Being able to add the new contact’s job title in Gmail would be an awesome add. I’m usually having to add then go into the CRM defeating the purpose of not having to go into the CRM when simply adding a contact from Gmail.
Hi,
when entering figures in the Chatflows I would expect to show the full numbers block as below on the right hand side. Currently it doesn’t. If someone enters the numbers it’s much easier and as far as I know - super easy codewise.
Upvotes highly appreciated.
Best
It would be nice to have an option to embed your links in social posts. Posts and call to actions would look cleaner.
So we just had a salesperson quit.
That person has hubspot marketing content workflows in progress. (Emails with his meeting links, contact information, etc).
1. There should be a way to migrate all FROM fields in a workflow to a different user.
2. There should be a way to redirect all meeting request links from one person to another in the case of a personnel change. (David is no longer with us; but we don’t want to miss appointments made via response to an email in the workflow, so if they click on David’s meeting request link, it instead gets forwarded to Mark)
3. Should be able to find/replace over all email content in Hubspot Marketing or at least within the content contained in a workflow (so I don’t have to go into every.single.email) to change the ending.
I’m sure I’m not the first person to experience a personnel change mid-execution of a workflow, but apparently there is no idea about this. Thanks!
Our sales team is using email templates but sometimes, one of the tokens of the template has no value. Then, the email looks like “Dear , I hope this email finds you well”. The marketing emails have default value, the sales email do not. We’d want a fix for that. An idea would to have a popup alert from within gmail if one of the token of a template is empty just after selecting the template.
Need a way to leverage the size of a list for notifications/automated actions. Needs to have a “trigger” for list size so theres not a way to tell a notification or a workflow to look for the changing size of a list.
Hi,
I think that the change that is going to happen that will move the Analyze tab from the Blog to the website analytics tools we are going to lose some nice statistics and also the look&field of it.
I really want Hubspot to keep the Analyze tab. It’s easy to follow up with the stats every day. I really like the summary availabe and it’s really helpful to share with my boss whenever there is something new, or a growth that’s worth to share with the executives.
It seems silly, but if I have the report right next to the blog, I keep the habit to review the stats every day. I am sure this is going to change if Hubspot move the tab to the Report’s page.
Currently we show two different terms: tag & topic, when relating to blogs. The naming convention should be the same. Either we use topics or tags. In the app, we use tags in the blog dashboard. In the RSS feed URL and when viewing a ‘tag’ URL, the URL contains ‘topic’.
Here is an example:
My suggestion is to decide on using one term or the other. Thanks for your consideration!
I find the Follow feature a useful function but struggle to keep up with and remember each deal I am following.
For example, if I Follow a deal, I want to make sure that deal is moving forward to close. If the deal goes “cold”, then there are not any updates sent via the Follow function.
If I could sort by deals/contacts/companies being followed, or have feed/consolidated view of everything I am “following”, that will help me better manage my and my employees pipelines.
You provide a lot of features for drilling down into converastion inboxes, but there is no way to get a unified view of messages across all converation inboxes.
We have multiple conversation inboxes in my organization. Some of them I have shared responsibility for, and others are just on me to check and reply to.
As the system currently stands there is no way for me to see all messages in one view. Instead I have to drill down into the individual inboxes to check if there are any messages waiting to be handled. This is error prone and bound to messages being left longer than they should. What makes matters worse is that there is no visual indication anywhere whether a message contains new or unhandled messages at all!
Therefore: I am proposing that you have an “All inboxes” view, just like you have a view to see all contacts, or all deals. It’s then up to me to filter it down to either an indidividual inbox, or the set of inboxes I care about.
Thanks!
One issue we have is we like to get the email notifications for various tasks, but it feels redundant on step 1 since task 1 is always immediate.
We had two ideas on how to handle this …
1) delete step 1 from the sequence since it’s something that should be known anway. This didn’t work since you can’t delay the first step. Being able to delay the first step would allow the team to take that intuitive first step at the time of enrolling customer in the sequence.
2) send notifications for only follow-up tasks that aren’t automated - there shouldn’t be a notification email sent for something that is an immediate follow up.
It is very unfortunate that we can’t find companies without tasks. As we have thousand and thousand of companies on our Hubspot, I’m very surprised you can’t find the one without any follow-up, and therefore loose track of some potential client.
We know Sales are note always rigourus. It will be a very important feature te developp I Think. Léa.
Please can a feature be added so that more fields can be put on the contact preview on the right hand side of the company page?
At the moment it is only possible to see the phone number, but it would be great to add other fields so that reps can immediately see other information without clicking the contact preview or clicking through to the contact record.
Would like to see the following included in the Marketing Social posting tool
1) Each tweet will include fixed hashtags that we entered somewhere in HS. Similar to the use of snippets/templates.
2) Hashtags are dynamically pulled out of the content that we are tweeting about.
- Posted on behalf of Roman Garbar
I think non-sales pro super admins should be allowed access to sequences for building and setting up purposes, instead restrict the ability to enroll contacts onto sequences. (So someone can’t set everyone to super admin and use the paid tool)
Every time I help a sales pro member with a sequence, I need to gain access to their account for the purposes of setting things up, which seems silly and less secure.
More and more prospects/customers wish to communicate via text message. It would be ideal for the mobile app to log an activity type TEXT when a text is sent to a contact from within the mobile app. This would also ideally update the downstream properties like last contacted.
Going a step further, it would be ideal to allow a subscription (additional fee) for SMS messaging from within the CRM in the form of a chat window that logs the communication to CRM as TEXT activity type.
Hey @Anonymous , Chris here from Salesmsg. We’re the two-way texting software that integrates with HubSpot and we do post over the activity timeline for when a text is send and received.
If you’re looking for a HubSpot SMS solution, we can help.
Two features we think groups need to be great…
- Allow a user to belong to multiple groups. Use cases: A marketing manager who also needs to see private sales reports or a project manager who needs to view activities accross teams.
- Groups to assing Hubspot user permissions. Use case: We have over 40 people in our HS portal and we want to change Husbpot Permissions for an entire team when needed, not one by one. Also, when a new employee comes into de company, I don’t have to think about his/her permissions. I just assing him/her to a group and we are ready to go
Checkout how notion.so does it…
Not one response… wow…
I was appalled to discover that HubSpot doesn’t even understand the concept of Security Groups, and that their ‘Team’ feature allows for a User to be a member of only one Team.