Episode Transcript
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Intro (00:01):
Do you live in a world filled with corporate data? Are
you plagued by siloedapartments? Are your lackluster
growth strategies demolishingyour chances for success? Are
you held captive by the evilmenace, lord lack, lack of time,
lack of strategy, and lack ofthe most important and powerful
(00:22):
tool in your superhero toolbelt? Knowledge.
Never fear hub heroes. Get readyto don your cape and mask, move
into action, and become the hubhero your organization needs.
Tune in each week to join theleague of extraordinary inbound
heroes as we help you educate,empower, and execute. Of heroes,
(00:47):
it's time to unite and activateyour powers.
George B. Thomas (00:52):
Know, at some point this guy stinks. Oh my
goodness. You know, at somepoint in time, we're gonna have
to do a Lord Lack episode.Because for a couple years now,
we've heard about Lord Lack andall the shenanigans that he's
pulling. I think we could havefun with that.
But that, of course, is nottoday. But at some point, we
need a Lord Lack episode wherethe villain shows up.
Chad Hohn (01:15):
Your lack of faith is disturbing.
Liz Moorehead (01:17):
I love that idea. But I got to be honest, guys, we
have a packed episode. Yeah. Sowe got to wrap up the chitchat
and get to the good.
George B. Thomas (01:27):
In other words, this is like, shut up.
Let's make content.
Liz Moorehead (01:31):
Look, you all see our outline. We are all looking
at the same document. We havesome business to attend to
today.
George B. Thomas (01:38):
Just a bit.
Liz Moorehead (01:39):
I am particularly thrilled about. We teased this a
bit last week by saying this isan episode where you need to
listen to George B. Thomas'sbest advice, which is grab a
snack and a backpack, but alsosnack pack, a snack pack, pen,
paper, Evernote, whatever elseyou need. Because today we are
each going to be talking aboutnew HubSpot features that we are
(02:05):
the most excited about. AndGeorge, I know you're
particularly hyped for thisepisode because when people
started filling their stuff in,were going, oh, yeah.
Anything you want to share withthe class before we dig in?
George B. Thomas (02:19):
Well, just I I like how humans brains work and
how different the things that weall kind of picked to talk about
but also how if you're listeningto this podcast and if you pay
attention to the differentthings and combine them
together, like you're gettingsome ultimate like superpowers
(02:40):
out of this episode. So I'mexcited. I'm excited. Me
Liz Moorehead (02:44):
too. Well, here's how it's gonna work, everybody.
We each have two new featuresthat we are excited about today,
and we are going to go person byperson, but we're only gonna
share one at a time. We're notdoing both all at once. Sound
good?
George B. Thomas (02:59):
Sounds good. Rules are good.
Max Cohen (03:00):
Fabulous. Rules are good.
Liz Moorehead (03:01):
Max, let's start with you. What you
Max Cohen (03:04):
got for
Liz Moorehead (03:05):
us, bud?
Max Cohen (03:05):
Me first? Yeah. Well, I'm gonna start with the big one
or the smaller one. We'll do thebig one. The data model builders
here, everybody, first of all.
So if you're somebody actually,let me let me back this up. The
data modeler basically is a toolin HubSpot that you can use,
(03:28):
where in a single pane of glass,you can manage your custom
objects, create your customobjects, see how your custom
objects or any any of yoursorry. I say custom objects. Any
of your objects. Right?
George B. Thomas (03:42):
Mhmm.
Max Cohen (03:42):
Yeah. And their association associated is to
each other, manage all theassociations. You can even
create properties. You can evenmanage your properties all in
one one, like, single interface.Right?
You can even, like, exportpictures of your data model if
you need to, like, share it in ameeting or explain it to
(04:03):
somebody. Right? And the reasonI'm so stoked about this is
because I cannot tell you theamount of pain I feel in my
brain when I know I have to walkthrough the, what is it, five or
six clicks it takes just to getto like creating a new property.
(04:23):
Right? Which is like reallyboring.
It's not so much the clicks.It's like navigating and waiting
through all the page loads andlike getting to the right spot.
Right.
Chad Hohn (04:31):
Like, the settings and well, sometimes you could go
to the objects and sometimes yougo to the properties because
reasons.
Max Cohen (04:38):
Sure. Exactly. Right? And and it's just like even it's
like navigating to whereassociations live and having to,
like, put things in the menu andthen go through the navigate
like, the tab navigation andthen click the drop down. And
then I and it's just like, it'sa nightmare.
Right? So, like, I'm superstoked for this. I mean, it's
especially great for anyonewho's, like, stepping into a new
(05:00):
HubSpot portal and needs to beable to, like, visually see
everything an object isconnected to and what the top 10
most, you know, used propertiesare and, like, all these
different things. It's a greatway, I think, to get, like,
familiar with a portal. But it'sjust a better, like more
tangible visual way of likemanaging how everything is like
set up and understanding therelationship.
(05:22):
So Wdata model builder, I'mstoked for it.
Chad Hohn (05:26):
Wow. I love that. Yeah.
George B. Thomas (05:28):
It's a good one.
Max Cohen (05:29):
It's a very good one.
George B. Thomas (05:31):
It's a good one. You should pay attention to
new new or existing portals, bythe way. I'll throw that in
there. Like, it's just a goodplace to go.
Max Cohen (05:39):
Is it is it gated by anything?
George B. Thomas (05:41):
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 (05:47):
Makes sense.
Chad Hohn (05:47):
We were gonna get those integrator managed custom
objects with those, you know,custom objects that come with
yeah. Well, you know, I heardwords about that once.
George B. Thomas (05:57):
Moving on.
Max Cohen (05:58):
I don't know what you're talking about.
Liz Moorehead (05:59):
Oh, yeah. Oh, it's a source plot. Who's ready
to get nerdier?
Max Cohen (06:04):
Alright. Here. Wait. I'll tell you all about them. So
here's the here's the basics.
Right? Is good Oh, stuff.
George B. Thomas (06:15):
That's good.
Chad Hohn (06:17):
I can't wait. That's so cool.
George B. Thomas (06:19):
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 (06:26):
Only us beautiful souls are able to hear it. Chad,
take us further down the nerdwell.
Chad Hohn (06:33):
Yeah. I mean, this isn't really, like, that new of
a feature. It's been around fora hot minute. But I have really
fallen in love with thefunctionality and ability to use
custom coded actions to makepeople's lives easier inside of
HubSpot. And between customcoded actions and the ability to
(06:58):
add a card on the right handsidebar of any object that will
enroll the object you're lookingat in a workflow, which could or
could not include a customobject.
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
(07:20):
will trigger the workflow.Right? Or whatever. And then
people like, oh, did it enroll?I don't know.
You know? And like so between,like, being able to do things
that, like, measurably, improvepeople's lives and user
experience working inside ofHubSpot, as well as, like,
making it easier for them, like,with the custom coded actions
(07:42):
and make it easier for them touse those workflows that you're
able to build for them with theright hand sidebar card with one
or more workflows in that isreally, really, really helpful.
It's super awesome to be able tojust give your team what they
need right where they need itand so that they can easily use
it. It'd be awesome to havethose, like, inside of a
(08:03):
playbook now, for example.That'd be pretty slick.
Right? Or, like, if you clickit, it asks you to fill in a
couple properties first orsomething. Right? But even
regardless, it's still superhelpful. Super, super helpful to
have that.
And if you're like if you nevermessed with custom coded actions
before, like, I'd encourage, youknow, everyone to go even just
(08:26):
try and work with your AIassistant 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 youwant 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
(08:47):
custom coded action to startwith or whatever it might be.
Right?
Just work with your AI assistantof choice in your you know, if
you have an enterprise portal,duplicate your portal into a
sandbox so you're not gonna bejacking up any customer data
with your API keys. And I thinkthat'd be like it it'll, you
know, say, like, hey. To youknow, do the old Michael Scott.
Talk to me like I'm five. Youknow?
(09:08):
And, like, have it really walkyou through all the steps
because it's a it's a level upand a power up, to be able to
learn how to do that.
George B. Thomas (09:16):
Yeah. So good. So good. The nerdy the nerdy
side. The deep nerdy side.
Liz Moorehead (09:21):
I love the deep nerdy side. George.
Max Cohen (09:22):
Deep nerd.
Liz Moorehead (09:23):
What about you? What are you excited about?
George B. Thomas (09:25):
Yeah. Listen. So so I've been on this kick
lately because I've been doing,like, the customer platform
podcast slash show with CaseyHawkins and Chris Carolyn for, I
don't know, maybe maybe a couplemonths at this point where every
every weekday we meet, we talkabout the latest and greatest.
And I've been on this kick oftalking about how HubSpot is
(09:49):
quickly building a system whereI can shrink my tech stack. And
what I mean by that is like, isthere going to be a day where I
don't need Fathom and Avomabecause all my calls are coming
into HubSpot?
By the way, that's not thefeature I'm gonna talk about. I
I pay for another piece of thetech stack called Opus Clips.
And with HubSpot's latestrelease of something that I'm
(10:11):
gonna mention right here, I hadstart to ask myself, do I need
to pay for that anymore? Or canI just handle it inside of
HubSpot? What I'm referring to,and if you have not checked this
out, while you're sleeping onit, by all that is holy, when
you're done listening to this,go over to the HubSpot product
updates page and search for AIpowered video marketing
(10:33):
platform.
Ladies and gentlemen, videomarketing platform. The title
also goes on to say easy andfast video marketing. There's
the what is it, there's why itmatter. There's even a video
walkthrough where Ankur takesyou through it. I will also say
you could go to LinkedIn, maybeeven YouTube, and you could
search for this because ChrisCarolyn and Ankur and Amanda, I
(10:56):
think it was, did an unboxing ofthis.
But what I want you tounderstand 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 Iunderstand. But I wish there was
in the content navigationsomething that said video
platform to which when I clickedit, it at least took me to my
file manager with videos justfiltered by videos. But if you
(11:18):
go now into your file managerand you click on any of your
videos, you're going to see thatthere's an optimized tab which
allows you to now add a videotitle. It allows you to add
keywords.
By the way, there's also beingable to generate keywords via
AI. There's also SEOdescription, which you can
generate with AI. So now, therewas an update that we talked
(11:41):
about earlier this morning ormaybe late last week where SEO
metadata is going to beautomagically added to pages
that you create with the CMSwebsite or landing pages. And so
how is it automagically going tobe there? Because you now will
have these tools to be able toactually give it the
information.
Here's what's crazy though, youcan actually edit a thumbnail,
(12:04):
so you can change the frame,crop and resize, edit with Adobe
Express, replace or upload thethumbnail. But they even have
this thing where you can turn onchapters. Okay? I want you to
listen to this for a second. Youcan turn on chapters.
So now your HubSpot videos canhave chapters in them. And also
here's the other thing, becauseyou might be adding chapters
(12:25):
because there's also a publishto social button, which means
you can also publish it toYouTube. So you've got a
platform in HubSpot where youcan add chapters and then
publish to YouTube. Also, canpublish to Facebook and
LinkedIn, all your socials. Soin other words, you can now take
your videos and you can publishthem to social.
(12:46):
But here's the thing, you canclone and edit them, which means
then you can also make differentversions of them or remix them
into content. And when you'reremixing them, by the way, you
can take a 19 whatever and flipit to a 16 by nine to a nine by
16. In other words, you can nowmake vertical clips out of
(13:08):
horizontal videos. And what'scrazy is they even have in that
part of it where you can seethe, it's an editor, it's an
editor, like think of like adescript where you can like
remove pieces, you can showpauses. You can have like, it's
the captions area.
You can turn on closed captions.If you turn on closed captions,
(13:30):
now you have default styles. Youcan create a custom style. You
can put it at the bottom or thetop. You've got where you can
add your branding, which now allof sudden you can throw your
logo on the bottom right or thetop center.
And you've even got an areawhere you can like kind of build
this out as a template so thatyou can then use it as you move
forward. So like to say thatthere's a video editor in your
(13:53):
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 wason optimize right now. There's
performance, which means you cantrack the performance of any of
these videos that you'veactually put through this
process. So once you publishthem to social, now you can come
(14:15):
back to the video in your filemanager of HubSpot and see like
how it had been engaged with.There's also like a details
area.
And then if you created anyclips, you're gonna be able to
see the clip. Ladies andgentlemen, I'm just saying, do
not sleep on this. Like it is,if you have Content Hub, well,
actually, let me go back to theproduct update because it is for
(14:37):
a professional enterprisecustomer platform, content pro,
content enterprise, marketingpro, marketing enterprise,
service pro, service enterprise,you have this AI powered video
marketing platform that you needto check it out. Because by the
way, it's just the beginning andit already gets my applause. I'm
(15:03):
just saying.
Max Cohen (15:03):
Here's my question. How cool does video
Intro (15:06):
saying.
Max Cohen (15:06):
How cool does video need to get in HubSpot for them
to put it in the nav?
Liz Moorehead (15:13):
That's exactly going to change the nav again.
George B. Thomas (15:15):
Well, here's the thing. It is a beta. Right?
So you have to sign up for thebeta. So I can understand, like,
one of the things might be thatbecause they're limiting the
amount of people who are usingthe beta that maybe it's not
quite yet in the nav.
But I feel like, and this is whyI'm talking about it. I want
adoption to be so great that theteam sits back and goes, okay,
(15:39):
we need to double down on thisand add a bunch of features. And
then I look forward to the worldwhere the AI powered video
marketing platform and thepodcast tool merge. And it could
be video podcasts that you couldbe clipping and also then doing
audio. There's just a whole realinteresting rich media content
(16:03):
system that could be in our verynear future past what either of
these tools are separated atthis point.
What's yours, Liz?
Liz Moorehead (16:12):
Okay. So I think we've all learned by now over
the years that I don't fall downthe super nerdy deep well of
HubSpot.
Max Cohen (16:21):
But I
Liz Moorehead (16:22):
also like to think that means I am an
ambassador or an avatar, so tospeak, for those marketers who
are just trying to do the job,just trying to have like like,
can HubSpot be HubSpot? And thenwe just have Chad's and Max's
and Georges who'd like talkabout data model builders and
things like that becauseeverything she's discussed.
Chad Hohn (16:42):
For the listeners, she's visibly got the heebie
jeebies and the antsy pantsies.
Liz Moorehead (16:47):
I do. Okay. I listen to all of the very smart
things you guys have been sayingfor the past fifteen, twenty
minutes. I'm like, yes. Yes.
I know some of these words.Right? And that brings me to a
tiny, tiny update that made meincredibly happy. Now, as you
know, HubSpot often experimentswith the UI of building their
(17:11):
most basic things. For example,landing pages, or in the case of
what I'm about to talk aboutworkflows.
Now, workflows back in the dayused to be super simple, right?
You now granted simple to thepoint if you could cause mass
destruction because you don'tknow what you're building. But
you could just go in, pick alittle action and get to work.
(17:36):
And then a while back, theyrolled out a workflow experience
that even for me and I it'sweird, right? Like, I'm not the
deep down the well nerd like youguys.
And I say nerd with love. It isan affectionate term.
George B. Thomas (17:51):
Thank you. Thank you.
Liz Moorehead (17:52):
And I understand things like contacts, deals,
conversations, quotes and thingslike that. But they made it so
you had to, using theirlanguage, make decisions before
you could do anything else. Youcould no longer just kind of
dove in. Right. You had to pick.
Is it contact based? Is itcompany based? Is it deal based?
Is ticket based? And it's like,I'm not that's not how I'm
(18:15):
natively thinking as a user.
That's forcing me into a moretechnical object based mindset
rather than the more humanintuitive way of doing it. So a
while ago, they rolled out abeta where it seems they were
kind of like, hey, our bad,we're going to take some of this
(18:37):
back a little bit. And you nowdon't have to do some of that
weird like, what is it companyor is it deal? Which on its face
to, I think a lot of people whoare more familiar with the
technical side of it, that is avery easy choice. But if you're
building a sales workflow or amarketing workflow, you may not
be sure which property you'resupposed to be leaning into, and
(18:59):
that can create a lot ofproblems.
So instead, you're allowed to goback into the workflow builder
where you can browse possibleworkflow triggers instead of
having to natively understandwhat it is that you already
want. So they didn't take itback where it's just like it's a
free for all guys. You couldjust do looping workflow forever
(19:21):
and have no idea why anythingdoes what it does. But instead,
I felt like they brought it backto a much more intuitive place
where you don't have to have allthe answers perfectly in your
head. Right.
Yeah. You have the ability tobrowse what is possible without
knowing which door to open.
George B. Thomas (19:39):
Yeah. There there are people who totally
agree with you, Liz. And then ifyou go to LinkedIn, there are
people who if I could sum uptheir, post on LinkedIn about
this feature, I would sum it upas Brother, that's what they're
saying. Like, they they areMhmm.
Liz Moorehead (20:01):
I get it. Happy. I can understand that.
George B. Thomas (20:05):
Yeah. Yeah.
Liz Moorehead (20:06):
But, like, look. First of all, anytime HubSpot
rolls out a change of any kindYeah.
Chad Hohn (20:10):
Right.
Liz Moorehead (20:11):
We're gonna get some LinkedIn broachery about
the five ways I learned my lifeas a miserable hellscape because
of HubSpot. Right? Like sohere's what I'm gonna say to
this. You have to remember thepeople who are actually doing
the tactical day to dayexecution of workflows.
George B. Thomas (20:27):
Yeah,
Liz Moorehead (20:27):
probably are pretty happy. Like they had that
they had that choose your ownadventure pick. Is it a company?
Is it a deal? And they had thatfor a really long time.
And no matter again, not a nerd,but I'm a smart marketer. And
even that, I still have to doway too much thinking just to
get to the workflow buildingstage.
Max Cohen (20:47):
Yeah. And I'm not saying that. Here's the other
thing. They can they can hit theskip button and just pick the
object. That's the other thing.
Yeah. Know, what a lot of peopledon't know is, like, if you just
scroll down at the bottom, itsays skip and, like, pick object
or something. And then it's theold experience. Right? You know,
(21:08):
the difference is if you pickthe wrong object, you don't no
longer have to hit back anddelete the workflow and then
create another one and thenselect the object.
Right? So it's a little moreforgiving. But, yeah, guys, just
hit skip. It's okay.
Chad Hohn (21:23):
Yeah. It's fine. Yeah.
Liz Moorehead (21:24):
Now here's the
George B. Thomas (21:25):
other thing. People who were
Chad Hohn (21:26):
the negative
George B. Thomas (21:27):
Nancy about
Liz Moorehead (21:27):
this. Yeah. This was in beta for months, and they
gathered from a few thousandpeople who participated
feedback. This isn't just abunch of HubSpotters twirling
little orange sprockets on theirfingers, wondering how they can
make your life more miserable.They listened to the community.
(21:48):
And that's why I'm going to echosomething Georgia said many,
many times. But some of youdon't listen. You wait for
product updates to roll out whenyou were given the option to
participate in the beta and youdid not opt in. So
George B. Thomas (22:02):
I feel like I I say it in a nice way though.
Max Cohen (22:05):
I will say I hit skip every time because my brain
doesn't work that way. Like, mymy brain goes, I want because
because like I have a intenselyclear understanding of, like,
how a workflow works. Like anobject 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, Iwould like to enroll object when
(22:29):
something and then trigger.
Right? So in my brain, it'salways like object first,
trigger second versus triggerfirst 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 (22:43):
well, here's here's what I have to show.
Max Cohen (22:45):
Shows my object.
George B. Thomas (22:46):
Yeah. Well, here's what I think it's solving
for is you've got to realizethat there's so many users out
there that don't know theplethora of actions. Yeah. Mhmm.
That they have at theirfingertips.
So if you don't make them choosean object, then they can see,
oh, wait, there's a thing thatworks with ClickUp or, wait,
there's a thing that works with,oh, well, what what I'm missing
(23:09):
with object? Oh, so it needs tobe that object. Okay. And so
Chad Hohn (23:14):
People aren't exploring all of the they don't
just, like for me, I just in anew portal, just to see
sometimes what's connected, I'lljust go create a blank workflow
for every object type to seewhat kind of stuff they have
integrated that has actions thatI can leverage so I can store
that in the back of the oldbrain wallet for later use.
Right?
Liz Moorehead (23:34):
I know.
George B. Thomas (23:35):
Not everybody not everybody does that for
their brain wallet.
Chad Hohn (23:37):
No. Nobody like, I mean, I can't imagine anybody
wanting to, like, you knowunless they're just, like,
really wanna know the things forthe sake of knowing the things.
Right?
Max Cohen (23:48):
Yeah. Max,
Chad Hohn (23:49):
The workflow,
Max Cohen (23:50):
other thing too, the other thing too is like people
are still just so hung up oncontact workflows. It's kind of
like the defacto workflow thatlike, they don't even like think
to do stuff with the otherobjects. Right? Yeah. Like, I
can't even believe we're stillthere.
Right? Yeah. Yeah. Hopefullythis will get people to like
(24:10):
kind of understand the power ofworkflows first versus like
never seeing something that theycan do just because they're so
stuck in their ways of usingparticular objects all the time.
Liz Moorehead (24:19):
Exactly. Like for me, when I looked at that
change, the thing that it reallysaid to me is that instead of
showing up feeling like there'sa barrier to knowledge that I
can't get over. I now have thecapacity to use the tool in a
more intuitive way while alsohaving more of a gateway to
explore what is possible withthis tool. Because, Max, you
(24:41):
made an incredible point there.I think some people will still
think like, oh, it's contactworkflows.
What other object? Right. Likethere. I think that is a lot of
the ways that people processthese things. They have a very
one dimensional viewpoint ofwhat automation can do.
Max, let's stay with you. Oh.What's your next one, Bobby?
Max Cohen (25:02):
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 abouthaving to go all sorts of places
to update a property. Right?
But that was more illustratingyou have to go through all sorts
(25:23):
of places to update anythingabout an object or a data schema
or like whatever. Right? But thebut the move the the move that I
hate the most or like the theoops, I did it again thing that
I hate the most is when you'relooking at an index page and
you're like, oh man, I reallyneed a property. Then so you
(25:44):
have to do the whole navigateaway song and dance.
Chad Hohn (25:47):
You do the whole song and dance.
Max Cohen (25:48):
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 indexpage and you go edit your
columns and you bring that bringthat property on there. And then
you're like, oh, shit. I neededanother one. And you go, I got
to go do that again.
Like, it's the worst, it's like,man, I should have just hit save
(26:12):
and create another, but no, Icame back here and I looked at
it and I realized I needed moredebt. And you do that whole
thing. So now you are able toliterally add a column on an
index page and create a propertywithout leaving the index page.
Right? So it brings up littleright sidebar panel slide out
(26:33):
menu.
Can create your property, right?And you're done. You're not
navigating away through othermenus. You're not wishing you
did it twice when you werethere. You literally can just do
it right from the index page,which is like an enormous
quality of life increase foranyone setting up their data
structures, but, like, like todo it through the context of,
(26:55):
alright.
I'm creating a bunch of views.Here's the information that we
want. It's very into, like, thesort of experience you have when
you're using, like, an Airtableor a Notion and you're building
database and you're like, oh, Ishould have a property for their
favorite ice cream with flavor,whatever. And you could just do
it right there instead of havingto go through this journey of
interfaces to go like do it andthen come right back to it.
(27:17):
Right?
So I really kind of like how,you
George B. Thomas (27:21):
know
Max Cohen (27:21):
what it's almost like? It's almost like they're
putting the spreadsheet backinto the index page a little
bit. Right? Like we all got awayfrom the spreadsheet, gotten to
the CRM, but like in aspreadsheet, you can add a
column and that's not a problemin HubSpot. That was yeah.
It was a whole things Right? GetAnd just so everyone knows, like
(27:41):
this comes from they starteddoing this with company records
because of like the theenrichment stuff and smart
properties and things like that.Right? Where you could basically
create a property kinda like youcould do on a clay table. Right?
That would like pull ininformation that it's great from
the internet or whatever andpopulate it. Right? But now they
(28:03):
took that experience and theyapplied it to general property
creation and they put it acrosseverything and life's gonna be
way easier now.
George B. Thomas (28:12):
Yeah. And if you're wondering right now, two
things. One, does Max get paidby every company he mentions on
the podcast? No.
Max Cohen (28:19):
No. Just the one that I wear the hat for.
George B. Thomas (28:21):
Yeah. The one he wears the hat for, which
makes him very happily, that heworks there. But also, Max, the
second question they might haveis, because you brought up ice
cream, and I can't move forwarduntil I ask this question. What
is your favorite ice cream, Max?
Max Cohen (28:35):
Dude, how much time do we have? I I'll be honest.
I'm a sucker for a saltedcaramel anything
George B. Thomas (28:43):
Oh, yeah.
Max Cohen (28:44):
Lately. Yeah. Like salted caramel is just crazy.
Oh, wait. No.
No. Hold on. I'm lying. Hold on.
Chad Hohn (28:49):
I'm lying.
Max Cohen (28:49):
Hold on. I'm lying. Yes. I like that. I'm going to
just say this.
And I think I've said this outloud on the podcast before, but
in case I haven't, until you'vetaken vanilla ice cream and
mixed in a giant scoop of, like,jiffy peanut butter, you haven't
lived.
George B. Thomas (29:04):
Oh, I haven't lived
Max Cohen (29:06):
vanilla ice cream with peanut butter.
George B. Thomas (29:09):
So not Skippy. It's gotta be Jiffy.
Max Cohen (29:11):
It could be a Skippy. It can it can even be a Teddy.
Liz Moorehead (29:15):
Kosei. It's super good.
Max Cohen (29:17):
Kosei. Yeah. Just just get your bowl of vanilla
ice cream. Take a scoop ofpeanut butter. Mix that shit in
there.
You will get, like, risk painfrom doing it. But, man, that
you you won't ever have betterice cream in your home.
Chad Hohn (29:31):
Cold and, like, just impossible to Alright.
Liz Moorehead (29:33):
Guys, love you all.
Chad Hohn (29:34):
Been flexible.
Liz Moorehead (29:35):
I love
George B. Thomas (29:35):
you all.
Liz Moorehead (29:36):
She's I love you all.
Max Cohen (29:37):
God. She's like, shut up. Let's see.
Liz Moorehead (29:40):
Chad. Big summer blowout.
Max Cohen (29:42):
Ice cream mixed with peanut butter.
George B. Thomas (29:44):
Yeah. Oh, yeah. Oh,
Chad Hohn (29:47):
it's so good, dude. Alright. Yeah. So I felt like I
had some sort of response toMax. We got derailed by peanut
butter.
Thanks, peanut butter, for beingwonderful.
Max Cohen (30:00):
Alright.
Chad Hohn (30:02):
So my next one is, just datasets in general are
absolutely phenomenal. And thenew addition of being able to
add your own external datasource via a CSV to be able to
create complex calculations,including external data for your
reporting purposes, isphenomenal. And I'm excited for
(30:25):
the next logical iteration,which I have no concrete
information, but some hunchesthat 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
(30:46):
data store is, like the HubSpotreporting data stores, like, on
a fifteen minute cycle orsomething. Right? So that sheet
is updated however you updatethat sheet, whoever's using that
sheet, and then you can refreshthat data store.
I would imagine is the nextlogical iteration for that to go
so you don't have to, like,manually massage a CSV and
(31:08):
upload it or export your sheetand put it into a CSV and upload
it. Because being able to createthose calculations at the
dataset level really unlockreporting that was never
possible before in the firstplace in HubSpot. And with the
external data, it allows you tostart they're starting to go
(31:31):
down more the, you know, Tableaulevel report because you have
multiple external data, datapoints that you'll be able to
report on. And so this is thevery putting the toe in the
water of being able to haveHubSpot truly even be the
reporting centric, you know,location for all of your your
(31:53):
data management and reporting.Very cool.
So, that's not out yet. I Idon't have any, like, special
secret things from anybodysaying that it will be out. It's
Heard. I heard I heard rumblingsfrom some people. So that's but
I have no concrete anything.
George B. Thomas (32:10):
Yeah. I like that. I like it'll be
interesting.
Chad Hohn (32:14):
Yes. If it if it does come to pass and it does stay on
the road map and it does getreleased, that will be
phenomenal.
George B. Thomas (32:22):
Yeah. Love it. Yeah. So my next one doesn't tie
to anything that I said beforebecause my next one is the
prospecting agent. Theprospecting agent is super dope
and I'll tell you why I thinkit's dope.
One, right now I'm running thesemi autonomous, meaning it'll
(32:46):
create the prospects. It'll
Chad Hohn (32:48):
load it
George B. Thomas (32:49):
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 touse this as a sledgehammer, but
you can use it as a scalpel. Soimagine like certain forms. Want
to have this type of likeprospect and these other forms.
(33:11):
It might be this prospect.
And especially if you're usingsomething like multiple brands
or multiple domains inside of aHubSpot portal, this gets real
interesting. So like for us, wemight have a, you know, Paul,
the prospect or for psychicstrategies, but then we might
have somebody completelydifferent for anybody coming to
georgebthomas.com. And so justthe the understanding of having
those selling profiles, havingthe ability to add exclusions of
(33:36):
like what you don't want. Butthen here's what I'll what I'll
say is really fun, too, is as Igo through some of these emails
that it's creating, which, bythe way, when I say emails, I
literally mean templates, whichalso I mean it's creating three,
which also I means it's going toa sequence. And also, then need
to say, by the way, did you knowsequences now has updated data
of what it's actually reportingon?
(33:57):
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 thatthere's new reporting to that.
So it all falls in line whereit's like these templates in the
sequence and it's this threepart series. But here's what's
fun is even if I decide I don'twant to prospect to that person,
the emails are like, I'm findingthem to be uber valuable. For
(34:21):
instance, I looked at onebecause a Hub employee had
emailed me about somethingtotally not related to anything
that I could ever sell them, butit was inside that email that I
was looking through the threeemails and all a sudden I
realized that they had acquireda company that I didn't know
they had acquired, to which thenI went and checked out that
company to understand where inthe heck HubSpot might be going
(34:44):
with some of their new AI stuff.So, like, it's bringing relevant
information to you even ifyou're not gonna prospect based
on conversations that you'rehaving in your CRM.
If anybody is watching thisepisode, these freaking jerkies
Liz Moorehead (34:59):
Is everything okay, George? What's up?
George B. Thomas (35:01):
Everything's fine. What I want everybody to
realize is how well I continueto talk about my update That was
all of the shenanigans that werehappening inside of this video.
Liz Moorehead (35:10):
Once, we will shenanigan, George. Never forget
that.
George B. Thomas (35:13):
Gosh. It's like it's like making a podcast
with my kids or something for ahot minute here. You showed us.
I did. I did.
So that so that's mine.Prospecting Prospecting agent
agent is is my my second secondone. Liz, what about you?
Liz Moorehead (35:25):
Well, I I'm the last one to go, and it's not
exciting to a lot of people, butit's exciting to me. I didn't
realize this wasn't alreadypossible. I had a moment of are
you serious?
George B. Thomas (35:38):
Yeah.
Liz Moorehead (35:39):
Just absolute joy, particularly given if you
listen to last week's episodewhere we talked extensively
about the HubSpot service hubknowledge base. You can now add
knowledge based articles andfeedback surveys to your
campaigns, which is a huge deal.That is a huge deal. It took a
(36:01):
long time, many, many years toget people to realize marketing
and sales were on the same sidechasing the same goal. But they
kind of kept that other third ofthe flywheel still on its own
little island.
That service aspect, that thatpiece of the puzzle owned by
service teams once somebody isalready signed on the dotted
(36:22):
line. So I love this idea thatcampaigns can be thought of more
holistically around the entirejourney or experience your
customer will ever have withyou. And I just I love that. And
I also wonder what kind of newcampaigns will this make
possible. Right.
(36:42):
Like, that's why I looked atthis. 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 (36:49):
Yeah. Well, that's amazing. Being able to support
your team. Yeah. And yeah.
George B. Thomas (36:55):
Well, and And I think there's a couple of
things here, right? I think youcan start to have standalone
service campaigns. You can havestandalone sales campaigns. You
can have standalone marketingcampaigns. Or you can literally
strategize around somedirections in your business and
be like, oh wait, you mean wecan now use campaigns to have a
(37:17):
three sixty degree view ofreporting based on like a
direction that we're headed asan organization.
And we can go into that campaignand see how revenue dollars and
budget associate to it as well.I'm okay. Sign me up. Like
Liz Moorehead (37:31):
Max, you're
George B. Thomas (37:32):
on mute.
Liz Moorehead (37:32):
Just
George B. Thomas (37:33):
just saying.
Max Cohen (37:34):
I was gonna say it's also a hell of a way to manage
product releases, like newreleases for something. Right?
Because think about it. Becausecan't you also associate
behavior of our custom act orcustom Custom events.
Chad Hohn (37:45):
They call them.
Max Cohen (37:46):
You associate custom events to campaigns. Right?
Okay. Cool. Yeah.
Ready? So you're a SaaS company.Your product has a new feature,
right? Go create a custom eventthat says when a user has used
that new feature, right?Associate that to the campaign.
Take the knowledge base articleyou wrote on how that feature
works associated to thecampaign. Take the blog post
(38:08):
that is housing the, I don'tknow, release notes or like
explanation of the new featureassociated to the campaign. Go
give, you know, take a look atthe people who have like
completed the use of that newfeature, right? By that custom
event, send them a specificsurvey, ask them how they think
of that feature. Right?
And then tie those surveys backto the campaign. Right? Like
(38:32):
it's honestly incredible whatyou can do with it now. Right?
And yeah, I mean, now we justgot to let you they got to just
let you associate any object youwant to the campaign.
So at this point, but I have atheory they won't because then
it's just going to be just likethe Salesforce campaigns tool.
It won't add a lot more valuelike it already does, but that's
a conversation for a differentday.
Liz Moorehead (38:53):
I love that. Yeah. Well, we have come to the
end of our journey. I'm alsogonna say nobody in the audience
will know this. We got throughall of that, including
derailings about ice cream Yeah.
Crazy. With a minute to spare.
George B. Thomas (39:07):
George fact that you called ice cream a
derailing saddens me, but okay.Okay. Look,
Liz Moorehead (39:13):
somebody's gotta keep you kids in line. Now do I
also now want a giant bowl ofpistachio ice cream? 1000%. That
is my problem, not your problem.George Yeah.
Take us home. What's one thingyou want folks to keep in mind
from from today?
George B. Thomas (39:25):
From today, I would want you to figure out if
you even know what your favoritetool is. Also, would want you to
be like, wow, what did I learnnew today? And what could I
learn if I actually went over tothe product updates on a daily
or weekly basis and took fifteento thirty minutes to dive in on
all the new stuff that HubSpotis building. Because if you
(39:47):
actively engage, you find thatyou're not always so
overwhelmed.
Max Cohen (39:52):
Also watch the Monday morning briefing with me and
Kyle every Monday at 10:30AMEastern Standard Okay,
George B. Thomas (39:59):
hub heroes. We've reached the end of another
episode. Will Lord Lack continueto loom over the community, or
will we be able to defeat him inthe next episode of the Hub
Heroes podcast? Make sure youtune in and find out in the next
episode. Make sure you head overto the hubheroes.com to get the
latest episodes and become partof the league of heroes.
(40:22):
FYI, if you're part of theleague of heroes, you'll get the
show notes right in your inboxand they come with some hidden
power up potential as well. Makesure you share this podcast with
a friend. Leave a review if youlike what you're listening to
and use the hashtag hashtag hubheroes podcast on any of the
socials and let us know whatstrategy conversation you'd like
(40:44):
to listen into next. Until nexttime, when we meet and combine
our forces, remember to be ahappy, helpful, humble human,
and of course, be looking for away to be someone's hero.
Do you live in a world filled with corporate data? Are
you plagued by siloedapartments? Are your lackluster
growth strategies demolishingyour chances for success? Are
you held captive by the evilmenace, lord lack, lack of time,
lack of strategy, and lack ofthe most important and powerful
(00:22):
tool in your superhero toolbelt? Knowledge.
Never fear hub heroes. Get readyto don your cape and mask, move
into action, and become the hubhero your organization needs.
Tune in each week to join theleague of extraordinary inbound
heroes as we help you educate,empower, and execute. Of heroes,
(00:47):
it's time to unite and activateyour powers.
George B. Thomas (00:52):
Know, at some point this guy stinks. Oh my
goodness. You know, at somepoint in time, we're gonna have
to do a Lord Lack episode.Because for a couple years now,
we've heard about Lord Lack andall the shenanigans that he's
pulling. I think we could havefun with that.
But that, of course, is nottoday. But at some point, we
need a Lord Lack episode wherethe villain shows up.
Chad Hohn (01:15):
Your lack of faith is disturbing.
Liz Moorehead (01:17):
I love that idea. But I got to be honest, guys, we
have a packed episode. Yeah. Sowe got to wrap up the chitchat
and get to the good.
George B. Thomas (01:27):
In other words, this is like, shut up.
Let's make content.
Liz Moorehead (01:31):
Look, you all see our outline. We are all looking
at the same document. We havesome business to attend to
today.
George B. Thomas (01:38):
Just a bit.
Liz Moorehead (01:39):
I am particularly thrilled about. We teased this a
bit last week by saying this isan episode where you need to
listen to George B. Thomas'sbest advice, which is grab a
snack and a backpack, but alsosnack pack, a snack pack, pen,
paper, Evernote, whatever elseyou need. Because today we are
each going to be talking aboutnew HubSpot features that we are
(02:05):
the most excited about. AndGeorge, I know you're
particularly hyped for thisepisode because when people
started filling their stuff in,were going, oh, yeah.
Anything you want to share withthe class before we dig in?
George B. Thomas (02:19):
Well, just I I like how humans brains work and
how different the things that weall kind of picked to talk about
but also how if you're listeningto this podcast and if you pay
attention to the differentthings and combine them
together, like you're gettingsome ultimate like superpowers
(02:40):
out of this episode. So I'mexcited. I'm excited. Me
Liz Moorehead (02:44):
too. Well, here's how it's gonna work, everybody.
We each have two new featuresthat we are excited about today,
and we are going to go person byperson, but we're only gonna
share one at a time. We're notdoing both all at once. Sound
good?
George B. Thomas (02:59):
Sounds good. Rules are good.
Max Cohen (03:00):
Fabulous. Rules are good.
Liz Moorehead (03:01):
Max, let's start with you. What you
Max Cohen (03:04):
got for
Liz Moorehead (03:05):
us, bud?
Max Cohen (03:05):
Me first? Yeah. Well, I'm gonna start with the big one
or the smaller one. We'll do thebig one. The data model builders
here, everybody, first of all.
So if you're somebody actually,let me let me back this up. The
data modeler basically is a toolin HubSpot that you can use,
(03:28):
where in a single pane of glass,you can manage your custom
objects, create your customobjects, see how your custom
objects or any any of yoursorry. I say custom objects. Any
of your objects. Right?
George B. Thomas (03:42):
Mhmm.
Max Cohen (03:42):
Yeah. And their association associated is to
each other, manage all theassociations. You can even
create properties. You can evenmanage your properties all in
one one, like, single interface.Right?
You can even, like, exportpictures of your data model if
you need to, like, share it in ameeting or explain it to
(04:03):
somebody. Right? And the reasonI'm so stoked about this is
because I cannot tell you theamount of pain I feel in my
brain when I know I have to walkthrough the, what is it, five or
six clicks it takes just to getto like creating a new property.
(04:23):
Right? Which is like reallyboring.
It's not so much the clicks.It's like navigating and waiting
through all the page loads andlike getting to the right spot.
Right.
Chad Hohn (04:31):
Like, the settings and well, sometimes you could go
to the objects and sometimes yougo to the properties because
reasons.
Max Cohen (04:38):
Sure. Exactly. Right? And and it's just like even it's
like navigating to whereassociations live and having to,
like, put things in the menu andthen go through the navigate
like, the tab navigation andthen click the drop down. And
then I and it's just like, it'sa nightmare.
Right? So, like, I'm superstoked for this. I mean, it's
especially great for anyonewho's, like, stepping into a new
(05:00):
HubSpot portal and needs to beable to, like, visually see
everything an object isconnected to and what the top 10
most, you know, used propertiesare and, like, all these
different things. It's a greatway, I think, to get, like,
familiar with a portal. But it'sjust a better, like more
tangible visual way of likemanaging how everything is like
set up and understanding therelationship.
(05:22):
So Wdata model builder, I'mstoked for it.
Chad Hohn (05:26):
Wow. I love that. Yeah.
George B. Thomas (05:28):
It's a good one.
Max Cohen (05:29):
It's a very good one.
George B. Thomas (05:31):
It's a good one. You should pay attention to
new new or existing portals, bythe way. I'll throw that in
there. Like, it's just a goodplace to go.
Max Cohen (05:39):
Is it is it gated by anything?
George B. Thomas (05:41):
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 (05:47):
Makes sense.
Chad Hohn (05:47):
We were gonna get those integrator managed custom
objects with those, you know,custom objects that come with
yeah. Well, you know, I heardwords about that once.
George B. Thomas (05:57):
Moving on.
Max Cohen (05:58):
I don't know what you're talking about.
Liz Moorehead (05:59):
Oh, yeah. Oh, it's a source plot. Who's ready
to get nerdier?
Max Cohen (06:04):
Alright. Here. Wait. I'll tell you all about them. So
here's the here's the basics.
Right? Is good Oh, stuff.
George B. Thomas (06:15):
That's good.
Chad Hohn (06:17):
I can't wait. That's so cool.
George B. Thomas (06:19):
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 (06:26):
Only us beautiful souls are able to hear it. Chad,
take us further down the nerdwell.
Chad Hohn (06:33):
Yeah. I mean, this isn't really, like, that new of
a feature. It's been around fora hot minute. But I have really
fallen in love with thefunctionality and ability to use
custom coded actions to makepeople's lives easier inside of
HubSpot. And between customcoded actions and the ability to
(06:58):
add a card on the right handsidebar of any object that will
enroll the object you're lookingat in a workflow, which could or
could not include a customobject.
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
(07:20):
will trigger the workflow.Right? Or whatever. And then
people like, oh, did it enroll?I don't know.
You know? And like so between,like, being able to do things
that, like, measurably, improvepeople's lives and user
experience working inside ofHubSpot, as well as, like,
making it easier for them, like,with the custom coded actions
(07:42):
and make it easier for them touse those workflows that you're
able to build for them with theright hand sidebar card with one
or more workflows in that isreally, really, really helpful.
It's super awesome to be able tojust give your team what they
need right where they need itand so that they can easily use
it. It'd be awesome to havethose, like, inside of a
(08:03):
playbook now, for example.That'd be pretty slick.
Right? Or, like, if you clickit, it asks you to fill in a
couple properties first orsomething. Right? But even
regardless, it's still superhelpful. Super, super helpful to
have that.
And if you're like if you nevermessed with custom coded actions
before, like, I'd encourage, youknow, everyone to go even just
(08:26):
try and work with your AIassistant 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 youwant 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
(08:47):
custom coded action to startwith or whatever it might be.
Right?
Just work with your AI assistantof choice in your you know, if
you have an enterprise portal,duplicate your portal into a
sandbox so you're not gonna bejacking up any customer data
with your API keys. And I thinkthat'd be like it it'll, you
know, say, like, hey. To youknow, do the old Michael Scott.
Talk to me like I'm five. Youknow?
(09:08):
And, like, have it really walkyou through all the steps
because it's a it's a level upand a power up, to be able to
learn how to do that.
George B. Thomas (09:16):
Yeah. So good. So good. The nerdy the nerdy
side. The deep nerdy side.
Liz Moorehead (09:21):
I love the deep nerdy side. George.
Max Cohen (09:22):
Deep nerd.
Liz Moorehead (09:23):
What about you? What are you excited about?
George B. Thomas (09:25):
Yeah. Listen. So so I've been on this kick
lately because I've been doing,like, the customer platform
podcast slash show with CaseyHawkins and Chris Carolyn for, I
don't know, maybe maybe a couplemonths at this point where every
every weekday we meet, we talkabout the latest and greatest.
And I've been on this kick oftalking about how HubSpot is
(09:49):
quickly building a system whereI can shrink my tech stack. And
what I mean by that is like, isthere going to be a day where I
don't need Fathom and Avomabecause all my calls are coming
into HubSpot?
By the way, that's not thefeature I'm gonna talk about. I
I pay for another piece of thetech stack called Opus Clips.
And with HubSpot's latestrelease of something that I'm
(10:11):
gonna mention right here, I hadstart to ask myself, do I need
to pay for that anymore? Or canI just handle it inside of
HubSpot? What I'm referring to,and if you have not checked this
out, while you're sleeping onit, by all that is holy, when
you're done listening to this,go over to the HubSpot product
updates page and search for AIpowered video marketing
(10:33):
platform.
Ladies and gentlemen, videomarketing platform. The title
also goes on to say easy andfast video marketing. There's
the what is it, there's why itmatter. There's even a video
walkthrough where Ankur takesyou through it. I will also say
you could go to LinkedIn, maybeeven YouTube, and you could
search for this because ChrisCarolyn and Ankur and Amanda, I
(10:56):
think it was, did an unboxing ofthis.
But what I want you tounderstand 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 Iunderstand. But I wish there was
in the content navigationsomething that said video
platform to which when I clickedit, it at least took me to my
file manager with videos justfiltered by videos. But if you
(11:18):
go now into your file managerand you click on any of your
videos, you're going to see thatthere's an optimized tab which
allows you to now add a videotitle. It allows you to add
keywords.
By the way, there's also beingable to generate keywords via
AI. There's also SEOdescription, which you can
generate with AI. So now, therewas an update that we talked
(11:41):
about earlier this morning ormaybe late last week where SEO
metadata is going to beautomagically added to pages
that you create with the CMSwebsite or landing pages. And so
how is it automagically going tobe there? Because you now will
have these tools to be able toactually give it the
information.
Here's what's crazy though, youcan actually edit a thumbnail,
(12:04):
so you can change the frame,crop and resize, edit with Adobe
Express, replace or upload thethumbnail. But they even have
this thing where you can turn onchapters. Okay? I want you to
listen to this for a second. Youcan turn on chapters.
So now your HubSpot videos canhave chapters in them. And also
here's the other thing, becauseyou might be adding chapters
(12:25):
because there's also a publishto social button, which means
you can also publish it toYouTube. So you've got a
platform in HubSpot where youcan add chapters and then
publish to YouTube. Also, canpublish to Facebook and
LinkedIn, all your socials. Soin other words, you can now take
your videos and you can publishthem to social.
(12:46):
But here's the thing, you canclone and edit them, which means
then you can also make differentversions of them or remix them
into content. And when you'reremixing them, by the way, you
can take a 19 whatever and flipit to a 16 by nine to a nine by
16. In other words, you can nowmake vertical clips out of
(13:08):
horizontal videos. And what'scrazy is they even have in that
part of it where you can seethe, it's an editor, it's an
editor, like think of like adescript where you can like
remove pieces, you can showpauses. You can have like, it's
the captions area.
You can turn on closed captions.If you turn on closed captions,
(13:30):
now you have default styles. Youcan create a custom style. You
can put it at the bottom or thetop. You've got where you can
add your branding, which now allof sudden you can throw your
logo on the bottom right or thetop center.
And you've even got an areawhere you can like kind of build
this out as a template so thatyou can then use it as you move
forward. So like to say thatthere's a video editor in your
(13:53):
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 wason optimize right now. There's
performance, which means you cantrack the performance of any of
these videos that you'veactually put through this
process. So once you publishthem to social, now you can come
(14:15):
back to the video in your filemanager of HubSpot and see like
how it had been engaged with.There's also like a details
area.
And then if you created anyclips, you're gonna be able to
see the clip. Ladies andgentlemen, I'm just saying, do
not sleep on this. Like it is,if you have Content Hub, well,
actually, let me go back to theproduct update because it is for
(14:37):
a professional enterprisecustomer platform, content pro,
content enterprise, marketingpro, marketing enterprise,
service pro, service enterprise,you have this AI powered video
marketing platform that you needto check it out. Because by the
way, it's just the beginning andit already gets my applause. I'm
(15:03):
just saying.
Max Cohen (15:03):
Here's my question. How cool does video
Intro (15:06):
saying.
Max Cohen (15:06):
How cool does video need to get in HubSpot for them
to put it in the nav?
Liz Moorehead (15:13):
That's exactly going to change the nav again.
George B. Thomas (15:15):
Well, here's the thing. It is a beta. Right?
So you have to sign up for thebeta. So I can understand, like,
one of the things might be thatbecause they're limiting the
amount of people who are usingthe beta that maybe it's not
quite yet in the nav.
But I feel like, and this is whyI'm talking about it. I want
adoption to be so great that theteam sits back and goes, okay,
(15:39):
we need to double down on thisand add a bunch of features. And
then I look forward to the worldwhere the AI powered video
marketing platform and thepodcast tool merge. And it could
be video podcasts that you couldbe clipping and also then doing
audio. There's just a whole realinteresting rich media content
(16:03):
system that could be in our verynear future past what either of
these tools are separated atthis point.
What's yours, Liz?
Liz Moorehead (16:12):
Okay. So I think we've all learned by now over
the years that I don't fall downthe super nerdy deep well of
HubSpot.
Max Cohen (16:21):
But I
Liz Moorehead (16:22):
also like to think that means I am an
ambassador or an avatar, so tospeak, for those marketers who
are just trying to do the job,just trying to have like like,
can HubSpot be HubSpot? And thenwe just have Chad's and Max's
and Georges who'd like talkabout data model builders and
things like that becauseeverything she's discussed.
Chad Hohn (16:42):
For the listeners, she's visibly got the heebie
jeebies and the antsy pantsies.
Liz Moorehead (16:47):
I do. Okay. I listen to all of the very smart
things you guys have been sayingfor the past fifteen, twenty
minutes. I'm like, yes. Yes.
I know some of these words.Right? And that brings me to a
tiny, tiny update that made meincredibly happy. Now, as you
know, HubSpot often experimentswith the UI of building their
(17:11):
most basic things. For example,landing pages, or in the case of
what I'm about to talk aboutworkflows.
Now, workflows back in the dayused to be super simple, right?
You now granted simple to thepoint if you could cause mass
destruction because you don'tknow what you're building. But
you could just go in, pick alittle action and get to work.
(17:36):
And then a while back, theyrolled out a workflow experience
that even for me and I it'sweird, right? Like, I'm not the
deep down the well nerd like youguys.
And I say nerd with love. It isan affectionate term.
George B. Thomas (17:51):
Thank you. Thank you.
Liz Moorehead (17:52):
And I understand things like contacts, deals,
conversations, quotes and thingslike that. But they made it so
you had to, using theirlanguage, make decisions before
you could do anything else. Youcould no longer just kind of
dove in. Right. You had to pick.
Is it contact based? Is itcompany based? Is it deal based?
Is ticket based? And it's like,I'm not that's not how I'm
(18:15):
natively thinking as a user.
That's forcing me into a moretechnical object based mindset
rather than the more humanintuitive way of doing it. So a
while ago, they rolled out abeta where it seems they were
kind of like, hey, our bad,we're going to take some of this
(18:37):
back a little bit. And you nowdon't have to do some of that
weird like, what is it companyor is it deal? Which on its face
to, I think a lot of people whoare more familiar with the
technical side of it, that is avery easy choice. But if you're
building a sales workflow or amarketing workflow, you may not
be sure which property you'resupposed to be leaning into, and
(18:59):
that can create a lot ofproblems.
So instead, you're allowed to goback into the workflow builder
where you can browse possibleworkflow triggers instead of
having to natively understandwhat it is that you already
want. So they didn't take itback where it's just like it's a
free for all guys. You couldjust do looping workflow forever
(19:21):
and have no idea why anythingdoes what it does. But instead,
I felt like they brought it backto a much more intuitive place
where you don't have to have allthe answers perfectly in your
head. Right.
Yeah. You have the ability tobrowse what is possible without
knowing which door to open.
George B. Thomas (19:39):
Yeah. There there are people who totally
agree with you, Liz. And then ifyou go to LinkedIn, there are
people who if I could sum uptheir, post on LinkedIn about
this feature, I would sum it upas Brother, that's what they're
saying. Like, they they areMhmm.
Liz Moorehead (20:01):
I get it. Happy. I can understand that.
George B. Thomas (20:05):
Yeah. Yeah.
Liz Moorehead (20:06):
But, like, look. First of all, anytime HubSpot
rolls out a change of any kindYeah.
Chad Hohn (20:10):
Right.
Liz Moorehead (20:11):
We're gonna get some LinkedIn broachery about
the five ways I learned my lifeas a miserable hellscape because
of HubSpot. Right? Like sohere's what I'm gonna say to
this. You have to remember thepeople who are actually doing
the tactical day to dayexecution of workflows.
George B. Thomas (20:27):
Yeah,
Liz Moorehead (20:27):
probably are pretty happy. Like they had that
they had that choose your ownadventure pick. Is it a company?
Is it a deal? And they had thatfor a really long time.
And no matter again, not a nerd,but I'm a smart marketer. And
even that, I still have to doway too much thinking just to
get to the workflow buildingstage.
Max Cohen (20:47):
Yeah. And I'm not saying that. Here's the other
thing. They can they can hit theskip button and just pick the
object. That's the other thing.
Yeah. Know, what a lot of peopledon't know is, like, if you just
scroll down at the bottom, itsays skip and, like, pick object
or something. And then it's theold experience. Right? You know,
(21:08):
the difference is if you pickthe wrong object, you don't no
longer have to hit back anddelete the workflow and then
create another one and thenselect the object.
Right? So it's a little moreforgiving. But, yeah, guys, just
hit skip. It's okay.
Chad Hohn (21:23):
Yeah. It's fine. Yeah.
Liz Moorehead (21:24):
Now here's the
George B. Thomas (21:25):
other thing. People who were
Chad Hohn (21:26):
the negative
George B. Thomas (21:27):
Nancy about
Liz Moorehead (21:27):
this. Yeah. This was in beta for months, and they
gathered from a few thousandpeople who participated
feedback. This isn't just abunch of HubSpotters twirling
little orange sprockets on theirfingers, wondering how they can
make your life more miserable.They listened to the community.
(21:48):
And that's why I'm going to echosomething Georgia said many,
many times. But some of youdon't listen. You wait for
product updates to roll out whenyou were given the option to
participate in the beta and youdid not opt in. So
George B. Thomas (22:02):
I feel like I I say it in a nice way though.
Max Cohen (22:05):
I will say I hit skip every time because my brain
doesn't work that way. Like, mymy brain goes, I want because
because like I have a intenselyclear understanding of, like,
how a workflow works. Like anobject 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, Iwould like to enroll object when
(22:29):
something and then trigger.
Right? So in my brain, it'salways like object first,
trigger second versus triggerfirst 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 (22:43):
well, here's here's what I have to show.
Max Cohen (22:45):
Shows my object.
George B. Thomas (22:46):
Yeah. Well, here's what I think it's solving
for is you've got to realizethat there's so many users out
there that don't know theplethora of actions. Yeah. Mhmm.
That they have at theirfingertips.
So if you don't make them choosean object, then they can see,
oh, wait, there's a thing thatworks with ClickUp or, wait,
there's a thing that works with,oh, well, what what I'm missing
(23:09):
with object? Oh, so it needs tobe that object. Okay. And so
Chad Hohn (23:14):
People aren't exploring all of the they don't
just, like for me, I just in anew portal, just to see
sometimes what's connected, I'lljust go create a blank workflow
for every object type to seewhat kind of stuff they have
integrated that has actions thatI can leverage so I can store
that in the back of the oldbrain wallet for later use.
Right?
Liz Moorehead (23:34):
I know.
George B. Thomas (23:35):
Not everybody not everybody does that for
their brain wallet.
Chad Hohn (23:37):
No. Nobody like, I mean, I can't imagine anybody
wanting to, like, you knowunless they're just, like,
really wanna know the things forthe sake of knowing the things.
Right?
Max Cohen (23:48):
Yeah. Max,
Chad Hohn (23:49):
The workflow,
Max Cohen (23:50):
other thing too, the other thing too is like people
are still just so hung up oncontact workflows. It's kind of
like the defacto workflow thatlike, they don't even like think
to do stuff with the otherobjects. Right? Yeah. Like, I
can't even believe we're stillthere.
Right? Yeah. Yeah. Hopefullythis will get people to like
(24:10):
kind of understand the power ofworkflows first versus like
never seeing something that theycan do just because they're so
stuck in their ways of usingparticular objects all the time.
Liz Moorehead (24:19):
Exactly. Like for me, when I looked at that
change, the thing that it reallysaid to me is that instead of
showing up feeling like there'sa barrier to knowledge that I
can't get over. I now have thecapacity to use the tool in a
more intuitive way while alsohaving more of a gateway to
explore what is possible withthis tool. Because, Max, you
(24:41):
made an incredible point there.I think some people will still
think like, oh, it's contactworkflows.
What other object? Right. Likethere. I think that is a lot of
the ways that people processthese things. They have a very
one dimensional viewpoint ofwhat automation can do.
Max, let's stay with you. Oh.What's your next one, Bobby?
Max Cohen (25:02):
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 abouthaving to go all sorts of places
to update a property. Right?
But that was more illustratingyou have to go through all sorts
(25:23):
of places to update anythingabout an object or a data schema
or like whatever. Right? But thebut the move the the move that I
hate the most or like the theoops, I did it again thing that
I hate the most is when you'relooking at an index page and
you're like, oh man, I reallyneed a property. Then so you
(25:44):
have to do the whole navigateaway song and dance.
Chad Hohn (25:47):
You do the whole song and dance.
Max Cohen (25:48):
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 indexpage and you go edit your
columns and you bring that bringthat property on there. And then
you're like, oh, shit. I neededanother one. And you go, I got
to go do that again.
Like, it's the worst, it's like,man, I should have just hit save
(26:12):
and create another, but no, Icame back here and I looked at
it and I realized I needed moredebt. And you do that whole
thing. So now you are able toliterally add a column on an
index page and create a propertywithout leaving the index page.
Right? So it brings up littleright sidebar panel slide out
(26:33):
menu.
Can create your property, right?And you're done. You're not
navigating away through othermenus. You're not wishing you
did it twice when you werethere. You literally can just do
it right from the index page,which is like an enormous
quality of life increase foranyone setting up their data
structures, but, like, like todo it through the context of,
(26:55):
alright.
I'm creating a bunch of views.Here's the information that we
want. It's very into, like, thesort of experience you have when
you're using, like, an Airtableor a Notion and you're building
database and you're like, oh, Ishould have a property for their
favorite ice cream with flavor,whatever. And you could just do
it right there instead of havingto go through this journey of
interfaces to go like do it andthen come right back to it.
(27:17):
Right?
So I really kind of like how,you
George B. Thomas (27:21):
know
Max Cohen (27:21):
what it's almost like? It's almost like they're
putting the spreadsheet backinto the index page a little
bit. Right? Like we all got awayfrom the spreadsheet, gotten to
the CRM, but like in aspreadsheet, you can add a
column and that's not a problemin HubSpot. That was yeah.
It was a whole things Right? GetAnd just so everyone knows, like
(27:41):
this comes from they starteddoing this with company records
because of like the theenrichment stuff and smart
properties and things like that.Right? Where you could basically
create a property kinda like youcould do on a clay table. Right?
That would like pull ininformation that it's great from
the internet or whatever andpopulate it. Right? But now they
(28:03):
took that experience and theyapplied it to general property
creation and they put it acrosseverything and life's gonna be
way easier now.
George B. Thomas (28:12):
Yeah. And if you're wondering right now, two
things. One, does Max get paidby every company he mentions on
the podcast? No.
Max Cohen (28:19):
No. Just the one that I wear the hat for.
George B. Thomas (28:21):
Yeah. The one he wears the hat for, which
makes him very happily, that heworks there. But also, Max, the
second question they might haveis, because you brought up ice
cream, and I can't move forwarduntil I ask this question. What
is your favorite ice cream, Max?
Max Cohen (28:35):
Dude, how much time do we have? I I'll be honest.
I'm a sucker for a saltedcaramel anything
George B. Thomas (28:43):
Oh, yeah.
Max Cohen (28:44):
Lately. Yeah. Like salted caramel is just crazy.
Oh, wait. No.
No. Hold on. I'm lying. Hold on.
Chad Hohn (28:49):
I'm lying.
Max Cohen (28:49):
Hold on. I'm lying. Yes. I like that. I'm going to
just say this.
And I think I've said this outloud on the podcast before, but
in case I haven't, until you'vetaken vanilla ice cream and
mixed in a giant scoop of, like,jiffy peanut butter, you haven't
lived.
George B. Thomas (29:04):
Oh, I haven't lived
Max Cohen (29:06):
vanilla ice cream with peanut butter.
George B. Thomas (29:09):
So not Skippy. It's gotta be Jiffy.
Max Cohen (29:11):
It could be a Skippy. It can it can even be a Teddy.
Liz Moorehead (29:15):
Kosei. It's super good.
Max Cohen (29:17):
Kosei. Yeah. Just just get your bowl of vanilla
ice cream. Take a scoop ofpeanut butter. Mix that shit in
there.
You will get, like, risk painfrom doing it. But, man, that
you you won't ever have betterice cream in your home.
Chad Hohn (29:31):
Cold and, like, just impossible to Alright.
Liz Moorehead (29:33):
Guys, love you all.
Chad Hohn (29:34):
Been flexible.
Liz Moorehead (29:35):
I love
George B. Thomas (29:35):
you all.
Liz Moorehead (29:36):
She's I love you all.
Max Cohen (29:37):
God. She's like, shut up. Let's see.
Liz Moorehead (29:40):
Chad. Big summer blowout.
Max Cohen (29:42):
Ice cream mixed with peanut butter.
George B. Thomas (29:44):
Yeah. Oh, yeah. Oh,
Chad Hohn (29:47):
it's so good, dude. Alright. Yeah. So I felt like I
had some sort of response toMax. We got derailed by peanut
butter.
Thanks, peanut butter, for beingwonderful.
Max Cohen (30:00):
Alright.
Chad Hohn (30:02):
So my next one is, just datasets in general are
absolutely phenomenal. And thenew addition of being able to
add your own external datasource via a CSV to be able to
create complex calculations,including external data for your
reporting purposes, isphenomenal. And I'm excited for
(30:25):
the next logical iteration,which I have no concrete
information, but some hunchesthat 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
(30:46):
data store is, like the HubSpotreporting data stores, like, on
a fifteen minute cycle orsomething. Right? So that sheet
is updated however you updatethat sheet, whoever's using that
sheet, and then you can refreshthat data store.
I would imagine is the nextlogical iteration for that to go
so you don't have to, like,manually massage a CSV and
(31:08):
upload it or export your sheetand put it into a CSV and upload
it. Because being able to createthose calculations at the
dataset level really unlockreporting that was never
possible before in the firstplace in HubSpot. And with the
external data, it allows you tostart they're starting to go
(31:31):
down more the, you know, Tableaulevel report because you have
multiple external data, datapoints that you'll be able to
report on. And so this is thevery putting the toe in the
water of being able to haveHubSpot truly even be the
reporting centric, you know,location for all of your your
(31:53):
data management and reporting.Very cool.
So, that's not out yet. I Idon't have any, like, special
secret things from anybodysaying that it will be out. It's
Heard. I heard I heard rumblingsfrom some people. So that's but
I have no concrete anything.
George B. Thomas (32:10):
Yeah. I like that. I like it'll be
interesting.
Chad Hohn (32:14):
Yes. If it if it does come to pass and it does stay on
the road map and it does getreleased, that will be
phenomenal.
George B. Thomas (32:22):
Yeah. Love it. Yeah. So my next one doesn't tie
to anything that I said beforebecause my next one is the
prospecting agent. Theprospecting agent is super dope
and I'll tell you why I thinkit's dope.
One, right now I'm running thesemi autonomous, meaning it'll
(32:46):
create the prospects. It'll
Chad Hohn (32:48):
load it
George B. Thomas (32:49):
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 touse this as a sledgehammer, but
you can use it as a scalpel. Soimagine like certain forms. Want
to have this type of likeprospect and these other forms.
(33:11):
It might be this prospect.
And especially if you're usingsomething like multiple brands
or multiple domains inside of aHubSpot portal, this gets real
interesting. So like for us, wemight have a, you know, Paul,
the prospect or for psychicstrategies, but then we might
have somebody completelydifferent for anybody coming to
georgebthomas.com. And so justthe the understanding of having
those selling profiles, havingthe ability to add exclusions of
(33:36):
like what you don't want. Butthen here's what I'll what I'll
say is really fun, too, is as Igo through some of these emails
that it's creating, which, bythe way, when I say emails, I
literally mean templates, whichalso I mean it's creating three,
which also I means it's going toa sequence. And also, then need
to say, by the way, did you knowsequences now has updated data
of what it's actually reportingon?
(33:57):
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 thatthere's new reporting to that.
So it all falls in line whereit's like these templates in the
sequence and it's this threepart series. But here's what's
fun is even if I decide I don'twant to prospect to that person,
the emails are like, I'm findingthem to be uber valuable. For
(34:21):
instance, I looked at onebecause a Hub employee had
emailed me about somethingtotally not related to anything
that I could ever sell them, butit was inside that email that I
was looking through the threeemails and all a sudden I
realized that they had acquireda company that I didn't know
they had acquired, to which thenI went and checked out that
company to understand where inthe heck HubSpot might be going
(34:44):
with some of their new AI stuff.So, like, it's bringing relevant
information to you even ifyou're not gonna prospect based
on conversations that you'rehaving in your CRM.
If anybody is watching thisepisode, these freaking jerkies
Liz Moorehead (34:59):
Is everything okay, George? What's up?
George B. Thomas (35:01):
Everything's fine. What I want everybody to
realize is how well I continueto talk about my update That was
all of the shenanigans that werehappening inside of this video.
Liz Moorehead (35:10):
Once, we will shenanigan, George. Never forget
that.
George B. Thomas (35:13):
Gosh. It's like it's like making a podcast
with my kids or something for ahot minute here. You showed us.
I did. I did.
So that so that's mine.Prospecting Prospecting agent
agent is is my my second secondone. Liz, what about you?
Liz Moorehead (35:25):
Well, I I'm the last one to go, and it's not
exciting to a lot of people, butit's exciting to me. I didn't
realize this wasn't alreadypossible. I had a moment of are
you serious?
George B. Thomas (35:38):
Yeah.
Liz Moorehead (35:39):
Just absolute joy, particularly given if you
listen to last week's episodewhere we talked extensively
about the HubSpot service hubknowledge base. You can now add
knowledge based articles andfeedback surveys to your
campaigns, which is a huge deal.That is a huge deal. It took a
(36:01):
long time, many, many years toget people to realize marketing
and sales were on the same sidechasing the same goal. But they
kind of kept that other third ofthe flywheel still on its own
little island.
That service aspect, that thatpiece of the puzzle owned by
service teams once somebody isalready signed on the dotted
(36:22):
line. So I love this idea thatcampaigns can be thought of more
holistically around the entirejourney or experience your
customer will ever have withyou. And I just I love that. And
I also wonder what kind of newcampaigns will this make
possible. Right.
(36:42):
Like, that's why I looked atthis. 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 (36:49):
Yeah. Well, that's amazing. Being able to support
your team. Yeah. And yeah.
George B. Thomas (36:55):
Well, and And I think there's a couple of
things here, right? I think youcan start to have standalone
service campaigns. You can havestandalone sales campaigns. You
can have standalone marketingcampaigns. Or you can literally
strategize around somedirections in your business and
be like, oh wait, you mean wecan now use campaigns to have a
(37:17):
three sixty degree view ofreporting based on like a
direction that we're headed asan organization.
And we can go into that campaignand see how revenue dollars and
budget associate to it as well.I'm okay. Sign me up. Like
Liz Moorehead (37:31):
Max, you're
George B. Thomas (37:32):
on mute.
Liz Moorehead (37:32):
Just
George B. Thomas (37:33):
just saying.
Max Cohen (37:34):
I was gonna say it's also a hell of a way to manage
product releases, like newreleases for something. Right?
Because think about it. Becausecan't you also associate
behavior of our custom act orcustom Custom events.
Chad Hohn (37:45):
They call them.
Max Cohen (37:46):
You associate custom events to campaigns. Right?
Okay. Cool. Yeah.
Ready? So you're a SaaS company.Your product has a new feature,
right? Go create a custom eventthat says when a user has used
that new feature, right?Associate that to the campaign.
Take the knowledge base articleyou wrote on how that feature
works associated to thecampaign. Take the blog post
(38:08):
that is housing the, I don'tknow, release notes or like
explanation of the new featureassociated to the campaign. Go
give, you know, take a look atthe people who have like
completed the use of that newfeature, right? By that custom
event, send them a specificsurvey, ask them how they think
of that feature. Right?
And then tie those surveys backto the campaign. Right? Like
(38:32):
it's honestly incredible whatyou can do with it now. Right?
And yeah, I mean, now we justgot to let you they got to just
let you associate any object youwant to the campaign.
So at this point, but I have atheory they won't because then
it's just going to be just likethe Salesforce campaigns tool.
It won't add a lot more valuelike it already does, but that's
a conversation for a differentday.
Liz Moorehead (38:53):
I love that. Yeah. Well, we have come to the
end of our journey. I'm alsogonna say nobody in the audience
will know this. We got throughall of that, including
derailings about ice cream Yeah.
Crazy. With a minute to spare.
George B. Thomas (39:07):
George fact that you called ice cream a
derailing saddens me, but okay.Okay. Look,
Liz Moorehead (39:13):
somebody's gotta keep you kids in line. Now do I
also now want a giant bowl ofpistachio ice cream? 1000%. That
is my problem, not your problem.George Yeah.
Take us home. What's one thingyou want folks to keep in mind
from from today?
George B. Thomas (39:25):
From today, I would want you to figure out if
you even know what your favoritetool is. Also, would want you to
be like, wow, what did I learnnew today? And what could I
learn if I actually went over tothe product updates on a daily
or weekly basis and took fifteento thirty minutes to dive in on
all the new stuff that HubSpotis building. Because if you
(39:47):
actively engage, you find thatyou're not always so
overwhelmed.
Max Cohen (39:52):
Also watch the Monday morning briefing with me and
Kyle every Monday at 10:30AMEastern Standard Okay,
George B. Thomas (39:59):
hub heroes. We've reached the end of another
episode. Will Lord Lack continueto loom over the community, or
will we be able to defeat him inthe next episode of the Hub
Heroes podcast? Make sure youtune in and find out in the next
episode. Make sure you head overto the hubheroes.com to get the
latest episodes and become partof the league of heroes.
(40:22):
FYI, if you're part of theleague of heroes, you'll get the
show notes right in your inboxand they come with some hidden
power up potential as well. Makesure you share this podcast with
a friend. Leave a review if youlike what you're listening to
and use the hashtag hashtag hubheroes podcast on any of the
socials and let us know whatstrategy conversation you'd like
(40:44):
to listen into next. Until nexttime, when we meet and combine
our forces, remember to be ahappy, helpful, humble human,
and of course, be looking for away to be someone's hero.
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