HubSpot Ideas

grayson

Customizing "log activity" in HubSpot CRM

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 

252 Comentarios
KTotten
Participante

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%. 

Arne
Colaborador líder

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. 

MPVT
Miembro

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.

 

 

PerrynOlson
Miembro
To be fair, HubSpot added numerous new activity types in July 2022.
It'd be nice to be able to add custom activities.

THarris-TTS
Miembro

YES!  I can't believe this isn't an option yet and it's been on this thread since 2017.  I want to add two different types of activites that my teams can log for tracking and visibility.  Even if we could get functionality similar to meeting types or task queues that would allow us to specify and report on tasks that don't fall into the general norm.

Ally7
Miembro

Ability to add customer activity types OR add an option for Instagram DM's

LBadiali
Miembro

It is great to have activity button like 'email, note, log call, log meeting, log linkedIn message' etc but these are not customizeable.

 

It be useful and make a huge difference to our business if you could customize and add your own activity buttons.

 

For example we would add 'Log partner introduction' and 'log client introduction' so we can tag multiple organisations and time stamp it which will enable us to search for that specific activity. Notes & meetings arent specific enough.

 

Please implement!

aronh
Miembro

This idea would be very helpful for me as well, as we do a lot of in person walk ins, client check ins, that i would like to be able to log 

SBradt
Participante

Since there is a place for logging a company's facebook address under the standard company properties, it seems odd that there is no option to manually log a messenger message like there is for SMS, SnapChat and Linked in. 

 

SBradt_1-1694446931200.png

 I will also share here the rant I gave to the chat line person who suggested I post this here

SBradt_2-1694447010350.png

 

SealaB
HubSpot Employee

+1 for customer

Estado actualizado a: Delivered
kman
Equipo de producto de HubSpot

Hi all a couple of years ago, we released 7 new logged activity options based on what we saw in this post. Could you please submit this short form if you still have a logged activity type that isn't being supported? Thank you!

kman_1-1705511699748.png

 

 

j_skrivanek
Miembro

It's embarrassing to have to deal with options that are not even common in 2024. This is an urgent thing to fix. If not with custom options then at least with proper values (e.g. featured Social Networks and Messaging Services). Or make it even more generic. But this is frustrating...