HubShots

06/06/2026

The HubSpot Assistant has quietly become one of the most useful AI tools inside HubSpot.

In this episode, Ian and Craig discuss the full-screen experience, multiple chat threads, projects support, and why they're now recommending it to clients for everyday HubSpot questions.

watch the full episode here: https://hubs.ly/Q04kp2S_0

03/06/2026

HubSpot Customer Agent handoff settings now give more control over when a conversation should move to a human.

In this clip, we talk about the updated handoff setup, how HubSpot checks your instructions before publishing, and why clear human support phrases matter. We also touch on what happens when HubSpot credits run out and what could be improved in the future.

31/05/2026

Craig shares a simple reminder that you can bulk update domains for website pages.

This is useful when moving pages from staging to live, migrating from WordPress to HubSpot, or keeping old pages on a backup subdomain for a short time.

watch the full episode here: https://hubs.ly/Q04jw30X0

31/05/2026

Ian and Craig explains how workflows can now add line items to an existing deal after it has been created.

This is useful when someone fills out a form, requests a quote, and their answers decide which line items should be added to the deal.

watch the full episode here: https://hubs.ly/Q04jpPry0

29/05/2026

Historical snapshot reports in HubSpot show how deals move through the pipeline over time.

They help business owners, boards, and sales managers see where deals were in past months, how the pipeline is changing, and whether reps are keeping deals moving.

watch the full episode here: https://hubs.ly/Q04jpgRK0

26/05/2026

Testing HubSpot AEO and custom email fonts.

Ian and Craig talk about HubSpot’s new AEO beta tool, why the default prompts can give misleading visibility scores, and why some AI recommendations still feel off.

They also cover custom fonts in HubSpot emails, how brands are using them, and why email rendering tests inside HubSpot are worth using.

watch the full episode here: https://hubs.ly/Q04hPHgw0

25/05/2026

Ian and Craig share a simple workflow that helps sales teams clean up bad email data using SMS.

When an email bounces, HubSpot can automatically send a text asking for an updated email address, helping teams restart conversations and keep their CRM clean.

23/05/2026

Craig and Ian cover a few small but useful HubSpot updates, including the configurable Gmail add-in toolbar, a new “is equal to property” operator for lists and segments, and a helpful Google Calendar attendee indicator.

They also share a frustration with HubSpot Customer Agent, where teams still cannot easily run multiple customer agents in one portal unless they use the Brand Add-On.

22/05/2026

HubShots Episode 318 is out! 🚨

In this episode, we're diving into Consolidating the Stack, and 10 HubSpot Quick Wins
👉 Check it out now: https://hubs.ly/Q04hBsnF0

This episode we dive into the move to consolidation of tech stacks, quick HubSpot improvements to GSuite add-in, custom fonts in makreting emails and more!

31/12/2025

Reminder: you can set up Scores for Deals in HubSpot.

Most people understand the idea of lead scores against Contacts. Adding scores against Deals is a natural extension.

The tool is an improvement over the old score properties approach as well, including the option to only apply to segments, as well as providing coverage reports.

(Requires Marketing Pro+ or Sales Pro+)