Great minds think alike

I saw this comment in a community thread and figured I'd propose it: While video conferencing solutions out there today are often workable, there are issues sometimes with inegrations. It would be great if HubSpot had its own standard video conferencing tool so it worked with the CRM and all our tools.    ...read more

Mon besoin est de créer une liste dynamique des contacts d'une séquence ayant soumis le formulaire pour les désinscrire manuellement.    La limite actuelle de cette fonctionnalité repose sur le fait que nous ne pouvons pas filtrer sur le nom de la séquence.  Actuellement, les contacts inscrits à la liste sont ceux ayant au moins une inscription à une séquence donc si une personne est inscrit à plusieurs séquences ou à été inscrit à plusieurs séquences elle apparaîtra.  ...read more

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ...read more

Not everyone knows how to use the CLI and having to use the CLI to upload something as simple as a single module folder is pretty time consuming (especially if you don't already have it installed). So would be great if we had the ability to upload folders or even zip files (that are unzipped when uploaded) to the design manager. ...read more

Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the Hubspot Team does a great job with the little pop-up tours for users, the first time they interact with a property or navigate to a screen. I would like to be able to make custom 1-5 Screen Popups that would engage upon first interactions with a particular New Property or Updated Property, if a new Deal Stage is added or a new Ticket Status is added would be the first few scenarios I can think of. Here is a screenshot of one of those popups for reference. If this is already possible, can someone point me in the direction of the URL/Documentaion? I will be happy to do the learning to make this happen for my team. Thanks all! Trish   ...read more

Currently, the only way to see which form a user is set to receive notifications for is to manually check in every individual form's settings. It would be great if user's could quickly access a list of all form's that they're set to receive notifications for. ...read more

Hi, When working with multiple inboxes and a lot of users in the conversation inbox, it's a nice feature to move conversations without assigning directly to a specific user. So the other team can decide how to and when to assign.   Since a recent update this is only available to users on a paid seat. When working with enterprise clients this causes a huge increase in seats only to move a conversation correctly.    Suggestion: make it available to move a conversation without assigning it directly to unpaid users. ...read more

Hi, I work a lot with the task overview within Hubspot. I use queues and everything to group the tasks, but it would be amazing to be able to color code them individually. So f.ex. for my own logic green would mean "i sent them an offer and should call them to ask if they have questions" and yellow "sent API info". That could allow giving an even quicker overview   Best regards 🙂 ...read more

Hello,   I would like to include in a list contacts that haven't received a specific marketing email. Seems it's not possible right now in a "straight" way. I know a workaround but that's not easy to use. (create a list with contacts to which email has been sent + create other list excluding this first list). ...read more