Community

mphnyc

All the time, we right-click highlighted text to search in Google. This could be for a person, place or thing. Lots of times, I am going to copy that name and look for the contact in HubSpot... or look for the Company in HubSpot... or email... or whatever. Why not have as part of the Chrome extension, this ability like we have with Serach in Google to Search in HubSpot?? I would use the heck out of that!

JiriU

Currently you can yourself modify the deal layout by re-ordering the sections in the naviagtion on the rights side (e.g. swicth default Fields and Company). It'd be great if admin could propagate the layout changes to other users to help unify their experience.

StuStokes

Hi There, We use FreshDesk as our support portal and Hubspo on a daily basis. Are there plans to integrate in a similar vein to that of Zendesk and Hubspot? Cheers, Stu

rsisto

Hi there! I've been using hubspot sales for a few months now, it works great, keeps my info updated and easily manageable. As for productivity, I'm suggesting a couple of features to the plugin (since it makes working with email and sales even smoother), inspired on another crm I used before migrating and from my experience. -Add link to create a new opportunity or task from the plugin. -Add link to create a new task from a business opportunity Thanks!

StampMe

It would be great if you could add in attachements and not have to relabel the link after each insertion of a templated document. At the moment it is a very awkward process and not user friendly!

Siddall

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters). You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range. It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year. Canned "Quarter" filters would fall inline correctly from there. Thanks!

sionjlewis

We would like to integrate Hubspot with our existing Microsoft based infrastructure by impellent Single Sign On (SSO) using Active Directory Federation Services (ADFS). Use Case: A Person has been given an account that is managed by our organisation’s Active Directory Service. This Person signs into one of our organisation’s PCs or Online Services (e.g. Microsoft’s Office 365) and an Authentication Token is generated. Assuming a trust has been set-up between organisation’s Hubspot Service and our Federation Service; the User navigates to our Hubspot Portal and is granted access (authorised) based upon permissions set by Hubspot service. Definitions & Descriptions: Active Directory is used to manage account properties including Username and Passwords. Authentication (SSO) is managed by ADFS which generates the Authentication Token. Authorisation is managed by Hubspot – i.e. the access level permissions granted to an account.

alittle718

This issue has come up more than once for various needs: We need to add Partner (rather than other), some people are just business contacts (more details would delight me more than "other"). The inability to edit these doesn't give our business control of the stages and doesn't make us happy and hinders our business process. YES, we create custom properties to handle this, but it doesn't simplify our lives. Simply creates more fields that marketing and sales have to populate. Please help. Thank you.

Siddall

It would be very helpful to allow a user to "Follow" a particular Deal, Company, or Contact? Management would like to 'stay up to date' and receive notifications about new Activity on a particular large Deal, for example. etc. It would be similar to the "Recent Activity" dashboard but management doesn't want to have to keep their eyes pealed to a dashboard. This Idea was spawned from my question out to the community. Thanks.

Scarioti

If would be great if there was a way to log when a sales person logs into HubSpot, a deal or makes changes to a deal. Ideally this information can be exported rather than having to look at each individul deal and sales person to see who made changes and who is using the app.

tholmes

Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within the next # days because HubSpot will only look into the next # days of the current year. If we were able to insert a wildcard for the year or only choose month and day, that would solve the issue. Thank you!

mvierling

Auth0 is the leading OAuth2 Identity solution. Auth0 easily enables Google and Facebook social signups. It would be nice if HubSpot and Auth0 developed an integration solution. Even nice would be if that solution enabled social Facebook and Google signup flows for onboarding new contacts.

vinnypoliseno · ‎05-25-2017

Right now I have 24 users who are using HubSpot Sales Pro extensively the Meetings feature. It would be nice to have an Admin view to see all the Meetings that are created for my whole organization or broken into teams. To get around this I've created a shared Google Doc and I've asked reps to place their meeting links into the document...but they tend to forget and I have to bug them to add when I should just be able to view these. If we are trying something new for marketing and want to embed a certain type of meeting of length it is torture to beg and plead with my sales team to provide this information to us. Sounds simple in my mind but I'd be interested to hear if anyone else has this pain.

dougwendt

All users could use the Last Meeting Booked field to drive views showing contacts that, for example, we haven't actually had a 'meeting' with in X period of time, if the field would auto-populate from *both* the Meetings module and from the Schedule function (i.e. traditional process of creating a meeting) in the CRM. Right now, it's only driven by the module, which renders the field essentially useless. This is an easy fix that gives a powerful solution.

taylorfriss

Contacts are double booking without canceling their previous meeting! It would be great if they got a HubSpot confirmation email with a reschedule button on it, or if the Contact already has a meeting book, the Meetings page recognizes it and presents an option to reschedule or cancel old meeting.

Babel_Gem

I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is not a contact in HubSpot, they get created as a contact without you knowing. I assume this is part of an automatic feature which would help you out in a situation where you're emailing a contact who doesn't exist in HubSpot. My issue is that this is not good when you have CC'd an external supplier / partner or even other members of your clients team who need to be involved on a CC loop but are not a contact. Your client may have even emailed a group of people on a subject and you are simply replying. Why is that an issue? A) the number of contacts rises (and could impact your paid contact tiers) and there is no notification of which contacts have been added by accident this way - we have had to create a very confusing list to filter these people but I still worry some get missed. B) They are automatically also in the marketing side of HubSpot, which is generally a good feature, but in this case difficult to manage. With GDPR coming into effect soon I hope this is a feature which can be looked at to stop this happening or even to provide a manual check (even a tick box to say 'add these new contacts to the CRM?' so that there is a prompt to then go and mark them as not opted in).

ianfabiano

We should be able to add a link to an image that we post to any of the social channels. This seems like a no-brainer. The purpose of posting an image is to send traffic to the site. Thanks

prathsnair

The current Report Settings has a couple of filtering options such as IP Filtering and Referrer Filtering. But both options do not help in case you want to filter out users from your own domain(s). If there is an option to filter out by "domain name" - that could give cleaner Reports. Kindly explore the ability to add Domain filtering as an option within Report Settings.

MelissaAlvares

We have BDRs and Sales Account Execs that work on the same account. The BDR nurtures the account until they are ready to move to a Sales Rep. For the Account/Contact/Deal - we want the Hubspot Owner to be the Sales Rep but we want to be able to credit the BDR for the nurturing and pipleine created. We'd can create the field "BDR Owner", but we'd like that field to be able to select from Hubspot Users, rather than have it be a manually entered field.

jklung

We need to see the deal owner in the Sales Pipeline Board. It is available in the Table view but not Board view. Should be a very easy thing to add. See my original question in the community: https://community.hubspot.com/t5/CRM/How-to-show-deal-owner-in-Sales-Pipeline/m-p/19381#M1657

jjuptrends

Hi Hubspot I would like to submit an "Idea" for a feature request for your "Activity Stream". Wish your Dev Team would implement a way to make the "Activity Sream" do an Auto-Refresh where users like us can set an "Auto-Refresh" to every "5 - 10 - or 15 Minutes". It would be so much easier rather than a Manual Refresh in the Web Browser to see who has opened and read emails we send. Thank You.

Kristin · ‎05-18-2017

Currently HubSpot is not configured to allow users to sync Salesforce events with HubSpot - so the data contained in events cannot be mapped. We would like to use HubSpot to send our clients reminder emails for upcoming appointments automatically so the branding is consistent and to avoid client communication within Salesforce. The event information could also be used to automatically follow up with people after a meeting or certain type of event, send related content (or avoid sending content), and so on. Without event sync I can't have HubSpot integrated properly with the entire client experience.

JMagee

When I attempt to filter my Contacts by the "contains" filter (Job Title, for example), I need to enter a complete word for any Contacts to be returned. It would be very helpful in many situations for the "contains" filter to incorporate partial words. For example, right now I have an "Industry" column for my Contacts that can include both the words "cybersecurity" and "cloud security." Currently, if I filter "Industry" by "contains 'security'," the "cloud security" Contacts will show up, but the "cybersecurity" Contacts will not. I would very much like to see this functionality added as soon as possible. I know that I can use Boulian searches ("security OR cybersecurity," for example), but that requires me to keep detailed records of exactly what I've entered into every Contact's field in a particular column in the past.

user101

Provide an activity stream for marketing activities including web visits, landing page updates, email sends, social media etc. Comparable to the activity feed in sales (and ideally a unified single stream). Available on desktop and in the mobile app.

het3ver3geet4

Why on earth would you be REMOVING this from Hubspot??? We currently use this function for scheduling social media posts including to LinkedIn Groups and now we'll have to go and do a separate task for this? WHY??? Please reinstate. Thank you Robyn

lindsay_tiz

Love the ability to add parent/child relationships. Now my question is - is it on the roadmap to be able to add NEW contacts as related (parent/daughter) companies? It looks like you offer this in the regular search functionality - i.e. if I search for a company and it doesn't appear, I can easily click "add new" company to create it. In the current Related Companies feature, if the company is new, it looks like I would have to exit out o fthe company record, create a new company, and then go back in and add it. It'd be great if I was able to Add Child > Search for the company > If it's not there, have an Add as New Company option right in the dialogue. Can you confirm this is the case, and if you are looking into fixing that at all? Lindsay

michaeljay201

I currently have more than 30 different views set up, each with the same columns so I can easily switch from one view to the next as I am reviewing contacts for different territories and statuses. As of now, if I wish to add a new column to my views, I must do so manually for every view. For convenience and efficiency, it would be extremely helpful to have the ability to apply changes to any/all views simultaneously.

bowlinshoes · ‎04-12-2017

We've had quite a few users asking if we could integrate our iOS and Android CRM with other business card scanning apps. We're going to do one better and build a business card scanner right into our CRM apps.

davidphillips

We were looking at our competitiors in the industry and we like this style of this blog https://fattmerchant.com/blog - If someone could create this style for all HubSpot users / clients would be very valuable. It looks much cleaner and we believe the CTR would increase with this creative layout and style. Just need to import a custom css style sheet. Let me know if someone could do this work to add value. Appreciate your efforts! Thanks. David

zkirchin

meetings link It would be great if we could remove the promotional meetings link from the booking confirmation page. Just doesn't provide a good ux when users are seeing a promotional link for something unrelated to the company they're booking an appointment for.

Jsum

Since Hubspot moved the global content to the design manager the only way to create a global module is by create it in the template builder and using the gear icon to make the module global. This is such a pain for anyone building custom coded templates. Before the move you could go to global content and a button on the top right would bring up a list of the modules you can select from. Mostly I use the custom html module for headers and footers on my sites. In the design manger, when you click the "new" button it give you the options to create template pages, coded pages, custom modules, etc. I really think that there should be an option to add at lead a global module here, if not globabl content in general.

mschnitt · ‎04-05-2017

We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?

DBowers3

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

Bryan

Ability to require minimum/maximum number of charcters in a form field. This would prevent users from entering a "space" to get through the required field. My application is for a zip code, where the user must enter 5 characters.

karengerberry

Under the reporting area, if you create a custom event you can see how many times an event was done - great! If you create a list you can see which contacts did that event - great! However what is missing is knowing how many times a contact did a specific event. Currently, you have to manually add up how many times a contact did an event by scrolling through their timeline. An easier way to do this would be great and also very beneficial as events relate to our tool/product.

alexa_c · ‎05-11-2017

When you A/B test an email, three Hubspot IDs are assigned to that email. However, if you try to export the email data, you're only shown the 'winning' Hubspot ID rather than the IDs for all iterations of the email. We use the IDs to track all customer activity (not just the winning variant's) - it would be so helpful if the exports could include all A/B test results rather than just one variant's.

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.

SShepard · ‎04-24-2017

Many of my sales interactions (calls, meetings, etc.) involve more than one contact within HubSpot. It would be very useful if there was a way to log an activity to multiple contacts by way of the "@" symbol or some other means. For example, say you do a presentation at XYZ company with contacts #1, #2, and #3. I'd like to be able to log that meeting and use the "@contact#2, and @contact#3 " or some other means to have that activity also get logged to the other contacts. This would save steps and provide an easy means of making sure all the participants in a given meeting are logged with the same activity.

OCS

As it currently stands, a user can not be limited to seeing only assigned deals without also limiting his/her ability to view Contacts and Companies.This bundling of Contacts/Companies/Deals is rather clunky. Ideally, managers can allow users to view contacts and the associated companies, but not deals. This will allow sales team to be informed and avoid accidentally prospecting someone else's lead, without having actual access to intimate deal details. Are there any plans on the horizon to make user permissions more flexible??

ctyriver

Really wish we could lose the ugly-messy Captcha and go with the clean No CAPTCHA reCAPTCHA!!

BryanRonnex

When I am sending templates/sequences, it takes too much time to find the ones I am currently using because all the old ones fill the options for 'recent templates' despite the fact that i havent used them in a while. Can you create an archive that allows templates/sequences to be excluded from the 'recent templates' list? The current way it works makes it difficult to use multiple templates and/or sequences at a time, because I have to browse and find them in 'all templates'. I cannot delete the old ones because data would go lost on send-open-click rates.

roarkjanis · ‎04-08-2017

Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of this through parent-child relationships and allowing deals to be associated with one child so that the email can be logged appropriately.

adrienjorge

Hello, The way Hubspot CRM is built around current deal's " stage s" is, in my opinion, incorrect. For one simple reason, it packs 2 elementary concepts of CRMs ("stages" and "status") into 1 ("stages"), hence making it dirty. I'd like to suggest to unpack those 2 basic concepts. Here is how they should be defined: - Status: Open / Won / Lost - Stage: All the stages that make sense for a pipeline (e.g. To Be Contacted / Proposal Sent / Negotiating / etc.) Reasons why today set-up is incorrect: 1 / Stage Logic "Lost" is one of the stage of a pipe with "To Be Contacted", "Proposal Sent" or "Won". In the pipeline, "Lost" comes after "Won", like if it was the natural next step. That's just not the case. "Lost" should not be a stage as it is not the expected step coming after "Won". 2/ Reporting is compromised - Let's say you have a CRM with both "stages" and "status" and you want to know why your conversion rate from "Prequalified" to "Proposal Sent" is so low, how do you do? Easy, take all deals with status = "lost" and stage = "prequalified" and analyze the closed lost reasons. Now, let's say you want to do the same with the current version of Hubspot CRM. The same deals you were looking at above appears as stage = "lost" in your exports. You can't do anything with it and can't understand why you can't convert. 3/ Custom Properties is not the option Creating a property called "status" is not an option as most of Hubspot's reporting would be broken since it is assuming the "lost" info is in the stage. 4/ It's confusing, even for Hubspot! I've raised a ticket for it already. On the contact page, when looking at the deal related to it, it is shown as "Status: xxxxx". While "xxxxx" is not the status, it is the stage . So it's apparently confusing for Hubspot too. Adrien

jasonsongtrust

Surprised this doesn't exist. Why else would we gather email information when sharing documents? (You are unable to do this with URL tracking because the links change.)

bwebster04

It would be awesome to have the ability in meetings to define a specific date range for a meeting link. The use case I have for this now would be to set meetings up during a conference in-person only on the dates that the conference is running and at specific times during the conference.

rossfruin · ‎04-21-2017

It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, and skip stage 2 for one reason or another. In cases like these, it should still be counted as a conversion from stage 2 to 3 even though it was not "placed" in stage 2.

TMacchi

I would like an option for lifecycle stage to trickle up from contact to company in addition to the current option to trickle down from company to contacts.

SeanHenri · ‎05-19-2017

It's challenging to keep the Messages app open all the time in my browser. It would be amazing if I could be notified of new chats in Slack. Even better would be the ability to hold the entire conversation right in Slack, with the option to switch over to the CRM.

user101

Lead revisit notifications currently show up on mobile device notifications. The product team intends to remove that, which will inhibit real time responses. Can we retain it?

Madison_SOL

We would love to be able to pull a report on our campaigns. For example, we have a campaign that is linked to several webpages. We wanted to pull a report for that campaign that has the traffic info, website visits, clicks, etc. for each individual page in one report instead of having to click into each individual page.

Community Discussions

HubSpot Sales

HubSpot Agency Partner Kick-Off

HubSpot Marketing

COS Design

HubSpot Ideas

HubSpot Agency Partner Kickoff 2017 Q&A

Academy

Support Resources

Internal Knowledge Base

Software

Learn Inbound

HubSpot Blogs

Careers

About

Sales

Locations