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!
Hello! Thank you all for adding your use cases. My team and I are working on some updates to start to solve some of these challenges.
We're all set for research participants for now. Thank you to everyone who reached out!
For folks looking to log LinkedIn outreach or direct/physical mail, my team and I are seeking some feedback on some ideas we have been working through. If you would be open to a quick feedback session, please send me a direct message and we can schedule some time to discuss further. Thank you in advance!
Text message option/tab
Please update activity logging. I'd like to log activities such as SMS messages, Enrollments and completions in our LMS, and direct mail efforts
Hi everyone! Thank you all again for sharing your use cases with us and a special thank you to those who took the time to meet with us during our research.
Today we launched a Public Beta of 4 new default logged activity types: SMS, WhatsApp, LinkedIn message, and postal mail. These were the most common requests for customization that we saw coming up on this thread and in our research (about 85% of requests) so we decided to offer them as standard options without the need for building them out yourselves.
If you are interested in opting your portal into this new functionality, you can find more information and opt-in via the steps outlined in this documentation. We also recently launched the ability to configure which activity buttons appear on your records in the CRM to help give you easier access to these new options. That configuration is live to all portals now.
There will be an in-app survey that will fire after logging 5 new activities for you to share your feedback on this new functionality but also feel free to DM me on the community with any feedback you may have!
I am going to move the status of this post to "Not Currently Planned" as I know the subject of the post is about adding custom logged activity options. While we don't have anything planned in the immediate future for activity customization, we will continue to monitor this post for feedback on customization and take that into account when prioritizing our roadmap. Thank you again and I hope you enjoy this new functionality!
@Anonymous I'm really enjoying this beta feature! Very nice job.
Question: Can we access these new logged activity types via API?
Glad to hear you are enjoying the Beta, @GuyTaylor! Re: APIs, I am working with our developer reltions team currently so hopefully we will have some updates there soon. Are there any activities in particular that you wish to access via API?
@Anonymous Creating all of the 4 default logged activites via API would be nice, but definitely the LinkedIn type would be most useful for me personally.
Just seen this was added: https://knowledge.hubspot.com/contacts/manually-log-a-call-email-or-meeting-on-a-record
1) Would prefer to have SMS and WhatsApp grouped under "Log a Text Message", and then add in it's place "Log an Instant Message" (e.g. Skype)
2) Please can the options of 'Inbound' and 'Outbound' be added to these new activity types so we can report based on inbound interaction
I'm so glad you launched ways to track new activities. Would it be hard to allow users to create their own custom activities? We do a lot of our partnerships with influencers and most of the activity we're trying to log is on Instagram and TikTok Direct Messages. It would be great to have both Instagram and TikTok DM added as specific activities you could add, or perhaps have a catch-all "Social Media Direct Message" option for us to track. There will always be a new social media platform so giving us the ability to customize our own activity logs may be the easiest way to implement this in the long term. Any thoughts on that?
We appreciate all the hardwork the Hubspot team has done to create an exceptional CRM and productivity tool.
@roisinkirby Yes! I agree with @JasonC and others here. The LinkedIn Sales Navigator integration is very, very limited. Our BD team does a lot of outreach and communication on LI and it is not captured effectively when they execute from Sales Nav vs. from within HS. In Sales Nav we can easily execute connection requests by going down a list very easily. Performing this in HS is very time-consuming and not efficient at all.
At a minimum, we would like to bulk-edit/add LinkedIn activity (connection request sent, connected, messaged, etc.), since the Sales Nav to HS integration is limited.
Ultimately we would like the functionality mentioned above along with the ability to add our own custom activity tracking with bulk editing for all activity types.
There are a lot of modern communication channels that Hubspot is just outright missing... why not include these as options? i.e. Discord, Telegram, Twitter, Intercom, Instagram, TikTok, etc.
If we roll those all into one "social media" activity (that would be better than nothing) it will still limit our ability to see where we get the highest levels of engagement, i.e. Twitter DMs 36% vs. Instagram DMs 12%.
Can we please get an option to log activity that took place in Microsoft Teams.
LinkedIn and WhatsApp got added. Since we are chatting with a lot of contacts on Microsoft Teams, "Log as Microsoft Teams message" would be a fabulous new option.
Kind of sad that this one has been on here for six years and still has not been implmented...
We've had to use a clunky work-around using custom objects in order to track a simple 'referral' activity (i.e., we refer Company A to Company B).
This would be much more elegantly done with a custom activity type of Referral.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.