Community

RDJ72 · ‎04-26-2017

Currently we can relate one campaign to a social media posting. However, frequently we would like to be able to filter planned activities in the Calendar, or metrics in the results dashboard, in other ways then just per campaign. It would be very helpful if we could assign a selection of tags to each social post and feedback on these posts in the inbox. Think of: tagging which team has posted, or which team should answer on feedback, using tags to categorize social postings and comments as 'compliments', 'complaints' or 'questions'.

Sophie · ‎02-16-2017

Hi, I am a Channel sales Manager and I have a Partner network. My partners are involved in the sales process and I would like to add my partners on deals as there are part of the deal with the sales too. I would like to be able to do the same as Salesforce : https://help.salesforce.com/articleView?id=partners_edit.htm&type=0 "To add partners to an account" "To add partners to an opportunity" Then I will be able to see which deal is link to my partner and to create reports with my TOP partners and give fees to my partners. This feature is required as I am part of the sales team and I don't want to create my reports and all my following through Excel... Thank you for your response, Sophie

sdjohan

On Messages tool: It will be great to add the following for sales manager / admin: 1. Ability to view who are the sales reps who have Messages enabled - and their statuses. Ability to control that status. 2. Admin access to set publishing permissioning. ie. sales reps won't have ability to change and switch which pages their messages appear on, this can only be set by the admin. Thank you.

mfinocchiaro · ‎02-06-2017

We need a systematic way to create a "Deal Number" containing letters as well as sequential numbers. These are based on which business unit creates the deal, the year the deal is created, and then a sequential number to create a unique identifier for each deal. For example, one deal number would be XYZ20171234, the next one created in that BU would be XYZ20171235, etc.

rdavidson · ‎01-03-2017

Instagram integration for social media stats.

Jeffrey_U · ‎03-27-2017

It would be very nice to have a much better user management. With more options for rights and permissions.

dstokes · ‎03-29-2017

It would be helpful if we could have the option to remove the pictures automatically populated with companies and contacts. Several times when adding a contact, the pictures is automatically populated, but for whatever reason, it was incorrect. Currently, I have to create a default logo to assign to be able to remove the incorrect picture. It would be nice to just have a remove option.

Yoshi · ‎04-07-2017

Currently, same email address can't be shared to use for multiple users. It would be great if we can share same email address across multiple users.

olivia_i · ‎04-10-2017

Why is there no functionality to include the appropriate Contacts with Meeting activity? This used to be a functionality and it is missing. This should be possible and it should sync across all attendees listed.

smnktng · ‎04-12-2017

We would like to see hubspot having chat support to support its customers This work out great and for quicker response times. We'd love to see this soon.

LindaAbraham · ‎04-28-2017

On the contacts and deals record in the attachments box add a button for View All , which will filter for attachments to that individual record.

CaseyBinkley · ‎05-24-2017

Right now there is a maximum of 10 Task Queues I need way more than this. Hopefully they can be extended by alot soon.

jamie1 · ‎02-13-2017

It would be really useful if I could generate my sequence tasks either for the entire day, not a certain time, or all for first thing in the morning. I use tasks to remind me to call leads, which I might do at any time throughout the day, but at the moment I won't get a task until the time at which I initiated the sequence. So if I sent 150 emails at 4pm one day, a week down the line Hubspot would generate me 150 call tasks two hours before the day ends rather than letting me choose what time I see them.

Bryce

Ability to access gmail verification code to set up automatic forwarding of incoming mail to hubspot.

Brent

We used to use Snapengage as our website chat provider, we switched to the new Hubspot messages feature when it became available which is a nice tool, but... we did have 10+ chats/day with Snapengage, now we've switched to Messages we've got 0/day!!! Can we have - 1. The ability to choose the length of delay in which the proactive message pops up after page has loaded. 2. The choice to play a sound in the visitors browser with the message pop up. 3. The choice to capture an email address if the chatter is offline and/or not already a contact. I also notice that Hubspot is still using Snapengage on their own product/sales pages (and capturing details like in a form when chatters are offline)?? is this because it has the functionality that converts visitors - to - leads? Please help, because at the moment it's looking like we'll have to switch back to Snapengage, and I don't want to admit defeat!

colesampson · ‎01-24-2017

I was told by Rami the moderator that there isn't a way to customize the fields that show whenever you add a new contact from the gmail extension, but it's something that we would find very useful. As we're making new contacts with people, we don't want to confuse mobile numbers with company numbers. There's a field for 'phone number,' but not 'mobile number,' and we'd like to avoid needing to go into the contact later and moving it so we can specify which phone type it is. Thanks!

Harris

Google site search is being ended in April 2018. This was always the recommended way to add search to your site. Hubspot needs to build the ability to search both the blog and COS pages if COS can be sold as a full CMS.

michaeljay201 · ‎02-15-2017

In the iOS app, I see where I can filter the Contact timeline by the following: Notes, Calls, Sales Emails, Tasks, Meetings, Lifecycle Changes and Deal Activity. This is helpful, however, it would be even more helpful to have the ability to add more filters to provide greater customization. One specific field that would be "Lead Status Changes."

Daria · ‎03-31-2017

Under Social Media Monitoring, after clicking on Retweet, whether I choose to do a Retweet or a Quoted Retweet, "Retweet Now" is the only option that currently exists. I'd like the option to Schedule the retweet at a later time. Instead of retweeting it right away. This option would add the retweet to my calendar at a date/time of my choosing.

Buhls · ‎04-25-2017

It would be very usefull if it would be possible to drag documents directly into the area for attachements in deals, contact and companies. This would make the process of adding an attachment so much faster.

ckenworthy · ‎01-18-2017

It would be valuable to be able to merge two or more existing DEALS. Different people can create a DEAL and building out notes, tasks, etc., and, in fact, it turns out to be one big DEAL rather than several small ones. The ability to MERGE them, while retaining all history, notes, etc. would be valuable. Otherwise we have to manually agree which *one* will be our "master" going forward. THANKS!

Mary_Pouliot

It would be very helpful to be able to filter internal social mentions - this would help users keep their social inbox clean and focus on interactions with potential leads and customers.

mike175 · ‎03-14-2017

I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create Date, Close Date, Deal Stage and Amount and then sorted and subtotalled by Quarter or Deal Stage. These fields unfortunately exist in more than one mutually exclusive database object in HubSpotCRM and thus I cannot run a simple useful report that, btw, I was able to easily do in my last company using the leading CRM. May have to switch if there is not a reasonable solution.

WarrenE

HubSpot allows creating of multiple languages for the homepage, but in order for a user to see the homepage in their own language (based on their browser localle) they need to manually change to their own language via the "language switcher" This does not provide a great user experience, my idea is that HubSpot load the relevant language homepage based on users locale. We have implemented a client side JavaScript redirect work-around for this, but requires default page to load first, which is sub-optimal user experience.

Daria · ‎03-31-2017

We're currently using HubSpot for Twitter posts, but when it comes to Facebook and LinkedIn... We simply can't, and here's why: we need to use language targeting for Facebook, as our fans speak various languages and we don't have the same message for each audience. Same punishment for LinkedIn: we use the audience targeting tool to be more relevant with our social posts. I assume that it is quite difficult with LinkedIn as their API seems to be have quite a few restrictions (e.g posting images) but Facebook geo-targeting and language tageting features must be available.

sgazeau · ‎05-03-2017

Hi, Everytime someone from my team assigns me a task I receive an email with poor details about this task. If there isn't any description in the task I am not able to see what is the task about. This force me to go to the tasks manager everytime I am noticed that I have a new task assigned. To save time it would be very helpful if the title could be displayed in the assignment email as it occurs in the task reminder email. HubSpot, please add the task title in the assignment email. Thank you! Thanks

austinpostler · ‎05-23-2017

A function to view who sent a particular message, was the message opened/viewed, and if the message was responded to. Reporting analytics like this would be very helpful for our company to be able to dissect and dive in to the performace of each message. Having this information available in a list format as well as on the individual contact card would be helpful.

akishaitas · ‎02-10-2017

ok listen, on the dashboard one of the reports is productivity... In that report you have Number of calls Number os emails Number of tasks and Number of notes Which is fantastic... What you should ALSO have is Percentage of emails opened Percentage of emails opened during a specific time of day and/or emails opened during a specific day of the week You are already capturing the information in the notification section anyway. All you need to do is make it available in the report section.. Lets rock this

Invorio · ‎05-24-2017

I use the CRM app on Android. It's great that I can call contacts with one click and be able to put the results in teh timeline whilt away from my desk. However, I use a voip service (Vonage extensions) for business calls, particularly for overseas calls. It would be great to have the option of calling on that service, not just the standard phone dialer.

Royce · ‎02-16-2017

Hi all, We would really like a way to be able to control which contacts get automatically synced to their company. From our experience, we cannot keep this option on because it will mess up our HubSpot company database. We work with universities and due to their structure of multiple campuses and departments, this feature has created duplicate companies and just messes everything up. For example: bob@sdsu.edu and sam@engineering.sdsu.edu should be part of the same company, but HubSpot would create a new SDSU company since the email domains are different. On the other side, Bob might work at the main campus but Sally (who's email is sally@sdsu.edu) works at the Downtown campus. To us, these are 2 different companies, however, Sally would be associated to the main campus. Therefore, I would really like to be able to control which contacts this feature works on. One option would be to have a control on the import contacts page. This would help because, even if the contacts are already in HubSpot, we could export them and reimport them with the option to "associate to company" turned on. Please, please, please make this possible!!! Thanks!

EricBshaw

I would love the ability to export the sales activity in order to drill down and analyze the meta data for trends such as best time to call, most sucsesful products, etc. the exported data would allow me to input it into 3rd party data analystics software such as Tablaeu and Power BI to get a better insight into the metrics of our company.

sumitincisiv

Lately, I have been searching for an option to add a login feature to my Hubspot COS website. But as it turns out there is no option to add a login feature via Hubspot. I tried looking at third party softwares which I could use to add a login functionality but this wasn't an easy search either. Although there is a way to gate content, but anyone can copy the url to the 'thank you' page and access the content. Also, people may access a gated content by giving a fake email id. I t would be very helpful if Hubspot offered such a service internally. So I request the Hubspot team to consider this idea.

JimMartin · ‎12-12-2016

For both contacts and company fields, allow the Admin to make fields required.

charliestocks

1) I'd like to be able to create an Autofill by LinkedIn button 2) I'd like to map the fields on my Hubspot form to standard LinkedIn fields; 3) I'd like to add the code for an "Autofill with LinkedIn" button to my HubSpot landing pages; 4) When a visitor clicks this Autofill button, I want to auto-populate the HubSpot form with mapped LinkedIn data 5) I'd like the visitor to simply click OK to add their contact details as a new HubSpot contact

shawnfreeman · ‎03-29-2017

In the Sales CRM part of hubspot I would like to add a filter to display the number of companies that used to have the lifecycle stage of "Customer" but don't anymore.

AndyPitre · ‎04-04-2017

For companies that work with independent sales teams for different product categories, we need to create different sales groups and each one of them needs to have a very own "sales group admin". This "sales admin" would only be able to see the deals within his team but not deals from other teams. Respectively, a sales person from a certain team could not have access to deals that are not in his group. Lack of this single feature is making our clients use a separate CRM.

LindaAbraham

I would like to be able to email 2+ people (sometimes) in a sequence and that's not an option. Can you add it?

parlicharkes · ‎05-05-2017

It would be good to be able to edit the submit button text of a form in the landing page screen rather than having to change it globally for the form - this would allow you save time by reusing forms but tailoring them to that particular content offer/landing page with dedicated CTA text.

mphnyc

Salespeople need access to Contact Lists. perhaps not all of them, but this isn't a big deal. Without granting full HubSpot Marketing priviledges, I woudl like HubSpot Sales users to be able to access listss... add, delete, update and see what lists a user is assigned. Want to do this without giving tjem access to things like forms, emails, etc. This shoudl be a simple addition... they just don't have a pull down from Contacts in Marketing.

david_hoover · ‎12-20-2016

Good morning, I like the new clean look of contacts, but I fear the use of "today" and "yesterday" and dates without times in the "create date" field. The date stamp with the time is something I use literally every hour of every workday. The loss of it in the main contacts view (which I understand you are trying to make look cleaner) forces me to go into the detail view of each contact for information previously available "at a glance". Please don't make me work harder--give me the option to view my create/modified dates as proper datestamps.

V_Vides · ‎01-11-2017

Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sales people to have a company view of how we are doing.

mollysynap

It would be really helpful when creating a list to have a universal exclusion rule rather than needing to apply it to every or/and clause that already exists. It's a tedious task and due to the manual nature, makes it easier to create mistakes.

BradM · ‎05-10-2017

I am trying to figure out how to replicate Salesforce.com's concept of Events in Hubspot and report on them. Each day/week I want to hold my sales reps accountable to making "X" number of calls, scheduling "Y" number of meetings, and completing "Z" number of these meetings. Hubspot can kinda/sorta report on number of calls and their dispositions (e.g. No Answer, Completed, etc). However, this doesn't exist for Meetings. Meetings Scheduled and Completed is a leading indicator of whether the sales reps are speaking to enough prospects to get to goal, and the conversion metrics are important. Please invest here.

bhalferty

When hitting the text message icon on the HubSpot Ap, it takes you to your texting screen on your phone, which is great. I think it would be very valuable to automatically log that text into the CRM if you hit that icon button on your contact's page. Right now it is set that you have to copy and paste that text back on the page.

afotino · ‎12-08-2016

Hi All, I love the new updates! I would love to be able to send recurring indivualized team member dashboard emails rather than the whole team. Thanks!

Shay · ‎04-10-2017

Migrated from legacy feedback forum with 39 votes. There currently isn't a way to A/B test forms. I'm assuming other users out there would be interested in A/B testing whether or not certain fields create higher form submission drop off than others.

Ariel

when you first setup meetings with your sales pro account, the system guides you thru a "set up" process to create your fist meetings link. During that process, the system automatically genearates a link like: app.hubspot.com/meetings/name+number After setting your first link, you are able to choose a custom "name+number", but all links created after have the following form: app.hubspot.com/meetings/name+number2/link-name And you are unable to create a new "base" link like: app.hubspot.com/meetings/name+number2

HC · ‎03-06-2017

Our organization have a need to attach files (excel, pdf, word, ppt. and more) to the create task option. Such feature will improve our work efficient significantly. Appriciate your help! HC

realizeit · ‎04-13-2017

I just "found" your Create a Follow up Task link today. When did this go live? Anyway, I was intrigued because I have a structured call cadence that I use consistently. It thought, "Ah, ha! A short cut!" I wish. When I use it, I can select a Custom date but, for whatever moronic reason, it has a default of 8 am. Come on guys. I make a call at 10 am; I want the follow up task to be for the SAME TIME. TIME, TIME. I organize my days by TIMEEEEE. Sorry. I'm just very frustrated with HS Sales. You overcomplicate things and don't think thru these "new releases." I also want to rename the sucker so that it reads Call 2 or Call 3. So, back to the drawing board for me--and it should be for you too.

TheGreatAmberto

We often scroll through our email and create new taks, follow ups, etc directly from Outlook. It would be awesome if we could create HubSpot taks from Outlook, rather than having to go to open up HubSpot and leave Outlook. Once these emails or contacts are tracked in HubSpot it's easy to add then create tasks, but then these tasks aren't in Outlook and on our Calendar. These two things should be integrated.

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