Customizing "log activity" and Task type in HubSpot Sales

Hi HubSpot Development Team, 

 

I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. 

 

Thanks for considering!

Grayson 

HubSpot updates
152 Replies
RC
Occasional Contributor

Thanks for the update, @roisinkirby. That's great news!

rentpingmike
Occasional Contributor

I 100% agree. I have a lot of prosects and clients that I text with. Right now I copy/paste the messages and then log them as emails, which is obviously not accurate. Being able to add custom activity types would be great, but at the very least you should add texting/messaging as well as mailing so we can also log when we mail something out.

JasonC
Regular Contributor

Yes, Please revisit this!

We love the new call and meeting type, but I feel that they didn't fully understand what the community was looking for.

 

Currently, for activities, we can only choose from Log Call, Log Email, Log Meeting.

On Log Call we can select predefined Outcomes, and then we can select custom call types.

On Log Meeting we can select custom meeting types, but they are the same custom fields as the Log Call

On Log Email, there are no custom fields.

 

What we really wanted more than these features were Custom Activity Types.

Examples: Log Call, Log Meeting, Log Email, Log Social Network, Log Snail Mail, Log Stop In, Log [Inset Custome Field] Etc.

 

Then on each of the new custom activity types, we could possibly have custom types or outcomes.

Examples: Log Social Network + Linkedin + Connection

                    Log Social Network + Linkedin + Message

                    Log Social Network + Facebook + Friend Request

                    Log Social Network + Facebook + Private Message

                    Log Social Network + Facebook + New Post

                    Log Snail Mail + Introductory Letter

                    Log Snail Mail + Follow Up Letter

                    Log Stop In + Dropped Off Marketing Docs

                    Log Stop In + Meet & Greet

                    Log Biding Site + Thumbtack + Bid Submitted

                    Log Biding Site + Thumbtack + Message

                    Log Biding Site + Thumbtack + Meeting Booked

                    Log Biding Site + iSqFt + Bid Submitted

                    Log Biding Site + iSqFt + Message

 

I hope this helps see the direction I believe people were looking for.

Don't get me wrong the custom call types and meeting types were a great feature but I believe people wanted to track other types of activities more than just customise the 3 types already given.

akishaitas
New Contributor

About the call types, yes you can customize them AND also add more call types if you want..... HOWEVER, this is not what we were lookng for

 

We want to be able to customize CALL OUTCOME...   That's were the juice is my friends at Hubspot

 

Right now the options are

No answer

busy

wrong number

Left live message

Left voice mail

Connected

 

WE WANT TO BE ABLE TO CUSTOMIZE THE LIST ABOVE.  AT MINIMUM rename them... that should be easy enough

 

Lets get this done boys and girls

JasonC
Regular Contributor

@akishaitas

Exactly, See my post above yours!

Yes, custom outcomes would be great but we really want custom activity types!

virginiam
Occasional Contributor

Yes, this is necessary. In my team, we want the "text message" and "linkedin message" options. Customizable activities / activity types would be great!!

steveholley
Occasional Contributor

I would take it a step further and allow the Activity Types and Outcomes to be customizable.  

yuvalactionbar
New Member

I'd like to be able to set a default task type. Currently, it's always set to 'To-do'.

 

Specifically:

1. On a contact page (let's say John Smith), I navigate over to the "Create task" tab

2. I see a dropdown for task type that has the values: Call, Email, To-do.

3. I observe that To-do is selected by default

 

I want to be able to set the default task type to Email, so that I would see this instead:

1. On a contact page (let's say John Smith), I navigate over to the "Create task" tab

2. I see a dropdown for task type that has the values: Call, Email, To-do.

3. I observe that Email is selected by default

 

---

 

Additionally, I'd like the same setting to apply to the general Tasks tab when creating a follow-up.

 

Specifically:

1. I click on the Tasks tab from the top hubspot menu

2. I see a list of all of my tasks

3. The first task on the list is of type Email (I see a purple email icon next to the name)

4. I click on the checkmark next to the first task

5. A popup appears that suggests I create a follow-up task

6. I click on "Add task"

7. The new task that get created is set to the Type "To-do"

 

I'd like to be able to set the default task type so that:

1. I click on the Tasks tab from the top hubspot menu

2. I see a list of all of my tasks

3. The first task on the list is of type Email (I see a purple email icon next to the name)

4. I click on the checkmark next to the first task

5. A popup appears that suggests I create a follow-up task

6. I click on "Add task"

7. The new task that get created is set to the Type "Email"

 

(an alternative to Step 7 is that the new task is set to the the type of the task I just completed).

KaneB
New Contributor

Hi @roisinkirby

 

How do we participate in beta products/beta reviews?? Would love this feature now Smiley Happy 

 

Thanks,

 

Kane 

ndwilliams3
Regular Advisor

You can apply here. https://ux.hubspot.com/beta