PodSpot - The HubSpot podcast for regulated and professional services firms.
PodSpot is the HubSpot podcast built for regulated and professional services firms - helping financial services, legal, and professional services leaders get more out of their CRM and revenue operations. Brought to you by UK Diamond HubSpot Partner, Karman Digital.
All Episodes
E71 - From Contact Data to Commercial Intelligence: How Accord Mortgages Gets More from HubSpot
In episode #71 of Karman Digital's PodSpot podcast, Jon Pittham, Founder of Karman Digital, is joined by Darren Scott, Intermediary Insight and Performance Consultant at Accord Mortgages, to explore how the lender is transforming its use of HubSpot from contact management into commercial intelligence. Drawing on Accord's HubSpot journey since 2019, Darren shares how connecting sales, marketing and service data has helped the business better understand broker behaviour, identify opportunities and deliver more personalised engagement. They also discuss the challenges of CRM adoption and data governance within a regulated organisation, why valuable commercial intelligence often comes from asking better questions, and how AI could change the way sales teams access and act on information. For organisations looking to get more value from their existing CRM data, this episode offers practical lessons from Accord's experience without losing sight of the importance of human relationships. Key discussion points: 03:33 - Initial Data Landscape and Gaps 07:54 - Moving HubSpot from Database to Commercial Insight 11:07 - Personalisation, AI and Product Development Signals 15:30 - User Adoption, Login Logs and Data Advocates 20:03 - Future of Data at Accord - AI & PersonalisationE70: UNBOUND 2026 - The Next Era of HubSpot
In episode 70 of PodSpot, Jon Pittham shares his key takeaways from UNBOUND 2026, HubSpot’s flagship conference in Boston. Jon explores HubSpot’s move towards an agent-led CRM, including Agent Hub, Agent Builder, Context Home and the growing capabilities of Breeze Assistant. He also looks at Marketing Studio 2.0, HubSpot Work Management, Revenue Agent and changes designed to make the CRM easier for individual users to navigate. With many AI features moving towards credit-based consumption, Jon considers why businesses will need to connect the cost of agents to measurable business value. He also reflects on Dharmesh Shah’s approach to building with AI and why experimentation, measurement and collaboration matter. Underneath the new technology is a familiar requirement: reliable data and strong governance. Jon explains why organisations need to get those foundations right before giving AI agents greater autonomy inside their CRM. Key discussion points: - 02:16 - AI Focus: Agentic CRM & LLMs - 08:26 - MCP: Claude, Copilot & Integrations - 11:32 - Revenue Agent & Revenue Hub - 13:50 - Commercials & Credit Consumption - 16:56 - Dharmesh’s TEAM Framework - 18:32 - Key Takeaways & Next Steps
E69: Agents in HubSpot: What They Actually Do (and How to Build Your Own)
<p>What does an AI agent actually do, and how is it different from the AI already available inside HubSpot?</p> <p>Karman Digital Founder Jon Pittham is joined by Maxime Lauricella, Senior Core Partner Manager at HubSpot, to explore how agents can complete defined tasks using CRM data, how businesses can build their own through Agent Hub and where they could add value across professional and financial services.</p> <p>They discuss where to start, the importance of good data and human oversight, and what HubSpot's move towards an agentic customer platform could mean for the way teams work.</p> <p>Listen to the episode for a practical look at where HubSpot agents are today and where they could be heading.</p> <p> </p> <p>Key discussion points:</p> <ul> <li>02:03 - What is an AI agent?</li> <li>06:42 - Ready-made agents vs Building your own (Agent Hub)</li> <li>12:23 - Where to start: prioritizing use cases & governance</li> <li>15:00 - Testing, sandboxes and human-in-the-loop</li> <li>18:41 - AI agent results & case studies</li> <li>24:59 - HubSpot’s vision: Agentic Customer Platform</li> </ul> <p> </p> <p>Want to learn more about HubSpot? Visit our website:<a href="https://www.karman.digital/services/revops-services" rel="nofollow"> https://www.karman.digital/</a></p> <p>Follow us on<a href="https://www.linkedin.com/company/karmandigital/" rel="nofollow"> LinkedIn</a></p> <p>Listen on<a href="https://open.spotify.com/show/5dfA1R2mTDnjhAUJCmvUQX" rel="nofollow"> Spotify</a></p> <p>Listen on<a href="https://podcasts.apple.com/gb/podcast/podspot-the-uk-hubspot-podcast/id1513136665" rel="nofollow"> Apple Podcasts</a></p> <p> </p>E68: Beyond the CRM: How Data Drives Value Creation in Private Equity
<p>Commercial data has become one of the most valuable assets in a growing business, yet it's often one of the least understood.</p> <p> In episode #68 of PodSpot, Jon Pittham and Dylan Grevatt discuss why CRM, relationship intelligence and data quality are becoming central to value creation in private equity-backed organisations. They explore the growing importance of organic growth, why AI depends on strong commercial foundations, and how businesses can turn better data into better decisions.</p> <p> If you're preparing for investment, managing a portfolio company or looking to build a more scalable growth strategy, this episode is packed with practical ideas to help you think differently about CRM.</p>