Welcome to Wake Up! With Customer Platform, your go-to source for the latest HubSpot updates. Join Chris Carolan, Casey Hawkins, and George B. Thomas every weekday morning as they delve into HubSpot's hidden capabilities and empower you to maximize the platform you already own. In today's episode, we explore an exciting lineup of updates that can enhance your HubSpot experience: - **Enhanced Board Experience**: Discover a new board view for contacts and companies, providing a streamlined, actionable view of your customer lifecycle stages. Learn how this update boosts productivity and facilitates better decision-making. - **Streamlined App Install Flow**: Understand the standardized app installation process that ensures a consistent experience across all newly created app listings, leading to improved conversion rates. - **Checkout Experience Improvements**: Find out how sharing stored credit card details among super admins and billing admins can simplify the transaction process, enhancing user experience. - **Rule-Based Chat Flows**: Learn how to integrate your AI-powered customer agent into chat flows, giving you greater control over customer interactions while building trust in AI capabilities. - **Notification Sidebar Redesign**: Get insights into the new default settings for unread notifications, allowing for easier management and streamlined access to important updates. - **Data Formatting Enhancements**: Explore automatic data formatting for properties upon entry, ensuring cleaner data in your CRM and reducing manual corrections. Key takeaways from this episode include actionable insights on how these updates can enhance your workflow, improve data quality, and provide a more efficient user experience within HubSpot. Tune in and discover how to leverage these updates to unlock even more value from your HubSpot platform.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related