Customizing "log activity" in HubSpot CRM

grayson

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 

209 Replies
Maryke
Member

Yes I would also love this feature.

I would like a task type like 'follow up'

 

because my Personal assistant can adjust the type from 'to do' to 'follow up' and then I know that she has atleast started with the task.

SamanthaH
Member

Definitely helpful; various task types should be customizable and could include a number of types: 

 

LinkedIn connect

InMail

Direct mail

Text message

 

etc. 

FaerieWhings
Member

I also think this would be a great addition. I have different types of tasks I perform and if I could edit the types in the drop down menu, it would cut back on having to type out the type of task I have to do for each and every task.

larryatvemo
Member

Also adding a +1 for this idea.  We use tasks to manage a number of workflows and different types of to-dos for the team that we would like to be able to report out on.

nwilliams
Member

This would be great, combined with being able to customise the tasks "pipeline"

BrandonTSOLife
Member

Appears this request has been going on for a couple of years.  Almost 200 votes seems this is a pretty vital request.  

oc3lot
Member

+1
We definitely need this!! 

tpgoebel
Member

I would also need that for my BDR team. We want to be able to distinguish the following:

- Chat conversations (on Twitter/LinkedIn/etc.)

- Email conversations

- Phone Calls

- In Person conversations

 

And we want to track this different for inbound vs outbound leads. 

jomaedge
Participant

Any updates from the HubSpot Dev Team? Looks like this was supposed to hit the product queue back in 2017 or early 2018...

rphillips
Participant

Would be nice to hear something on this ageing request especially since price updates are coming. 

drewspi
Contributor

Looks like there was an update today. Next update is in January. 

 

yannisasimako
Member

+1

Suecooks
Member

I read someone heard an update would be coming in January, is that  true?  would love to hear there is progress!

bdlarson79
Participant

PLEASE make Hubspot sales a bit more flexible/customizable! I'm about to reccomend my sales team change CRMs entirely.

I would like to create a custom Log activity. I'd like to LOG Connection - This is my SDR teams way of saying they are setting up a meeting. 

wamelung
Member

@hubspot Any updates on this? Multiple years with 15 pages of replies requesting custom activity type seams like it should be top priority. 

 

LinkedIn/Social outreach is often becoming the primary method of contact for sales team, including mine. There is no way for me to accurately track messages, replies, connect requests, etc. Custom activity types is a must.

 

Any updates would be great!

mklass
Participant

Would love it. Should be customizable. Personally, I would do text and whatsapp.

alice2
Participant

This would be so helpful!  It would be so much easier to track direct mail, LinkedIn, proposals this way!

rodrigo_santos
Participant

English - When I want to create a new task, only 3 types of tasks are possible: Call, Email and Tasks.
I want to include more task types, for example: LinkedIn, WhatsApp, etc.
With this improvement, I will be able to generate activity reports filtered by all types of tasks and increase the degree of team performance analysis.
Pipedrive has had this possibility for a long time and I used it before.

 

Português - Quando desejo criar uma nova tarefa, só são possíveis 3 tipos de tarefas: Chamada, Email e Tarefas.
Eu desejo incluir mais tipos de tarefa, por exemplo: LinkedIn, WhatsApp, etc.
Com essa melhoria, poderei gerar relatórios de atividades filtrados por todos os tipos de tarefas e aumentar o grau de análise do desempenho do time.
O Pipedrive já tem essa possibilidade faz tempo e eu a usava antes.

gemini87
Participant

Add the ability to create customize Activity Types. We integrated LinkedIn Sales Navigator and want to track how many LinkedIn messages the sales reps are sending. 

Mike1021
Member

Any update on this? 

 

We send multiple types of direct mail and gifts. Are there any suggestions on how best to keep track of this? Solution would need to log...

  • type of direct mail/gift (I.e handwritten card, brochure, t-shirt, etc)
  • quantity sent
  • date sent

I see Hubspot has a blog on client gift strategy but I can't find an adequate way to log these activities through the actual Hubspot product... Thanks!