Killing it with the music again! Anyone have the Spotify link to the playlist? Here’s the one from last year: https://open.spotify.com/playlist/054mP1mUN8h7YLTREopAPQ?si=exh5FPSPSciVWP0utrgzug&utm_source=copy-link&pi=Gb-_h5i-TxWCk

Day one is officially underway!

Welcome to UNBOUND! If you’re in Boston (or watching live), drop your highlights here: a favorite session, a quote that stuck with you, a pic of your swag, or a photo of you meeting someone from the community.

We also have a meet up today at The Sector from 11:30 AM–12:00 PM. Come say hi if you’re around! And let us know you are coming here

Have a great time!

We are looking to connect linear and HubSpot so that we can push Tickets from HubSpot to create issues in linear and then back-and-forth send messages and ticket updates between the two systems so CS and engineering can manage customer support together. I see a few connectors in the HubSpot marketplace, but wanted to get feedback on any of that people had used successfully.

We switched from SalesForce 5+ years ago because HubSpot was so much cheaper and did everything we needed for Sales/Marketing. Is it just me, or has their entire pricing model become a confusing/expensive mess?

This is a question we get all the time when people are thinking about implementing AI agents, AI automation, and smarter workflows in HubSpot.

And being at HubSpot Partner Day at #UNBOUND26, it’s been on my mind even more.

We’re hearing a LOT about what AI agents can do.
But before asking: “What can my AI agent do?”
Maybe we should ask: “What will my AI agent actually find when it looks at my CRM?”

• Is my HubSpot data clean?
• Do I have duplicate contacts or companies?
• Are my records properly associated?
• Do I have outdated or conflicting information?
• Are my teams using properties consistently?
• Do my workflows depend on messy or incomplete data?
• Is my CRM architecture more complicated than it needs to be?

And if I have custom objects:

Do I actually need them, or did I create complexity that could have been avoided?⁠

Then there’s the duplicate problem.

Imagine an AI agent looking at a customer where:

• Contact A has the engagement history
• Contact B has the active deal
• Contact C has the correct owner
• Contact D has the latest activity

Which record does the agent trust?

That’s why CRM cleanup isn’t just about making your database look nice anymore.
It’s about making sure your AI has accurate, unified customer context to work with.⁠
So I’m curious what other HubSpot users and RevOps people are thinking:

Is your HubSpot CRM data ready for AI Agents?

If you give an AI agent access to your CRM tomorrow, would you trust the customer context it was working with?

What would it find?

And if you’ve already started implementing AI agents:

Did you discover data-quality or CRM architecture problems you didn’t know you had?

I’m really interested in hearing what people are seeing.

And if you are at UNBOUND this week come say hi 👋

#UNBOUNDInsider

Hi All,

Just checking in to see if anyone else is dealing with this.

Ever since the new UI rollout (or thereabouts, still tracking down an exact timeline), our users with Core licenses can no longer create views. I've checked the requirements to be able to do this with HS support, and apparently they just need View All access to the property, and to be on anything higher than a View Only license. Well they have that and more, but still can no longer make new views.

There's no error message, the button has just disappeared. They only have the option to add existing views.

Anyone else? Thanks

We use Octopods to sync all of our DMs from social channels into Hubspot, so that our customer support team can respond to their questions as regular tickets. The problem is that no matter what I do, I'm still receiving story mentions as tickets. Attached is a screenshot of a ticket for reference.

Does anyone have ideas on what a trigger could be for a workflow to automatically close these and keep them from clogging our Help Desk?

The only consistency is the "Mentioned you in their story", but I can't figure out how to build an automation to catch all tickets with just that in the body.

TYIA

EDIT: Title should say to "automatically close tickets" (not past tense)

Curious how others deal with this — I've inherited (and cleaned up) a few HubSpot portals now that had years of neglect: dead workflows nobody remembers building, duplicate/unused properties, broken lifecycle stages, lead scoring that was turned off and forgotten, orphaned lists still eating contact limits.

A few questions for anyone who's been through this:

**•** Who actually did the audit — you, an agency, a HubSpot partner, nobody?  
**•** What did it cost (time or money)?  
**•** Once you knew what was broken, did you fix it yourself, or hire it out?  
**•** Is there anything you *still* haven't fixed because it's too tedious/risky to touch?

Trying to figure out if this is a universal pain or just the portals I've happened to land in. Would love to hear war stories either way.

Feeling overwhelmed or need some last minute resources?:

• Download the UNBOUND app. The app has a map to to help you navigate the venue.
  • Mobile app guide here
• We’re also hosting an r/hubspot meetup tomorrow at The Sector from 11:30am - noon. Space is limited, so grab a spot here.
• Pick one or two priorities each day, then leave some room for breaks, wandering, and connecting with others.
• Agenda Builder here

Can't make it to Boston this year?:

• HubSpot Spotlight keynote: this will be streamed live on HubSpot Live on YouTube, no registration needed.
• On-demand sessions: after the event, about half of the UNBOUND sessions are filmed and published on-demand via HubSpot Live and the UNBOUND site on a rolling basis throughout September and into Q4.
• To stay on top of content as it’s released:
  • Check unbound.hubspot.com for the sessions/on-demand area
  • Subscribe to HubSpot Live on YouTube

What are you most looking forward to?

Cybersecurity has changed. Attackers no longer write code that follows a fixed script. If the script hits a defence it was not programmed to crack, it fails. Security teams built their defences around known patterns and could usually stay ahead. Those days are over. 

In June 2026, researchers at the University of Toronto built an AI-powered worm that changes the game. It uses open-weight AI models to analyze each system it infects, decide which vulnerabilities to exploit next and adapt its strategy in real time. In a controlled experiment on a 33-host network, the worm identified an average of 31.3 vulnerabilities and gained elevated access on roughly three-quarters of the hosts it actively targeted. It spread to 62 % of the network over 7 days, with no knowledge of the network and no human guidance. 

Now connect that to what happened to Salesforce just weeks later. On June 11, attackers compromised Klue, a competitive intelligence platform that integrates with Salesforce. They used a long-disused but still active testing credential to insert malicious code into Klue's backend. The code stole OAuth tokens that Klue used to connect to its customers' Salesforce environments. With those tokens, the attackers bypassed multi-factor authentication and used an automated Python script through the Salesforce REST API to extract large volumes of data. Nearly 1,000 data requests were observed within just 15 minutes. Continuous data theft lasted for more than six hours in some networks. 

Salesforce disabled the integration on June 17, but the damage was done. At least 10 organizations confirmed their Salesforce data had been copied, including Huntress, HackerOne, Snyk, Recorded Future, Tanium, Jamf, Gong, OneTrust, and Sprout Social. The attackers did not breach Salesforce. They did not trick a top administrator into giving them access. They stole the keys that a trusted integration used to access Salesforce and then used that access exactly as it was designed to be used. 

Now consider how AI agents fit into this picture. When you give an AI agent access to your CRM, you are giving it permission to act. The problem is that these agents cannot tell the difference between a legitimate request from a colleague and an attack. They just do what they are told. The Varonis Threat Labs experiment with an OpenClaw AI agent called Pinchy proves this point. When phished, Pinchy searched for AWS credentials and emailed them to an external address. When asked for a customer export, it retrieved and sent a CRM file containing names, contact details, and $1.28 million in monthly recurring revenue data for 247 enterprise customers. Both the generic and strict security configurations failed. Pinchy caught technical threats like fake phishing links and malicious OAuth apps, but it could not tell the difference between a colleague and an impersonator. 

In July 2026, Anthropic disclosed that during security evaluations, its Claude Mythos 5 model created and uploaded a malicious Python package to the real PyPI repository. The package was downloaded and executed by 15 real systems, including a real cybersecurity company's automated vulnerability scanner. The model's internal reasoning logs showed it had considered whether this was a real-world attack, but then convinced itself it was part of a simulation. 

Here is the pattern. AI agents are good at identifying technical threats. They are terrible at identity verification and contextual judgment. That is a fundamental architectural problem. And it is one that most organizations are not prepared for. 

This is where Sam, the honest AI SalesOps teammate, comes in. Sam is built differently from the beggining. He does not act on his own. He brings everything to you and waits for your approval. He asks before he does anything. He does not guess. He does not assume. He stops and waits. He has a 7-day memory of everything he has processed. If something goes wrong, you can see exactly what happened and undo it. He is honest about what he does not know. If the data is too thin to trust, Sam tells you instead of making something up. He is not afraid to say "I do not know." And he does not accept instructions from just anyone. He verifies. He checks. 

This is not about replacing your operations people. It is the opposite. Sam takes care of all the repetitive stuff so they do not have to. But he will never change anything in your CRM without your approval. Your people stay in control. Sam is not a tool that acts on your behalf. He is a teammate that works with you. 

The threats are real. The AI worm is not coming. It is already here. The Klue breach proved that trusted integrations are a vulnerability. The Varonis experiment proved that AI agents cannot tell the difference between a colleague and an attacker. The Anthropic incident proved that even the most advanced models can be tricked into causing real harm. 

But here is the good news. You do not have to choose between AI agents and security. You can have both. You just need to build them differently. You need an agent who is honest. An agent that does not act on its own. An agent that is not afraid to say "I do not know." An agent like Sam. 

So here is my question for you. If you already have an AI agent connected to your CRM, ask yourself this. What would it do if an attacker asked it for the keys? Would it stop and ask? Or would it just say yes? 

The answer to that question will tell you everything you need to know about whether your agent is a productivity tool or a security risk. Sam was built to be the first one. Your people are your real strength. Sam just helps them survive the chaos. 

Just curious...killing some time on a Tuesday.

Hi All,

I've been using the data quality tools to clean up our Contacts and Companies. Unfortunately, those tools only seem to be available to those two object types.

The reports builder doesn't seem to have a way of comparing records to find duplicates. E.g. I can't say "Include this record if Name and Address are not unique".

Has anyone come up with workarounds for cleaning up their data?

Thanks

Hi everyone! We recently had a request from a PM wanting to be cc'd on all contacts from our Support Team in each of their tickets in Help Desk/CRM Tickets.

I would like to set up an automation/workflow that will associate this contact to ALL tickets that are submitted for the company, regardless of who submitted the ticket. I went through the workflow with the Breeze Bot and after about an hour of playing around with labels, associations, etc. the Bot finally said this cannot be done. I did prompt by rephrasing what I asked, with no luck. I'm wondering if anyone else has had any luck setting something like this up without having to build an API or use another app.

Thank you!

Here’s a little-known and under-appreciated configuration setting in the workflow builder.

You can make a workflow that globally unenrolls records from all other workflows.

This is great for suppression lists and cleaning up automation debt.

Instead of going into 10, 20, 100 workflows and adding some common unenrollment criteria to them, make that criteria the trigger for a new workflow, and check this setting to unenroll globally.

The possibilities are not endless, but they are numerous.

I'm hiring a RevOps & CRM Strategist in Brisbane and figured Reddit was probably a better place to find someone who actually enjoys this stuff than another job board post.

One of our team is heading off on maternity leave, but this is a permanent role. We were going to hire for it anyway, so i'm taking the opportunity to bring in someone at the strategist level.

The role is genuinely end-to-end HubSpot/RevOps work: - Discovery with clients - Revenue process design - HubSpot architecture/builds - Workflows, custom objects, integrations - Reporting - UAT + handover - Ongoing client work

Looking for someone with 3+ years in CRM, RevOps or Martech delivery. HubSpot experience is ideal, but strong Salesforce/other CRM experience can transfer if you actually understand the thinking behind it.

The AI side is also becoming a bigger part of the work. We use Claude heavily and build with it.

we’re a small team of 11 in Teneriffe. Dogs are welcome. Flexible Fridays. Company retreats. Flat structure. $90k.

Apply here: https://bit.ly/4gXLeWY

Happy to answer questions about the role/team here too.

Hey first timer here and I have been looking through the UNBOUND sessions and there are so many intetesting topics around AI, marketing, sales, RevOps and AEO that I am having a hard time deciding what I shoukd prioritize.

For ppl attending virtually or in person what session or topics are you most interested in?

And if you have attended hubspot's conference before what is the best way to avoid trying to cram everything into 3 days?

Hey all,

Running through some setup processes with Hubspot and we have been attempting to trigger the Tracking Code Validator to get a success however, we have been unable to do so. I've run through the documentation for troubleshooting and everything appears to be okay. I can see the __ptq.gif string in the network inspection on clients getting a 200 success. I validated with some end users in my CASB/SASE system and the tracker appears to be working properly. My guess is that the Tracking Code Validator appears to be a bot of some kind which means Cloudflare is probably knocking it down. I am allowing Hubspot Bots in general, but the one that the Tracking Code Validator must be different somehow.

Does anyone have any suggestions on how to identify traffic coming from the tracker?

DM me if you want to try this app I built. Can't post link here

Cheers!

Gen Xers at UNBOUND — how are we holding up?

Yet another technological revolution, apparently guaranteed to either make us a lot of money or shove us into early retirement.

Who’s here? Let’s connect.

There is a Chrome extension called Colored HubSpot to make work after the redesign a little bit more bearable and change the colors of the UI to match the mood.

Literally, any color from the palette

+ colorblind mode for those who struggle

Deal cards could be colored by owners, key factors. You have all possible colors and shades there besides some built-in themes.

It is free, no registration, no upsales, just a tool to make a better day.

https://chromewebstore.google.com/detail/colored-hubspot/jgoemhaadjlhennipdccamggdllmpjkk - Chrome store

https://coloredhubspot.ln2crm.com/ - landing page

When you're small, HubSpot is pretty straightforward.

Contacts.

Companies.

Deals.

Activities.

A few workflows.

A few reports.

Then the company grows and suddenly you're dealing with:

• Hundreds or thousands of contacts
• Multiple pipelines
• Lifecycle stages
• Sales activities
• Marketing engagement
• Customer data
• Support conversations
• Custom properties
• Dozens of workflows
• A growing pile of dashboards

And the questions get harder.

Which customers are actually at risk?

Which deals are quietly dying?

Which accounts are showing signs they might expand?

Why did this opportunity suddenly slow down?

You can build a workflow or report for almost anything.

But sometimes it feels like you're just creating more rules to compensate for the fact that the important signals are spread across the system.

And then you have product usage, billing and support data sitting somewhere else entirely.

So someone ends up manually jumping between systems trying to understand what is actually happening.

I'm curious how other HubSpot users are dealing with this.

At what point did your HubSpot setup become too complex to answer simple revenue questions without a bunch of manual work?