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Carrie Gallagher

Independent HubSpot Consultant & Solutions Partner

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September 16, 2026 By Carrie Gallagher

HubSpot’s Self-Updating CRM: What the New Breeze Assistant Means for Sales Teams

One of the most persistent challenges I encounter as a HubSpot consultant is getting accurate, complete information into the CRM.

Salespeople are busy. They have meetings, phone calls, emails, and follow-up tasks competing for their attention.

Updating contact records and deal stages isn’t always their first priority.

The result is familiar: missing notes, outdated deal information, incomplete contact records, and managers who can’t fully trust their pipeline reports.

At UNBOUND 2026, HubSpot introduced its vision for addressing this problem with a self-updating CRM and a rebuilt Breeze Assistant.

The announcement is about more than eliminating manual data entry. It’s about making the CRM a more active part of how sales teams work.

[Read more…] about HubSpot’s Self-Updating CRM: What the New Breeze Assistant Means for Sales Teams

Filed Under: Artificial Intelligence, HubSpot, HubSpot Feature Releases, UNBOUND 2026

September 16, 2026 By Carrie Gallagher

HubSpot’s New Marketing Studio Brings AI Search, Campaign Planning, and Execution Together

One of the marketing announcements that caught my attention during HubSpot’s UNBOUND 2026 keynote was the introduction of the new Marketing Studio.

As businesses adjust to changes in search behavior, marketing teams are facing a difficult challenge: figuring out how to maintain visibility, generate demand, and demonstrate results as AI changes the way people discover products and services.

HubSpot’s new Marketing Studio is designed to bring those activities together, from identifying opportunities to planning, creating, launching, and measuring campaigns.

And there’s a particularly interesting connection to AI search visibility.

[Read more…] about HubSpot’s New Marketing Studio Brings AI Search, Campaign Planning, and Execution Together

Filed Under: Artificial Intelligence, HubSpot, HubSpot Feature Releases, UNBOUND 2026

September 16, 2026 By Carrie Gallagher

HubSpot Custom Events No Longer Need a CRM Record. Here’s Why That Matters.

How a new HubSpot automation capability can connect external systems, streamline operations, and help teams respond faster.

HubSpot has introduced an update to custom events that opens up new possibilities for businesses using multiple systems to manage their operations.

As of September 15, 2026, custom events can be created without being associated with a CRM record. Previously, every custom event needed to be tied to an object, such as a contact, company, deal, or ticket.

With this update, businesses can use events occurring outside their CRM to trigger automation in HubSpot’s new agentic automation builder, even when those events aren’t associated with a particular customer.

That might sound like a small technical change, but it has some interesting practical applications.

[Read more…] about HubSpot Custom Events No Longer Need a CRM Record. Here’s Why That Matters.

Filed Under: HubSpot, HubSpot Feature Releases, HubSpot Product Updates

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 there are plenty of situations where that can solve a very real CRM problem.

[Read more…] about HubSpot’s Customizable CRM Record Title Cards Are a Small Change With a Big Impact

Filed Under: HubSpot, HubSpot Feature Releases, HubSpot Product Updates

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.

[Read more…] about Case Study: Using HubSpot to Make Telecom Serviceability Data Useful for Sales and Marketing

Filed Under: Consultant Case Studies, HubSpot

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