next logical iteration for that to go so you don't have to, like, manually massage a CSV and upload it or export your sheet and put it into a CSV and upload it. Because being able to create those calculations at the dataset level really unlock reporting that was never possible before in the first place in HubSpot. And with the external data, it allows you to start they're starting to go down more the, you know, Tableau level report because you have multiple external data, data points that you'll be able to report on. And so this is the very putting the toe in the water of being able to have HubSpot truly even be the reporting centric, you know, location for all of your your data management and reporting. Very cool.
Chad Hohn:So, that's not out yet. I I don't have any, like, special secret things from anybody saying that it will be out. It's Heard. I heard I heard rumblings from some people. So that's but I have no concrete anything.
George B. Thomas:Yeah. I like that. I like it'll be interesting.
Chad Hohn:Yes. If it if it does come to pass and it does stay on the road map and it does get released, that will be phenomenal.
George B. Thomas:Yeah. Love it. Yeah. So my next one doesn't tie to anything that I said before because my next one is the prospecting agent. The prospecting agent is super dope and I'll tell you why I think it's dope.
George B. Thomas:One, right now I'm running the semi autonomous, meaning it'll create the prospects. It'll
Chad Hohn:load it
George B. Thomas:up with three emails ready for me to review. I can edit my selling profiles, profiles, ladies and gentlemen, which means you can not have to use this as a sledgehammer, but you can use it as a scalpel. So imagine like certain forms. Want to have this type of like prospect and these other forms. It might be this prospect.
George B. Thomas:And especially if you're using something like multiple brands or multiple domains inside of a HubSpot portal, this gets real interesting. So like for us, we might have a, you know, Paul, the prospect or for psychic strategies, but then we might have somebody completely different for anybody coming to georgebthomas.com. And so just the the understanding of having those selling profiles, having the ability to add exclusions of like what you don't want. But then here's what I'll what I'll say is really fun, too, is as I go through some of these emails that it's creating, which, by the way, when I say emails, I literally mean templates, which also I mean it's creating three, which also I means it's going to a sequence. And also, then need to say, by the way, did you know sequences now has updated data of what it's actually reporting on?
George B. Thomas:Because that whole change too, by the way, if you didn't know, go to your product updates, search for sequences and analytics, and you'll see that there's new reporting to that. So it all falls in line where it's like these templates in the sequence and it's this three part series. But here's what's fun is even if I decide I don't want to prospect to that person, the emails are like, I'm finding them to be uber valuable. For instance, I looked at one because a Hub employee had emailed me about something totally not related to anything that I could ever sell them, but it was inside that email that I was looking through the three emails and all a sudden I realized that they had acquired a company that I didn't know they had acquired, to which then I went and checked out that company to understand where in the heck HubSpot might be going with some of their new AI stuff. So, like, it's bringing relevant information to you even if you're not gonna prospect based on conversations that you're having in your CRM.
George B. Thomas:If anybody is watching this episode, these freaking jerkies
Liz Moorehead:Is everything okay, George? What's up?
George B. Thomas:Everything's fine. What I want everybody to realize is how well I continue to talk about my update That was all of the shenanigans that were happening inside of this video.
Liz Moorehead:Once, we will shenanigan, George. Never forget that.
George B. Thomas:Gosh. It's like it's like making a podcast with my kids or something for a hot minute here. You showed us. I did. I did.
George B. Thomas:So that so that's mine. Prospecting Prospecting agent agent is is my my second second one. Liz, what about you?
Liz Moorehead:Well, I I'm the last one to go, and it's not exciting to a lot of people, but it's exciting to me. I didn't realize this wasn't already possible. I had a moment of are you serious?
George B. Thomas:Yeah.
Liz Moorehead:Just absolute joy, particularly given if you listen to last week's episode where we talked extensively about the HubSpot service hub knowledge base. You can now add knowledge based articles and feedback surveys to your campaigns, which is a huge deal. That is a huge deal. It took a long time, many, many years to get people to realize marketing and sales were on the same side chasing the same goal. But they kind of kept that other third of the flywheel still on its own little island.
Liz Moorehead:That service aspect, that that piece of the puzzle owned by service teams once somebody is already signed on the dotted line. So I love this idea that campaigns can be thought of more holistically around the entire journey or experience your customer will ever have with you. And I just I love that. And I also wonder what kind of new campaigns will this make possible. Right.
Liz Moorehead:Like, that's why I looked at this. I'm like, maybe it's a tiny thing. I'm like, no, because this now means I can have service based campaign.
Chad Hohn:Yeah. Well, that's amazing. Being able to support your team. Yeah. And yeah.
George B. Thomas:Well, and And I think there's a couple of things here, right? I think you can start to have standalone service campaigns. You can have standalone sales campaigns. You can have standalone marketing campaigns. Or you can literally strategize around some directions in your business and be like, oh wait, you mean we can now use campaigns to have a three sixty degree view of reporting based on like a direction that we're headed as an organization.
George B. Thomas:And we can go into that campaign and see how revenue dollars and budget associate to it as well. I'm okay. Sign me up. Like
Liz Moorehead:Max, you're
George B. Thomas:on mute.
Liz Moorehead:Just
George B. Thomas:just saying.
Max Cohen:I was gonna say it's also a hell of a way to manage product releases, like new releases for something. Right? Because think about it. Because can't you also associate behavior of our custom act or custom Custom events.
Chad Hohn:They call them.
Max Cohen:You associate custom events to campaigns. Right? Okay. Cool. Yeah.
Max Cohen:Ready? So you're a SaaS company. Your product has a new feature, right? Go create a custom event that says when a user has used that new feature, right? Associate that to the campaign.
Max Cohen:Take the knowledge base article you wrote on how that feature works associated to the campaign. Take the blog post that is housing the, I don't know, release notes or like explanation of the new feature associated to the campaign. Go give, you know, take a look at the people who have like completed the use of that new feature, right? By that custom event, send them a specific survey, ask them how they think of that feature. Right?
Max Cohen:And then tie those surveys back to the campaign. Right? Like it's honestly incredible what you can do with it now. Right? And yeah, I mean, now we just got to let you they got to just let you associate any object you want to the campaign.
Max Cohen:So at this point, but I have a theory they won't because then it's just going to be just like the Salesforce campaigns tool. It won't add a lot more value like it already does, but that's a conversation for a different day.
Liz Moorehead:I love that. Yeah. Well, we have come to the end of our journey. I'm also gonna say nobody in the audience will know this. We got through all of that, including derailings about ice cream Yeah.
Liz Moorehead:Crazy. With a minute to spare.
George B. Thomas:George fact that you called ice cream a derailing saddens me, but okay. Okay. Look,
Liz Moorehead:somebody's gotta keep you kids in line. Now do I also now want a giant bowl of pistachio ice cream? 1000%. That is my problem, not your problem. George Yeah.
Liz Moorehead:Take us home. What's one thing you want folks to keep in mind from from today?
George B. Thomas:From today, I would want you to figure out if you even know what your favorite tool is. Also, would want you to be like, wow, what did I learn new today? And what could I learn if I actually went over to the product updates on a daily or weekly basis and took fifteen to thirty minutes to dive in on all the new stuff that HubSpot is building. Because if you actively engage, you find that you're not always so overwhelmed.
Max Cohen:Also watch the Monday morning briefing with me and Kyle every Monday at 10:30AM Eastern Standard Okay,
George B. Thomas:hub heroes. We've reached the end of another episode. Will Lord Lack continue to loom over the community, or will we be able to defeat him in the next episode of the Hub Heroes podcast? Make sure you tune in and find out in the next episode. Make sure you head over to the hubheroes.com to get the latest episodes and become part of the league of heroes.
George B. Thomas:FYI, if you're part of the league of heroes, you'll get the show notes right in your inbox and they come with some hidden power up potential as well. Make sure you share this podcast with a friend. Leave a review if you like what you're listening to and use the hashtag hashtag hub heroes podcast on any of the socials and let us know what strategy conversation you'd like to listen into next. Until next time, when we meet and combine our forces, remember to be a happy, helpful, humble human, and of course, be looking for a way to be someone's hero.
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