Wake up, customer platform! Join Chris Carolan, Casey Hawkins, and George B. Thomas as they break down thirteen HubSpot updates covering form management, automatic contact creation from email logging, CRM record redesigns, Outlook alias support, and expanding account cleanup tools. In this episode, you'll discover: - **Add a Deadline to Approval Requests**: Learn how a new due date option helps teams set clear expectations and reduce bottlenecks in the approval process. Learn more: https://app.hubspot.com/l/product-updates/?rollout=291905 - **Send from Outlook Aliases**: Discover how Outlook users can now send from their account aliases directly within HubSpot, unlocking sequences and bulk enrollment. Join beta: https://app.hubspot.com/l/product-updates/?rollout=187901 - **Improved Company and Contact Record Defaults for Pro+ Customers**: Explore the upcoming CRM record redesign arriving March 23, featuring smart Breeze-powered cards, new default tabs, and enhanced timeline filtering. Learn more: https://app.hubspot.com/l/product-updates/?rollout=283913 - **Revert to Prior Revision in Workflows**: Find out how workflow revision history is now live, letting you restore earlier versions when changes don't go as planned. Learn more: https://app.hubspot.com/l/product-updates/?rollout=285055 - **Contact Email Logging Rules: Create New Contacts from Logged Emails**: See how a new setting automatically creates CRM contacts from inbound emails to personal connected accounts, available across all hubs and tiers. Request beta: https://app.hubspot.com/l/product-updates/?rollout=284972 - **Customize Criteria in Account Cleanup**: See how custom filters let you tailor cleanup policies to protect important assets while automating routine housekeeping. Request beta: https://app.hubspot.com/l/product-updates/?rollout=298885 - **Unpublish a Form**: Learn how you can finally take forms offline without deleting them, preserving submission data while keeping your portal clean. Request beta: https://app.hubspot.com/l/product-updates/?rollout=279925 - **Cleanup Automation for Unused Reports**: Find out how account cleanup can now automatically remove unused reports to keep your reporting environment organized. Join beta: https://app.hubspot.com/l/product-updates/?rollout=295885 Catch us live every weekday morning at 7:30 AM Central on LinkedIn, or listen anytime on Spotify or Apple Music!

Ask this episode

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

Transcript

Related