Carrie Gallagher | HubSpot Consultant & Solutions Partner – Blog Articles

Carrie Gallagher is an independent HubSpot consultant and Solutions Partner providing strategic and hands-on HubSpot consulting for marketing and sales teams. Her work spans CRM architecture, automation, reporting, sales processes, integrations, onboarding, and long-term HubSpot optimization.

About Carrie Gallagher

September 6, 2026 By Carrie Gallagher

HubSpot’s Customizable CRM Record Title Cards Are a Small Change With a Big Impact

HubSpot has rolled out a new public beta that lets admins customize the title card at the top of CRM records, and I think this is one of those seemingly small updates that is going to make a meaningful difference for teams with more customized HubSpot portals.

Until now, HubSpot determined which properties appeared in that prominent area at the top of a record. You could customize the cards underneath it, but the title area itself was largely fixed.

With the Customizable Title Card on CRM Records beta, admins can now add up to five custom properties to that space, so the information your team cares about most can be visible immediately.

And I already have a client use case that demonstrates exactly why this matters.

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August 20, 2026 By Carrie Gallagher

Case Study: Using HubSpot to Make Telecom Serviceability Data Useful for Sales and Marketing

One of my favorite things to do in HubSpot is take information that already exists somewhere in a business and figure out how to make it useful inside the CRM.

That’s exactly what happened with one of my telecommunications clients.

The challenge

For a fiber internet provider, knowing someone’s address is vital but it isn’t enough.

The important questions are: Can we provide service at that address? If not, when will we be able to? And if they’re already a customer, what services do they have?

The company had this information in its external billing system, but it wasn’t always available on the corresponding company records in HubSpot.

That created a pretty significant limitation.

Marketing might have a company record with a perfectly good street address but not know whether that address was currently serviceable or when service was expected to become available.

Sales had the same problem. Someone looking at a record in HubSpot couldn’t necessarily tell what was happening at that location without looking elsewhere.

The data existed.

We just needed HubSpot to understand it.

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August 18, 2026 By Carrie Gallagher

HubSpot Revenue Agent: Why This New AI-Powered Collections Tool Matters

HubSpot has introduced a new beta that I think could be one of the more meaningful applications of AI inside the CRM for finance teams: Revenue Agent.

Revenue Agent is HubSpot’s new accounts receivable agent. It works across your open invoice portfolio, monitors which invoices need attention, creates personalized collections plans, sends reminders, listens for customer replies and invoice changes, and recommends or takes next steps throughout the collections process.

What makes this particularly interesting is that you do not have to invoice from HubSpot to use it.

If you use QuickBooks, your invoices can sync into HubSpot and Revenue Agent can manage collections against them. HubSpot also supports custom integrations with other accounting and billing systems, so the agent can work across invoices that originate outside of HubSpot as well.

As a HubSpot consultant, I think that’s a very important part of this update.

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August 11, 2026 By Carrie Gallagher

HubSpot’s New Scheduled Prompts Make Breeze Assistant Much More Useful

HubSpot recently rolled out a new Breeze Assistant feature that I think is much more important than it might initially sound: Scheduled Prompts.

Until now, Breeze Assistant has mostly been reactive. You open it, ask a question, and it gives you an answer.

With Scheduled Prompts, you can now tell Breeze to run that prompt automatically on a recurring schedule, whether that’s daily, weekly, monthly, or annually. The result will be waiting for you in your Breeze Assistant chat list when you log into HubSpot.

As a HubSpot consultant, I think this is a pretty significant step forward in how companies can actually incorporate AI into their day-to-day operations.

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July 12, 2026 By Carrie Gallagher

HubSpot’s ChatGPT Ads Integration Could Be One of Its Most Important Advertising Updates

HubSpot is testing a new integration that allows marketers to connect a ChatGPT Ads account to HubSpot, create campaigns, review performance, track revenue, and automate follow-up alongside their other advertising channels.

The feature is currently in beta, so HubSpot customers must request access before they can begin using it.

As a HubSpot consultant, I think this is an important update for reasons that go well beyond convenience. It has the potential to connect one of the newest digital advertising channels directly to the CRM, where businesses can evaluate whether their advertising is actually generating contacts, customers, and revenue.

That is much more valuable than simply seeing clicks and impressions in another advertising dashboard.

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