HubShots Episode 315: HubSpot Updates that Matter

Welcome to HubShots Episode 315: HubSpot Updates that Matter   

Helping navigate the overwhelm

This edition we dive into:

• The Overwhelm Problem
• Our new HubShots Community course
• Our top HubSpot updates this year:
  • Buyer Intent Tool
  • HubSpot Meeting Recorder
  • Customer Agent
  • Company Research Agent
  • Deal Loss Agent
  • Smart Properties

How to consume HubShots:

• You can watch this episode on the HubShots YouTube channel
• We’re also available on Spotify or Soundcloud or Apple podcasts if that’s easier for you
• Full show notes for all episodes are available on our website

Did a colleague forward this episode to you? Sign up here to get yours every Friday. 

Recommended Resources:

• Have you downloaded the latest version of the HubShots Framework yet? (It’s your 5-Stage plan for getting the most out of HubSpot).
• Have you signed up for our HubShots Daily Tip (a quick HubSpot tip or reminder in your inbox everyday)?
• Have you joined our HubShots Community (concentrated courses covering real world HubSpot scenarios)?

Watch on YouTube:

Recorded: Friday 17 October 2025 | Published: Friday 24 October 2025

🌱 Shot 1: Growth Thought of the Week

Get Help with your HubSpot Updates & Betas

We can help you make sense of all the HubSpot updates:

• HubSpot Updates that Matter Course in our Skool Community 
• Book in a tailored HubSpot Updates that Matter session
• Book in time with Ian or Craig - HubShots QuickCheck

✨ Shot 2: Thought of the Week

HubSpot Credits

Users are - understandably - wary of getting caught by huge credits usage, and unexpected charges.

Thankfully, HubSpot has thought carefully about the controls that users can place on credits.

We recommend setting your HubShot Credits overage setting to Pay-as-you-go by default, and only switching to Auto upgrade once you are clear on what your usage is likely to be:

In addition to managing credits, you can also easily see the breakdown of where your credits are being consumed:

Initially, when many of the features are in beta, you will likely see 0 usage consumption, but keep on eye on this. As agents leave beta they will start consuming credits.

Note: Enrichment is now included in paid plans, so that will always be 0 from now on.

More details in this HubSpot knowledge base article.

🚀 Shot 3: Update Overwhelm

So many updates, so little time…

You’ve likely seen how many updates and betas HubSpot is constantly releasing - there are literally hundreds of current beta features to enable and try:

With that in mind we’ve been running sessions helping customers find the top 3 to 5 betas to focus on at any one time.

And out of all those update sessions we’ve been running, there’s been a few key updates that almost everyone has embraced.

In this episode we’re going to walk you through the Top 6 HubSpot Updates of the past few months.

Our Top Updates this year so far are:

• Buyer Intent Tool
• HubSpot Meeting Recorder
• Customer Agent
• Company Research Agent 
• Deal Loss Agent 
• Smart Properties 

And of course:

• Contact and Company Enrichment now ‘included’ 

Let’s dive into each one in detail.

💰 Shot 4: Buyer Intent Tool

This is my favourite tool of the year.

See our complete walkthrough in the HubShots Community Course here.

A few months back we recorded a quick overview video. Since then it has continued to improve.

The Buyer Intent tool gives you a list of the companies who are visiting your website(s).

You can filter these by various criteria including:

• Timeframes (eg last 7 days)
• Intent (eg visiting specific pages such as Pricing)
• Target Markets (eg location, size, revenue)
• Existing company segments (ie lists)
• Whether they already existing in your CRM or not

These filters can be saved into Saved Views, and daily email digests of the filtered list of visiting companies can be automatically emailed.

There’s a bunch of other options as well:

• Auto add new companies into the CRM
• Set up Signals (eg job changes, company news, funding announcements) - note: this consumes Credits
• Research intent (eg if the company is researching specific topics)

The Buyer Intent tool will work on any website that you have the HubSpot tracking code on (ie you can add it to a WordPress site). HubSpot hosted sites (ie via Content Hub) have this by default.

👨‍🔧 Shot 5: HubSpot Meeting Recorder / Sales Meeting Notetaker

This is version 1 of the meeting recorder tool.  But I can see they are headed for tools like Fathom, Avoma and the like.

You need to have a Sales Professional or Sales Enterprise seat for this.

Note: Sales Meeting Notetaker is currently in beta and doesn’t use HubSpot Credits. In the future, it may require HubSpot Credits.

Note: you may need to check your Call Setup settings as well, and enable Recording and Transcription options: 

In-Person Meeting Notetaker [iOS only]

The In-Person AI Meeting Notetaker is something you can use in face-to-face meetings. You can now capture real-time voice transcriptions through the HubSpot mobile app, automatically generating post-meeting summaries and emailing them to all meeting participants. 

What is interesting is that to alleviate privacy concerns, meeting captures are automatically deleted once summarisation is complete.

📚 Shot 6: Customer Agent 

Have a look at this in our Skool community

This is available to all.  Need to have HubSpot Credits for its use.  Note that a 100 credits per conversation.

If you are in Australia, it costs about AUD $1.40 per conversation versus $3–6 for a human agent. That is a possible saving, plus 24/7 availability.

We have been setting up and using this across customers. This one is live and working.  

What we love is the ability to test it and improve the response.  It remembers context in the chat and is able to tie it back to other questions.

What we are always excited to see are the knowledge gaps that we can address!

💡Shot 7: Company Research Agent

As the name suggests this agent will conduct research based on a company name or domain name.

Very handy for sales reps preparing for a meeting with a prospect. Here’s an example of the research for our HubShots domain:

Note that this agent (like many) can have a trigger configured to run automatically (eg if a contact books in a meeting, run the company research agent and put the findings into a note against the contact.

🏪 Shot 8: Deal Loss Agent

We have a full walkthrough in our HubShots Community course here.

See also our conversation last episode where we chat through how the Deal Loss Agent fits in with Loop Marketing.

Looks like the first 50+ deals get looked at:

What we do like is this:

What we do like is this:

🔥 Shot 9: Smart Properties

We have a detailed walkthrough of an example of Smart Properties in our HubShots Community course here.

Smart Properties are a powerful new type of property that allows you to keep your HubSpot upto date.

The two examples we share look at call transcripts and the company domain.  Here are the other options for smart properties and it will only get better over time.

🎓 Shot 10: Training of the Week

Updates that Matter Course 

You can access the full course content in our HubShots Community (join the waitlist here). 

💪 Shot 11: Have You Signed Up for the HubSpot's Daily Tip?

A quick HubSpot tip or reminder every day in your Inbox

Would a quick HubSpot related tip in your inbox every day be useful? If so, sign up here.

🏋️ Shot 12: Have You Downloaded The HubShots Framework?

HubShots Framework Poster

Download a copy of the HubShots Framework A3 PDF poster (recently updated with colour coding and more). 

🧲 Shot 13: Follow Us on the Socials

Connect with HubShots here: 

• HubShots YouTube channel 
• HubShots Spotify channel 
• HubShots iTunes
• HubShots Facebook group 
• HubShots Twitter 
• HubShots Twitter Show Notes
• HubShots Instagram 
• HubShots LinkedIn 
• HubShots Threads

Connect with Ian Jacob on LinkedIn and Craig Bailey on LinkedIn plus check out his personal YouTube channel.

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN and XEN Create. 

HubShots is produced by Christopher Mottram from Podcastily.

We record using Riverside.fm (<= affiliate link)

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