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 

HubSpot updates
Re: Customizing "log activity" and Task type in HubSpot Sales - changed to: Idea Submitted
Dec 20, 2018

Hi everyone, I'm going to update this idea as 'Idea Submitted'. To be fully transparent, the mistake was mine in interpreting these discussions as the need to customize Call & Meeting types - this feature was in beta and is now live (details below).

 

However, I understand that the need here is to identify, track and report on custom activities. I have made a note of this change and demand and will be taking this to Product, I know this is something they are aware of and reviewing but I do not have any further update at this time. To set expectations the next report I bring to the Product team will be early January. 

 

I apologize for the miscommunication here and will endeavor to get you an update on this idea. 

 

 

______________________________________________________________________

 

How to set custom call and meeting types:

 

How it works

  • Navigate to Settings > Sales > Call & Meeting Types.

  • Click “Enable Call and Meeting Types.”

  • Add your types.

 

Inline image 1

  • Then, when you’re logging an activity from a record in your CRM, simply click “Select Call Type,” and choose your desired type.

Inline image 2

 

What about reporting?

With the update, call/meeting type is now represented in two pre-built reports within the report library, and can also be used to build custom reports.

 

The two pre-built reports look like this, and live under "Prospecting:"

  • Call and meeting totals (by type). Holistically, are there trends in the types of calls/meetings your team is having?

  • Call and meeting leaderboard (by type). This report shows you the total number of meetings and calls each of your reps are having, by type. Did one rep have more pre-qualification calls, while another had more demo calls? Use this report to find out.

 

In addition to the pre-baked reports, Reporting Add-on or Sales Professional users can create custom reports using the Call/Meeting Type data.

 

 

170 Comentarios
Colaborador destacado

This is basic functionality in SFDC to define activities. It makes the CRM more relevant and reflects the company's tactics and activities across sales and marketing and support.

 

It also enables HubSpot CRM to be used as an ABM tracking and reporting tool.

Colaborador habitual

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! 

Nuevo colaborador

Bump.

 

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

Colaborador destacado

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

Colaborador ocasional

Impossible to synchronize CRM tasks with other tools (Google Calendar, Todoist....) Emoticono triste

With Zapier, maybe.... or not Emoticono tristeEmoticono tristeEmoticono triste

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

 

Colaborador ocasional

Hi,

+++++++

Very interested by this feature. 

Nuevo colaborador

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.

Colaborador ocasional

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.

Colaborador habitual

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.

Colaborador ocasional

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.

Colaborador ocasional

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

Asesor habitual

The status is in beta, so hopefully soon.

 

Nuevo colaborador

Such a simple little thing but will save so much time

Colaborador ocasional

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! 

Nuevo colaborador

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

Colaborador ocasional

@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.

Colaborador habitual

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...

Colaborador distinguido

@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.)

Colaborador habitual

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).

Colaborador distinguido

@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.