HubSpot Ideas

TGrabert

Playbooks need be accessible on mobile app

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. 
If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email it from a file source on my phone or have someone email it to me that is on a computer desktop and can access playbook files. 

49 Replies
ShiranA
Contributor | Diamond Partner

Our client (and us) just discovered that this feature is not accessible from the app, which might lead them to abandon HubSpot before they even started.
You really need to think of the impact that this discovery makes, especially when happening IN REAL TIME.

ifaith
Participant

Our team would use this!!!!

etbower
Member

+1 it's been 3 years

Dougal
Member

Is there a plan for this?  

please add to the roadmap @hubspot product 

natsumimori
Community Manager

This idea has been raised in the Japanese Community too: Link to the thread

RGuerraAlves
Member

Super necessary - have seen this needed in at least 3 businesses.

HHunt1
Member

Really need this feature. Playbooks are great for sales/discovery calls, but we also want to use them for face-to-face meetings. Our sales reps use tablets so they use the app version of HubSpot a lot. Not being able to access playbooks via the app is a real drawback for us. 

HHunt1
Member

We really need this. It is not just discovery calls that playbooks are used for, but also face-to-face meetings which we do on tablets.

PNASPIŃSKI
Member

+100 We really need this! Our sales representatives work in the field and this service is very helpful for us