It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or workflow filters where we can combine multiple conditions with AND / OR that would make calculated fields much more powerful for us. ... View more

In a perfect world, you have the ability to create global property fields that you are able to add to any module. These would update accordingly as you update them throughout the system. This would effectively do the following: - reduce workflows related to updated information across modules (ie companies, contacts, etc) - reduce the amount of fields/data entered into Hubspot (ie creating Lead Source if you want it to appear in Companies, Deals, etc). - create more unity in reporting/data and analytics. - allow Staff to correctly update information and have the most up to date information anywhere and anytime.    I find myself having to create way too many fields and properties. You can't clone Lead Source (for example) from the Contact module, to the Company module, and to the Deal module so imagine how cumbersome the task gets recreating all modules in each one when the Lead Source may have 30+ sources.  ... View more

It'd be great to be able to get Workflows visualized outside of HubSpot in a flow tool like Lucid or Google Draw. Here are a few reasons: Workflow documentation. This a workflow can be visualized and commented on. This would be especially useful for more complex workflows. Especially if you are handing them off to another person when you hire or leave a company. This way, the visual could also be piped/integrated into platforms like Confluence. Proposing updates. This could feasibly be done by just cloning a workflow and making proposed updates without ever making it active. But you wouldn't be able to comment on any of the proposed updates inline. Exporting Workflows as visuals. You can export workflows as a CSV from within the portal, but this gives limited information about it. You could also take a screenshot, but this doesn't work great if you have a large workflow (you can only zoom out so far and take a good resolution screenshot). Having the ability to load workflows into Lucid makes them more portable.   The HubAPI already has the ability to dump the JSON structure of a Workflow. I'm sure the JSON structure could be used to easily visualize a workflow outside of HubSpot. Someone would just need to put in the time to map it out and generate the visual. ... View more

Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpot are booked, the day would become unavailable. There could also be a choice of whether this affects already scheduled events (non-HubSpot meetings) so say either five HubSpot meetings or five meetings total. ... View more

It would save so much time if we had the ability to make a marketing email ALSO into a template. Especially because we'll f/up with contacts on an email sent, and they ask for it to be resent. There's no easy way to do that, unless you go into the marketing email, copy everything, then send it as an email, then make it as a template.   It is a huge waste of time.   Please make this feature available! Thank you! :) ... View more

We need a way to report on content performance across teams and using more advanced filters. The new upgrades to the Enterprise platform with teams is helpful but it must be supported with reporting functionality on assets wher team leaders can report on individual blog, landing page, email, CTA and traffic metrics so that every team can be compared and so that managers can dig into their metrics as a whole. It would be great to be able to compare those metrics with the overall account trend or increase the comparisons options but the most important thing I have seen is the need to be able to filter reports similar to the filters in traffic analytics by team.   ... View more

In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal stage properties are ignored at deal creation time.   The separate functionality -- required deal CREATION properties -- work great at deal creation time. However these two separate features do not cooperate.   In other words, users can circumvent required deal STAGE properties by creating a deal and setting its stage beyond where required deal stage properties may occur.   Example Deal creation requires: Deal Amount* Stage-1 requires: Deal Amount* and Deal Name* Stage-2 requires: Deal Amount*, Deal Name*, and Deal Description*   Based on the current functionality, we can create a deal and set its stage to 'Stage-2' with only the Deal Amount being required -- because it's the only property required at deal creation time. (not good) Use Case: We create deals for prospects who meet with us after showing interest in our products/services. In stage-1 (Exploratory Meeting), we name and value the deal by requiring a Deal Name and Deal Amount. In stage-2 (Pre-Quote), we additionally require a Deal Description. In stage-3 (Quote Sent), we additionally require a Quote Number. Based on the current functionality, we can create a deal and set its stage to 'Stage-2' OR 'Stage-3' with only the Deal Amount being required -- because it's the only property required at deal creation time. This issue was originally raised here (with screenshots), and only worsens as deal stages progressively require more engagement data.   Please vote for this functionality. ... View more

While currently we can view the locations (what page(s) a CTA is located) for a single CTA, we would love to be able to  export this data for multiple CTAs. Essentially, we want to know the URLs a CTA is embedded in for 100-200 CTAs. This would be immensely convenient for spring cleaning/maintenance. ... View more

Hi,   We have a few large, enterprise sites that have many localized pages and different content teams for different regions of the world. We need to be able to partition the localizations (multi-language variations) separately from their parent page, so, for instance, the Mexico team would have sole access to the Mexico variation, the Middle East team would have sole access to the Arabic variation, the US team would have access to the "parent", etc. and they could not edit each other's localizations.   At the present time, the partition can only be set on the parent page, which doesn't mitigate the risk of editors working with the wrong variant. ... View more

Hi HubSpot Community! Win Probability % on Deal Stages is currently manually set by the user. It would be valuable to our organization if there was the option to go from Manual to Automated for setting these values -- these % could automatically update based on real deal close data gathered overtime in the HubSpot platform. Of course there would need to be logic in place to ensure a bad quarter, etc. didn't skew overall % for most accurate forecasting, but overall would be helpful for this % to update automatically based on HubSpot Data.  Thanks for your consideration! If anyone else would see this as valuable feel free to weigh in.  ... View more

Ideally we would want to control this globally or be able to select the default - currently it is set to yes which we would never want a merged contact to enroll as it is likely that one of the contacts has already enrolled! ... View more

For the ability to have a sort of "sub-properties" that will be filled out dependent on the answers to the first property.    As an example (and to make it easy to understand)   If a contact type was selected as a Specialist, could then a sub-property come up which can be ticked such as: - Ankles - Feet - Hands - Heart   I hope that makes it easier to understand :-) ... View more

We would like to put a media asset database inside HubSpot to use it internatioanlly (we have 19 subsidiaries), using the files feature. To ensure good care of this platform, we need an approval process, so the Super Admin gets a notification after someone uploads a new asset into the files. If not, everyone can upload any file they want which might end in chaos and not wanted marketing pictures. ... View more

English - When I want to create a new task, only 3 types of tasks are possible: Call, Email and Tasks. I want to include more task types, for example: LinkedIn, WhatsApp, etc. With this improvement, I will be able to generate activity reports filtered by all types of tasks and increase the degree of team performance analysis. Pipedrive has had this possibility for a long time and I used it before.   Português - Quando desejo criar uma nova tarefa, só são possíveis 3 tipos de tarefas: Chamada, Email e Tarefas. Eu desejo incluir mais tipos de tarefa, por exemplo: LinkedIn, WhatsApp, etc. Com essa melhoria, poderei gerar relatórios de atividades filtrados por todos os tipos de tarefas e aumentar o grau de análise do desempenho do time. O Pipedrive já tem essa possibilidade faz tempo e eu a usava antes. ... View more

When reporting on recent conversions, you can only report on the most recent conversion  "equal to" or "not equal to". But this will only provide contacts who's recent conversion is still [name of content/event]. Allowing users to also have the feature: "has ever been equal to any of' or " has never been equal to any of" will provide us contacts that have downloaded [name of content/event] at any time - the same logic you have in lists.    This is also very useful for companies that don't use HubSpot landing pages. ... View more

We create separate spreadsheets to document assets like landing pages, CTA's and events for our enterprise accounts. The spreadsheet help create naming conventions which later can be used for reporting and help locating assets and housekeeping in the portal. It would be useful if Hubspot created a tool which replaces these spreadsheets, so all this information is in one place in the portal. Below are examples of the type of information which could be stored in the asset register: ... View more

When contacts are re-enrolled to a workflow, the ability to add a workflow action where you can choose to re-send or skip an email that has been previously sent to the contact.  ... View more

I have set up a mail to mail me a dashboard. When I receive the mail with the pdf the pdf only shows half the report. How can I size the report so that the whole report fits on one page of the PDF, alternatively how can I set up the paper size for the print to A3 or some other size? As it stands the report is unusable, I was holping to distribute the report.   I received this final answer, seems this is too dificult!    Hi Ian,   I hope this email finds you well, and that you had a good weekend! First, I want to apologize for the extended amount of time it took to follow up with you with a finalized answer regarding the reports being cut off in the emailed/exported versions. There were several factors that lead to a delay on our end, such as the product team reviewing several possible reporting errors that may cause this, along with the holiday season. With that said, I did receive an answer from our product team today.   They explained to me that the reason the reports are showing as cut off in the emailed version of the reports is because there is a limit of how many columns can display before it becomes difficult to read, or distorts the report in a different way. That is why it doesn't show all the reports across the entire way, unless we hover over it and scroll across. They did check potential fixes, but nothing that would display the report in one view without distorting the view of the reports in other ways. I do apologize for that, because I understand where you're coming from in terms of the way they appear now not being completely ideal. If you'd like to suggest this as something for the product team to change, you're welcome to post an idea in our forum. I'd be happy to be your first upvote! I expressed your concerns to the team regarding this issue, as well.   If you have any questions on this, please let me know. I'll be happy to do what I can to answer questions for you further, if needed. :) ... View more

Regarding conversation sessions, reports available are very limited to make a detailed analysis on performance. Some questions I cannot answer with current reporting options are;   How many custom bot conversations are assigned to teams vs how many has attempted to assign but ended up with no assignment since no one was online? - currently whenever a conversation is assigned to someone, in reports we see two activities for that conversation, one session with bot till the assignment, one session with agent after the assignment and it is not a reliable data to work on. In which times we got most of the engagement to custom bots? - we need a report showing most active times of the day, week etc. What was the average reply time to conversations assigned? - current reporting calculation takes conversations not answered yet into account so it is not a reliable data to work on.         ... View more

Something badly missing to my team and I in Hubspot is the possibility to choose your audience (e.g. the language) when scheduling LinkedIn posts. I have a unique company LinkedIn page for my global audience which is mostly based in France, the US, China, India and Switzerland : I don't want my Indian audience to be spoiled by French posts or the other way around. Therefore it would be very convenient to be able to select audiences directly in Hubspot. ... View more

On some properties there is the ability to trigger the workflow based on 'updated in last' x days.   However, it is not possible to use this to Re-enroll.   It would be exceptionally useful if: 'updated in last' was available for all properties on all records This trigger could be used for Re-enrollment   ... View more

Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943  HubSpot should allow admins to define a different set of required properties based on the pipeline a deal or ticket is created in. This will help ensure tha tthe correct data is being added to the CRM.  Example:  For deals created in pipeline A - require "deal amount" to be populated For deals created in pipeline B - require "local currency" to be populated ... View more

Having the possibility of editing the styling or creating a template for the meetings page would allow companies to maintain their branding.   which could include, without being limited to:  colors theme; layout; images; font-family; also having the possibility of editing the html content of the meetings iframe could allow for: additionnal tracking; custom animations; javascript script; intergrations ( could allow lucky orange recordings and heat maps); This would be a great addition to the hubspot environment, help companies maintain their branding (Who are we kidding, good branding is expensive! Why not take advantage when trying to land a lead) and allow better follow ups and workflows.     ... View more

I would like to analyse the homepage traffic. So for each week a have a separate column for the homepage traffic or sessions. But there is one disadvantage with these reports that contains data from traffic analytics. I do not have a total sum at the top of the column, so I do not see the total sessoins per week at the first sight (screenshot No. 1.).   In every other reporting that is not based on traffic analytics the total sum is available (screenshot No. 2.).     What can I do?   ... View more

When adding a form to a workflow from the Form editor options, have an "add as a re-enrollment" option. This will eliminate the added steps of having to go to the workflow to manually set re-enrollment.  ... View more

Who: content marketers; especially those working on the blog Goal: be able to measure success and visualize how the number of subscribers to the blog has grown over time Example: a previous version of HubSpot   There used to be a report that showed how the number of subscribers to the blog has grown over time as shown in a previous post to the community.   Now, it's no longer possible to view the data that way in the blog analytics, nor is it possible to create an equivalent custom graph.    When I couldn’t find the default report referred to in the community post, I tried making my own custom report, but all the combinations of filters and properties I’ve tried don’t show exactly what I’m looking for: how the total number of subscribers has grown over time. It seems like two key properties from the old graphs are no longer available: blog subscription date and number of blog subscribers.   The closest I could get was creating a list of all contacts filtering for "blog subscription is known" and creating a report that just shows the count of contacts in that list, but that loses the context of seeing in what month/week the number went up and it seems like I can’t set the date range I want to compare without another issue coming up. There's an option to view “this year” vs “last year” but I assume that’s the calendar year and our company’s fiscal year starts on Oct 1 and ends on Sept 30.  When I set a custom date range to compare, it no longer shows the total number of subscribers, but the amount of new subscribers from within that timeframe.   Can you bring back the old subscriber count report shown in the thread linked above or at least make it possible to choose "blog subscription date" or "date of first submission" for a specific form as properties in the custom reports tool? ... View more

Like it's the case with other type of follow-up emails, it'd be sensible to be able to have the option of overriding the send frequency cap when setting up lead-flow follow-up emails. This would ensure, for example, that contacts always receive a follow-up email after they've downloaded a piece of content.  ... View more

I experience a quite serious problem with the contacts table main view.  Namely I am not able to see the contacts who sent me emails, and which were not answered or read by me or other HS users. It is quite troublesome especially when I don't have  direct access to the user's inbox. I would be very grateful for adding a feature to contacts tab which would  solve this problem.  ... View more

It would be great if we could duplicate deals in Hubspot.  This would be a useful feature for customers that order the same thing under blanket PO's. ... View more

The ability to set up notifications (to admins or to other teams/users) when a user does something like publish a website or landing page would be extremely helpful so that we can closely monitor what is being pushed live. ... View more

Hi, I'm not the first to suggest this, and I know there are reasons it's not concrete in a roadmap. See: https://community.hubspot.com/t5/APIs-Integrations/Public-Hubspot-API-specs-schema-Swagger-like/m-p/297729 https://community.hubspot.com/t5/APIs-Integrations/Swagger-documentation-wanted/m-p/293967 However, I would really like to log this as an idea for voting and visibility. I would really like to be able to point to both OpenAPI 2 (swagger) and OpenAPI 3 versions of the specification. Regarding the one endpoint that takes an input stream and makes it "impossible" today - just leave it out of the specs for now. Publish all compliant endpoints. Even publish it without the one inputstream parameter.   Having OpenAPI specs will make it a breeze to integrate with for instance Azure Logic Apps, or use tools to autogenerate clients. (Like the "good old days" of WSDL) ... View more

We've noticed that when "@mention"ing users in notes on records, if you return to the note later and edit it with a second "@mention" of the same user, a second notification email is not generated.   Use case: we are mentioning users on notes on ticket records, which is generating a notification email for the first mention. In a few days, we are editing that same note, and adding a new mention for the same user. However, a second notification email is not generated, so the mention can go unnoticed unless you happen to check the record yourself or if someone tells you they mentioned you.   The workaround for now is to create a second note for the second mention, but being able to generate notifications for each time a new mention is added in a single note would avoid these issues in the future.   Thank you! ... View more

I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline.    Example: A deal that is in the sales pipeline has reached the deal stage "closed won."  The salesperson wants to hand over the deal to the customer success team, but not lose the deal value associated in the "closed won" column. The deal needs to be completely duplicated with all notes saved and moved to the proper deal stage in the customer success pipeline so the workflow can be initiated.    I spoke with someone in the chat system and I was directed here so that I can express my request.  ... View more

It would be really helpful to see data based on each "from" email/contact that the company sends from. For example, say our company sends emails from eventEmail@example.com  and newsletterEmail@example.com —I would like to see how many emails have been sent from each sender along with the performance of that and engagement of all emails send from each.   This allows us to see which are effective and which are not so we can simplify our accounts and only target audiences that are interested.  ... View more

Add in another option to deliver blogs quarterly along with monthly or weekly.  ... View more

We have multiple trials that have 30 day expiring keys and we are unable to have a form pass over the expiration date. It would be bennificial if we were able to create a date centric custom calculated field that could be increased by 30 days. This could be done via workflows, similar to the "Increase Contact Property" or possibly an alteration of the date stamp action, "Stamp date: (a) Static Date  (b) Date of Action (c) # days/weeks after date of action" ... View more

We want to look at all the contacts who filled out a certain form, and see what pages were visited prior to the form submission (going back multiple pages, if possible, not just the previous page)   I know you can look in an individual contact record, and see the pages viewed prior to a form submission.  However, we'd like to look at this for all contacts who filled out a form, not look at them one by one.   Is there any way we can do this with Analytics? ... View more

When @mentioned in a note in a 'deal', 'company', 'contact' i am sent a email notification showing a preview of the comment (see below example):  Notification showing preview However, when I am @mentioned in a 'comment' added to a note on a 'deal', 'company', 'contact' i am sent a email notification that does not show any preview of the comment :( (see below example):    notification with no preview This is increadably frustrating as I have to click through to view each and every comment, when I am able to field comments if they have been left as a note... Also, when clicking through from the notification, you arrive in the deal, not on the note that the comment has been added, or the comment itself... this means i have to scroll through to find notes with comments on them, then click through to see if that is where I have been @mentioned....?  This means that i risk not seeing comments as the navigations from notifications is awful and as i have no idea what the comment say's i don't know what i am looking for...! WHY would you change the way you send notifications when you created this new feature?   Terrible UX... :(   Please fix this so I can always see a preview of the comment I have been @mentioned in. ... View more

I would like to use ZoomPhone to call nativly from within Hubspot.  ... View more

I was shocked today to find out that using the function in the file manager to 'Replace' an image does in fact do nothing of the sort!   Rather than replacing the image in all of its applications within the system, it instead creates a duplicate using the same filename that DOES NOT replace the image in any of its application within the system.   This seems like a fundamental flaw in the either the functionality or if not, an error in the labelling of the action. Actually being able to replace an image would be incredibly useful. Granted there may be the need to include a 'Are you sure!' warning similar to when making changes to a template but I believe this would be avery useful option to have. Frankly I'm surprised no-one has highlighted this previously. ... View more

Please create a HubSpot Systems Certification that is for the systems people. Some of us are not marketers or sales people but still diagnose problems in HubSpot all the time and would love to prove to the world that we know errors, integrations, properties, mappings, diagnosing, reporting, etc. There are tons of us who operate behind the scenes and want to prove it. Let us brag that we are HubSpot Professionals too!!!! Thanks HubSpot Fam!!! ... View more

When I go to Marketing > Emails and it displays all the emails my company has created, I would like to be able to filter or at least sory by the user who created (or last updated) the email. I want to be able to exclusively see my own team's emails. ... View more

Submitting on behalf of  Mike Rizzo:   "I don't want to have my form submissions email alerts include data from previous form submissions.   Each and every form needs to only alert us of the items that were filled in.   This is an essential component to ticket management and the functionality needs to exist.   If someone comes to my site and submits a form a second time (or more times) and decided NOT to fill in an "optional field", then I don't want to see an email alert with details from prior submissions.   It's like getting a demo request once and someone puts info into a "more details field" and then someone comes back 9 months later and fills out that form again but decided not to put in details on "more details". I don't need to confuse the reps on what that person wants now vs what they wanted 9 months ago, PLEASE make it so we can have email notifications sent with only the MOST RECENT submission data." ... View more

My idea is a workflow that maps out all of my current workflows so that I have visibility of where each workflow interacts with others and I don't create ones that affect others/can create better automation going forward.  I think this kind of thing would allow more visibility, and future proof our Hubspot.    This feature would be for whoever manages the workflows and any future employees who take over this role. I think this would make automation easier and would allow creating some more in-depth actions.   This feature could be found in a basic workflow tool, however, this requires much more time and effort to do this.   ... View more

We handle huge customers with sometimes additional requirements for legal documentation. So we need a way to add a few contract pages or filled out forms to the quote as additional pages and move them through the e-signature process.    That way we have all the needed documentation in one final quote and ready to sign.   This would also help to add testimonials or case studies or additional project plans and timelines to a quote and have them signed. ... View more

Currently when user is importing contacts from their mobile phone to HubSpot iOS App, the phone number is defaulted to HubSpot Contact Property Phone Number. User is not able to pre-set or pre-select that the phone number to be automatically mapped to Mobile Phone Contact Property instead   It would be great if users could pre-select on how they are going to map phone number as the contacts are imported.   ~ submitting on behalf of Joe ... View more

I would love to see the option for using group policies for different users. atm the administrator has to make sure everybody has set the same options for notifications etc.. Group policies would make this much easier and faster.   If this already is possible, please let me know how. ... View more

It would be beneficial to increase the maximum HubSpot Score property filters within the platform. Recently, we hit our maximum and HubSpot Support Staff were unable to find a solution and mentioned that it is a "limitation within the platform." If there is no way to increase properties filters (after 100), then the HubSpot Score property should at least have the ability to use the "Or" logic language so that we can minimize our criteria under several filters -- similarily to how Active Lists work within the platform.   Please let our team know if you have a workaround or solution to our problem. Thank you in advance!  ... View more

We are currently setting up our customer service structure through HubSpot Service Hub.   One of our main requirements is that - when a customer needs help and send us an e-mail through our shared inbox, we want to be able to set-up an automated reply to let them know we have received their e-mail and someone will be in touch with them soon. Can this feature be added? ... View more

I've seen this in a few instances and it was brought again to my attention how beneficial it would be to have a contact property that calculated how many days since XYZ; for example, how many days since create date, how many days since last contacted, how many days since became an MQL, how many days since last marketing email sent.    This would really help customers keep track of a contact/company/deal timeline in many different ways! ... View more

HubSpot recently made an update to change the default task due date to 3 business days. I've had a number of customers call in wondering if there is a way to change this in HubSpot, which there isn't.   A great tool for our customers would be to set default values for the due date when create tasks, as well as the default time. ... View more

It would be useful to supress an email or any action in a workflow for specific contacts based on a list.   An example where that would be useful: I work for a credit union. We have an onboarding workflow set up with many emails teaching members about their new account. One email cannot be sent to minors due to industry regs.   Right now, I have two options: 1) Supress minors from the entire workflow 2) Enroll them in a new workflow and completely recreate the first one, minus one email   Considering this campaign spans accross 8 different workflows, I see option 2 getting pretty messy.    Anyone else have an example where this would come in handy? ... View more

I have a suggestion about the new beta Blog Editor. It would be more user-friendly if I can hide the "Edit post" section, so there's more room on the right side for me to write content. ... View more

It would be useful to be able to manage the way ticket are named. Especially when the tickets are automatically created with Conversations.   For instance, an user could set the Ticket name to be : Email subject + Contact Name and Company.   As the number of tickets increases, this will help to prioritize and manage them. ... View more

It would be AMAZING if the attachment feature was possible on the phone app. So often we are getting texted info and pictures, but there is no easy way to add this to the customers deal via mobile. ... View more

Currently, the drag and drop email editor does NOT pull from system brand settings.  So every time you want to create a new email you have to change font colours, fonts, and button colours.   As part of the system set-up the brand primary and secondary colours (as well as additional brand colours) can be added.  It's a waste of user's time to have to then change these colours every time the drag and drop editor is used. ... View more

Hubspot Mobile App needs to directly reflect the web/desktop version. Since it has features for Social Media support and other integrations that can be added it really needs to be in sync. Please add in the Social Media support tools on the Mobile App for Hubspot. I was initially really happy to know Hubspot had these features and that there was an app for it, but soon found out it does not reflect the same functions as the web/desktop version. ... View more

It would be helpful to add a functionality to HubSpot's blog interface that when you upload an Avatar image for the blog author in the "Author Details" screen it gives you the ability to set the Alt text for that avatar image. Every page of our blog was flagged in the new SEO Recommendations tool due to not having a alt text on that image. And it is a great SEO best practice.    HubSpot Support was great and updated the HubL code on our blog to automatically set the alt text to be "Picture of <insert author name>" but it would be simple upgrade to the Blog Author Profile edit screen that would boost SEO in a big way - especially for users that are not development/code-savvy.   The screen where I want to see the alt text field.   ... View more

Idea has also been presented here: https://community.hubspot.com/t5/HubSpot-Ideas/Scroll-directly-to-bottom-start-of-contact-activity/idi-p/199768   But also, a reverse timeline would be another option wherby the first activity is seen first, and this can be selected in the filter options.   Without this, we need to  scroll through heaps of emails and activities, and sometimes there are double ups in replies as well causing confusion (and more scrolling!) ... View more

Would love to see the ability to send texts to our mailing lists as a Sequence option.   Thank you for making this happen.   Jeff  ... View more

I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients.   Although we deal with individuals, our real clients are companies, and as such Companies are the most important pages for us, as we deal with multiple people at each client company.   Unfortunately, when we send a fee agreement email through the Marketing platform, this is logged on the Contact's page, but not on the associated company's page. This is very inconvenient as the Company page makes so much sense for us. Now we have to go to our Company page and click through associated contacts until we find the person that received the fee agreement.   Additionally, it creates confusion because non-Marketing emails to Contacts will be logged on their Company's page, leading people to mistakingly believe that a Company has not been sent a fee agreement when really they have.   I think that users should at least have the option of logging marketing emails to the associated Company, in such an otherwise customizable CRM. I believe this will add BD value to many B2B companies by making it easier to track company wide communications in one place, without having to worry about checking individual contacts. ... View more

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue  drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018,  Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... View more

Hi there,    would be great having the possibility to build lists of companies. To date, we can create only views on companies and we cannot use them in Workflows (Company-workflows).   Cheers, Riccardo ... View more

Scott from the product team here.   We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data  together by viewing template and sequence reporting independently within HubSpot.     To solve this, we're building open and click reporting directly into Sequences.     If you're interested in getting early access to open and click reporting, upvote this post and we'll reach out to you to let you know as soon as it's available.  ... View more

When you click on a marketing email from the list view, you can see not only the performance of the email overall, but which actions were taken by specific recipients in the funnel. This is not available for sales emails, and you can only see the actions taken by contacts within their contact card, and not in a list view.  https://cdn2.hubspot.net/hubfs/2100863/marketing%20emails.png  ... View more

Currently, in HubSpot, we can upload files from Google Drive as attachments in the Deal Record. However, users is not able to select Shared Drives in the Google Drive. It would be beneficial if there would be an improved functionality where user would be able to link their Shared Drive in Google Drive as well with HubSpot.   ~submitting on behalf of Craig ... View more

The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual they are interacting with is a bot, or they are simply violating professional decorum, there should be a function to ban a user or an IP address from the chat frunction, either permanently or for a specified duration of time.    LiveChat Inc is a software I have used in the past that has this function, which works quite nicely. I would love to see this implemented in Hubspot in the future.  ... View more

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.   Benefits: Saves times Avoid mistakes ... View more

When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself.   Right now they have to look through the contact record to the form submission - would be much easier if it could just be right in the playbook for them when they attach it! ... View more

It would be nice to have more control over pop-up forms for branding purposes like having access to the css.  ... View more

Writing this on behalf of customer Joe Podlovits of The Wheel Group.   Joe's team has a Sales form connected to a Conversations Inbox. This form automatically creates a ticket that Sales members then monitor and assist with. When viewing the ticket description, the "About" section does not provide enough space to view the entire description. "View Details" allows the user to expand the description of the ticket, but it would be preferable to have this important information visible in the middle of the record, where there is the most space available.   The Sales Reps like viewing form submissions on Contact Records. The request here would be to make this possible from a Ticket Record as well. Thank you! ... View more

At the moment, in order to report accurately on a deal there has to be an associated contact but there is no way to ensure a contact is added. When adding a deal neither the contact or company are mandatory fields and there is no way to make them mandatory. But there is also no way to trigger workflows based on "associated contact unknown" so you can't put in a failsafe to ensure it gets added.     It would be great if we could trigger a workflow off deals with no associated contact or even make the fields mandatory when adding deals. So for example I'd like to create a workflow to task deal owners when they haven't added a contact.  ... View more

This ticket property should allow a setting to exclude counting Saturdays and Sundays so the property is useful in workflows. ... View more

Love the new commenting feature on Notes, however, it seems that in order to get a notification when someone comments on a note you left, you either need to: a) be following the contact.  OR b) the person leaving the comment needs to tag you again.  Is this correct? Would it be possible to get a notification anytime someone comments on your note? Thank you.  Robb did not get a notification when Rick responded.   ... View more

Background: As per this Knowledge Base article: Reauthorize or disconnect social accounts from HubSpot,    "HubSpot will attempt to send a reminder email to the user who connected the account, as well as every Super Admin in the account, one week before the account needs to be reauthorized."   Idea: Allow users to choose who recieves the reminder email for social account reauthorization instead of the email being sent to all Super Admin.   Use Cases: Some accounts have various Super Admins who do not work with the Social portion of HubSpot and would prefer not to get a reminder email every 90 days to reconnect and account they do not own.   This may also apply to partners who manager their clients' Social, where we would not want to have clients' panic every 90 days seeing that they have to reconnect their accounts. ... View more

When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.  ... View more

I'd love a way to set all Exonar's Hubspot users who have Gmail integration to have the Log email setting auto-set to off. I'm finding that people's personal emails are being logged in the system which naturally we don't want to happen.   Or Superadmin ability to set "Log and Track" Gmail preferences for all users. ... View more

HubSpot is creating its own barrier to entry for eCommerce businesses wanting to invest in HubSpot by mandating the requirement to buy 5 Sales Pro licenses. Purchasing just 1 license needs to be an option for agency partners.   Currently, Sales Pro is required to unlocked several critical funcationality pieces needed to built out end-to-end eCommerce systems within the platform: - Deal automation for post-purchase marketing activity (the main pain point) - Revenue goal setting and tracking on dashboards - Full functionality of the HubSpot/Shopify native integration (it unlocks 3 workflows, 1 contact based, 2 deal based)   For businesses with a wholesale/inside sales department too this is less of an issue as you can make the case for the 5 Sales Pro licenses. However, for eCommerce businesses that go direct to consumer only, 4 of those licenses are completely wasted. The full functionality that Sales Pro unlocks are largely irrelevant for these kinds of businesses. At $500 extra a month for the 5 licenses, it's hard to justify bolting on Sales Pro during a Marketing Pro or Enterprise sale. I can bolt on other technologies that do as good or a better job than HubSpot's Sales Pro funcationilty unlocks at a cheaper cost.   HubSpot is getting in their own way of selling to a new customer base.     ... View more

Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually.    I'm wondering if there's a better way for us instead of deduplicating one by one, which is literally unrealistic for enterprise users with mass contacts. In our case, we have 1890 duplicates for contacts, which requires going through 1890 times of deduplicates.   New feature request: Bulk Merge  ... View more

Many people want to start using Hubspot with their entire company's email history associated with the correct Hubspot Contact/Company, and visible to all Hubspot Users.   For many companies, historical email history is the *single* most important record of the interaction you and your colleagues have had with your customers and prospects.   This is a vital and common feature to other CRM's, like Close, Pipedrive, Zoho, SalesforceIQ, FreshSales...the list goes on.   The current solution that Hubspot offers is NOT effective. We need the import of emails to be A) automatic, and B) historical (including before we started using Hubspot). Logging, bcc, shared inboxes, etc., do not cut the mustard.   There are third-party companies that offer this, such as Threads, & MigrateMyCRM, but we all want a native Hubspot solution. The fact that multiple companies have built this should be a blinking neon sign highlighting just how much this is needed.   You can see people requesting this at: https://community.hubspot.com/t5/Gmail-Sales-Extension/How-to-import-history-emails-from-gmail/td-p/8979 https://community.hubspot.com/t5/Outlook-Sales-Extension/New-to-Hubspot-Log-old-emails-into-CRM-via-Outlook/td-p/188330 https://community.hubspot.com/t5/Email-Marketing-Tool/Can-I-retrospectively-sync-pas-Outlook-Gmail-emails-to-my-CRM/m-p/13415   So please, pretty please, with sugar on top. Build the *** Email Integration       ... View more

Would love for deal based workflows to include internal SMS sent to deal owner or HubSpot user dynamically. There is currently only a coice to send internal SMS to a specific user or phone number. When our sales agents are assigned leads, it would be nice to send out an SMS alert in addition to email to the HubSpot user/deal owner specified in the Deal record automatically. ... View more

The tool should allow us to be able to measure the time spent on each of our leads and make them averages ... View more

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate.  ... View more

My team has recently started using HubSpot in order to create more effective, scalable cadences, with better reporting functions. The Sale team is split into two teams, Internal Sales (SDRs) and External Sales (AEs) and the model that we run off is a shared account model, so the team can ensure they have covered all angles of an account in terms of prospecting.   However this means that the task notifications don't always go to the team member that enrolled the contacts in the sequence as the notifications are sent to the contact owner and not the sequence owner. My idea is to enable alternative set up for notifcations for example sequence owner or to another field within the CRM for example Account Owner or in our case Internal Sales Owner. ... View more

When using Task Queues the object record displayed, i.e. Contact, Company, Ticket, Deal, was the object that the task was created from.   Now if a Company record is associated with the Task this will take precedence and the company record will be displayed.   This means that you then have to find and click on the related deal to view the task and relevant information to complete the task.   Company is probably the least relevant object to show by default when completing tasks. This should be the object that the task is relating to, or at least have a standard that it is the contact record that is shown by default. ... View more

The CRM Extension Cards are great for displaying external data associated with a HubSpot record and enabling features around this data (eg update forms via Hubspot enabled Iframes) . Using the API’s the CRM extensions can also update the underlying record accordingly.  Example being a calculator of some sort that may need to update a deal amount or a contact search, of another database, to extract some contact related data to be updated in the contact record.  However,  any updates performed by these cards are not reflected to the user until the underlying records is reloaded in Hubspot. This is confusing to the users and the only way to mitigate this is by asking, via a prompt,  that the user to  manually refreshes their browser e.g. F5 their current page! This implies to the user that the card and Hubspot Integration they have installed, and possibly paid for,  is not of an expected standard whereas the ability to automatically reload is simply not available.   Note: Client-side coding to reload the parent of the CRM Extension Iframe via  location.reload() method or alike is not permitted from an iframe of a different domain i.e.  browser cross-domain restrictions.   My preferred solution would be an enhancement to the window.postMessage by adding a  “close and reload” option. ... View more

Please can you add in a field for part codes in quotes. These are essential to be able to order from distributors and as a reference for the exact item ... View more

Our marketing team has strict brand guidelines and feel the drag and drop email builder gives content creators too much design and layout control. We would like to disable this feature to small number of users.   Please create a user permission to turn off access to this tool.   ... View more

Currently, when using Sequence queues, the enrollment date for the first step in the Sequence defaults to "Send as soon as possible".    This makes it hard to bulk enroll contacts in Sequences on a set date. It would be great if we could have an option to set the Sequence enrollment date to a specific date, and then this could be applied to all contacts in the Sequence Queue. This would help to cut down on a lot of unnecessary clicks (at least 4 per contact enrolled).   ... View more

Our Knowledge Base is partially publicly available and indexed by Google. It features a lot of content both for existing customers but also potential customers (e.g. they wanna know in detail how to use the product before buying, or are googling for a specific issue that our product can solve). Therefore the Knowledge Base has SEO potential to increase traffic and leads.   However right now it is impossible to do advanced SEO optimisations for KB articles, as basic SEO meta-data fields are not available to edit specifically.   Please add (at least) the possibility to edit these for each page: Page Title Meta-Description   Furthermore these functions could be also useful in regards to SEO: Possibility to redirect a KB page to another URL Possibility to set the robot meta-tag at a page level: index / noindex   Thanks, ... View more

I feel it would be a great idea to have the ability to reply or comment to a note or task.  My team would be able to communicate better using HubSpot.    ... View more

In the meetings tool, you can currently choose when a meeting can be scheduled. However, the options are "this week and next week", weeks in advance, or a custom date range.   It would be great if you could set it to "blank days" (3 days for example). Currently, you would need to go in everyday and set a custom date range.  ... View more

Hi all, it would be a nice idea if the Hubspot app could support this scenario:   You're in the field, e.g. a trade show or something. Or a customer meeting. You would ideally type info into a custom hubspot form that you've made, but the situation makes it awkward and error-prone.   The Hubspot app would have a function where you could 1)add a custom form as a "scanner target" for your scans, and 2) after choosing this object in the app, scan a business card and 3)have the data fields from the business card automatically entered into the form.   The form and the app knows what most of the fields are, so it should be able to successfully add common things like email address etc. the user would then proceed to complete the fields in the form that are not found on the business card, and submit the form.   This would allow you to process the form with any associated workflow and do the background stuff that you don't get when you scan a business card "flat" - beause that does not enable owner assignments, automatic emails or notifications etc. When scanned, your new contact is just thrown into the big sea of contacts with no context, and  no automatic follow-up is done. OR: Let me know if I'm wrong :-)     Cheers! Eivind   ... View more

Hey hey,  we would appreciate the feature, that email signatures will automatically be added when a team member replies to an email within the Conversations / Team inbox. Currently we are using snippets as a workaround, but that should not be the long team solution. Otherswise it doesnt make sense to add a team inbox  to hubspot nor does it make sense for our customers to not be able who they are in contact with. Since we are customer centric, thats not what we want  ... View more

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ... View more

Our team uses the Tasks feature to assign tasks to one another.   We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board.   Since last week, users opening the Tasks page are being defaulted to "Due today" instead of "Open Tasks". This is causing users to not realize they have tasks assigned to them up until the due date.   I would really like to set the display defaults for this Tasks page for my entire team, as well as view/edit the status of a task (In Progress, Waiting, etc) in the table view mode. ... View more

Assign the contact depending on who changes any property of the contact, any property or activity of the contact is assigned to the person who made it ... View more

We track deals with products in Hubspot and have noticed there is no way to set products to extend longer than three years. When we have deals signed for four years or longer, there is no way to set up the deal and its products appropriately in HubSpot. We would like to be able to edit the length of the contract so that it can extend for as many years as the deal we've made. That would make it much easier for us to track deals, renewals, and invoicing.  ... View more

Hi there,   We often interact with customers who do not have email addresses (one of our big buyers are elderly people who aren't literate with technology). However, our sales people still need to create quotes for them, but HubSpot requires an email address in order to use the quotes tool.   This strips away one of HubSpot's appealing features. Can you strike this requirement?    Thanks,   Jared ... View more