HubSpot Ideas

VagaeNatus

Custom properties for Activities (Tasks, Meetings, etc.)

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.

 

Examples: 

- Calls: Aircall has to "print" text into the description for the call output

- Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed.

- Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.

 

It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852

 

As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type.

118 Replies
woody
Contributor

This idea has 200 Upvotes and still in Not Currently Planned.

And there are Ideas with 12, 69, 80, 120... Upvotes and in In Planning

AAeschlimann
Participant | Platinum Partner

another upvote 

FTroxell
Member

Upvote. This is very long overdue.

MW96
Participant

This would be a very nice addition!

CWrightBF
Member

Upvote. Looking for this today, other CRM's including Pipedrive, Nutshell and CRM dynamics have this feature. 

CWrightBF
Member

30 seconds after my last post, they added more activities. However, they are still not customisable, and they seem to be B2C related.  

CBumstead
Member

This should have been standard functionality years ago.

SLewis45
Member

This would be extremely beneficial.

SJohnson703
Member

@glencornell how about now? This is a gap worth considering a switch to SFDC over

FourJawOP
Member

Yeah come on @glencornell ... what's the latest on this?

Alvaro_Sanz
Participant

Is it so hard to provide some visibility? This idea is +4 years old! @glencornell 

AGenova
Member

yes please. If we could also add the sequence emails on the activity type. Thanks

Tori_McNally
Participant

Yes we need to be able to filter by 'sequence'.

JBelgira
Member

plus 1 on filter by sequence

PCarey
Member

This would allow us to track whether a meeting is face to face or virtual alongside the meeting type. Please add this.

MaxGuentherUPOP
Member

Why is this still not plannend? Obviously the community is calling for it - 243 Upvotes by now. We would like to be able to sum activites up in reports like a meeting with location ect. Howerver the location is not editable so we ne a possibilty to create our own acitivity properties. This is important for several other information on activites. For example a contact is having multiple meetings with different data like mentioned. In that case a customized conatct property would not help out because it could get overwritten. I need to avoid cases like this so I need this feature pretty urgently!

KHalpin8
Participant

Please allow for basic properties to be added to activity objects. "Call" has a handful of properties but none that allow my team to mark the product interest, which is something they are easily able to do in Salesforce. As we are attempting to move decades worth of Salesforce habits over to HubSpot, this is another sticking point which will be difficult to work around. 

Bürobert
Contributor

Essential feature. Even better would be custom activity types!

KellieM
Participant

 very long overdue! 

Apa1
Member

Upvote. We should be able to add custom fields to tasks