3 Epic Nerdy HubSpot Commerce Hub Updates with Chad Hohn

Intro:

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Intro:

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Liz Moorehead:

We're back, gentlemen.

Max Cohen:

That was the best transition you've ever done, George.

Chad Hohn:

You like that? Mean, even when you know it's coming somewhere, it still always gets you by surprise, and that was particularly good.

Liz Moorehead:

I do what I can. I do it. I'm I'm refreshed from vacation. So that's that was that good intro there for you.

Chad Hohn:

Love it.

George B. Thomas:

Well, the gang is all back together again, folks. How are

Chad Hohn:

we feeling?

George B. Thomas:

George, you saw Vacation Brain or you dialed in?

Max Cohen:

I still have Vacation Brain.

Liz Moorehead:

Yeah. I'm I'm trying to get dialed in. It's you know, I got back Liz and there was 47 HubSpot updates. There's about 4,700 emails. And so I'm trying to get dialed in.

Liz Moorehead:

I I feel like Monday is like, let's let's ease my way into trying to figure out what HubSpot did in a week while I was gone. What all the people in my email need now that I'm back. Yet also create some content Because before this, was on the customer platform podcast, and we're doing this podcast, and I have two women of HubSpot interviews I'm doing today. So it's a content rich day, but also a helping I better be dialed in, I guess. My answer is, Liz, I'm officially dialed in.

George B. Thomas:

Well, good news. We are easing you in with a super simple, lightweight, very frill free conversation.

Liz Moorehead:

No. I saw the notes. No.

George B. Thomas:

No. Because see, when you left, Chad showed up and said, I wanna talk about nerd stuff today.

Liz Moorehead:

Yeah.

George B. Thomas:

I wanna talk about nerdy commerce hub stuff today. But before we get into that, George, let's pop quiz for a second. Uh-oh. Let's dust off the little dust bunnies from vacation. Can you give the listeners at home a quick recap of what Commerce Hub is in case they are unfamiliar with the platform?

Liz Moorehead:

A little recap is kind of difficult because Commerce Hub used to be to what Commerce Hub is now is dramatically different. But I'll simplify the complex in saying Commerce Hub is a way for you to get paid, And there's multiple ways that you can get paid. So when I think of Commerce Hub, I think of quoting, I think of invoicing, I think of payment links, I think of subscriptions. So these are like the terminology of things that would be in there. But it, but it, for me, if I really just go high level, it's a Godsend because our business runs completely on Commerce Hub, meaning the whole CPQ, the whole, like getting people to book for super admin training, like every, everything that touches money is Commerce Hub.

Liz Moorehead:

And what's nice is we literally have our accountants in there as well. And so like, they can see things and there's integrations and like, it just, again, God send and think of anything that touches money or getting paid, that's Commerce Hub.

George B. Thomas:

Chad, did he miss anything in his love letter to Commerce Hub?

Chad Hohn:

I mean, I think that's, that's a great way to put it. You know, there's a whole bunch of different mechanisms. You know, we can go into detail in any of those types of things. But really a lot of the stuff that's been updated recently has been back end changes and the ability to do things that you used to not be able to do, but still with some limitations. Commerce Hub has always been like, unless you're just gonna use HubSpot and be okay with HubSpot and everything that it currently has, it used to be a 100% like, that's good.

Chad Hohn:

Okay. I can work with Commerce Hub, but if I wanna connect to any external system, it was just like a giant nightmare. And, like, there are still some limitations that make design you have to take design considerations. Right? But it's a lot a lot a lot better than it used to be.

Chad Hohn:

And I'm really, really interested in Max's take on all this as well when we get to subscriptions, especially.

Max Cohen:

Yeah. Can concur. I don't know if I have anything additional to add beyond what George and Chad said. But what I will say is it's it's an exciting time

Chad Hohn:

with,

Max Cohen:

with cash flow joining the fray and injecting Oh, yeah. Yeah. A completely different perspective on commerce and the back end engine that makes it all run. Mhmm.

Chad Hohn:

So Well, I think part of that's gonna be a rev rec engine that's gonna be a little better across all your stuff. And that's one thing that people have a hard time with in Commerce Hub.

Max Cohen:

Yeah. You're gonna start seeing some really cool stuff in the next coming months. So I mean, we already are seeing little bits and boops here and there.

Liz Moorehead:

Right? But Bebop boops coming.

George B. Thomas:

Beep boops. Speaking of speaking of incoming beep bops and beep boops, Chad, you already started digging into this a little bit, but I want to ask you directly. You had a number of updates that you wanted to specifically talk about today with HubSpot Commerce Hub. And we may have more on that list that we expand with, but what makes you excited overall about some of the things that we're going to be discussing today?

Chad Hohn:

I mean, I just think that, you know, overall, I I get really excited about the fact that it's no longer just like I mean, again, design considerations need to be taken into account with what's allowed and not allowed, but it's not just an it only works if your source of truth is HubSpot anymore. Like you can actually start to come in and they're truly trying to make payments like a first class object, if we call it that way or like not a second class object. Right? And someday they'll do that with quotes that they're not there yet, but it's it's very, very exciting to see. I mean, just like Max was saying, it's an exciting time to be alive, right, when it comes to all that we can do in the realm of of Commerce Hub and money and transferring.

Chad Hohn:

And I mean, can, there's really cool stuff you can do. You can associate subscriptions to objects they never were originally gonna be associated to before, like custom objects now, which is really cool.

Max Cohen:

Oh, is that out?

Chad Hohn:

Yeah. I I least I was able to, like, add it at one time. I was looking at which is pretty dope. You can't do with payments yet. I had a bone to pick with a friend of mine over at Commerce about that.

Chad Hohn:

But they said it's on the road map. But, like, man, all the stuff that's been on the road map is finally getting off the road map and into beta or into production, which is amazing.

George B. Thomas:

Phenomenal. Alright. So let's dig in. We're starting with HubSpot payments. Correct?

Chad Hohn:

Yeah. Yeah. Yeah. I mean, the payment write API is huge. And I think the ability for you to just hit from an external system with the API, generate a payment and associate it to invoices, quotes, deals, basically all the commerce objects, you're still limited to what you can associate it to, which is one of my gripes as it currently sits.

Chad Hohn:

And there's like, when you associate a payment to say an invoice, it locks you from editing some invoice properties. And unfortunately, custom properties are still not on the list of properties you can update while an invoice is partially paid. But I do have it on good authority that that may change at some point and they ultimately really want to let you edit invoices invoices whenever you want just like other accounting platforms like QuickBooks. Right? You can just edit an invoice in QuickBooks and like add line items like, let's say or or or an estimate or whatever.

Chad Hohn:

Right? Like you can just update it and then show, okay, hey, this is a lot and I came really originally from the construction industry. And one of the things that's huge there is I need to be able to have a partially paid invoice, but also add a scope of work so that my customer truly understands the total amount including like a line for a change order or something like that. But right now with Commerce Hub, if you wanna do that even still, you have to create a new invoice for every payment that you really want to bring in, right? And not everybody in the construction industry likes to do it that way.

Chad Hohn:

They like to have one running invoice and you sign another quote and it updates an existing invoice, for example, with another line item. But all that to say like being able to laser in a payment from an external system and now, of course it's already been out for a while, you can create invoices with an API call. Like you can now create a back end integration with some kind of other system and make what's in that other system reflect in HubSpot against your deals. So if you're mapping contacts, companies, you know, for like contacts and customer, you know, whatever, and then you're doing deals for all of your sales or your projects or whatever kind of system you're using, you can actually make all of the line items and everything reflect, which is amazing. You've never been able to do that before it And comes without manual

Liz Moorehead:

I'll throw one thing in here because I've been hanging out with my friend Chris Carillon for a while. You mentioned deals, Chad. I'll even mention in a world where you live in orders, orders instead of deals, right? And so this idea of living in a world of orders and living in a world of an external system to be able to put these things in place, because that's the thing I was hoping that you would get to is like external systems to then push it into HubSpot, because I already use HubSpot payments, but I use HubSpot payments in HubSpot. So I think that's a big differentiator that the listenersviewers should be understanding.

Liz Moorehead:

If I have this thing over here, and I've always dreamed that it could interact with line items and invoices, when somebody places an order, or when sales closes a deal, the answer

Chad Hohn:

is yes. Yes. Yeah. It's awesome. And being able to like bring in those line items is like a thing.

Chad Hohn:

Like, we'll get to other stuff here, but yeah, I'll let you go Max. So,

Max Cohen:

and just to like clarify it, so it's not transferring funds into your HubSpot payment account that then goes to your bank account. It's simply just showing the record.

Chad Hohn:

Yes, it's creating the payment object record.

Max Cohen:

Got it.

Chad Hohn:

And so you're now able to do that. There is not a way at this point to generate like obviously a charge a card via API or anything like that. Right?

Max Cohen:

This is more so like a reporting thing.

Chad Hohn:

But it's huge being able to align some external system, like let's say you have a big ERP, some custom thing at your company. Well, now HubSpot's a viable option to actually show your revenue recognition and what line items were sold so that your frigging support team actually knows what in the holy heck was in the order or was

Max Cohen:

Yeah. I mean, the big the big thing for me, like, I think this was like one this and subscriptions. Can you write subscriptions yet?

Chad Hohn:

Yeah, dog.

Max Cohen:

Okay. So okay.

Chad Hohn:

So and they got them line items, dude. Like, they got them line items.

George B. Thomas:

They got them line items. They

Max Cohen:

got them line the the other thing They

Liz Moorehead:

are right over there.

Max Cohen:

Yeah. Yeah. The thing is is like, I feel like that was the last two big missing pieces of the puzzle for HubSpot to be the the ultimate final tech stack for a SaaS company.

Chad Hohn:

Mhmm. Exactly.

Max Cohen:

You think about it. We had all these awesome marketing sales and service tools. But, like, the thing is most of the SaaS products, you're not sending someone money on a HubSpot quote to go activate your app. They've got it hooked up to Stripe.

Chad Hohn:

Or something. Right?

Max Cohen:

They've got their back end system where someone logs into the back end, goes into settings, and pays with the credit card. Right? Yeah. But now you could take that subscription that's generated and send it into HubSpot.

Chad Hohn:

And take those payments that are made. Objects. Right?

Max Cohen:

Yeah. Exactly. Right? Like a customer account or like a Yeah. Some inter we call them app licenses.

Max Cohen:

We have an app license object at Hapley. Right? You know? And so, like, you could take those and make them show up as payments inside of there, right, when people are paying in your app through, like, whatever custom payment system that you have set up. Right?

Max Cohen:

Like, I think it's fine. Like, they've they've they've gone full certain now with how good service hub is. Right? To, like, run your support team on it. It's a joke it's a joke now.

Max Cohen:

Like, it it it literally has everything you need.

Chad Hohn:

Right? And customer really good.

Max Cohen:

Go can can make API calls to your internal system to do stuff now.

Chad Hohn:

Exactly. Yes. With the customer agent being able to interact with your system and you can fire off an API call to query something in a middle of a live chat, like, that's insane. You know, that's also another thing.

Max Cohen:

It's officially to me, it officially has everything a SaaS company needs.

Liz Moorehead:

Well, I think so. And here's the thing. I know this is not why we're here, but I wanna throw this in because, Max, you literally said help desk. This morning, there were six updates, six different unique updates to help desk. Mhmm.

Liz Moorehead:

So,

Max Cohen:

like Can't wait to go through every single one of them on the live show.

Liz Moorehead:

It's An hour. It's crazy.

Max Cohen:

Sweet.

Chad Hohn:

It's exciting. I'm

George B. Thomas:

excited. I understood 60%, I think, of what was just discussed, but that's because I'm a content nerd. You'll find me in the content marketing hub. But, Chad, tell us where we're going next. What are we talking about?

Chad Hohn:

Yeah. Well well, one more thing I forgot to mention. Well, I guess this is kind of we were alluding to it, Is being able to generate subscriptions via API. You can mark those subscriptions via API to either send invoices or not send invoices. And so there'll be able to like actually pay for those subscriptions or whatever.

Chad Hohn:

And then there's like, I mean, there's some pretty advanced functionality and now in the data model builder, you can actually add those subscriptions to other objects, custom objects, whatever. And that gives you line item level reporting. Like some people have done kinda what, you know, Max and the team have done when it comes to what they're selling and keeping track of it and put it in a custom object and run associations. But realistically, you could actually use line items now to see who has what products more or less. Like there is a world where people coming into this who don't have like legacy architectures and a bunch of custom reports built around this can actually have the information they need.

Chad Hohn:

And in addition to all of that good juicy delectable updated goodness, they also give you the ability to add subscription custom properties, which is super amazing. So you can add any kind of property you need. It's not just the standard HubSpot subscriptions.

Max Cohen:

It could be like what features someone has, what

Chad Hohn:

can programs have do feature that. Flags on your subscriptions. A 100% like in your quote, if this line item's here, generate the subscription with that feature flag. That tells your back end system boop, or, you know, whatever after you know, when it when your quote goes and then it syncs back or something like that. But you can at least make it accessible now to your support team and help desk.

Chad Hohn:

They know truly what subscriptions this company has if they have multiple if you have multiple products or whatever. And, I mean, it can be updated, it can be created, like all these things can can occur now on subscriptions. There are some limitations, like like I said, with invoices, with being partially paid, you kinda get locked down. But luckily subscriptions, you can update over time. You can just reinitialize the subscription,

Intro:

So

Liz Moorehead:

which is I wanna jump in here for a second because we're throwing the word line items around and products around. And this is something that I've had to teach people. So let's go back to basics. We're gonna step out of Nerdville for a second, which, by the way,

George B. Thomas:

I'm question.

Liz Moorehead:

My question's Yeah.

Max Cohen:

Oh, yeah. We're gonna step outside of Nerdville to give a nuanced take on products and line items.

Liz Moorehead:

So that's hilarious. So first of all, products are line items and line items are products in HubSpot. They're one and the same thing. Like, basically, you see you see what I'm saying? Like, like, if you create a product and then you go to do a quote or do what Chad's talking about, you're basically that line item is a product that you've created in HubSpot.

Liz Moorehead:

And so like, it's just crazy how we have these two different names for this kind of same thing. Yeah. Just know that a line item is a product and a product is a line item. But also, what I wanna just double click on here is, for years, for years people have asked for line item reporting. And the fact that you're gonna be able to now have line item reporting, but line item reporting based on an external system that is pushing into HubSpot.

Liz Moorehead:

So if you're sitting here and you're like, well, that's something we might wanna lean into, then you're gonna wanna figure out how to get your products, AKA your line items in HubSpot in a way that they can be used for what Chad's talking about.

Chad Hohn:

Right. Can I

George B. Thomas:

clarify something really quickly? Because I think I understand Yeah. A product is like the thing that globally exists in your database that can be pulled into any invoice. A line item explicitly refers to product that is listed within a specific invoice. Like, that is that line item in that invoice.

Max Cohen:

It's an instance it's an instance of a product being associated to a quote.

Liz Moorehead:

Yep. Yeah. Or invoice or

Chad Hohn:

yes. Yep. It's like a product is a template. Right? And you start from the template, but then you can customize it while you're formatting the subscription or you're formatting the like invoice and any of those properties that are changed on it, including custom properties, which you can put on products and anything you put on a product is an option on a line item at that, you know, it pushes down essentially.

Chad Hohn:

Yep. And each of those are an instance of that templated item and they refer back to the product. So like when you're doing line item level reporting, you'll know how many line items that you sold related back to that parent product. So if it's like an app license for, you know, quote happily a user or something like that, then you have four different invoices with like quote happily user as a line item. You can sum total the number of users that you sold, right?

Chad Hohn:

But you know that it's related back to that product template.

Liz Moorehead:

Yeah. And it really does speed up things because again, you might think about, and by the way, we're now leaning into where Max is probably gonna show for, you know, who he should show for. But, like, you have multiple products, aka multiple line items, which means you're also creating kinda like this bundle scenario Mhmm. Inside of, you know, your quote, your invoice, your whatever it is. So, yeah.

Max Cohen:

Good luck building that bundle.

Liz Moorehead:

There you go. See, I've I served it up for you. I served it up for you. You can do that, by the way, with quote happily

Max Cohen:

bundling. Right.

Liz Moorehead:

Yeah. Anyway, back to Chad and the nerdiness.

Chad Hohn:

Max is just very modest.

Liz Moorehead:

Mhmm. Yes. Typically, he's the most modest on the podcast.

Max Cohen:

Hey. Listen. Listen, George. You you you you set that ad up all on your own.

Liz Moorehead:

I did. I did.

Max Cohen:

Yeah. You did.

Liz Moorehead:

I kinda did it on purpose.

Max Cohen:

You did.

George B. Thomas:

Shilling for big popsicle.

Liz Moorehead:

I mean, listen, the team at quote happily have been killing it for like two of our clients who are using the product recently. So I gotta give them some love. I gotta give them some love.

Max Cohen:

Yeah. Alright. Back to chips. That's good.

Chad Hohn:

Oh, yeah. Yeah. Well, yeah. So the other, one other thing that's really, really helpful is now not not unlike the ability to have custom properties on pay or on, subscriptions, you can do it on payments now. So the ability to store additional metadata about your payment, like, I mean, one thing at roofing business partner that would do happen all the time is we would have to create a, like, QBO payment custom object because they would need to keep track of is this like a deposit payment, like a payment that happened for material delivery and they wanna like sum total or like is this payment related to, you know, like a material invoice or something like that.

Chad Hohn:

They needed to store additional metadata so you could run calculated properties to sum total up like, I have a sum total of all of the deposit payments that are related to this. And then so you could take the amount invoice, the amount received in payments and regardless of how that payment got in there, whether it's, you know, a it manually added payment, it synced over from QBO to HubSpot using the QBO sync. It was created via HubSpot payments or created via your bring your own Stripe HubSpot payments or whatever, right? All of that functionality then well, it still wasn't enough because we didn't know what type of payments they were for. And so now you have the capacity to actually put in additional metadata about whatever that payment is, which allows you to create roll up properties or different things that you might need really, really, really, really helpful.

Chad Hohn:

And then people can ditch their whatever payment custom object now and free up a custom object, right, which is great on people who have enterprise portals. Which is actually like becoming more and more of a problem that I'm noticing. People are getting a lot of custom objects in their portals depending on their ambitions, and not everything really needs to be a custom object anymore like it may have once used to be. Right? I mean, not everything even needs to be a pipeline stage.

Chad Hohn:

Some of the pipeline stages people have could be properties, but that's a diatribe we can think about.

Liz Moorehead:

Well, if not properties, they could be tasks. Right. That's forever. I'm beating the drum of like deal stages or whatever stages. They they're they are not tasks.

Liz Moorehead:

They're milestones Like Yeah.

Chad Hohn:

Anyway It's a send whatever is a deal stage.

Liz Moorehead:

Yeah. Well,

Chad Hohn:

you know what's amazing is, this is, like, kind of just an update that happened a while back, but a task based workflow. So like for example, if you're storing now information about whether or not you did a thing, well you could have a task based workflow that says like, hi, I'm a task, I'm related to a deal that has whatever property filled in auto complete myself. And that way like if somebody does it, at least the task cleans itself up and then it's not on somebody's list of junk to do. Like steal that workflow, it's amazing. It like is such a quality of life improvement for people with complex business processes but may end up going into one deal for one task and doing like four things that they were all tasked just so nobody forgets.

Chad Hohn:

Right? But No.

George B. Thomas:

Question for you guys. We've talked about three really great new features for HubSpot Commerce Hub, but what's still missing? What do our greedy, sprocket loving little hearts want more of or less of?

Chad Hohn:

Oh, Max, I wanna know what you want.

Max Cohen:

I mean, are we are we are we rolling quotes into Commerce Hub or are we keeping that Sales Hub? It's both. I mean

Liz Moorehead:

yeah. I would say it's both.

Max Cohen:

Man, we need a much better way to edit those templates.

Chad Hohn:

Oh, yeah.

Max Cohen:

That is Awful. So stuck in the past. It's terrible. And, like, hopefully, this is something we'll see with with the the cash flow team coming on board. Yeah.

Max Cohen:

Right? But that's the to me, that is the biggest hindering factor of

Chad Hohn:

Oh, yeah.

Max Cohen:

Commerce Hub is the just horrific experience of editing a quote template.

Liz Moorehead:

So here's here's a question, Max. Because we've seen where email got drag and drop, right? And we know landing pages and website pages are drank. When you think about that, when you say that, do you envision, by the way, think knowledge bases, they're still working on it last time I checked, but I was on vacation last week, maybe they fixed it. Like, can migrate knowledge base to a new Mhmm.

Liz Moorehead:

Customizing experience as well. But are you envisioning, like, quotes eventually having, like, a drag and drop? Or when you say a better entity experience, what do you mean?

Max Cohen:

Yes. But it can't be it can't be, as free form as the CMS builder. It has to be something more in line with like a PandaDoc, right, where it's like drag and drop on rails. Yeah. Where the end result is you're still building a quote.

Max Cohen:

Right? So it's gotta have information on it. It's gotta have a line item table or line item tables. Right? And a lot of configuring, but then, like, you know, you have full control, like easy control over the

Chad Hohn:

Yeah. The bad Yeah. Like, if it had multiple line items. Yeah. You'd be able to, like, filter these line items go in this table, those line items, so this property go in that table.

Chad Hohn:

Yeah. Right? Like Something like that.

Max Cohen:

And we we can do that. We'll quote happily, but it's because we built an insane amount of quote modules that are still a nightmare to put onto the quote itself. Yeah. Right? Because they for anyone who doesn't know is, like, a lot of like the stuff you know about like coding stuff in HubSpot CMS, you throw a lot of that knowledge out the window when you go into quote templates.

Max Cohen:

Like it's bad.

Chad Hohn:

Right? It's its own animal. So

Liz Moorehead:

you it's almost I hear you saying it needs be to a little bit of a unified experience with the rest of what dev deals with.

Max Cohen:

What I'm what I'm saying is HubSpot, it needs to get really, really serious about document generation.

Liz Moorehead:

Yeah.

Max Cohen:

Right? That's the next step here because quotes also lead into contracts, which lead into this, that, the other thing. Right? It's all related. They need to make a big take a big swing at Panadol.

Max Cohen:

Right? Yeah. And cash

Chad Hohn:

flow had tech to do that.

Max Cohen:

Like, I they are gonna go into contracts because I remember doing the Monday morning briefing Yeah. And them showing screenshots of some stuff, and I saw contracts as an object somewhere. I saw a thing. Right? And and

Liz Moorehead:

I don't know if was supposed to say anything about that thing.

Max Cohen:

It's public. It's public. They put it

George B. Thomas:

up publicly.

Chad Hohn:

Oh.

Liz Moorehead:

They put

Max Cohen:

it up publicly. Right? They they haven't said anything about it, but someone accidentally leaked a screenshot just like they did with, like, the navigation. Whoopsie. Yeah.

Max Cohen:

Broke that on the show. Like, you know what I mean? It's they're I I I hope that's what they're doing. Right? They they do they they they've they've they're getting real serious about payments, but the next natural step is to get real serious about the document generation because that still can, like, really screw up an experience when it's like, oh, yeah, you're gonna build your quote through here.

Max Cohen:

But then when you gotta go generate the kind, oh, we gotta go to PandaDocs. Oh, why are we using PandaDocs for a quote? Or why are we using DocuSign for a quote? Why are we using and then it just it muddies the water. Right?

Chad Hohn:

Yeah. I just finished building a crazy, like, contract generation integration with the platform, and it's like, man, I've never been so lawyered in my whole life. Like, it's insane. I've never lawyered up like so much, you know. And Yeah.

Chad Hohn:

It's like that is a world of its own and it's all like word docs and junk, you know. And and you also need to support like third party contracts because lot of times yeah. Redlining. They're not gonna wanna sign your contract. They're gonna wanna sometimes make you sign their contract, you know, through their system because reasons.

Chad Hohn:

So there's like so much to consider when it comes to that. Like mind blowing amount of dynamacy that needs to be involved because what you sold also needs to feed into the generation of your desired contract template.

Max Cohen:

Correct.

Chad Hohn:

And so, like, you need to have a good document that comes out of your quote, and then all those data points need to be able to turn into something more legally binding than we just, you know, flip the little signature bop on the contract or on, like, a quote. Right?

Max Cohen:

Yeah. Yeah.

Chad Hohn:

I approved the quote. That's all that means to anybody. It's not in law. Like, there's no legal weight.

Max Cohen:

And, also, let me be clear.

Chad Hohn:

I have faith.

Max Cohen:

I think if any company out there can build a killer doc gen tool that kind of, like, disrupts industry at HubSpot.

Chad Hohn:

I'd I mean, end to end. Like, that's amazing having an end to end. That's that's the beauty of it. You know? Because otherwise, you're not making an you you have to make an integration.

Chad Hohn:

Right?

Liz Moorehead:

Yeah. Can I go totally not nerdy for mine? Yeah. I was, I don't know how many times but I on vacation last if you hadn't heard yet, was on vacation last week.

George B. Thomas:

Wait, where were you?

Liz Moorehead:

Were you? I was trying to get some sun on some beach somewhere and I was trying to go into my mobile app. I wanted to just manage some invoices that had came through while I was on vacation. And you know what you can't do on the mobile app?

Chad Hohn:

Yeah, none of that.

Liz Moorehead:

You can't get to, none of that. You can't get to invoices. You can't like close them. You can't say it was paid by ACH or, you know, if it

Chad Hohn:

was It's like about sales and marketing is about all you can do in there. Yeah.

Liz Moorehead:

So I wanna see Commerce Hub inside of my mobile device because then if I'm like using that on my phone or my iPad, then I can and and as a business owner, have to like impact some of those things those things are impacting me where I'm at away from my desk, I actually don't feel like I'm handcuffed. Because I did, I literally was like, okay, so now what do I have to do? I gotta go back on the ship, and I gotta go bug in my laptop, you know, fire it up and freaking, I don't know. I wanna do work right where I'm at. And, and the reason I'm saying this is because they've done a massive job of actually bringing marketing into the app.

Liz Moorehead:

What because it just used to kinda be like a sales app that you could put on your phone. Now it is literally a sales and marketing app that you can have on.

Chad Hohn:

They need support in there too, though. Like, that's one of like, help desk is so good on desk desktop, but you're you're ball and chain to your your desk. Like, if you wanna step away to go grab a cheese boogie or something, like, you know, you're toast. Right?

Liz Moorehead:

I don't know about a cheese boogie, but I'll take a cheeseburger. I'd eat one of those. I wouldn't eat the prior one. But here's what I'll say. And I think this is really important for HubSpot to hear.

Liz Moorehead:

Like there should be a good iPad version of the app. There should be a good phone version of the app. They can be one and the same if we're smart. But with AI, okay, I'm throwing it out there, that's not what the show's about. We are going to be living in a completely different world where you won't necessarily need to be or want to be chained down to an office or a desk or, or what we've called for years, you know, a computer.

Liz Moorehead:

And so, hopefully HubSpot can get us app wise into a place where we can do business anywhere, anytime. And I think Commerce Hub in the app for this episode is my choice of things that I wish would be happening down the line.

Chad Hohn:

I think for me, it's just being able to edit partially paid invoices. Like, please just allow us to do that. That'd be great. Or at minimum, like, custom properties can be edited even if an invoice is partially paid. Thanks.

Chad Hohn:

That's all I want for Christmas. Thanks.

Liz Moorehead:

That's a very simple Christmas list.

Chad Hohn:

I mean, it is, but it's been, like, two years that's been on my Christmas list. So, you know, you can put custom properties on invoices now. But once the invoice is partially paid, even if those custom properties are calculated, they stay at what they were at the time that it got partially paid. Even if the data is updated in the object data table itself, it does not rerender the, like, little web page thingy that the invoice is hosted on.

George B. Thomas:

It is bad, man. Yeah. Why can't we be happy?

Max Cohen:

Alright. Brutal.

George B. Thomas:

Any other wish list items, folks? You guys aren't asking for much.

Liz Moorehead:

No. Not at the time.

Max Cohen:

I mean, it's I'm trying to think of anything else that would actually lead past that.

Liz Moorehead:

I I mean, my first response to the question was gonna be like, I don't know if I need anything. Like, how I use it. Yeah. Right? How I use Yeah.

Chad Hohn:

It suitable for you?

Liz Moorehead:

Yeah. Other than the mobile app gripe that I have, like, I don't know if I need anything else. And those that did need a lot, Chad just freaking kinda knocked it out the park with like, hey, for those of you that you couldn't, now you can.

Chad Hohn:

Mostly. Yeah.

Liz Moorehead:

Yeah. Yeah.

Chad Hohn:

We're we're very, very, very, very close to, like, truly everything. I mean, we don't have the end to end, you know, if you're doing bigger products and contracting and stuff, but we're really, really close.

Max Cohen:

I mean, may this okay. So maybe some of the like, I guess, I don't know if I'm begging for this yet, but maybe the the next horizon they should explore, right, is some of the more like complicated, you know, payment structure. Is it or subscription types? I can't remember that Stripe does.

Chad Hohn:

Yeah. Usage based subscriptions would be amazing.

Liz Moorehead:

Cool would

Max Cohen:

that pricing, graduate pricing, tier pricing, package pricing, that kind of stuff.

Chad Hohn:

Yeah.

Max Cohen:

Right? All things are pretty easy to do with another app. But, like, this is something that should be built in and and natively supported by, you know, HubSpot payments. Right? So we'll get there.

Chad Hohn:

Yeah. Don't wait for it too fast.

George B. Thomas:

Yeah. Well, George, take us home. Land the plane. What's the one thing you want us to walk away with from today's conversation between one and seventeen things?

Liz Moorehead:

I yeah. No. I feel like it should be Chad's one thing that he wants people to walk away

George B. Thomas:

wanna do it?

Chad Hohn:

Yeah. Yeah. Yeah. Yeah. Yeah.

Chad Hohn:

I mean, I I would just say like the the future is here, you know? And if you have a complex need, I mean, you can start exploring, you know, just get your postman out, start testing some API calls, start making some, you know, objects, start creating some custom properties. You know, the features here, you can really start to see where the limitations are. And the Commerce Hub team absolutely loves feedback and making sure that they're gonna account for everybody's needs. So don't be afraid to reach out to people on LinkedIn from Commerce Hub.

Chad Hohn:

You know, they they'd love to hear what issues you're running into to make sure that they add the number of people who want the thing that they can't do, you know, especially like partially paid invoices need editable functionality. Let's set them up with that. Woah. Yeah. But yeah.

Chad Hohn:

Like, I mean, that's it. Like, the future's here and start testing it. You know, give it a whirl. You know, there is there is still like, there's still a lot to do, but so much more is possible than it was before.

Liz Moorehead:

Yeah. That's I I would I love what you're saying, Chad. Listen, ladies and gentlemen, at the end of the day, if you had given Commerce Hub a shot previously and was like, not yet, I would say to you, maybe now's the time.

Chad Hohn:

Yeah. Okay,

Liz Moorehead:

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.

Liz Moorehead:

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.

Creators and Guests

Devyn Bellamy
Host
Devyn Bellamy
Devyn Bellamy works at HubSpot. He works in the partner enablement department. He helps HubSpot partners and HubSpot solutions partners grow better with HubSpot. Before that Devyn was in the partner program himself, and he's done Hubspot onboardings, Inbound strategy, and built out who knows how many HubSpot, CMS websites. A fun fact about Devyn Bellamy is that he used to teach Kung Fu.
George B. Thomas
Host
George B. Thomas
George B. Thomas is the HubSpot Helper and owner at George B. Thomas, LLC and has been doing inbound and HubSpot since 2012. He's been training, doing onboarding, and implementing HubSpot, for over 10 years. George's office, mic, and on any given day, his clothing is orange. George is also a certified HubSpot trainer, Onboarding specialist, and student of business strategies. To say that George loves HubSpot and the people that use HubSpot is probably a massive understatement. A fun fact about George B. Thomas is that he loves peanut butter and pickle sandwiches.
Liz Murphy
Host
Liz Murphy
Liz Murphy is a business content strategist and brand messaging therapist for growth-oriented, purpose-driven companies, organizations, and industry visionaries. With close to a decade of experience across a wide range of industries – healthcare, government contracting, ad tech, RevOps, insurance, enterprise technology solutions, and others – Liz is who leaders call to address nuanced challenges in brand messaging, brand voice, content strategy, content operations, and brand storytelling that sells.
Max Cohen
Host
Max Cohen
Max Cohen is currently a Senior Solutions Engineer at HubSpot. Max has been working at HubSpot for around six and a half-ish years. While working at HubSpot Max has done customer onboarding, learning, and development as a product trainer, and now he's on the HubSpot sales team. Max loves having awesome conversations with customers and reps about HubSpot and all its possibilities to enable company growth. Max also creates a lot of content around inbound, marketing, sales, HubSpot, and other nerdy topics on TikTok. A fun fact about Max Cohen is that outside of HubSpot and inbound and beyond being a dad of two wonderful daughters he has played and coached competitive paintball since he was 15 years old.
3 Epic Nerdy HubSpot Commerce Hub Updates with Chad Hohn
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