HubSpot, decoded for mortgage & fintech.

Practical notes on running HubSpot well in financial services: the product updates that actually matter, the workflow patterns that hold up, and the mistakes worth avoiding.

AI

3 min read

HubSpot's Customer Agent Now Replies to Form Submissions

Picture of Craig Leabig Craig Leabig: Jun 30, 2026 12:45:00 AM

One of the most used features in HubSpot is a form to capture leads. My clients love this setup. When HubSpot is connected to their website, the...

HubSpot AI Automation
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Dark Inbound Ignited title card reading

2 min read

Control Which Contacts HubSpot's AI Agent Emails Back

Picture of Craig Leabig Craig Leabig: Jun 24, 2026 6:41:19 AM

An AI agent that answers inbound email is useful right up to the moment it answers the wrong person. HubSpot just shipped the control that decides...

HubSpot Service AI
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Illustration showing email segments graded High, Medium, and Low before sending

2 min read

HubSpot Now Predicts Email Engagement Before You Send

Picture of Craig Leabig Craig Leabig: Jun 15, 2026 9:37:25 AM

You can write a great email and still hurt yourself by sending it to the wrong half of your list. Blast a segment that stopped opening six months ago...

HubSpot Marketing AI
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