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
153 Replies
rstober
Regular Contributor

This is probably the biggest thing keeping us from switching from Pipedrive to HubSpot. Ultimately, we would love to track what activities (email, direct mail, tradeshows, etc..) lead to revenue. The ability to add these custom activity types would be AMAZING! 

chriscorwin
New Contributor

Bump.

 

Need to log more than just call, email, or meeting.  Social Media contact, direct mail, etc...

mitchellkp
Top Contributor

Status says In beta. Hope it's for the free version!

Lo35
Occasional Contributor

Impossible to synchronize CRM tasks with other tools (Google Calendar, Todoist....) Smiley Sad

With Zapier, maybe.... or not Smiley SadSmiley SadSmiley Sad

Capture d’écran 2018-08-15 à 11.40.16.png

 

ppaquet
Occasional Contributor

Hi,

+++++++

Very interested by this feature. 

argwhyohwhy
New Contributor

Great, this is almost two years old and no one is paying attention or seems to give AF at HubSpot. Fantastic. Guess I should look for a different CRM provider.

EmanuelTavares
Occasional Contributor

Hi Guys, any news about this idea?

 

As a user, I'd like to log an activity with the correct type.

 

Imagine that I did a virtual meeting by Skype. I need to register this. It is only a simple example.

 

I really need to customize the activities type.

JimA
Regular Contributor

HubSpot - any progress on this? Lots of Upvotes.

 

The call and meeting types for Sales Pro is a useful addition but still doesn't provide the ability to capture a wider range of Activity Types, such as direct mail.

 

I'm sure many users would love to have the ability to customize the type further (ex - Mail: Thank You card). That might be great for a Sales Pro upgrade. But even for basic users, providing a few more Activity types would be a HUGE improvement. From there, other attributes of the Activity, such as Activity Title or Activity Description could be used to provide more granular reporting.

RC
Occasional Contributor

So much of HubSpot Sales is flexible and customizable. Why is this element so frustratingly tied down? I'm a HubSpot Marketing user. We migrated to a new CRM a year ago. The lack of customization options in this area was a key deciding factor in my company choosing SalesForce over HubSpot Sales. Surely, mine isn't the only case.

PhilOPSCOM
Occasional Contributor

Only 119 interested parties, any chance this has made it to the Dev schedule yet?

ndwilliams3
Regular Advisor

The status is in beta, so hopefully soon.

 

iannicklin
New Contributor

Such a simple little thing but will save so much time

rachelatscorr
Occasional Contributor

Task types would be a great addition to HubSpot's activities capabilities because then we could customize and have as many types of tasks as we need! 

frankfroux
New Contributor

i also need this feature... how can i become beta user?

RC
Occasional Contributor

@frankfroux, this is a long thread to try to dig through, but according to @roisinkirby, the feature was already in beta as of her post on 11-17-2017. According to a post from @ndwilliams3 on 2-2-2018, the beta group stopped taking new applications back in October 2017. I'm not a HubSpot employee and not part of the beta test, so I have no inside information. However, if it's been under development and in beta for more than a year now, the recent "hopefully soon" statement from @ndwilliams3 is probably more than blind optimism. Stay tuned.

mcpaha
Regular Contributor

This possibility to modify logging types is really important... for example I'd like to log: call to the new customer, call to the existing customer, meeting new customer, meeting with existing customer etc... and all of these should be visible in the reports & dashboards...

VagaeNatus
Advisor

@mcpaha: to know whether an activity was related to a new vs existing customer, you should record that on the contact, not on the activity. If you make 5 phone calls to the same customer, why would you need your reps to record 5 times that this contact is an existing customer? One time on the contact is good enough. The on the activity, they should record what is activity specific (like type: call, meeting, etc.)

mcpaha
Regular Contributor

I think you do not understand the need here...

 

We have goals for sales reps for make calls / meeting also with new and existing customer. If I cannot register those acticities to get measurement then how can I check does my reps reaching their goals? As a Sales Director I do not have time to check every call/meeting note is that new or existing customers but instead of that I want build a KPI dashboard to see that -> and if needed more detailed information - then I am drilling into notes/memos.

 

This is a question of sales strategy how I want my reps diving their week time - how much time they are using with existing customer and how much trying to get new ones. If you know better way to check that - plz let me know...

 

For example this can be done with Pipedrive what we used in the past.

report.PNG

 

Here "Puhelu" (blue line) is a call for a existing customer, "Tapaaminen" is a meeting with existing customer and Puhelu (uusi asiakas) is a call to a new customers that we do have existing contract but trying to get one... So now I have immediatly idea that this rep used his time mainly with existing customer but didn't have a single meeting with new customer (just trying to get meetings with calls).

VagaeNatus
Advisor

@mcpaha when I said you need to look at the contact level if he is new or existing, I meant you need to report on the contact level. 

 

Example: count activities with type = phone, related to a contact that has a lifecycle stage = customers ===> that would give you the phone calls made to existing customers and can be achieved with cross-objects reporting (Reports > Accross data set > Choose Activities and Contacts).

 

What this feature request is about being able to activities type, in order to have more than the existing ones. Activities types (in real life) can be phone, email, whatsapp message, meeting, sms, etc.

mcpaha
Regular Contributor

I understand what this feature request is about.. But if activities types are customized then it is decision of HS user what kind of activity types the want to use (and get reports & dashboards) based on types... So could be also answer to me if there will be more types and name of types would be free to write.