Great minds think alike

Currently in the text snippets and email templates tool, it's only possible to use tokens from standard objects such as contact, company and deals. It cannot pull any custom object fields which is a huge bummer.   It'd be really useful if HubSpot can implement this feature for enterprise accounts who have data spread out across multiple standard and custom objects. This is possible in marketing emails, so implementing this in custom objects just makes sense.   Please upvote this idea if you feel the same or have had similar painpoints! Thank you. ...read more

Provide additional routing options for the Customer Agent to route to a ticket. This is currently limited to a hand-off only, which requires a user to be assigned to the live chat.   Who it's for: Service Hub users with access to the Customer Agent (currently in beta)   What problem it solves: Not every team has capacity to be available 24/7 for the AI Agent to hand-off the conversation to a live person, being able to create a ticket allows it to flow into existing processes/queues.   submitting on behalf of Patrick O'Keefe, reference ticket #19929723027 for additional details about the limitations. ...read more

Smart Rules needs visual help   When using smart rules, the visual editor never knows if someone has applied smart rules or not. So we’ve as a team know that someone enabled Smart Rule. The module section doesn’t draw enough attention to it so individuals miss. ...read more

Currently, in HubSpot, we can see who last viewed a report or dashboard, but we don’t have access to a complete view history. This limits our ability to analyze how reports are being used within the team, especially in areas like Sales and Revenue Operations, where understanding which reports users engage with is crucial for daily management. It would be extremely useful to have a metric that records: Who viewed a report or dashboard. How many times they viewed it. The date and time of each view. This feature would allow us to measure user engagement with reports and make data-driven decisions to optimize dashboards. HubSpot support confirmed that while this option is not currently available, the platform does track the last view, which suggests that a log might exist in the backend. Would this feature be useful for anyone else? Please upvote and share your thoughts so the HubSpot product team can consider adding it to their roadmap!   ...read more

The cs team needs to be able to create leads and put them in a round robin, using the "create lead" button in the "leads" tab in the "sales workspace." Not just on individual basis, but also sales team basis. Ie, when a lead who is interested in product A, that lead will be "round-robined" to the sales people in product A sales team, and so on for all sales teams. ...read more

Idea: Integrate Ticket Properties into Multi-Step Forms Overview We propose enhancing the new multi-step form feature by allowing the use of Ticket Properties, similar to the functionality available in the legacy form builder. This integration would significantly streamline interdepartmental ticket creation and collaboration. Use Case Currently, we utilize HubSpot forms for creating tickets across various departments, facilitating effective communication and collaboration. However, managing multiple forms can be cumbersome and inefficient. Benefits of Integration Consolidation: By incorporating Ticket Properties into multi-step forms, we can consolidate all departmental forms into a single, cohesive process. Improved Logic: The ability to apply conditional logic in multi-step forms will allow us to tailor the ticket creation experience based on specific department needs. Enhanced User Experience: A unified form will simplify the ticket submission process for users, reducing confusion and improving response times. Conclusion Integrating Ticket Properties into the multi-step form feature will not only enhance our workflow but also improve collaboration across departments. We believe this enhancement would greatly benefit many HubSpot users facing similar challenges. ...read more

If you have the service package, transactional emails should be included as a standard as part of this rather than having to purchase an additional costly bolt-on. As Hubspot moves more towards a service/success space, they need to understand that transactional emails are a given in the tools that dominate this space. Please let us have a way to run workflows to automate onboarding and adoption communications for our clients that they cannot unsubscribe from. Otherwise, this is harmful to the business and prevents easy scaling without massively overcomplicated workflows.  ...read more

Adding to this Idea instead of creating a new one, but this lacking feature is literally preventing us from using the Hubspot Commerce space for very similar features. @hubspot, I think it's an easy solution and just requires a re-arrangement/utilization of features that exist already. Let me explain: PROBLEM: For service providers who need to create and submit Proposals, Quotes, SOWs that capture the customer problem, solution, and associated costs/terms, the written language is different every time. Right now we use Word / Google Docs to compose that. Hubspot's current Quote Template features do not suffice because when you go to create and use one on a Deal, the language in the Quote Template is locked and un-editable.  For example, I want to edit the portions the red arrow is pointing to, but can't: That we cannot edit the text in the Quote Wizard is a major problem... in B2B sales rarely can text be templatized like Hubspot has it. SOLUTION: All Hubspot needs to do is reconfigure the feature set to allow in-element editability within a Quote Template.  For example, when I'm creating this quote and want to capture/write the unique details of the Deal with tailored language to our customer, we can enable the rich text editing properties that are available all throughout Hubspot into the Quote-building Wizard... for example like this: ADVANCED SOLUTION: Utilizing same featuers that drive Snippets, Emails, Templates, etc. -- and taking inspiration from DocuSign, PandaDocs, etc. -- Hubspot could allow Users to save text blocks for later insertion into some sort of "Smart Blocks" library. For example, an "Intellectual Property" clause or "Terms and Conditions".   ...read more

Problem: Users creating Deals through the UI when the Lead object is implemented defeats part of the Lead purpose to retain top-of-funnel information to be carried over to the Deal and so on Suggested solution: Allow admins to restrict how users are allowed to create Deals. In this example, ideally deals would only be created by moving a Lead to "Qualified"  stage ...read more